Jitesh Tulaskar

@AsiaWarZone @BrodaFromMroda

🚨 BIG BREAKING Google will OFFICIALLY begin construction of its $15 BILLION data center hub in Andhra Pradesh on April 28.

@BrodaFromMroda Agreed. We can't ignore FIIs leaving when we are fundamentally capital starved. Bigger overlooked risk is our DII inflows. DII masking the FII exit, largely driven by thoda retail overfinancialisation and FOMO. If retail return expectations nai meet hua toh ye DII b jayega.

Bhai main ispe comment krne wala tha but maine jaane dia. I have an extremely different take here. Ek toh Nithin kamath stock market perspective se bolra hai. Ye Shrimaan kucch alag tangent pe leke gaye hai uss baat ko Second, Japan ka tum itna example dere ho toh aaj ki situation mein mujhe batao, aisa kaunsa bargaining chip haasil karlia hai itna develop krne ke baad bhi? Japan se bojot zyaada self sufficiency India ki hai. Plus Japanese stock mlt had to pay a price. 1990 ka top jo bana bhai woh 2025 mein aaya seedha And 1990 to 2011 mkt was under correction. Uske bawajood FII ne paisa daala hai wahaan And ye aadmi FII ko fickle bolra hai Apne Nifty 50 Mein banks lo ya major companies lo FIIs ka holding period in lot of them Must be 10+ yrs at minimum And ye usko fickle bula rahe hai. Japanese had no alrernative left aftwr hiroshima bombinh and world war 2 aftermath. They did because of necessity. And started in 1950s. Apna desh hi hhai 47 mein azad hua The best case example for India is not Japan. It has to be America. Tum licensed tech ab is point pr Leke kya karoge jab sab protected hai and there is no incentive to contract manufacture when a country like China is there You have to innovate completely new form mein jo USA ne kia hai. Japanese economy se inspitation foundational building ka le skte hai but apna hai already foundations FII money, borrowed money will help us scale faster. The risk is temporry withdrawals but woh jhela jaa skta hai lekin in the fast world the cost of not borrowing money and playinh the slow game can cost you to have ur economy itself captured ya tumhara invasion hijayega Development accelerate krne ke Liye tumko bahar ka paisa lagne hi wala hai So ye bande ka Point cluelessness at best hai. You can carry ego or you can be practical and expedite your development curve Itna tha toh tuM IT company chala rahe ho na. Tum krlete LLM devlop and krlete innovate . Kidhar kia?

A few points: Japan did not court FDI or FII during their economic take off. They instead licensed foreign tech and worked on mastering it and improving on it, and eventually surpassing it. Second, FII is by nature fickle. Mostly it promotes the "casino" mindset. We also start dancing to FII masters. Never good. We cannot financialize our way to prosperity. I am sure I would be told I am hopelessly old-fashioned but I will say "Study Japan". Even with extremely poor demographics, Japan punches way above its weight in a wide range of crucial technologies.

@riteshmjn @BrodaFromMroda

First India tied up Cameco supply and now Kazprom. The 2 biggest guys have seen their future production being tied up by India. Generally I see this kind of foresight with Chinese Companies and rarely from India. No nuclear energy without Uranium.

@BeekmanCruger @JPN_PMO @BrodaFromMroda 🤣

@JPN_PMO This is like a Marvel post-credit scene move

[Emergency alert] North Korea has launched a suspected ballistic missile. More updates to follow.

@BrodaFromMroda Can it still be a good time to get in? For long term?

Its KING COAL TIME - BLACK GOLD🔥. The articles are coming now that ASIA IS GOING BACK TO COAL! Coal MINERS WILL BENEFIT, etc! Our very OWN COAL INDIA has delivered 17% price returns + 5-6% dividend yield 20-21% in less than a year!🔥💯! Again ANTICIPATED THIS LONG BACK! Join the Commodity PARTY GUYS! We are in for some ROLLERCOASTER RIDES for next 4-5 yrs! You will need good advisors🔥🤪😝😝😝! Did your flexicap fund have COAL AND OIL in their Top 5? Or was it HDFC😝😝!

