nuthan b

@ishmohit1 He said the same thing last time negotiations & bombed Iran. Now he's harping the same while U.S. sailors, Marines are heading to the ME, with helicopters, F-35s, armored vehicles . All this after $16.5billion arms for Gulf allies, $7billion weapons for UAE he has sinister plans

@DrdhimanBhatta1 Sir, so that also means the markets will remain volatile this year too .

@RahulRao_1992 That is Trump's branding strategy, by being unpredictable, he unnerves his critics while also keeping his allies on the edge. He equates power with the ability to dominate headlines and uses the presidency as a platform for psychological dominance.

If excessive posting on Social Media is a sign of mental retardation, Trump is "losing it". His posting timeline on Truth Social on the night of 12th April 26' (US Eastern Time): 9:49 PM: AI Jesus photo. 9:50 PM: Trump Tower on the Moon (AI-generated) 10:10 PM: "Dumb meme" 10:32 PM: News clip - Military readiness 10:53 PM: News clip - praising "tough on Iran" policy 12:43 AM: Official - US Naval Blockade of Hormuz. 2:35 AM: Article about Biden 2:36 AM: Article on naval blockade 2:37 AM: Article on a Honey Trapped Senator 2:37 AM: Article about Biden 2:38 AM: Article on $400M White House expansion 4:10 AM: Article on Iran Verified each post on Truth Social personally 🤣 Heading towards retardation myself.

@alpha_defense There was no intent for an agreement or a deal. Rather US were buying time and we had people praising the notorious state for offering a place for negotiations.

“The bad news is that we have not reached an agreement and I think that’s bad news for Iran much more than it's bad news for the United States of America." ~ JDV

@aravind Sir, we understand there was no intent for a deal from the beginning and US were merely buying time why else would they choose a vassal state having no diplomatic leverage for negotiations.

The US-Iran talks have ended without a deal. VP Vance says Iran did not agree to permanent nuclear disarmament and the US team is leaving Pakistan. Though Iranian state TV says the talks will continue on Sunday. Now, Pakistan's role as a mediator and peacemaker is questionable though their journalist assets in Reuters, BBC, Bloomberg etc keep hyping up Pakistan's US commanded and forced sepoy role here. But, imo, what is hype-able is Pakistan's infiltration of major news organizations in the world, including state media of many countries that they can even provide propaganda services to China. While their journalist assets run down the credibility of major international newswires and publications with blatant fake news propaganda on behalf of Pakistan, China, Turkiye, and now Iran and the US too.

@md_deepesh How else will they roll their debt and print more Doc , a manufactured crash and a manufactured recession is on the cards for sure .

American Stock Market is going to Crash. I don’t know when, but it will and when that happens, America will be facing its biggest recession in its life time.

@md_deepesh Insightful Dr why else would U.S fly 2heavy lift MC130J Commando II transport aircraft deep into hostile territory just to rescue one pilot & blow the aircrafts. Partial success or not, they clearly went in 4 something heavier after the risk used a vassal state to call 4 truce

