shiva

[The Kobeissi Letter @KobeissiLetter]

Global investors are dumping South Korean stocks at an unprecedented pace:

Foreign investors sold -$801 million of Kospi-listed shares on Monday.

This follows -$10 billion in outflows recorded last week.

Foreign investors have now offloaded South Korean stocks in every trading session over the past month.

This brings total year-to-date sales to -$75 billion, according to Goldman Sachs.

By contrast, domestic retail and institutional investors bought +$69 billion over the same period.

South Korea's stock market is making history.

[shiva @shiva_gowda]

@ivShubham_INN He is spiting inside the kitchen

[Megh Updates 🚨™ @MeghUpdates]

Shocking: Two minor hindu girls (5 & 6 yrs) allegedly molested by Firoz alias Sunny Iqbal Shaikh in Ghatkopar, Mumbai; Accusation by family that Police arrested relatives of victims instead!

BJP leader Kirit Somaiya visited Chirag Nagar Police Station, assured justice to the family & demanded immediate suspension of officers for delaying action on the accused while allegedly arresting victims' family members & abusing the mother.

"Muslim goons in Maharashtra have been violating our daughters' dignity..." – Somaiya

[Kalshi Finance @Kalshi_Finance]

**DISNEY JUST TORCHED 1,000 MARKETING WORKERS WHILE JOSH D'AMARO GETS HIS FIRST CEO BONUS AND THE PARKS POSTED RECORD $8.3 BILLION QUARTERLY REVENUE**

New CEO. Same bloodbath playbook. Marketing division gutted overnight.

$8.3 billion parks revenue. Up 12% year-over-year. Operating income surge of 23%.

But here's the part that'll make you throw your phone:

Sources saying the entire cuts were justified internally as "AI content optimization." Translation: ChatGPT can write your social media posts and Midjourney can design your promotional materials.

The marketing teams that created the campaigns for Moana 2, Inside Out 2, and the Marvel rollouts? Gone. Replaced with prompt engineers making $67k.

I'm hearing D'Amaro's leadership team ran a "marketing efficiency analysis" showing 3 AI specialists could handle the creative output of 47 marketing professionals.

The same executives who green-lit $2.1 billion in stock buybacks last quarter just decided human creativity was too expensive.

Meanwhile Disney+ subscriber growth hit 164 million. Revenue flowing like a broken fire hydrant. Parks at 95% capacity.

But somehow 1,000 workers had to go so the new CEO could show Wall Street he's "operationally disciplined."

Word is more cuts coming across creative divisions. If you work in media and entertainment, update your resume tonight.

They're not just coming for the engineers anymore. They're coming for everyone who creates anything that an AI can fake.

[Not Just Headlines @Notjustheadline]

MASSIVE: Pakistan Panics Over India’s Fast Breeder Reactor, Alleges Plutonium Bomb Push

A familiar pattern unfolded soon after India crossed a critical milestone in its nuclear journey. The successful achievement of criticality in India’s Fast Breeder Reactor, marking entry into the second stage of its nuclear program, has triggered visible anxiety across the border.

In Pakistan, alarm bells rang quickly.

Zahid Kazmi, a senior figure linked to Pakistan’s strategic establishment, publicly flagged concerns, warning that India’s growing plutonium production capability could pave the way for the development of plutonium-based nuclear weapons. His remarks, amplified through official and semi-official channels, framed India’s breakthrough not as an energy milestone, but as a potential strategic threat.

At the heart of Pakistan’s concern lies the very nature of the Fast Breeder Reactor.

Unlike conventional reactors, breeder reactors are designed to produce more fissile material than they consume. India’s second-stage program utilizes plutonium and uranium-238 to generate even larger quantities of plutonium and uranium-233. In simple terms, the system “breeds” nuclear fuel, dramatically expanding India’s capacity to sustain and scale its nuclear ecosystem.

Numbers tell the story clearly.

From an estimated production of around 25 kilograms of plutonium per year in the earlier stage, India now stands at the threshold of producing nearly 170 kilograms annually. With multiple breeder reactors in the pipeline, that figure could potentially rise beyond 900 kilograms per year.

For Pakistan, this shift is not just technical, it is strategic.

Kazmi also pointed to another issue: India’s Fast Breeder Reactor program is not fully covered under international safeguards of the International Atomic Energy Agency (IAEA). According to him, this lack of external oversight adds a layer of opacity, raising concerns not just for Pakistan, but for the wider global community.

India, however, has firmly rejected these claims.

