Debo
15.3K posts

Debo
@DistriFin
An Autodidact. On Disk - Online - On Chain
Mumbai - Bangalore انضم Ağustos 2019
3.7K يتبع216 المتابعون
Debo أُعيد تغريده
Debo أُعيد تغريده

🚨 New Launch:
Since so many people asked for the prompts I use to create books...
I’m finally releasing the exact Claude prompts behind multiple 6-figure AI eBooks.
Inside:
• Find niches people already pay for
• Write full chapters in minutes
• AI cover prompts that get clicks
bonus resources to kickstart your first book.
Free (for now).
Like + Comment “Doc”
I’ll send it to you.
(Follow so I can DM)
⏳ Taking this down in 24 hours.

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Debo أُعيد تغريده

Introducing: PlayerZero
The world's first Engineering World Model that puts debugging, fixing, and testing your code on autopilot.
We've raised $20M from Foundation Capital, @matei_zaharia (Databricks), @pbailis (Workday), @rauchg (Vercel), @zoink (Figma), @drewhouston (Dropbox), and more
PlayerZero frees up 30% of your engineering bandwidth by:
1. Finding the root cause for bugs & incidents in minutes that engineering teams take days to identify.
2. Predicting in minutes, edge case issues that a 300-person QA team would take weeks to find.
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Here's why this matters:
No one in your org has a complete picture of how your production software actually behaves.
Support sees tickets. SRE sees infra. Dev sees code. Each team builds their own fragmented view - and none of these systems talk to each other. When something breaks, everyone scrambles to stitch the picture together by hand.
PlayerZero connects all of it into a single context graph -
→ The Slack thread where your lead said "we went with X because Y fell apart in prod last time"
→ The PR review where an engineer explained the tradeoff
→ The lifetime history of your CI/CD pipeline, observability stack, incidents, and support tickets
So you can trace any problem to its root cause across every silo.
And it compounds. Every incident diagnosed teaches the model something new. The longer it runs, the deeper it understands - which code paths are high-risk, which configurations are fragile, which changes tend to break which customer flows.
So when you sit down to debug a live issue, you have your entire org's collective reasoning and production memory behind you - instantly.
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Zuora, Georgia-Pacific, and Nylas have reduced resolution time by 90% and caught 95% of breaking changes and freeing an average of $30M in engineering bandwidth.
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Our guarantee:
If we can't increase your engineering bandwidth by at least 20% within one week, we'll donate $10,000 to an open-source project of your choice.
Book a demo - bit.ly/3NlLMeN
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Debo أُعيد تغريده
Debo أُعيد تغريده

This AI System Design guide teaches RAG better than most courses.
And I'm giving it away for free (Only for First 4500)
Inside:
• RAG fundamentals & chunking strategies
• Hybrid retrieval (BM25 + vector search)
• Production-level RAG architecture
• Evaluation & RAGAS metrics
• Hallucination reduction techniques
• End-to-end LLM system design
How to get it:
• Follow me (must so I can DM)
• RT + Like
• Comment "book"
I'll dm you

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Debo أُعيد تغريده

Yotta, the data center operator that runs India’s largest cluster of Nvidia AI processors, is seeking to raise fresh capital at a valuation of about $4 billion as it prepares to file its draft prospectus for an initial public offering bloomberg.com/news/articles/…
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Debo أُعيد تغريده

🚀 Just launched something BIG for every CA & Tax Professional!
CA Prompt Library — 500+ AI Prompts, built specifically for taxation work.
No more staring at a blank screen wondering how to prompt AI. Just search, copy & go. 🎯
✅ 500+ ready-to-use prompts
✅ 27 categories (ITR, GST, TDS, Audit & more)
✅ Search any prompt instantly
✅ Edit prompts to fit your exact need
✅ One-click Copy
✅ Share via WhatsApp / Twitter / LinkedIn / Email ✅ Export to Excel / Word / JSON / Plain Text
✅ Bookmark your favorites
This is the toolkit I wish I had when I started using AI in my practice. 💼
👉 Try it free: taxationupdates.com/CA-Prompt-Libr…
Built with ❤️ using @claudeai
Drop a 🔖 if you're bookmarking this.
Tag a CA friend who needs this RIGHT NOW. 👇
#TaxationUpdates #CharteredAccountant #AIforCA #TaxAI #PromptEngineering #GST #IncomeTax #AITools

