@theliverdoc @IndianExpress Vit D3+K2 is a must for many indian 40+ old sitting in office
It is fat soluble so take it with your biggest meal(lunch)
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Dear friends, please read this invited article I wrote for @IndianExpress on the myth of immune boosters, with a note on vaccines. Kindly share with your friends and family. This is a #mustread, lots of doubts cleared.
Why Vitamin C and immunity boosters are not what you need:▶️indianexpress.com/article/health…
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@theskindoctor13 Where TF are affected parents in support of the whistleblower
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A daycare employee at Capgemini's Bengaluru campus couldn't bear the abuse of the kids at the centre.
She reported it to supervisor, but instead of taking action, they fired her. She then became a whistleblower and leaked videos that exposed the abuse.
In the videos, toddlers were made to sit inside the drum of a front-loading washing machine, had water sprayed into their mouths using a toilet jet spray, were locked inside bathrooms, and were forced into narrow, water-filled pipes to frighten them. The videos triggered outrage, forcing authorities to act.
Today, according to media reports, the police have arrested the whistleblower only for allegedly "leaking sensitive videos." Lol! What a system! A poor woman with a clear conscience stood up to the powerful and went public, not for personal gain or with any malicious intent, but solely to protect those children. And she's the one who gets arrested.
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@KanekoaTheGreat @FreeBeacon He has time and again mentioned that it’s from his wife’s side of the business family. He is also open to having congress members restricted or banned from trading while serving.
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🚨 BREAKING: A @FreeBeacon investigation reveals Rep. Ro Khanna—who rails against the ultra-rich who "hoard wealth"—lives in a $6M D.C. mansion with a four-story elevator while his family's $340M+ fortune sits in the exact trusts, hedge funds, and LLCs he condemns.
Those trusts made 4,100+ stock trades worth ~$53M in 2025—even as Khanna leads the push to BAN members of Congress from trading stocks—while he claims "zero knowledge" of the trades.
His kids (under 10) hold stakes in three private golf clubs, a $65B wealth firm, and a distressed-debt hedge fund—the same vehicles he attacks—while his wife drives a $190K Range Rover.
Bottom line: Khanna's fortune is built and shielded exactly the way he says the rich shouldn't do it.
freebeacon.com/democrats/ro-m…
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"100 grams of egg contains 13 grams of protein while 100 grams of soya chunks contains 54 grams of protein, which is significantly higher."
— ISKCON Vice President Radharaman
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@NoLimitGains One visit to pediatrician for generic antibiotic will cost you 300$ in US (after paying premium of 270$ per/mo). Your dr. writes an addition T3 in your annual physical and you end you eating 700$ for the cost out of your pocket. If you had to to an ER visit, then pray.
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A retiree explained why he never tells anyone how much money he actually has.
Not his friends, not his neighbors, not even his kids. He gave one of the best reasons I've ever heard. 👇
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@tracyalloway To all worried, US historically spent 3% of its GDP during infra build years, which translates to 1.2-.4trillion spend in today’s money (per year), we are getting there(2027). That also means low free cash flow (a mere side effect)
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Hyperscaler free cashflow projections via Charlie McElligott at Nomura:
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@apolitical45322 Most tourists who come to India are not well off. They come here because it's cheap. Or to spy, make reels.
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Korean American crashes a royal wedding in Jaipur and is asked to leave by security. He walks up to the hosts who enthusiastically invite him to the party. Try doing that in Korea or America.
This behaviour is why India got colonised - Indian kings allowed all sorts of people to enter and scout the country. Moinuddin Chishti came to India in 1192 CE to preach Islam but he was actually a spy who was gathering intelligence for the subsequent invasion of Muhammad Ghori.
Similarly, the kings of Kerala allowed complete freedom to Muslims and Christians to convert Hindus. Today, Hindus are almost a minority in the state.
Many Koreans are evangelical Christians and could be working for the CIA. This royal family has zero Shatrubodh to understand this.
Interestingly, nobody in Rajasthan respects the Jaipur and Jodhpur royal families. But Mewar is completely different. No royalty there would allow a rando tourist to crash their wedding.
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@HormuzLetter Iran is acting so pathetic begging for an apology
Just leave fg.ts and warm up the missiles already
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BREAKING: Iran says its negotiating delegation will not return to the Switzerland talks until Trump personally apologizes for his threats today and Israel fully withdraws from southern Lebanon, with Iran's delegation plane already repositioned to Zurich ready to fly back to Tehran, per Al-Mayadeen.
