तेजस 🛩️

Making India Faster.

[The Nalanda Index @Nalanda_index]

“India is no longer struggling to attract tourists… it is now struggling to handle the crowd.

From mountains to beaches, every tourist destination is packed. People spend more time stuck in traffic than actually enjoying the journey.

This scene from Sikkim’s Zero Point is not an exception anymore it’s becoming the new normal across India.”

[Prem Soni @ValueWithPrem]

Ahmedabad is a hopelessly boring Tier 2 city. Please don’t move here.

Living here is an absolute nightmare:

• Zero Adrenaline: Women are just casually roaming around at 2 AM eating ice cream without fearing for their lives or dodging intense police naka bandis. Where is the survival thrill?

• No Linguistic Pride: If you don't speak Gujarati, nobody even threatens to beat you up or smash your shop's signboards. They just awkwardly reply in broken Hindi. Absolutely no passion!

• No Traffic Trauma: The roads are so wide and well planned that you actually reach your destination in 20 minutes. How am I supposed to finish my audiobooks or rethink my life choices during a 3 hour bumper to bumper commute?

• Missing Action: Someone bumps into your vehicle, and they just say sorry and pay you instead of pulling out a hockey stick. No street fights, no "Tu jaanta nahi mera baap kaun hai." So dull.

• Zero Aesthetic Culture: No underground drug or Udta Punjab vibes. Just boring, safe, sober families existing everywhere.

Honestly, it’s unbearable. Please stay in your happening metro cities, enjoy spending half your life in traffic and keep breathing that sweet AQI 1000 air.

[Giorgia Meloni @GiorgiaMeloni]

Thank you for the gift

[Sumit Mehrotra @SumitResearch]

रिकॉर्ड स्तर से टूटे

IT Down From Record High

1) Happiest Mind: -77%
2) Sonata Soft: -70%
3) Cyient: -65%
4) KPIT Tech: -65%
5) Birlasoft: -65%
6) Tata Elxsi: -62%
7) Mastek: -58%
8) Nucleus Soft: -57%
9) Tata Tech: -56%
10) TCS: -56%
11) Zensar Tech: -50%
12) Wipro: -49%
13) LTM: -48%
14) Intellect Design: -45%
15) Infosys: -44%
16) FSL: -44%
17) HCL Tech: -44%
18) Mphasis: -43%
19) LTTS: -42%
20) Coforge: -36%
21) OFSS: -32%
22) Persistent: -31%
23) Tech Mahindra: -26%

[Prakash Dadlani @prakdadlani]

2 months ago, a buyer from Delhi came to our factory.

He walked through the entire setup, criticized whatever he could, and spoke like he was going to do big business with us.

He liked our product, asked for samples and full specs, and we shared everything without delay. We quoted INR 410 for 10,000 pieces, payment in cash.

Then the calls started. Not with clear decisions, but with small complaints about things that did not really matter. While we responded properly and took in whatever feedback we could, we also made it clear what we could change and what we could not.

Then came the haggling. He countered at INR 390. After some back and forth, he finally confirmed at INR 400.

He said “done,” asked for the PI, we sent it, and then he went completely silent for a week. No calls, no messages.

During that same time, all material costs went up.

Then suddenly, he called again and said he was ready to confirm, but now he wanted only 3,000 pieces and also asked for a 4% cash discount (even though the quotation was already based on cash), as if he was doing us a favor.

Work was slow and we had some stock, so after thinking it through, we agreed to a 1% discount and sent a revised PI.

Once again, silence.

After a few days, he said he was in China and claimed prices there were cheaper. I knew that was not true, so I simply wished him well and told him to buy from China.

But he came back again, saying he still wanted to buy from us. This time, he asked for a full cost breakdown including plastic, electronics, labor, packing, and our profit.

We work transparently, so we shared it.

Then he said our profit was too high and demanded that we reduce it. We told him cost is a fact, profit is our principle, and flatly refused.

He kept pushing. He asked for detailed molding costs like plastic rates, cycle time, burn loss, and labor.

That was the point where it was no longer about business. It was about control.

So instead of arguing, we calmly told him the goods were sold out.

He got livid, started shouting, and said we had no right to sell the goods since he had already “confirmed the order.”

I stayed calm, said sorry, and ended the conversation.

Now, even if he comes back ready to pay more, I will not supply to him. I have seen how these deals end. They always bring stress, delays, and problems.

Some business gives you money but takes away your peace. Over time, you learn it is better to do less business with the right people than chase more business with the wrong ones.

