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𝐈𝐧𝐝𝐢𝐚 𝐢𝐬 𝐬𝐭𝐞𝐚𝐝𝐢𝐥𝐲 𝐞𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐚𝐬 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝'𝐬 𝐧𝐞𝐱𝐭 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐩𝐨𝐰𝐞𝐫𝐡𝐨𝐮𝐬𝐞. 🇮🇳💻 For decades, India led the world in software. Now, under PM Modi's leadership, the nation is laying the foundation to become a global semiconductor manufacturing hub. 🔹 India's semiconductor market is projected to grow from $45–50 billion today... to $120 billion by 2030 🔹 ₹76,000 crore allocated under the India Semiconductor Mission 🔹 Target to meet over 60% of India's chip demand through domestic production by 2035 🔹 Massive investments in fabs, packaging and testing facilities across multiple states 🔹 Around 2 million new jobs expected by 2035 across manufacturing, design and allied sectors 𝐖𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐯𝐢𝐝𝐞𝐨 𝐭𝐨 𝐝𝐢𝐬𝐜𝐨𝐯𝐞𝐫 𝐡𝐨𝐰 𝐈𝐧𝐝𝐢𝐚'𝐬 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐦𝐢𝐬𝐬𝐢𝐨𝐧 𝐜𝐨𝐮𝐥𝐝 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐭𝐡𝐞 𝐜𝐨𝐮𝐧𝐭𝐫𝐲'𝐬 𝐞𝐜𝐨𝐧𝐨𝐦𝐲 𝐚𝐧𝐝 𝐦𝐚𝐤𝐞 𝐢𝐭 𝐚 𝐦𝐚𝐣𝐨𝐫 𝐟𝐨𝐫𝐜𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐬𝐮𝐩𝐩𝐥𝐲 𝐜𝐡𝐚𝐢𝐧. ⬇️show more

BJP

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"𝐎𝐢𝐥 𝐰𝐚𝐬 𝐭𝐡𝐞 𝐛𝐥𝐚𝐜𝐤 𝐠𝐨𝐥𝐝 𝐨𝐟 𝐭𝐡𝐞 𝐩𝐚𝐬𝐭. 𝐂𝐡𝐢𝐩𝐬 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐝𝐢𝐚𝐦𝐨𝐧𝐝𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞." And PM Modi knew it long before many others. Not very long ago, India was almost entirely dependent on imported semiconductor technology. Today, under PM Modi's leadership, India is rapidly emerging as a global semiconductor hub. In 2021, PM Modi launched the Semicon India programme with a clear vision to make India a trusted destination for semiconductor manufacturing. ➡️ India's first semiconductor plant was approved in 2023. ➡️ More projects followed in 2024. ➡️ By 2025, five additional semiconductor projects had been cleared. In 2026, commercial chip packaging has begun at Sanand. It is proof that India's semiconductor mission is no longer just a vision. It is becoming a reality. With 10 semiconductor projects attracting over investment worth $18 billion (more than ₹1.5 lakh crore), India's progress reflects one thing above all: 𝐓𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐬 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚. 𝐀𝐧𝐝 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐢𝐬 𝐫𝐞𝐚𝐝𝐲 𝐭𝐨 𝐛𝐮𝐢𝐥𝐝 𝐭𝐡𝐞 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐟𝐮𝐭𝐮𝐫𝐞 𝐰𝐢𝐭𝐡 𝐈𝐧𝐝𝐢𝐚. 🇮🇳

"𝐎𝐢𝐥 𝐰𝐚𝐬 𝐭𝐡𝐞 𝐛𝐥𝐚𝐜𝐤 𝐠𝐨𝐥𝐝 𝐨𝐟 𝐭𝐡𝐞 𝐩𝐚𝐬𝐭. 𝐂𝐡𝐢𝐩𝐬 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐝𝐢𝐚𝐦𝐨𝐧𝐝𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞." And PM Modi knew it long before many others. Not very long ago, India was almost entirely dependent on imported semiconductor technology. Today, under PM Modi's leadership, India is rapidly emerging as a global semiconductor hub. In 2021, PM Modi launched the Semicon India programme with a clear vision to make India a trusted destination for semiconductor manufacturing. ➡️ India's first semiconductor plant was approved in 2023. ➡️ More projects followed in 2024. ➡️ By 2025, five additional semiconductor projects had been cleared. In 2026, commercial chip packaging has begun at Sanand. It is proof that India's semiconductor mission is no longer just a vision. It is becoming a reality. With 10 semiconductor projects attracting over investment worth $18 billion (more than ₹1.5 lakh crore), India's progress reflects one thing above all: 𝐓𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐬 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚. 𝐀𝐧𝐝 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐢𝐬 𝐫𝐞𝐚𝐝𝐲 𝐭𝐨 𝐛𝐮𝐢𝐥𝐝 𝐭𝐡𝐞 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐟𝐮𝐭𝐮𝐫𝐞 𝐰𝐢𝐭𝐡 𝐈𝐧𝐝𝐢𝐚. 🇮🇳

