Tejasv Gupta

The Tech Guy
Fitness freak
Finance Enthusiast

[Tejasv Gupta @tejasvgupta1]

@elonmusk trying to print money after buying cursor and pushing grok4.6/7 instead of cheaper composer3
He is truly an industrialist!!
First did monetization with X now with @cursor_ai to maximize ROI, remarkable vision and execution!!

[Elon Musk @elonmusk]

@beffjezos Grok 4.7 is significantly better than 4.6 and should be ready in 3 to 4 weeks.

Initial training is complete and now we’re adding a massive amount of SpaceX company data in supplemental training. This will be something special.

[Motilal Oswal @MrMotilalOswal]

Weekend Reading #485

[Vinod Khosla @vkhosla]

Super excited to back this super star team on its quest for huge impact. Could be larger than the impact that @Google had when we backed them in 1998 at Kleiner

[Tejasv Gupta @tejasvgupta1]

@narendramodi It takes a lot of guts to counter it with positivity.
I am proud to say you’re my leader

[Tejasv Gupta @tejasvgupta1]

It takes a lot of guts to counter it with positivity.
I am proud to say you’re my leader

[Narendra Modi @narendramodi]

Abuses never solve anything.

Let’s guide the misguided.

Let’s work together.

Let’s work for Bharat.

[Tejasv Gupta @tejasvgupta1]

Our Honourable Prime Minister, Shri Narendra Modi ji, has been the best thing that has happened to our country in this century so far.
I just hope other leaders and ministers also learn from him.
We need reforms in the judiciary, and govt officers need to get rid of babu culture.

[Tejasv Gupta @tejasvgupta1]

@elonmusk welcome move, no doubt x is better than any other social media platform

[Tejasv Gupta @tejasvgupta1]

Exactly this is what the right action taken by Modiji

[Salman Khan @BeingSalmanKhan]

The students are at top priority, educationally n security-wise, so they need not worry and have their parents worried for them. The Honorable Prime Minister has tweeted, and I am sure that he will take strict action against all those people who are responsible for this leak. So students, plz go back to your parents n homes.

Sonam, it's done, bro. Don't extend this. Keep the spirit for another day if there be a need, which I doubt, n eat something. If u want, will send u food from home.

[Tejasv Gupta @tejasvgupta1]

India needs to solve this asap, youth getting radicalised will put our country decades back!! High time wisdom should prevail.

[Aravind @aravind]

This is absolutely insane and unacceptable. This is how much radicalized and brainwashed the youth of the country have become under the influence of SM.

Govt fixes this SM infowar or not, but it must definitely apply broken windows theory and take immediate action on these to ensure things don't escalate more.

There are so many such videos now surfacing. This psyops by the adversary is being orchestrated to turn the anger on Modi to such dangerous levels among many.

The communist method is to normalize such thinking, speech, then encourage such action. Govt must take strict action immediately on at least a few of these radicals. Publicize it widely to deter others.

[Buitengebieden @buitengebieden]

The dog has his own motorcycle.. 😎

[Tejasv Gupta @tejasvgupta1]

Unpopular opinion:

AI won’t eliminate software engineering.

It will redistribute it.

Some software engineering roles will disappear.

Many new ones will be created.

Every company is becoming an AI company.

Someone still has to build, integrate, and scale those systems.

[Vijay Kedia @VijayKedia1]

Understanding Financial Asset Rotation (Part 1).

A Timeless Lesson for Every Investor.

Financial assets don't move in a straight line. They move in rotation.

Opportunity > Optimism > Narrative > Euphoria > Correction > New Opportunity .

The asset class changes.
The narrative changes.
The cycle changes.
But the pattern remains the same.

The post-COVID period (2020 - 2026) has perhaps been the clearest demonstration of this timeless pattern.

Like many global equity markets, the Indian equity market also recovered strongly after COVID. Between 2021 and September 2024, however, it emerged as one of the world's best-performing major markets, with countless stocks turning into multibaggers.

The narrative -India being the world's fastest-growing major economy -was true. But as valuations became richer, optimism gradually turned into euphoria, and investors needed to moderate their return expectations.

Market leadership then began to rotate.

Real estate gathered momentum.

Crypto became the next market darling. Narratives such as digital gold, institutional adoption and a new financial system dominated conversations. Retail participation surged. Optimism turned into euphoria before volatility reminded everyone that no trend lasts forever.

Gold then rallied , reinforcing its status as the preferred safe haven asset. Silver followed with even greater intensity. Narratives around AI, solar energy and electrification became increasingly popular. The themes were genuine, but eventually the narrative became larger than the valuation. Euphoria was followed by a sharp correction.

Industrial metals such as copper, aluminium and zinc became the next favourites. Electrification, infrastructure, energy transition and AI-driven demand became the dominant themes. Once again, optimism grew, valuations expanded, and these markets have now started softening.

