Race4Life

[Sanctum Wealth @sanctum_wealth]

May was a reminder that markets don't always move with the macro.

Technology surged, emerging markets rallied, and AI infrastructure remained the dominant investment theme. Yet beneath the surface, inflation pressures broadened, bond markets stayed uneasy, and the effects of higher energy costs continued to work their way through the global economy.

Read More: https://t.co/1UEKHZ1VUF

#SanctumView #SanctumWealth #WealthManagement

SEBI Registration : https://t.co/Fl1MabUWwL

[Race4Life @righteous_lyf]

@GoibiboSupport @KuwaitAirways @goibibo Have shared the same via DM

[Race4Life @righteous_lyf]

@GoibiboSupport Flight canceled due to airspace shutdown. @KuwaitAirways tells me to talk to @Goibibo, Goibibo tells me to talk to the airline. I need an urgent waiver code for PNR DU***A due to family emergencies.

[BJP @BJP4India]

Leadership is not about waiting for a crisis to arrive. It’s about preparing the nation before it does.

At a time of global uncertainty, PM Modi appealed to citizens to reduce unnecessary dependence on foreign imports and use resources responsibly.

Yet, some people are busy spreading propaganda, instead of understanding the larger economic picture.

This is not the first time leaders have asked citizens to practice collective restraint for the nation:

* 1965 — PM Shastri urged Indians to skip one meal a week
* 1973 — Japan reduced oil dependence and strengthened manufacturing
* 1991 — India airlifted gold during an economic crisis
* 1998 — South Koreans donated gold to support their economy

History proves that nations become stronger when citizens act together during challenging times.

Before spreading fake narratives, facts must be checked first.

Watch. ⬇️

[Antonio Padrón 🌶️ @AntonioPadron17]

“Los hombres no saben lo que quieren en la vida”

Lo que quieren los hombres:

[Race4Life @righteous_lyf]

@claudeai Its so frustrating to use code, even after paying for premium usage, to see the model run out of limits after literally every 2 small sized queries. @claudeai

[Narendra Modi @narendramodi]

Today, we bow in reverence to the brave sons of Bharat Mata, Bhagat Singh, Rajguru and Sukhdev. Their martyrdom for the nation remains etched in our collective memory.

At a young age, they displayed extraordinary courage and an unshakable commitment to the cause of India’s freedom. Undeterred by the might of colonial rule, they chose the path of sacrifice with conviction, placing the nation above their own lives. Their ideals of justice, patriotism and fearless resistance continue to ignite the spirit of countless Indians.

[Race4Life @righteous_lyf]

@erichustls Shadow

[Ayushi Chky @kuttrapali26]

Save The Tweet: Consider this as my strong recommendation to everyone

If you are not using paid AI for research, you are slowly losing the investing battle.95% of research and reports are now generated through AI.

In my opinion do take the paid version of any one : Gemini, ChatGPT, Claude, or Perplexity or any other.

The cost is small but the risk of being slow is huge.

Start now

[Mudit Jain @MuditJain_IN]

Rahul Gandhi made 1 post about the Pahalgam terror attack but 3 posts about Iran within just 3 days.

This says a lot about his priorities.

[Race4Life @righteous_lyf]

@Suryanshti777 Prompt

[Rishi Bagree @rishibagree]

A Christian guy with a Hindu name, decked out in Muslim gear during an Islamic ritual, mumbling Arabic prayers in Tamil Nadu - representing the true India as envisioned by Mahatama Gandhi, where identity is a buffet, and authenticity is an afterthought.

[Sameer @BesuraTaansane]

JRD Tata exposing Nehru 🔥

Nehru knew little about economics - India’s economy would have been different if Sardar Patel had become PM 😢

Every time I tried to discuss economic policy Nehru would look out of the window🤦‍♂️

Now you know why RaGa is so dim

[Race4Life @righteous_lyf]

@khanumarfa So sad you got left behind !

[Race4Life @righteous_lyf]

@SSylendran @ShashankUdupa1 @grok @grok how do I install and use this plugin ??

[सौरभ  @saurabh_gunjal_]

The best Thing about Anthropic is

they dont need fundraising

They just buy puts on IT stocks
before launching the new version of Cluade

[Race4Life @righteous_lyf]

@BojanRadojici10 Interested

[Bull Theory @BullTheoryio]

🚨 AI IS ABOUT TO TRIGGER THE BIGGEST ECONOMIC CRISIS SINCE 2008.

