Amy

[Vishnu Agarwal @vishnuagarwal64]

Everyone is calling defence textiles the next big thing.

Parachutes for Gaganyaan, stealth camo for the Army, decoy systems that fool enemy sensors.

- Kusumgar Ltd makes all of it, and it opens for IPO on July 8.

- In FY26, both its revenue and its profit went backwards...

Let's read the RHP properly.🧵 1/12

[Allen Braden @allen_explains]

50 WEBSITES GOOGLE DOESN'T WANT YOU TO KNOW

1. 12ft. io — bypass any paywall
2. libgen. is — millions of free textbooks
3. sci-hub. se — free research papers
4. alternativeto. net — find free app alternatives
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34. consensus. app — search what science agrees on
35. connectedpapers. com — map research visually
36. semanticscholar. org — free academic search
37. scispace. com — understand any research paper
38. summarize. tech — summarize any YouTube video
39. phind. com — AI search for developers
40. regex101. com — test any regex instantly
41. codebeautify. org — format any code cleanly
42. jsonformatter. org — read JSON like a human
43. explainshell. com — understand terminal commands
44. raindrop. io — bookmark manager that works
45. downdetector. com — check if any site is down
46. tineye. com — reverse image search
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The internet is bigger than Google shows you.

Most people never leave the first page.

[Spadex95 @spadex950]

#Thread || I've seen endless videos of 🇮🇳 soldiers training to operate FPV drones. Not a single one showing evasion training.

So I dug into what soldiers on the ground actually figured out themselves. Here's what works. 👇

[Ridark @ridark_eth]

I genuinely don't understand why everyone isn't using this yet

Andrej Karpathy, a co-founder of OpenAI, posted a simple idea that hit 16 million views: stop using AI to write code, use it to build a second brain.

You point Claude Code at a folder, drop in any source, an article, a transcript, a PDF, and Claude reads it, links it, and files it into a living wiki of everything you know. It compounds like interest, the more you feed it, the smarter it gets.

Here's the whole thing:

> Install Obsidian, create a vault, open it in Claude Code

> Paste Karpathy's wiki idea file and tell Claude to build it

> Claude makes three folders: raw for sources, wiki for its pages, a CLAUDE.md that runs it

> Drop any source into raw and say "ingest this"

> Ask questions across everything, forever

Five minutes to set up, and you never start from a blank chat again.

Full step-by-step guide with Claude and Obsidian, link below.

Bookmark this

[Anatoli Kopadze @AnatoliKopadze]

NVIDIA CEO, Jensen Huang:

"Nobody writes prompts anymore. The new job is to write and handle loops."

This is the shift that's going to define the rest of 2026.

53 minutes of pure insight from one of the richest men on earth.

Watch it, then read the full guide on how to actually use loops below.

[Raytar @Raytar]

My friend applied to 200 tech jobs in two years. No CS degree. No callbacks.

Last month Anthropic offered him $750,000.

All because of one Stanford lecture. Free on YouTube. One hour.

A professor explains how ChatGPT actually works. Not the Twitter version. The real one.

He watched it in bed. Paused it eleven times. After that hour he told me something I didn't believe. "It's embarrassingly simple."

Three days later he applied to Anthropic.

Every single question they asked him, he knew from that video.

[Aria Westcott @AriaWestcott]

A YouTuber just did what $60 billion in funding could not stop.

PewDiePie basically built a free ChatGPT and Claude that runs on your own computer, answers to no company, and never sends a word to anyone.

He handed it to 100 million people. You can be one of them. Here is how:

[AI Panda @AIPandaX]

A guy was ready to drop $1,500 on a new OLED TV because his 3-year-old Smart TV was freezing up and took 5 seconds just to respond to the remote.

He unplugged it. Deleted old apps. Cleared the cache. The lag kept coming back.

He went to Best Buy to get a replacement.

The home theater installer in the blue shirt stopped him: "Before you spend a grand, let me show you something."

He grabbed a remote and shook his head.

"There are 8 hidden tracking settings throttling your TV's processor right now. Manufacturers turn them all on by default. Nobody tells you they exist. Let's fix this."

Here's what he showed him in the next 8 minutes. 🧵

[Akshay 🚀 @akshay_pachaar]

Google just dropped a new LLM!

You can run it locally on just 8GB RAM.

Let's fine-tune this on our own data (100% locally):

[Muhammad Nasir @AiWithNasir]

My friend lost 18.5 kg using Claude.

