Rajesh Arjunlal Jaisingh (RJ)

Strong opinions; loosely held || Serial Entrepreneur: Advisory | Realty | Strategy || Laniakea - Govts - Markets - Soul || Leave it better than you found it

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

So prescient for the times, “You live long enough to see yourself become the villain”… the oppressed become the oppressors with the excuse of not being being oppressed again !

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

*NVDIA*, with all its sectoral partnerships in Pharma, Biotech, Autonomous mobility, Robotics, Design, Art, Entertainment, AGI, Math, Quantum and Physical Sciences, is turning out to be the ultimate *shovel supplier* for the AI-gold rush ! #NVDA

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

The Interactive Brokers’ story.

[Colossus @colossusmag]

Read the profile:

https://t.co/m1TnM6UV10

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

@thekaipullai You are on a roll with your long form writing on X, dude! Nice.

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

@KeisariSuomen @dcinvestor They have been the last few decades… the analogy is wonky. “You buy pastries from the baker at fair price but he charges you extra for the privilege to be able to sell some gourmet cookies to his kids/home clients because it eats into his captive market.”

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

@Akshat_World Doubt this analogy is right. Won’t work except for certain types of rent-generating commercial real estate. You buy a house property to stay in, rent out, gift, expand into or put to some type of use. Owning a small piece in the form of a “share” does not confer such utility.

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

@life_s_not_fair At least held for nearly three weeks ! You want to predict the next one now ?

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

Niche tech; high demand; high value product; alternative source of an essential utility : electricity. Checks a lot of boxes.

Also fundamental to power-hungry AI and Data center industries. Cannot Win the race everyone else is already running for the last 7 years.

#budget2025

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

Small Modular Nuclear Reactors (SMRs) may just be the kind of export that India needs to be known for.

On par with projects like the PSLV program of the ISRO. #budget2025 #IndiaBudget2025

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

Made them perfect their coding skills.

With America’s imposition of sanctions on chip exports, it “enabled” (forced, you say?) the Chinese to making their AI software and algos more efficient and thereby built models that are now 1/30th the cost of American ones

#DeepSeekR1

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

*Layman’s version of what just happened in the AI space:*

The Chinese took a leaf out of the Russian playbook.

Russian programmers became aces at low-latency programming because they were always constrained by the compute time and memory they had access to at their schools!

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

Quick summary on @TheRoaringKitty below:

[Big Wiz 🧸 @WisdomMatic]

This is Roaring Kitty

He turned $50k into approx $50 million on $GME back in 2021 and disappeared for 3 years.

He just came back 2 days ago and tweeted for the first time in 3yrs gaining over 600k followers in 48hrs and sending the entire Memestocks & Memecoins to new highs.

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

All it took was for #RoaringKitty to wake up. $GME and $AMC up 200% ! @TheRoaringKitty what wild times ! Meme stocks on the go again… :)

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

We need a fresh segment of the Indian economy to create jobs. All current streams have proven inadequate or are fully tapped out. It will likely emerge out of a scheme that the govt creates to encourage a particular activity or skill. #Jobs #unemployment #jobseekers

[Maheshwer Peri @maheshperi]

Thread: Over the last decade, India has seen increased unemployment, decreased jobs, more graduates in the job market, increased competition and reduced chances of success. Here is some data for you to understand our free fall over the last decade and gravity of the situation:

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

When there are less than 2500 cos listed on the NSE for a population of 1.5 Billion, the problem is also that there is not enough quantity to invest in. We have been ratcheting up the index PE as more printed cash chases the same limited number of companies worth investing in.

[Shankar Sharma @1shankarsharma]

@datta_arvind Thank God. We don't want our population to be at the mercy of the vagaries of the stock market. The last 10 year returns speak volumes: just 12% CAGR with 15% volatility, Sharpe under 1. What is the point? Equity ownership should be in the smallest part of the population

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

Quite likely that Elon Musk decided not to be a showpiece for the Indian general elections when his last meeting didn’t go so well and his advisors are telling him June will bring changes !

[Muthukrishnan Dhandapani @dmuthuk]

Looks like Elon Musk has dropped his idea for India. He said his commitments are not allowing him to travel and today he is in China.

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

@Iamsamirarora International investors ain’t going to be as lenient with a govt that has already been debasing the currency beyond any humane levels ! They ain’t the salaried “cattle class” that will go with the herd.

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

The point that a human landing has not happened since then despite 100x leaps in all related technology and capability is pretty damning!

[Apollo Sausage @Extra__Sausage]

Oh dear…

1. Do you believe everything you see?

Let’s not forget that the LRO 2009 images were all proven photoshops and the LM was at the wrong scale using pixel count.

NASA were bang to rights.

2. Never trust an Indian.
lol 😜 trust me I know a lot of them… untrustworthy.

3. India and Japan have also been caught lying with their own space images.

You can all do it at home - we have the software to check if images have been photoshopped and what’s been altered.

The only country that appears to be releasing genuine images is China.

Russia possibly in the past.

4. You don’t need a human to be present to land a probe. I mean the Russians put a laser reflector on the Moon in 1970 with no humans present…

Idiots like you use the reflector argument but don’t even know about Luna 17. You’re so dumb.

5. Dr. Rasaviharii who works for the Chinese space agency says that the Chinese have known since 1982 and that they have been assured by the US Government that they will admit to the fraud in time and just after they have gone for real with Artemis.

He says the Chinese have flown over the alleged landing sites and there is nothing there. Hence I believe the claimed Indian images are just fakes.

Lastly, if it was so easy to go the Moon from 1969 to 1972. Made to looks so easy that they are playing golf… singing songs and just having a jolly old time - then why so hard to go back now? Literally putting it back and back and back again since the early 1990’s. Oh yeah - they lost 140,000 days and telemetry tapes and destroyed that technology.

Technology that included a computer using a computer using memory wire that doesn’t work when recreated and which had less power than a Casio calculator. It was also ROM.

If they went… then refuel a Saturn V rocket, recreate the space suits which we have on display in museums and JUST GO!

You can’t!

Because you never went!

AND…

Now those from the Artemis team who are really trying to put together a genuine mission and go for real are hitting all these problems - mainly Radiation and Vacuum.

Time to wake up people.

You believe plastic models and astronauts on wires.

https://t.co/CaajV4UJIx

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

@Iamsamirarora Yup. Totally nuked. We are at end-stage for all diamond value. Once cutting & polishing costs become the most significant cost in the entire process, commoditization will hit the market. Lab-grown diamond stores display their wares with less security today. Not worth the spend!

[Rajesh Arjunlal Jaisingh (RJ) @RajeshAJ]

@snskritinaruka Tasteless weird fruit. Called Ice Apple (Couldn’t be further from the truth!). Consistency of a litchi and the taste of a bland coconut. Some liquid inside is what makes it interesting on a hot day. Tough to pull out unless the vendor scrapes them out (3 in a kernel) for you.