@BrodaFromMroda @docakx Wow, yeh adversities me innovation and policy making ko tailwinds milega atleast

@docakx @jiteshtulaskar

India's first fully indigenous 1.5T helium-free MRI scanner was unveiled on December 25, 2025. VoxelGrids Innovations, a Bengaluru-based medtech startup founded by Arjun Arunachalam (ex-GE Global Research and IIT Bombay), has developed India's first fully indigenous 1.5T helium-free MRI scanner after ~12 years of R&D. Backed by Zoho Corporation and grants from BIRAC/Tata Trusts, the system uses a proprietary "dry magnet" conduction-cooled design, eliminating scarce/expensive liquid helium. Key advantages: ~30-40% lower manufacturing and operational costs (priced around $400,000 vs. imported equivalents), reduced power consumption, lighter/compact footprint (suited for Indian infrastructure and unstable grids), and AI-enhanced imaging. It is not a copy of foreign systems but features bottom-up innovations in hardware, software, pulse sequences, and integration. On December 25, 2025, the scanner was officially unveiled and deployed at Chandrapur Cancer Care Foundation near Nagpur, Maharashtra, where it became clinically operational, scanning real patients for cancer diagnostics. As of March 2026, it remains active in real-world use. The Bengaluru facility has capacity for 20-25 units/year. A full commercial launch was targeted by end of FY26 (March 2026), with growing order interest from hospitals linked to Tata Trusts and others. Plans include a mobile/containerized version for rural/tier-2-3 access. Amid global helium shortages (exacerbated by Middle East issues), this positions VoxelGrids as a cost-disruptive, Atmanirbhar Bharat milestone in high-end medtech, aiming to democratize advanced imaging.

@TaviCosta @BrodaFromMroda ye chart Indian sugar k liye bhi relevant he kya?

Sugar prices are just starting to move after rebounding from a key historical support level. This could turn into a highly explosive move in my view Few assets carry such significant societal implications if they begin to rally. Similar setups here: open.substack.com/pub/tavicosta/…

@riteshmjn @LukeGromen @BrodaFromMroda ye dekh taco levels in terms of bond yields 🤣

The TACO level for President Trump is not equities but US bond yields. Via this week FFTT by @LukeGromen

@deepakshenoy @1shankarsharma Sorry what I meant to ask - if the RBI uses dollar reserves to manage the exchange rate, won't that constrain their ability to control monetary policy and handle freedom capital flows?

@jiteshtulaskar @1shankarsharma Huh? How do you get that from my statement?

94.27 on the USDINR. These are going to be rough times, and it's going to take time for flows to come back in

@deepakshenoy @1shankarsharma Sir but RBI can't be trying to manage the monetary policy, capital flows and protect domestic markets simultaneously right??

@1shankarsharma My belief is that we still have too many reserves - and we aren't doing anywhere close to enough to counter sales More than 550 billion - around 8 to 10 years of net CAD. Long term, we need to be using INR of course. Luckily we've reduced US Treasuries.

@MapOsnit @BrodaFromMroda

New rumor in China town Be a J 20 designer Photocopy the design of a failed Russian jet Give it smoky Russian engines requiring canards Call it ultra stealthy Xi Jinping, impressed Wants a trial along the Indian border Xi jumps into a twin-seater version; as soon as the jet takes off Indian radars lock it The jet keeps making "pe pe pe" sounds throughout the flight Xi gets off the flight & gets the chief designer arrested The chief designer gets his head chopped off

Market panic around Indian IT is blinding investors to the structural story. Stripping away the noise, this isn't terminal decline—it's a generational business model reset. We are at the exact inflection point of a $3.3 Trillion AI & ER&D implementation boom.

6/ The takeaway? True AI leadership isn’t just measured by parameter counts, server farms, or hype. It’s measured by population-scale impact and solving real-world problems. Implementation > Hype.

5/ What about jobs and healthcare? Instead of AI replacing humans, India is using a "Blue Dot" AI approach to match local job seekers with providers. In healthcare, offline AI apps are actively screening hundreds of thousands of rural patients for TB.

1/ Everyone is obsessed with the multi-billion dollar race to build the biggest AI models. But India is quietly leaving that race behind to focus on something much harder: making AI actually useful for a billion people. 🇮🇳🧵👇 #AI #IndiaTech

@BrodaFromMroda khatarnak🤣🤣

POKEMON GO PLAYERS SEEM TO HAVE MADE A BILLION DOLLAR PLAN😝😝🔥 for NIANTIC. People didn’t know when they were WALKING behind VIRTUAL POKEMONS - They were actually MAPPING ROUTES FOR ROBOTS VISUAL NAVIGATION! What a SCHEME this is😝🤣 #AI #pokemon #strategy