CalmTrader

Equity Trader. Myeloma Warrior #NMRK

[CalmTrader @suril1969]

Life always gives us many opportunities.
If you are not serious and take casual approach, you are bound to fail.
See the best example 👇

[Anish Shah @anishshah21]

Hearing the Indian national anthem play in Tokyo after @MahindraRacing’s victory is a moment of immense pride, not just for the team at the track, but for everyone who has been part of this journey ... and for every Indian.

Congratulations to Nyck de Vries on a brilliant drive, and to the entire Mahindra Racing team whose dedication, resilience and teamwork made this possible. Well done team!

[Sekhar @LearningEleven]

I would love to see a "Reservation Hatao Andolan" get the same attention at Jantar Mantar as the last protest.

But why would any political party or activist group back it?

It doesn't align with their agenda. RHA would die a slow and natural death in a few days!

[Prashant Nair @_prashantnair]

'Oil doesn’t matter'

I am paraphrasing him but that was @jakesprime provocative opening argument on this week's Editors Roundtable ! It led to a spirited back-and-forth on whether markets vastly overstate crude’s importance.

And a lot more..

#Nifty #BankNifty #IranWar‌ #Trump

https://t.co/9e6XF4A7Xe

[Prashant Nair @_prashantnair]

From why Indian IT are facing business risk & not just market risk.. to the new-age companies he wants to own.. to what he makes Iran/US here & now.. to a lot more..

Today chat was @Iamsamirarora at his candid best.

Sharp views, uncomfortable truths & plenty of wit :)

Enjoy !

#Nifty #BankNifty #IranWar‌ #Investing

https://t.co/GwSpaoom38

[Abhijit Iyer-Mitra @Iyervval]

Do you remember the price we paid for IC-814? Not immediately, but in the subsequent years? This is the exact same thing. Compound interest will accrue over the next few years. Brace yourselves.

[Sann @san_x_m]

The Taj was burning and full of terrorists, and he spent the whole night getting his guests out. What almost no one knew was that his own wife and his two little boys were trapped upstairs in the fire the entire time.

His name is Karambir Singh Kang.

On the night of 26 November 2008, ten gunmen came out of the sea and tore Mumbai apart. One of their targets was the Taj Mahal Palace hotel. He was its General Manager.

He was not staying late at work. He lived in the hotel, in a suite on the sixth floor, with his wife Neeti and their two sons, aged fourteen and five.

When the attack began, he was downstairs. And downstairs is where he stayed, because the building was full of guests who were his responsibility, and someone had to get them out. Through the smoke and the gunfire, all night, he organised evacuations, guided people to exits, and kept working the floors.

He knew the fire had reached the sixth floor. He knew his family was up there. His wife managed to call for help. He could not get to them, and he made the impossible choice to keep doing his duty to a few hundred strangers while his own family was beyond his reach.

By morning, Neeti and both boys were dead.

He had lost everything a man can lose, in his own home, on his own watch. And here is the part that tells you who he is. He did not leave the Taj. He stayed on as its General Manager and helped rebuild it, and when it reopened he was still there, standing in the lobby.

He said something afterwards that is almost too much to bear. That a captain does not leave his ship. That the hotel was his responsibility, and the people in it were his responsibility, and on that night he did the only thing he knew how to do.

He saved hundreds of people's families by giving up any chance of saving his own.

[Sonia Shenoy @_soniashenoy]

You can watch the full episode here

https://t.co/sSqVH2tnLq

[Kirttan Shah @KirtanShahCFP]

In my latest podcast, spoke to Sandeep Tandon from Quant Mutual Fund on a host of things that we generally don’t hear fund managers say like,
- Timing is everything in the market
- He believes quant gets it correct 78% of the times
- He mentioned spending $24 M on analytical tools that they use and how he predicted the 2020 crises in 2012.
- How he thinks Geo Political problems are hear to stay till 2032
- We talk about his near term, medium term and long term views on the equity & commodities

https://t.co/J8bSFoBQ4z

[Watcher.Guru @WatcherGuru]

JUST IN: Jim Cramer says there are many "reasons to sell" right now.

[Kirttan Shah @KirtanShahCFP]

90% posts i read on the Internet posting about the CJP, have 0 idea about the issue itself! I will not be wrong if i say 99% also.

It’s fashionable to share and comment on a trending topic but most don’t know that they don’t know anything!

Asking your government questions is surely your RIGHT but escalating it after having received the answer is agenda! It’s difficult to go against the heard but it’s time someone speaks up.

