Tejasvi Mohan Ram

Same in trading, investing, chess, tennis...bad moves tend to come one after the other. How you forget or deal with the mistake and move on to the next move/point/trade defines your level.

@mvcinvesting Fintech: $DLO, $FOUR, $SEZL, $KLAR, $BILL, $PGY Miners: $SRB.L Consumer Tech: $LYFT, $DUOL Energy: $CDLR, $SMR Tech/AI: $ITRI, $VNP.TO Health: $HIMS, $BFLY, $ALT Mostly profitable TTM

I know everyone is focused on the current macro environment, but… Any interesting sub-$5B market cap stocks worth researching?

That is the fraud. American power on screen is “craft.” British power on screen is “heritage.” Indian power on screen is suddenly evidence of political conditioning. Same cinema. Same nationalism. Different skin colour. The Economist has a wonderfully colonial rulebook for cinema. When America straps a camera to Pentagon hardware and sells state power with a soundtrack, it is “spectacle.” When a film is made with CIA-adjacent mythology around national revenge, it is “serious storytelling.” But when India puts its own enemies and terrorist attack scars on screen, suddenly the magazine reaches for the psychiatrist’s couch. That is the real joke here. Fighter jets, spies, commandos and national vengeance are perfectly acceptable as long as the flag fluttering in the background is American or British. Then it is culture. It is craft. It is cinema doing what cinema does. The Economist has invented a very elegant little rule for cinema: Top Gun: Maverick can fly on Pentagon muscle, RAMBO & Zero Dark Thirty can ride CIA mythology, James Bond can sell six decades of British spy glamour, Dunkirk can turn wartime memory into national legend, and all of that is called storytelling. But the moment India puts terror, retaliation and national memory on screen with Dhurandhar, the magazine starts diagnosing the audience instead of reviewing the film. What @TheEconomist cannot digest is not one film. It is the fact that Indians are no longer outsourcing their memory to London’s approval. A country that has lived through decades of Pakistan-sponsored terror is apparently expected to process all that pain in whispers, with tasteful disclaimers, and preferably under the supervision of foreign editors who still think they are qualified to explain India to Indians. And that is why the review reeks. Not of sophistication, but of the old imperial tic: Western nationalism on screen is a nation telling its story; Indian nationalism on screen is a pathology requiring diagnosis. The costume has changed. The sneer has not. The funniest part is that The Economist probably thinks this is fearless criticism. It is not. It is just another imported lecture from people who never mind propaganda when it wears aviators, a tuxedo, or a CIA badge, but develop exquisite moral sensitivity the moment India stops being apologetic on its own screen. Just FYI: Decades of Pakistan-sponsored terror are apparently meant to be processed quietly, apologetically, and preferably without ever producing a mass-market cultural response. That is the old script. India is no longer following it.

@Geiger_Capital Absolutely…it’s a ticking time bomb

The uncomfortable truth… If England doesn’t get their immigration under control, we are a generation or two away from having to confiscate their nuclear weapons. They will join South Africa as the only post-nuclear nations due to uncontrolled decline.

@IterIntellectus Astonishing! The possibilities ahead are limitless

this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to drug targets > design a custom mRNA cancer vaccine from scratch > genomics professor is “gobsmacked” that some puppy lover did this on his own > need ethics approval to administer it > red tape takes longer than designing the vaccine > 3 months, finally approved > drive 10 hours to get rosie her first injection > tumor halves > coat gets glossy again > dog is alive and happy > professor: “if we can do this for a dog, why aren’t we rolling this out to humans?” one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline. we are going to cure so many diseases. I dont think people realize how good things are going to get

@Geniustechw 👏👏

Pakistani imam in Italy preaches that every Muslim must fight the infidels or face “catastrophic consequences” → next day Giorgia Meloni personally orders his deportation after 30 years in the country 😱 Do you agree with her decision?

@kim93511 @shanaka86 Absolutely correct…some of these posts are simply sensationalist fear mongering. LNG is used for 65% of power generation in South Korea and Qatar contributes to 20% of Korea’s LNG imports…hence accounting for ~13% of electricity - significant but not catastrophic.

@shanaka86 This is an exaggeration, and it's actually a lie. Only about 20% of Korea's LNG imports pass through the Strait of Hormuz.

