Jayesh retweeted
#WATCH | Hooghly, West Bengal: Chakdah village under Ashtaradattapur Gram Panchayat in the Tarkeshwar Assembly constituency receives electricity for the first time since Independence. Around 400 Adivasi families are set to celebrate the Diwali festival with a new ray of hope as their village gets its first-ever electricity connection. (05.11)
Jayesh retweeted
Everyone from Obama to Trump is lesson for Modi
Everywhere Brazil to France to Serbia to Bangladesh is lesson for Modi
Meanwhile, they all came and went from power
Modi hasnt lost election in 26 years
Still Modi needs to learn
But their favorite loser dynast is a born leader
Jayesh retweeted
US midterms are also an example of what these Raita wingers in India need to understand.
If Modi adopts your style of politics and goes full desi version of MAGA, he will lose.
Don't teach Modi politics.
Jayesh retweeted
Modi has normalized winning so much that people take it for granted and keep asking "Modi ne kya kiya". Only his absence from politics will shed light to the humongous positive changes he brought to the nation.
Jayesh retweeted
300+ Indians have spent years of their lives building satellites and critical technology for this country. They deserve better than having their work and patriotism questioned by manufactured controversies.
I owe them a response. Here it is:
So your source is a media report, and your fact-check is asking Grok? 😂
That’s not research; that’s outsourcing your critical thinking to a chatbot and broadcasting the result to 72K people.
Next time, bring an RBI circular, not a rumour dressed up as breaking news.
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Jayesh retweeted
On behalf of all CAs of India, I apologise to the nation for this stupid tweet 🙏🏻🙏🏻
There is a concept of Marginal Tax relief which kicks in at 12.76 lakhs.
Your tax will be Rs 1040, not Rs 74,276.
Tax on 12 Lacs - ₹0
Tax on 12.76 Lacs - ₹74,276
Dear @narendramodi जो मिला वो हजम ऐसा नहीं चलता है
Jayesh retweeted
MARKET CRASH HO GAYA GOT REAL TODAY 🤐🤧
#StockMarket
Jayesh retweeted
Folks who are absolutely belittle the indian tech ecosystem because of this emudhra thing, needs to be reminded that -
1. In 2019, Facebook stored passwords for around 400 Million users in plaintext inside internal systems, found out after an attack.
2. In 2017, Equifax’s Argentina employee portal for handling credit disputes was protected by the username and password **“admin” / “admin”**.
3. In 2013, Adobe breach exposed data on 150M accounts, as the passwords weren't hashed.
4. Uber directly left AWS keys on github - TWICE. In 2014 and 2016, and data of 57M riders and drivers was leaked.
Gross incompetency from Indian certificate authority eMudhra.
You had one job: generate a 384 bit private keys and instead you used: 4, 56, 66, 115, 155, 156, 230, and 237.
This allows attackers to issue certificates for any websites.
Embarrassing that it’s a family business run by largely computer illiterate people. Only 1 of the 3 have a remotely computer-related background and even they never actually worked a technical job in their life. If you look at the LinkedIn, their tech team is young, from tier 3 education and paid sort of bottom barrel.
Imagine how many attacks you can design with AI given the existence of this genre of gross negligence.
Jayesh retweeted
Last year, when E2E Networks was loss-making and didn’t even have a meaningful PE multiple, hardly anyone seemed concerned about valuation.
Now, profitability is growing exponentially and the PE multiple is compressing, yet suddenly everyone is shouting, “Higher PE, Higher PE!”
The irony of the market is fascinating. People often ignore the business when it’s struggling and start questioning valuations just when the business begins to deliver!
Jayesh retweeted
BJP IT wing, you guys are absolutely terrible at promotion!
That man has achieved something Congress didnt in 68 years, and yet you guys haven’t even managed to make it a BIG deal? This deserves nationwide hype, massive publicity, and a full-blown campaign!
#ModiOnceMore
Jayesh retweeted
Soros bhi sochta hoga kin chumtiyo ko regime change ki responsibility dedi. Ek openly admit krta hai PC me, doosra 1 din protest krta hai to 5 din break lega. Legal head to mashallah, easily bail mil rahi ho usme bhi umar qaid karwa de.
Jayesh retweeted
September trade deficit falls from $14 billion to $13 billion YoY (goods and services, combined.) That is almost completely further plugged in by remittances. Indian trade account (including gold and remittances) remains almost perfectly in balance.
Now that the RBI has stabilised the rupee, which saw an individually-rational and collectively-speculative attack, net capital flows should also return especially as the AI trade deflates and Anthropic IPO brings a spotlight to frontier lab econ/TAM, as I have been saying. Gross FDI has anyway been hitting records for India.
Too early to declare victory as Trump and Iran may have one more go at each other after the US midterms and the market maybe pricing in some LTCG/STCG concessions at least for FIIs, but kudos to RBI, PM/FM/HM for continuing to navigate this during an especially turbulent time with the US in its G2 phase.