BJP

31,260 views • 24 days ago

𝐈𝐟 𝐲𝐨𝐮 𝐰𝐞𝐫𝐞 𝐛𝐨𝐫𝐧 𝐢𝐧 𝟐𝟎𝟎𝟖, 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐭𝐡𝐞 𝐈𝐧𝐝𝐢𝐚 𝐲𝐨𝐮 𝐢𝐧𝐡𝐞𝐫𝐢𝐭𝐞𝐝. You may not remember the years of terror, corruption and policy paralysis, but your parents do. Since 2014, India has witnessed a decade of transformation under PM Modi. 🔹 Jan Dhan brought banking to millions 🔹 Ayushman Bharat expanded healthcare access 🔹 Article 370 was abrogated 🔹 Balakot changed India's response to terrorism 🔹 UPI went global and Digital India accelerated 🔹 Defence exports, infrastructure and global standing reached new heights From a nation battling scams and uncertainty to one driving growth, security and innovation, this is the story of a changing India. 𝐖𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐯𝐢𝐝𝐞𝐨 𝐭𝐨 𝐬𝐞𝐞 𝐡𝐨𝐰 𝐈𝐧𝐝𝐢𝐚'𝐬 𝐣𝐨𝐮𝐫𝐧𝐞𝐲 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐞𝐝 𝐛𝐞𝐭𝐰𝐞𝐞𝐧 𝐲𝐨𝐮𝐫 𝐛𝐢𝐫𝐭𝐡 𝐢𝐧 𝟐𝟎𝟎𝟖 𝐚𝐧𝐝 𝐲𝐨𝐮𝐫 𝐚𝐝𝐮𝐥𝐭𝐡𝐨𝐨𝐝 𝐢𝐧 𝟐𝟎𝟐𝟔, 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐲𝐨𝐮𝐫 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐧𝐨𝐰 𝐡𝐨𝐥𝐝𝐬 𝐭𝐡𝐞 𝐩𝐞𝐧 𝐭𝐨 𝐬𝐡𝐚𝐩𝐞 𝐕𝐢𝐤𝐬𝐢𝐭 𝐁𝐡𝐚𝐫𝐚𝐭. 🎥

𝐈𝐟 𝐲𝐨𝐮 𝐰𝐞𝐫𝐞 𝐛𝐨𝐫𝐧 𝐢𝐧 𝟐𝟎𝟎𝟖, 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐭𝐡𝐞 𝐈𝐧𝐝𝐢𝐚 𝐲𝐨𝐮 𝐢𝐧𝐡𝐞𝐫𝐢𝐭𝐞𝐝. You may not remember the years of terror, corruption and policy paralysis, but your parents do. Since 2014, India has witnessed a decade of transformation under PM Modi. 🔹 Jan Dhan brought banking to millions 🔹 Ayushman Bharat expanded healthcare access 🔹 Article 370 was abrogated 🔹 Balakot changed India's response to terrorism 🔹 UPI went global and Digital India accelerated 🔹 Defence exports, infrastructure and global standing reached new heights From a nation battling scams and uncertainty to one driving growth, security and innovation, this is the story of a changing India. 𝐖𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐯𝐢𝐝𝐞𝐨 𝐭𝐨 𝐬𝐞𝐞 𝐡𝐨𝐰 𝐈𝐧𝐝𝐢𝐚'𝐬 𝐣𝐨𝐮𝐫𝐧𝐞𝐲 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐞𝐝 𝐛𝐞𝐭𝐰𝐞𝐞𝐧 𝐲𝐨𝐮𝐫 𝐛𝐢𝐫𝐭𝐡 𝐢𝐧 𝟐𝟎𝟎𝟖 𝐚𝐧𝐝 𝐲𝐨𝐮𝐫 𝐚𝐝𝐮𝐥𝐭𝐡𝐨𝐨𝐝 𝐢𝐧 𝟐𝟎𝟐𝟔, 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐲𝐨𝐮𝐫 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐧𝐨𝐰 𝐡𝐨𝐥𝐝𝐬 𝐭𝐡𝐞 𝐩𝐞𝐧 𝐭𝐨 𝐬𝐡𝐚𝐩𝐞 𝐕𝐢𝐤𝐬𝐢𝐭 𝐁𝐡𝐚𝐫𝐚𝐭. 🎥

