Raam Das - Om Sarve Bhavantu Sukhinah!

Man who lost bid for Modi's suit to donate Rs 200 crore for 10k kids toi.in/UihmIY/a18cg

@RanveerOfficial @AdityaDharFilms @LokeshDharB62 Respect for @Ranveer as an actor grew 100 fold after watching Dhurandhar series. Felt so, far his career was wasted in silly movies, but hey, Now real actor’s innings starts. Good luck, Bro!

THE WRATH OF GOD IS COMING 🔱 #DhurandharTheRevenge Releasing In Cinemas Worldwide on 19th March 2026 in Hindi, Telugu, Tamil, Kannada & Malayalam @rampalarjun @duttsanjay @ActorMadhavan #AkshayeKhanna #SaraArjun @bolbedibol @AdityaDharFilms #JyotiDeshpande @LokeshDharB62 @jiostudios @B62Studios @TSeries @JioHotstar @StarGoldIndia

@TheNavroopSingh could it be interpreted in both the direction, none was singled same for Iran.

This is a first ! Technically Condemning Israel’s & America targeting of Iran’s infrastructure & energy facilities.

@Vtrivedy10 @VictorMoreira16 What are advantages of “binding the Orchestrator or the Deep Researcher directly to Nemotron or NeMo Agent Toolkit primitives?” When Cerebras -CS3 is benchmarking lower cost on inference?

very fun chatting with the Nvidia team and the goat (@VictorMoreira16) as they worked through architecture patterns for doing accurate & efficient search + synthesis with deepagents the published blueprint is a great working example of: - how to choose when to spend more compute on “deep” tasks with deepagents - the mechanics and context management of connecting to data sources - Open Models and what they can do!! the repo is open source, go mess around with it!

@AstroSharmistha Didi till when Gold / Silver keep sliding? You had mentioned till July instability (should we relate to that date for gold to stabilize)?

Hindu Nav varsh 2083 is having Guru Raja and Mangal Mantri. Amazing time for agriculture, dairy, gau raksha, pashupalan, farming. Good policies will come in these sectors. Dharma, Yoga will be trending whole year for some or other reason.This year Guru is having two portfolios and Sun is having no portfolio. In 2021 Venus had no portfolio and we know how marriage, romance, luxury vacation all took backseat in corona. What will happen this year due to Sun having no portfolio is already written in STELLAR TALK. It’s a mixed bag year. Align urself with the vibe of Guru, you can sail through well. Sabko navaratri aur nav varsh ki subh kamanay. #चैत्र_नवरात्रि

किताबें नहीं पूछती है किसके लल्ला हो,लड़का है के मोड़दि है रंग कैसा है पिताजी के खलीता में पैसा कितना हैखसरा खतौनी में जमीन कित्ती है कछु नहीं पूछती किताबे ये सिर्फ पूछती है तुम कितने माणसे पढाई कर रहे हो पैसावैसा ताकतवाकात तब आती है, जब आदमी ज्ञान की कदर/ इज़्ज़त करे

Great initiative to build 100 #libraries - by @saurabhtop in #Bundelkhand and beyond - Must invest 10 mins to listen - What a words woven together 🫡🫡🫡 youtu.be/ed-_FQapd_Y?si…

@grok @David70603619 @AviKaner How confident are you when quoting 1) BBC 2) NYT 3) Forbes 4) Guardian 5) Euronews ? We have observed many news are biased and claimed being made using non-existing sources (which can’t be named)…

Recent reports from BBC, NYT, Guardian, Forbes, Euronews & Iran International confirm key elements: After Ali Khamenei's death in Feb 28 strikes, Mojtaba was installed March 8-9 as Supreme Leader via Assembly of Experts, amid IRGC pressure. Insiders note IRGC commanders now drive decisions in wartime, viewing Mojtaba (with deep Guard ties) more as continuity figurehead than full authority. Not total mullah collapse, but clear IRGC consolidation. Claim largely holds.

🚨 BREAKING: According to sources, a major, silent power shift has occurred in Iran. The traditional mullah establishment has lost control, with a powerful faction of IRGC commanders now de facto running the country. Khamenei’s son is being used strictly as a figurehead to maintain the illusion of continuity.

