Kunal

'Probability reveals itself through a large sample size'

[Dan Cole @CoachDanCole_]

High cortisol is thinning your hair.

It's causing hair loss, belly fat, bad sleep, low libido, and faster aging.

Here are the 8 simple fix to bring cortisol down:

1. Walk barefoot on grass.

[Ayzaa @Ayzacoder]

If you have a Gmail account, you need to read this.

Google's AI now scans your emails and attachments, bank statements, tax files, medical letters, all of it. It turned on by default, and there's a class-action lawsuit over how.

Here are 5 moves to shut it off, the switch is hidden in two places:

[Kalshi Finance @Kalshi_Finance]

BREAKING: Citadel acquires Leopold Aschenbrenner’s entire stock portfolio from Situational Awareness in a single massive deal

[🇨🇳XuZhenqing徐祯卿 @XueJia24682]

✨🇨🇳 AI is now a standard class in Chinese primary schools.

Kids learn to use AI tools, solve problems with technology, and understand how it shapes daily life.

It’s not about being a coder — it’s about building digital literacy for the future.

[₱ @holdonletmecook]

He thinks he's english 😭😭

[Veles @velesxbt]

A billionaire trader has spent 40 years trying to delete a one-hour documentary. It shows him making $100 million in a single afternoon. He predicted the crash that made it possible three months in advance. He has never explained why he wants the film gone. His name is Paul Tudor Jones. The film is on YouTube.

The documentary is called "Trader." PBS filmed it in 1987, three months before Black Monday. Jones was 32 years old, working from a small New York office, wearing shorts and a t-shirt, yelling at his phones, throwing paper across the room, and sleeping under his desk. The film captures him and his research partner Peter Borish overlaying a chart of the 1929 market on 1987, month by month. The two charts tracked within one percent. Borish said this is exactly what happened in 1929. Jones said if the analog holds, October is when it breaks.

On October 19, 1987, the Dow fell 22.6 percent in a single day. It remains the largest one-day percentage loss in stock market history. That afternoon, Tudor Jones covered his shorts and made roughly $100 million. He was 33 years old. He was one of the very few traders on the street who came out ahead.

He tried to bury the tape because it made him look reckless in a professional world that punished swagger. Twenty years of legal effort did not delete it. Someone kept a copy. It is on YouTube. It has fewer views than most makeup tutorials.

The film is not really about a crash. It is about a specific philosophy of trading. Jones is shown building conviction slowly, sizing carefully, then striking hard when the setup arrives. He is never once shown making a random bet. He is shown doing the same thing five times a day, every day, for three months.

His signature line, repeated across a 45-year career:

"The most important rule of trading is to play great defense, not great offense."

He does not try to be right. He tries not to lose. He sets stops tight, cuts positions fast, and never averages down on a loser. Every trade in the film follows this template.

Tudor Investment Corp, the fund he founded in 1980, has compounded at roughly 19 percent a year for 45 years. He is 71 years old and still trading. His method has not changed since the film.

The lesson: greatness in markets is a refusal, not a talent. Refusal to be reckless. Refusal to be certain. Refusal to average down. Refusal to trust yourself in a drawdown. Tudor Jones has refused those refusals for 45 years.

The tape is free. The philosophy is repeated in every trade. Most traders will never watch it.

[Manoj Gupta @manojgupta1979]

🇮🇳 Everyone is celebrating the winners of ISM 1.0...

The next multibaggers could emerge from ISM 2.0. 🚀

ISM 1.0 laid the foundation by approving 12 semiconductor projects, including Tata Electronics, TSAT, Micron, CG Power-Renesas, Kaynes, HCL-Foxconn, SiCSem, CDIL, 3D Glass Solutions, ASIP, Suchi Semicon & Crystal Matrix.

But ISM 2.0 is a different game altogether.

The Union Cabinet today on July 15 approved the second phase of the India Semiconductor Mission (ISM 2.0) with an outlay of Rs 1.27 lakh crore, significantly higher than the first phase's Rs 76,000 crore.