BJP

34,733 views • 23 days ago

𝐀 𝐥𝐚𝐧𝐝𝐦𝐚𝐫𝐤 𝐝𝐞𝐚𝐥. 𝐀 𝐛𝐢𝐠𝐠𝐞𝐫 𝐦𝐚𝐫𝐤𝐞𝐭. 𝐀 𝐬𝐭𝐫𝐨𝐧𝐠𝐞𝐫 𝐈𝐧𝐝𝐢𝐚. 🇮🇳🤝🇬🇧 Under PM Modi's leadership, the India–UK Free Trade Agreement marks a major step towards expanding India's global economic footprint. 🔹 99% of Indian exports to the UK to enjoy 𝐳𝐞𝐫𝐨-𝐝𝐮𝐭𝐲 𝐚𝐜𝐜𝐞𝐬𝐬 🔹 Bilateral trade targeted to reach $120 billion by 2030 🔹 Major boost for textiles, engineering goods, gems and jewellery, marine products and auto components 🔹 Easier mobility for Indian professionals in IT, healthcare, finance and education 🔹 Double Contribution Convention to save Indian businesses and professionals ₹𝟒,𝟎𝟎𝟎 𝐜𝐫𝐨𝐫𝐞+ 𝐖𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐯𝐢𝐝𝐞𝐨 𝐭𝐨 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐡𝐨𝐰 𝐭𝐡𝐞 𝐈𝐧𝐝𝐢𝐚–𝐔𝐊 𝐅𝐓𝐀 𝐜𝐨𝐮𝐥𝐝 𝐛𝐨𝐨𝐬𝐭 𝐣𝐨𝐛𝐬, 𝐞𝐱𝐩𝐨𝐫𝐭𝐬 𝐚𝐧𝐝 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐠𝐫𝐨𝐰𝐭𝐡 𝐰𝐡𝐢𝐥𝐞 𝐨𝐩𝐞𝐧𝐢𝐧𝐠 𝐧𝐞𝐰 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐟𝐨𝐫 𝐈𝐧𝐝𝐢𝐚𝐧 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐚𝐧𝐝 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬. 🎥

𝐀 𝐥𝐚𝐧𝐝𝐦𝐚𝐫𝐤 𝐝𝐞𝐚𝐥. 𝐀 𝐛𝐢𝐠𝐠𝐞𝐫 𝐦𝐚𝐫𝐤𝐞𝐭. 𝐀 𝐬𝐭𝐫𝐨𝐧𝐠𝐞𝐫 𝐈𝐧𝐝𝐢𝐚. 🇮🇳🤝🇬🇧 Under PM Modi's leadership, the India–UK Free Trade Agreement marks a major step towards expanding India's global economic footprint. 🔹 99% of Indian exports to the UK to enjoy 𝐳𝐞𝐫𝐨-𝐝𝐮𝐭𝐲 𝐚𝐜𝐜𝐞𝐬𝐬 🔹 Bilateral trade targeted to reach $120 billion by 2030 🔹 Major boost for textiles, engineering goods, gems and jewellery, marine products and auto components 🔹 Easier mobility for Indian professionals in IT, healthcare, finance and education 🔹 Double Contribution Convention to save Indian businesses and professionals ₹𝟒,𝟎𝟎𝟎 𝐜𝐫𝐨𝐫𝐞+ 𝐖𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐯𝐢𝐝𝐞𝐨 𝐭𝐨 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐡𝐨𝐰 𝐭𝐡𝐞 𝐈𝐧𝐝𝐢𝐚–𝐔𝐊 𝐅𝐓𝐀 𝐜𝐨𝐮𝐥𝐝 𝐛𝐨𝐨𝐬𝐭 𝐣𝐨𝐛𝐬, 𝐞𝐱𝐩𝐨𝐫𝐭𝐬 𝐚𝐧𝐝 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐠𝐫𝐨𝐰𝐭𝐡 𝐰𝐡𝐢𝐥𝐞 𝐨𝐩𝐞𝐧𝐢𝐧𝐠 𝐧𝐞𝐰 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐟𝐨𝐫 𝐈𝐧𝐝𝐢𝐚𝐧 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐚𝐧𝐝 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬. 🎥

BJP

30,857 views • 16 days ago

𝐖𝐡𝐚𝐭 𝐢𝐟 𝐭𝐫𝐚𝐝𝐞 𝐚𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬 𝐜𝐨𝐮𝐥𝐝 𝐜𝐫𝐞𝐚𝐭𝐞 𝐣𝐨𝐛𝐬 𝐚𝐭 𝐡𝐨𝐦𝐞 𝐰𝐡𝐢𝐥𝐞 𝐮𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐬𝐨𝐦𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝'𝐬 𝐥𝐚𝐫𝐠𝐞𝐬𝐭 𝐦𝐚𝐫𝐤𝐞𝐭𝐬? 🌍🇮🇳 Under PM Modi, India's trade strategy is opening new opportunities for businesses, farmers, and manufacturers while strengthening the country's position in the global economy. 🔹 India-Oman deal offers duty-free access for 98% of Indian exports 🔹 9 major trade agreements signed, covering 38 developed nations 🔹 UAE agreement has expanded market access across key sectors 🔹 EFTA nations have committed $100 billion in investments over 15 years 🔹 India–EU trade negotiations are set to unlock access to one of the world's largest consumer markets From textiles and pharmaceuticals to agriculture and manufacturing, these partnerships are driving exports, attracting investment, and generating new opportunities for growth. 𝐖𝐚𝐭𝐜𝐡 𝐡𝐨𝐰 𝐈𝐧𝐝𝐢𝐚 𝐢𝐬 𝐞𝐱𝐩𝐚𝐧𝐝𝐢𝐧𝐠 𝐢𝐭𝐬 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐟𝐨𝐨𝐭𝐩𝐫𝐢𝐧𝐭 𝐚𝐜𝐫𝐨𝐬𝐬 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐰𝐡𝐢𝐥𝐞 𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐬 𝐚𝐭 𝐭𝐡𝐞 𝐜𝐨𝐫𝐞 𝐨𝐟 𝐢𝐭𝐬 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲. 🎥