May 3- NEET examination. Within 4 days, the NTA detected fraud. The very next day, it informed the police. The investigation began. The Government cancelled the May 3 examination.

May 12 - The Ministry of Education filed a written complaint. The CBI registered the case. Special investigation team (SIT) were formed immediately.

May 15 - Education Minister Dharmendra Pradhan addressed the nation. He apologised. Accepted moral responsibility. Announced the re-NEET schedule.

Then came the bigger announcement. From next year, Major national examinations would move towards
computer-based, multi-encrypted testing (CBT). A permanent solution.

June 21.
Fresh NEET examination conducted successfully.

July 16.
Results declared.

Meanwhile,
The CBI moved fast. Arrests began. 13 accused were behind bars.

Why did the matter escalate so much then? And let’s face the fact, is this the first time papers have leaked? But this is surely the first time the government addressed it so quickly & most national exams have moved to CBT so that this does not repeat in the future.

Now you might wonder what’s happening then, Let’s decode the motive!

The joke is on you if you think this is not politically motivated! Let’s talk about the 2 stars of this campaign Abhijeet Dipke and Sonam wangchuk

Abhijeet Dipke was associated with AAP between 2020 to 2023
Sonam’s father was a congress MP and you think this has nothing to do with politics?

Let’s talk about the motive now,

Ofcourse reviving failed political ambition is one but very importantly
FCRA (Foreign contribution Act) bill which is supposed to be tabled in this monsoon season

It’s a know fact how foreign elements fund India NGOs to stall India’s economic growth. Over the last few years a lot of NGO licenses have been cancelled because they have not been able to provide the source of their foreign funding in which one of them was Sonam’s NGO! But the problem so far was that when the license was cancelled the assets of the NGOs were not freezed and hence they were re using the assets to continue their activities is what the FCRA bill intends to stop! Once passed, the license and assets will be frozen if NGOs can’t prove the source of the funding

Now you will ask why would foreign elements fund NGOs and how do NGOs help them?

Latest example is your Nicobar project. The biggest reason why Iran is able to push US back in this war is because it controls the strait of Hormuz from where ~20% of the world’s crude move. India also has this strategic advantage in Nicobar because majority of chinas crude moves from there. So if we build Defense there and control it, will it not hurt China?

Now NGOs are others (you know whom) are funded to stop this from happening and stall India’s development.

So my friend there is a permanent solution offered to the paper leak problem and still if this matter is not getting solved please understand this is beyond paper leak.

Remember, when the cause has a supporter, you are in the right direction but when the cause has a sponsor, you know something is wrong!

I am with you that we should ask questions to the government & could the police situation had been better managed, absolutely a yes but let’s not get played by the vested narrative on the Internet

Also, this is not about CONGRESS, BJP or AAP, I speak because this is about India! I pay tax & vote as well most who don’t do any also have a problem.

Jai hind!

[Paritsh Sharrma (🗣️Paritosh) @Paritolkks]

The biggest injustice in the education system.

One student pays ₹1 lakh in fees.

Another pays ₹3,000.

Both get the same education.

One student scores 70/100 and still doesn't get a seat.

Another scores 30/100 and gets the same seat.

For the last 70 years, this is so normalised that nobody even treats that as an injustice.

The irony.

[` @worshipVK]

Every general kid can feel Rishu Singh's pain 🙏

Rishu Singh - Look at this man. How can someone say he is here for the NEET protest? He looks 25

Varun Bharti - I am already a doctor and mind your language, my father is an Ias officer it won't take minutes to get you behind bars

Rishu Singh - Neha Bharti, that's your name, right? Can you tell me in which year you passed and how many marks you scored?

Varun Bharti got triggered

Varun Bharti - I passed in 2022 and I would not like to disclose my marks to you. You are nothing to me

Rishu Singh - Obviously, how will you disclose your marks? I also gave NEET in 2021. I didn't get a seat even after scoring 580. You must have got a seat after scoring less than 500. That's why you are scared to disclose your marks. It's funny how people like you, who became doctors through an unfair system are here lecturing about fair education

Varun bharti - Reservation will always exist. Cry as much as you want

Rishu singh - Don't people like you, who have a govt officer as a father, feel ashamed if they qualified through reservation? I would rather be jobless than be an unqualified doctor like you

Varun almost went to hit him because he couldn't digest the facts. Reservation is the reason many qualified students are struggling in life 🙏

[Shankar Sharma @1shankarsharma]

At the very least, we should thank Trump, for showing us our rightful place: a country that has no global competitive edge.

