DeepYield (atul gaikwad)

AMFI Rgstd Mutual Fund Distributor|Dedicated to helping clients achieve financial independence thr' tailored investment strategies| Formerly Avaya, TCS. Pune

[DeepYield (atul gaikwad) @deepyield_fs]

@joshwoodward @GeminiApp The fact that Gemini models qouta gets refreshed every 4 hrs in AG 2.0 in India is really https://t.co/1zTtSuFafz avoids depleting our entire quota for the day/week/month & gives confidence and peace of mind to try, learn & use these new tools & models effectively.

[DeepYield (atul gaikwad) @deepyield_fs]

@_prashantnair Iran would want US to lift the sanctions on their oil permanently otherwise there is no incentive for them to keep the strait open. On the other hand by keeping the strait closed Iran will risk playing with the ego/trade of US & allies in technically International waters

[DeepYield (atul gaikwad) @deepyield_fs]

@ActusDei @assetplusvish 5 bps means 5% (Wow 😮 )
Also the current commission calculation on 10 cr AUM (independent vs platform) already assumes all MFDs are paying gst currently. Plus why the assumption post Apr that low gst payers will pay 18% gst & not lower (gst composition scheme)

[Prashant Nair @_prashantnair]

Big !

[drMAWZ @TheDrMAWZ]

A new drug in the middle of clinical trials just increased REM sleep by 90% without making people sleep longer!

This is the first medication ever to specifically enhance REM only and the implications go far beyond seizure control.

Here's what just happened. 🧵

[Andrej Karpathy @karpathy]

I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become available over the last ~year and a failure to claim the boost feels decidedly like skill issue. There's a new programmable layer of abstraction to master (in addition to the usual layers below) involving agents, subagents, their prompts, contexts, memory, modes, permissions, tools, plugins, skills, hooks, MCP, LSP, slash commands, workflows, IDE integrations, and a need to build an all-encompassing mental model for strengths and pitfalls of fundamentally stochastic, fallible, unintelligible and changing entities suddenly intermingled with what used to be good old fashioned engineering. Clearly some powerful alien tool was handed around except it comes with no manual and everyone has to figure out how to hold it and operate it, while the resulting magnitude 9 earthquake is rocking the profession. Roll up your sleeves to not fall behind.

[DeepYield (atul gaikwad) @deepyield_fs]

@ActusDei If there was just one fund with 33% each in Nifty 500 ETF, MSCI World index & Debt. Maybe 10% commodity etf. But life is not that fair or easy.

[Ethan Mollick @emollick]

Many people know that its now trivially easy to fake any image you want. Yet this does not seem to have changed people's appetite for believing images that support their view without any further research or consideration, no matter how outlandish or even flawed the images are.

[Research & Invest @R_and_Invest]

I asked @notebooklm to summarize @GavinSBaker podcast. Dang, its NOT bad at all. And it didnt even hallucinate (as much as old models). If you have not watched it, here's the link: https://t.co/KCDXbJ5HdV

[Neil Borate @ActusDei]

I live close to a metro station in Pune & it has been a blessing. Huge blessing.

[Neil Borate @ActusDei]

How the new labour codes can reduce your in-hand salary. By @PuranikIra https://t.co/pNhsrAcTjV

[DeepYield (atul gaikwad) @deepyield_fs]

@ActusDei @PosteAnil Got update on WhatsApp, she is going to icici & manage flexi cap. I am not going to invest in that, can't rely on a person hoping in just 4 years. P.S. already heavily invested in hdfc focused, both personal and clients. Very disappointed. One imp con against active vs passive

[DeepYield (atul gaikwad) @deepyield_fs]

@ActusDei Additional great news: Fixed-term employees become eligible for gratuity after one year of continuous service (earlier five years).

[DeepYield (atul gaikwad) @deepyield_fs]

@ActusDei Just to add: Uniform Definition of Wages: “Wages” now include basic pay, dearness allowance, and retaining allowance; 50% of the total remuneration (or such percentage as may be notified) shall be added back to compute wages, ensuring consistency in calc gratuity, pension

[DeepYield (atul gaikwad) @deepyield_fs]

@ActusDei @PosteAnil AMC should allow free exits from schemes if the fund manager is changed. Even though it's not a change in fundamental attribute of the scheme for a free exit load, it's still a very big change from investor perspective. #AMFI #SEBI #mutualfundsahihai

[DeepYield (atul gaikwad) @deepyield_fs]

@JeremyClarkson 👍👍. That's great. It took me 3. Do u usually start with it. Try AUDIO tomorrow 😀

[DeepYield (atul gaikwad) @deepyield_fs]

@ActusDei @PosteAnil 🥺

[DeepYield (atul gaikwad) @deepyield_fs]

@KalpenParekh Sir, What if we have large lumsum to invest? Invest all in debt & then STP to equity or lumsum in equity in 1/2/3 shots? If monthly STP, how to decide duration/STP amount? Or just go all in into multi asset when equity, gold/silver, US market r @/near ATH?

[Finshots @finshots]

These Sillicon Valley companies have market valuation worth trillions of dollars!

But which countries’ GDP do they compare to?

Here’s how companies like Nvidia and Apple have a valuation almost equal to the GDP of Germany and India! 🇮🇳🇩🇪

So, do you think such overarching valuations could mean such trillion dollar companies would end up creating a virtual technocracy?

Let us know in the comments and follow @finshots for more such content!