Jayaraman Rajah Iyer

IBCM Technology -

[Jayaraman Rajah Iyer @jayaribcm]

गुरुर ब्रह्मा गुरुर विष्णु: गुरु देवो महेश्वरः | गुरु साक्षात परब्रह्म तस्मै श्री गुरवे नमः||

[Ayaan 🐧 @twtayaan]

The creator of Linux just publicly called out the AI hype. Word for word.

Linus Torvalds took the stage at Open Source Summit 2026 and said this:

"When I see people saying 99% of our code is written by AI, I literally get angry. Because those same people — I can pretty much guarantee — 100% of their code is written by compilers. But they never say that."

He is not anti AI. The Linux kernel saw a 20% jump in submissions this release because of AI tools. He uses it. He gets it.

His point is something most people are too afraid to say.

AI is a productivity tool exactly like compilers were. Compilers boosted programming by 1000x. AI adds another 10x on top. Enormous. But nobody says "the compiler wrote my code." So why are we saying AI wrote it?

He also flagged something nobody is talking about.

AI is flooding small open source projects with drive-by bug reports. Someone runs a prompt, files a report and disappears when asked for a patch. Maintainers with one or two people are drowning trying to keep up.

"Sometimes AI reports a bug and when you ask for more information the person has done that drive-by and does not even answer your question. That is the real burnout issue."

And his final warning was the sharpest of all.

"People who do not understand the complexity of systems will prompt systems and write processes that will fail."

The AI hype crowd is very loud right now.

Linus has been building real systems for 35 years. When he talks, engineers listen.

Full interview here:
https://t.co/LmXJtvKc4O

[Bull Theory @BullTheoryio]

🚨 EVERYTHING THAT COULD GO WRONG FOR MARKETS WENT WRONG TODAY.

S&P 500 down -1.65%, wiping out $1.14 trillion.
Nasdaq down -2.60%, wiping out $1.11 trillion.
Gold down -3.38%, wiping out $1 trillion.
Silver down -6.9%, wiping out $280 billion.
Bitcoin down -6.31%, wiping out $80 billion.

In total $2.5 TRILLION wiped out in a single session. These were not isolated moves. Everything started breaking at the same time.

It started with the jobs report this morning.

The US economy added 172,000 jobs in May. Wall Street expected 88,000. That is almost double.

On any normal day, strong jobs is good news. But inflation is already at 3.8% and oil is sitting at $90. A labor market this strong tells the Fed it cannot cut interest rates and may actually need to raise them.

The probability of a rate hike this year went from 40% to 57% in a single day. That spooked every investor holding tech and growth stocks because higher rates mean those stocks are worth less today.

Then the AI trade started cracking.

Yesterday Broadcom reported record earnings: revenue up 48%, AI chip sales up 143% and the stock still crashed 12.6%. The reason was simple.

Broadcom did not raise its AI revenue targets for the year. Investors had expected it to. That single miss made people ask a question they had been avoiding for months: are we paying too much for AI stocks?

That question got louder today when a research firm called SemiAnalysis revealed that Nvidia's next-generation AI chips will need significantly less memory than everyone assumed, roughly half of what the market was pricing in.

Memory chips are what companies like SK Hynix and Samsung make. SK Hynix fell nearly 10% today. Samsung fell over 6%.

South Korea's entire stock market crashed 5.5% in a single session. Japan's semiconductor stocks did the same.

And then Anthropic added fuel to the fire by publishing a report warning that AI is getting close to the point where it can improve itself without human help and calling for a global pause in AI development.

Coming on the same day as the memory demand news and Broadcom's miss, it fed a single growing fear across the market: what if the AI boom is moving faster than the business models can keep up with?

Underneath all of this, there is a liquidity problem nobody is talking about.

SpaceX goes public next week at a $1.75 trillion valuation. Anthropic just filed to go public. OpenAI is next.

These three companies together are worth $4 to $5 trillion. Fund managers need cash to buy into these listings.

But cash levels are already at their lowest since early 2024. The only way to raise cash is to sell what they already own. That selling is happening right now.