I would rather have fewer orders, better sleep, and a clear mind than deal with this kind of harassment.

[तेजस 🛩️ @tejasjoshi007]

@SaffronChargers It's not a local only event.
Earth atmosphere causes ocean waves and hot/cold air to move.
Yes, Local factors do affect but we shouldn't neglect global factors.

[तेजस 🛩️ @tejasjoshi007]

To all Architects & Civil engineers,
Mens also do need privacy, specially while peeing !!

[To brothers @dear_brother9]

1. Opens P*rnhub.
2. Locks the door.
3. Searches his preference.
4. Scans the site for hours.
5. Keeps going until finds the best video.
6. Jerks to pixels on a screen.
7. Drains his power and essence.
8. Cleans up.
9. Regret.

Wonders why he's depressed.

The best natural anti-depressants are:

• Sex
• Water
• Music
• Nature
• Sunlight
• Exercise
• Laughter
• Friendship
• Whole foods
• Quality sleep
• Time with family
• Meaningful work

What else would you add?

[Raghav Wadhwa @raghavwadhwa]

I went back and studied what happened to Indian stocks during every oil spike above $100 since 2008.

The result broke my assumptions.

The companies that doubled had almost nothing to do with oil production. They were in coal, sugar, and solar.

Let me walk you through the data.

𝐅𝐢𝐫𝐬𝐭, 𝐭𝐡𝐞 𝐭𝐫𝐚𝐩 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞 𝐟𝐚𝐥𝐥𝐬 𝐢𝐧𝐭𝐨.

ONGC. India's largest oil producer. The stock every retail investor buys when crude spikes.

In 2022, Brent rallied from $75 to $120. ONGC went from ₹195 in January to ₹167 by June. Down 14% during an oil boom.

Why? Subsidy burden ate into realisations. Domestic crude production dropped 5%. Gas output fell 8%. Ageing fields like Mumbai High kept declining. The stock that "should" have been the biggest winner was actually a value trap.

This pattern repeated. In 2008 when oil hit $147, ONGC didn't keep up either. The government's subsidy mechanism ensures that the largest PSU producer never fully benefits from high realisations. It's a structural problem, not a one time thing.

So I stopped looking at the obvious names and started mapping the second and third order effects. That's where things got interesting.

𝟏. 𝐂𝐨𝐚𝐥 𝐈𝐧𝐝𝐢𝐚: 𝐭𝐡𝐞 𝐟𝐮𝐞𝐥 𝐬𝐰𝐢𝐭𝐜𝐡𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐞𝐫

When oil and gas get expensive, power plants and industries switch to coal. Basic economics. Coal becomes the cheapest thermal fuel in the system.

The numbers during the 2022 oil cycle:

FY21 PAT: ₹12,702 Cr
FY22 PAT: ₹17,378 Cr (+37%)
FY23 PAT: ₹28,125 Cr (+62%)
FY24 PAT: ₹37,369 Cr (+33%)

194% profit growth in 3 years. Production hit a record 622 MT in FY22, then 703 MT in FY23. Another record. Operating margins expanded from 42.8% to 46.9% to 53.7%.
Stock: ~₹130 in 2021 → ₹450+ by 2024. Roughly 3.5x.

𝟐. 𝐎𝐢𝐥 𝐈𝐧𝐝𝐢𝐚: 𝐬𝐚𝐦𝐞 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐥𝐲 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭 𝐨𝐮𝐭𝐜𝐨𝐦𝐞

Both ONGC and Oil India shared the same upstream subsidy burden. Both got hit with the windfall tax (SAED) when oil spiked. The government doesn't spare either.
So why did one almost double while the other fell 14%? Three things.

First, production. ONGC's core offshore fields (Mumbai High, Bassein) are ageing. Crude output dropped 5% in FY22, gas fell 8%. Higher realisation per barrel but fewer barrels coming out of the ground. Oil India's onshore Assam fields were stable to growing. More barrels, not less.
Second, the HPCL drag. ONGC owns ~54% of HPCL, a downstream oil marketing company. When oil spikes, OMCs bleed because they sell fuel below cost. So on a consolidated basis, whatever ONGC gained upstream, its own subsidiary was giving back downstream. Oil India didn't carry that dead weight.

Third, Numaligarh Refinery. Oil India's refinery subsidiary was actively expanding capacity. That's a growth asset, not a liability.