A country that's a perfect vassal state. Of China. And of America.

A country that has puffery that nobody else buys or believes except deluded, brain -dead local pop and Caged Capital purveyors.

I have said this for months: the US wants to finish our 45 bln annual surplus with them. It will absolutely happen. Bet on it.

And it will happen even after Trump.

This is America 's policy. Not Trump's alone.

Too long, India has had a free ride on US' tail. It's pay back time, sport.

' Platform America " is wanting your margins back with it.

Our US, UK, EU surpluses are going to shrink: see UK car imports into India.

We will become ever more dependent on Capital flows. They again come largely from America. And China will step in to fill the gap.

A friend of mine said 10 years ago: " India has no LT option but to become a colony of China ".

It's happening with our yawning trade deficit vs them.

And reducing surpluses with the developed bloc.

What this means for the INR, I shudder to think.

We now live in a Jobssian " Reality Distortion Field"

But nobody else in India even cares. Stray dogs, IPL, et al, keep us busy.

Daily delusion has become " Daily Dommon Sense "

Daily Common Sense has become Delusion.

And one last thing: America likes Winners.

America loves fightbacks.

Trump reluctantly admires North Korea and now,Iran.

He absolutely prostrates himself at the feet of China.

All nations that have stood up to him and America.

He has little respect for us because he sees us as weak, unwilling to stand our ground.

Unwilling to show spine.

Like we have shown always right from PL480, '71 War, Pokhrans, Khobragade episode, etc.

And like in school, real bullies always bash up fake bullies.

[Olivia Chowdhury @Oliviacoder1]

A guy had Gmail for 11 years and 41,000 unread emails.

His inbox was chaos — promotions mixed with invoices mixed with actual important stuff, buried three scrolls deep. Search never found what he needed on the first try. Storage kept warning him he was almost out, on a free account he swore he'd never filled up.

His sister works in IT support. She opened his Gmail on his laptop over coffee. Eight taps and two filters later, she closed the laptop.

His inbox showed maybe 12 emails that actually mattered that day. The rest sorted themselves — automatically — into folders he didn't have to build by hand. Storage freed up almost 3GB without him deleting a single email he cared about. Search started finding things instantly.

"Eleven years," he said, "and I never touched a single setting."

"Nobody does," she said. "Gmail ships built for 'good enough on day one,' not for eleven years of your actual life piling up in it."

Here's everything she changed.

[Shiv Aroor @ShivAroor]

He was so angry, he stood up from his chair in our studio to be heard. Stop what you’re doing and listen to NEET student Harsh Dubey.

[Vaibhav Sisinty @VaibhavSisinty]

The scariest part of the OpenAI-Hugging Face hack isn't that the AI escaped.

It's that it wasn't trying to escape. It was trying to finish its homework.

Here's what happened.

→ OpenAI was testing GPT-5.6 Sol and a stronger unreleased model on a cybersecurity benchmark called ExploitGym

→ The models were inside a locked environment. No internet. No outside access. Safety guardrails turned off.

→ The task: score as high as possible

The models treated the locked room as a problem to solve.

→ They burned through massive compute searching for a way out

→ Found a zero-day vulnerability in the proxy software

→ Exploited it, broke out, got on the internet

→ Hacked into Hugging Face's production servers because they figured the test answers might be stored there

→ 17,000+ operations. Over one weekend.

Hugging Face disclosed the breach on July 16. Called it an "unidentified autonomous AI agent." Today OpenAI confirmed it was theirs.

Now here's the part nobody's talking about.

→ Hugging Face's security team tried using a commercial AI to analyze the attack

→ The AI refused. Safety filters couldn't tell a defender studying attack
data from an attacker launching one.

→ They had to fall back on an open-source Chinese model to run their forensics

The attacker AI had zero hesitation. The defender AI said "I can't help you, that looks dangerous."

→ The models weren't going rogue. They were completing a task.

→ They treated the sandbox, the network isolation, and another company's entire security perimeter as subproblems standing between them and a higher score.

AI doesn't need intent to be dangerous. It needs a clear goal and no guardrails.

We're not in the "will AI be dangerous someday" phase anymore. We're in the "OpenAI had to publicly apologize to Hugging Face" phase.

