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#Emerging #sectors with huge #tailwinds discussed by Sh. Atul Raval sir. #Renewables #Recycling #Cybersecurity #Power #Fintech #AI, #Data Centres #Defence #Railways & Infra Sir has rightly said that there is always scope for more players if the TAM (total addressable market) is huge.

Aditya Aggarwal

14,972 subscribers

46,067 Aufrufe • vor 1 Jahr •via X (Twitter)

Wissenschaft & Technologie Finanzen #Emerging #sectors #tailwinds #Renewables #Recycling #Cybersecurity #Power #Fintech #AI #Data #Defence #Railways

Anya Rossi• Live Now

Private livecam show

10 Kommentare

Profilbild von Nirav S. Karia

Nirav S. Kariavor 1 Jahr

Amazing 🙏🙏 Spoke with Shri Atul Raval sir and got many insights from him on semiconductor designing and development 👍🎉 Thanks @equitybyaadi bhai Radhe Radhe 🙏

Profilbild von Aditya Aggarwal

Aditya Aggarwalvor 1 Jahr

Right mentoring can do wonders ✌🏻

Profilbild von CA Aankit Kumar Jain

CA Aankit Kumar Jainvor 1 Jahr

Mentoring and Guidance is the key to right learning!! Thanks for sharing !!

Profilbild von Deepak Dua

Deepak Duavor 1 Jahr

Thanks @equitybyaadi 🙏♥️

Profilbild von Basavaraj Ningappa(ಬಸವರಾಜ ನಿಂಗಪ್ಪ)

Basavaraj Ningappa(ಬಸವರಾಜ ನಿಂಗಪ್ಪ)vor 1 Jahr

Where can we watch the complete video?

Profilbild von Aditya Aggarwal

Aditya Aggarwalvor 1 Jahr

I will post the entire video in 8-9 parts. Stay connected ✌🏻

Profilbild von Dr.Shivanand ojha

Dr.Shivanand ojhavor 1 Jahr

A lot of thanks to @equitybyaadi for giving us a deeper understanding of our investing journey...

Profilbild von ASHISH KUMAR SAHU 🤑📈🌞

ASHISH KUMAR SAHU 🤑📈🌞vor 1 Jahr

Many valuable lessons learned from Atul Sir and Aditya Sir , always have my Gratitude 🙏

Profilbild von Dhananjay singh

Dhananjay singhvor 1 Jahr

Goldmine of Knowledge..Great insights by Sir!

Profilbild von INDRA M PATHAK

INDRA M PATHAKvor 1 Jahr

Very useful sir

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$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get. This is a $100B company in the making.

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According to Pat Conroy MP, the Minister for Defence Industry, Sir Robert Menzies (the founder of the Liberal Party) was a Nazi appeaser. That is grossly untrue. Menzies shared the mainstream British view of the time that after the horrors of World War I, avoiding another catastrophic war was desirable. To smear him as a Nazi appeaser, and by extension smear Australian conservatives more broadly, is disgraceful. The fact the press pack said nothing tells you everything about how far Canberra has fallen and how out of touch with reality the legacy media is.

According to Pat Conroy MP, the Minister for Defence Industry, Sir Robert Menzies (the founder of the Liberal Party) was a Nazi appeaser. That is grossly untrue. Menzies shared the mainstream British view of the time that after the horrors of World War I, avoiding another catastrophic war was desirable. To smear him as a Nazi appeaser, and by extension smear Australian conservatives more broadly, is disgraceful. The fact the press pack said nothing tells you everything about how far Canberra has fallen and how out of touch with reality the legacy media is.

Senator Babet

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🇺🇸 ENERGY SEC. WRIGHT: WIND AND SOLAR CAN’T REPLACE RELIABLE ENERGY "The problem with wind is that the wind doesn't always blow. If the wind is blowing, you can say it's powered by wind power, then the wind stops or the wind gets weaker. Something has to fill that gap in always be there. So when you add wind and solar onto a grid, you don't remove the need for coal plants, for nuclear plants, for natural gas plants, that work all the time. So to maintain two grids instead of one grid is always more expensive." Source: Fox News

🇺🇸 ENERGY SEC. WRIGHT: WIND AND SOLAR CAN’T REPLACE RELIABLE ENERGY "The problem with wind is that the wind doesn't always blow. If the wind is blowing, you can say it's powered by wind power, then the wind stops or the wind gets weaker. Something has to fill that gap in always be there. So when you add wind and solar onto a grid, you don't remove the need for coal plants, for nuclear plants, for natural gas plants, that work all the time. So to maintain two grids instead of one grid is always more expensive." Source: Fox News