𝐖𝐡𝐚𝐭 𝐢𝐟 𝐭𝐫𝐚𝐝𝐞 𝐚𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬 𝐜𝐨𝐮𝐥𝐝 𝐜𝐫𝐞𝐚𝐭𝐞 𝐣𝐨𝐛𝐬 𝐚𝐭 𝐡𝐨𝐦𝐞 𝐰𝐡𝐢𝐥𝐞 𝐮𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐬𝐨𝐦𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝'𝐬 𝐥𝐚𝐫𝐠𝐞𝐬𝐭 𝐦𝐚𝐫𝐤𝐞𝐭𝐬? 🌍🇮🇳 Under PM Modi, India's trade strategy is opening new opportunities for businesses, farmers, and manufacturers while strengthening the country's position in the global economy. 🔹 India-Oman deal offers duty-free access for 98% of Indian exports 🔹 9 major trade agreements signed, covering 38 developed nations 🔹 UAE agreement has expanded market access across key sectors 🔹 EFTA nations have committed $100 billion in investments over 15 years 🔹 India–EU trade negotiations are set to unlock access to one of the world's largest consumer markets From textiles and pharmaceuticals to agriculture and manufacturing, these partnerships are driving exports, attracting investment, and generating new opportunities for growth. 𝐖𝐚𝐭𝐜𝐡 𝐡𝐨𝐰 𝐈𝐧𝐝𝐢𝐚 𝐢𝐬 𝐞𝐱𝐩𝐚𝐧𝐝𝐢𝐧𝐠 𝐢𝐭𝐬 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐟𝐨𝐨𝐭𝐩𝐫𝐢𝐧𝐭 𝐚𝐜𝐫𝐨𝐬𝐬 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐰𝐡𝐢𝐥𝐞 𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐬 𝐚𝐭 𝐭𝐡𝐞 𝐜𝐨𝐫𝐞 𝐨𝐟 𝐢𝐭𝐬 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲. 🎥

BJP

16,058 views • 1 month ago

𝐅𝐫𝐨𝐦 𝐈𝐬𝐨𝐥𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧: 𝐓𝐡𝐞 𝐑𝐢𝐬𝐞 𝐨𝐟 𝐍𝐨𝐫𝐭𝐡𝐞𝐚𝐬𝐭 𝐈𝐧𝐝𝐢𝐚 🌄🇮🇳 Once seen as a distant frontier, the Northeast is today emerging as a hub of connectivity, investment, and opportunity under PM Modi's leadership. 🔹 National highways expanded from 10,905 km in 2014 to over 16,200 km. 🔹 Landmark projects like the Sela Tunnel and Bhairabi-Sairang railway line are enhancing all-weather connectivity. 🔹 Operational airports doubled from 9 to 17 under UDAN. 🔹 Natural farming is gaining momentum across Assam, Nagaland, and Manipur. 🔹 The ₹27,000 crore Tata semiconductor plant is positioning Assam as a manufacturing powerhouse. 🔹 Violent incidents fell by nearly 70% between 2014 and 2024. 🔹 12 historic peace accords have strengthened stability across the region. 𝐅𝐫𝐨𝐦 𝐛𝐞𝐭𝐭𝐞𝐫 𝐫𝐨𝐚𝐝𝐬 𝐚𝐧𝐝 𝐫𝐚𝐢𝐥𝐰𝐚𝐲𝐬 𝐭𝐨 𝐩𝐞𝐚𝐜𝐞 𝐚𝐧𝐝 𝐩𝐫𝐨𝐬𝐩𝐞𝐫𝐢𝐭𝐲, 𝐭𝐡𝐞 𝐍𝐨𝐫𝐭𝐡𝐞𝐚𝐬𝐭 𝐢𝐬 𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐧𝐠 𝐚 𝐫𝐞𝐦𝐚𝐫𝐤𝐚𝐛𝐥𝐞 𝐧𝐞𝐰 𝐜𝐡𝐚𝐩𝐭𝐞𝐫 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚'𝐬 𝐠𝐫𝐨𝐰𝐭𝐡 𝐬𝐭𝐨𝐫𝐲. 🎥

