Siva Rahul

Nature Lover | Traveller | Keep it Simple | Listener | Introvert | IIM L | GenAI Architect

[Ram Gopal Varma @RGVzoomin]

NEET is not the issue
A I is
NEET leaks, cancelled exams, student suicides might leave bodies on the floor and parents screaming which might seem brutal in the way the system is being injured
AI does not wound the system.
It rips its throat out.
For centuries education had one job of forcing scarce knowledge down young throats like medicine and train them for predictable lives. But unlike in the past , Information is no longer scarce. It is a choking flood of lies, propaganda, and digital sewage. And AI stands in that flood with its mouth open, swallowing everything, chewing it, and spitting out clean answers faster than any human brain can even comprehend

Nobody knows what to teach a child to prepare for how the world will be in the next 10 or 20 years
Fixed knowledge is already decaying .
Technical skills are already twitching in their death throes.
The outdated belief
study hard once,
then live safely forever
has been dragged into the street by A I and shot dead .
What still has value in it is not marks.
Not degrees.
Not the ability to spew out facts
The only savage skill needed is to stay conscious while the world keeps rewriting itself, of reinventing yourself before the old version of you is buried by transformational technologies like A I

The classrooms, the sacred syllabi, the entrance exams we still treat like temples not realising that all of it is furniture inside a house that is already on fire. We are arguing about the arrangement of the chairs while the flames are climbing the walls. We need to wake up and smell the smoke

Except for EDUCATING how to use AI, every other form of education is now REDUNDANT.
The youth currently grinding through engineering, medicine, law, CA, MBA, architecture, design or any professional course are walking into a slaughterhouse. By the time they finish, most of those degrees will be mere paper. The jobs those courses were built for will already have been absorbed, compressed, or being erased by A I systems that never sleep, never demand salary, never take leave, and never make the same mistake twice.
A time has come when a single person can become a doctor + lawyer + engineer + chartered accountant + anything else all rolled into one. A same single human mind can diagnose, draft contracts, design systems, audit accounts, write code, and analyse everything more accurately than entire teams of traditionally trained professionals.
What does that leave the student who spent four, five, six years mastering only one of those domains the old way? It leaves them competing against someone who can do all of it .. better, cheaper, and at scale while they are still fighting for corrections in NEET
Every tech head in the world already proclaimed the death of all entry level jobs ..So what’s the point ?

Now the only education that can have any value is how to use A I
Every other form of education is obsolete and the ignorant Institutions , teachers and parents are dragging the youth into a A I slaughter house

If you are a student and your course is not aggressively teaching you how to use A I , you are being prepared for a non existent job
If you are a parent still measuring your child’s future by traditional ranks and degrees, you are killing their future
If you are a teacher still defending the old curriculum as sacred, you are participating in the death of their careers
The choice is no longer whether AI will change everything.
The only choice left is whether you become the one who wields it , or the one who is replaced by it.
I once again implore ..WAKE UP and SMELL THE SMOKE

[Anand Shah @Anand_shah07]

The last three months made a lot of investors look like geniuses.
Most of it was the market's ferocity, not individual brilliance.
The dangerous part is not what happened.
It's assuming it will keep happening.
Acknowledge the gift. Ignore the applause. Get back to work.

[Siva Rahul @sivas009]

Best one in the recent times

[Electra @Electrarythm]

There is a certain type of person everywhere now, especially online.

He consumes endless information every day: philosophy, psychology, productivity, spirituality, neuroscience, business, self-improvement, history.

He knows a little about everything and deeply experiences almost nothing.

His entire identity becomes built around understanding instead of living.

He watches videos about confidence instead of speaking confidently. Reads about discipline instead of becoming disciplined. Studies relationships instead of learning how to love. Consumes motivational content instead of taking action.

He feels intelligent because he is constantly mentally stimulated. But stimulation is not transformation.

Most of the time, knowledge becomes emotional protection. Reality is unpredictable. Reality humiliates. Reality exposes weakness. Books and ideas do not.