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Data centers and AI are driving enormous energy demand, and Florida has to be prepared for it. If we’re going to support growth, innovation, and emerging technologies, we need reliable energy on demand. It has to be available now, not years after the infrastructure is built. Florida must stay ahead by investing in resilient, dependable power generation that protects our economy, our grid, and our quality of life. #JayForFlorida

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#WATCH | Mumbai, Maharashtra: On US President Trump's announcement on the ceasefire, Former Minister of State for External Affairs, MJ Akbar says, "In the simplest terms, the war has ended with Iran possessing what I call advantage plus. The war began with President Trump and Prime Minister Benjamin Netanyahu asking for regime change. There has been no regime change. Then they shifted their objectives basically to the Hormuz Strait and to the clear passage of oil, energy, and fuel through this passage... Iran's advantage is that its oil, which had previously been sanctioned, is now freely available to the international market. That is a huge plus... The biggest loser so far in this war, apart from American prestige, is the American defence industry because its weapons have now proven to be vastly overpriced and vastly underperforming, and the principal beneficiaries of that are going to be Russia. The Chinese, because of their technology, are going to be very much into the arms market. If India can get its act together, if the Indian defence industry can get the arms industry together, India could very well be the third beneficiary of the new and emerging market. I think America has lost far more than just a battle in which it never had defined objectives..."

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ANI

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blocmates.

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One of the biggest causes of ACL, overuse and other injuries we see in our female soccer players is this: Not having a load management plan and adding random conditioning on top of practice. ‼️When there are huge spikes in workload that increases injury risk. If you feel you have to punish your players with runs to build toughness, you have the wrong definition of mental toughness. Mental toughness is being disciplined with the basics, being diligent with how you plan training, focusing on QUALITY outputs, and ensuring your players can last the long game and stay healthy. For macro conditioning of the player, there must be a plan in place with practice design and small sided games. Coaches add extra conditioning based on their feelings and not objective data. This puts the players at a major risk for injury when load is mis managed. There is so much more to be said here, so I'll say this: Adding extra conditioning also makes players fear you. Why do you want to be feared? The culture should be more about respect and discipline with doing what is right for one's health.

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Erica Mulholland, MS CSCS 👸🏼

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$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure

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investing

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A lot of people took issue with the viral Citrini Research article's claim that DoorDash's moat will be compromised by AI agents. Co-author Alap Shah defends the argument: "I think it's going to take time, but there are a lot of smaller driver aggregation networks that exist today, that are not the ones that we know about." "All of those businesses will just have huge opportunities to take market share." "Ultimately what we're saying is the friction in doing commerce is going way down. Places where there are rents, the prices can go down. But ultimately, this is just an opportunity for more and more entrepreneurs to build businesses for the new world." His full response:

A lot of people took issue with the viral Citrini Research article's claim that DoorDash's moat will be compromised by AI agents. Co-author Alap Shah defends the argument: "I think it's going to take time, but there are a lot of smaller driver aggregation networks that exist today, that are not the ones that we know about." "All of those businesses will just have huge opportunities to take market share." "Ultimately what we're saying is the friction in doing commerce is going way down. Places where there are rents, the prices can go down. But ultimately, this is just an opportunity for more and more entrepreneurs to build businesses for the new world." His full response:

TBPN

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#ExpressAdda | “I honestly think the idea of putting data centres in space is ridiculous,” said OpenAI CEO Sam Altman. Responding to a question on whether the world has enough computing power for countries like India to become AI-first societies, Altman said, “Not yet,” adding that the scale of demand far exceeds current global capacity. “If you multiply that out… we have no way to deliver a trillion GPUs anytime soon. We’re not going to do that, to be clear.” He was in conversation with The Indian Express’ Anant Goenka. Radico Khaitan 360 ONE Wealth

#ExpressAdda | “I honestly think the idea of putting data centres in space is ridiculous,” said OpenAI CEO Sam Altman. Responding to a question on whether the world has enough computing power for countries like India to become AI-first societies, Altman said, “Not yet,” adding that the scale of demand far exceeds current global capacity. “If you multiply that out… we have no way to deliver a trillion GPUs anytime soon. We’re not going to do that, to be clear.” He was in conversation with The Indian Express’ Anant Goenka. Radico Khaitan 360 ONE Wealth

The Indian Express

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The man who won the Nobel Prize just told the world that AI is not the energy crisis, it is the cure for it. Everyone has been screaming about how much electricity AI consumes, the data centers, the training runs, the billions of queries every single day. Hassabis just said AI will extract 30 to 40 percent more efficiency out of national power grids, grids that, right now, operate at only 30 percent of their total capacity according to Stanford researchers. That means the grids we already built are massively underused, and AI is the key to unlocking what is already there. But that is the smallest part of what he is saying. He is saying AI will crack nuclear fusion, the energy source that has been 30 years away for the last 60 years and DeepMind is already working with Commonwealth Fusion in the US to help AI contain plasma inside fusion reactors. His personal mission is to use AI to discover a room-temperature superconductor, a material that would allow electricity to travel with zero loss, something physics has never been able to deliver. The implications of that alone would reshape the entire global economy overnight. He is also saying AI will design next-generation batteries and build the best climate modeling systems humanity has ever had, using them to figure out exactly where the planet is breaking down. Think about what this means, the thing everyone is blaming for the energy crisis is the same thing being bet on to end it forever.

