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@Fintech03 good start. tracking. other players in this space are in version 5 of this stuff not a new concept. been there for a while

Amidst all the SM noise, we did not celebrate Vimag labs enough. They built India’s 1st software-defined, magnet-free electric motor platform. Standard EVs rely heavily on Permanent Magnet Synchronous Motors. These require physical, rare-earth magnets embedded directly into the motor's rotor to create a magnetic field. Vimag Labs completely eliminated the physical magnets. This is a win for cheaper EV manufacturing, but the real, strategic importance of what they did goes far deeper into global geopolitics & structural engineering: - The global processing capacity & supply chain for rare-earth materials is overwhelmingly controlled by China. By engineering a completely magnet-free motor, Vimag Labs quietly handed automotive OEMs an escape hatch from a massive geopolitical supply chain vulnerability. - Vimag Labs designed this architecture to scale up into massive high-power systems ranging b/w 200 kW & 600 kW. This means the software-defined, magnet-free platform is directly targeted for critical, heavy backend sectors: defense applications, robotics & advanced cooling infra, allowing India to build high-performance military & industrial hardware entirely free from foreign mineral dependencies. - The breakthrough is the result of 87600+ (~10 person yrs) engineering hrs spent by co-founders Manish Seth, Rahul Krishnamurthy & their team. They built a massive IP pipeline (including 5 granted patents, 10 active applications & 15 trademarks) & signed a manufacturing MoU with Jendamark to scale the physical production of these motors right out of India. Vimag labs handed a rising nation the ultimate industrial escape hatch: a future where our engines run on Indian brainpower, while leaving the rest of the world fighting over the dirt. 🙏🙏

@TheMarketPupil @Akshat_World should have sold RKLB along with SpaceX pump

@Akshat_World Agree with you on investment concentration - I am neck deep in $RKLB since it was $3 - riding it and planning to retire with this

I have close to 5Cr riding on Meta. And, I plan to retire via this stock. Here is my plan:- This concept is called position sizing. 1) In the past, I have bought small-small positions on stocks that I trusted. Even if it went up by 100%, it didn't do much to my overall net-worth. 2) If the stock fell, I used to panic. But, not anymore 3) If I have done my due diligence. I am okay investing 5%-20% of my portfolio on 1 single stock. 4) Step 3 allows me to handle temporary problems on a fundamentally good bet. 5) Eg. if Meta falls by another 30%, I am okay doubling my positions from here. 6) I will in fact go ahead and sell a put option before hand. This lowers my cost basis on the stock I am not aiming for META to go up by 100% from here. Even a 30% cycle done twice, will build crazy wealth for me & my community. Let's see how that goes.

@florianederer when the ball comes of your own team mate, it doesn't count as hand obstruction.

What's the explanation for not awarding a penalty here?

@onlyusedtesla pretty sure the 1st owner bought it for 85K after discounts.

yes yes i got in a 2026 Gravity. Touring. $84,000 ! 9,750 miles. Excellent condition. Clean title. Adult owned. No Accidents. Garage kept. Non-smoker. ✅ DreamDrive™ Pro (Hands free driving for life!) ✅ Dynamic Handling Package ✅ Comfort & Convenience Package ✅ Luxury Seating Package with 18-Way Power Front Seats ✅ Surreal Sound™ ✅ 7-Passenger Configuration ✅ Tahoe Leather Interior ✅ Stealth Appearance Package ✅ Power Package ✅ Towing Package ✅ Dual-Motor AWD ✅ 20” Front / 21” Rear Onyx Wheels

@MelvinInvests where is HBM in the picture/table ?

This chart is the most bullish thing you'll see on memory all year (Save this). DRAM prices are up 250–300% in 2026 and Goldman's June update, revised significantly upward from their January forecast now projects another 300–350% increase on an ASP basis in 2027. The heat map is still deep red through every single quarter of 2026 and well into 2027, with no meaningful easing anywhere on the horizon. The reason tightness keeps getting worse rather than better is that every new generation of AI chip consumes exponentially more memory. A single Nvidia Blackwell GPU requires 192GB of HBM3E, 8 stacks, 24 chips, all running at 8 TB/s of bandwidth and the Rubin generation coming next will require even more. Hyperscalers are deploying these by the hundreds of thousands and Goldman projects combined hyperscaler capex approaching $1 trillion by 2027 with a meaningful percentage flowing directly into memory procurement. Micron's CEO has said they can only satisfy 50–65% of medium term HBM demand and no meaningful new capacity comes online until late 2028 at the earliest. When your biggest customers, Microsoft, Google, and Amazon are reportedly offering to fund your fab construction just to secure supply, that is not a sign that this trade is over. This chart is not saying this trade is over but rather that the next chapter is just starting. Long Micron and make sure to follow @melvininvests for more updates around Memory trades.

