GarudaOracle

Reminds me of option trading frenzy in Indian market a while ago. Boy oh boy this brings back some college memories, I warned my friends not to get into it, but they didn't listen, they lost a lot of money.

Classic sign of late-stage bubble. >After correction/brust negative sentiment likely will be short term. >Impact on India will be either neutral or mildly positive(Non-AI market). > Little chance of affecting global AI-hype bubble. x.com/i/status/20562…

As a Maharashtrian I am so jealous of WB right now 🥺. I have read his articles and watched his podcasts, and loved them. Sanjeev Sanyal shows promise, I hope he gets to achieve what he has set out to. x.com/i/status/20551…

@TheMinuend Hydrogen Truck might be a good fit instead of battery led EV.

High-speed DC hardware, battery swapping, network mgmt & core EV tech could all see major acceleration if govt policy on commercial EV infra shifts from recommendation to directive-led adoption. Interoperable OCPP 2.0.1-style standards could act as a key enabler for India's EV-tech, h/w export.

:) fingers crossed 🤞🏽 x.com/i/status/20537…

DRDO right now be like: Fine… let me bat do the talking… we’ll build everything ourselves.” 🇮🇳🔥 ✅ Quantum Key Communication ✅ LR-AShM test-fired ✅ TARA glide weapon tested ✅ Agni tested ✅ Scramjet runs for 1200 seconds ✅ Indigenous Vikram & engine progress Missiles. Hypersonics. Secure comms. Engines. Precision weapons.

@Prakhar81420407 Noted, thanks. But aren't we doing this since the Ukraine conflict? What changed now?

@GarudaOracle Import hasn't lowered net imports have fallen meaning we are earning more by refining the oil that balances the cost of imports of crude oil.

This is a great development. Oil & gold together account for 25% of 🇮🇳 imports & if 🇮🇳 can limit both of them, it can help significantly in keeping the trade deficit in check. Already 🇮🇳 CAD has fallen from 2+% in FY14 to just 1% in FY26 & this shift will only speed up the fall.

China put new materials into its 5-year plans starting in the early 1990s, That is over 30 years of continuous state-backed investment. Today they control 91% of rare earth refining, 94% of permanent magnet output, and dominate SiC, GaN, lithium batteries, and solar-grade silicon. Everyone else woke up to this around 2023 when export controls started biting, US now has exactly one rare earth magnet maker. Europe got fewer than a quarter of its license applications approved by Beijing. 30 years vs 5 years of catch-up, That gap doesn't close fast at all New materials sounds like a boring academic label nobody would care about, That is the whole point. It is the upstream layer that controls every downstream industry people do care about. EVs need rare earth magnets - China makes 94% of them. Advanced chips need SiC and GaN wafers - China leads there too. Solar panels need high-purity silicon and special alloys. Defense systems need carbon fiber. By quietly owning the materials layer for 3 decades, China built the chokepoint for every other country next-generation products. The boring stuff turned out to be everything. Look at the sequence in that chart. China didn't try everything at once. Biotech and aerospace went into the 7th plan in 1986. Semiconductors and materials came in the 8th plan in 1991. Robotics and EVs showed up around 2011. Quantum got added in 2021. Each layer feeds the next - you can't do advanced chips without materials, can't do EVs without batteries and magnets. This is industrial policy built as a stack, where each 5-year cycle adds capacity that the next one depends on. Not a wish list. A build order. This whole chart traces back to a letter 4 Chinese scientists wrote to Deng Xiaoping in March 1986. He approved it in two days. That became the 863 Program - 10 billion RMB upfront, covering biotech, new materials, automation, and energy. It ran for 30 years across multiple leadership changes before merging into a bigger national R&D program in 2016. Over 40,000 researchers, 5,200 projects, 30,000 patents. Most countries write strategy documents that get forgotten after elections. China wrote a build order and funded it for 4 decades without a gap. If yu are Love Politics & Deep Expertise on China then only Yu will Understand Why China didn't fail :) India has the world 5th largest rare earth reserves but still imports 80-90% of its magnets and processed materials from China. We launched the National Critical Minerals Mission only in January 2025 with ₹16,300 crore. China started putting new materials into five-year plans in 1986, that's a 39-year head start on the same supply chain. India has the geology. What we don't have is 4 decades of refining, processing, and manufacturing investment stacked on top of each other. Reserves in the ground mean nothing without the processing chain above it. New materials is the root of every other row on that chart. You can't make EVs without lithium batteries and rare earth magnets. You can't make advanced chips without SiC and GaN wafers. You can't do aerospace without carbon fiber and special alloys. You can't do quantum without high-purity optics. China didn't invest in materials alongside other sectors, materials was the layer that made all of them possible. That's why it shows up so early in the timeline. Own the inputs, and you decide who gets to build what. Other Nation Only Achieve if they do Multiple Partnership and JV with targeted Timeline not just MOU to show off :)