This comes after Trump told Fox shortly before his Truth Social post that if Iran closes the Strait of Hormuz "you won't have a country" and "you won't even make it BACK to your f**king country," as a direct assassination threat against the Iranian delegation.
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I don’t understand who is going to invest in a $300 billion reconstruction fund for Iran. The U.S. is not doing so, and why would the Qataris or any other country in the Middle East that was just attacked by Iran invest one penny to support Iran’s reconstruction?
Most of the damage inflicted on Iran was directed to military targets. Why would anyone want to help Iran rebuild its military capabilities?
Even if the funds were limited to humanitarian-related infrastructure, if there is such a thing, money is fungible, and we know the first freed up dollar will go to rebuild Iran’s ballistic and nuclear capabilities.
What am I missing?
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@BuzzPatterson Yeah it’s the covering of your health bill where we’ll get you
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An Aussie discovers Texas Road House for the first time. Epic!
The World Cup needs to be permanently held in the US. It offers the most for the teams and the fans. 🤣🇺🇸🇦🇺
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@TheClubJunto Good idea, I would add these cos setup a separate acct (like PF) and start accumulating severance for all employees (2 weeks fixed n then every week for a year served) retroactively. If employee leaves on their accord they loose the claim, if they get fired then it is theirs
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IT’s Wake-Up Call
(1) Vishal Sikka says IT companies should go private. Public shareholders’ quarterly mindset will bring doom. (2) Reddit super thread of Bengaluru IT developers shows what’s coming.
Dr. Sikka’s Radical Recipe 2.0
a. Ten years ago, when no one had heard of AI, Vishal Sikka made a revolutionary move for Infosys to invest in OpenAI. Yesterday, Dr. Sikka made an equally revolutionary suggestion – but this time Murthy cannot fire him for it.
b. Dr. Sikka to CNBC India: “The tsunami has hit us. It’s not Vishal Sikka saying it. The water is already in our living room. It will wipe out the older ways of doing things. To me, the big question is how quickly do you pivot – that is, IF you see the urgency.”
c. Self-Disrupt – Go Private: Dr. Sikka says IT companies should go private. “Being private would afford you the independence to make the radical changes that are necessary.”
d. Indian IT companies are hamstrung by quarterly earning calls, retail shareholder optics, and promoter dividend dependence. (Example: 72% of TCS dividend goes to Tata Sons for funding other group companies). So, they cannot make the existential reinvention required to survive.
e. Dr. Sikka gave the example of Netflix. When Netflix decided to abandon its highly profitable DVD rental business entirely and pivot to a 100% streaming platform, it was a near-death choice.
Revenue dipped, stock crashed, shareholders complained, but Netflix extended its life cycle by decades with the bold self-disruption. Its competitor Blockbuster did not make that choice, and died.
Accenture’s Warning Bells
a. Accenture has cut its full-year revenue growth guidance. The CFO said: “More of the guidance range is in play.” Translation: things could get worse.
b. Year-to-date, Accenture already has 104 client orders of $100+ million each. But the gap between AI bookings and AI revenue realization is becoming a growing concern at every analyst call.
c. Morgan Stanley CIO Survey 2026 shows that overall IT budgets of companies (clients) will grow at 3.7%, but IT services budgets will grow at 2%. Note the difference of 1.7%. It means AI is already eating away 40% of IT services growth.
In other words, total tech spending of clients is not shrinking. But the portion going to traditional IT service providers is being cannibalized by in-house AI.
Signals from Ground Zero
Analysts have to depend on lagging indicators (evaluating past quarter’s results.) But this week, a Reddit super thread of IT developers provides some leading indicators.
a. Signal # 1: The original poster (OP) wrote his B2B product company in Bengaluru eliminated 45 of 50 tech roles overnight (90% workforce reduction). Three IT architects remain (OP is one of them) who will handle the job of 45.
b. Signal # 2: OP says: “100% (not 60% or 80%) of React + Chakra UI frontend code over the last 4 months was written by Claude.
More alarming: a full Okta SSO overhaul was done in 4 days, which would earlier take 2 months. “Claude caught, developed, backtracked, tested many things I did not even know were security holes.”
INVESTOR IMPLICATION: TCS Chairman said AI cannot be trusted for complex work like security vulnerabilities. But in reality, that “complexity ceiling” is rising with every passing day.
OP says the company’s rationale is: “If this restructuring does not pay off in 6 months, we can again hire developers who are available a dime a dozen in Bangalore with oversupply.”
c. Signal # 3: Most Important Signal: A commenter said: “Just because a company can build 3x more products or ship features at 3x faster speed does not mean there are 3x more customers waiting to buy them. Productivity can increase much faster than demand.”