@AntonioTweets2 Steve explains it better. This all started in 2021 youtube.com/watch?v=vzn-f1…

Many many stories like this emerging from Canada.

@AntonioTweets2 i dont get it. Banks, Realtors, homebuilders, city planners, Mayors all benefitted selling that 850K zero-lot in any subburb and 1.25Mil highrise condo toronto. govt schemes in name of housing affordability. where was your reasoning then?

@jasonscheer offside

Someone walk me through what Matt Turner is doing here

@Roblox_1212 @2000Notran71915 @007_dungeon @Dheemanthredy @fatherofwest @Dhruvapandey Kunshan MicroElectronics and Chongqing Yuhai Precision Manufacturing Dixon gets the precision engineering from these 2 companies. they are JV indeed.

Big Update from Dixon 🔥 - India first camera modules & display module factory becoming a reality now - They are ramping up the full production of camera modules & will open a display module factory in upcoming 4 months. - Reduction in the imports of camera & display modules

@dylan522p i fixed it for you

@wtfAnurag GaN

Tech like this is the reason I will never switch to iPhone. This adapter is as slim as Apple's regular adapters and packs an insane 120w.

@Varun55484761 dilution refrigeration tech is dead on arrival. universities used it 5~10, industry has moved away from it.

Amaravati Quantum Valley has achieved a landmark milestone with its indigenous Dilution Refrigerator successfully reaching 4 Kelvin (-269°C) This achievement marks one of the most important advances yet in India’s quest to build a complete homegrown quantum technology ecosystem

@Varun55484761 this refrigeration is a dead tech to begin with. industry already moving on to other implementations in quantum. this tech was used mostly in universities and not for production large scale purposes

India developed Dilution Refrigerator. Dilution refrigerator is one of the most critical enabling technologies of the modern tech frontier. Without it, the race to build a practical quantum computer would bd impossible ​1/2

@Natute123 3rd one is 90K capacity and expands to 105K. should be 1st in your list

Who is going to watch FIFA live? Which stadium you can visit easily?

@meenakshei is that plantain chips on a salad ? 🧐 what restaurant

Peru is one of the cleanest places. Even the public bathrooms are cleaner than those in the US. And it feels very similar to India, they even have stray dogs :) and the food is just 😋

@pequityresearch following

There is a lot of information on gas turbines I have captured. When this article is released, please provide your feedback on it. FYI: I am not an engineer, so this involves a lot of self studying and trying to break it down into simpler words.

@IanCutress @intel @GlobalFoundries @ASMLcompany @Samsung N should be NVDA. where did NIKON come from ?

Please remember, we all stand on the shoulders of

@Varun55484761 so you conveniently copied a $400Mil machine that takes 2 years to manufacture with upfront payment contracts.

Bharat Forge enters billion-dollar semiconductor industry, working with 3 of world's top 5 chipmakers. Baba Kalyani Bharat Forge is working on a new semiconductor project & is collaborating with several companies to manufacture parts for lithography machines.

@SMishra61 congrats! would you care to say what specific AI/ML stream were you focusing on?

First in my bloodline to have a name on the Apple board at WWDC 2026. From my college board to @Apple Park, Cupertino. Still doesn't feel real #wwdc2026 #ssc2026

@steve_hanke (add to my previous reply) will be missing - actuator cycle: foundation of Robotic humanoids

#IndiaWatch🇮🇳: India’s stock market was worth more than 2x Taiwan’s and 3.5x South Korea’s just 18 months ago. Today, FT reports that both Taiwan and South Korea have OVERTAKEN India. INDIA'S MISSED THE AI PARTY.