English
Debo أُعيد تغريده

Foreign Capital May Not Return Soon: Protect Your Downside
1. 85% of India's capital outflows going to: Korea, Taiwan, China
2. Their 2026 Forward Earnings: 2X/3X of India
3. Their AI/Semicon Growth Supercycle vs. India’s IT Slump
4. Rupee fall erodes FII/FDI capital
DATA:
Where Is the Money Going?
a. Over ₹1 lakh crore FII capital exited India in 2026 (YTD).
b. 60% to Korea & Taiwan: AI/Semiconductor supply chain stocks
c. 25% to China: Bottom-fishing in undervalued tech stocks
d. 15% to “Safe Havens”: U.S. Treasuries and Gold
2025 Actual Earnings Growth
India (Nifty 50): 8.1%
Korea (Kospi): 76%
Taiwan (TWSE): 27%
China (CSI 300): 12%
2026 Earnings Growth (Est.)
India (Nifty 50): 9%
Korea (Kospi): 130%
Taiwan (TWSE): 22%
China (CSI 300): 13%
NOTE: Estimates are from Goldman Sachs, JP Morgan, Morgan Stanley, Bernstein reports.
2026 Forward P/E Comparison
India (Nifty 50): 18.1x
Korea (Kospi): 8.8x
Taiwan (TWSE): 19.7x
China (CSI 300): 13.9x
NOTES:
a. Even after the recent sell-off, India still remains one of the most expensive markets in Asia.
b. Korea has seen an earnings explosion in memory chips, but that market still offers deep value to investors at 8.8x forward P/E.
c. Taiwan is getting expensive, but AI/Semiconductor dominance of Taiwanese companies and TSMC’s pricing power is still a great attraction. Estimated earnings growth of Taiwan in 2026 is 2.5x of India.
d. China is no longer at “distressed” price levels of 2024, but it is still fundamentally 25% cheaper than India.
P/B Ratios March 2026
India (Nifty 50): 3.14x
Korea (Kospi): 0.90x
Taiwan (TWSE): 2.2x
China (CSI 300): 1.45x
NOTE: India is the world’s most expensive major market on P/B ratio basis. India’s price-to-book is 1.5x of Taiwan, 2.5x of China, and 3.5x of Korea. In other words, it is 3.5 times more expensive than Korea for every unit of net asset value as of March 2026.
KOREA
a. Landmark domestic corporate governance reforms combined with a global semiconductor growth supercycle have created a rare “double-alpha” opportunity for investors.
b. A stunning 130% earnings growth projected for KOSPI in 2026, led by Samsung and SK Hynix.
c. Korea’s forward P/E of 8.8x is half the valuation of Indian large caps as of today.
TAIWAN
a. Investors are moving away from AI software/LLM builders to AI hardware (semiconductors and server infrastructure) where Taiwan dominates.
b. TSMC alone controls 70% of the market share, with gross margins of 62%.
c. Taiwan 50 Index with an estimated earnings growth of 22% at a PEG ratio of just 0.9x makes it twice as attractive as Indian large caps on a growth-adjusted basis.
CHINA
a. China’s industrial output in Jan-Feb, 2026 jumped by 6.3%, beating estimates by far.
b. High-tech FDI increased by 20.4% following the government’s massive consumption stimulus package in late 2025.
c. As of March 2026, MSCI China trades at a forward P/E 11.9x, representing 48% discount compared to MSCI India’s 23x. This 48% valuation gap is at a decade-high, leading to an FII pivot towards China. (Foreign investors use MSCI benchmarks.)
INDIA
a. With 85% dependency on oil imports, current account deficit (CAD) widening, rupee getting weaker, and no tech exports hedge, India presents an asymmetric risk (from the viewpoint of foreign investors.)
b. China is energy-secure, while Korea & Taiwan’s high-margin tech exports effectively subsidize their increased oil import bills.
c. IT service exports, which is India’s solitary global competitive edge, is getting threatened by AI. Legacy coding tasks are getting automated.
ENDPIECE: Don’t Fight Mean Reversion
Don’t believe vested interests whose careers are built on the thesis of “Stocks Only Go Up.”
The world has shifted from the era of “Growth at Any Price” (GAP) to “Growth at a Reasonable Price” (GRP). That’s what has hit India.
Now either India delivers exceptional earnings growth in 2026 to justify its P/E multiples, OR the AI growth bubble bursts worldwide.
Until then, play defensive, avoid FOMO, and wait for the loose ball. Your time will come.
@arabicatrader
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Debo أُعيد تغريده

“Speech is power; speech is to persuade, to convert, to compel.”
~Ralph Waldo Emerson
🧵 of summaries:
>How to articulate yourself intelligently
>Think Faster, Talk Smarter
>Win Every Argument
>How to Talk to Anyone About Anything
>How Highly Effective People Speak

DAN KOE@thedankoe
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Debo أُعيد تغريده

@DealsDhamaka Pls can you tell me which platform you use for investing in unlisted shares
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For people asking what am I doing now in Investing ???
Answer is Nothing …
My SIP continues as is in mutual funds
Fresh money into unlisted shares (US)
EPF & PPF as usual
If I get any new money from FD renewals, then will buy a few stocks and IT index
#Investing
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Debo أُعيد تغريده

1000 Powerful Claude Prompts🤯
For builders, developers & creators.
I spent weeks compiling the most practical prompts for:
• Coding & debugging
• AI workflows
• Research & analysis
• Automation
• Content creation
• Productivity systems
These prompts can replace hours of manual work.
To celebrate finishing this prompt book,
I’m giving it away to a few people here.
How to get access:
Follow MUST (so I can dm)
Repost + Like
Comment 'Prompt'

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