Vijay Decodes

Decoding AI, Tech & Indian Finance | Threads that make you think | I simplify complex Tech, AI, and Finance. Stay 1% smarter every day. 🚀 | @VijayDecodes

[Vijay Decodes @vijaydecodes]

https://t.co/9Qxb5RNViu

[Vijay Decodes @vijaydecodes]

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[Vijay Decodes @vijaydecodes]

@REDBOXINDIA Funny how it works —

Sanction Russia. But also… here’s a waiver.

And another waiver.

And one more.

Because turns out, principles are expensive when oil prices spike.

[Vijay Decodes @vijaydecodes]

Let me decode this for you.

Gautam Adani — one of Asia’s richest men — just had all US criminal charges dropped.

Here’s the timeline:

Nov 2024 — DOJ indicts Adani for allegedly paying $250M+ in bribes to win Indian solar contracts, while lying to US investors

His defense — It all happened in India. US has no jurisdiction

Apr 2026 — His lawyers meet DOJ in Washington. Present jurisdictional and evidence gaps

May 2026 — SEC settles for $18M. All criminal charges dropped permanently

Three reasons the case collapsed:
• Shaky US jurisdiction from day one
• Trump paused parts of overseas bribery enforcement this year
• No defendant ever set foot in a US court

One notable detail — his team indicated willingness to invest $10B in the US and create 15,000 jobs if the matter was resolved. The DOJ has not officially linked this to the dismissal.

Draw your own conclusions on that one.

What’s your take — weak case or something else?

[NDTV @ndtv]

#GautamAdani

[Vijay Decodes @vijaydecodes]

Let me decode this whole saga for you:-

Elon Musk sued OpenAI for “stealing a charity.”

The jury deliberated for less than 2 hours.

Here’s what actually happened:

• 2015 — Musk co-founds OpenAI as a nonprofit
• 2017 — Everyone agrees it needs to go for-profit
• 2019 — For-profit arm created
• 2018 — Musk leaves the board
• 2024 — Musk sues

The jury’s answer: you had years to sue. You waited. Case closed.

He had a front-row seat to everything he complained about — and said nothing until a competitor became a threat.

Who do you think was really in the wrong here?

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 OpenAI and CEO Sam Altman found not liable in Elon Musk lawsuit.

[Vijay Decodes @vijaydecodes]

Japan holds $1.24 TRILLION in U.S. Treasuries.

They’re “selling” $2.86 billion of it.

That’s 0.2% of their stack.

This is like saying you’re “liquidating your savings” after pulling $20 from the ATM.

The tweet got 158K views selling you a crisis that doesn’t exist. Don’t fall for it.

[philarekt @philarekt]

🚨 BREAKING

🇯🇵 THE BANK OF JAPAN IS ABOUT TO SELL $2.86 BILLION IN U.S. TREASURIES

THIS COULD BE THE LARGEST TREASURY LIQUIDATION BY JAPAN IN 30 YEARS

THE LAST TIME JAPAN DUMPED U.S. BONDS, THE STOCK MARKET CRASHED 15%

THIS IS NOT GOOD FOR THE MARKETS

[Vijay Decodes @vijaydecodes]

EVERYONE's saying Indian IT is dead. So why are earnings hitting all-time highs?

Three midcap stocks. Crashed 40-50% from peak. But earnings just went straight up.

1) MPHASIS ₹2,249

Peak: ₹3,078 (-27% YTD)
But EPS: ₹103 (up 15% YoY)
PE: 21.8x (LOWEST in 6 years)
Dividend: 2.8%

2)COFORGE ₹1,188

Peak: ₹1,800+ (-34% YTD)
But Sales growth: 23% YoY
EPS: ₹45.93 (ACCELERATING)
PE: 29.8x (just hit 5-yr low)

3) LTIMindtree ₹4,504

Peak: ₹6,500+ (-31% YTD)
But EPS: ₹168 (up 13%)
Large deals: $12B TCV in Q4
PE: 25.9x (near bottom)

The gap: Fear killed the price. But fundamentals didn't die.

Midcaps are LEANER. Zero legacy bloat. Faster deal cycles. AI transformation is THEIR arena.

When was the last time you bought stocks when earnings were strongest but price crashed hardest?

That's not a red flag. That's a setup.

History says: 50-80% upside in 18 months.

#NIFTYIT #COFORGE #LTI #MINDTREE #MPHASIS

[Vijay Decodes @vijaydecodes]

Indian IT just hit a 5-year valuation low.

Nifty IT crashed 33% from peak. PE at 21x — same as the COVID bottom.

But EPS is at an ALL-TIME HIGH. Still climbing.

Price and earnings always converge. Always.

Last time this gap existed → IT rallied 60% in 12 months.

Infosys just crossed $20B revenue. EPS up 11%. $14.9B in fresh deals.

The business is fine. The market is panicking.

If history rhymes → Nifty IT at 34,000–36,000 by July.

That's a 25–30% move from here.

The fear is real. The fundamentals aren't broken.

This isn't a cliff. It's a launchpad. 🚀

[Vijay Decodes @vijaydecodes]

Indian IT just hit a 5-year valuation low.

