vishal

In defense of Indian 🇮🇳 democracy! During Prime Minister Narendra Modi most successful visit to Norway a minor incident happened. A Norwegian journalist demanded that the prime minister starts holding press conferences. She claimed that Indian democracy is in bad shape. May be its time to pause? May be its time to be a bit curious to the world’s largest democracy? Two weeks ago five Indian states and territories held elections. The turn out in the battlefield state of West Bengal was 94%. In the last local election in Norway it was 62%, in many European local elections turn out is below 50%. Can voting in massive numbers be a signal Indians trust their democratic process? In the same election BJP won big in Assam and West Bengal. It lost even bigger in Kerala and Tamil Nadu. Can this diversity be a signal that Indian democracy is reflecting the will of the people? The journalist referred to a democracy ranking putting India at 157 in the world, behind many dictatorships and deeply troubled states. When a ranking is so obviously contrary to common sense, why not ask critical questions to those making the ranking rather than demand that leaders shall comment on nonsense? I recommend Salvatore Babones book “Dharma democracy”. The book debunks convincingly the flawed methodology of these rankings. It was referred to a ranking claiming it’s very dangerous to be a journalist in India. Reality is that it is more dangerous to be journalist in the US and far more dangerous in the vast majority of other nations in the world. Let’s be real. India is not perfect. Of course there are incidents. India has a population the size of North America, South America and Europe combined. But India is much more peaceful than Europe or the Americas. That’s remarkable - given the ethnic, language and religious diversity of India and the many development challenges. Unless we consider democracy a form of government only suited for some very small, peaceful and homogeneous Western European nations, may be we should commend Indian democracy? India is the only major former UK colony which became and has remained a democracy. Its sometimes claimed that the Brits taught India democracy. If that was the case why isn’t Myanmar or Pakistan or the Gulf kingdoms democracies??? Reality is that Indian democracy is both homegrown and extraordinary successful.

#PEDDITrailer is here 😊 bit.ly/PeddiTrailer #PEDDI in cinemas worldwide from June 4th!

Was absolutely a pleasure to be on podcast with @_soniashenoy . Enjoyed a very in depth discussion on my investment journey, investment process and for whatever it's worth on my life journey. I have discussed my successes and failures. Please take my views on timing of entry/exit and specific stock examples with a handful of salt as it's very subjective based on my analysis which can go completely wrong. Focusing on the process may be little more accurate. This was probably my longest podcast and refreshingly Sonia also touched upon things beyond investment and money. I have shared my way of living life and looking at various aspects of life. Again this is what's worked personally for me. Hope it adds some value. youtu.be/-nzo0RcwQkg?si… via @YouTube

@NIKHILLJHA @TheSquind Same advices i also seen from nikhil... Sometimes he don't even try to give a new policy by any means. I think sometimes may be he is not interested in getting business

Bhai din me 50 logo ko th mana karty hai port nai karny ki … Logo ko ye nai bol rahe hai ki humse loo … bol rahe hai ki prblm hai inke sath me baadme apko bhi ayga phle se inform kar raje hai … Kuch bhi bolny ki hadd hoti hai … phle profile pe chck karoye aap ki hum karty kya hai and fr commision ki baat kariyega th bettr hoga …

Bro discovered the easiest business model: > Shit on Biggest Insurance Providers daily > Watch port requests flood in > Hercules Advisors collects commission Conflict of interest ka bhi hadd hota hai bhai. At least be honest you’re running a porting factory, not Consumer Court. 😂

@Tech_glareOffl Tati munjulu

What do you Call These at your Place ?

@DeepikaBhardwaj For our state andhra pradesh these trails happened years ago

WTF WAS THAT !!!! Never knew my phone can buzz like an Ambulance too !!!

Meet #PEDDI on June 4th ❤️‍🔥 See you in Cinemas.

@MarketScientist Yesterday had a fantastic meetup with Mr Praveen ji,4 hours simply passed discussing upon various topics. Many discussions on how to read financials, technicals, markets, psychology behaviour, mistakes of others. Thanks for the teachings and also a coffee

@Somya_Crazy Tourist spots, adventures and religious place and shopping

a friend is building a project that caters to small businesses what do you guys search for if you are travelling to dehradun or other places in uttarakhand?

@NIKHILLJHA Minimum deductible

what you will choosee ?? A minimum deductible of 25k ? OR co -pay OF 20%

Here is the 5th business of the 20 unique businesses. This one is from the world of pharma. It is a company which truly stands by the complete Integrated facility across the entirety of the CRDMO cycle , along with unique CDMO molecule pipeline which does not have a single molecule dependency unlike most others. One of the only CRDMO companies in the country that is able to execute well and grow at a faster pace at the same time... Most Indian companies do ONE of these. Sai Life Sciences does ALL THREE. This is the story of India's most integrated CRDMO and why it could be a structural story. Let's understand the why behind it!

This 2-hour Stanford lecture breaks down how models like ChatGPT and Claude are actually built, clearer than what many people in top AI roles ever get exposed to. Save this and set aside two hours today. It might end up being the most valuable thing you learn all week.