The result:

Stock: ₹112 (52 week low) → ₹268. A 94% return in one year.
Same oil price. Same subsidy mechanism. Same windfall tax. Completely opposite stock performance. The difference wasn't the macro, it was production trajectory, subsidiary quality, and balance sheet structure.
That's the part most people miss. They think "oil up = oil stocks up." The reality is far more specific than that.

𝟑. 𝐒𝐮𝐠𝐚𝐫 𝐚𝐧𝐝 𝐞𝐭𝐡𝐚𝐧𝐨𝐥 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬: 𝐭𝐡𝐞 𝐜𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐨𝐧 𝐚𝐥𝐦𝐨𝐬𝐭 𝐧𝐨𝐛𝐨𝐝𝐲 𝐦𝐚𝐤𝐞𝐬
This was the most counterintuitive finding in the backtest.

When crude is expensive, the government's push for ethanol blending shifts from "nice to have" to "national priority." India's oil import bill balloons. Ethanol reduces that bill. Policy urgency goes up. Capex approvals get faster. Pricing support stays firm.

India has now mandated 20% ethanol blended petrol (E20) nationally from April 2026. At $60 oil, this mandate moves slowly. At $110+ oil, it becomes existential.

Balrampur Chini expanded distillery capacity from 320 KLPD to 1,050 KLPD. That's not a side project. That's a full business pivot with government soft loans and assured OMC buyers.

Triveni Engineering, Dalmia Bharat Sugar, Godavari Biorefineries... these are not "sugar stocks" anymore. They sit between agribusiness and clean energy. And every $10 rise in crude makes their ethanol economics more profitable and more policy relevant.

𝟒. 𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐞𝐧𝐞𝐫𝐠𝐲: 𝐭𝐡𝐞 𝐜𝐚𝐩𝐞𝐱 𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐧𝐨𝐛𝐨𝐝𝐲 𝐩𝐫𝐢𝐜𝐞𝐬 𝐢𝐧 𝐞𝐚𝐫𝐥𝐲 𝐞𝐧𝐨𝐮𝐠𝐡

High oil does two things for solar and wind. Makes them more cost competitive against thermal. And creates political urgency for energy independence.

After every single oil shock in India, renewable capex budgets get revised upward. Post 2008, post 2014, post 2022. It's a pattern.
The solar value chain is already compounding before the current oil shock even fully plays out.

Sustained $100+ crude will only accelerate government procurement and private sector capex into renewables. The stocks won't wait for the policy announcement. They'll move on the expectation.

𝐒𝐨 𝐰𝐡𝐚𝐭'𝐬 𝐭𝐡𝐞 𝐟𝐫𝐚𝐦𝐞𝐰𝐨𝐫𝐤?

High oil creates 5 non obvious profit pools in India:

→ Fuel switching: coal gets cheaper relative to gas and oil
→ Clean upstream without subsidy drag: Oil India > ONGC
→ Policy acceleration: ethanol, EVs, renewables get urgent funding
→ Transmission infrastructure: pipelines and gas distribution
→ Import substitution: anything reducing India's energy import bill

The obvious play is almost always the wrong play. The real returns come from mapping the second and third order effects. The ones that take 2 to 3 quarters to show up in earnings but are already visible in order books, policy signals, and capacity expansion announcements.

Brent is at $109 today. Strait of Hormuz is disrupted. India's crude import dependency sits at 85 to 88%.

I don't know where oil goes from here. But I know which framework worked the last 3 times. And the setup is identical.

Save this one.

[Pankaj Jain SEBI RESEARCH ANALYST @EyeOn_Trade]

🍭 मान लो तुम टॉफी का बिज़नेस करते हो

तुमने 100 टॉफी खरीदी और बेचनी शुरू की।

1️⃣ Debtor Days (पैसा कब मिलेगा?)

तुमने दोस्त को टॉफी दे दी, लेकिन वो बोला:
👉 “मैं पैसे बाद में दूँगा”
पहले: 2 दिन में पैसे मिल जाते थे

अब: 10 दिन बाद मिल रहे हैं
👉 मतलब: तुम्हारा पैसा फँस गया

2️⃣ Inventory Days (स्टॉक पड़ा हुआ)

तुम्हारे पास टॉफी पड़ी है:

पहले: 5 दिन में बिक जाती थी
अब: 15 दिन तक पड़ी रहती है

👉 मतलब: माल बिक नहीं रहा / demand slow है

3️⃣ Cash Conversion Cycle (CCC)

अब सोचो पूरा cycle:

टॉफी खरीदी
बेची
पैसे वापस मिले

👉 पहले पूरा काम 5 दिन में हो जाता था
👉 अब वही काम 30 दिन ले रहा है

💣 अब समझो असली problem

अगर पैसा जल्दी नहीं आएगा तो:

तुम नई टॉफी कैसे खरीदोगे?
फिर तुम क्या करोगे?
👉 उधार लोगे (loan)

⚠️ यही कंपनी में हो रहा है
Debtor Days ↑ → पैसा अटका
Inventory Days ↑ → माल अटका
CCC ↑ → पूरा सिस्टम slow

👉 मतलब: Business cash खा रहा है, दे नहीं रहा

“Profit दिखाना आसान है…
Cash बनाना असली खेल है”
अगर कंपनी बोल रही है:
👉 “हम profit में हैं”

लेकिन:
👉 पैसा account में नहीं आ रहा
तो समझ जाओ ⚠️

“जिस बिज़नेस में पैसा घूमने में ज्यादा समय लगे, वो धीरे-धीरे कमजोर होता है”

[IT Unprofessional @it_unprofession]

I tried to turn on my heated car seats this morning.

A pop-up on the dashboard told me my free trial had expired.

I'm freezing in my own driveway because I forgot to renew my seat subscription.

When did this become normal?

I own the car.

The heating coils are physically inside the seat.

But a server in California decided my lower back doesn't deserve warmth today.

To fix it, I have to download an app, create an account, and pay eight dollars a month.

I refused on principle.

Instead, I drove to work shivering while sitting on a microwaved towel.

My coworker asked why I smelled like damp cotton.

I told him I was protesting the modern economy.

Tomorrow I'm supposed to buy a smart toaster.

I'm terrified it will hold my bagels hostage until I watch a thirty-second ad.

[Simons @Simon_Ingari]

Manager: We’re approving your request to work from home.

Employee: That’s great, thank you.

Manager: Just one thing—we’ve introduced a geo-fencing policy.

Employee: Geo-fencing?

Manager: Yes. You’ll need to stay within a 50 km radius of the office while working remotely.

Employee: So… I can work from home, but not from anywhere?

Manager: Exactly. It helps us ensure availability and accountability.

Employee: Interesting. Is this about productivity or location tracking?

Manager: It’s about maintaining control and ensuring employees remain accessible.

Employee: I’ll be online, attending meetings, and delivering work. What changes if I’m 60 km away instead of 40?

Manager: It’s company policy.

Employee: Right… so remote work, just within a leash.

Manager: I wouldn’t call it that.

Employee: Of course. It’s just “flexibility” with boundaries.

Manager: We still trust our employees.

Employee: Then why track where they are?

Manager: (Silence)

Employee: I’ll work from home. Don’t worry—I won’t wander too far.

[SANYA | Corporate Athlete Method @sanyayyyy]

Things that silently upgraded my life. None of them were expensive:

1. A 1-litre water bottle I carry everywhere. Stopped "forgetting" to drink water. Headaches disappeared in a week.
2. A food scale. ₹500. Realised I was eating double what I thought I was. That one purchase fixed months of confusion.
3. A pill organiser. ₹200. D3, B12, iron - all in one box. Stopped forgetting supplements.
4. A ₹300 desk water reminder bottle with time markings. Sounds stupid. But I went from 1 litre a day to 3.
4. Magnesium glycinate before bed. ₹350 for a month's supply. Sleep quality changed on night one. Not exaggerating.
5. A ₹150 resistance band. Always convenient to workout with on busy days.
6. An electric oil sprayer. ₹400. Replaced free-pouring oil while cooking. "One spoon" was actually three. That alone cut 300 invisible calories a day.
7. A 10-minute hourglass for the kitchen. Put it on after dinner. Walk until it runs out. No phone. Just walking. Changed my digestion and sleep.
8. A foam roller. ₹600. 5 minutes before bed. Back pain I'd had for a year disappeared in 3 weeks.
9. Putting my phone in another room before bed. ₹0. Fell asleep in 10 minutes instead of 45.
10. Getting my blood work done. ₹2,500. Once. Just once. Found out my D3 was in the gutter and my B12 was barely functional. That one report changed everything.

[तेजस 🛩️ @tejasjoshi007]

ऐसी वाहियात हिंदी कमेंट्री, ऊपर से video फुटेज भी कमेंटेटर को दे रहे है।
People really don't like this change.
@IPL

[तेजस 🛩️ @tejasjoshi007]

@alt_w_v_g Tried to create new microsoft account at work, it provided puzzles to solve. Apparently it was so hard and with low resolution images that I gave up. Instead opted for Zoho.

