Vishal Golcha

@legend_sliva_21 True this. He got absolutely clobbered during the quadruple. Thanks to pep.

Another way to look at this is Rodri might be thinking of his remaining playing days as well. PL takes a toll on you. English football calendar is brutal. Players can play at top level for longer in other leagues. Not in PL. He’s won everything at City. Proved himself. Even won the most prestigious individual award. Now he might be tempted to go to Real Madrid and extend his playing career.

@FootballEra_ And rodri himself wont be there

When City sign Elliot Anderson they’ll have the best double pivot in the world. It will spearhead Rodri’s complete DLP arc. Rodri will sit at the base of the midfield as the DLP, dictating the tempo organizing the buildup and progressing the ball. Anderson will be the mobile CM, covering grounds, disrupting opposition play, winning possessions, influencing every phase of play, progressing the ball and connecting play in every phase. The perfect combination of a generalist and a specialist double pivot. Arsenal have to respond to this by signing their own specialist DLP. They already have Rice who is the best generalist midfielder in the world, he needs a specialist DLP to complement him. Adam Wharton.

@mvcinvesting @AlexfromBabylon Especially the iren crowd

@AlexfromBabylon They’re getting desperate.

$NBIS Bro thinks Microsoft & Meta handed Nebius ~$45B in contract value for AI infrastructure plus a NVIDIA $2B investment, but did not extensively vet the company and management including the matter below. X is a wild place, clearly this person has no real world experience in working in large enterprises let alone the MAG7. Risk departements probably did a 50 page summary internally on this and approved the deals. That’s all you need to know.

Everyone is covering the force majeure. Everyone is covering the 13 million tonnes. Everyone is covering the gas prices and the geopolitics and the five-year timeline. My good friend Veron Wickramasinghe just asked the question nobody else is asking: how do you rebuild when the machines that make the molecules take three to four years to manufacture, ship through a closed strait, and commission in a war zone? Read what he found. Every LNG train at Ras Laffan requires high-purity nitrogen from Air Separation Units: cryogenic plants cooling air to minus 190 degrees to distil it into component gases. Pearl GTL needs 30,000 tonnes per day of pure oxygen from eight Linde-built ASUs. Each cold box: 470 tonnes, 60 metres tall. Lead time from contract to commissioning: three to four years. If destroyed, replacement arrives no earlier than 2029. But here is the choke point that Veron identified that nobody else has. The heart of every cryogenic ASU is a brazed aluminium plate-fin heat exchanger called a BAHX. These exchangers operate with temperature differentials of one to two Kelvin and require precision brazing in vacuum furnaces. Only five companies on Earth are qualified to manufacture them. Five. For every cryogenic heat exchanger in every air separation unit, every LNG train, every industrial gas facility, and every hydrogen plant on the planet. Fives Cryo in France. Kobelco in Japan. Linde in Germany. Sumitomo in Japan. Chart Industries in La Crosse, Wisconsin. Current lead times: 12 to 18 months or more. And their order books are already full. Veron was honest about what is confirmed and what is not. QatarEnergy CEO al-Kaabi confirmed LNG Trains 4 and 6 are damaged: 12.8 Mtpa offline, 3 to 5 year repairs, $20 billion annual revenue loss, force majeure up to 5 years. Shell confirmed Pearl GTL Unit 2 needs roughly one year of repair. What has NOT been confirmed is whether the ASUs themselves were destroyed. Shell’s one-year timeline is inconsistent with total ASU loss, which would require four to five years. Veron flagged this honestly and gave you the analysis both ways. And then he showed you the cascade nobody else sees. Qatar produces one-third of the world’s helium from the same facility. Helium is irreplaceable in semiconductor fabrication: cooling wafers, purging chambers, detecting leaks. Samsung and SK Hynix import 64.7 percent of their helium from Qatar. Spot prices have doubled. Liquid helium vaporises within 35 to 48 days. Fourteen percent of capacity is permanently damaged. The LNG trains, the ASUs, and the helium plants all sit on the same rock, fed by the same gas field, accessed through the same strait. One set of missile strikes on March 18 to 19 took out 17 percent of global LNG, threatened one-third of global helium, and exposed a supply chain that runs through five workshops in Germany, France, Japan, Italy, and Wisconsin with three-year lead times and full order books. This is what Veron understood that the headline analysts missed: the recovery is not constrained by money or political will. It is constrained by vacuum furnaces, aluminium metallurgy, and the physics of brazing at tolerances measured in single-digit Kelvin. You cannot accelerate physics. You cannot surge-produce a 470-tonne cold box. You cannot commission cryogenic equipment in a war zone. Five companies. Five workshops. Three-year lead times. Full order books. A closed strait. An active war. That is not a recovery timeline. That is a sentence. Read Veron’s full analysis. It is the most important thing written about this war that does not involve a missile.

