Sunil Pandey

Ex Management Consultant, Explored over 300 cities, XLRI, Views are personal, RT not endorsement.

[Sunil Pandey @jeevessunil]

This clip cant fail to calm the riots.
Always brings the tempers down
@shekharkapur brilliantly made!!

[Mario Nawfal @MarioNawfal]

🇮🇩 This is how catastrophic fuel shortages have become in Bali.

With the Iran war having no end in sight, we can only expect the situation to become truly HORRIFIC before it gets any better!

Writer: Mhedi

[Viren Rasquinha @virenrasquinha]

Generally happens only in our dreams - Play the Asian Games 🏑 final, it is your 200th Match for 🇮🇳, score an incredible winning goal vs China, come back to glory in your country & state, and maybe, inspire a million young girls to play hockey - Lalremsiami @toisports @arnabsTOI

[Tukaram Mundhe @Tukaram_IndIAS]

The most expensive part of a hospital bill may never touch the hospital at all.

A patient admitted for care has no way of knowing whether the price on a medical consumable reflects its actual cost or a markup fixed long before it ever reached the ward. That gap in information is, at its core, a public health issue.

A survey of hospital consumables in Maharashtra found an IV infusion set with a trade price of ₹11.05 carrying a printed MRP of ₹325 ; a markup of 2,841%. A syringe procured at ₹6.75 carried an MRP of ₹57.20. A catheter procured at ₹29.41 carried an MRP of ₹310.

These are not elective purchases. Patients cannot compare prices, seek alternatives, or question a number printed on a box while receiving care and the MRP itself is often fixed upstream by manufacturers and distributors, disconnected from the trade price by a wide, unexplained margin. The result is a system where the party bearing the cost has the least information to evaluate it.

The regulatory gap is structural: scheduled medicines are capped under the Drugs (Prices Control) Order, 2013. Most medical devices and consumables are not leaving both the pricing and the information around it almost entirely unmonitored.

A review of these findings and clear guidelines on the permissible gap between trade procurement price and declared MRP have been recommended to the Department of Pharmaceuticals and the NPPA ; a step toward closing not just a pricing gap, but the information gap patients are left to bear alone.

#PublicHealth #GoodGovernance #Leadership #TukaramMundhe

https://t.co/Ye9CVzr8qU

[Sunil Pandey @jeevessunil]

@deveshtiwaree @vsvicky_ Not Nyka

[Sunil Pandey @jeevessunil]

@virenrasquinha The state also has to give grounds, my kiddos want to play hockey- but where what and how is a challenge!

[Sunil Pandey @jeevessunil]

MARKET MAKERS
Maruti is the true market maker of Auto in India, still is. Market leaders don’t wait for demand. They manufacture it. Maruti is now going all out to attack core problem of electric cars, scarcity of charging station- by committing upfront

https://t.co/W750gpanLx

[Varun Dubey @varundubey]

I am just so sick of this unnecessary rush to prescribe surgeries going on in our industry. Girl in her 20s gets prescribed a pace maker. At age 20. Comes to us for a second opinion. Our doctors took a super detailed history, as they always do, and figure out it was just drug interaction between her various acne medications!

Prescribing people things they don't need is not ok. We will do our best to fix this. Not sure if we can do it for everyone but we will try. Today we are launching a new product called Honest Second Opinions. If you have been prescribed surgery and are not sure if you really need it, email us your reports on [email protected] and come meet our doctors. They'll tell you whether you really need it or if there's something else we can try.

Don't want this to be commercial thing so I'm making this free. Even if you don't have a VIP pass, you can email us your reports and then come in and see our doctors to get an honest second opinion completely free.

I am proud to say that at Superhealth we prescribe less than half the surgeries than legacy healthcare. This is honest healthcare. It's for everyone.

[Sunil Pandey @jeevessunil]

Hey @MotilalOswalLtd, I’m using @Quicko_official for taxes, but it’d be even easier with your integration. Could you look into it for us?

[Geopolitical Conundrums of Bharat 🇮🇳 @GeoBharatIntel]

Silicon Showdown! 🎪
(Long thread alert!)
(Lot of details are simplified for easy understanding).

Donald Trump is threatening a 100% tariff on imported semiconductors. What it means? Chips could double in cost overnight.😮
What does that mean for Apple, Nvidia, AMD? Let's unpack this geopolitical tech circus🍿✨

📷 Global Chip Dependency: Tech giants like Apple, Nvidia & AMD all rely on semiconductors made abroad.

Taiwan’s TSMC alone produces ~90% of the world’s leading-edge Chips (the brains of iPhones, GPUs, etc.).