The man who won the Nobel Prize just told the world that AI is not the energy crisis, it is the cure for it. Everyone has been screaming about how much electricity AI consumes, the data centers, the training runs, the billions of queries every single day. Hassabis just said AI will extract 30 to 40 percent more efficiency out of national power grids, grids that, right now, operate at only 30 percent of their total capacity according to Stanford researchers. That means the grids we already built are massively underused, and AI is the key to unlocking what is already there. But that is the smallest part of what he is saying. He is saying AI will crack nuclear fusion, the energy source that has been 30 years away for the last 60 years and DeepMind is already working with Commonwealth Fusion in the US to help AI contain plasma inside fusion reactors. His personal mission is to use AI to discover a room-temperature superconductor, a material that would allow electricity to travel with zero loss, something physics has never been able to deliver. The implications of that alone would reshape the entire global economy overnight. He is also saying AI will design next-generation batteries and build the best climate modeling systems humanity has ever had, using them to figure out exactly where the planet is breaking down. Think about what this means, the thing everyone is blaming for the energy crisis is the same thing being bet on to end it forever.

Milk Road AI

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YOGA NARSIMHA, MELUKOTE, MANDYA DIST. (Kar)🔥 The mandir has the murti of Narasimha in a seated position with the Yogapatta. This is considered as one of the seven holy centres devoted to Narasimha. The mandir is on a hill at a height of 1777 m above sea level. It is said that the murti was installed by Prahlada, son of Hiranyakashapu, himself. Beneath the mandir, there is a small cave where Prahlada is said to have meditated when he brought the murti. Narasimha is in yogic posture wearing Chalakkrama with Sun and Moon at his feet. There are about 300 steps leading to the mandir. The mandir has a huge drum donated by Tipu Sultan and a beautiful bell donated by Mysore Parakalamatha. Maharaja Krishnaraja Wodeyar III donated a gold crown here. Special pujas are held to celebrate Narasimha Jayanti every year.

YOGA NARSIMHA, MELUKOTE, MANDYA DIST. (Kar)🔥 The mandir has the murti of Narasimha in a seated position with the Yogapatta. This is considered as one of the seven holy centres devoted to Narasimha. The mandir is on a hill at a height of 1777 m above sea level. It is said that the murti was installed by Prahlada, son of Hiranyakashapu, himself. Beneath the mandir, there is a small cave where Prahlada is said to have meditated when he brought the murti. Narasimha is in yogic posture wearing Chalakkrama with Sun and Moon at his feet. There are about 300 steps leading to the mandir. The mandir has a huge drum donated by Tipu Sultan and a beautiful bell donated by Mysore Parakalamatha. Maharaja Krishnaraja Wodeyar III donated a gold crown here. Special pujas are held to celebrate Narasimha Jayanti every year.

Jaya_Upadhyaya

12,848 Aufrufe • vor 5 Monaten

We are now on Tsamaya Road, Watloo intersection in Mamelodi, brought our technical team. Many of our residents complained about this intersection and the dysfunctional traffic lights here. We listened, teams did a thorough assessment, we found that the scope of work needed will be a lot more than we anticipated as there is a huge problem of vandalism and most of our power cables stolen and control box tampered with🥹 However, That does not stop us. I have said to the team, it’s a must that we fix these robots! strateng.

We are now on Tsamaya Road, Watloo intersection in Mamelodi, brought our technical team. Many of our residents complained about this intersection and the dysfunctional traffic lights here. We listened, teams did a thorough assessment, we found that the scope of work needed will be a lot more than we anticipated as there is a huge problem of vandalism and most of our power cables stolen and control box tampered with🥹 However, That does not stop us. I have said to the team, it’s a must that we fix these robots! strateng.