@danish037 Don’t expect much.

Reportedly, Puch AI has been asked to submit documents of due diligence in three days, else this MoU is off the table. Yet no transparency on what this entails. Puch AI models should be evaluated publicly, or at the very least by an independent party. Are they even useful? In which scenarios? Are they even safe? Right now, there are no open-sourced models, no blogs, no reports, no publications, no numbers. Nothing that could be verified or audited. Instead of demonstrating technical excellence, the company has relied on viral marketing stunts, such as being a top-tier sponsor for Lionel Messi's India tour. I can only hope the UP government has enough expertise on board to carefully look through these "due diligence documents."

BREAKING: 🇮🇳 India's Sarvam AI to raise $250 million at $1.5 billion valuation Investors include Nvidia, Accel and HCLTech Source: Moneycontrol

@Kross_Roads Nice work

$VG briefly crossed into the $17's today. They inked another agreement for 5 years and 1.5 MTPA, and several firms have upgraded Venture Global over the last week, noting material changes that will persist even if the Hormuz situation is resolved soon. While I hadn't planned to take gains just yet, I changed my mind and sold 20% of my LEAPs, which have given me a 4x. Locking in a profit and having some cash in the current environment feels right here.

@saxena_puru Was there a china deal then ? You have your answer

@PKDayTrading1 Finally someone who makes sense here

$ES_F $NQ_F $GOLD $SILVER $BTC I’ve been bearish and remain bearish. I expect only temporary bounces, and I’ll be selling into every one of them. #gold #silver #bearish #crash #commodities #short #trading

@RealTolmie We need a back up, if eveyone is fit we can make a working system but we always have a lot of injuries

It would be insulting to buy a right-back over Mattheus Nunes this summer. There are no perfect right-backs and he's perfect for us. He's had a brilliant season.

@Humtumandfun @kuttrapali26 There is a post.

@vishalgolcha @kuttrapali26 But it’s a satire … no such statement made …. God knows from where it started …. No such post on Truth Social from Orange Monkey

Update: Crude has crashed by 10%

@WeekendInvestng He is lying very conveniently to sooth the markets

BIG

@kevinxu Sure the situation will monitor you after market open

this is why we monitor the situation boys

@KrisPatel99 He is pumping the markets because the bond markets got him by the bs.

I am so confused...

@squawksquare Fake news

BREAKING: U.S. and Iran agree to cease fire. $TSLA

@jimcramer @amitisinvesting lol

Bulls rule for a.m.

@amitisinvesting He is manipulating the markets like hell and people will get smacked even more. This taco wont come from trump, iran is not going to let him get away.

TRUMP: - POSTPONING ENERGY STRIKES ON IRANIAN POWER PLANTS - WE HAVE HAD VERY STRONG AND PRODUCTIVE CONVERSATIONS OVER THE PAST TWO DAYS We’ve been through this story so many times. Every time. Every single time. Not sure if this is the official TACO but markets like it.

@ShivAroor This is a complete lie

BREAKING: Trump stops all military strikes on Iran for 5 days, says "very good and productive conversations" with Iran for "total resolution of our hostilities".