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I will again be writing about Indian Listed Companies. Some things good, some things bad about them.
Jahan ownership hogi bata dunga pehle se.
Mujhe nuksaan hoga mein nuksaan jhel sakta hun. Shayad Aap Na Jhel Paayenge Aur baukhla Jayen...
Isliye Mujh Jaise Retail Investor Ki Baat Na Sune Aur SEBI Registered Logon Ke Paas Jayen.
Atleast Wahan Nuksaan Hoga Aap Unki Complain SEBI Se Kar Sakte Hain.
Let's wear a seatbelt.
BREAKING: A mystery seller is trying to dump about $500 million in data center loans all at once, per Bloomberg, days after the midterms raised doubts about many projects.
The anonymous seller is auctioning a dozen loans, including a $25 million piece of financing for a huge Stargate site in New Mexico, the joint project of OpenAI, SoftBank and Oracle.
Oracle has already sent that site’s developer a force majeure notice, a legal claim that events beyond its control may excuse it from its obligations.
Ayush Agrawal retweeted
AI cumulative debt n off balance sheet commitments is around 4 trillion usd. So just interest per year is 400 billion usd. Capex will soar even more in next 3 years. Ai also have to pay for power, salaries. Rent etc. They will not be cash flow positive for years. Just fyi.
I officially congratulate Iran on Regime Change in US and Israel and China on Winning the AI race.
If DeepCent/Deepseek scales full-speed while US models freeze advanced runs:
China overtakes frontier by mid-late 2027, hitting superhuman researcher first.
US progress stalls; Chinese systems accelerate R&D, manufacturing and cyber.
Economic and military edge shifts to Beijing. US faces lagged growth and security pressure.
Possible paths: China-led ASI dominance, forced restart under disadvantage, or asymmetric deal with China holding the lead. Race ending fails; power rebalances east.
Democrats are now calling for ban on artificial superintelligence. If this happens, Data centres in Texas go down, Chips are no longer needed that much, who officially wins AI war @grok
I have been hearing the story of Ramayana since I was 10 years old.
I always related to Lord Hanuman a lot since I was a child. He is the epitome of strength and the unyielding will to do anything, yet he has been known for his humility and devotion to Lord Rama. It always puzzled me when I was a kid.
But as I grew up, I realised why this was.
An honest question I ask myself as I sleep.
What if Gift Nifty Dhoka Hai and Nifty Falls significantly kater today?
Where do all theories to Nasdaq Up Nifty Down as vice versa go?
Good Night.
I will take a screenshot of this tweet and keep just in case the gentleman deletes it later because mere jaisa analyst na koi tha, hai , na hoga
This tweet will only make sense to you if you have a prediction team at your firm. IF you do not have a social sentiment analysis and prediction team then it may not make sense to you.
To the Best Family Offices, AIFs, PMSs and Mutual Funds. It was my life's purpose to become a research analyst. I liked this space so much I even did a super specialisation in it from NISM. But I saw all this coming from Miles away. So I started to surrender up my Lisence ~1.5 years ago. If ever you are to hire me in your team, my only edge is I can see a storm coming miles away and I do not need to be in WhatsApp groups or kiss upto 💋💏😗😘 people to know this
THE NASDAQ IS NOW DOWN 6%
God please Roll this over on Nifty. I will goto Mandir and do Pooja tomorrow. 🙏🙏🙏🙏🙏🙏🙏🙏🙏
For my intellectual friends, this is the actual reason things are going to shit. We lost Texas and Qualcomm
teapawt.net/iMicrocap/status/21184…
Many blame Rep. Yassamin Ansari for tonight's US tech selloff. I blame @G3ni3sWish
The timing though says otherwise. Yesterday, during market hours, she posted that Democrats should pause advanced AI. The Dow still closed about 1,500 points up. Had it scared investors, they'd have sold then.
The selling began after Qualcomm's weak outlook last night. Chip stocks were priced for perfection, so one warning made investors doubt the whole sector, this is how weak their confidence was.
Sone pe Suhaga is Texas. Governor-elect Gina Hinojosa wants to pause new data-centre approvals. Texas has over a quarter of planned US capacity, and data centres are what AI chips are bought for. With fewer approvals you can guess what happens.
As of now, the ban sits in the committee and needs Trump's signature.
Btw, Nasdaq's top holdings are these chip sellers and buyers and Anthropic is coming up with an IPO.
Kyun Seth ji, Kaisi Rahi...
@aravind
"Vivek shouldn't have lost Texas. That is where the end of all things began" - Someone smart inside the White House, probably @elonmusk
Many blame Rep. Yassamin Ansari for tonight's US tech selloff. I blame @G3ni3sWish
The timing though says otherwise. Yesterday, during market hours, she posted that Democrats should pause advanced AI. The Dow still closed about 1,500 points up. Had it scared investors, they'd have sold then.
The selling began after Qualcomm's weak outlook last night. Chip stocks were priced for perfection, so one warning made investors doubt the whole sector, this is how weak their confidence was.
Sone pe Suhaga is Texas. Governor-elect Gina Hinojosa wants to pause new data-centre approvals. Texas has over a quarter of planned US capacity, and data centres are what AI chips are bought for. With fewer approvals you can guess what happens.
As of now, the ban sits in the committee and needs Trump's signature.
Btw, Nasdaq's top holdings are these chip sellers and buyers and Anthropic is coming up with an IPO.
Kyun Seth ji, Kaisi Rahi...
@aravind
Seeing India as an AI Hedge FPI funds will flow into buying shares of HDFC Bank, and seeing the service there, FPI will open FCNR with SBI instead.
Jindigiiii Bewafaa
Hai Ye Maana Magar
Chodh Ke Raahon Mein
Jaogeee Tum Agar
XUD GAYE Guru Ho Jayega....
🤣🤣🤣🤣🤣