No gym.
No dietitian.
No apps.

Just 7 prompts he sends to Claude every morning.

I’m sharing all of them—don’t forget to save them: 👇

[たけぞう@モテマッチョ職人 @takezo_training]

88kgから半年で15kg痩せたから
言うけど、本気で痩せたいなら
食事習慣でやめた方がいいことは

❌ 絶対やめたほうがいいこと
・完璧な食事管理
・水1日2L以上飲む
・とりあえずの断食
・夜ご飯はサラダだけとかの愚行
・ほっそいインフルエンサーの真似

⭕️ 絶対やったほうがいいこと↓

[Arun Garg @_gargarun]

In 2020, Tata Power was at ₹35.

Today? ₹400+.

People who held it?
Life changing returns. 💰

Here are 5 stocks sitting
at that same position TODAY. 👇

A thread 🧵
(Save this NOW)

[Raghav Wadhwa @raghavwadhwa]

Markets have crashed by 13% since the Middle East war started. Smallcaps are down 22%.

I went back and studied exactly what happened during the Russia-Ukraine crash of 2022 — sector by sector, week by week.

It's almost the same script playing out again.

The Setup — 2022 vs 2026

Russia-Ukraine (Feb–Jun 2022):
→War broke out Feb 24.
→Brent crude spiked from $90 to $127.
→FIIs sold roughly ₹70,000 Cr in a single month.
→Nifty dropped from around 18,000 to 15,183 — an 18.4% peak-to-trough fall.
→India VIX crossed 30.

The worst-hit sectors were IT (down 22%), Realty (down 20%), and Auto (down 18%). Energy and PSU stocks barely flinched — down just 5%.

Middle East Crisis (Feb–Mar 2026):
→US-Israel-Iran conflict escalated.
→Brent crude crossed $100.
→FIIs have dumped ₹60,000+ Cr in the March series alone.
→Nifty has fallen from around 26,000 to 22,900 — about 13% so far.
→India VIX spiked to 27, the highest since June 2024.

The worst-hit sectors? Auto (down ~15%), Realty (down ~15%), IT underperforming since February. Energy and PSU names? Down only 5-6%.

Same sectors leading the fall. Same sectors holding up. Same FII behaviour. Even the VIX spike is in the same ballpark.

Now Here's the Part That Actually Matters — What Happened AFTER the 2022 Bottom

Nobody talks about this during a crash. Everyone's too busy doom-scrolling.

After Nifty bottomed in June 2022, here's how sectors recovered over the next 3 months:

Nifty Auto rallied 45% from the bottom.
Metals bounced 35%.
Financial Services recovered 30%.
Midcaps and Smallcaps both came back 25%. Bank Nifty gained 25%.
IT was the last to recover, up just 12%.

The pattern is mechanical, not emotional. When FIIs panic-sell, they dump the most liquid, highest-beta names first. When the selling stops, those exact names snap back the hardest.

Auto led because it was the most oversold relative to its actual earnings. IT lagged because global tech weakness was a separate issue from the war.

Applying the 2022 Template to Today

If history rhymes, the sectors that have corrected the most right now should lead the recovery.

Here's what's most beaten down:

Smallcap 250 index is down 22% from highs.
PSU Bank index has crashed 16% in just one month.
Auto and Realty are both down around 15%.
IT has been quietly underperforming since six months.

On the other hand, energy stocks are down only 5-6%. Defensive names like NTPC and Power Grid actually posted small gains on some of the worst crash days.

If 2022 is the playbook, Auto and Financials lead the rebound. Metals could outperform if supply disruption keeps commodity prices elevated even after tensions cool.

5 Data Points Beneath the Panic

These are the numbers I'm watching more closely than the Nifty level:

→ FII net shorts are at 250,000 contracts. In 2022, similar levels marked the bottom. Short covering alone can push the market up 5-7% in a few sessions.

→ India VIX at 27+. In 2022, it peaked around 33 and started dropping before prices recovered. We're close to peak fear but probably not there yet.

→ DIIs have been net buyers in every single session during this crash. Domestic institutions are quietly accumulating what FIIs are throwing away. Same exact pattern as 2022.

→ Goldman Sachs just cut India's GDP forecast by 1.1% to 5.9% and downgraded Indian equities from "overweight" to "market weight." For context, Goldman downgraded India in March 2022 as well. The market bottomed 3 months later and rallied 25% by December. Brokerage downgrades near bottoms are a feature, not a bug.