The war did not pause because peace arrived. It paused because something was taken. Something heavy. Something radioactive. Something the headlines will never name. Iran roared for weeks. It said it would fight to the last drop of blood. Then suddenly... Ceasefire. Just like that. Experts rushed in. China did it. Pakistan did it. America blackmailed Iran. Cute theories. But they all missed the real scene. The real story began in the sky. April 3, 2026. An F-15E Strike Eagle. Call sign: Dude 44. Shot down over southwestern Iran. Iran celebrated. Loudly. Publicly. Confidently. But ask yourself this. For 30+ days, America and Israel had been flying sorties over Iran. They destroyed 13000+ infra inside Iran. So why was this specific F-15E flying exactly, where it could be hit? That was Phase 1. Now go back to the war room. Mid-March 2026. CIA and Mossad had confirmed something dangerous. Iran had 900+ kg of uranium enriched to 60%. Enough for around 10 to 11 warheads. And nearly 400 kg of it was being moved. From beneath Isfahan. From deep tunnels. To an unknown new location. That changed everything. Because no bunker buster could solve that problem. The tunnels under Isfahan had no ventilation shafts. Which means only one thing. If you want it... you go in and take it. Boots on the ground. So, America created a trigger. Two pilots go down. One a decorated Colonel. One an elite fighter pilot. And Phase 2 begins. 155 aircraft entered Iranian airspace. 4 bombers. 64 fighters. 48 refuelling tankers. 13 rescue aircraft. Dozens of drones. And 2 MC-130J cargo planes. Now pause there. Each MC-130J can carry 92 armed troops. Or heavy equipment. Or sealed canisters. Or all three. And not just that. They built a temporary airstrip. Inside Iran. In southern Isfahan province. Now ask the obvious question. Since when does a pilot rescue need a runway? Since when do you send that much firepower to pull out two men? Since when do you reportedly embed nuclear specialists in a rescue team? There were 150+ special operators involved. Let us be serious. You do not need 150 operators for two pilots. That force size fits only one thing. A retrieval. For nearly 50 hours, Iran and America fought. 339 munitions fired. Roads were bombed. Convoys. Helicopters. Aircraft. C-130s. And somewhere in that smoke. In that sand. In that mountain shadow... Something changed. Not the pilots. Something heavier. Something more valuable. You know what it was? Not all. But enough. Enough to change the negotiation. Enough to turn “fight till death” into “let’s talk ceasefire.” Read that again. A nation that swore it would bleed forever... Suddenly chose the table. Why? Because it understood the message. We came in. We took something. We left some materials behind. And we can come again. The war is now paused. Not over. The uranium question is not solved. Iran still has what remains. America and Israel now knows where the rest is.

@md_deepesh Insightful Dr why else would U.S fly 2heavy lift MC130J Commando II transport aircraft deep into hostile territory just to rescue one pilot & blow the aircrafts. Partial success or not, they clearly went in 4 something heavier after the risk used a vassal state to call 4 truce.

@DrdhimanBhatta1 @AstroCounselKK @sjlazars @BuzzingstockH @deepakd900950 @PromitSadhukha2 @JagamohanPatro @miryar_baloch @sunilwagh2004 @gvirendra108 Sir, taking this seriously now . I remember the last time you mentioned this after which both metals had a great run.

#GoldTradig #silversqueeze GOLD AND SILVER ARE GIVING GREAT CHANCES OF BUYING FOR LONG TERM. THAT'S THE TWEET. READ IT AGAIN. BOOKMARK 🔖 IT.

@RahulRao_1992 Thank you Bhai !

@BNuthan SMRs are a different beast so no, these companies may or may not be the exclusive or key suppliers. Atleast their role might not be as entrenched in SMRs as in FBRs as those tenders go live after one year.

