Rahul Maheshwari

@sanjaymehta @kavipradeepfan @thuncommonman Rajiv Gandhi is history. The real question is simple: how many major IT companies have been built since 2014, and how many might struggle to survive in the next couple of years?

@fropky @kavipradeepfan @thuncommonman What is your argument? Spell it out for me. If you can. I don't understand moronese, moron.

1965 : CSI started 1968 : TCS started 1972 : Patni started 1976 : HCL started 1978 : PCS started 1980 : WIPRO started IT 1981 : Infosys started 1984 : Rajiv Gandhi became PM & brought Computers in India So what these companies were doing all those years? Selling PAKODA's?

@mumbaicaptain @thuncommonman The so-called pakoda government has been in power before and after that period. How many major IT companies were established after 2014? And at this rate, quite a few might struggle to survive in the next couple of years under the same regime

@fropky @thuncommonman 1980 wipro ventured into IT

@sanjaymehta @kavipradeepfan @thuncommonman Right, because declaring something incoherent without addressing a single point is the gold standard of critical thinking now. If dismissing arguments without engaging them counts as experience, you must be a veteran by now.

@fropky @kavipradeepfan @thuncommonman If you have a point make it. Incoherent babbling just exposes your lack of experience, lack of critical thinking skills.

@sanjaymehta @kavipradeepfan @thuncommonman Elite analysis. Reads a timeline, misses the point anyway. No one said Rajiv Gandhi ‘invented IT’ it’s about policy push & scale, not discovery. And that ‘nothing to do with BJP or pakodas’? Sure, coz that sarcastic punchline just magically appeared out of nowhere.

@fropky @kavipradeepfan @thuncommonman The original post is just pointing out that Rajiv Gandhi was not the initiator of computers or "IT" in India. Nothing to do with BJP or pakodas. You seem to have brain damage from banging your head on the floor five times a day.

@Curious_Com_ Just wait until the elections are over. Mocking others’ problems isn’t a great trait. It only attracts negativity even from those who already wish us harm, like Pakistan.

Pakistan Fuel Prices (Pakistan RS) Petrol : Rs 458 Diesel : Rs 520 Aur inko Kashmir Chahiye 😂

@rocky_indian7 @thuncommonman Before AND after that year, Modi ji was ruling… right? So how many big IT firms actually got created? Or are we just pretending ‘growth’ exists? At this pace, some IT companies won’t even survive the next 2 years. But sure, keep missing the crux

@fropky @thuncommonman 1980 : WIPRO started IT Written very clearly !!

@rocky_indian7 @thuncommonman kaash thoda padh likh lete…

@fropky @thuncommonman Yeah dhakkan Stock research analysis karta hai !! 😭😭😭😭😭😭

@kavipradeepfan @thuncommonman I haven’t used any abusive language, unlike you. That says enough about the level of discourse on your side.

@fropky @thuncommonman Keep talking. The more you talk, the more you expose that you are an idiot. True piddi. Just like your boss Pappu, you don't know when to shut up and save what little reputation you may have left.

@InvestorOfJAMMU Drugs patented in the USA can’t be exported back to the US without tariffs. Isn’t this exactly the kind of business we do well?”

US imposed 100% Tariffs on patented drug import🚨🚨 I think Indian Pharma companies are shielded as we have nothing to patent.

@NalinisKitchen A single FIR is enough to expose Gujarati nerves.

My statement on FIR.

@kavipradeepfan @thuncommonman ‘Selling pakodas’? Most IT giants were founded during Congress rule, starting with calculators & circuit boards. But sure, let’s pretend IT was invented after 2014. Funny how people forget who laid the foundation for their rozi-roti. Where I come from, we respect that

@fropky @thuncommonman What facts? He clearly gave dates for the different companies, including Wipro IT. You made a dumb, incorrect statement. Once you get your facts right, come talk to me.

@kavipradeepfan @thuncommonman Naam change karne se logic upgrade ho jaata hai kya? Jab facts uncomfortable ho jaate hain tab log personal ho jaate hain. Tumne textbook example de diya

@thuncommonman @fropky Woh Rahul Maheshwari nahin Rauf Mohammad hai. Na usse theek se padhna aata hai, na samajhna.

@thuncommonman Can you read the year and BJP ruling year? your post contradict that.

@fropky Bro can you read properly whats written specifically said IT

@thuncommonman One more clarity. All those year BJP was not ruling India.

@thuncommonman Wipro started as a vegetable oil company, not a petroleum oil company

@PingiPitari @thuncommonman Wipro is owned by a muslim.

@fropky @thuncommonman Palm oil from muslin countries. India used to export edible oil around independence . They got palm oil and even got them distribute in ration shops destroying local Telis and oil-seed growing farmers.

@IndianTechGuide Just because most people have 1 GB Limit Plan.

🚨 Average mobile data consumption per user per month in India. 2021 - 17 GB 2022 - 19.5 GB 2023 - 24.1 GB 2024 - 27.5 GB 2025 - 31.1 GB (Nokia MBIT Index 2026)

@RedboxWire can be built overnight

GULF STATES CONSIDER NEW PIPELINES TO AVOID STRAIT OF HORMUZ - FT

Market fell because expectations didn’t match reality. Trump summary: Nothing new. Reiterated continued US attacks on Iran → risk-off. No mention of ground invasion. No comments on uranium extraction.

I've stopped reading Gulf war headlines. Here's what I track instead. We run an India-focused equity fund. 85% of India's crude comes from imports. Half of that normally passes through Hormuz. So yes — this crisis is personal. But the information environment right now is garbage. Trump says the war ends tomorrow. Iran says Hormuz is shut forever. One analyst says $150 oil, another says $60. You can't build a portfolio view on this. So I've narrowed it down to 4 signals. These are priced by people with real money on the line. They don't lie. 1. Ship insurance premiums through Hormuz This is the single best signal. Lloyd's underwriters have billions at stake on every pricing call. Before the war, insuring a tanker through Hormuz cost 0.25% of the ship's value. Today it's 3.5–10% — and almost nobody is buying. A $100M tanker that cost $250K to insure now costs up to $10M. When this drops below 2%, the people with the most to lose are telling you it's getting safer. No press conference can replicate that. 2. How many ships are actually crossing Every ship carries a GPS tracker (AIS). You can count exactly how many cross Hormuz each day. Before: 100+. Now: 8. That's a 92% collapse. You can't spin a ship being somewhere it isn't. Iran is letting some Chinese and Indian ships through, but it's a trickle. When this number crosses 30–40, trade is resuming. You can track this free on the WTO Hormuz Trade Tracker. 3. Paper oil vs real oil This one most people miss entirely. Brent crude (the headline price) is at $112. But Dubai physical — what Asian buyers actually pay for delivered oil — is at $126. That's a $14 gap. It exists because Trump's comments keep pushing paper prices down. Traders call it jawboning. But the refiners buying cargo aren't getting any discount. If you're looking at Brent to assess India's oil bill, you're looking at the wrong number. 4. The mid-April cliff Multiple emergency measures expire around the same time. The 400 million barrel SPR release runs dry ~April 15. The US waiver letting India buy Russian crude expires. Formosa Plastics has declared force majeure from April 1. Right now these stopgaps are keeping the supply gap at ~5 mb/d. Without them, BCA Research estimates it doubles to 10 mb/d — the largest crude disruption ever. If Hormuz doesn't reopen by mid-April, we're in uncharted territory. Bottom line: track the insurance premium, the ship count, the paper-physical spread, and the April timeline. Everything else is noise.