Vijay Anand

[Skyroot Aerospace @SkyrootA]

@madhavchanchani Interestingly the average employee age in Team Skyroot is 28! 🙂

[Vijay Anand @vijayanand_off]

A 50Cr Mcap company has got approval to establish OSAT facility in Odisha with capex of 1650Cr.

But hardly any Semicon veterans are onboarded.
#Sancode

[Dot Com @dotcom_1106]

▶️Tech Denied, no problem.
▶️We will develop it inhouse. We are DRDO☠️

[r_isro @r_isro]

None of Indian private space firms insured satellites on PSLV-C62.
https://t.co/CbqS2PAktR

[Vijay Anand @vijayanand_off]

Funny how the same company can build drones and also anti-drone systems. One team designs the attack, another designs how to defend against itself.

Peak capitalism

[T3 Defense Inc @T3_Defense_Inc]

Exclusive: Nukkleus CEO Reveals 'Drone And Anti-Drone' M&A Focus Following Israeli Defense Tech Acquisition $NUKK https://t.co/GOJC71WW6J

[Vijay Anand @vijayanand_off]

Not in this timeline though

[Elon Musk @elonmusk]

@pmarca Double-digit growth is coming within 12 to 18 months.

If applied intelligence is proxy for economic growth, which it should be, triple-digit is possible in ~5 years.

[Ekansh Mittal @EkanshMittal_KW]

This Google trends chart has been very effective in picking market tops and bottoms as it indicates retail investors' sentiment

In general, 65 or above has been indicative of frothy market, and

25 or below has been indicative of value emerging

Mostly, investors have done well over the next 3-4 years by investing when number is below 25

The idea is to get a sense of basic investor sentiment and take an effective contrarian call.

The value for Dec'25 is 23 and goes to show how the correction in broader market over the last 12-15 months has dampened investor sentiments.

Note: No indicator is pefect and the value could remain below 25 for an extended period of 12-18 months before market starts moving upwards

[Vijay Anand @vijayanand_off]

SME Index PE is only 10 now??

It touched 70 during Bullmarket.

[Vijay Anand @vijayanand_off]

- Its subsidary Epic EV chargers did a JV with Fenfeo to setup manf facility and production started in Feb 2025.
- Another subsidary Sun LLP has signed a Technology Transfer Agreement with the Centre for Materials for Electronics Technology (CMET) for Li ion Battery and Solar panel recycling. Operations by Q3 of FY26 with a one-tonne-per-day processing facility. Mgmt ~ "The capital investment for the 1ton/day facility is estimated to be under 8.5Cr, and we
expect the project to reach break-even by FY27."

[Vijay Anand @vijayanand_off]

Epic Energy | Mcap 33Cr

- Soleos energy(private co) acquiring 18.6% in Pref when existing promoters will be having 26%.
- Soleos does Solar EPC & manufactures solar modules, Invertors and currently entering BESS.
- Possible reverse merger play
- Soleos had recently raised 20Cr recently to fund their 1GW BESS expansion plans. Their orderbook is 450Cr+. FY24 sales was 100Cr
https://t.co/dmvZy1vnrT

[Deepinder Goyal @deepigoyal]

So many people keep asking me about Continue. What is it? What are you up to? Here you go...

Continue started as a research effort two years ago, with the belief that if the human body is a system, it should also have its leverage points. The simple levers that, when adjusted, could fundamentally alter how we age and live.

Along with a team of initially skeptical researchers, we've been investigating a penny-drop insight about human aging. Something that's been hiding in plain sight for eternity. But more on that in a few weeks. We are at the tail-end of the research on this hypothesis, which if true, could fundamentally change our understanding of biology and aging.

But today isn't about that. It's bigger than that.

Today, we are expanding Continue Research to include a $25 million fund (entirely personally backed) to support researchers across the world who dare to ask simpler questions than anyone else. Who believe biology might be far simpler than we've made it.

For over a decade, I have believed that most of the world’s problems stem from our short human lifespans. Continue Research’s goal is to extend healthy human function long enough that humans stop making short-term decisions.

Read more about Continue’s purpose at – https://t.co/2jbRl1CHvq

This will be a multi-decadal journey. Our goal here is to become a small catalyst in humanity's journey of conscious evolution. To lead us into the Post-Darwin era.

Researchers, please look us up and apply for funding/grants at – https://t.co/3bbtOyXEPf
———
PS: Continue is not a part of Eternal

[Prasanna Viswanathan @prasannavishy]

India throws open its PM GatiShakti portal to the public. Researchers, consultants & infra-enthusiasts can now access rich geospatial data to plan, track & hopefully demand accountability. As India undertakes a once-in-a-generation infrastructure transformation, public scrutiny will serve in good stead @bsindia

[Ashwini Vaishnaw @AshwiniVaishnaw]

Swadeshi ‘Mappls’ by MapmyIndia 🇮🇳

Good features…must try!

[RajStockWatch @RajStockWatch]

An update: PARAS DEFENCE & JYOTI TECHNO PLAST. The claims posted in comments by readers on the 7th Oct post on Jyoti, are correct. As per NSE Bulk Deal Data, on 11 Aug, Munjal Shard Shah promoter of Paras Defence, bought 1.6L shares of Jyoti Techno Plast.

This is confirmed in Trendlyne where buyer name is hyperlinked under public holdings tab, to Paras Defence.

What could be happening? As per RHP, company had claimed Rs.21.5Cr pending orders for defence and drone items. PARAS does not make drones by themselves (Refer product list at Paras Website). Hence Jyoti could be a manufacturing partner. Plus Paras needs many small components for its defence products which Jyoti would have been supplying, under the pending orders.
Better clarity will come IF COMPANY publishes Segment wise revenue with H1 result.

[Keir Starmer @Keir_Starmer]

Our deal with India means:

More investment in the UK.
Thousands of new jobs across the country.
More money for you and your family.