Inside information, he can continue imagining himself as intelligent, deep, insightful, different from ordinary people. So he remains trapped in preparation.

He constantly feels as if he is "becoming" someone, while his real life remains strangely untouched. He develops sophisticated language for problems he never confronts directly. He can explain human behavior beautifully while being unable to handle ordinary discomfort, rejection, uncertainty, loneliness, or risk.

He slowly turns life into observation instead of participation.

The internet rewards this personality heavily. He receives validation for sounding aware rather than becoming capable.

Eventually, he begins confusing self-analysis with growth and information with wisdom.

But beneath the intelligence usually exists the same thing: fear. Fear of failure. Fear of embarrassment. Fear of reality answering back.

Because action destroys fantasy. The moment he truly acts, he can no longer hide inside potential.

[Siva Rahul @sivas009]

@LearningEleven 😄 haha

[Siva Rahul @sivas009]

@selvaprathee Nice one sir

[Siva Rahul @sivas009]

@thechartist26 Hi @thechartist26
Have u taken clqude cowork pro plan?
And for analyzing the report through your dashboard, Have you subscribed for Llm api key?

[Siva Rahul @sivas009]

Beaten down,
Took support around 150-160's multiple times
Added it multiple times around 200,160

Today closed with high volumes, closed above previous ATH( closing price)

Lets see whether it can sustain it or not

[Siva Rahul @sivas009]

Is Q3 on the right path vs guidance?

Yes — clearly.

• To hit ₹160 Cr FY26 revenue, Q4 needs only ~₹33 Cr
• Q3 itself delivered ₹46 Cr
• So revenue is ahead of trajectory and likely to beat guidance
• Margins are also improving faster than expected

[Siva Rahul @sivas009]

#Asarfi

[Siva Rahul @sivas009]

@mgkreddy1 Asarfi Hospital is trading at EV/EBITDA of 12×, despite guided EBITDA growing from ₹32 Cr in FY26 to ₹62 Cr by FY28. Comparable hospitals trade at 20–35×, which implies a fair valuation range of ₹931 Cr to ₹1,552 Cr by FY28,versus today’s ₹419 Cr market cap.

[Siva Rahul @sivas009]

The projected Revenue, EBITDA and PAT figures are derived from assumptions and management commentary, and are not explicitly guided by the company.

#senores #senorespharma

[Siva Rahul @sivas009]

What This Means for FutureGrowth?
Short-Term Impact (FY26-FY27)
Regulated Market Revenue to Grow as Roflumilast commercializes
Higher EBITDA Margins (Specialty generics have higher pricing power than standard generics)
Boosts US Operations, supporting more futureANDA acquisitions

[Siva Rahul @sivas009]

Main growth drivers:

- 28 approved ANDAs yet to launch
- Apnar contribution from FY27
- Emerging markets turning profitable
- India branded generics scaling up
- Better product mix + operating leverage

[Siva Rahul @sivas009]

Verdict

Management is walking the talk.
Q3 confirms the business is scaling well, and the cancer hospital still has major upside once occupancy improves.
This quarter keeps the FY27–FY28 rerating thesis intact.

[Siva Rahul @sivas009]

Asarfi Hospitals - Nov 2025 Concall

Management has clearly guided ₹160 crore revenue for FY26 and ₹200 crore revenue for FY27, driven by cancer hospital expansion (65 → 150 beds) and super-specialty bed addition (250 → ~315+ by March 2026).

[Siva Rahul @sivas009]

Is Q3 on the right path vs guidance?

Yes — clearly.

• To hit ₹160 Cr FY26 revenue, Q4 needs only ~₹33 Cr
• Q3 itself delivered ₹46 Cr
• So revenue is ahead of trajectory and likely to beat guidance
• Margins are also improving faster than expected

[Siva Rahul @sivas009]

Main growth drivers:

- 28 approved ANDAs yet to launch
- Apnar contribution from FY27
- Emerging markets turning profitable
- India branded generics scaling up
- Better product mix + operating leverage

#senores #senorespharma