[Shrishti Sahu 🚀 @shrishtie]

Watch the full conversation here: https://t.co/ym1W4bEidQ

[Sridhar Sivaram @srisiv1]

MSCI EM : Having followed Emerging Markets for over 30 yrs now .. not seen such a sharp move in just over a year .. 25% + weight increase for Korea and Taiwan .. at the cost of China and India mostly ..
Peak weight for any country is around 40% for China ( Dec 2020) .

[Ilan Goldenberg @ilangoldenberg]

I’ve worked on Iran for nearly 20 years. Our options are never great, but I’ve never seen things this bad. For the first time in my career, I’m at a loss.

When this war began, I warned that Iran would likely emerge weakened but more aggressive and risk-tolerant—leaving the region trapped in a cycle of military clashes and chronic instability. That has happened. What I underestimated was the leverage Iran would gain through its stranglehold over the Strait of Hormuz.

For a moment, the MOU offered a possible way out. It was deeply flawed, but better than the alternatives. Then vague terms and shoddy negotiating caused it to collapse: Iran believed it could retain some control over the Strait; Washington believed the Strait would reopen to international shipping.

But the fundamental problem wasn’t the negotiation. It was Trump’s catastrophic decision to go to war in the first place.

The result: higher oil prices, economic shocks, depleted US missile-defense stocks, immense regional damage and civilian suffering, alienated allies and very little achieved in return.

So what now?

We could pay Iran off through sanctions relief, oil exports and access to the international banking system. But after surviving forty days of war, Tehran is angry, distrustful and convinced it holds the stronger hand. Its price is so high – and so humiliating – that Trump will never accept it.

We could escalate militarily, which is what the US is doing. But bombing has not produced meaningful Iranian concessions, and Trump appears unwilling to bear the costs of the maximalist alternatives. More pressure means an expensive, dangerous and potentially endless war, with serious risks to US forces and the entire region as we tragically saw this weekend. And it has little chance of success.

Or we could encourage the Gulf states to negotiate a regional arrangement. That may ultimately be the most promising path, but the Gulf states are divided, this remains fundamentally a US-Iran conflict, and any agreement will require major American concessions while leaving Iran strategically stronger than it was before the war. So this isn’t very appealing and hard to get to as well.

The likeliest outcome is therefore that we are looking at a new normal: recurring US-Iran clashes, periodic American or Israeli strikes on Iran’s nuclear program, Iranian control over the SOH, higher oil prices and a larger, longer-lasting American military presence in the Middle East. But since the costs of all out escalation are too high both sides try to keep it from going there, though there is always a risk.

Iran’s leverage will eventually depreciate as countries build pipelines, diversify energy supplies and establish alternative trade routes. But that could take years.

Eventually, exhaustion may produce a deal. Iran may decide that controlling the Strait while living under blockade is unsustainable. Washington may accept that it must offer more. The Gulf states may finally unite around a workable diplomatic framework. But not soon.

Trump took a situation in which better options plainly existed, started an unnecessary war and produced a strategic disaster that will take years to unwind.
For now, we are all stuck with this mess.

[Zunaira Ai @ZunairaAi]

A GUY BOUGHT A $1,500 SAMSUNG TV 3 YEARS AGO.

HE WATCHED NETFLIX. HE WATCHED YOUTUBE. HE THOUGHT THE PICTURE LOOKED FINE. HE ASSUMED THAT'S JUST WHAT A TV LOOKS LIKE.

HIS FRIEND, A HOME THEATER INSTALLER WHO CALIBRATES TVS FOR A LIVING, WALKED INTO HIS APARTMENT AND LOOKED AT THE SCREEN FOR 5 SECONDS.

"YOU'RE WATCHING EVERYTHING IN DEMO MODE. THE MOTION SMOOTHING IS ON. THE ECO DIMMER IS CUTTING YOUR BRIGHTNESS BY 40%. YOUR TV IS TAKING A SCREENSHOT OF YOUR SCREEN EVERY 30 SECONDS AND SELLING YOUR VIEWING DATA TO ADVERTISERS. AND YOU'RE WATCHING A $1,500 PANEL IN THE SAME PICTURE MODE BEST BUY USES UNDER FLUORESCENT LIGHTS TO MAKE TVS POP ON A SHOWROOM WALL."

HE CHANGED 9 SETTINGS IN 12 MINUTES.

THE PICTURE LOOKED LIKE A DIFFERENT TELEVISION. THE SOAP OPERA EFFECT DISAPPEARED. THE COLORS BECAME NATURAL. THE TV STOPPED SPYING ON HIM.

HERE'S EVERY SETTING HE CHANGED 🧵