John Titeesh Jhayahuxer

Capital Markets Trader / Realtor - Curious about AI, Macroeconomics, Geo Politics, Policy Making.

[John Titeesh Jhayahuxer @Titeesh]

Tamil Nadu Elections 2026 is being read wrong.

Most previews showcase:

DMK wins comfortably.
Anti-incumbency is fragmented.
TVK splits the opposition vote.
The surveys have called it.
The pundits have called it.

That narrative may be the most dominant.

But it is not the only structurally coherent story the data supports.

There is a second story, built from game theory rather than poll aggregation.

And it points in a different direction:

A TVK breakthrough.

Full Thesis - https://t.co/lkWpoe1voK

#TamilNaduElections2026 #TamilNaduPolitics #Gametheory #TVK #Vijay

(1/12)

[John Titeesh Jhayahuxer @Titeesh]

People who are still able to exercise control over idle time without getting distracted will be a rare commodity and shall be the most sought after in a couple of years.

[Prompter @PromptLLM]

Crazy take from Claude

[John Titeesh Jhayahuxer @Titeesh]

Midjourney turns Medjourney for Real. Great times to be in and see these kind of innovations come up.
Data moat is the premium here!

#Aiforhealthcare
#Tnhealth
#Midjourney
#Medjourney

[Midjourney @midjourney]

Announcing a new division of Midjourney called "Midjourney Medical"

[IIT Bombay @iitbombay]

AI that thinks in India's own languages.

IIT Bombay is proud to present BharatGen to the world: Open, multilingual AI for India's languages and people, at Bharat Innovates 2026 in Nice, France (14–16 June).

BharatGen is built at IIT Bombay's Department of Computer Science and Engineering, led by Prof. Ganesh Ramakrishnan, with Rishi Bal (CEO) and Dr. Maneesh Singh (VP, ML) with a consortium of 9 premier academic institutions. A team of 60+ researchers, engineers and linguists are building AI that includes all scheduled Indian languages, across text, speech and documents.

-> Param2, its foundational text model with reasoning, coding, and tool calling capabilities works across all 22 scheduled Indian languages

-> Shrutam2, for automatic multilingual speech recognition/ STT across Indian languages

-> Sooktam2, a text-to-speech models with zero-shot voice cloning across Indian languages

-> Patram, a document vision model built for understanding Indian-specific documentation

BharatGen powers services in governance, healthcare, education, insurance, finance, and cultural preservation.

A national effort backed by DST and the IndiaAI Mission, BharatGen is India's push for open, homegrown AI, built for 1.4 billion people.

For more information, visit https://t.co/bZul5Lr3yC

Bharat Innovates 2026 · 14 - 16 June · Nice, France

@BharatInnov2026 @EduMinOfIndia

#BharatInnovates2026 #IITBombay #BharatGen #DeepTech

[John Titeesh Jhayahuxer @Titeesh]

Take note!

#TamilnaduAi
#ChennAi
#MadurAi

[StartupTN @TheStartupTN]

Calling All AI Startups!

Register Here: https://t.co/1swHyNAnL4
Date, Time and Venue details will be shared with shortlisted participants.

#StartupTN #AIStartups #ArtificialIntelligence #AIEcosystem #DeepTech #Innovation #GovTech

@TNDIPRNEWS @aprsiva

[Financial Times @FT]

Gold replaces US Treasuries as world’s top reserve asset, ECB says https://t.co/8l9PIEvZHD

[Noctara @rumilyrics]

If you are an ocean, stay an ocean. Do not become a lake just because some people cannot swim in your depths.

[Balaji @balajis]

The digital divide has reversed.
Digital is cheap, ubiquitous, often fake.
Physical is the premium product now.

[John Titeesh Jhayahuxer @Titeesh]

@R_Kumar_TVK Marking this here again for your kind reference.

https://t.co/hfGiSO5cZX

[John Titeesh Jhayahuxer @Titeesh]

Every day, X and Reddit produces brilliant policy thinking and governance ideas that are sharp, grounded & actionable. But eventually it goes nowhere without being heard by the proper stake holders.

Tamil Nadu does not lack thinkers. It lacks a system that takes them seriously. The smartest and out of the box governance ideas need the pathway to reach the right people.

Not a helpline. Not a suggestion box. A real pipeline – a Chief Minister’s Policy Intake and Ideation Desk where thousands of public submissions are automatically triaged with the help of artificial intelligence (AI) under a theme, relevance & feasibility, filtered and delivered clean to the relevant ministry, right decision-maker/minister.

The crowd that voted for the change is willing to go one step up to think and contribute actionable ideas. The technology to make good of them already exists. They just need an accessible doorway to knock on and be heard.

Every day without this mechanism is a day of wasted public intelligence. No Indian state government has built this yet. Tamil Nadu can be the first and set the tone.