India spends 0.6% of GDP on R&D, South Korea does 5.2%, Taiwan does 4%, US does 3.5%. That gap existed before, but it hits differently now because AI runs on hardware - chips, memory, compute clusters and all of that comes from deep R&D spending built over decades. India skipped that step. We built IT services on cheap labor, not on research. Now when the world wants to bet on who makes the AI infrastructure, India has nothing on the table. Sharma is just saying what the numbers already say. When Yu Correlate with Economic Mcap India is going to learn hard Lesson Sharma says he never seen this much foreign investor apathy toward India in 30 years. But Google put in $15B, Microsoft $17.5B, Amazon pledged $35B - all into Indian AI infra. So what's happening? Portfolio investors and strategic investors are looking at two different Indias. FIIs want stocks that ride the AI wave, they don't see Indian companies in that game. Hyperscalers want cheap land, young engineers, and a 20-year tax holiday. They see India just fine. The money is coming, just not through the stock market & I like this Boring Hard FDI Investing in India this is what i personally Wanted Hard FDI means that not easily moveable like Building Something Physical In 1999, the tech boom needed coders. India had millions of them at a fraction of US cost. That's how Infosys and TCS became global names. AI current phase is different, it needs fabs, GPU clusters, power grids, and memory chips. None of that is labor-driven. India biggest strength - cheap skilled talent, doesn't matter in the hardware buildout stage at all. The talent part kicks in later, when AI moves to applications and deployment. We're just not there yet. Hope india will focus at least in Long term Infrastructure

@lc26a7l8v2tjcvp Besides you are 100% Arab/Turkish/CA blood 😂

@lc26a7l8v2tjcvp India has twice as many IVC sites as Pakistan, including the biggest one, IVC people practised Hinduism, Hinduism~Sanatan Dharma, IVC declined and the people moved towards east, today they are Ancient Ancestral South Indian. Don't speak on things you don't know about.

@CrystalTeflon @Prakhar81420407 Unfortunately they cannot drop him now, because of British anti racism laws🤕. F*ck SRH

Looks like Sunrisers Hyderabad has forgotten that they belong to Hyderabad in 🇮🇳 not the Hyderabad in 🇵🇰. Incredibly shameless move given this fellow Abrar is quite a vulgar terror apologist. SRH should be boycotted if they don't reverse this decision.

@Kyangs_Thang @Zoomerjeet "Squid Game" Pradesh 😂 I will use this expression to describe my daily gymnastics on Indian roads from now on. 😂

@Zoomerjeet 10k steps kahan se hoga Squid Games pradesh me

This still forgets the basics. The environment you are surrounded by the moment you step out of your home, how could you all forget that? Open sewer holes, struggling to avoid vehicles on the filthy road they're walking on. It's sad that people have accepted these things as a part of their daily life.

@iamagoodman321 @prasannavishy US is an example of this, people there are fed up with this open "corruption", that prioritizes company interest over people's interest. State funding of elections is a good idea, keep the vested interest of "others" away from our democracy.

@prasannavishy "electoral bonds" with total transparency.

I’d be surprised if this is the “reform” being planned. But it does remind one that karma has a long memory. L.K. Advaniji repeatedly warned that opaque political funding fuels large-scale corruption and persistently argued for state-supported funding of elections as an equaliser. At the time, a Congress drunk on power, stashed with shitloads of cash and its media durbar used to mock him as a perennial loser. Even today, for all its flaws, electoral bonds is still better than the Congress-era cash-and-carry funding model.

Night weddings happen in North India because Hindus were frequently targeted by Mughals who would raid, loot, and kidnap women during daylight, often forcing them into harems. Night weddings became a tradition after the Dulla Bhatti incident. x.com/i/status/20298…

@Vrisha_MD @choga_don Not because of Mughal rules but because of their atrocities. N.I. Hindus were frequently targeted by Mughals who would raid, loot, and kidnap women during daylight, often forcing them into harems. Night wedding became a tradition after the Dulla Bhatti incident.

@choga_don In Maharashtra there are no night weddings. In north the Mughal rules probably brought night wedding custom.

Arjun Tendulkar got married to Saaniya Chandhok. Unlike jeetas, they didn't do any drama. >Wears Janeu (Yagnopaveetham) during his marriage >No night pheras >No crazy bridal entry like Bullet or cranes >No drones flying on roof>No cringe dance moves and reels. This is how a perfect Hindu wedding looks like.

I have been receiving life-threatening calls and abusive messages against me and my family after the TV program I hosted about the Iran-US-Israel situation. In that program, I clearly said that our national interest must come first and that nothing should be done that harms the country or disturbs law and order. Since then, some people have started calling me, challenging me to “come out if you have guts,” and spreading videos and posts against me on social media. Threatening someone for expressing a viewpoint about national interest is unacceptable. I want to state this again, clearly and firmly: Nation first. National interest above everything else. Violence, intimidation, and abuse will not silence anyone who speaks for peace, stability, and the country. I request the authorities to take note of the threats being made openly on social media and through calls. My family should not be targeted for my professional work. I will continue to speak responsibly and stand for what is right for the nation. @PMOIndia @narendramodi @AmitShah @OfficeOfLGJandK @manojsinha_ @JmuKmrPolice @SrinagarPolice @MIB_India

@Kyangs_Thang @Kartrag4991 Also, canals need to be operated and maintained, so even if it is built it would still be cheaper to use the strait of Hormuz route in both peace time and/or after Iran War.

@Kyangs_Thang @Kartrag4991 It's not practical to build a canal when a shorter route is just around the corner, The only purpose of this would be this exact geopolitical event. And this event may only last a few weeks. So, why build an expensive canal just to be used in this situation.

Need to build a modern age Canal from Dubai to Muscat where ships can pass