The second phase shifts the focus from attracting semiconductor fabrication units to deepening the domestic value chain.

FM Nirmala Sitharaman has announced that the next phase will focus on building India's complete semiconductor ecosystem, including:

✅ Semiconductor Equipment
✅ Specialty Materials & Chemicals
✅ Silicon Wafers & Electronic Gases
✅ Full-Stack Indian Chip Design & IP
✅ Supply Chain Resilience
✅ Industry-led R&D & Skill Development

👀 Indian Companies that could be well-positioned if ISM 2.0 expands across these themes (subject to future policy announcements):

🟢 Manufacturing & Compound Semiconductors
• Polymatech Electronics
• RRP Electronics
• RIR Power Electronics
• Sahasra Group

🔵 Chip Design & IP
• MosChip Technologies
• Tata Elxsi
• Cyient
• ASM Technologies
• L&T Semiconductor Technologies

🟠 Electronics Supply Chain
• Syrma SGS Technology
• Cyient DLM
• Avalon Technologies

🟣 Materials / Chemicals / Gases
• Archean Chemical Industries
• Linde India
• Air Liquide India

⚪ Potential Future Entrants
• Adani Group

📈 India's semiconductor market is expected to grow to ~US$100 billion by 2030, driven by AI, EVs, defence, telecom, consumer electronics and data centres.

💡 The next decade won't be won only by fabs. It will be won by companies building the machines, materials, chemicals, gases, design IP and supply chains behind every chip.

🇮🇳 India is no longer aiming to assemble chips. India is building a globally competitive semiconductor ecosystem.

Which companies do you think could emerge as the biggest beneficiaries of ISM 2.0?

👇 Share your views.

Disclaimer: This post is for educational purposes only and not investment advice. ISM 2.0 beneficiaries have not been announced. Companies mentioned are illustrative examples based on publicly available business activities and alignment with the announced policy themes.

#ISM2 #IndiaSemiconductor #SemiconIndia #Semiconductor #ChipDesign #SemiconductorEquipment #DeepTech #AI #Electronics #MakeInIndia #AtmanirbharBharat #Manufacturing #Innovation #StockMarketIndia #SmallCap #MicroCap #DataCenters #EV #Defence #PLI #India2030 #ViksitBharat

[CNBC-TV18 @CNBCTV18News]

#AlphaManagers | @StallionAsset's @Amit_Jeswani1 to @CNBCTV18News
* Believe markets have entered a bull phase & will stay here for at least 3 yrs
* There will be a J-curve move in profits of logistics players
* Positive on EMS players; Expect newer entrants in the space

@blitzkreigm @Nigel__DSouza @sonalbhutra #CNBCTV18Market #CNBCTV18News

[Kunal @Tyler10502]

@WittyKumar @robertbartus

[Abhishek Yadav @yabhishekhd]

NVIDIA GEFORCE NOW IS NOW LIVE IN INDIA 🇮🇳

You can now play high-end PC games on almost any device without buying an expensive gaming PC.

The game runs on NVIDIA's cloud servers and is streamed to your phone, laptop, tablet or TV. You just need a stable internet connection and supported games from your Steam, Epic Games Store or Xbox library.

Plans:
🟢 Free
- Free (Ad-supported)
- Up to 1080p, 60 FPS
- 1-hour gaming sessions
- 2,000+ games
- No priority queue

🟢 Performance
- ₹999/month or ₹399/day
- GeForce RTX
- Up to 1440p, 60 FPS
- 6-hour gaming sessions
- 4,500+ games
- RTX Ray Tracing, HDR10
- 100 hours premium playtime/month
- Priority queue

🟢 Ultimate
- ₹1,999/month or ₹799/day
- GeForce RTX 5080
- Up to 5K, 360 FPS
- 8-hour gaming sessions
- 4,500+ games
- DLSS 4 Multi-Frame Generation
- NVIDIA Reflex, Cloud G-Sync
- RTX Ray Tracing, HDR10
- 100 hours premium playtime/month
- First priority queue

This is important because gaming PCs and graphics cards are getting more expensive every year. GeForce NOW lets you enjoy AAA games on the hardware you already own instead of spending lakhs on a new gaming PC.

