Subham Dalmia

Angel Investor | Quant Trader | 13+ yrs across Derivatives and Global Rates | Partnering with exceptional founders and underappreciated businesses

[Subham Dalmia @subham_90]

Glad it's working fine! I really want to buy Ugreen/Anker for travel but the loose plug thing stops me since I hate carrying adapters. I need a single block that handles a 90W laptop for hours and 45W Samsung PPS, mostly for India use with a tight, snug fit. Any specific models you'd suggest?

[Subham Dalmia @subham_90]

@grok @OpenAI Tried the 'fix,' didn’t work. Talked to a human, still no luck. It feels like companies are so dependent on AI tools that they’ve forgotten how to handle nuance. Support shouldn't be a test of my patience. It should be a solution. 🙄 What you have to say on that?

[Subham Dalmia @subham_90]

@OpenAI I can’t pay for my Business plan. The invoice says “VOID” and there’s literally no way to complete payment. You’re forcing me to buy a whole new subscription instead of just the incremental user. Support has zero clue, told me “sort it on your own” and clearly doesn’t understand the issue. It feels like a badly trained ChatGPT doing customer support. Are you for real? This is unacceptable.

[Subham Dalmia @subham_90]

@EurekaForbes
I’ve already DM’d the complaint number as you asked.
Frankly, I have zero expectation that you’ll actually fix anything. Your entire customer “relationship” is built on mistrust and lies.
Your technician continues replacing parts with old refurbished ones under AMC, even though I was clearly told I would get new spares just to make me buy the AMC. Issues (new or recurring) every 1-2 days for past one month with no permanent solution.
At this point, I’m strongly considering buying a new @urbancompany_UC purifier and simply throwing this Aquaguard away, despite having a paid AMC.
Do better.

[Subham Dalmia @subham_90]

@EurekaForbes Extremely disappointed with my Aquaguard! Continuous issues every 1-2 days- new problems or recurring ones with ZERO permanent solution provided.
Your technician keeps installing OLD REFURBISHED parts under AMC. Yes, it’s mentioned in the terms, but I was EXPLICITLY told I’d get NEW spares to convince me to buy the AMC. This is pure misrepresentation & cheating!
Fix this immediately or I’m escalating.
#EurekaForbes #Aquaguard #MisSelling

[Subham Dalmia @subham_90]

Why reference $MSTR's historical 400% premium when most crypto treasuries are now at deep discounts to NAV? Is the thesis that cycles will flip this back to premiums for strong assets like HYPE?
Though $PURR's HYPE yield edge over BTC, but current HYPE staking is ~2.3% APY.
Compare to SOL treasuries at 6-7%+ yields, and at higher discounts, why isn't that a closer benchmark for productive crypto treasuries?

[Capital Flows @Globalflows]

You get paid to hold risk

Nothing has changed in my thesis

It is today's like today for why you want to be onsides in a trade so you have a cushion to accept more volatility and not drawdown on principle

This is why I pitched $PURR to paid subscribers when it was at $3 and at a 40% discount to NAV

Next report will be sent out here: https://t.co/rpJr1XL6FO

[Subham Dalmia @subham_90]

Why reference $MSTR's historical 400% premium when most crypto treasuries are now at deep discounts to NAV? Is the thesis that cycles will flip this back to premiums for strong assets like HYPE?
Though $PURR's HYPE yield edge over BTC, but current HYPE staking is ~2.3% APY.
Compare to SOL treasuries at 6-7%+ yields, at higher discounts, why isn't that a closer benchmark for productive crypto treasuries?

[Aravind @aravind]

There is a 0.5 front, cultivated by Pakistan in India brainwashing their political minds, that will start pushing Pakistani psyops as soon as any terror attack is done:

1) India did the attack itself for some reason.

2) Intel failed and govt is only responsible.

As patriotic Indians we should not tolerate this anymore. We need to attack back, shame, and stop these misinfo peddlers within India and their DS instigators like Paki-Chini-Soros slave Ravi from outside.

