@ThreadedInsight
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India has growth, profits, record SIPs and a capex boom yet the Nifty feels stuck. Why? Strong macro data can still lose to expectations, rich valuations, global AI alternatives, sector rotation and foreign flows. Here is what could move markets next...
In 2026, attention became the scarce asset, everything else is scale. That’s one of the downsides of AI progress… and the gap would eventually widen.
Let’s look on the other side , If this experiment succeeds and we manage to put Data centres in orbit, then the bottleneck will switch to moving data reliably between orbit and Earth.
Because, every space-based AI cluster would need high-capacity links: satellite-to-satellite inside the compute fleet, then back down to its terrestrial cloud backbone.
Does that ring the bell…? Starlink use case will increase exponentially…. it can make Starlink a potential orbital backbone of data transfer…Any Data Center in orbit would want its own high-capacity feeder links between its orbital compute cluster and its’s terrestrial backbone.
Ofcourse hyperscalers can build their own links but the upside case for Starlink becomes far bigger…
Canopus retweeted
Everything aside, the market’s job is to be volatile. Your job is to be consistent.
Don’t swap roles on a red day and make the shade darker.... 🔴🔴🔴
Canopus retweeted
India has growth, profits, record SIPs and a capex boom yet the Nifty feels stuck. Why? Strong macro data can still lose to expectations, rich valuations, global AI alternatives, sector rotation and foreign flows. Here is what could move markets next...
Insurance was supposed to protect life. Today, it couldn’t even protect the market…
Anyone know an insurer that covers portfolios? Asking for ₹6 lakh crore.😅😅
BREAKING: 🇮🇳 Over ₹6.064 trillion ($63.2 BILLION) has been wiped out from Indian stocks as the NIFTY falls -1.6%.
The crash was triggered by new proposed caps on insurance sales commissions, causing a sharp sell off in financial and insurance stocks.
Everything aside, the market’s job is to be volatile. Your job is to be consistent.
Don’t swap roles on a red day and make the shade darker.... 🔴🔴🔴
Whatever happens....
Whatever the reason be...
Whatever the conditions comes...
Tell them they need more compute.
More GPUs.
More NVIDIA...!!
Canopus retweeted
When a technology keeps acquiring grander names faster than it acquires reliable capabilities, you may be watching a hype cycle not an intelligence revolution….
💭✌️
BREAKING: Iran declares "The time for negotiations is over, it's time for action. Unless the US meets Iran's demands, the Strait of Hormuz will remain closed indefinitely and no further talks will take place," per Iran's SNSC chief Rezaei to IRIB.
"I advise Trump: Don't waste time, just submit to our demands," he adds.
Lufthansa’s customer-service strategy: ignore the case, monitor the mentions, then blame the customer for asking again….
Things to watch out tomorrow:
> Trade truce extension and targeted tariff cuts
> AI safety and chips discussions
> Taiwan
> Iran war
>Rare earths and critical minerals
> Fentanyl cooperation
Markets will swing accordingly…
When a technology keeps acquiring grander names faster than it acquires reliable capabilities, you may be watching a hype cycle not an intelligence revolution….
💭✌️
Canopus retweeted
Indian markets now a days after seeing expensive oil, higher US rates/yields, foreign selling, ruppee dollar dynamics and sectorial pressure…
Meta’s Muse AI agent is #1 in the US App Store, ahead of ChatGPT, Claude and Grok.
In 13 days it hit ~2.5M downloads (vs ~400K for Claude, ~200K for Grok), powered by Meta’s ~3.6B daily users across Facebook, Instagram and WhatsApp.
On Tuesday, major US banks, insurers and online travel stocks fell as investors cited AI agents like Muse as a new risk to businesses that rely on “consumer inertia.”
Sticky workflows will soon be the new baseline for customer retention…
reuters.com/commentary/break…
