Sandip Kumar

Global Macro, FICC trader, Economic Historian & Investment Strategist, Chartist, ESGC & EV investor, Naturalist, Organic Farming. Here to learn

[Vinay Kumar Dokania @VinayDokania]

VishwaGhumakkad

[Sandip Kumar @sandipsahi]

@vbomkara Do you mean investment allocations are shifting to India despite concerns about the current government’s approach?

[R @AlphaWizarDD]

Bill Ackman: “If a company is increasing growth capex while earning above average returns, you should applaud.”

This is why $AMZN is my biggest position.

Invests $25 billion in Anthropic to get it to commit to $100 billion in AWS spending over the next decade, while the investment itself will likely double as well.

[Sandip Kumar @sandipsahi]

If the Fed has got the hiking bias, it’s really hard to play the debasement card.

[Milk Road AI @MilkRoadAI]

This is WILD!

Nvidia just launched something that could compress the most expensive process in medicine from 12 years to 12 months.

BioNeMo Agent Toolkit is an open, agent-ready platform that turns AI agents into autonomous scientific workers, giving them the ability to run real drug discovery workflows instead of just generating ideas.

And more than 50 companies are already using it, including Anthropic, OpenAI, Eli Lilly, Databricks, Snowflake, Dassault Systèmes and Schrödinger.

Here is what it actually does.

Traditional drug discovery costs an average of $2.6 billion per drug and takes over a decade.

Most of that time and money goes into screening millions of compounds, designing proteins that bind to disease targets and running countless lab experiments to validate whether something works.

BioNeMo agents now do all of that computationally before a single lab experiment begins.

The demo Nvidia shared makes the speed impossible to ignore.

An agent was asked to design 10 protein binders for PD-L1, a critical cancer immunotherapy target and it completed the full design, co-folding, scoring, and 3D structural analysis on GPU in under 90 seconds.

What used to require weeks of wet lab work and PhD-level expertise now runs as a callable tool inside an AI workflow.

The four core capabilities are virtual drug screening, protein binder design, genomic analysis, and medical imaging each one compressing tasks that previously took weeks into minutes.

The institutional validation behind this is unusually strong.

Nvidia and Eli Lilly announced a joint investment of up to $1 billion over five years to build a co-innovation lab running entirely on BioNeMo.

The University of Washington's Institute for Protein Design is already running RosettaFold3 at 2x faster performance than the prior generation.

And the market this unlocks is enormous, and Nvidia is sitting right at the center of it.

The AI drug discovery market is projected to grow from $2.9 billion in 2026 to $13.8 billion by 2033 and McKinsey estimates generative AI could deliver $60 to $110 billion in annual economic value to pharma.

Bullish on drug discovery!

[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.

[Congress Kerala @INCKerala]

Yoga E85 variant. 85% ABV.

Flex fuel outside, full spirit inside.

[Sandip Kumar @sandipsahi]

@kothariabhishek @telegram Instead of addressing our internal system weaknesses, government & education authorities seem focused on blocking Telegram. Telegram didn’t leak question paper it is simply a platform used by millions to share information. Setting an example sack the education minister!

[ShivamX @aishivamx]

Sundar Pichai’s powerful message to the Stanford Class of 2026 🔥

“You have thousands of moments ahead of you.
The important thing isn’t to get them all right;
it’s to find a way to keep moving forward.”

This 2-minute clip is pure motivation.

Save it.
Watch it when you feel stuck.

What’s your biggest takeaway from this? 👇

Follow @aishivamx for more AI + mindset + productivity insights.

[Sandip Kumar @sandipsahi]

@kothariabhishek Highly doubtful due to external macro and higher yields throughout 2026 plus currency depreciations

[Sandip Kumar @sandipsahi]

INDIA GENERATES NEARLY 20% OF THE WORLD'S DATA, BUT HOSTS JUST 3% OF GLOBAL DATA-CENTRE CAPACITY. THAT GAP IS CREATING ONE OF INDIA'S BIGGEST INFRASTRUCTURE OPPORTUNITIES

[Sandip Kumar @sandipsahi]

@kothariabhishek Negative, Arrogance & corruption in full throttle

[Sandip Kumar @sandipsahi]

@rajuidesai Only she is doing Gyan Sangam and why not she is investing 10Bn dollars in India and after her tone will change. Only she talking …

[Sandip Kumar @sandipsahi]

@REDBOXINDIA 😢😢 Yeah true INR 95, Government 10y Bond Yields at 7% above RBI Repo rate, Nifty 23k, Petrol 100+, Air Pollution & toxicity almost in every cities, Lowest point in foreign policies!!

[Sandip Kumar @sandipsahi]

@IndexBihar Deep rooted corruption, lack of effective oversight on national asset quality, and taxpayer money being spent on substandard infrastructure… who takes the ownership??

[Sandip Kumar @sandipsahi]

@riteshmjn RBI FY27 CPI outlook is revised upwards to 5.1% from 4.6% squeezing the Repo-CPI gap to just 0.15% (against ideal spread of 1-1.25%) despite seeing upside risk on headline inflation.

[Sandip Kumar @sandipsahi]

@riteshmjn How insane & bias you are !
RBI cut rates in December 2025 despite pressure on the Rupee.
Now, it has avoided a necessary rate hike to signal concerns over asset overvaluation.
This lack of action continues to deter foreign investors amid ongoing exchange rate instability.

[Sandip Kumar @sandipsahi]

@fadnavis_amruta Rather than using an extensive convoy of government vehicles, why not opt for public transport to demonstrate leadership and minimize costs to the public exchequer?
Set an example for the society Amruta Ji !

[Sandip Kumar @sandipsahi]

@CNBCTV18Live This is one of the downsides of a democratic system promoters are contesting SEBI’s claims and promoters are likely to escalate the matter to the apex court years & years..

[Sandip Kumar @sandipsahi]

@udaykotak @vbomkara Indian government only focus is Ashvamedha Yagya! Winning elections on freebies….