Aravind

I talk about issues long before they happen. Now and then in touch with Turiya. I post conspiracies and nothing I say is real. Don't believe anything I post.

[Aravind @aravind]

@LukeCloud17 True.

[Aravind @aravind]

Nvidia and Jensen's troubles will start in January 2027.

[Aravind @aravind]

For short term, I would say yes can buy Nvidia. The stock will bounce back. I think the GLISCO-DS shorts working for China are going to be squeezed soon. There's an ecosystem working to counter Chinese manipulation of US stock markets who will take care. Anyway, I'm very bad in finance. Don't invest based on this conspiracy.

[Aravind @aravind]

@Hhh09015556 Likely. There may be one in the whole world. But Nifty will recover and not be hit so hard.

[Aravind @aravind]

@ArpitJain1023 You named all the challenges. But I think Nvidia have a super duper chip which they haven't released yet. And my hunch says they will pretty soon.

[Aravind @aravind]

@StockOptimus Not just after NYE. Jan end into Feb we will start seeing AI companies losing market cap due to what Congress may start doing. Until then it will be volatile.

[Aravind @aravind]

Warned exactly 4 years ago to the day.

[Aravind @aravind]

@BJP4India Great achievement. But please go easy on solar until India can manufacture its own solarcells with all raw materials available local. Or it is a trap for us long term. Suddenly when panels go bad, 60GW will depend on China sending us panels or not. Thorium cycle needs to happen!

[Aravind @aravind]

Agree on many of your points and how well they have managed to brand and market. But Processing Fluency Theory on brand names and Alter-Openheimer research on IPOs strongly support my suggestions. (@grok explain it).

Four syllable 'Perplexity' scores low already on that basis. Then adding it in front of every product raises the cognitive cost even for thinking about and opening the app.

For enterprise, calling a product "Perplexity Teammates" may not matter much. But it does matter if you want to compete with a Muse or Dots in consumer market.

[Aravind @aravind]

@Iyervval Basically they are bringing the whole GLISCO ecosystem of the world to India. Will be good to watch who are all the delegates.

[Aravind @aravind]

@visal91 Hope so.

[Aravind @aravind]

Reuters is publishing what I said in Jan 2025 about China's access to Nvidia hoppers as "breaking news" and "exclusive expose" now.

Their timing is so suspicious. It's not like they didn't know before. Everyone knew.

[Aravind @aravind]

Everyone knows China has access to both the most advanced US chips, including the latest Nvidia Hoppers in tens of thousands, and also access to the latest advancements in US AI space thanks to their deep penetration of US tech labs.

The true DOGE of AI will happen in India.

[Aravind @aravind]

@PulavarthyMurt1 US knowingly allowed is clear to see. It is impossible for Nvidia to ship these without US intel / admin knowing about it.

[Aravind @aravind]

India has been weak in influencing, or even countering the influence of India's adversaries, in western orgs like USCIRF, their media, politicians, academia, and NGOs.

I believe until recently not many in GoI even thought it was possible for Pak or China to be influencing Foreign policy of US and Canada, their govt, and orgs. But that's how it is and Indians are beginning to understand.

[Aravind @aravind]

@ArpitJain1023 Yes Trump will veto a lot from January. He won't declare emergency. Trump will pardon Jensen so the China / GLISCO assets in US govt can't touch him.

[Aravind @aravind]

If you are interested in geopolitics you need to understand this clearly:

Media like Reuters may be a western company, but it is infiltrated by China narrative promoting GLISCO assets. Just like Nvidia being western company was infiltrated.

During OpSindoor Reuters published many fake reports on India. Including news like "many Rafales shot down by Chinese missiles." This was later countered by France as fake news to hit Rafale exports and India's military credibility by China.

Reuters, Bloomberg, FT, Economist, DW, NYT, WaPo etc all have some degree of Chinese influence. At least a few of their reporters consistently publish news to do hit jobs in Chinese interests.

Similarly, western politicians, academia, NGOs (like Soros, Singham), private individuals and entrepreneurs, who suddenly start talking against India are infiltrated and influenced by China. All have bases in the west.

[Aravind @aravind]

Poster boy of poverty porn returns with another project.

Let me guess the plot: It will probably show Persian invaders liberating poor, persecuted peasants in 13th century India shot on ANI patented camera.