𝐅𝐫𝐨𝐦 𝐈𝐬𝐨𝐥𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧: 𝐓𝐡𝐞 𝐑𝐢𝐬𝐞 𝐨𝐟 𝐍𝐨𝐫𝐭𝐡𝐞𝐚𝐬𝐭 𝐈𝐧𝐝𝐢𝐚 🌄🇮🇳 Once seen as a distant frontier, the Northeast is today emerging as a hub of connectivity, investment, and opportunity under PM Modi's leadership. 🔹 National highways expanded from 10,905 km in 2014 to over 16,200 km. 🔹 Landmark projects like the Sela Tunnel and Bhairabi-Sairang railway line are enhancing all-weather connectivity. 🔹 Operational airports doubled from 9 to 17 under UDAN. 🔹 Natural farming is gaining momentum across Assam, Nagaland, and Manipur. 🔹 The ₹27,000 crore Tata semiconductor plant is positioning Assam as a manufacturing powerhouse. 🔹 Violent incidents fell by nearly 70% between 2014 and 2024. 🔹 12 historic peace accords have strengthened stability across the region. 𝐅𝐫𝐨𝐦 𝐛𝐞𝐭𝐭𝐞𝐫 𝐫𝐨𝐚𝐝𝐬 𝐚𝐧𝐝 𝐫𝐚𝐢𝐥𝐰𝐚𝐲𝐬 𝐭𝐨 𝐩𝐞𝐚𝐜𝐞 𝐚𝐧𝐝 𝐩𝐫𝐨𝐬𝐩𝐞𝐫𝐢𝐭𝐲, 𝐭𝐡𝐞 𝐍𝐨𝐫𝐭𝐡𝐞𝐚𝐬𝐭 𝐢𝐬 𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐧𝐠 𝐚 𝐫𝐞𝐦𝐚𝐫𝐤𝐚𝐛𝐥𝐞 𝐧𝐞𝐰 𝐜𝐡𝐚𝐩𝐭𝐞𝐫 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚'𝐬 𝐠𝐫𝐨𝐰𝐭𝐡 𝐬𝐭𝐨𝐫𝐲. 🎥

BJP

13,767 views • 1 month ago

𝐖𝐡𝐢𝐥𝐞 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐫𝐚𝐜𝐞𝐝 𝐚𝐡𝐞𝐚𝐝 𝐢𝐧 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫𝐬, 𝐈𝐧𝐝𝐢𝐚 𝐫𝐞𝐦𝐚𝐢𝐧𝐞𝐝 𝐭𝐫𝐚𝐩𝐩𝐞𝐝 𝐢𝐧 𝐫𝐞𝐝 𝐭𝐚𝐩𝐞 𝐮𝐧𝐝𝐞𝐫 𝐭𝐡𝐞 𝐂𝐨𝐧𝐠𝐫𝐞𝐬𝐬. 𝐓𝐨𝐝𝐚𝐲, 𝐮𝐧𝐝𝐞𝐫 𝐏𝐌 𝐌𝐨𝐝𝐢, 𝐢𝐭 𝐢𝐬 𝐟𝐢𝐧𝐚𝐥𝐥𝐲 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐰𝐡𝐚𝐭 𝐬𝐡𝐨𝐮𝐥𝐝 𝐡𝐚𝐯𝐞 𝐛𝐞𝐞𝐧 𝐛𝐮𝐢𝐥𝐭 𝐝𝐞𝐜𝐚𝐝𝐞𝐬 𝐚𝐠𝐨. ⚙️ India had an early opportunity to become a semiconductor powerhouse, but decades of bureaucracy, delays and policy inertia under Congress meant the country missed out on the first chip revolution. Now, India is making a comeback: 🔹 Tata Electronics' ₹91,000+ crore semiconductor fab in Dholera 🔹 Micron is establishing semiconductor operations in Gujarat 🔹 Strategic partnership with ASML, maker of the world's most advanced chipmaking equipment 🔹 A growing ecosystem focused on manufacturing, innovation and technological self-reliance Watch how India is working to reclaim its place in one of the world's most important industries. 𓇲 🎥