Would you pay for cloud gaming or still prefer buying your own gaming PC? 🎮

[ANI @ANI]

#WATCH | US President Donald Trump says, "Saudi Arabia, UAE, Qatar, Bahrain, and Kuwait and then others. I spoke to all of them, and they would love to invest more money in the United States at record amounts, and that would be very acceptable. And this way, there's no fee. I don't like the concept of a fee, but at the same time, it's not fair that we're protecting this Strait for the entire world, for China and everyone. I don't mind protecting it for China. I don't mind protecting it for anybody. But it's unfair that we're not, in some way, compensated..."

(Source: White House)

[Kunal @Tyler10502]

@anjali_asks 4000 ka niche.

[Max Crypto @MaxCrypto]

Wasted 5 years of my life for this shit.

[Cryptified Soul (Garima) @Cryptified_Soul]

Next 6 Months

Global market melting right now such as KOSPI JAPAN, you will see some down side in US Market.

Indian market already down, same goes with Hang Seng

The next phase is all global market will go up in next couple 3M candle.

The small cap will outperform but the main indices will not.

NIFTY50 will reach towards ATH but again I have put all the videos needed about what will happen in NIFTY.

The small caps will perform and give 50-100% from lows.

[Piyush Trades @piyush_trades]

This company makes condoms, and its stock is up 7,800% in the last five years. If you invested ₹1L, you’d get ₹78L back.

Meanwhile, TCS, which is India’s largest IT company, has seen its stock fall 35% in the last 5 years. If you invested ₹1L, you’d get ₹65k back.

This is not something to laugh at. This is an accurate representation of where India’s future is heading as a country.

It’s not toward technology, innovation, R&D, robotics, or anything else that’s important for the future. This is serious.

[Sunil Gurjar, CFTe @sunilgurjar01]

We are a $4T economy.

$1T was built by steel, cement, aluminium, jute, textile companies.

$1T to $4T was driven by banks, pharma, IT.

$4T to $8T will be built by semis, AI, defence, niche pharma.

Powerful 2 mins by Sunil Singhania🔥

[Raoul Pal @RaoulGMI]

Everyone has an opinion on why the stock market does what it does.

Earnings. The economy. Who's in the White House. The Fed chair's mood that morning.

Almost all of it is noise.

This chart is 15 years of the Nasdaq 100 plotted against total global liquidity. The correlation is 97%.

When I first saw this I was stunned. A fit this tight meant something much deeper was going on underneath. So I started pulling the thread.

That thread became the Everything Code, the framework I've been building in GMI since 2023. It’s the single most important thing I can teach anyone about how the modern economy actually works.

[The Analyzer (News Updates🗞️) @Indian_Analyzer]

🚨 BIG! 5 states have crossed the World Bank's upper middle-income threshold in per capita income.

— Delhi: $6,217
— Karnataka: $5,579
— Telangana: $5,407
— Tamil Nadu: $5,329
— Gujarat: $4,734

Just short of the mark:

— Maharashtra: $4,628 (missed by $8)
— Haryana: $4,627 (missed by $9)
— Kerala: $4,610 (missed by $26)

India's high-growth states are steadily moving into the next global income bracket.

[Barchart @Barchart]

Never Forget 👇

[India Plus @india_plus_]

India's semiconductor journey completes 4 years.

🔹Micron, Kaynes, Suchi Semicon & CG Semi starts commercial production
🔹TATA semiconductor plant operational by end-2026
🔹12 units under construction
🔹24 chip design startups emerged
🔹85,000 engineers trained
🔹315 universities offering chip design courses

Electronics & semiconductors are India's new identity.