@TVKVijay @CMOTamilNadu – Requesting you to enable this funnel and watch how collectively the people are willing to contribute for an efficient governance under your proactive leadership.

@TVKPartyHQ @R_Kumar_TVK

#TVK #TVKAiMinistry
#TamilnaduAi
#TNCMPolicyandIdeationDesk
#TNIdeas #TnGovernance #GaaS

[John Titeesh Jhayahuxer @Titeesh]

@vijayshankar260 @BCCI @BCCIdomestic @gujarat_titans @ChennaiIPL @DelhiCapitals @SunRisers @TNCACricket @supergillies @TeamTiruppur @SpartansSalem Wishing you well on the journey ahead Vijay. Good luck!

[John Titeesh Jhayahuxer @Titeesh]

Says who? Don Bradman you?
He has represented teams at the highest level. Had been a prolific run scorer at the domestic circuit and the selectors took a bet on him for that reason. General public gave him a lot of hate back then but at least give him a peaceful farewell now that he has announced his retirement. Little bit of empathy would serve us all well brother.

[John Titeesh Jhayahuxer @Titeesh]

Every day, X and Reddit produces brilliant policy thinking and governance ideas that are sharp, grounded & actionable. But eventually it goes nowhere without being heard by the proper stake holders.

Tamil Nadu does not lack thinkers. It lacks a system that takes them seriously. The smartest and out of the box governance ideas need the pathway to reach the right people.

Not a helpline. Not a suggestion box. A real pipeline – a Chief Minister’s Policy Intake and Ideation Desk where thousands of public submissions are automatically triaged with the help of artificial intelligence (AI) under a theme, relevance & feasibility, filtered and delivered clean to the relevant ministry, right decision-maker/minister.

The crowd that voted for the change is willing to go one step up to think and contribute actionable ideas. The technology to make good of them already exists. They just need an accessible doorway to knock on and be heard.

Every day without this mechanism is a day of wasted public intelligence. No Indian state government has built this yet. Tamil Nadu can be the first and set the tone.

@TVKVijay @CMOTamilNadu – Requesting you to enable this funnel and watch how collectively the people are willing to contribute for an efficient governance under your proactive leadership.

@TVKPartyHQ @R_Kumar_TVK

#TVK #TVKAiMinistry
#TamilnaduAi
#TNCMPolicyandIdeationDesk
#TNIdeas #TnGovernance #GaaS

[John Titeesh Jhayahuxer @Titeesh]

ASML’ s expertise here is a gold mine.
They make the only machines that are capable of stencilling transistors into chips with precision needed to fit billions into a 30 centimetre wafer.
Glad that TATA is collaborating with them. Augurs well for our semiconductor ecosystem.

https://t.co/wYl5TU5Rj4

[Sidhant Sibal @sidhant]

India's Tata Electronics partners with Dutch giant ASML to power India's first advanced semiconductor fab in Dholera, Gujarat.

[John Titeesh Jhayahuxer @Titeesh]

PM Modi's May 11 appeal to stop buying gold looked symbolic. But it wasn't if we look deep underneath. Within days, India raised import duties on precious metals and moved silver bars from Free to Restricted. DGFT Notification 7/2026-27. May 16. Immediate effect. This looks like a sequence of measures responding to the same FX stress, not a coincidence.

The backdrop explains why.

Gold imports hit $71.98 billion in 2025-26, up 58% in two years. Crude jumped from $69 to $109 a barrel since February. FIIs pulled $29 billion out of Indian equities. The rupee lost over 5% since late February. Every dollar spent on gold or silver is a dollar India cannot spend on oil. That is the constraint.

So the sequence:
May 11 - Modi appeals: stop buying gold, cut foreign travel, use public transport.
May 13 - Import duty on gold and silver hiked from 6% to 15%.
May 16 - Silver bars, 99.9%+ purity, HS codes 71069221 and 71069229, moved from Free to Restricted under Policy Condition No. 7 of Chapter 71.

Here is what that distinction actually means.

A duty hike makes silver costlier. A restriction makes silver permission based. These are different instruments used as means entirely. Under Restricted, imports require permission. The notification does not just raise the price of entry; it controls who can import.
The "monetary metal crisis" framing running on financial X is overstated. India's silver demand is largely industrial - solar, EVs, electronics. The more accurate read is that India is managing severe FX stress with the trade tools available to it. Rhetoric first, duty second, import gate third.

What to watch:
MCX-COMEX silver spread. Physical premiums will widen before the paper price moves.
Policy Condition No. 7 of Chapter 71. Any DGFT amendment there is your reversal signal.
The jewellery restriction had a March 2026 sunset date. It did not end but it was replaced by a wider one covering all gold, silver, and platinum jewellery. Watch whether the bar restriction follows the same pattern: a temporary gate that quietly becomes permanent.
The policy sequence is visible. The FX pressure is documented. Draw your own conclusions on coordination but do not ignore what's cooking.