South Korea 🇰🇷 supplies memory chips in bulk.

And China? It assembles ~90% of iPhones and provides countless components. Even raw materials, e.g. rare-earth minerals for tiny magnets & parts in gadgets are largely controlled by China (～85–90% of global refining; each iPhone needs several rare earth elements). In short, US tech is hooked on Asian supply chains.

Apple’s Asia Addiction:
Apple may be America’s pride, but it’s deeply entwined with Asia. Nearly 90% of Apple’s products (like iPhones) are assembled in China. Don't confuse with the recent increase of India's share in the US market for "Made In India" iPhones. Here I am talking about global market share.

Its custom chips (A-series for iPhones, M-series for Macs) are fabricated exclusively by TSMC in Taiwan. Apple’s own supplier list reveals hundreds of partners in China, versus only a handful in the U.S. (They even flirted with using China’s YMTC memory chips, lured by ~20% lower prices, until U.S. bans blocked it).
Bottom line: Apple’s supply chain = Asia-dependent to the core.

Fabless Fragility (Nvidia & AMD): Nvidia and AMD design world-class chips in the US but manufacture zero of them at home.
Both are fabless firms: Nvidia’s GPUs and AI processors are built by TSMC in Taiwan (and some by Samsung in South Korea). AMD’s Ryzen CPUs and Radeon GPUs likewise rely on TSMC’s Taiwanese fabs. Neither company owns chip factories in the US, meaning almost every product they sell is imported silicon. Talk about putting all your eggs in East Asia’s basket! 🥚🌏

Trump’s Tariff Tantrum: Enter Donald “Tariff-Man” Trump 😏: who decided to drop a bombshell: a 100% import tariff on foreign-made chips and semiconductors. Essentially, double the price on every chip coming into the US. Why? To strong-arm companies into making chips in America. Trump said it plainly: “100% tariff on all chips! But if you’re building in the United States, there will be no charge.” In other words, build domestically or pay through the nose. It’s the big-stick approach.

Apple’s Golden Ticket: One company, though, got a free pass from this chip tariff apocalypse: Apple. 🍏
At an Oval Office presser, Trump exempted Apple from the tariffs, after Tim Cook buttered him up with a shiny gift and a pledge of an extra $100 billion in US investments. (Apple had already promised $500 B; now total U.S. commitment = $600 B).
In return, Apple’s imported chips won’t face the 100% duty. A sweetheart deal? You bet. Money talks in DC, and Apple’s massive US investment bought it a golden no-tariff ticket. 🎫😉

Nvidia: Caught in the Crossfire 🤖: Nvidia.
$1 trillion AI chip king wasn’t granted any special exemption. Its cutting-edge GPUs (think AI workhorses like the H100) are all made in Taiwan/Korea, so a 100% tariff could double their cost. 😱
Imagine a $20,000 high-end AI card suddenly costing $40,000! Nvidia would have to either eat the cost or pass it along (hello, pricier cloud computing 💸).
No surprise, Nvidia is now scrambling to mitigate the pain: reportedly eyeing huge investments in U.S. facilities to qualify for relief. In this tariff crossfire, agility is key for Team Green.

AMD’s Dilemma: AMD: the smaller underdog rival to Nvidia/Intel faces an even tougher bind. It relies on TSMC’s Taiwan fabs just as heavily, but unlike cash-rich Apple or Nvidia, AMD can’t easily plunk down $100B for a new U.S. fab.
If Trump’s 100% chip tariff kicks in, AMD gets hit full-force on every Ryzen CPU and Radeon GPU it imports. That means either much pricier PCs and game consoles or a big profit squeeze for AMD. It’s a classic case of what one analyst calls “survival of the biggest”.
Giant companies can afford to build locally or lobby for exceptions, while smaller players like AMD might just feel the burn 🔥

Collateral Damage: A 100% chip tariff is like a bull in a China shop for supply chains 🐂🏺.
It might ultimately spur onshore manufacturing, but in the short term it risks chaos. Higher costs on chips would ripple through to cars, phones, appliances. Basically any electronic device: raising consumer prices and hurting demand.
Companies’ profits would get squeezed as well. Remember how the 2020 chip shortage made cars and consoles scarce and expensive?
Now imagine that, but self-inflicted via tariffs. The plan is a high-stakes gamble. Potentially curing dependency in the long run, but with some serious immediate pain for consumers and industry.