₹8,181 crore. 22 years. And India became only the second country after Russia to pull this off. India's Fast Breeder Reactor went critical 3 days ago. You've read the headline. But almost nobody understands What made this reactor SO INSANELY HARD TO BUILD. Here are 3 Engineering challenges that needed to be solved AND the 3 listed small-cap companies that solved them. 3 ENGINEEERING CHALLENGES: 1. Extremely high temperature, 2. Fuel structure development 3. Mastering sodium technology. But first, why sodium? Why not just use heavy water like India's PHWR - Pressurised Heavy Water Reactors. Because heavy water would kill the reactor's entire purpose. Heavy water is a moderator. It slows neutrons down. A fast breeder needs fast neutrons to convert uranium-238 into plutonium-239. Slow the neutrons and you kill the breeding. No breeding, no point. Sodium let's the neutrons stay fast. That's the non-negotiable reason. But sodium also happens to be a freakishly good coolant + Thermal conductor. Thermal conductivity? 100x better than water. Boiling point: 883°C, so at 550°C it stays liquid at atmospheric pressure. No need for the 150+ atmospheres of pressurisation that water reactors require. That means thinner vessel walls, no risk of pressure-rupture accidents, and a more compact core. The trade-off? Sodium catches fire in air, explodes in water, and becomes radioactive inside the reactor. You can't see through it. You can't inspect anything visually. Every component must be perfect before it goes in, because YOU CANNOT open it up afterwards. Now we got the basics, here are the 3 Engineering challenges + 3 Companies that solved them. 🔹 Challenge 1: High Temperature → Kirloskar Brothers (KBL) A conventional PHWR operates at around 300°C. The PFBR runs liquid sodium at 550°C. That 250-degree gap changes everything. At 550°C, metals creep. They slowly deform under sustained stress. Welds weaken over time. Seals degrade. Thermal expansion is massive, so every component must be designed with expansion tolerances that still maintain a perfect seal against sodium. KBL built all the Primary and Secondary Sodium Pumps for the PFBR at their Kirloskarvadi plant. Three primary pumps, 135 tonnes each, with an 11-metre long shaft submerged in liquid sodium. That shaft expands and contracts with every temperature cycle. The secondary pumps use hydrodynamic bearings running in sodium itself, no conventional lubrication possible. Both pump types must be essentially maintenance-free. You cannot open up equipment sitting inside a pool of liquid sodium at 550°C. Once installed, these pumps must run for years without human hands touching them. Dr. Prabhat Kumar, former CMD of BHAVINI (the man who ran the entire PFBR project), wrote that "it took knowledge, skills and courage by the KBL team to accept the order for these pumps." When the project head says it took courage to even accept the contract, you understand the engineering risk involved. Market cap ~₹12,000 crore. KBL is the only Indian company that has built sodium pumps for a nuclear reactor. No second vendor exists. 🔹 Challenge 2: Fuel Structure → MTAR Technologies Fast neutrons inside a breeder reactor bombard the fuel cladding and wrapper materials at intensities far beyond what a PHWR experiences. This causes "void swelling," where the metal literally puffs up at an atomic level. Over time, fuel pins swell unevenly. Fuel sub-assemblies bow and distort. Extracting a swollen, bowed fuel assembly (think rod) from a reactor core filled with opaque liquid sodium is one of the hardest precision engineering problems in nuclear technology. MTAR manufactured the Inclined Fuel Transfer Machine (IFTM) and reactor top control plug for the PFBR. The former BHAVINI CMD confirmed this directly. And this is exactly where the PFBR's worst commissioning failure occurred. The IFTM's transfer pot couldn't be lowered fully into the reactor during trials. Because sodium is completely opaque, engineers couldn't see what was wrong. They had to develop ultrasonic imaging tools just to diagnose the problem. This single issue delayed core loading by roughly two years. IGCAR and BHAVINI eventually designed an alternate fuel handling scheme and fabricated new components in a 4-5 month sprint. But the lesson is clear: fuel handling in a sodium environment demands micron-level precision in conditions where you're operating completely blind. MTAR's market cap is ~₹8,500 crore. Nuclear was only 14% of FY25 revenue. But their order book hit ₹2,395 crore by December 2025, with the Kaiga order alone at ₹500 crore+. The FBR-600 reactors will each need fuel transfer machines and control plugs. MTAR built the only ones India has ever made. 🔹 Challenge 3: Mastering Sodium → Walchandnagar Industries (WIL) Sodium is the best and worst coolant for a fast reactor at the same time. Best: it doesn't slow down neutrons (essential for breeding), transfers heat brilliantly, and operates at atmospheric pressure (so vessel walls can be thinner and you eliminate high-pressure rupture risk). Worst: it's opaque (no visual inspection possible), catches fire on contact with air, explodes on contact with water, and becomes radioactive (Na-24, 15-hour half-life) inside the primary circuit. The PFBR holds 1,950 metric tonnes of this stuff. The former BHAVINI CMD confirmed that WIL manufactured the large sodium-to-sodium and sodium-to-air heat exchangers. These are the components where sodium mastery matters most. The sodium-to-sodium heat exchangers (called Intermediate Heat Exchangers) sit between the radioactive primary circuit and the clean secondary circuit. One leak and you contaminate the entire secondary loop with radioactive sodium. The sodium-to-air heat exchangers are the decay heat removal system: the reactor's absolute last line of safety when everything else fails. WIL also handled the sodium piping scope. Every weld, every joint, every bend in a sodium pipe must be perfectly leak-proof. Not "industrial standard" leak-proof. Nuclear-grade, zero-tolerance leak-proof. Because a micro-crack in a sodium pipe gives you a fire, not a drip. BHAVINI noted that the project handled 1,950 tonnes of sodium "without spilling a single drop." WIL's fabrication quality is a big part of why that record held. Market cap under ₹1,700 crore. Four decades of working with the Department of Atomic Energy. Class-I nuclear qualification from NPCIL, BARC, and BHAVINI. For a company this small, the FBR-600 programme (six reactors, each needing heat exchangers and sodium piping larger than the PFBR prototype) could be transformative. ⚠️ Risks you can't ignore 📌 FBR-600 hasn't received financial sanction yet. DAE says it comes after one year of successful PFBR operation. That's 2027 at the earliest. Until then, this is optionality, not revenue. 📌 Sodium reactor technology has a brutal global track record. Japan's Monju had a sodium leak in 1995 and never recovered. France's Superphénix was shut permanently. Russia's BN-800 is the only commercial fast breeder operating today. India is betting it can be the second. If the PFBR hits serious problems during power ramp-up, the commercial FBR programme could stall for years. 📌 Valuations already reflect optimism. MTAR trades at roughly 180x FY25 earnings. WIL has yet to run up on the nuclear narrative. KBL is more reasonably priced but nuclear is still a tiny fraction of total pump revenue. 📌 BHAVINI is the sole buyer for FBR components. One budget cut, one priority shift at DAE, and these order pipelines disappear. So that was it folks. Three technical challenges. Three companies that solved them. Three qualification moats that took decades to build and can't be replicated quickly. The real question isn't whether these companies are capable. They've already proved that. The question is whether the PFBR works at full power over the next 12 months, because that's the trigger for everything that comes after. Share with friends if you found this useful.