#IndiaGold #IndiaSilver #Indaiforexreserve #Indiagovernance

[IANS @ians_india]

The Directorate General of Foreign Trade (DGFT) has reclassified certain silver bar imports from “free” to “restricted” under Notification No. 7/2026-27. Silver bars under ITC (HS) codes 71069221 and 71069229 will now face new import conditions. Previously allowed freely under RBI rules, they are now regulated.

[John Titeesh Jhayahuxer @Titeesh]

@Keerthana4VNR as Tamilnadu Industries Minister. Big responsibility to shoulder amidst the increasing inter state competition and the rising global economic uncertainties. Would augur well if you get an out of the box, street smart think tank that is going to work with you in this endeavour. Strategise and be the pro active go getter to bring the investments that our state rightfully deserves. Wishing you well on this journey. Limitless in pursuit 👍

@TVKVijayHQ @TVKPartyHQ

[John Titeesh Jhayahuxer @Titeesh]

Now that the mandate for TVK is here(assuming the shortfall is taken care already through strategic persuasions), it is time for @TVKVijayHQ to focus on setting up a good think tank for enabling an efficient long term governance. The existing bureaucratic system may resist and needs a shake up as well. It is going to be the most difficult phase to govern in tamilnadu history considering the implications of geo political issues and macro economic developments. Need the right kind of strategic sharp minds supporting him in navigating the budget shortfall, sky rocketing inflation fears, supply chain inefficiencies, posturing for favourable industry & global relations,streamlining & tweaking the manifesto promises, structurally layering the local body administration, creating new age pro people schemes for generating jobs, Cutting down on the fund leakages and infusing more revenue liquidity into the state economy, maintaining the right kind of balance between a growth economy and welfare state.

With great power vested in the hands, staying humble and responsible, taking adequate amount of all around feedback will augur well in this long journey of @TVKPartyHQ

It’s Time to Lead!

#TVK‌
#Thinktank
#GaaS
#Effcientgovernance

@arunraajkg @imrajmohan @Jagadishbliss @AadhavArjuna @CTR_Nirmalkumar

[John Titeesh Jhayahuxer @Titeesh]

One to watch out for the future!

[Sanjay Srivastava @Sanjay_Sriv]

Half a billion dollar valuation.✅️
CUDA-compatible. ✅️
Built in Bengaluru.✅️
India’s semiconductor ecosystem is accelerating.

Intel + AMD veterans just raised early funding and are now hunting ~$100M at ~$500M valuation for Agrani Labs.

Mission: Develop high-performance AI inference chips (and full-stack software) that are compatible with Nvidia’s CUDA ecosystem.

They’re competing with global players like Groq, SambaNova, and Cerebras in the exploding AI datacenter market.

Success here could accelerate India’s position in the global supply chain beyond assembly/testing toward high-value AI silicon design and IP.

@AgraniLabsInc @kpswathi_ET

#MadeInIndia

[John Titeesh Jhayahuxer @Titeesh]

@shankarprakasha Luxury at the behest of his own money, don’t see anything wrong in that. Your question stands only if he orders luxury cars for himself at the expense of the tax payer’s money. People demand honesty and transparency, not fake simplicity to set a false narrative.

[John Titeesh Jhayahuxer @Titeesh]

Probably for the first time in Tamil Nadu's recorded political history the Chief Minister, the Leader of the Opposition, and the Speaker of the Assembly are all alumni of the same institution.

That prestigious institution is @lcchennai Loyola College, Chennai.

Founded by the Jesuits in 1925. One campus. One century. Three constitutional offices being held simultaneously in 2026.

@TVKVijayHQ - Chief Minister of Tamil Nadu · TVK · 10 May 2026

@Udhaystalin - Leader of the Opposition · DMK · 11 May 2026

@JCDPrabhakar - Speaker of the Assembly · TVK · 12 May 2026

Three generations. Two parties. Opposite ends of the political spectrum. One campus in Nungambakkam.

Loyola did not just educate Tamil Nadu. In May 2026, it has given a government.

Immensely proud to witness and write about this being fellow loyalite myself.

Hoping this to be an era of efficient collective governance.

#LoyolaCollege #Loyolite #TamilNadu #TN17thAssembly #Vijay #Udhaystalin #TVK #DMK #HistoryMade #TamilNaduPolitics

@Loyolaalumnichn @Ahmedshabbir20 @Akshita_N @UpdatesChennai

[T N Raghu @tnrags]

The biggest takeaway from the 2026 Tamil Nadu assembly election results was the coming together of DMK, ADMK & BJP. @RahulGandhi foresaw it before anyone else. #TamilNadu

[John Titeesh Jhayahuxer @Titeesh]

White paper about the financial health of the state 👍
Right way to start!