Mango man!

India First!

[Flightradar24 @flightradar24]

Following a gear collapse at the gate in Frankfurt, Lufthansa 787-9 D-ABPQ has been significantly damaged. Today’s LH450 has been canceled. We are awaiting more information on any potential injuries.

[StockMarket.News @_Investinq]

Nicolai Tangen, CEO of Norges Bank Investment Management pressed IBM CEO Arvind Krishna directly on whether AI is a bubble (Save this).

And Krishna responded with what has become known inside financial circles as the $8 trillion math problem.

A single gigawatt of AI data center capacity filled with accelerators, liquid cooling, and power infrastructure costs roughly $60 to $80 billion to build and populate.

The industry has committed to more than 100 gigawatts of buildout globally.

That is $6 to $8 trillion in capital expenditure and because AI grade hardware depreciates on a five-year cycle, that entire sum must be effectively replaced and refreshed every five years.

To service the interest on $8 trillion in capital at a conservative 10% borrowing rate, the AI ecosystem would need to generate approximately $800 billion in annual profit, a number that currently exceeds the combined net income of every large technology company in the world.

Goldman Sachs estimates $7.6 trillion in aggregate AI CapEx between 2026 and 2031 alone, and Reuters Breakingviews has flagged that even if the capital is available, physical bottlenecks power permits, land, cooling infrastructure, and electrical grid connections mean that half of the planned data center projects are being cancelled or delayed before they ever go live.

Krishna also raised a second, structurally distinct concern that markets have largely ignored.

He argued that the largest foundation models, GPT, Gemini, Claude, Llama are converging toward commodity status.

When a product is a commodity, switching costs collapse.

When switching costs collapse, pricing power evaporates and margins compress regardless of how much capital was spent building the capability.

Morningstar's equity research team conducted a review of 132 technology companies in 2026 and found that AI had caused moat rating downgrades across roughly 40 major stocks concentrated in enterprise software, IT services, and SaaS with Adobe, Salesforce, Workday, and ADP among the companies whose competitive moats have materially weakened.

The implication is that the companies spending the most on AI model development may be building an asset that is simultaneously the most expensive to produce and the most difficult to monetize with durable margins.

This bear case is serious but it is also incomplete and that is what makes Krishna's framing so important to understand precisely.

When pressed further, Krishna explicitly said he does not believe there is an AI bubble in the technology itself only in a subset of the infrastructure capital that is being deployed against speculative assumptions rather than proven demand.

He draws the same analogy, the fiber optic overbuild of the late 1990s. Dozens of companies went bankrupt laying cable that nobody was using.

And yet that exact "wasted" infrastructure became the physical backbone of every cloud company, every streaming service, every mobile network, and every modern AI training cluster that followed.

The builders lost, the infrastructure won.

And the companies that were built on top of it, Amazon, Google, Netflix, Salesforce compounded for two decades.

The question, as Krishna framed it, is not whether AI is real.

It is which capital deployment earns a return versus which gets stranded and crucially, whether you own the stranded assets or the companies built on top of them.

On winners, Krishna was direct that distribution is the moat on the consumer side, and enterprise is wide open.

The data supports this, Meta with 3.3 billion daily active users across Facebook, Instagram, and WhatsApp is building AI into a distribution network that no startup can replicate at any cost.

Meanwhile, the productivity evidence arriving in real time is beginning to challenge the bear case's revenue projections.

Jensen Huang just showed on stage at Computex that GitHub commits, the universal measure of global software output nearly tripled in the first months of 2026, effectively converting $3 trillion in developer salaries into $9 trillion in productive output.

That is measurable, real time economic value already flowing through the system and it feeds directly back into token demand in a compounding loop that Krishna's static CapEx math does not fully capture.

[Team Hindu United @TeamHinduUnited]

Former village pradhan Irshad Ali encroached on a Dalit Hindu’s land in Dehradun.

When the Hindu owner tried to sell his own land, Irshad and his gang brutally thrashed the buyer.

They openly declared: “This is my area. I am the police and I am the law here. No one is above me."

[Arpit @ag_arpit1]

In Hyderabad, Telangana, a minor Hindu girl died by suicide after non-stop harassment by Fasiuddin.

She left a note naming him. Hindu groups called it 'Love J!had', and BJP-VHP demanded a bandh. Police arrested him under POCSO and abetment to suicide.