𝐖𝐡𝐢𝐥𝐞 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐫𝐚𝐜𝐞𝐝 𝐚𝐡𝐞𝐚𝐝 𝐢𝐧 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫𝐬, 𝐈𝐧𝐝𝐢𝐚 𝐫𝐞𝐦𝐚𝐢𝐧𝐞𝐝 𝐭𝐫𝐚𝐩𝐩𝐞𝐝 𝐢𝐧 𝐫𝐞𝐝 𝐭𝐚𝐩𝐞 𝐮𝐧𝐝𝐞𝐫 𝐭𝐡𝐞 𝐂𝐨𝐧𝐠𝐫𝐞𝐬𝐬. 𝐓𝐨𝐝𝐚𝐲, 𝐮𝐧𝐝𝐞𝐫 𝐏𝐌 𝐌𝐨𝐝𝐢, 𝐢𝐭 𝐢𝐬 𝐟𝐢𝐧𝐚𝐥𝐥𝐲 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐰𝐡𝐚𝐭 𝐬𝐡𝐨𝐮𝐥𝐝 𝐡𝐚𝐯𝐞 𝐛𝐞𝐞𝐧 𝐛𝐮𝐢𝐥𝐭 𝐝𝐞𝐜𝐚𝐝𝐞𝐬 𝐚𝐠𝐨. ⚙️ India had an early opportunity to become a semiconductor powerhouse, but decades of bureaucracy, delays and policy inertia under Congress meant the country missed out on the first chip revolution. Now, India is making a comeback: 🔹 Tata Electronics' ₹91,000+ crore semiconductor fab in Dholera 🔹 Micron is establishing semiconductor operations in Gujarat 🔹 Strategic partnership with ASML, maker of the world's most advanced chipmaking equipment 🔹 A growing ecosystem focused on manufacturing, innovation and technological self-reliance Watch how India is working to reclaim its place in one of the world's most important industries. 𓇲 🎥

BJP

13,685 views • 1 month ago

𝟏𝟐 𝐲𝐞𝐚𝐫𝐬. 𝐁𝐨𝐥𝐝 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬. 𝐀 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐞𝐝 𝐈𝐧𝐝𝐢𝐚. 🇮🇳 Since 2014, India’s growth story has been driven by a mix of welfare, reforms, infrastructure, and national ambition under PM Modi’s leadership. From financial inclusion and sanitation to digital transformation and manufacturing expansion, the country today looks vastly different from a decade ago. 🔹 50+ crore Jan Dhan accounts opened 🔹 4+ crore houses sanctioned under PM Awas Yojana 🔹 10+ crore Ujjwala LPG connections provided 🔹 55+ crore Ayushman Bharat beneficiaries covered 🔹 GST implemented to unify India’s tax system 🔹 Article 370 abrogated 🔹 Massive push in highways, railways, airports & metros 🔹 PLI schemes boosting semiconductors, electronics & solar manufacturing 🔹 Rapid expansion of Digital India & UPI-led payments From welfare delivery to structural reforms, from villages to global boardrooms — these 12 years have reshaped India’s development journey. 𝐖𝐚𝐭𝐜𝐡 𝐡𝐨𝐰 𝐏𝐌 𝐌𝐨𝐝𝐢’𝐬 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐜𝐡𝐚𝐧𝐠𝐞𝐝 𝐭𝐡𝐞 𝐝𝐢𝐫𝐞𝐜𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐩𝐢𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐧𝐚𝐭𝐢𝐨𝐧. 🎥

𝟏𝟐 𝐲𝐞𝐚𝐫𝐬. 𝐁𝐨𝐥𝐝 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬. 𝐀 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐞𝐝 𝐈𝐧𝐝𝐢𝐚. 🇮🇳 Since 2014, India’s growth story has been driven by a mix of welfare, reforms, infrastructure, and national ambition under PM Modi’s leadership. From financial inclusion and sanitation to digital transformation and manufacturing expansion, the country today looks vastly different from a decade ago. 🔹 50+ crore Jan Dhan accounts opened 🔹 4+ crore houses sanctioned under PM Awas Yojana 🔹 10+ crore Ujjwala LPG connections provided 🔹 55+ crore Ayushman Bharat beneficiaries covered 🔹 GST implemented to unify India’s tax system 🔹 Article 370 abrogated 🔹 Massive push in highways, railways, airports & metros 🔹 PLI schemes boosting semiconductors, electronics & solar manufacturing 🔹 Rapid expansion of Digital India & UPI-led payments From welfare delivery to structural reforms, from villages to global boardrooms — these 12 years have reshaped India’s development journey. 𝐖𝐚𝐭𝐜𝐡 𝐡𝐨𝐰 𝐏𝐌 𝐌𝐨𝐝𝐢’𝐬 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐜𝐡𝐚𝐧𝐠𝐞𝐝 𝐭𝐡𝐞 𝐝𝐢𝐫𝐞𝐜𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐩𝐢𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐧𝐚𝐭𝐢𝐨𝐧. 🎥