The new Fed Chair Kevin Warsh will also hold his very first policy meeting in 11 days. He was appointed by Trump with the expectation of cutting rates.

He is now walking into a situation where inflation is high, oil is high, and the job market is running hot. Investors do not know what he will do.

When nobody knows what the most powerful central banker in the world will decide in less than two weeks, the safest move is to reduce risk today.

Everything that could go wrong, went wrong at the same time. A hot jobs report, a collapsing ceasefire, a crack in the AI trade, a trillion dollar liquidity drain, and a Fed meeting with no clear outcome.

[K.Annamalai @annamalai_k]

Our political movement has achieved a milestone, with over 10 lakh leaders registering within just 10 hours. This extraordinary response is a powerful reflection of the growing belief in our shared vision and collective mission.

I extend my heartfelt gratitude to every individual who has placed their trust in this movement.

https://t.co/ZCljDx3Zgu

[Narendra Modi @narendramodi]

India’s digital infrastructure journey is gathering remarkable momentum.

AirTrunk has announced plans to invest around Rs. 3 lakh crore ($30 billion) in India, and develop 5 GW of data centre capacity. This is among the largest proposed investments in the country’s digital infrastructure ecosystem.

Such investments will strengthen India’s position as a global hub for cloud computing and AI, while generating employment opportunities, supporting local supply chains and accelerating innovation-led growth.

It is clear that the future of the world’s digital economy is increasingly being shaped in India!

[Norway Chess @NorwayChess]

🇮🇳 PRAGGNANANDHAA IS THE NORWAY CHESS CHAMPION 2026 👏👏👏

#NorwayChess
📷 Norway Chess / Tor Nilssen & Kjetil V. Tveito

[Jayaraman Rajah Iyer @jayaribcm]

गुरुर ब्रह्मा गुरुर विष्णु: गुरु देवो महेश्वरः | गुरु साक्षात परब्रह्म तस्मै श्री गुरवे नमः||

[Raju Narayanan 🇮🇳 @TweeetzR]

Dear Fellow Nationalists,

Let’s make it clear that TN bjp and National BJP are completely different !

No ideological match between TN BJP and National BJP and there are very few ideological leaders in TN BJP and the rest are dumbs, silently backing Dravidian parties only .

This is the main reason that @annamalai_k ji resigned from TN BJP .

An intellectual can’t survive among dumbs. Atleast we should welcome the move if he starts a new party and this is the prominent change that Tamilnadu really needs . It’s the need of the hour !

#annamalaitamilnadu #Annamalai4TN

[Mahesh Jethmalani @JethmalaniM]

The Delhi anti-Hindu riots in February 2020 did not begin on the streets. And this revelation might be the beginning of the end of the careers of charlatan 'activists'.

The Delhi Police's 2700-page chargesheet says it began in rooms where activists, lawyers, student leaders and professional “dissent managers” discussed mobilisation, chakka jam, social media narratives and mosque-led street pressure.

The question is: how many riots in India were first drafted in such drawing rooms before they exploded on the streets?

This expose by @UnSubtleDesi in @OpIndia_com is clear: Prashant Bhushan’s Jangpura premises hosted one of the earliest conspiracy meetings attended by Umar Khalid, Sharjeel Imam and Yogendra Yadav.
https://t.co/LFOHacNc0r

[News Arena India @NewsArenaIndia]

"We are going to start the movement through https://t.co/rzLO9OfzqL, APJ Abdul Kalam centre for ethics and policy will train our youths for elections."

- Annamalai

[Suresh @surnell]

#Reality Power brings the crowd, its absence brings the truth.
Alone in a world that once bowed.

Goes on to prove that nothing is permanent, least of all power. Once the chair is gone, you walk alone

[Indian Tech & Infra @IndianTechGuide]

🚨 This is what people are getting in return for vacating old chawls in Mumbai. 👌🏼

[Ahmed Khalifa @_A_khalifa]

Nothing can stop the
coming regime change in Iran!

The fury of the people
in the streets scares the
mullahs more than
a thousand airstrikes combined!

Get ready, we’re about
to see this force explode!