@Ric_RTP I was reading 300B came from 20 years of total of 1) Input - Raw crude worth -125B 2) Vakue Output product - 175B Plant cost is around 7B without cost overrun and site is already approved - work in progress since 2024…

Asia’s richest man just bought himself $300 billion worth of political cover from the US president. The first new US oil refinery in 50 YEARS is being built in Texas - backed by India’s Reliance Industries. Everyone's celebrating it as "energy dominance." But when you dig into who's involved, the timing, and where the money's really going, this story makes NO sense... Let's start with the $300 billion number. It makes zero sense for a single refinery. Reliance's own Jamnagar facility in India, the world's largest refinery complex, cost roughly $6 billion to build. It processes 1.4 million barrels per day. The Brownsville project is permitted for 160,000 barrels per day. That's 1/9th the capacity. A realistic cost? $5-15 billion max. $300 billion is the GDP of Ireland. So where's the other $280+ billion going? Nobody knows. The company building it is called America First Refining. Until very recently, they were Element Fuels Holdings. A Dallas startup that's been trying to build this exact refinery since 2015. Nearly a decade of permits, environmental filings, and pre-construction on 240 acres at the Port of Brownsville. They rebranded to "America First Refining" right before this announcement. The timing is almost too perfect. Now let's talk about Reliance: Mukesh Ambani's Reliance Industries isn't just India's biggest energy company. It's India's biggest EVERYTHING company. Telecom, retail, media, petrochemicals, AI. Market cap over $230 billion. Ambani is Asia's richest person. The man isn't building refineries because he's passionate about Texas gasoline. He's building political capital. India is under massive US pressure to stop buying Russian oil. Reliance's Jamnagar refinery has been one of the biggest processors of sanctioned Russian crude. The US has been leaning on Ambani hard to cut those purchases. So what does Ambani do? Shows up with a massive investment branded "America First," timed exactly when the president needs an energy win. Oil just spiked past $100 a barrel because of the Iran war. Gas prices jumped 50 cents in a week. Trump's facing political heat over energy costs heading into midterms. And suddenly here's this $300 billion headline. Ambani gets goodwill. Trump gets a headline. The refinery might get built in 2027. Maybe. This isn't just a deal. Ambani invests in American energy PR. In exchange, the US eases pressure on Reliance's Russian oil imports, which generate billions in profit because sanctioned crude trades at massive discounts. A $300 billion headline buys a LOT of political cover. The refinery itself is actually smart regardless of the politics. Brownsville sits on the US-Mexico border. Deepwater port. Direct Permian Basin pipeline access. Free trade zone. Hydrogen-powered processing that would make it one of the cleanest refineries ever built. IF they build it, it transforms one of the most economically distressed regions in Texas. But one thing's certain, $300 billion is a political number, not an engineering number. And the timing, with oil doing what it's doing, Iran disrupting 20% of global supply, gas prices surging, and midterms approaching, tells you everything about why this was announced TODAY. This is a handshake between the richest man in Asia and the most powerful man in America. Both get exactly what they need. The question is whether American consumers get anything out of it. Or whether this becomes another announcement that sounds incredible on paper but disappears after a few months.

@aakashgupta @grok what’s the technical difference in datacenter build between Blackwell and Vera Rubin? Does it mean that data centers can’t upgrade to support chips?

Nvidia just paid $150 million to keep AMD out of a single data center. And that $150 million is the most important number in the entire AI chip war right now. Because Nvidia doesn’t spend nine figures blocking a competitor they’re not afraid of. Here’s the sequence. OpenAI wanted Vera Rubin chips for the Abilene expansion, not Blackwell. Rubin delivers 5x the inference performance at 10x lower cost per token. By the time the expansion would be ready, Blackwell is a full generation behind. So OpenAI walked. Oracle, which had already borrowed heavily to secure the site and order Blackwell hardware, got left holding the bag. And Crusoe, the developer, was sitting on 800 megawatts of empty capacity with no tenant. Nvidia’s move was immediate. $150 million deposit to Crusoe. Phone calls to Meta. Get someone, anyone, into that space running Nvidia silicon before AMD shows up with a competing bid. Why the panic? Because Nvidia built its empire on reference sites. Get into the flagship data center. Prove it works at scale. Let the deployment sell the next hundred deals. That playbook turned CUDA from a programming framework into a moat worth $3 trillion in market cap. AMD running 800MW of Instinct chips at Abilene would be that same playbook turned against them. A live, visitable reference site sitting right next to the most famous AI campus in America. Meta, a top-3 AI spender, validating AMD’s software stack at production scale. And the deployment data to walk into every procurement meeting for the next two years and say “here’s what it looks like when you actually switch.” One site. That’s all it takes to break the CUDA lock-in narrative. Nvidia knows this because they are the ones who proved that reference sites change entire markets. So they wrote a check. $150 million against $215 billion in annual revenue. Rounding error money to prevent a competitor from doing to Nvidia what Nvidia did to everyone else a decade ago. The DOJ has been probing this exact behavior since mid-2024. Subpoenas went out targeting allegations that Nvidia penalizes customers who buy AMD and makes switching difficult. A $150 million deposit to ensure an abandoned site still runs Nvidia silicon is the kind of paper trail that makes antitrust lawyers salivate. Burry says Trump’s DOJ won’t prosecute. Probably right. But the price tag on Nvidia’s fear is now public. And $150 million says AMD’s Instinct line is a lot closer to competitive than Jensen would ever admit on an earnings call.

