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Interest : Emerging Technology , Macro Shifts

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@mf_invest @Khambatta @InverseInvestor @vishalmittal22 Full time investors have to be prepared for major declines in portfolio values even in quality stocks .. One never knows when 67X will become just 2X . A small snapshot of history to pinned & revisited again and again

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@chinmay @rgsridhar @narendramodi @AshwiniVaishnaw Google gemini ??

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@BjornQuixote Asking service company about new products ??
Pl understand what business they are in ..

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Becos Truth comes at a huge cost ..

Real reason .. They are selling you waste which was fed to pigs, as Golden Amrit ..

The day you realise #Protein scam is of real .. Prices will drop like shit

[Saachi @saaachimehta]

why tf has whey protein become so expensive suddenly??

whole truth used to be around 2K now seedha 2.5K🥲

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@sanjay_cool99

Trickle has started

[Deepak Shenoy @deepakshenoy]

Since the govt made capital gains and interest tax free on govt bonds, flows into FAR (Fully Accessible Route) government securities have been 30,000 cr.

Data from CCIL. Very interesting. (Edited, I had a brain freeze on the numbers)

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#protein scam

How marketing can fool people to consume waste at high prices ??

Sad is Intelligent Indians are buying into Western Scam so easily

[mortrix🎈🇩🇰 @1Mortrix]

Protein drinks are a scam. One liter of milk contains 35 grams of protein and costs 50% less.

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India too should do this ..

All bullshit university degree programs should come to end . Kids should focus on what is important for nation tomorrow..

@NITIAayog should plan out where we need skilled manpower and force university to have only those degree programs

@PMOIndia

[RedboxGlobal India @REDBOXINDIA]

CHINA ELIMINATES 12,000 ‘OBSOLETE’ UNIVERSITY DEGREES IN PUSH TO PREPARE FOR THE AI ERA

CHINESE UNIVERSITIES SCRAP 12,000 DEGREE PROGRAMS AS AI RESHAPES JOB MARKET DEMANDS

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News.

This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all.

If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.

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@Iamsamirarora This is like deal to have no of meetings to decide when to have next meeting in next 60 days

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This can happen only if US identifies India as enemy and sanctions India big time ..

I wish we we not unsanctioned post Indian nuclear test

Let Google / Meta / Apple are not allowed to market or sell in India ..

[Sidharth @Cloudwatch199]

Bashing Indian IT service companies for not building frontier AI is fair.

But they were built for services.

The real question is much sharper:

Where is Tata’s Qwen?

Qwen came from Alibaba — a company smaller than the listed Tata empire.

Where is Ambani’s ERNIE? ( Baidu )
Where is Mahindra’s Hunyuan?
Where is Adani’s Pangu?
Where is L&T’s defence AI foundation model?
Where is Birla’s industrial AI model?

China’s established corporate giants are building frontier models.

Alibaba built Qwen.
Baidu built ERNIE.
Tencent built Hunyuan.
Huawei built Pangu.
ByteDance built Doubao.
iFLYTEK built Spark.

So stop gaslighting people with “India lacks capital.”

India does not lack capital.
India does not lack engineers.
India lacks a billionaire class willing to risk serious money on frontier AI.

There is money for weddings, cricket, retail, ports, media, and political access.

But when it comes to building India’s Qwen, suddenly everyone becomes a cautious accountant.

That is the scandal.

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@JohnHuber72 @WillGthree @TSOH_Investing Bulk / Party orders are never about brands but economics , but when you buy for your own kids or self .. brands take precedent

Biggest problem for staples brands is not competition but category shrinkage .. Coke , Chocolate , cereals , even soaps etc all suffering bcos of this

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Why in defence or war we cannot trust US or any US based weapons ..

US / China are on same level as far as trustworthy level is concerned ..Too RISKY

US Market or economic gains is not worth the risk ..

Small term economic gain cannot justify sovereign surrender

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This is just to catch eyeballs ..

Only relevant info which country flagged ship has been attacked.

[RedboxGlobal India @REDBOXINDIA]

4TH INDIAN-CREWED TANKER REPORTEDLY STRUCK OFF OMAN AS REGIONAL MARITIME RISKS ESCALATE

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For 40th time IRAN declines deal has been done

https://t.co/Z0tdlu72JT

[Ajay Bagga @Ajay_Bagga]

Trump vows to take ‘total control’ of Iran’s oil and gas markets.
Then Donald Trump says US close to deal with Iran and calls off strikes.
Markets rally , oil prices go down 4%.
Iran denies .
March 23rd to June 11th: Trump has claimed an imminent Iran deal 39 times so far.
All 39 times Iran has denied a deal .
Markets hoping this time Trump is right.

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@abhymurarka My view ..
Burpees are unsustainable as you age especially on joint pains

Yoga with simple strength training is enough for normal person who does not play professional sports

Focus on meditation & breathing to keep metabolism high , reduce stress and inner organs stimulated

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#IranWar‌

Iran had fought 7 years with Iraq ..
It does not have win election every 2 year ..

The capacity to suffer is very high ..

Economic war is better than physical war against such a country

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@AnnuInfo if you buy wrong house blindly .. you will have all the above problems in flats / independent house ..

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BJP should ignore these TMC traitors ..
and focus on their own work

[Smita Deshmukh🇮🇳 @smitadeshmukh]

Hearing reports of ​TMC MP Yusuf Pathan l to be in #Delhi today and is part of a 20-MP rebel faction looking to back the NDA.
Like most of this brigade, he is the worst. From his highly criticised silence during the Murshidabad communal violence to the Gujarat High Court recently slamming him for illegal encroachment on government land in Vadodara, the man is a opportunist and zero performer.
He likely to be part of a group supporting NDA makes me sick.

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@Simon_Ingari Man , Even Marriage fails long distance test when there are just 2 people trying to work as team to build a family together

Try aligning 1000s of people working WFH around common goals and vision..

Let there be one big recession .. all will work from office

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@GiriSonnaSeri Depends upon which brand you bought ..
Atomberg gives good airflow ..

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Key message ...
" The traditional competitive advantages enjoyed by the region's exports for decades may gradually erode, prompting large consumers to accelerate their investments in energy alternatives and supply chains that are more stable and less exposed to political risk"

[الطاقة @Attaqa2]

✍️ وزير الكهرباء العراقي السابق الدكتور لؤي الخطيب يكتب:

عزيزي المواطن الشرق أوسطي.. استعد لعالم مختلف (مقال)

https://t.co/Txqj0aFjHz

#العراق #الكهرباء #الطاقة #حرب_إيران