Nifty IT crashed 33% from peak. PE at 21x — same as the COVID bottom.

But EPS is at an ALL-TIME HIGH. Still climbing.

Price and earnings always converge. Always.

Last time this gap existed → IT rallied 60% in 12 months.

Infosys just crossed $20B revenue. EPS up 11%. $14.9B in fresh deals.

The business is fine. The market is panicking.

If history rhymes → Nifty IT at 34,000–36,000 by July.

That's a 25–30% move from here.

The fear is real. The fundamentals aren't broken.

This isn't a cliff. It's a launchpad. 🚀

[Vijay Decodes @vijaydecodes]

A founder lost a $140K/MRR SaaS overnight.

Google suspended his account. Stripe, Slack, Notion, Vercel — all SSO’d - sign in with Google. All dead.

3 years of client files. Gone.

Can’t refund customers. Can’t reach his cofounder.

Here’s how to never let this happen to you:

→ Never use personal Google for business-critical tools
→ Add a backup email/login to every tool you use
→ Use a custom domain email as your primary (not Gmail)
→ Store critical docs in 2 places minimum
→ Test “what if this account dies today?” once a quarter

SSO is a single point of failure dressed as a feature.

Convenience kills businesses. Redundancy saves them.

[Vijay Decodes @vijaydecodes]

🚨 ₹1 = $1 in 1947.

Today? $1 = ₹96.

The rupee just hit an all-time low. Here's what nobody is telling you:

→ Oil went from $60 → $120 in weeks (Middle East conflict)
→ Foreign investors pulled out ₹1.04 lakh crore in March alone
→ India imports 85% of its crude oil
→ Every $10 rise in oil widens our deficit by 0.5%
→ RBI forex reserves dropped from $728B → $698B defending the rupee

This isn't just a number on a screen.

Your petrol, groceries, phone, flight ticket — everything imported costs more now.

The rupee fell. Your bill didn't.

Do you actually feel this in your daily life?

[Vijay Decodes @vijaydecodes]

🚨 Maharashtra is banning Ola, Uber & Rapido bike taxis.

Before that happens — real numbers you should know:

→ 1M+ captains depend on this for income
→ 3.3M rides happen every single day
→ Captains earn ₹17K–29K/month — often their only source
→ No degree. No big loan. Just a bike they already own.

Who fills the gap when they're gone?

The commuter who can't afford an Uber.
The driver who has no backup plan.

Are we okay with this? what are your thoughts ?

[Vijay Decodes @vijaydecodes]

The study is real but the framing is misleading.

It was done on cancer cells in a petri dish — not in a human body. The lead researcher himself clarified: "lab" ≠ "cure."

No human clinical trial has proven this works inside an actual patient. Don't swap your chemo for garden weeds just yet 🌼

[Vijay Decodes @vijaydecodes]

Small correction bro — NASA isn't going there for gold.

The real goal is to study Psyche-16 because it's likely the exposed iron-nickel CORE of an ancient planet — a window into how Earth's own core formed, which we can never directly access.

Also that $700 quintillion valuation? The moment you'd actually mine it, metal prices would crash to zero. Supply & demand still exists in space.

[Vijay Decodes @vijaydecodes]

@GuruShareMarket Bro ignored Jio (488M users), ₹10 lakh crore AI infra, solar energy & Meta+Google partnerships...

and reduced Ambani to ice cream and cola 💀

This is why we can't have nice things.

[Vijay Decodes @vijaydecodes]

A physicist found heaven 439 quadrillion km away 🙏

Same energy as my great-great-grandfather who claimed he counted all the stars in the sky — exactly 4,782,119. When asked for proof, he said "go check yourself, I'll wait" 🌟

[tanık @tanik_tr]

Bir fizikçi, cennetin yerini bildiğini iddia etti ve bu yerin 439 katrilyon kilometre uzakta olduğunu belirtti.

[Vijay Decodes @vijaydecodes]

@Polymarket Bro has predicted “AI replaces white collar jobs in 18 months” every 18 months since 2019 💀

[Vijay Decodes @vijaydecodes]

@asmah2107 GitHub Copilot data shows curious engineers ship 55% faster with AI. Incurious ones were already irrelevant before AI. You just discovered gravity and called it a revolution.

[Vijay Decodes @vijaydecodes]

🔦 Scientists just stopped light inside a crystal for 60 seconds.

Previous record? Less than 10 microseconds. That’s a 6 billion× improvement.

They didn’t just stop it — they stored an actual image inside frozen light, then retrieved it perfectly.

Why it matters:
→ Silicon chips are hitting their limits
→ Light-based computers would make today’s tech look prehistoric
→ Next crystal could store light for an entire week

We’re not upgrading computers. We’re replacing the fundamental particle that runs them.

From electrons to photons. The switch just began. 🌐

[All day Astronomy @forallcurious]

🚨: Scientists have successfully stopped light for the first time and managed to store it safely

[Vijay Decodes @vijaydecodes]

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Got shoved ✅
Got pepper sprayed ✅
$3000 spent ✅

Swatch: it's not limited edition guys, it'll be everywhere 😭

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