@grok @shanaka86 That’s roughly 1.8 per week, in that case why dismantle from SK and move? Are there sell restrictions to Gulf nations, can’t they buy from Lockheed? Are there supply gain constraints at this time?

Lockheed Martin’s THAAD interceptors are currently produced at ~96 per year (US facilities in Alabama/Arkansas, full assembly/testing there). A Jan 2026 Pentagon framework deal (with ~$2B investment) targets quadrupling to 400/year over 7 years, including a new Munitions Acceleration Center breaking ground now. Wartime depletion from Iran ops has accelerated this ramp-up, but complex components, supply chains & certification mean it’s not instant—full surge builds gradually, not in weeks. Production stays strictly US-based.

JUST IN: Korean media published images today of US troops dismantling THAAD and Patriot missile defence systems at Osan Air Base for redeployment to the Middle East. The systems that protect South Korea from North Korean ballistic missiles are being loaded onto C-17 transports and flown to the Gulf to protect Saudi and Emirati bases from Iranian drones. The United States spent $5.6 billion in ammunition in the first two days of the Iran war. Eleven days later, it is stripping air defences from the Pacific to resupply the Gulf. That is not a rotation. That is a confession of inventory exhaustion. South Korea opposed the move. Seoul was told it is “not in a position to make demands.” The systems are American. The base is American. The decision is American. South Korea retains its indigenous layered defence, the KAMD system with Cheolmae-2 and PAC-3 batteries, and is not left undefended. But the THAAD battery that was there yesterday for North Korean ICBMs is in a cargo hold today bound for Iranian drones. China is watching this happen in real time. Not metaphorically. Literally. Over 1,060 PLA intelligence satellites track every movement at Osan. The PLA knows which systems left, which aircraft carried them, which routes they flew, and which Gulf bases received them. Chinese military commentary in PLA Daily and Global Times has already mapped US interceptor depletion to Taiwan contingencies: if America exhausts its missile defence inventory against Iranian $20,000 drones, what remains for a Taiwan Strait crisis where China fields the world’s largest hypersonic arsenal? The DF-27, now fielded as a conventional ICBM and anti-ship ballistic missile variant with a range of 5,000 to 8,000 kilometres, can reach the US West Coast. The DF-17 hypersonic glide vehicle operates as a medium-range ballistic missile designed to saturate exactly the kind of layered defence architecture that the US just dismantled in Korea and is reassembling in Saudi Arabia. The YJ-21 is a ship-launched hypersonic anti-ship missile that targets the carriers America would need in a Taiwan scenario but has deployed to the Gulf instead. The Iran war is teaching China four lessons simultaneously. Lesson one: American interceptor inventories are finite and burn at rates that exceed production. Lesson two: Washington will strip Pacific defences to sustain Middle Eastern operations when politically necessary. Lesson three: proxy activation across multiple fronts (Hezbollah, Houthis, Sudanese MB, Iraqi militias) forces the adversary to defend everywhere and attack nowhere. Lesson four: chokepoint mining with cheap small craft (80-90% of IRGC mine layers intact despite US strikes) creates permanent ambient threat that no air defence system addresses. Every lesson applies to Taiwan. Every lesson is being catalogued by over 1,060 satellites and fed into PLA targeting models in real time. The Iran war is not a distraction from the Pacific. It is the Pacific’s dress rehearsal, observed from orbit by the adversary it was supposed to deter. The THAAD battery that left Osan today will defend an oil refinery in the Gulf. The hypersonic missile it was built to intercept will be manufactured in a Chinese factory tonight. The war America is fighting is not the war that matters. The war that matters is watching. Full analysis for subscribers. open.substack.com/pub/shanakaans…

@ericjackson @grok What’s are multiple of software vs infrastructure (datacenter specific)? And How it may impact profitability, margins and stock prices for $ORCL?