@NIKHILLJHA Will these be given for a diabetic patient

Conclusion:- In times of rising illnesses, A critical illness policy is a must, A critical illness policy can help fighting critical illnesses in a better way

🚨Critical Illness policy-A Compulsory requirement now? If you are diagnosed with critical illnesses like 🩺Cancer 🩺Heart illness 🩺Kidney diseases etc Your Health insurance policy pays for your Hospital bill, But, What about the loss of employment? A critical illness policy will help you with Lumpsum payment in case of diagnosis of Critical illnesses A thread🧵on critical illness policy and why is it necessary?👇

What's even more unbelievable in the world of semiconductors is the fine-tuning, maintenance, and cows! Yeah, cows! Walk into any semiconductor manufacturing cleanroom, and you’ll find the lithography machine is always king. The most expensive tool is also responsible for the most critical part of the production process, so it’s vital that it’s kept running at full power at all times. The other machines are less of a strain on the wallet and handle the rest of the steps, such as etching, heating, and applying new layers to the wafers. In between all this, the discs are also constantly measured to check that the layers of the chips are still properly aligned. Lithography machines will work between 98 and 99% of the time if they receive regular maintenance. Just like on a highway, with planning, you can easily minimize disruption by redirecting tasks and traffic to other production lines. It’s the crashes, the unexpected ‘tool down!’ warnings that deliver the most economic damage. And no siren will sound to tell you. They’re usually disconnected: there’s enough noise in the factory as it is. If a malfunction is expected to last more than 48 hours, it is better to switch the wafers to a different production line and take the reduced yield on the chin. This leaves the robots waiting patiently in line while the ASML employees scramble to diagnose and revive the patient. ‘It’s like needing to solve a difficult puzzle,’ says engineer Gang san Kim. ‘When you find the solution, the relief is enormous.’ You need nerves of steel to handle these delicate devices. Chip factories might be fully automated, but you can never fully escape human mistakes: loose cables, a missed bolt, falling tools, a fingerprint, or a scratch on a lens. But the worst thing to happen in a cleanroom is water leakage or damage to the mask. This is the unique blueprint with the chip structure, and it costs hundreds of thousands of dollars to replace. As soon as something is wrong with the masks, the top bosses in the factory swarm around the machine. ‘Too many captains, not enough crew,’ as Kim says. The managers watch anxiously while he delves under the hood of the machine to find the problem. They dare not get involved – they know the body of wires and lenses is far too complex for them to interfere with. It can take weeks to untangle the Gordian knot. And if ASML’s legion of nurses can’t work it out, the specialists in Veldhoven are summoned. Time is everything, so the longer a problem persists, the higher up the chain of escalation it goes, all the way to the original designers themselves. Wim Pas remembers his white whale clearly. The site manager for the TSMC fabs north of Phoenix ran into trouble with a notorious immersion device; it would inexplicably produce faulty chips for two hours after every restart, and then run seamlessly as if nothing had happened. It took months of research to figure out why. The second the machine stopped, five droplets of water would fall on a layer of glue, causing it to expand by just a few nanometers. This was all it needed to throw off the chip pattern. And once the moisture evaporated, the glue would shrink, leaving no trace of any error with the machine. Problems like this only come to light in the harsh reality of the factory floor. Even with years of meticulous planning, half the issues these machines face could never be imagined. This is exactly why ASML leaves the fine-tuning of the design for when the engines are running. It is also the only way to find which parts wear out too quickly. As Pas says, ‘It’s only here that everything wrong with the design reveals itself.’ Then you have to hope the spare part is available – with a device comprised of so many different components, it’s almost impossible to predict and prepare in advance for what will be the first to go. ASML’s sales department takes care of negotiations with the chip factory over which improvements fall under the warranty and which upgrades they have to pay for. The service engineers steer clear of any financial discussions. Their day-to-day work on the floors of the fabs is pressure enough. They’re on the ground, right in the line of fire: they can do without the distractions. The lithography machine is eventually optimized using special ‘recipes’. Like a Formula 1 car getting a separate tuning for each circuit, the machines are carefully fine-tuned to the type of chips that are being produced. Chip manufacturers want each device to operate at ‘full capacity’, but as Wim Pas explains, not every machine is identical. ‘Imagine you buy two identical cars. But one can reach 150 kilometers per hour, and the other 180. It’s my job to convince the chip manufacturers to be happy about having a faster car and not to moan about the one that stops at 150.’ Just as Coca-Cola won’t give away its secret recipe, formulas for the chip manufacturers' production are kept close to their chests. However, if you tinker too much and create problems with your machine, Veldhoven will be in touch to find out why. Unforeseeable complications aren’t limited to the mechanics of the machines. Despite their best efforts, the cleanrooms can’t always keep the outside world at bay. Earthquakes and atmospheric pressure fluctuations due to thunderstorms can easily disrupt the lithography process. Or cows. Intel once faced an inexplicable drop in yield every night for a few hours, with researchers running in circles until they finally realized the cause: cow farts. Every night between 1 and 2 a.m., the wind would change direction and methane gas from nearby dairy farms found its way into the cleanroom through the air purifiers. The extra gas from their sleeping neighbors was enough to affect production and drop the percentage of flawless chips produced in this time window. Filtering the gas wasn’t possible, so Intel had to pay for three farms to relocate. Since then, everyone scouting a location for a chip factory knows to keep an eye out for cows. Src -Focus the ASML way, book

TTD has announced the schedule for the release of various darshan and accommodation quotas for July 2026. Read more 👇

Mega Thread: Apr’25 – Mar’26 12 Months, 5-min Stock Ideas, Multiple Tweets Days Gone 365. Efforts Consistent. Thread below 👇🧵

@NIKHILLJHA What could be the approx premium for a couple of aged 53 and 50 years?

More updates on HDFC Ergo Optima Secure+:- Age of entry has been restricted to 18-60 years as of now. This means Senior citizens' entry will be restricted for now, Senior citizens will have to stick to the older Optima Secure only!

@ShreyaShah22 Congrats on your new car and new house🤪🤪

25/25 : Closing 🔚 So investors should stop looking at "tips" and start analyzing "cash cycles."To see the whole video the link is below :- ​Masterclass:[youtube.com/watch?v=JBpTfz…] ​#StockMarketIndia #ValueInvesting #Healthcare