Shifting Strategies: Facing this tariff threat, companies are already reconfiguring their gameplan.
Apple is accelerating its supply-chain pivot aiming to produce 25% of all iPhones in India by 2028 (to reduce reliance on China) and actively ramping up Indian manufacturing specifically to sidestep US-China tariffs. But these iPhones will be primarily for non-US market.
Chipmakers like TSMC and Samsung, for their part, are pouring billions into new U.S. fabs (e.g. Arizona, Texas) so that future chips can be “Made in USA”.
Meanwhile, Washington rolled out a $52B+ CHIPS Act to boost domestic production, and even negotiated tariff carve-outs for close allies (South Korea’s Samsung/SK Hynix won’t face the 100% levy).
The global tech map is being redrawn in real-time 🌐. Companies hedging bets across regions to avoid being caught in any one country’s crossfire.

India’s Take (🤞🇮🇳): From New Delhi’s vantage point, this chip turmoil is both a risk and an opportunity. It underlines why Atmanirbhar Bharat (self-reliance) has become a tech mantra for India. The Indian government is hustling to attract supply chains moving out of China and rolling out red carpets (and subsidies) for manufacturers.
Apple’s suppliers like Foxconn are already expanding iPhone assembly in India, and big players like Micron are setting up a $2.7B chip testing-packaging plant in Gujarat.
If global giants are looking to diversify production to neutral ground, India is positioning itself as the next big semiconductor and electronics hub.
In plain terms: India wants a slice of that silicon pie! 😎🇮🇳

Final Thoughts: Trump’s tariff gambit is part trade strategy, part reality show and the drama is just getting started. 😅
Apple played the game and got VIP treatment, while Nvidia and AMD are left sweating bullets.
U.S. supply chains are in for a bumpy ride with higher costs, but perhaps also a long-term resilience boost. And amid the chaos, India is angling to emerge as a winner by offering an neutral alternative.
It’s capitalism meets geopolitics, folks! A high-stakes poker game over the chips that run the world. 🎲✨

Stay tuned as the semiconductor saga unfolds.
The only certainty is that the global tech order is in for a remix! #Semiconductors #Geopolitics

[Vishal Bhargava @VishalBhargava5]

Gurgaon Real Estate: The House of Cards is on the Edge

[Shekhar Gupta @ShekharGupta]

India is re-hyphenating itself with Pakistan all over again.

Instead, it needs a new 3D strategy…

#NationalInterest https://t.co/2bidh4jqvP

[Sunil Pandey @jeevessunil]

@lalithockey @HockeyIndiaLeag @TheHockeyIndia Too early Lalit, stay on!!!!

[Shekhar Gupta @ShekharGupta]

Our #50WordEdit on the coverage of Raja Raghuwanshi murder on most TV channels

[Aditya Raj Kaul @AdityaRajKaul]

This is India. First batch of Female cadets graduate and pass out from National Defence Academy today. Jai Hind! 🇮🇳

[THE SKIN DOCTOR @theskindoctor13]

India has too many thankless people who don’t value the freedom the Army safeguards for them.

Then there are boys like Shravan Singh. During Op Sindoor, Army was stationed on his family’s farmland near the Ferozepur border. This young boy would carry water, milk, lassi, tea, and even ice from his home to the soldiers. Yesterday, the Army honored his spirit.

Imagine the boost of morale those soldiers must have felt, seeing the country’s future standing behind them and looking up to them. Shravan’s dedication alone outweighs the collective negativity of those who ungratefully undermine the very protectors of their liberty.

[Sunil Pandey @jeevessunil]

My Favorite innings of King Kohli!!

[Sunil Pandey @jeevessunil]

That did Age well 😂

[Ramesh Srivats @rameshsrivats]

Clever of PM Modi to subtly celebrate Mother's Day by being mum.

[Ministry of Defence, Government of India @SpokespersonMoD]

All media channels, digital platforms and individuals are advised to refrain from live coverage or real-time reporting of defence operations and movement of security forces. Disclosure of such sensitive or source-based information may jeopardize operational effectiveness and endanger lives. Past incidents like the #KargilWar, 26/11 attacks, and the #Kandahar hijacking underscore the risks of premature reporting. As per clause 6(1)(p) of the Cable Television Networks (Amendment) Rules, 2021, only periodic briefings by designated officials are permitted during anti-terror operations. All stakeholders are urged to exercise vigilance, sensitivity, and responsibility in coverage, upholding the highest standards in the service of the nation. 🇮🇳

Read more: https://t.co/bHscgUBMEV

#MediaAdvisory #NationalSecurity #MIBIndia #ResponsibleReporting

@rajnathsingh
@DefenceMinIndia
@SethSanjayMP
@HQ_IDS_India
@adgpi
@indiannavy
@IAF_MCC
@PIB_India

[Paras Chopra @paraschopra]

Wow, so much fake news!

Even by mainstream media. Shameful!