BJP

16,649 views • 2 months ago

𝐈𝐧𝐝𝐢𝐚 𝐜𝐡𝐨𝐬𝐞 𝐩𝐞𝐚𝐜𝐞. 𝐏𝐚𝐤𝐢𝐬𝐭𝐚𝐧 𝐜𝐡𝐨𝐬𝐞 𝐛𝐞𝐭𝐫𝐚𝐲𝐚𝐥. 𝐀𝐧𝐝 𝐭𝐡𝐞𝐧, 𝐨𝐮𝐫 𝐬𝐨𝐥𝐝𝐢𝐞𝐫𝐬 𝐬𝐞𝐜𝐮𝐫𝐞𝐝 𝐯𝐢𝐜𝐭𝐨𝐫𝐲. 🇮🇳🫡 On 26 July 1999, India brought Operation Vijay to a victorious conclusion, reclaiming every occupied position and restoring the Tricolour over the Kargil heights. 🪖 The Lahore Declaration reflected India's sincere commitment to peace ⚔️ Even as peace efforts continued, Operation Badr was launched by Pakistan through infiltration across the Line of Control 🏔️ The Indian Army and Air Force responded with Operation Vijay and Operation Safed Sagar, overcoming some of the world's toughest battlefield conditions 🚩 The capture of Tiger Hill proved to be the turning point before every major objective was achieved #KargilVijayDiwas is more than a military victory. It's a reminder that while India believes in peace, it will always defend its sovereignty with unwavering resolve. ▶️ 𝐖𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐯𝐢𝐝𝐞𝐨 𝐭𝐨 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐡𝐨𝐰 𝐜𝐨𝐮𝐫𝐚𝐠𝐞, 𝐬𝐚𝐜𝐫𝐢𝐟𝐢𝐜𝐞 𝐚𝐧𝐝 𝐝𝐞𝐭𝐞𝐫𝐦𝐢𝐧𝐚𝐭𝐢𝐨𝐧 𝐭𝐮𝐫𝐧𝐞𝐝 𝐛𝐞𝐭𝐫𝐚𝐲𝐚𝐥 𝐢𝐧𝐭𝐨 𝐨𝐧𝐞 𝐨𝐟 𝐈𝐧𝐝𝐢𝐚'𝐬 𝐠𝐫𝐞𝐚𝐭𝐞𝐬𝐭 𝐦𝐢𝐥𝐢𝐭𝐚𝐫𝐲 𝐯𝐢𝐜𝐭𝐨𝐫𝐢𝐞𝐬.

𝐈𝐧𝐝𝐢𝐚 𝐜𝐡𝐨𝐬𝐞 𝐩𝐞𝐚𝐜𝐞. 𝐏𝐚𝐤𝐢𝐬𝐭𝐚𝐧 𝐜𝐡𝐨𝐬𝐞 𝐛𝐞𝐭𝐫𝐚𝐲𝐚𝐥. 𝐀𝐧𝐝 𝐭𝐡𝐞𝐧, 𝐨𝐮𝐫 𝐬𝐨𝐥𝐝𝐢𝐞𝐫𝐬 𝐬𝐞𝐜𝐮𝐫𝐞𝐝 𝐯𝐢𝐜𝐭𝐨𝐫𝐲. 🇮🇳🫡 On 26 July 1999, India brought Operation Vijay to a victorious conclusion, reclaiming every occupied position and restoring the Tricolour over the Kargil heights. 🪖 The Lahore Declaration reflected India's sincere commitment to peace ⚔️ Even as peace efforts continued, Operation Badr was launched by Pakistan through infiltration across the Line of Control 🏔️ The Indian Army and Air Force responded with Operation Vijay and Operation Safed Sagar, overcoming some of the world's toughest battlefield conditions 🚩 The capture of Tiger Hill proved to be the turning point before every major objective was achieved #KargilVijayDiwas is more than a military victory. It's a reminder that while India believes in peace, it will always defend its sovereignty with unwavering resolve. ▶️ 𝐖𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐯𝐢𝐝𝐞𝐨 𝐭𝐨 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐡𝐨𝐰 𝐜𝐨𝐮𝐫𝐚𝐠𝐞, 𝐬𝐚𝐜𝐫𝐢𝐟𝐢𝐜𝐞 𝐚𝐧𝐝 𝐝𝐞𝐭𝐞𝐫𝐦𝐢𝐧𝐚𝐭𝐢𝐨𝐧 𝐭𝐮𝐫𝐧𝐞𝐝 𝐛𝐞𝐭𝐫𝐚𝐲𝐚𝐥 𝐢𝐧𝐭𝐨 𝐨𝐧𝐞 𝐨𝐟 𝐈𝐧𝐝𝐢𝐚'𝐬 𝐠𝐫𝐞𝐚𝐭𝐞𝐬𝐭 𝐦𝐢𝐥𝐢𝐭𝐚𝐫𝐲 𝐯𝐢𝐜𝐭𝐨𝐫𝐢𝐞𝐬.