Another commenter said: “Earlier the constraint was on production. Now the constraint is on consumption. Even if we could produce what we want, is there a market to consume it?”
INVESTOR IMPLICATION: “AI will expand demand for IT services (expand total addressable market or TAM)” – this was the original bull thesis for IT stocks.
The reality is the opposite of it. Clients are using AI to cut their costs of production (IT vendor contracts), and not increase sales as there is no demand elasticity.
ENDPIECE: What is Your Exit Thesis?
Question for retail IT investors: What is your exit strategy? Are you hoping that FIIs will start buying “too cheap” Indian IT at some point?
Hope is not a strategy.
As a commenter wrote on the Reddit thread:
“I expect there would mass unemployment by late 2027 or early 2028. Hopefully, that would lead to Universal Basic Income or UBI (government’s monthly payments to unemployed citizens for survival) to be put into effect.”
UBI is already the “hopium trade” in Bengaluru.
@arabicatrader
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A brand new bridge between Detroit and Canada is finished and ready to open. It would speed up traffic for millions of trucks, cut delays for American businesses, and help the auto industry that employs people in every state. There is just one problem.
Donald Trump won’t let it open.
Here is why.
The family that owns the old bridge stands to lose business when the new one opens. So in January, they gave one million dollars to a pro-Trump super PAC.
Weeks later they met with Trump’s Commerce Secretary.
He called Trump.
Hours after that, Trump announced he would block the new bridge. The opening was set for June 12. It got canceled the day before. The bridge sits there finished and empty.
Now here is the part that should make every taxpayer angry.
Canada paid for the entire bridge.
Every dollar. And the United States already owns half of it for free. Trump is holding up a bridge we got for nothing, to protect a donor who wrote him a check, while picking a fight with our closest ally and biggest trading partner.
This is corruption in plain sight.
A billionaire pays, and the President delivers. American workers and businesses pay the price.
Open the bridge. A government should work for the people, not for whoever writes the biggest check.
nytimes.com/2026/02/20/us/…
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BREAKING: SpaceX has agreed to acquire Cursor, the world's fastest growing software startup, for $60 billion in an all stock deal.
Cursor has over 1 million paying customers, more than $2 billion in annualized revenue, and is projected to hit $6 billion by end of 2026.
At $60 billion, this is the largest software acquisition in history, paying 20 to 30 times Cursor's current revenue.
The deal is subject to regulatory approval and expected to close in Q3 2026.
SpaceX now owns the rockets, the satellites, the AI models, the chips, and is about to own the tool every developer on earth uses to write code.
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@MikeBenzCyber 55+% of students get federal aid, 72% of all students receive financial aid (incl all states)
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This guy’s reported net worth is $232 million. It’s always fascinating to watch centi-millionaires say billionaires are the enemy. Reminds me of Bernie always going after “millionaires and billionaires,” then he became a millionaire, then switched up to just saying “billionaires”
Ro Khanna@RoKhanna
Brad, a 5% tax on Elon's trillion net worth would literally pay for free college and trade school for every American. And with the market's growth, he still would be worth over a trillion dollars! You don't think that's worth it?
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You are smarter than this Ro. Imagine if Bernie had taxed @elonmusk 100% on his PayPal capital gains. We would have no @Tesla or @SpaceX - none of those jobs or GDP. Who do you think allocated the capital better for society? He will already pay $100 B + in taxes - more than any human ever. I hope he donates some to kids via @TrumpAccounts to make every kid a shareholder in 🇺🇸 & continues investing all his heart, soul & money for the benefit of America & all humanity! 🇺🇸🚀🤍
Ro Khanna@RoKhanna
Musk is worth more than South Africa’s GDP. @BernieSanders and I proposed a 5% tax on people like him. In one year, it could fund: - free public college & trade school -$10/day childcare - Special-needs education nationwide Wealth inequality is the moral failure of our time.
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You could give “the typical American” 11 MILLION years and they still would not create PayPal, Tesla, SpaceX, OpenAI, xAI, Neuralink, Boring Company, Ad Astra, all while single-handedly saving free speech for all mankind while lifting humanity out of the grip of Big Tech tyranny.
Elizabeth Warren@SenWarren
Elon Musk just became the world's first trillionaire. The typical American household would have to work more than 11 MILLION years to make Elon Musk's level of wealth. We need a wealth tax.
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This is not the America my father fought for.
End Wokeness@EndWokeness
City Council meeting in Hamtramck, MI Hard to believe that this is America
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