Swati Agarwal

[Swati Agarwal @swati_mltr]

“I will do nothing because of public opinion,but everything because of conscience.”

[🚨Indian Gems @IndianGems_]

BIG: 🇮🇳 India likely to slip Below Canada to 8th in Global Market Cap Rankings in coming weeks. Historic.

[Piyush Rai @Benarasiyaa]

Going by what Raghav Chadda once said and believed, BJP just added 7 illiterate, goons to the party.

[PersianImmortal🦁 @GreaterIran92]

Trump at the age of 34: “If we had attacked Iran, we would have become an oil rich country by now.”

Show this clip to all the sellout Iranians simping for this orange barbarian terrorist in suit, thinking he’s coming to save ‘em.

[Shanaka Anslem Perera ⚡ @shanaka86]

NVIDIA JUST PROVED THE AI BOOM IS REAL—AND EXPOSED THE $4 TRILLION TRAP NOBODY SAW COMING

The numbers dropped just while ago. Wall Street is still processing what just happened.

Nvidia crushed earnings: $57B revenue, $1.30 per share. Beat every expectation. Stock jumped 3%. Added $130B in market value overnight.

But buried in the fine print is the signal everyone missed.

THE MARGIN COLLAPSE

Gross margins fell from 74.6% to 73.4%. That’s not a rounding error. When the world’s most dominant chip company starts compressing margins during a supercycle, something fundamental just broke.

They’re not raising prices. They can’t. Competition is coming.

THE CIRCULAR MONEY MACHINE

Two days before earnings, Microsoft invested $5B in Anthropic. Nvidia invested $10B. Anthropic committed to buying $30B in cloud compute from Microsoft and Nvidia chips.

The same $15B cycling through three companies, each claiming revenue, each inflating valuations. SoftBank saw it coming … dumped $5.8B in Nvidia shares and went all-in on OpenAI instead.

This is 2000 all over again, but with AI chips instead of fiber optic cables.

THE INFRASTRUCTURE WALL

Nvidia has $500B in chip orders through 2026. But the US power grid can’t support it. We’re short 130-140 gigawatts by 2030. That’s 12% of total AI demand … with no solution in sight.

Every datacenter delayed is billions in revenue that never materializes.

THE PAYBACK CRISIS

AI spending hit 1.3% of US GDP … higher than the dot-com peak. But 95% of AI companies generate zero return on investment. OpenAI burns $13B annually with no path to profitability at a $500B valuation.

The math doesn’t math.

WHAT THIS MEANS

Nvidia’s beat confirms AI demand is real. But the business model is broken. When circular financing unwinds and power infrastructure can’t scale, this $4T market resets violently.

The warning shot just fired.

[Mohak Ailani | SEBI regd RA @mohak_ailani]

I fell in love with this quote:
"You don’t have to rebuild a relationship with everyone you’ve forgiven. Some doors stay closed for a reason.”

[Kapil @kapsology]

Hello @nitin_gadkari ji,

The paid campaign was not against Ethanol but to promote Ethanol.

Many influencers were paid by @PetroleumMin and OMCs to make videos in support of Ethanol.

[Revathi @revathitweets]

PETROL + ETHANOL + WATER!!!

As the discussion on Ethanol mixed petrol or the E20 fuel is raging in the country, a petrol bunk in Hyderabad took it to the next level!

They even added water to the petrol 🤯

Mahesh, a resident of Hyderabad got petrol filled in his Brezza car at the HPCL bank in the Sheriguda area last night

Today, his car broke down and the mechanic told him that there was more water than petrol in his vehicle

Angry Mahesh came back to the petrol bunk and got fuel filled in a bottle to demonstrate the amount of loot!

But again this could probably be Ethanol mixed petrol only.

The ethanol in petrol is actually hygroscopic. It readily absorbs moisture from the atmosphere. As in it will create water from the atmospheric moisture. So we never know if this bunk is adding water or more ethanol 🤷🏽‍♀️

Do you know Petrol in India is far more expensive than other nations in the subcontinent? And your vehicles can be permanently damaged by Ethanol mixed petrol?

