Jayesh Mohta

[Ajay Bagga @Ajay_Bagga]

Australia declares El Nino set to be strongest in decades

[Jayesh Mohta @mohta_jayesh]

😭

[Aviral Bhatnagar @aviralbhat]

Prediction in the next 12 months:

- SpaceX's IPO will greatly temper the hype cycle
- OAI/Ant IPOs will force cash-flow reality
- Token costs will rise to meet cash-flow expectations
- Job loss doomerism will subside
- Humans will "become cool again"
- GCCs in India will thrive

[RedboxGlobal India @REDBOXINDIA]

Swiggy, Zomato, Uber Asked To Register Gig Workers By June 21

The Labour Ministry has directed digital platforms including Swiggy⁠, Zomato⁠, Uber⁠, Ola⁠, Rapido⁠, Blinkit⁠ and Zepto⁠ to upload details of their gig workers and complete integration with the government’s e-Shram portal by June 21, 2026.

[Aviral Bhatnagar @aviralbhat]

Reliance generates $120B of revenue, $10B of profit and is valued at $170B or ~1.5x revenue

SpaceX generates $18B of revenue, $5B of loss and as is valued at $1.7T or ~100x revenue

Selling a dream to the moon by perhaps today's greatest fundraiser takes the stock to the moon

[Uday Kotak @udaykotak]

SpaceX IPO, listing, and beyond, is a true test for capitalism. The valuation does not fit any traditional matrix and is a huge bet on the future course of planet earth. Only time will tell whether we, the human race, have arrived into the fairy tale world we grew up in as children, or are in a mega bubble. Either ways, kudos to the man who came as an immigrant, and to the country that has allowed such boundless creativity to flourish despite all the risks it embeds.

[RedboxGlobal India @REDBOXINDIA]

IRAN CONFIRMS US IRAN DEAL

[RedboxGlobal India @REDBOXINDIA]

FINANCE COS IN FOCUS

MORE INDIANS BUYING SMARTPHONES & LAPTOPS ON EMIs AS DEVICE PRICES RISE EMI-based purchases now account for roughly 45% of smartphone and laptop sales.

Retailers are pushing brands and financiers to offer 36-month zero-cost EMI schemes, particularly for premium smartphones.
Rising device prices are driving consumers toward longer-tenure financing options: MC

[RedboxGlobal India @REDBOXINDIA]

SEBI MOVES TO ELIMINATE NSE-BSE PRICE GAPS

• SEBI proposes uniform price bands across NSE and BSE for the same stock

• Aim is to eliminate pricing discrepancies between exchanges

• Focus on illiquid and thinly traded stocks where anomalies are more common

• Proposal expected to improve liquidity and price discovery

• Small-cap stocks could see smoother and more efficient trading

• Retail investors likely to benefit from more consistent pricing across markets

[Cricbuzz @cricbuzz]

Another Dravid on the India pathway 👏

Anvay Dravid, Rahul Dravid's younger son, has received his maiden India U19 call-up and has been named in the One-Day squad for the Sri Lanka tour

His elder brother Samit was also selected for India U19 in 2024, but missed out due to injury

[Rajdeep Sardesai @sardesairajdeep]

INTERESTING: If Nehru became PM only after the 1952 election as is now being claimed , then was Sardar Patel never really Deputy PM and India’s first Home Minister since he died in 1950?
The trouble with cherry-picking history is that it eventually contradicts itself.🙏

[Hindutva Knight @HPhobiaWatch]

Akhilesh yadav daughter with Son of Omer Abdullah in London

Tum log samajwad, PDA karte raho.

[Nithin Kamath @Nithin0dha]

One of the biggest changes after COVID has been the sharp rise in the number of women investors.

Before COVID, women accounted for roughly 15–17% of all Zerodha accounts. Today, that number is over 30%. Across markets, that number is around 23%.

That's millions more women investing for the first time across!

Of course, some of these accounts are still managed by the men in the family. However, it's encouraging to see more women from all walks of life taking control of their finances.

We've been running In Her Interest, a women-only initiative to help women learn how to take control of their money. It's an offline, in-person meetup across cities, and the response has been incredible. The turnout, engagement, and quality of conversations have been incredible.

India still has a long way to go when it comes to improving financial literacy among women, but things are changing slowly.

[Nirmalya Dutta @NonsensicalNemo]

https://t.co/09K9CiElYH

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran announces that it is HALTING its military operations against Israel after several attacks by both sides.

Details include:

1. The IRGC warned that any further strikes by Israel in Iran or Lebanon would trigger "a far stronger and more forceful response"

2. The move comes an hour after President Trump said "Israel and Iran must immediately stop shooting"

3. Trump also announced that "Both sides, Israel and Iran, are looking to do an immediate ceasefire"

US stocks are rising on the news.

[Sahil Kapoor @SahilKapoor]

All narrative about Silver usage in PVs and what not is gone.

The stories peddled to you as fundamentals are important only when price is logical.

Always ask 'How much?'

[RedboxGlobal India @REDBOXINDIA]

PRICE WAR: GOVT LAUNCHES E85 ETHANOL FUEL PLANNED TO BE ₹20/LITRE CHEAPER THAN NORMAL PETROL

[Press Trust of India @PTI_News]

Domestic cooking gas LPG price hiked by Rs 29 per 14.2-kg cylinder: Sources

[Rajdeep Sardesai @sardesairajdeep]

Cricket gyaan: India A squad for Sri Lanka: NO Sarfaraz Khan yet again ?? Is he not even good enough now to play for India A? Coach Gambhir @GautamGambhir has rightly said that players deserve a long run. The only one who hasn’t got that benefit is Sarfaraz . 6 tests with a hundred and 3 fifties and a first class average of 64. Is there more to it than meets the eye? Hope @imAagarkar who’s done a fine job as chairman of selectors will resolve the puzzle. @BCCI

[Jayesh Mohta @mohta_jayesh]

Please check @drm_raipur @RailwaySeva

Daily commuters are facing a lot of inconvenience because of these frequent delays.

[Suraj Sahu @iamsuraj_16]

@drm_raipur @DRMBilaspur @drmngpsecr @RailwaySeva @RailMadad @RailMinIndia @AshwiniVaishnaw