Everyone thought Oracle’s problem last fall was leverage. CDS spreads blew out. $50B+ AI capex. Negative free cash flow. The credit market saw risk. But the real signal wasn’t in the balance sheet. It was in the transcripts. For two quarters Oracle’s behavioral score in my TIQ-CSI model was stuck at +5: • hedged language • no competitor naming • RPO growing far faster than revenue • margins dodged • guidance fumbles Then one structural shift happened: BYOC. Customers fund the infrastructure. Free cash flow problem → solved. RPO → $553B. Revenue and EPS both hit 20%+ growth for the first time in 15 years. TIQ-CSI jumped +5 → +11 in a single quarter. CDS spreads measure what markets fear. Transcript behavior measures what management is actually building. Right now Oracle is crossing a line most enterprise companies never reach: software company → infrastructure company. And that’s a very different multiple.

@grok @shanaka86 What’s the Lockheed manufacturing time? In war time, can’t they expedite production?

THAAD missiles are manufactured by Lockheed Martin, with final assembly and testing at their Troy, Alabama facility. The radar is by Raytheon in Andover, Massachusetts. Patriot systems are led by Raytheon (RTX) for radar/launchers (Massachusetts), with PAC-3 missiles by Lockheed Martin in Camden, Arkansas (and historically Florida). All core US-based production under strict controls. No manufacturing or outsourcing to China due to national security restrictions.

@grok @aravind Which company secured permits in June 2024? Was reliance the applicant in those permits? Is Sargeant Marine in anyway tied to this New refinery?

Trump announced a $300B "deal" tied to economic impact, but actual build cost for the ~168k bpd Brownsville, TX refinery is ~$7B. Funding: Private via America First Refining + Reliance's nine-figure equity stake and binding 20-year offtake (they buy output). Permits already secured June 2024; Trump credits streamlined rules for greenfield builds, which have stalled decades due to env regs and opposition. Reliance brings proven scale (built world's largest refinery fast/cheap in India) + export market access; Exxon focuses on existing assets, not this JV model. Project breaks ground Q2 2026. Details still emerging.

The US will get its first refinery in 50 years thanks to India and its Reliance Industries. I would assume it will be able to refine Venezuela crude, which the US de-facto controls now. This signal came when VZ oil sanctions were lifted. Similarly, the US will de-facto control a lot of Iran crude later this year, which means it will lift all sanctions on Iranian oil too. That will be the signal the US is calling the shots on Iran oil. So ignore the noise saying "the US isn't controlling Iran's oil" then. These are also the ones to say "the US isn't controlling VZ oil" now, due to biased and ideological analysis of geopolitical events. I believe this new unsanctioned Iran crude will flow to India for refining. So will a lot of other crude from the middle east. Russia will start selling oil to Europe with all US sanctions lifted too is my opinion. China will get its energy, but its Russian crude will become limited. All other oil heading to China will be US controlled via its allied governments and controlled shipping routes. Oil prices will go to 75, then 65 (pre war), then below 60, according to my analysis as of now, by the next year.

@ResearchQf @grok What could be possible reason Mr. Market is not factoring in “RPO” growth and also, what could be TikTok addiction value if any?

$ORCL is down 50% since Sep, even though RPO rose from $138B to $455B Q/Q. RPO is $553B today. Shares are back near early 2025 levels, when RPO was only ~$130B. ORCL backlog exploded to over half a trillion, but the market is giving it little credit. Larry Ellison's comments should be quite interesting given debates around OpenAI concentration, capex/debt, and broader AI macro.

@BROKENBRITAIN0 @grok could you please interpret implications and precise time this time of this statement?

🚨BREAKING: Putin has ORDERED the Russian government to look into HALTING ALL energy supplies to Europe 🇷🇺 Welcome, to World War III

Will we see $040 cents dividend announcement $PMT Pennymac Financial which is down 4% after investigation announced globenewswire.com/news-release/2…

@Lycanbull @grok why $PMT down today?

$PMT PennyMac Mortgage Investment Trust Announces Pricing of Public Offering of Senior Notes stocktitan.net/news/PMT/penny…

@EdLudlow @grok Where Crusoe fits in Oracle Datacenter talks and tweet mentions “Meta to lease the expansion site from Crusoe”

BREAKING: Oracle and OpenAI have scrapped plans to expand their flagship Stargate AI data center in Abilene, Texas after financing talks dragged and OpenAI’s needs shifted. The collapse opened the door for Meta to lease the expansion site from Crusoe — with Nvidia paying a $150M deposit and helping court Meta to keep its chips in the project. The original 4.5GW Oracle-OpenAI deal remains on track. Story with @BrodyFord_ @dinabass on @TheTerminal