Rohit Girdhar

“All the gods, all the heavens, all the hells are within you.” - Joseph Campbell

Today, India takes a defining step in its civil nuclear journey, advancing the second stage of its nuclear programme. The indigenously designed and built Prototype Fast Breeder Reactor at Kalpakkam has attained criticality. This advanced reactor, capable of producing more fuel than it consumes, reflects the depth of our scientific capability and the strength of our engineering enterprise. It is a decisive step towards harnessing our vast thorium reserves in the third stage of the programme. A proud moment for India. Congratulations to our scientists and engineers.

Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology. Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics. It was fun hosting @elonmusk at Intel this past weekend!

@Venu_7_ Very insightful Venu

The 16 stocks that passed - ranked by PEG (lower = more undervalued relative to growth): PEG 0.04 - $MU PEG 0.17 - $CDE PEG 0.19 - $SSRM PEG 0.29 - $FSLR PEG 0.32 - $EG PEG 0.54 - $EQT PEG 0.55 - $NEM PEG 0.61 - $BPOP PEG 0.62 - $RRC PEG 0.67 - $DELL PEG 0.72 - $SSB PEG 0.72 - $EXE PEG 0.76 - $CTRA PEG 0.81 - $PEGA PEG 0.96 - $MGY PEG 1.05 - $EOG Every single one trades under 2x PEG. Most are well under 1.

I ran Peter Lynch's 6-rule stock screen across the entire US market. Out of thousands of stocks, only 16 passed every filter. The top name trades at 4x forward earnings with a PEG of 0.04 - you either own it or you've been watching it. $MU Here are all 16 names - some will surprise you. Follow this thread 🧵

#terafab #semiconductors

🚀 Mining on the Moon could soon be a reality! 🌕💥 Imagine extracting rare metals, helium-3, and ice from the lunar surface. 🌖 These resources could fuel future missions and spark a new era of space exploration! 🌌🌠 The Moon’s riches are waiting... Are we ready to dig deep? 🌑🔧 #LunarMining #SpaceExploration #MoonBase #FutureTech

@vasantshetty81 Fascinating! Thanks for sharing. Great to see hardware innovation

Why would someone walk away from a job at Volvo that paid Rs 1 crore a year to build an electric tractor startup? When companies and governments everywhere are racing toward electric cars and bikes, why choose a struggling sector like agriculture and say, “I am going to build electric tractors”? In villages where reliable electricity supply is still a challenge, is it actually practical to use electric tractors for farming? Why does Rajasthan, a state often called a desert, have the highest number of tractors in the country? In a country where farming often happens in extreme temperatures between 30 and 50 degrees, what technology has Moonrider developed to ensure batteries do not overheat and fail? If electric tractors can do the same work at one fourth the cost of diesel, are we looking at the beginning of the end for diesel tractors? At a time when everyone believes leaving villages and moving to cities is the only way to move ahead in life, does agriculture really have a future in India? A fascinating conversation with Anoop Srikanthaswamy on @mundhebanni, who is building Moonrider, a completely ground-up deep tech hardware startup from India. Watch, hype and share: 🙏🏻👇🏽 youtube.com/watch?v=9DAdMR… @kodlady @Shishir_S_U @akaranth

@Rudra_81 @raisinadialogue Great discussion

Really enjoyed moderating this panel on chips and races, and why creating mini-transnational ecosystems for industry build-outs are key for semiconductor resilience. @raisinadialogue

#RaisinaDialogue2026 | Who wins the chips race? #Semiconductors sit at the centre of #geopolitical competition. As demand rises and export controls tighten, governments and industry are rethinking how chips are designed, manufactured, and secured to build resilient supply chains. Watch Andreas Schumacher, Bambang Brodjonegoro, Kyungjin Song, @RebeccaArcesati & @Rudra_81 discuss the future of semiconductor resilience and technological leadership. @MEAIndia youtube.com/watch?v=rrPYCK…

Insightful piece by @mkamiyajp in @ISEAS on Techno Electric Stacks and how SE Asia needs to move from a narrow focus on attracting individual investments or platforms to a broader strategy of co‑designing TE Stacks on which they will run

When achieving the full value of AI infrastructure is on the line, closing the efficiency gap isn’t just good engineering – it's smart business. Good read from @RevathiAdvaithi #artificialintelligence #sustainability #efficiency

Can renewables keep up? - ~50% of new demand may be met by solar/wind - But AI workloads need stable, low-latency power - Expect a rise in nuclear, hydro, and grid co-location deals #CleanEnergy #AIInfrastructure

Who bears the load? - 🇺🇸 US: projected to double datacenter energy use by 2030 - 🇨🇳 China: up 170%, with coal still dominant - 🇸🇬 Singapore, 🇰🇷 Korea, 🇩🇪 Germany: facing grid strain and land scarcity #Geopolitics #Infrastructure

AI Datacenters & the Energy Shock of 2030 By 2030, AI datacenters could consume 4–6% of global electricity—more than entire nations like Germany or Saudi Arabia. This isn’t just a tech story. It’s a climate, infrastructure, and geopolitical story. #AI #Energy #ClimateChange

@ThetaVegaCap People want to live and create memories for themselves and their families - not everything is about ROI maximization :-)

Ajay’s daughter Mahi was getting married. Relatives expected a ₹35–40 lakh wedding. Big banquet hall. 1,000 guests. Designer outfits. Ajay chose differently. They did a court marriage + small reception. Total expense: ₹8 lakh. Instead of spending ₹40L on one day, Ajay gifted ₹20 lakh to Mahi. Mahi used it wisely: ✅10L invested in Equity Mutual Funds ✅10L invested in Gold ❌No wedding loan. ❌No financial pressure at the start of marriage. Same marriage. Same happiness. But instead of decorations and fireworks, she started married life with real assets. Wedding lasts one day. Assets work for life. #Investing

Anthropic just mapped out which jobs AI could potentially replace. A ‘Great Recession for white-collar workers’ is absolutely possible fortune.com/2026/03/06/ai-…

Just wrapped an energizing three days at #RaisinaDialogue2026 🇮🇳—where geopolitics met tech foresight. From AI datacenter resilience to semiconductor sovereignty, the conversations were bold, urgent, and refreshingly cross-disciplinary. Grateful for the exchange with fellow strategists and policy makers shaping the future of global tech diplomacy. @Infineon's mission—powering secure, intelligent infrastructure—feels more relevant than ever. #Infineon #TechDiplomacy #Semiconductors #AIInfrastructure #RaisinaDialogue2026 #Geopolitics #StrategicTech @orfonline @raisinadialogue @samirsaran @shubhsoni @tanoubi

Eric Schmidt just dropped a truth bomb in @TheEconomist: While the West theorizes about AI ethics, China’s robots are doing parkour on national TV. Physical AI isn’t sci-fi—it’s geopolitical strategy. From drone swarms to humanoid performers, China’s making embodiment the new edge. If intelligence is the brain, Physical AI is the muscle. And right now, the muscle is flexing in Beijing. 📉 The West can’t afford to sleep on this. 📈 The race isn’t just for smarter chips—it’s for smarter machines that move. #PhysicalAI #EricSchmidt #AIstrategy #Geopolitics #ChinaTech #TheEconomist

Physical AI is brawn with style. Think robots that can juggle tasks, dance through factories, and maybe even beat you at ping pong. We’re talking machines that don’t just calculate, they collaborate. The line between sci‑fi and reality? Getting blurrier every day. So… when your toaster starts asking for a gym membership, don’t be surprised. #PhysicalAI #Robotics #FutureTech