Not because AI is failing. But because AI is moving at a pace the traditional economy is not adjusting to fast enough.

This is what Citrini layed out in its research and here's everything you need to know about it.

White collar workers make up roughly half of US employment. But more importantly, the top 20% of income earners drive around 60%+ of total consumer spending in the US.

That means a relatively small group supports a very large part of:
• housing demand
• car purchases
• travel
• restaurants
• software subscriptions
• private school
• mortgage quality

Now AI coding tools are already reducing the cost of building software. Companies are renegotiating large SaaS contracts because internal teams using AI can now replicate core features faster and cheaper.

When companies cut 10-15% of staff, seat based software revenue drops automatically.

EARLY IMPACT: Margins improve because payroll drops.

SECOND IMPACT: High-income wages weaken.

THIRD IMPACT: Spending slows.

But machines produce output. Machines do not consume output. If a $180,000 product manager role is replaced by a $200/month AI tool, corporate profit rises but household income falls.

If this happens at scale, you get a loop:

AI improves → companies cut jobs → spending weakens → companies protect margins → buy more AI → cut more jobs.

Each step makes sense for one company. But across the whole economy, it shrinks the wage base that supports demand.

Now look at what just happened. After Claude announced its new Code Security AI update, cybersecurity stocks sold off sharply.

Why? Because investors immediately realized AI is now automating tasks inside cybersecurity itself, a sector that was considered protected from automation risk.

That is the displacement effect spreading beyond software into security, compliance, and enterprise defense roles. This is how the loop expands.

Now add credit.

US private credit has grown to over $2 trillion. Many deals in software and tech were priced assuming stable recurring revenue. If AI compresses pricing power, those revenue assumptions weaken.

If defaults rise, private credit funds, insurers, and pension holders face pressure.

Now look at housing. The US mortgage market is around $13 trillion. Mortgages are underwritten on stable income assumptions.

If high income job stability weakens, lenders tighten standards. If housing demand weakens while incomes are under pressure, prices soften.

That affects household wealth and confidence.

Now look at government revenue. The US government collects most of its money from payroll taxes and income taxes. If labor income shrinks while capital income rises, tax collection changes.

At the same time, displaced workers need support. That means higher spending and lower tax receipts at the same time.

This is different from 2008.
2008 was a financial system failure.
This would be a labor structure shift.
In past tech revolutions, new jobs replaced old jobs quickly.

The risk here is speed.

If AI replaces high-income cognitive roles faster than new high-income roles are created, spending drops before the system adapts.

This does not guarantee collapse. But it increases the risk of:

• weaker discretionary spending
• pricing pressure in software and services
• rising stress in private credit
• housing sensitivity in high-income cities
• fiscal deficits widening during a productivity boom

AI can be extremely productive and still create short-term economic instability. The system was built on scarce human intelligence.

If intelligence becomes cheap and widely available through machines, the value of human labor changes. Markets will reprice that shift.

If you want to track whether this risk is building, watch simple data:

• white collar job openings
• wage growth in high-income sectors
• enterprise software renewal pricing
• private credit default rates
• housing delinquencies in tech-heavy metros
• payroll tax receipts

If those weaken while AI capability keeps accelerating, the displacement scenario becomes real.

The risk is not AI failing.
The risk is AI working faster than institutions can adjust.

[Deedy @deedydas]

$50B of Indian IT services market value was eroded in the last 30 days. The Citrini article predicts it will collapse even more.

Niftya IT index: -15%
Wipro: -25%
Infosys: -25%
TCS: -17%
Cognizant: -24%
HCL: -17%
Accenture: -25%
Capgemini: -30%
LTI Mindtree: -25%
TechMahindra: -18%
Mphasis: -20%

Palantir claims it can compress complex SAP ERP migrations (ECC to S4) from years to 2 weeks. GCCs (companies owning their own offshore IT departments in India) with Claude Cowork are far more ecomical than multi year IT services contracts. I do think the 18% rupee collapse is exaggerated though.

The IT services business model absolutely breaks at the current capability of AI tooling, and its ~10% of Indian GDP.

[Mr Sinha @Mrsinha]

Desh toh jaanta hai ki aap toh pehle se hi nange ho, toh kapde utarne ki zaroorat kya padi - PM Modi trolls Congressis in style 😭🤣🤣