JUST IN: A South Korean lawmaker just stood up in a parliamentary briefing and said the following. South Korea has LNG reserves for nine days. Nine days. The government immediately pushed back. The Ministry of Trade, Industry and Energy stated inventories are “well above” the mandatory nine-day minimum. The Trade Minister said combined public and private reserves amount to “more than nine days.” That rebuttal contains the most alarming information in this entire story. The mandatory minimum in South Korea is nine days. That is the legal floor below which the country is considered to be in energy emergency territory. The government’s defense of its position is that it is above the floor. Not comfortably above. Not a safety buffer that absorbs a month of disruption. Above. The legal minimum. Currently. South Korea imports 7 million tonnes of LNG from Qatar alone every year. Qatar declared Force Majeure on all LNG contracts on March 2. Qatar’s LNG terminals are shut. The Strait of Hormuz, through which 20% of all global LNG trade transits, has had 80 to 90% of its tanker traffic evaporate since February 28. 150 tankers are anchored outside the Strait right now, unable to move. And this is before the insurance mechanism finished working. Major marine war risk insurers, Gard, Skuld, NorthStandard, London P&I Club, and the American Club, cancelled coverage for Persian Gulf and Hormuz transits effective March 5. Together they cover 90% of the world’s merchant fleet. Without coverage, vessels cannot access trade finance. Without trade finance, shipments do not move regardless of what happens to the physical threat environment. The ships were stopping before the insurance cancelled. After the cancellation, even ships willing to take the risk cannot get the paperwork done. South Korea’s gas inventories have hit a five-year low. KOGAS, the national gas corporation that supplies Korean industry and households, is now in the spot market competing against every other Asian LNG buyer for cargoes that are not coming through Hormuz and are being repriced by every seller who understands what nine days means. Here is what nine days means in practice. Samsung and SK Hynix manufacture the semiconductors inside every AI server, every smartphone, every data center on earth. Their fabs run 24 hours a day. They cannot cold-start. A power interruption does not pause production. It destroys in-process wafers worth hundreds of millions of dollars and creates restart timelines measured in weeks, not hours. South Korea is nine days from the moment that becomes a live risk for the global technology supply chain. Not from a cyberattack. Not from a trade war. From a ballistic missile that hit a Qatari LNG terminal and an insurance market that did the math and stopped writing policies. The Iran war started February 28. Today is March 5. Day seven. South Korea has nine days of gas. The overlap between those two numbers is the most important figure in global energy markets right now and almost nobody is writing about it. open.substack.com/pub/shanakaans…

@LegacySiu Osasuna

Name a football club without letter "E" You can’t

@dampedspring Amazon - uniquely positioned at the intersection of ai & non-ai capital intensive business models?

Capital Light business models are ones where ideas and IP are the value proposition. They are the ones vulnerable to AI disruption. Capital intensive business models where factories and bricks and morter and blue collar jobs not easily replacable by robots, have a wide and deep moat from AI disruptions. BUT they will struggle because the biggest companies in the world are transitioning from Capital Light to Capital Intensive and sucking any investment dollars need by non AI capital intensive businesses.

@gnoble79 @saylor When an issuer doesn’t know if he is long or short volatility 🙃

@saylor just went on CNBC and said that if Bitcoin drops 90%, he'll simply "refinance the debt" and "roll it forward." This guy is a desperate fraud who has NO CLUE what he's talking about. Let's actually look at what "rolling it forward" means in reality: Strategy holds 714,644 Bitcoin purchased at an average cost of $76,056 per coin. Total acquisition cost: $54.35 billion. Bitcoin is trading around $68,000. Already below their cost basis. The company carries over $8 billion in debt. 100% of its convertible notes are now out of the money. Now imagine Saylor's own scenario. Bitcoin drops 90%. That takes it to roughly $6,800. Strategy's 714,644 Bitcoin would be worth approximately $4.9 billion. Against $8 billion in debt. The assets don't cover the liabilities. Period. And he thinks banks are going to refinance that? On what collateral? On what cash flow? Because Strategy's operating cash flow was negative $138 million in 2025. Down from negative $53 million the year before. The trajectory is going the wrong direction. When asked: "You think banks would lend to you at that point?" Saylor just laughed it off. But here's who's not laughing: 11 state pension funds that bought MSTR as a "regulated proxy" for Bitcoin exposure. CalPERS. New York State. Florida. Wisconsin. New Jersey. Teachers. Firefighters. Police officers. Together they hold 1.8 million shares. Their original investment: $577 million. Current value: $240 million. That's $337 million in paper losses. Most funds are down 60%. CalPERS, the largest public pension fund in the country, bought 448,000 shares for $144 million. That position has been cut nearly in half. These aren't hedge fund cowboys who can stomach a drawdown. These are retirement systems with fiduciary obligations to millions of public workers. Meanwhile $MSTR has fallen from $543 to roughly $123. Down 77% from its all-time high. Saylor says he'll buy Bitcoin "every quarter forever" and will never sell. But that's not how debt works. You don't get to choose when your creditors come calling. You don't get to "roll forward" $8 billion in debt when your only asset has collapsed and your operating business generates negative cash flow. The people who say "we'll just refinance" are always the ones who can't. The question isn't whether Saylor believes in Bitcoin. The question is whether pension funds managing trillions in retirement savings should be exposed to a leveraged single-asset bet run by a man who laughs off a 90% drawdown scenario on national tv. Teachers. Firefighters. State employees. Their retirement savings are sitting inside a company that just posted a $12.4 billion loss and whose chairman's contingency plan is "we'll figure it out." That's STUPID. And the people who'll pay the price aren't on CNBC. They're counting on those pensions to be there when they retire.

