SBS

IT and Pharmaceuticals.

[Aviral Bhatnagar @aviralbhat]

Prediction in the next 12 months:

- SpaceX's IPO will greatly temper the hype cycle
- OAI/Ant IPOs will force cash-flow reality
- Token costs will rise to meet cash-flow expectations
- Job loss doomerism will subside
- Humans will "become cool again"
- GCCs in India will thrive

[SBS @shyambsinghal]

@aarohiyadav100 995311

[Felix Prehn 🐶 @felixprehn]

The UNTHINKABLE is about to happen to GOLD & Silver

[Prakash Dadlani @prakdadlani]

Govt. is planning to build 100 Factory-Cities.

They've allocated 33,600 Cr for it.

Just walk in and start making things on Day 1.

Here's the full breakdown of the BHAVYA Scheme: 🧵👇🏻

[Reads with Ravi @readswithravi]

Action is the antidote to anxiety.

[SBS @shyambsinghal]

@Noidatraffic there is huge traffic jam at Labour chowk/ Green valley chowk Sec 49. kindly help. @noidapolice

[DEBASHISH NEOGI @DEBU_NEOGI]

Another brilliant slide now by ICICI today @ICICI_Direct

[Abhishek Murarka 💹🐂 @abhymurarka]

@oldschoolinvest Thanks for sharing. CFBR.

[Finbarr Taylor @finbarr]

https://t.co/KRlTbtnA8A

[Pankaj Tibrewal @pankajtibre]

We are now towards the end of the earnings season, with 456 out of the top 500 companies having reported.

Growth has been healthy and broad-based:
• Revenue up 11.6% YoY
• Adjusted PAT up 15% YoY

PAT growth across market caps is particularly encouraging:
• Large Caps: +13%
• Midcaps: +16%
• Small Caps: +32% — signaling strong momentum in the broader market.

51% of the overall universe have reported 15% plus earnings growth.

Overall a good show for the 3QFY26 earnings.

Most leading indicators are pointing to a meaningful recovery. Our on-ground interactions across steel, cement, auto ancillaries, OEMs, pipes, and discretionary consumption suggest demand has been improving steadily since mid-December.

The positive turn in US trade deal sentiment has also lifted the mood quite nicely.
Encouraging signs — let’s see how sustainably this plays out.

[Prashant Nair @_prashantnair]

"Do we want to be afraid of the AI disruption ? Or do we want to look at the opportunities of what is now possible ? I want to focus on the later"

The sell-off in Indian IT stocks is fueled by a powerful narrative that AI agents will automate complex enterprise workflows & capture a disproportionate share of software budgets.

I spoke with Dr. Vishal Sikka, former CEO of Infosys & someone who has been intimately involved with AI for a long time.

10 key points. Hope it helps.

1. Disruption is Real but Gradual -> While the application of generative AI to knowledge work is a "real" disruption that is "here," large enterprises are like "civilizations" or "countries"; their complexity means adoption takes significant time.

2. The Gap Between Potential & Reality -> Addressing fears of immediate price deflation, Sikka notes there is a "gap" between the potential of AI and the "actual reality of creating an enterprise-ready offering". Whether it hits a particular project or quarter "depends on the nature of the situation," and for many complex services, it "might take years" for these new offerings to show up.

3. The Lesson of Waymo -> Sikka notes that autonomous driving was proven at Stanford 20 years ago, yet today Waymo still accounts for "less than 1% of all the taxi type rides" in the US, illustrating that technological breakthroughs take decades to fully diffuse.

4. Acceleration through Integration -> The pace has accelerated shaprply (in the last few weeks) because "frontier model companies have integrated tools into the models," such as Python interpreters & compilers, making them exponentially more powerful & easier to integrate into workflows.+

5. The Productivity Leap -> Sikka highlights a staggering real-world example where a student rebuilt a site that previously took 15 people over nine months by himself in just 14 days.

6. The "Jagged Frontier" -> Not all tasks or people see the same gains; productivity increases depend on the "nature of the task" & whether the individual has the "fundamentals" to wield AI effectively.

7. Deflationary Pressure is Conditional -> Whether AI hits a specific project's pricing or a particular quarter's revenue depends on the "service line" & the "nature of the situation," as the gap between AI's potential & enterprise reality varies.

8. Strategy in Minutes, Not Months -> Using his product, Hila, Sikka's customers performed complex business "scenario simulations" in "one minute to five minutes" that would have normally taken "armies of people" & months to execute. He highlights this example to point out that AI is being used not to just code faster but also for strategy purposes.

9. Switch from Operators to Creators -> The fundamental challenge for India's IT professionals is to "switch from being operators and executors of what is known, towards being creators and innovators of what is not yet known".

10. Adaptation is the Survival Equation -> India has thrived through disruptions like Y2K, mobile & cloud; the current goal is to "adapt to this and make it a tailwind" faster than it destroys the prior generation of work. Much like how everyone is now a "photographer" because of phone cameras, AI is shifting power to the end user. Sikka warns, "it behooves us to find opportunities in that shift... There is not that much time"

#Nifty #BankNifty #India #stockmarkets @CNBCTV18News @ShereenBhan

[Kevin Pietersen🦏 @KP24]

Nowhere in the world has hospitality like Indian hospitality

[Nimesh Shah @Nimeshshah73]

@SamyukthaJoshi Trump for Nobel peace prize 🏆 For settling war between Retailer and FM 😂

[Ja Leto @_falsi1ke]

The best way to use Twitter will forever be as an observer.

[Joe Lampton @joelampton_]

Idiot:

- Obsessed with politics
- Wants to change society

Smart:

- Extremely focused on becoming rich and strong
- Accepts that society won't change and thinks of ways to hack the matrix

Learn life.

[Gargi #Decolonization 🇮🇳 @gargiuvacha]

Gregorian and Julian calendars
V/s
Panchang

Listen to this and decide which is more scientific.

[RapperPandit @RapperPandit]

🚨MAKAR SANKRANTI :

Scientific Definition: Transition (Sankranti) of Sun to Makar (Capricorn) Constellation ie Sun has this Constellation in the Background in Sky for 1 Solar Month

I have hand edited the diagram for you to Understand. And There are 12 Sankrantis in a Year 🧵

[Prof. Shamika Ravi @ShamikaRavi]

The stitched ship sailed and how!
The mad mavericks made it happen. Well done @INSVKaundinya & dada @sanjeevsanyal 👏

[SBS @shyambsinghal]

@adithya @VedaGhosham I want join the classes for sandhyavandana

[SBS @shyambsinghal]

@RuksanaAnsar 995