→ India's Equity Sentiment Indicator has slipped into oversold territory. Historically, this has been one of the more reliable contrarian signals.

⚠️ THE HONEST PART — WHY THIS TIME COULD BE DIFFERENT

I'm not writing this to sell you a feel-good "buy the dip" story. There are real differences between 2022 and now that you should understand before deploying capital:

Crude at $98-100 is more sustained this time. The Strait of Hormuz is an existential chokepoint for global oil supply in a way that Ukraine never was. If Hormuz gets disrupted, crude doesn't stop at $100 — it goes to $120+.

Goldman raised India's CPI forecast by 70 basis points. If inflation stays sticky, RBI won't be able to cut rates to support recovery the way it eventually did post-2022.

This conflict involves direct US military engagement, not just economic sanctions. The escalation risk is structurally higher.

Valuations aren't as cheap as 2022. Nifty was trading at ~18x PE when it bottomed in June 2022. Right now we're still at roughly 20x. Another 5-10% down before we hit genuine value territory is very possible.

And specific sectors face real headwinds regardless of war resolution. Cement companies are looking at ₹200-250 per tonne cost increases from higher pet-coke. FMCG and paint companies derive 20-50% of input costs from crude-linked materials. Airlines are getting crushed between high fuel costs and no pricing power. Singapore refining margins have actually gone negative at -$9.4 per barrel.

The pattern rhymes. But it's not a photocopy.

📋 THE FRAMEWORK — How to Position Right Now

Based on the 2022 recovery template overlaid with current correction data, here's how I'd sort the sectors:

Likely to recover first when tensions ease: Auto (most oversold vs fundamentals), Financials and Banks (FII short covering + rate cut narrative returns), Metals (supply disruption keeps prices elevated + potential China stimulus).

Slower recovery: IT (global macro weakness is independent of the war), FMCG and Paints (input cost headwinds will persist even if crude softens to $85-90).

Be careful with: Airlines (direct crude exposure, zero pricing power at current load factors), Oil marketing companies (refining margins have turned negative — BPCL, HPCL, IOC will bleed until crude stabilises).

Contrarian opportunity if you can handle the volatility: PSU Banks — down 16% in a month, many now offering dividend yields above 5% at these prices. That's higher than most FDs. And smallcaps with zero debt plus purely domestic revenue — these are insulated from both crude and rupee risk.

One Final Thing

Nifty crashed 18.4% in 2022. It felt apocalyptic. People were liquidating SIPs.

Within 6 months, the index was back at pre-crash levels. Within 12 months, it was at all-time highs.

The investors who sold at the bottom missed a 25%+ rally. The ones who bought during peak fear compounded at 30%+.

I'm not saying the bottom is in today. It might not be. Another 5% down is a real possibility.

But here's what I am saying: every single geopolitical crash in Indian market history — 2001, 2008, 2020, 2022 — has been a buying opportunity when viewed from 12 months later. Every single one.

The question isn't whether the market will recover. It always does.

The question is whether you'll still have capital and conviction when it does.

.....

Data references: ICICI Direct Geopolitical Impact Report (March 2026), NSE India, Bloomberg, Trading Economics.

Disclaimer: Not investment advice. Markets can absolutely fall further. This is a data comparison for educational purposes. Always do your own research.
Save this. Come back in 90 days. Let's see how it ages.

Follow @raghavwadhwa for more data-driven market breakdowns.

[Leonard Rodman @RodmanAi]

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[Shushant Lakhyani @shushant_l]

Here are 10 anti-brainrot websites you should try:

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[Jaynit @jaynitx]

In 2019, MIT professor Patrick Winston gave a legendary 1-hour lecture called “How to Speak.”

It has 18M+ views for a reason.

His frameworks:
• Your ideas are like your children
• The 5-minute rule for job talks
• Why jokes fail at the start

15 lessons on communication:

[Shruti Codes @Shruti_0810]

I wish these Mathematics Courses were available during my School Days.

10 completely free courses for Beginners:

[True market Leader @TmarketL]

Game theory

Most people are playing the wrong game.

If you want to get rich, there are only 3 games that actually matter.

Everything else is a distraction

[Rohan Das @rohaninvestor]

I’ve seen hundreds of professors explain game theory.

But this professor explains it so simply that even a 15-year-old can understand it.

Once you understand this, you start seeing hidden strategies everywhere - in markets, business, and life.

(Save it for later)📌