@_PhilCosta Saka for Madueke was a poor substitution - we lost all threat on the right wing

For a team that usually manages games so well, we have been totally sucked into what Brentford want after their equaliser - really poor.

@StockSavvyShay Terrible move, hopefully not fatal

@Han_Akamatsu $GUTS Fractyl Health (weight loss). Lead product Revita uses hydrothermal ablation to resurface duodenum. Targets obesity & T2D. Late Jan: 6m data from REMAIN-1 m/p cohort. Aim PMA filing 2027 to maintain wt loss after stopping GLP-1. $300m -> $2bn -> ?? @Vulpescap ‘s thread👇

What’s that one stock which currently has no hype but has tremendous quality?

@IterIntellectus @Mangan150 has been posting about this some time now. Thanks to PD, I refused statins when dr prescribed them (with ldl-is-bad-cholesterol theory) in 2019 and hit the gym. Track only triglycerides/HDL now.

why is it that EVERYTHING is just a lie?

@william_R2Rclub @Anders_Research If / when GLP-1 prices (especially oral) hit rock bottom after patents start expiring (next 12 to 48 months), would a fix-the-original-problem kind of solution like $GUTS still capture the interest of consumers / doctors / insurers? Is that the longer version of your question?

Interesting excerpts from Canaccord note on $GUTS. Saying they will wait til 12-month data to file PMA (rolling, modular filing). Discuss impact from lowered GLP-1 prices, the proposed commercial/economic model. Say payors emphasize desire to deprescribe chronic GLP-1s.

@mathladyhazel @andymukherjee70 🤣😂😅

This math joke 😂

@Hardism @harshmadhusudan Even if he said “my Gods are better than your God”, he should not have been harmed, let alone killed. Anyone who acts cruelly on behalf of a cult of death IS a terrorist. “Those people” are already in power in Bangladesh. And India is a silent spectator.

Do you know what Dipu Chandra Das is "alleged" to have said? “All religions are the same and God/Allah has many names.” Hung from a tree and set on fire. Because apparently this is not acceptable speech. Do you think these people can de debated with? Are they rational actors? What is the difference between them and terrorists? What is India going to do if these people grab power? It is quite likely that they might - the show of repetitive force is to perhaps derail the electoral process. Is India going to be a spectator to another Hindu genocide in the neighbourhood? The signs are ominous.

@FabrizioRomano Spain for beta Norway for alpha

Who’s gonna win the World Cup? 🏆🌎 Your call now! 🗳️

@_PhilCosta You called it!

Seen this City game a million times. Palace start well, miss some good chances, City don't create anything but it doesn't matter because Haaland scores with his fifth(?) touch. Palace will keep pushing for an equaliser but then City will eventually score a second and that's it.

@zdrdim @micsolana I agree with you on why these weapons exist. But the demographics & priorities of the populace of these states are changing so dramatically that it is incumbent on their ruler class to either reverse the course of demographic change or go parched earth on the tail-risk weaponry.

@tejasvimohanram @micsolana The reason this weapons exist is cause great powers have them and the way to ensure great powers do not mess with you too much is nukes. Case study North Korea. That will not change

I’m fine letting europe go its own way, but as the continent declines into darkness we should have a plan in place for nuclear disarmament. we really don’t need a muslim brotherhood with nukes.