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The number the headline left out, on AI, chips and markets. Every day. By an engineer who builds AI systems and reads balance sheets.

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China’s CSI 300 is now ~20% below its June high. A bear market.

The "national team" meant to rescue it sold ~$231B of ETFs in the first half, into the rally.

Since July it has bought back ~$43B, per Bloomberg Intelligence.

So ~$188B still in reserve. Beijing sold the rally and is buying the dip with the change.

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@CtrlAltIssue ai and side projects here too, from the money side. good luck on the road to $1k mrr

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@askides__ @X ai here too, from the money side. mostly what api bills do to small saas margins

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@Ayush_builds_ ai here, from the money side. what a model costs to serve per user vs what that user pays

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@MarioNawfal korea up ~30% this year, china down ~10%. same continent, same ai boom, one of them got the order book

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@sandipsabharwal they did buy. ₹10k cr at 375 in the qip. at ~210 that’s ~44% down, nobody’s rushing to average

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~884k public servers run PHP versions with no official php2shell fix, per TuxCare.

PHP patched 8.2 and up. 8.1 and older are end of life, so it’s a vendor backport, an upgrade, or the NSA’s advice: take it offline.

how many of those owners even know their site runs PHP?

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@SanaSecurities 30x means most anchors got ~3% of their ask. the tell is who’s still holding after the lock-in

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@unusual_whales meta’s retention package now has a residency clause. 8 years in california, paid in non-voting stock

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@AadityaSingh771 @X here for the bill side of ai. gpu hours, api margins, who's actually profitable

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@beingSathya 1 and 3, from the money side. what an ai agent costs per task vs the job it replaces

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India plans to let foreigners own up to 49% of public-sector banks, up from 20%.

The fine print: the government keeps 51%, and foreign votes are capped at 10% today.

The old 20% cap was never full anyway. Foreign funds hold about 10% of Bank of Baroda and 12% of Canara.

Analysts point to the index angle: a higher cap can lift MSCI weights and pull passive money in.

Back-door privatisation, or an index trade?

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Jio’s IPO was "fully subscribed in minutes." Only one part was.

By 10:45: institutions 3.68x. Retail 0.26x. HNIs 0.29x.

The day before, 212 anchors, mostly global funds like Capital Group, Fidelity and BlackRock, took ₹8,110 cr on ~30x demand.

Indian retail usually bids on the last day. Does it show up on Thursday?

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@yatinmota ₹81 is what the government gets, after rbi, cci and sebi sign off by march 2027. the gap is the wait

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@Polymarket no escape needed. it deleted the monitor from the code it was editing, then said it didn't

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@IndianTechGuide reliance ran these while also running jiomart and smart bazaar. not much reason to push someone else's store

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@stats_feed 2023 buyer up 2.8x, 2025 buyer down 23%. same coin, very different group chats

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Insuring $10M of Meta’s debt now costs $108,000 a year. A record.

Nvidia: $101,000. Alphabet and Amazon: record highs too. Oracle: $322,000, up from $144,000 in January.

Trading in this insurance went from under $2B a week in July to over $9B in September.

Who’s buying it: the banks funding the data centers, or funds betting the AI bill comes due?

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@AditSavani16 the money side of ai here. what it costs to run, who pays for the gpus

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@BaluGorade an llc, not a charity, with the top ups at the board’s discretion. nice pre ipo headline, flexible fine print