New Delhi’s position remains consistent and unchanged. Its nuclear doctrine is anchored in “No First Use” and “Credible Minimum Deterrence”, a framework that emphasizes restraint, defensive capability, and strategic stability rather than aggression.

More importantly, India has repeatedly clarified that the Fast Breeder Reactor is a cornerstone of its civil nuclear energy ambitions, not a weapons program.

The second stage is a crucial stepping stone toward the third stage of India’s nuclear vision—one that aims to harness thorium, a resource India holds in some of the world’s largest reserves. By eventually transitioning to a thorium-based cycle, India seeks to unlock long-term, sustainable, and virtually limitless clean energy.

The distinction on safeguards is also not new.

India has long maintained a dual-track approach: reactors using imported fuel are placed under IAEA safeguards, while those relying on indigenous resources remain outside such frameworks—ensuring both international cooperation and strategic autonomy.

Yet, despite these consistent positions, Pakistan’s reaction reflects a recurring trend.

Whether it was missile tests, submarine deployments, or now nuclear energy advancements, every major Indian breakthrough has been met with warnings, alarms, and accusations from across the border.

This time is no different.

As India advances toward energy security and technological self-reliance, Pakistan sees a threat. India sees a transition.

And between these two narratives lies the reality of a shifting strategic balance in the region.

[The Kobeissi Letter @KobeissiLetter]

The entire world is watching oil:

Google search interest for "price of oil" spiked to its highest level on record in data going back to 2004.

This exceeds the 2022 Russia-Ukraine war and 2008 Financial Crisis peaks by +300%.

This is also +235% higher than the 2020 pandemic surge when oil prices briefly went negative.

Similarly, search interest for "Strait of Hormuz" soared to an all-time high.

This surpasses June 2025 levels by +300%, when the 12-Day War between Israel and Iran raised fears about a Hormuz closure.

The global energy crisis is in the spotlight.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices officially rise back above $100/barrel as Iran accuses the US and Israel of violating the ceasefire agreement.

[PMO India @PMOIndia]

AI investment hits $800 billion, India emerges as key applications hub
https://t.co/IfMyp62ioA

via NaMo App

[Megh Updates 🚨™ @MeghUpdates]

'Why does the Aam Aadmi Party want to stop me from speaking?'

:AAP MP Raghav Chadha said

[Dr. Ankit Shah-Dakshin @Dr_Shah_Dakshin]

💥ಇಲ್ಲ

ನಮಗೆ ೪೫ ದಿನಗಳ ಮುಂಚೆಯೇ ತೀರ್ಮಾನ (ಕನ್‌ಕ್ಲೂಷನ್) ಬೇಕು.😀

[Mohak Ailani | SEBI regd RA @mohak_ailani]

#Nifty weekly RSI is 27 now
It has never been below 30 in past 30 years except 3 times. We are in a rare event
This tells me that bottom is in, or very close

2020 crash - 16
2008 crash - 16
2001 crash - 24

What do I expect now? Next post

[Dr. Romeet Saha @DrRomeetSaha]

#crudeoil easy?
Don't complicate trading. Join The ChartRoom: https://t.co/YjJgAfV2P6

[Swarajya @SwarajyaMag]

🚌 Tata Motors secures orders for over 5,000 buses and chassis from multiple State Transport Undertakings

🏛️ Orders from MSRTC, GSRTC, KSRTC, TGSRTC, RSRTC, BSRTC and others via govt e-bidding

🔧 Buses for intracity, intercity and long-haul operations

https://t.co/12ORZT6NDS

[#TransformingIndia @transformIndia]

Do you know your rights as a consumer?

Take the Consumer Awareness Quiz and test your knowledge about consumer rights, fair pricing, and bills in everyday shopping.

🔗 https://t.co/z2Wj8rkxfV…

#JagoGrahakJago #ConsumerRightsAwareness
@jagograhakjago

[Nidesh @NideshDp]

Lower circuits/ Upper Circuit

[shiva @shiva_gowda]

@REDBOXINDIA @grok comment on this

[shiva @shiva_gowda]

@MeghUpdates @grok Which stock benefit

[Swarajya @SwarajyaMag]

✈️ India brought back more than 52,000 nationals from the Gulf between 1 and 7 March amid the West Asia war

🇮🇳 MEA said 32,107 travelled on Indian carriers, with more flights planned

☎️ Missions, helplines and a Delhi control room remain active
https://t.co/e84KA0xcQA

[PERFUMEMONK @perfumemonk]

✨🔥 6 Niche Perfume Masterpieces That Smell Like Pure Magic

Dark. Bold. Addictive.