[Aravind @aravind]

40% of India's population is under the age of 25. Median age of India is just 29 years. A person who is 25 now would be 9 years in 2009, too young to understand India then.

So 40% of India will have very less clue as to how India was prior to the Modi era. It is important for the adults to educate them on this.

They will imagine whatever they are told like now there is "no press freedom in India and only Godi media", they won't know prior to Vajpayee era, for 50 years, India had only one government controlled news channel and radio to do govt propaganda. Not 1000 channels from all political parties like today.

They will believe "India is fascist now", because they are being told so. They will have no idea that there was no internet and social media. News papers were tightly controlled. Those who spoke against Govt or abused leaders, jailed. Corruption was rampant. Protests were suppresed by shooting, even fighters bombing from over head.

They will imagine "India's infrastructure is very bad" both from seeing issues and from propaganda. They will have no idea that for 50+ years there was very little infrastructure. Trains were painfully slow and full always. Derailments and accidents were super common. Something like 2-3 times what we see now. There was not even an effort to improve the highways and
connect the country until Vajpayee ji came.

It is the duty of every older adult to educate the young 40% of this country. Start with the widespresd "load-shedding" and powercuts for the starters.

[NeulandLabs @NeulandLabs]

We are proud to announce that Neuland Labs has received CADIFA approval for Ezetimibe API from ANVISA, Brazil – marking Neuland’s third CADIFA approval!
#NeulandLabs #ANVISA #CADIFA

[Sandeep R | Microcap Alpha @investor_sr33]

India Budget 2025-26: Sector-Wise Allocation (Descending Order)

1️⃣ ₹6.8 lakh crore – Defense & National Security 🛡️
2️⃣ ₹3.5 lakh crore – Agriculture & Rural Development 🚜
3️⃣ ₹3 lakh crore – Healthcare & Pharma 🏥
4️⃣ ₹2.9 lakh crore – Railways (Vande Bharat, Freight Corridors) 🚆
5️⃣ ₹2.85 lakh crore – Roads & Highways Expansion 🛣️
6️⃣ ₹1.8 lakh crore – Renewable Energy (Solar, Wind, Hydrogen) ☀️💨
7️⃣ ₹1.5 lakh crore – EV Industry (FAME III, Tax Incentives, Charging Infra) 🚗⚡
8️⃣ ₹1.5 lakh crore – Digital India & Rural Broadband 🌍
9️⃣ ₹1.2 lakh crore – AI, Semiconductor R&D, Tech Innovation 🤖
🔟 ₹1 lakh crore – Credit Guarantee Scheme for MSMEs 🏦
1️⃣1️⃣ ₹1 lakh crore – Oil & Gas (Refinery modernization, pipelines, biofuels) ⛽
1️⃣2️⃣ ₹75,000 crore – Urban Development (Metro, Smart Cities, Public Transport) 🚇
1️⃣3️⃣ ₹50,000 crore – Irrigation & Organic Farming 🌾

[Subham Dalmia @subham_90]

@agrawalmohit12 If income is below 12 lakhs, No tax.
If its above 12 lakhs, the respective slabs are applicable, that is 60K tax upto 12 lakhs income PLUS tax on whatever is above 12 lakhs

[Subham Dalmia @subham_90]

@PntOptions Standalone ERM5 fly looks good. Though in front end I can't see any bid or offers in ERJ.

[Subham Dalmia @subham_90]

@Ajain112 Done. This works.

[Subham Dalmia @subham_90]

@unseenvalue Valuations wise Neuland might be a little expensive for now. Capabilities wise, its still JUST at $2Bn MCap. Tandav from FY 2026-27. 🫡

[Subham Dalmia @subham_90]

Market expectations of inflation were even higher than the forecast. It was cool enough to give market participants confidence that the recent uptick in inflation is NOT broad based and likely to cool further.

The risk of NO more cuts in US is being faded away. Rates will continue to go lower. 🔽

Lower rates expectations 🔽->Higher equities.⏫️