Navvya Gupta

Money runs away from people who want to earn all of it today! 💭 #randomthought #moneymatters

@KobeissiLetter So, 2027 is when the dotcom bubble bursts again

You can’t make this up: Allbird stock, $BIRD, was down -99% from its record high as of yesterday as the shoe company was collapsing. Today, Allbirds stock is up as much as +875% after entirely rebranding as an AI company. This includes selling all of its brands and footwear assets and rebranding to “Newbird AI.” And, the company will use a $50M convertible financing facility to “acquire high-performance GPU assets.” Even shoe companies are moving into AI.

When Yu Read About Gas Turbine, Yu have to know :) It went from 8 to 3 in just 25 years, In the 1990s there were GE, Westinghouse, Siemens, ABB, Alstom, Mitsubishi, Rolls-Royce, Ansaldo. Mergers, money problems, and bad deals killed most of them. Example -GE paid €10 billion to buy Alstom in 2014, but had to give some secrets away. LTSAs are the real money trap - These are Long Term Service Agreements, company that sells you the turbine also signs a contract to fix and maintain it for 20+ years. If you miss one inspection, you lose the warranty. This locks power plant owners like prisoners, they cannot easily switch to cheaper repair shops. The maker gets steady high-profit money forever. Making blades is like rocket science - The hot blades inside spin at 3,600 times per minute in 1,650°C heat (hotter than lava). They use special nickel metal with rare elements and must be cast as single crystals (no weak joins). Only two secret factories in the world (in USA) can do this well. New companies cannot copy it easily. Efficiency = huge hidden cash - Each 1% better efficiency in a 400 MW power plant saves $12 million over 25 years. Modern ones reach 64% efficiency, old ones only 33%. That is why these three companies stay on top. AI boom is making it worse, Data centers will almost double electricity use by 2030. Gas turbines are the fastest way to add power, but factories are already fully booked for 5–7 years. Some utilities are even keeping old dirty coal plants longer because they cannot get new turbines fast enough. Data centres are so stuck they are buying old aircraft jet engines to use as temporary power plants. Landon Tessmer, Vice President of Commercial Operations at ProEnergy, told IEEE Spectrum that they have sold 21 gas turbines for two data-center projects, amounting to more than 1 gigawatt (GW) Refurbished jet engines, not new ones. That's how bad the shortage is. The special metal they use has rhenium in it. Despite accounting for only 3–6 wt.%, the cost of Re is approximately ten times as expensive as the price of the remaining 97 wt.% of the alloying elements because of its low crustal abundance at only 0.7–1.0 parts per billion MDPI. Rhenium is rarer than gold. You need this rare metal + a single-crystal growing process that all use the idea of directional solidification in a vacuum furnace. Only a handful of factories in the world can do it well. New companies cannot copy in 5 years or 10, maybe not even 20.

@Alchemist1320 Hahahaha

Difficult to stay sane in this new world of rapid/mis information

@dhirajsinha @NSEIndia @BSEIndia @SEBI_India Sir, if the current regime doesn't care for FII money and election freebies are rampant, it is tough to bring in a capitalist mindset just for the trading holidays

Yet another #trading holiday. India has 16 trading holidays vs ~10 in the US. It may be time for @NSEIndia, @BSEIndia and @SEBI_India to rationalize the holiday calendar toward global standards. More trading days = better efficiency, liquidity, and competitiveness. If you support this, please like & repost. #IndianMarkets #NSE #BSE #SEBI

“Sorry to say this government has been standoffish about foreign flows but now we can’t afford to have that attitude anymore.” “ it is impossible to ignore foreign flows today, infact govt should lay down the red carpet for foreign investors” says @ravidharamshi77 of @VQIndia Full episode out now on The Money Mindset ⭐️ link below

@KobeissiLetter And now Mossad probably has the exact location of Araghchi, Ghalibaf and other Iranian negotiators

BREAKING: Details emerge regarding failed talks between the US and Iran as negotiations end with no deal. Details include: 1. Talks ended because Iran refused to offer a commitment not to develop a nuclear weapon 2. JD Vance says Iran has "chosen to not accept the US' terms" 3. Iran currently has "no plans" for additional talks with the US, per Iran's Fars News 4. Negotiations lasted for 21 hours and marked the first direct talks between the US and Iran since 1979 It appears the highly anticipated US-Iran talks have collapsed.

@KobeissiLetter He is the biggest fake news out there

BREAKING: President Trump says the US has now begun the process of clearing out mines from the Strait of Hormuz. Several US Navy ships were just seen crossing the Strait of Hormuz.

He is the biggest fake news out there

Since the Hormuz crisis began, polymer prices surged over 40% in weeks. Naphtha nearly doubled. Indian PVC prices jumped 78% in a single month. Asian plastic factories are going dark. American ones are running at maximum capacity. And somewhere in all this, we realised we don't actually understand what plastic is.🧵👇

Once you have enough savings and are on the right path, spend some money, give some away. Don't wait until you're 90. It's okay to buy some luxuries and especially okay to give today instead of waiting for your kids to spend it all after you're gone. I know a lot of people that spend more than they should. I also know a lot of people that are too frugal that don't have to be and will likely regret it in the end. The extremes of frugality and overspending are the same sin on opposite sides. They are both selfishness.

We need just 2 more quick ceasefires to break Nifty ATH 🤡 #nifty50 #sensex

@kbbothra TACO indicator

And ceasefire announced.. Someone definitely knew something 2 days back ….58k coming !!!! #banknifty

The observant person finds many teachers.

you only have to be right (with size) once

Dear American citizens, whatever you wish more German citizens would have done in 1933, do that now.

@Atulsingh_asan What about people who are perpetually bullish? 😜

Stay away from those people who are talking and posting bearish tones now.

@iancassel Indeed he has, but not in a great mood though x.com/i/status/20407…

Happy Easter - He has risen!

@atulmodani Sir, Netanyahu should have been kept in check by so called international laws which he clearly never abides by. Trump is a buffoon, no doubt. But, this is analogous to blaming Sitaraman for taxes and praising the ruling party for other things.

Donald Trump One of the worst leaders in the world in recent times such leaders are threat to humanity and world peace. #MAGA #USA #IranWar

@1shankarsharma A nation's habit of building something cannot always start straight from deep tech or defence. It depends on your political atmosphere, how friendly your neighborhood is and what resources you have. That habit has started and will take shape as we progress.

Looking at the remarkable success of Iran's tech in missiles, drones, infrared tracking etc, I am convinced it's because they don't have a stock market. Their engineers build real products instead of food & lipstick apps for 500x PE. India's real teji will start when India has a 5-10 year bear market, and people go back to building real businesses instead of the fluff that gets billions of dollars of mkt cap these days.