The AI revolution then created another powerful wave. Technology leaders, semiconductor companies and markets closely linked to that ecosystem -particularly the US, Taiwan and Korea - became the new favourites.
This leadership too will eventually rotate .

Different asset classes. Different narratives. Different cycles. Same pattern. Different outcome for investors.

A good opportunity creates optimism. Optimism creates a narrative.
The narrative attracts more participants. Participation fuels euphoria.
Euphoria is followed by correction. And every correction quietly creates a new opportunity.

[Tejasv Gupta @tejasvgupta1]

One cannot simply stop the time in India, unless he is the great legendary Sachin Tendulkar or the prodigy Vaibhav Sooryavanshi!
Doing it at age of 15, creating the new records under his name like writing a new preamble for cricket
What a time to live in and witness the genius!

[Tejasv Gupta @tejasvgupta1]

@dharmesh Good to see atleast some skin in the game

[Vijay Kedia @VijayKedia1]

"Your Demat statement belongs to the market.
Your bank statement belongs to you."

The rise you saw was a paper profit.
The fall you see today is a paper loss.

Nothing is real… until you sell.

Yes, my portfolio is down too. And worrying won’t raise prices. It will only disturb your peace, your mood, and even your family life.

Yes, this is a crisis. But it is also training.
Markets don’t build wealth without first building your temperament.

In my investing journey, I have seen many such phases. I was worried then too...I am human. But I learned to live with these moments instead of reacting to them.

And every time the cycle turned, every new bull phase took my portfolio to new highs.

These situations are not here to break you… they are here to build you.
They are what make you a seasoned long-term investor forever.

You have to win over your mind.
Events create uncertainty… but fear is shaped within.
Learn to observe it, understand it, and guide it, because you are not your mind.

Stay patient. Stay aware. Stay grounded.
Because in the end, it’s not the market… it’s your temperament that creates wealth. ✌️
#ThisTooShallPass #RaatKeBaadPrabhatHai

[Tejasv Gupta @tejasvgupta1]

“Kudos @svembu on Arattai’s phenomenal rise 🚀
With ~9 yrs of experience building large-scale systems (currently VP Engg at Sprinklr), I’d be happy to support in my personal capacity if useful for any tech related thing. Inspired by your India-first vision 🙏🇮🇳”

[Sridhar Vembu @svembu]

We have done some speed improvements to the Arattai app, please update from Play Store.

We are also scaling the infrastructure rapidly and yesterday added over 2 million new users.

Thank you all for the outpouring of love 🙏

[Motilal Oswal @MrMotilalOswal]

Weekend Reading #429

[Tejasv Gupta @tejasvgupta1]

They are real-life heroes! #Salute

[Wokeflix @wokeflix]

This is so brave. SO BRAVE. Wow 👏🏻

[TheLiverDoc™ @theliverdoc]

Yesterday, I had a visit from a young man who follows me on social media.

He travelled a long way to meet me.

He identified himself with alcohol use disorder.

He lost his job recently because his working skills and travel to the office was severely hampered.

He took on some work from home on freelance projects but could not deliver on time because he was mostly drunk or sleeping or going out to get more alcohol.

Initially he drank with friends, but they stopped coming because he used to get aggressive and violent when alcohol serves were limited. He did not need them anymore and started drinking alone, even right after getting up from bed.

He has a wife and a young daughter who stayed separately with his sister-in-law since past few months because his aggression turned towards the little girl.

He told me he could not remember a lot of things. Sometimes he forgets to take a bath and when people around him tells him he stank, he would remember.

He stopped going outside and meeting people. He started developing suicidal thoughts and attempted once.

He lost his self when his daughter called him on the phone last week, to wish him on his birthday. He took the train to meet me.

I have enrolled him in our de-addiction program and the specialists will strive hard to ensure that this young family will get back together. He has no cirrhosis, so he does not require follow up or treatment from my side.

But on this occasion, I would like to summarize some points on what alcohol does to your brains. Please read and share widely.

[Dr Sudhir Kumar MD DM @hyderabaddoctor]

🔴If you sit for more than 8 hours daily and don't do any physical activity, your risk of dying is similar to that posed by smoking and obesity.

🟢60-75 minutes of moderately intense physical activity daily (such as brisk walking, running or cycling) can counter the ill-effects of prolonged sitting.

🔴If you sit for more than 13 hours daily, doing exercise also can not counter the ill-effects posed by prolonged sitting.

🔴Health hazards associated with prolonged sitting are: Increased risk of diabetes, hypertension, abdominal adiposity (obesity), elevated LDL cholesterol & triglycerides, heart attack, stroke, cancer and premature death.

🟢Strategies to minimize sitting duration:
➡️Take 5-minute standing or walking breaks after every 30-45 minutes of sitting,
➡️Prefer standing work desks,
➡️Have meetings & coffee breaks in standing position,
➡️Reduce leisure-time sitting (such as while watching TV, mobile phones, other electronic gadgets),
➡️Schedule 45-60 minutes walk daily.

#healthylife