[Matthias Schmidt @eurofounder]

Things that require a government permit in Germany:

- Owning a dog
- Having more than one wife
- Homeschooling your children
- Installing a satellite dish
- Keeping bees
- Working on a Sunday
- Getting married to a foreigner

This is what peak civilization looks like. Take notes, USA

[Ethan Brooks @alt_w_v_g]

Bought a coffee this morning

Black, no milk, no syrup

Someone poured liquid into a cup

Took eleven seconds

Then she flipped the iPad around

30%

35%

40%

For a $6 coffee that took eleven seconds to make

The line behind me was six deep

All watching

30% is the new 0%

Everyone knows it

Nobody says it

I pressed custom

Typed $0

The barista looked at me

The guy behind me looked at me

My wife looked at the ceiling

We left

Went to lunch after

Waiter brought water and bread without being asked

Took our order

Checked on us twice

Refilled drinks

Cleared plates

I tipped 25%

My wife said "you just gave the waiter 25% and the barista nothing"

I said "correct"

She stared at me

I said "one of them did a job. The other one turned an iPad around."

She took the check out of my hands

After lunch we stopped for frozen yogurt

The kids served themselves

Picked their own toppings

Weighed their own cups

I paid by the ounce

Then the screen flipped around

35%

40%

45%

I looked at my seven-year-old who had just done the entire job

I pressed no tip

The teenager behind the counter didn't blink

She already knew

My wife grabbed my arm and walked me out

In the car she was quiet

Then she said "I can never take you anywhere"

I said "just not the places with iPads"

She didn't laugh

But she didn't disagree

Tipping used to mean something

Now it's just a screen that guilt-trips you in front of strangers

I don't negotiate against myself

Not at work

Not at a frozen yogurt shop

Plz fix. Thx.

Sent from my iPhone

[तेजस 🛩️ @tejasjoshi007]

@siddtalks @kathiyawadiii શું આપ Homestay ની કોન્ટેક details share કરી શકો છો?

[Shanaka Anslem Perera ⚡ @shanaka86]

Dubai intercepted an Iranian drone near the Burj Khalifa.

Read that sentence again and understand what almost happened.

The Burj Khalifa is 828 meters tall. It is the tallest structure ever built by human civilization. It contains 900 residences, a hotel, corporate offices, observation decks, and on any given day thousands of people from dozens of countries inside its walls. It is the architectural thesis statement of the entire Gulf development model: that human ambition can overcome geography, gravity, and the geopolitics of the neighborhood. Iran sent a drone toward it.

The UAE intercepted it. No injuries. No damage. No impact. The system worked. But the Burj Khalifa was evacuated. Thousands of residents and guests walked down emergency stairwells from the tallest building on earth because an Iranian suicide drone was flying toward their tower and nobody could guarantee the interception would succeed until it did.

One failure. One drone getting through. One Shahed-136 carrying a 40-kilogram warhead striking the glass facade of the tallest building on earth. The footage alone would have been the most consequential thirty seconds of video since September 11, 2001. Every government on earth knows this. Iran knows this. And Iran launched the drone anyway.

The interception succeeded by whatever margin interceptions succeed by. Meters. Seconds. The distance between the drone’s trajectory and the point where the defensive missile reached it. That margin is the distance between a contained geopolitical crisis and the single most devastating symbolic attack on civilian infrastructure since the Twin Towers fell. Iran gambled that margin against the most recognizable building on the planet.

It does not matter that the system worked. What matters is that it had to work. What matters is that 12,000 people who live and work inside that building now know that an Iranian drone was inbound toward their tower and their survival depended on a missile defense system performing flawlessly at the last possible second. That knowledge does not go away when the all-clear sounds. That knowledge follows them into every decision about whether to renew a lease, whether to keep an office, whether to raise children in a building that has now been a confirmed drone target.

The Burj Khalifa was built to be the tallest. Tonight it became the largest target. The tallest structure on earth is also the most visible object on radar for a thousand kilometers in every direction. It cannot hide. It cannot move. It cannot be hardened. It can only be defended. And tonight defense meant intercepting a 50,000 dollar drone seconds before it reached a building worth 1.5 billion dollars containing thousands of human lives.

Iran did not hit the Burj Khalifa. Iran did something that no amount of successful interceptions can undo.

Iran made the world picture it.

https://t.co/BrzGRrU3VW