Tlangi Mogale: CoT MMC for Roads&Transport 🇿🇦

12,104 Aufrufe • vor 1 Jahr

🚨🎥 You said that Arda Güler is fine and ready to play, but I would like to know how such a situation is handled with a young player. I don't know if you ask him for patience and more work, or if it is the player himself who approaches your office to ask what more he needs to do? Carlo Ancelotti: All players who have doubts can come to my office to talk with me. I speak daily with him, with Endrick, and with the young players. I see that there is talk about a "Güler case," but this case has not reached me yet. He is working hard and obviously wants to play, just like all players do. It is a process for him, just as it was for all young players who are no longer young now, like Rodrygo, Vinícius, and Valverde. Young players need time to integrate into the best team in the world because here, there are. players of a very, very high level, and the competition is extremely tough. I think everyone understands that and those who don't, have to understand it. 😅😅😅

🚨🎥 You said that Arda Güler is fine and ready to play, but I would like to know how such a situation is handled with a young player. I don't know if you ask him for patience and more work, or if it is the player himself who approaches your office to ask what more he needs to do? Carlo Ancelotti: All players who have doubts can come to my office to talk with me. I speak daily with him, with Endrick, and with the young players. I see that there is talk about a "Güler case," but this case has not reached me yet. He is working hard and obviously wants to play, just like all players do. It is a process for him, just as it was for all young players who are no longer young now, like Rodrygo, Vinícius, and Valverde. Young players need time to integrate into the best team in the world because here, there are. players of a very, very high level, and the competition is extremely tough. I think everyone understands that and those who don't, have to understand it. 😅😅😅

Arda Güler (fan)

19,892 Aufrufe • vor 1 Jahr

#WATCH | Patna | On LoP Rahul Gandhi's claims on EC, Union Minister Chirag Paswan says, "Whose government stole the votes in Karnataka? Has he forgotten his party is in power in that state? And if the allegations are true, the government there should be sacked and President's rule should be imposed... They even complain when their plea is heard... What is the solution to the allegations he made? It is SIR and he still has problem with it happening in Bihar... If it happens in Karnataka, they will again raise objections while they cry for SIR..." On RJD leader Tejashwi Yadav's statement, he says, "... It has been nearly 8-9 days since the Election Commission issued the voter list... If your name is not on the list, you can apply through a website. Congress and RJD has not even registered an affidavit on the list, while on the other hand, they don't let the Parliament function... What can be said when the Leader of the Opposition has two voter IDs? Shouldn't this undergo revision?"

#WATCH | Patna | On LoP Rahul Gandhi's claims on EC, Union Minister Chirag Paswan says, "Whose government stole the votes in Karnataka? Has he forgotten his party is in power in that state? And if the allegations are true, the government there should be sacked and President's rule should be imposed... They even complain when their plea is heard... What is the solution to the allegations he made? It is SIR and he still has problem with it happening in Bihar... If it happens in Karnataka, they will again raise objections while they cry for SIR..." On RJD leader Tejashwi Yadav's statement, he says, "... It has been nearly 8-9 days since the Election Commission issued the voter list... If your name is not on the list, you can apply through a website. Congress and RJD has not even registered an affidavit on the list, while on the other hand, they don't let the Parliament function... What can be said when the Leader of the Opposition has two voter IDs? Shouldn't this undergo revision?"

ANI

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#WATCH | Idukki, Kerala | Interacting with students of Marian College Kuttikkanam (Autonomous), Lok Sabha LoP Rahul Gandhi says, "Actually India is not successful at AI... There are two players in the AI game. The United States and China. India, unfortunately, whether it is in robotics, or Ai, or modern technology, is not really a major player. Certainly, when compared to the US or China. You saw that in the AI Summit itself, a Chinese robot was masquerading as an Indian robot. If you want to be powerful at AI, you have to control your own data... The US deal that has just been done by the Prime Minister has handed over our entire data to the United States... We have damaged our potential in AI tremendously over the last couple of weeks... Jobs in the services and software industry, which were the mainstay of our country, are going to be wiped out by AI. I am worried that a transition is taking place on the data, manufacturing, and mobility front, and we are just looking..." (Source: Marian College Kuttikkanam Official)

#WATCH | Idukki, Kerala | Interacting with students of Marian College Kuttikkanam (Autonomous), Lok Sabha LoP Rahul Gandhi says, "Actually India is not successful at AI... There are two players in the AI game. The United States and China. India, unfortunately, whether it is in robotics, or Ai, or modern technology, is not really a major player. Certainly, when compared to the US or China. You saw that in the AI Summit itself, a Chinese robot was masquerading as an Indian robot. If you want to be powerful at AI, you have to control your own data... The US deal that has just been done by the Prime Minister has handed over our entire data to the United States... We have damaged our potential in AI tremendously over the last couple of weeks... Jobs in the services and software industry, which were the mainstay of our country, are going to be wiped out by AI. I am worried that a transition is taking place on the data, manufacturing, and mobility front, and we are just looking..." (Source: Marian College Kuttikkanam Official)

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