@KapilChopra72 I was just waiting for this tweet on IHCL from you sir. Thank you!

At Rs 583, IHCL is a good value buy. Start buying and accumulate at lower levels also. Divide your investments into 5 to 10 parts. So you can add as it goes down if the situation worsens. I will also add a bit more of ITC Hotels for now to play this sector. Neutral on Samhi and Leela as not convinced with the value paid for acquisitions, shows decision making influenced by public market pressure. That always hurts in the long term. Again, totally personal view. Please exercise personal discretion and don’t follow my advise, I have been wrong on hotels also many times, I exited Chalet at 650 after holding for 2 years ( entry price was very low during Covid) and it crossed 900 or so. I am a conservative investor and only buy hotel stocks when the geopolitical risks are higher. It’s a cyclical play, most people were buying the hype at the top of the cycle. It will take them years to recover losses.

@ishmohit1 He said the same thing last time negotiations & bombed Iran. Now he's harping the same while U.S. sailors, Marines are heading to the ME, with helicopters, F-35s, armored vehicles . All this after $16.5billion arms for Gulf allies, $7billion weapons for UAE he has sinister plans

Taco before market opening When head of the country thinks more about markets than investors 🙏🙏

@DrdhimanBhatta1 Many congratulations Sir, so its out there, somehow missed seeing this will be doing it ASAP.

Have you got your copy? amazon.in/dp/8199128151 If not, grab yours now! flipkart.com/stock-market-i…

@RahulRao_1992 Absolutely Rahul Bhai and thank you for the treasure trove .

@BNuthan Thank you so much Nuthan bhai 🙏🏽 Hope aerospace research is going well ;)

A Big Thank You to the 5,000 Investor friends who follow us. In a sea of impulsive, shallow and mindless dribble that often characterises social media, its great that we found each other. Many of your have become friends and mentors I never thought I'd find or deserve. Hope the rest of you are not bots. 🫶 Yours sincerely P.S - Video not AI.

@priymrj Bro you should have tagged and asked permission from the Enforcement Directorate who have attached the property .

Dear @TheVijayMallya I'm a founder from Bangalore having my birthday on March 23rd. I want to throw a birthday party the city hasn't seen in a while and bring back the good times, Bangalore needs that energy back. Can I rent Kingfisher Villa for one night? Dead serious. Will pay. Name your price. Or point me to whoever owns it now.

@KapilChopra72 Thanks for your response Sir, I really appreciate your insight on this topic, Very helpful!

Will analyse them also in due course. I have a very clear view on both. But like I said, it’s all personal and I have been wrong many times also. Postcard will not go public for a long time. For truly transformational luxury hotel companies, a quarterly rigour on numbers does not help. It influences wrong calls like onboarding the wrong kind of hotels. We want @PostcardHotel to be truly one of a kind global hotel company. That requires patience and lots of it. Hence, we will wait it out.