[Aravind @aravind]

@eli_lifland In my estimate, 2028-2040s will be age of super specialized AIs accelerating R&D and with multiple AI labs achieving AGI level capabilities. But it will also be the time when humans (through political interference) will slow the progress of AI.

https://t.co/UqvjpXnKv4

[Aravind @aravind]

Asked Grok to draw a timeline based on my X posts on AI and AGI. This is what it made.

Though the segmental slopes of the curve it has draw aren't correct, it is true that I believe progress to AGI now, and then ASI, will be slowed by humans themselves regulating and disrupting AI development.

If ASI happens in 2040s, it can go either way. Accelerate tech and society from there, or lead to destruction - again due to human actions and not by itself.

[Aravind @aravind]

@RajS86697241 He was asked to by US intel. Because if he hid it they will release compromising info to make it worse. Now such leaks will have much lesser effect, he himself accepted.

[Aravind @aravind]

Nvidia - Jensen scandal TL;DR

- China tried to get Jensen
- US got to know, used him to mislead China
- Jensen's family know, of course
- China got to know Jensen was US asset
- Waited and did a hit job using its US media assets
- Timing exactly when Dems got control of congress
- Idea is to punish Jensen, hit Nvidia, and US AI market
- To use this to regulate US AI and derail AI progress
- Jensen will be fine. Nvidia will be fine
- Trump admin and US intel will take care if needed

[Aravind @aravind]

Here's my conspiracy theory on the whole Nvidia-Jensen scandal.

US intel knows everything since long ago. They are not naive. They played China using Jensen.

They allowed a certain category of chip smuggling. They allowed American AI companies to let go of their LLMs. They allowed distillation of top US models.

They let China develop all the opensource models and release them thinking it will dilute US AI monopoly and hit US AI companies revenue. They kept Chinese companies busy in useless pursuits with weaker chips.

But beyond Jensen talking in support of chip sales to China, and Nvidia exporting certain chips (fully monitored by the US), nothing much came out good for China in this operation.

They realized this months ago. Their western short-selling hit-job firms (that they use to attack companies in other countries as part of unrestricted war) were talking about such scandals already.

What's happening now is a frustrated power and its agents in the US leaking half baked intel via GLISCO media to attack Jensen, Nvidia, and broader US-AI market.

They want to hit Nvidia, trouble Jensen, and cause a wider US market crash affecting US-AI companies. So as to curtail their investments and their progress with AI.

Just look at who leaked this report, and the media who are all creating stories on Jensen alleging something like he gave away state secrets.

They all seem the usual GLISCO infiltrated. They regularly attack Trump, US-AI, and do hit jobs against US interests. They also regularly hit Modi, Adani, Ambani, Tata etc, that's a different story.

So what's gonna happen?

Some of their agents in the US are having good leverage now politically to investigate AI companies in the pretext of "aiding a foreign power."

They timed this hit job perfectly and in earnest. From now, we will see Jensen troubled legally and more issues come out for AI companies in the US.

There will be more hit jobs too on American entrepreneurs just like they try to hit Adani, Ambani, TATA in India as they work in strategic sectors for India.

The aim is to affect the market cap of these US AI companies, their spending capacity, and bring more regulations to control what these US AI companies do. To prevent the US from getting ahead in AI.

But in my view, these issues will be temporary. Nvidia and Jensen will come out of this fine. They have great backing from the Trump admin and the other DS that runs it.

Whatever show may be put up in the US regarding Jensen and Nvidia will be just that - another show to mislead China thinking their assets are working for it.

Nvidia may be hit temporarily, and pull all its AI customers and tech peers down, but it will rise up again. I can sense a failed hit job done in desperation very early. And this is one.

[Aravind @aravind]

Look, I am the one to have said there will be a market crash during Trump's this term. Even before he was elected president, while predicting he will be. The manufactured market crash will be done by the US to hit China. But AI overall is not a bubble. It will crash and it will also go back up. There's no way AI is going to go away or become invaluable. Let's be practical. I have never said AI stocks will not crash. In fact, I believe, we are already in one. https://t.co/5nUdPeuQaC

[Aravind @aravind]

@ShivAroor As I predicted. I also predicted Trump will be deep state choice president in 2024 last year. And once he comes a bad trade war and economic recession will be brought to severely weaken China and force it go into conflict. Read below:
https://t.co/iu4BBTNgeN

[Aravind @aravind]

@DKokotajlo I think the same.