[Adity Arora @ArrushAdityadev]

If you have ever received a free Kundali reading, guidance or benefited from anything I have shared, I have a humble request.

Please feed poor, helpless elderly people tomorrow or offer food to cows.

Purushottam Maas is currently underway, Purushottam Maas is a sacred month dedicated to Lord Vishnu. It occurs only once every three years and Tomorrow is an especially auspicious day for charity and seva.
A small act of kindness can make a big difference in someone’s life.

🙏 Let’s spread some goodness and make someone’s day a little better.

[We The Leaders @HinduAstraX]

9 லட்சம் பேரு இணைந்து உள்ளன இப்போ வரை.🔥🔥🔥🔥🙏🙏🙏
#annamalaihq #AnnamalaiParty #AnnamalaiSpeech

[Army of Dheeran Annamalai @annamalai_chap2]

சென்னை மண்ணில் கால்பதித்தார் தலைவர்!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: MicroStrategy's, $MSTR, unrealized loss on its Bitcoin holdings rises to a record -$12.7 billion.

This puts the company's position down -$28 billion over the last 12 months.

[Tulsi Gabbard 🌺 @TulsiGabbard]

My husband Abraham was diagnosed with a very rare sacral chordoma. The surgery to remove bone and surrounding tissue lasted almost seven hours and was successful. He had a rough night and is in a lot of pain but is finally home resting. Now recovery begins. We’re so grateful for the outpouring of prayers and kind messages from all of you. Our hearts are full. ❤️

[Parimal @Fintech03]

1 of the oldest stories in the Markandeya Purana tells of Surya (the Sun), who possessed such blinding, intolerable heat & brilliance that his wife, Sanjna (which translates to twilight/torm cloud), could no longer stand to be near him. She fled to the cooler polar regions, leaving her shadow, Chhaya, in her place.

When Surya discovered the swap, her father, Vishwakarma (the divine architect), stepped in to shave off 1/8th of the Sun’s raw brilliance, restoring equilibrium so the couple could reunite.

For centuries, Western scholars dismissed this as simple campfire folklore. However, modern archaeo-astronomy & ice-core data have completely vindicated the rishis: Recent global analysis of ice cores drilled from Greenland & Antarctica revealed a massive, freak anomaly in the earth's atmosphere: a violent, apocalyptic Coronal Mass Ejection that struck Earth around 7176 BCE. (Reference Paper: https://t.co/79Sz0Tu1Wd)

This event was estimated to be 2 order of magnitude larger than the Carrington Event of 1859. It completely ionized the upper atmosphere, causing the entire sky to blaze with an intense, super-bright luminosity that made the Sun appear blindingly hot even during the day, accompanied by spontaneous, widespread lightning.

The ancient Indians witnessed this terrifying cosmic event, tracked the Sun's eventual return to baseline stability & perfectly preserved the data log of a massive solar max-min cycle inside an unforgettable allegorical story.

[Parimal @Fintech03]

I will not get into the Vivekananda story & focus on Maharani Sannidhana. While the foundation stone was laid by a mature Maharaja Krishnaraja Wadiyar IV in 1911, the initial masterstroke of donating the land & securing the institute happened when he was still a minor.

The person who made the executive decision was his mother, Maharani Kempananjammani Vani Vilasa Sannidhana, who was ruling as Regent. When J.N. Tata’s ambitious proposal for a world-class research university was floating around, it faced severe bureaucratic resistance from British Viceroy Lord Curzon, who openly scoffed at the idea of Indians running a high-end research institute.

Recognizing a rare window for long-term state sovereignty, the young Maharani bypassed the British skepticism. Guided by her brilliant Dewan, Sir K. Seshadri Iyer, she committed the 371 acres of land & 5 lakh rupees from the state treasury before the British could officially counter the move. It was a daring geopolitical gamble by a young Indian matriarch to permanently plant the seeds of modern scientific research on Indian soil.

[Jayaraman Rajah Iyer @jayaribcm]

गुरुर ब्रह्मा गुरुर विष्णु: गुरु देवो महेश्वरः | गुरु साक्षात परब्रह्म तस्मै श्री गुरवे नमः||