[RadioGenoa @RadioGenoa]

Italian patriot Simone Carabella shows up at an Islamic party in Rome with a roast pork sandwich: "Rome is my home, no one can tell me what to do or not to do."

[Team Hindu United @TeamHinduUnited]

A Muslim girl came to our home and took my minor Hindu daughter out.

Later, she helped a Muslim man elope with my daughter," alleged the Agarwal family in Jaunpur, UP.

Parents are in shock and appealed for police action.

[Megh Updates 🚨™ @MeghUpdates]

Warning: Headphones ⚠️

Muslims of the area where Surya was brutally killed opposed bulldozer action on Asad's house saying, "Follow the Constitution"

Angered hindu men and women replied with volley of verbal tsunami on the sympathisers:

Was he murdered according to the Constitution...?

The whole plan was hatched on Eid day here. Why? What message you wanted to send?

Now in this alley not a single one of your shops should open!

[Mahesh Jethmalani @JethmalaniM]

Cash.
Termite infested.
From a college in Kolkata.
This is from Trinamool Congress era where the student union was run was TMC youth wing.

Question is who led that wing?

What else will tumble out of these cupboards?

[Ken @Airte747]

@elonmusk The leftist do not care about anyone.
It only needs to serve a purpose.
For instance, Islam is the biggest practitioners in slavery even as we speak.
George Floyd was just a tool for them to use to sow chaos.

[Team Hindu United @TeamHinduUnited]

Adil, Shahzad and Razia Sultan lured a Hindu girl with a fake job promise, and forced her into prostitution in Dehradun.

Bajrang Dal rescued the victim and rightly said: "People come to Devbhoomi for devotion, but these Islamists are spoiling the atmosphere."

[Hindutva Vigilant @Viglnthindutva]

"Dear Hindus don't rent out your houses to muslims just for some extra money"

[Bhakt Prahlad🚩 @RakeshKishore_l]

Another Day, Another Hindu’s life taken by Jihadists by Stabbing😡💔

Abhishek stabbed in Delhi under PS New Usmanpur by MOB of 12-15 people.

Enough of this Coward government & police❗️

[Trunicle @trunicle]

“My wife was sick so I had s€x with my daughter. I did it 5 to 6 times.” reveals a
J!hadi man.

Should he be given a harsh punishment?

[Pakistan Untold @pakistan_untold]

"...Pakistani Hindu minor girls age's are written on board in the mosque, and then they're tracked by Muslim boys of that locality for conversion..."

- Junaid, Indian Muslim

[News Algebra @NewsAlgebraIND]

BIG NEWS 🚨 Dilip Ghosh slams Kapil Sibal.

KAPIL SIBAL : "Abhishek Banerjee was attacked. I am ashamed to live in this country where ruling party destroys democratic foundations"

DILIP GHOSH : "Come to West Bengal, sit at a roadside tea stall, & see for yourself how people here welcome you. You spent your life chasing money. You are still backing thieves and committing sin"

[Political Kida @PoliticalKida]

“No one hates Modi & BJP more than me, but Rahul Gandhi can’t handle an energy crisis or a war like PM Modi”

"He has no qualification to be PM except that his father, grandmother & great-grandfather were PMs"

Hardcore leftist Ramachandra Guha brutally exposing Rahul Gandhi.. 😂

[Revolutionary Monk @RevolutionMonk]

Hearing their reactions—the laughter, the smugness, and the condescending responses—to the slaughter of 17-year-old Surya Pratap by a member of their Qaum brings another Pratap, Brigadier Pratap, and his statement to mind.

[BhikuMhatre @MumbaichaDon]

'Women were raped in front of their husbands and brothers'

If you don't get goosebumps after listening to Gargi Nandi Roy explaining cut-money, extortion & r@pe culture of TMC goons, you are a qualified 'Sickular'.

[Treeni @treeni]

ANOTHER SURYA!

BREAKING: Dhanraj Maurya brutally mob-lynched by Asif, Sajid, Majid, Salim & gang on Bakrid; died during treatment in Balrampur, UP.

Family halted last rites demanding all arrests; agreed after MLA Rampratap Verma’s assurance.

5 arrested, 2 on run.

[Boiled Anda @AmitLeliSlayer]

Mohammad Shiraz, who r@ped a 12 year old girl in Ghaziabad City of India has been arrested by the Uttar Pradesh police after an encounter.

The girl went into critical medical conditions after this incident.

@_sayema is allegedly related to Shiraz 😱😱