Not fragrances… these are olfactory legends. 🧪💎

🐺 Ambre Loup — Rania J

Ambre Loup is one of the deepest amber perfumes in niche perfumery, created by Rania Jouaneh. The fragrance blends rich amber resin with smoky woods and dark labdanum. From the first spray it feels mysterious, sensual and hypnotic.

The scent develops slowly: warm incense, balsamic amber and subtle animalic facets create a primal aura. It smells like ancient resin burning in a dimly lit temple. Smooth yet powerful, luxurious yet wild.

Notes
🔥 Amber
🌿 Labdanum
🕯 Incense
🪵 Woods
🐾 Animalic accords

Performance
⏳ 12–14 hours
📡 Strong projection
🌬 Huge niche sillage
#RaniaJ #AmbreLoup #AmberPerfume #NicheFragrance
🗡 Amber Kiso — D.S. & Durga

Amber Kiso from D.S. & Durga is dark, smoky and rugged. Inspired by ancient Japanese forests and samurai armor, the fragrance blends leather, incense and hinoki wood.
The opening bursts with smoky leather and woody sharpness before settling into resinous amber and patchouli. The atmosphere it creates feels like misty cedar forests and burning incense in a temple.
Notes
🪵 Hinoki wood
🔥 Incense
🧴 Leather
🌿 Patchouli
🌑 Amber
Performance
⏳ 10–12 hours
📡 Strong projection
🌬 Bold smoky trail

#DSDurga #AmberKiso #LeatherPerfume #NichePerfume

🐍 Salome — Papillon Artisan Perfumes

Salome is one of the most daring perfumes created by Liz Moores. Inspired by vintage French perfumery, this fragrance mixes lush florals with dark animalic warmth.

The scent opens with intoxicating jasmine and rose before revealing musky animalic notes and oakmoss. The result is sensual, provocative and unforgettable.

Salome feels like old Parisian perfumery — decadent, seductive and powerful.
Notes
🌹 Rose
🌼 Jasmine
🐾 Animalic accords
🌿 Oakmoss
🔥 Resins
Performance
⏳ 12+ hours
📡 Strong projection
🌬 Intoxicating sillage
#PapillonPerfumes #Salome #AnimalicPerfume #NicheLuxury
🔵 No.02 L’Air du Desert Marocain — Tauer Perfumes

This legendary fragrance from Andy Tauer captures the atmosphere of the Moroccan desert at sunset. It blends spices, amber and incense with dry desert air.

The scent opens with bright coriander and cumin before evolving into warm amber and smoky incense. As it dries down, woods and resins create a golden aura.

It smells like hot desert wind carrying spices and incense across endless dunes.

Notes
🌶 Coriander
🌿 Cumin
🔥 Amber
🕯 Incense
🪵 Cedarwood

Performance
⏳ 12+ hours
📡 Strong projection
🌬 Massive warm sillage

#TauerPerfumes #DesertMarocain #AndyTauer #NichePerfume

🪵 Duro — Nasomatto

Duro by Alessandro Gualtieri is a legendary woody powerhouse. The fragrance is minimal yet extremely powerful.

Dry woods, smoky leather and warm spices create a masculine aura that feels commanding and confident. Duro smells like polished wood, leather jackets and raw power.
Notes
🪵 Woods
🔥 Spices
🧴 Leather
🌿 Patchouli
Performance
⏳ 12–14 hours
📡 Strong projection
🌬 Massive masculine sillage
#Nasomatto #Duro #WoodyPerfume #BeastMode
🐅 Bengale Rouge — Papillon Artisan Perfumes

Bengale Rouge, also by Liz Moores, is a luxurious amber fragrance inspired by classic oriental perfumes.

Golden honey and warm spices open the composition before melting into creamy amber and powdery vanilla. The fragrance feels comforting yet elegant.

It smells like warm amber glowing under golden sunlight.

Notes
🍯 Honey
🌶 Spices
🔥 Amber
🌸 Powdery florals
🍦 Vanilla

Performance
⏳ 10–12 hours
📡 Moderate projection
🌬 Smooth elegant trail

#BengaleRouge #PapillonPerfumes #AmberPerfume #LuxuryFragrance

💎 Truth:
These six perfumes represent serious niche perfumery — bold compositions, artistic creativity and unforgettable scent trails.

They are not just fragrances.

They are signature olfactory statements.

[Rashad Hajiyev @hajiyev_rashad]

In fact after such brutal cleansing, silver could surge back to $105 level pretty quickly and then higher and higher...