#E20
#E20Petrol
#WaterInPetrol
#Hyderabad

[Swati Agarwal @swati_mltr]

@FI_InvestIndia I echo the same and plz note I am not paid for this and not a part of any paid lobby. My new vehicle ( 2 years old) already faced issue due to this stupid E 20 thing. @nitin_gadkari kindly stop looting the public for making your family members rich.

[Himanshu🦅 @King_himanshu1]

Dear Nitin Gadkari Ji, please resign.

📈 CIAN Agro - where your son Nikhil Gadkari is Director - saw revenues jump 3000% in one year and its share price soar 550% in just 16 months, right after the rollout of the E20 fuel policy.

🏭 Manas Agro - where your other son Sarang Gadkari is Whole-Time Director - also thrives on ethanol.

Father makes the ethanol policy.
Sons profit from ethanol.
That is a blatant conflict of interest.

Meanwhile, E20 is:
❌ Damaging engines
❌ Cutting mileage
❌ Not making petrol cheaper

This looks less like reform, more like a scam.

Modi Ji, the public trusted you for clean governance. Don’t let one minister’s greed sink your credibility.

[BRICS News @BRICSinfo]

JUST IN: 🇺🇸 United States announces reciprocal tariffs on the following countries

• Chile 10%
• India 26%
• Israel 17%
• Brazil 10%
• China 34%
• Japan 24%
• Turkey 10%
• Taiwan 32%
• Vietnam 46%
• Pakistan 29%
• Thailand 36%
• Australia 10%
• Malaysia 24%
• Colombia 10%
• Sri Lanka 44%
• Singapore 10%
• Indonesia 32%
• Cambodia 49%
• Philippines 17%
• Switzerland 31%
• Bangladesh 37%
• South Korea 25%
• South Africa 30%
• United Kingdom 10%
• European Union 20%

[🚨Indian Gems @IndianGems_]

Responsible FM Vs Ignorance FM

Dr Manmohan Singh was the real Gem of India, RIP sir 💔

#ManmohanSingh

[Congress Kerala @INCKerala]

Dear @nsitharaman,

In your PC after GST council meet, you told that used car sale will be charged 18% on the margin between purchase price and sale price. If it was bought at 12 lakhs, and sold at 9 lakhs, the 3 lakh loss will be taxed ₹54,000.

We don't understand Hindi so well. As far as we know 'Baarah' means 12, and 'Nao' means 9. If this is true, we call it 'Adding salt to the wound'

We've heard of capital gains tax, this is the first time we are hearing of Capital Loss Tax. Can you clarify this please?

[Manoj Arora @manoj_216]

Nehru died 60 years ago.
Ambedkar died 68 years ago.
Why are our politicians discussing the issues of the 1940s and 50s?
Today's issues are pollution, inflation, education, taxes, corruption, jobs, infrastructure.
Haven't yet seen a single sensible discussion in the parliament on what matters to the country today.

[Swati Agarwal @swati_mltr]

I dont deny God's existence, but I doubt his absolute justice.

[Swati Agarwal @swati_mltr]

@Fintech00 Fortis, very less free float and FII holding increased. Hospital Occupancy increased 19 % in last quarter.

[Swati Agarwal @swati_mltr]

#RatanTata RIP!

[Sandeep Singh @Alchemist1320]

Mummy is not dummy 😁

[18th Elephant Fintech @metamayur]

#RollbackSTCGLTCG
@FinMinIndia @PMOIndia @nsitharamanoffc

Let's get 10 million Retweets.

[Clint Murphy @IAmClintMurphy]

When you work for someone else,

They tell you what you're worth.

When you work for yourself,

You determine your worth.

[Swati Agarwal @swati_mltr]

@ICICI_Direct This is pathetic. Website down during most important time.