My View on Hotels and Hotel Stocks: In my opinion, the best opportunity to buy hotel stocks was during the disruption caused by COVID. That period created significant uncertainty and pricing dislocations in the sector. The best time to exit or reduce positions, which I did very profitably and in my view, was roughly 12–24 months ago when the sector was widely being promoted across television, research reports, and media narratives highlighting India’s “hotel room shortage” compared with Western markets or other Asian countries and giving ridiculous price targets. Hotel companies were also feeding bullish narratives driving the price artificially up in some cases. Markets often move ahead of narratives. By the time a theme becomes a widely accepted story, much of the upside has already been priced in. Over the last quarter, several hotel companies have struggled to deliver even ~10% revenue growth from existing properties. When that happens in what is supposed to be a peak demand cycle, it raises questions about how strong the underlying growth phase really is. India does not necessarily have a shortage of hotel rooms across all segments. Don’t believe everything you hear. A week of the AI summit is one week in 52 weeks, don’t get carried away. In fact, in some markets there is a significant pipeline of new supply. Some of the upcoming hotels in major cities may face challenges in achieving strong returns or servicing debt if demand does not keep pace. Because of this, I would not be surprised if we see some distressed hospitality assets come to market over the next few years. That said, after the recent correction in hospitality stocks, valuations in parts of the sector are becoming more interesting again. Some companies are now approaching replacement value levels, which historically can be a useful reference point for long-term investors. In markets, none of us are right all the time. Last year I personally held a negative view on several hotel stocks and took short positions periodically. I shared many of those trades with an analyst at Ambit Research simply to cross-check my thinking and keep myself disciplined. Most trades worked well, and some hit stop losses — which is part of the process. With the recent correction, I have started building selective positions again. Current personal positions: • Samhi Hotels – Bought around 162 and again near 152 • ITC Hotels – Bought around 162–178 • Leela Hotels – Bought around 431. Monitoring operating performance and valuation levels before deciding exit points. I will continue to add at every level which is 5% below. These are personal positions, not recommendations. Please consult your financial advisor or a SEBI registered advisor before making any investment decisions. My broader view on the sector: A large number of developers are currently exploring hotel projects. At the same time, inbound foreign tourism has been relatively soft over the past couple of years. Domestic demand — especially weddings and social events — has been a major driver of performance recently and that is scary. The key lesson for hospitality developers is that quality matters far more than quantity. The number of hotel rooms is not the real question. What matters is how many of those rooms are truly compelling enough for travelers to choose repeatedly. In hospitality, a smaller number of exceptional rooms can create far more long-term value than a large inventory of average ones. Developers and brands should focus on building hotels they are proud of — hotels where guests genuinely want to stay, and where the experience itself becomes the reason for travel. That, in my view, is where sustainable value will be created in the long term. On another note, my highest stock gain this year was not in hotels but in a different company and it was not discovered or researched by me. It was not my idea but it’s the biggest gain in any stock in my investing journey. Such is life!

@sachinjain19 @GBA_office This is so disturbing but any ways kindly post an update if possible once you engage a lawyer.

@BNuthan @GBA_office I understand your pain - today GBA sent that they will auction my property- time to engage a lawyer and start playing law law -- i suppose --for no fault of mine i will have to bear lawyer expenses now . Awesome GBA

Dear All, In 5-Bengaluru City Corporations about 7000 property owners owe more than Rs 437 Crores. Demand Notices were sent to them. They didn’t pay. Attachment orders were issued. Still they didn’t pay. As a last resort, these properties are scheduled for auction sale on 17.2.26 in respective Zonal Joint Commissioner Offices. List of notices is put online at website below. They can immediately pay online at BBMPTax.karnataka.gov.in they and avoid auction sale. Bengaluru City Corporations #GreaterBengaluruAuthority #gbachiefcommissioner

@sachinjain19 @GBA_office Many are facing a similar situation and there is no solution provided for no fault of property owners who have paid the taxes .

@BNuthan @GBA_office no i dont know. GBA keeps sending me messages that my property taxes are due and it wil be auctioned. Now i am talking to a lawyer to figure out how to fix this. there is no solution provided at GBA Mahadevpura office. Went there atleast 10 times.