BJP

33,729 views • 5 days ago

India could have been a semiconductor superpower in 1964 but Congress spent the next 50 years making sure every opportunity was killed before it started, the story of what we lost becomes impossible to read without anger. In 1964 Robert Noyce, the co-founder of Intel, came to India with a complete blueprint to make this country the global leader in chip manufacturing. He did not come empty handed. He came with the technology, the vision and the intent to build something that would have changed India's trajectory for generations. Congress sent him to 50 government offices. He got tired. He left. He went to Hong Kong. And Hong Kong's fortunes changed instead of ours. That was not bad luck. That was a policy outcome. The story did not end there. In 1989 India's only chip plant, SCL Mohali, burned down in a fire. The government took 8 years to rebuild it. 8 years. In a sector where technology generations turn over faster than most government files get processed. Then 2005. Intel was ready to bring a 700 million dollar plant to India. UPA government refused to offer tax incentives. Intel walked. In the same era AMD's imported equipment sat at Indian ports for years gathering dust before being sent back to the country it came from. By 2014 India did not have a single commercial chip fabrication plant. Not one. The country that produces a significant portion of the world's semiconductor engineers. The country that built ISRO's computational infrastructure. The country whose mathematicians and scientists power Silicon Valley. Had zero chip plants of its own after 50 years of governance that treated every serious investor like a bureaucratic inconvenience. Now look at the last 12 years. Over 25 billion dollars committed under India's Semiconductor Mission. Micron's plant operational in Gujarat. 80,000 wafers being produced monthly at Taloja. Tata's Assam plant packaging 48 million chips daily. Tata Electronics partnering with ASML for the Dholera fab. India entering the semiconductor supply chain that three countries controlled for decades. The talent was always here. The difference between 1964 and 2024 is not technology. It is not capital. It is not engineering capability. It is a government that finally said yes instead of sending the investor to the 51st office.

India could have been a semiconductor superpower in 1964 but Congress spent the next 50 years making sure every opportunity was killed before it started, the story of what we lost becomes impossible to read without anger. In 1964 Robert Noyce, the co-founder of Intel, came to India with a complete blueprint to make this country the global leader in chip manufacturing. He did not come empty handed. He came with the technology, the vision and the intent to build something that would have changed India's trajectory for generations. Congress sent him to 50 government offices. He got tired. He left. He went to Hong Kong. And Hong Kong's fortunes changed instead of ours. That was not bad luck. That was a policy outcome. The story did not end there. In 1989 India's only chip plant, SCL Mohali, burned down in a fire. The government took 8 years to rebuild it. 8 years. In a sector where technology generations turn over faster than most government files get processed. Then 2005. Intel was ready to bring a 700 million dollar plant to India. UPA government refused to offer tax incentives. Intel walked. In the same era AMD's imported equipment sat at Indian ports for years gathering dust before being sent back to the country it came from. By 2014 India did not have a single commercial chip fabrication plant. Not one. The country that produces a significant portion of the world's semiconductor engineers. The country that built ISRO's computational infrastructure. The country whose mathematicians and scientists power Silicon Valley. Had zero chip plants of its own after 50 years of governance that treated every serious investor like a bureaucratic inconvenience. Now look at the last 12 years. Over 25 billion dollars committed under India's Semiconductor Mission. Micron's plant operational in Gujarat. 80,000 wafers being produced monthly at Taloja. Tata's Assam plant packaging 48 million chips daily. Tata Electronics partnering with ASML for the Dholera fab. India entering the semiconductor supply chain that three countries controlled for decades. The talent was always here. The difference between 1964 and 2024 is not technology. It is not capital. It is not engineering capability. It is a government that finally said yes instead of sending the investor to the 51st office.

Karan Datta 🇮🇳

71,706 views • 3 days ago

Micron is going to be a $4,000 stock and the CEO just told you exactly why in one interview (Save this). Micron is no longer a chip company but rather a America's monopoly on the most strategically critical material in the AI buildout. It's the only western company manufacturing memory at advanced nodes, sitting on $200 billion in committed domestic capex, with every unit of its highest value product already sold. let's start with the supply reality, Mehrotra said Micron can currently meet only 50% to two thirds of the demand from its key customers. That shortage will last well beyond 2027, and meaningful new supply from anyone in the industry does not arrive until 2028 at the earliest. Two more years of demand outpacing supply in a market growing 168% year over year and that is the floor on the bull case. Now layer on what makes this cycle structurally different from every one before it. Micron is the only American memory manufacturer on earth, Samsung and SK Hynix are South Korean. In a world where AI infrastructure has become a declared national security priority where Commerce Secretary Lutnick and Trade Ambassador Greer personally showed up to a fab dedication in Manassas, Virginia being the only US memory company is not just a competitive advantage. It is a government backed structural monopoly on the most critical input to the US AI buildout, backed by $6.2 billion in CHIPS Act subsidies across Idaho, New York, and Virginia. The $200 billion buildout spans Manassas for DDR4 defense and industrial memory, Boise for leading-edge DRAM with first wafers out mid 2027, a second Boise HBM fab with first wafers by end of 2028, and the Syracuse megafab, the largest semiconductor facility in US history, breaking ground January 2026 with up to four fabs over time. Combined, these sites take Micron's domestic production from 10% of its total output today to 40% over the next decade, and create 90,000 jobs in the process. The business model transformation is the real story. Come join Milk Road Pro for our full breakdown, our complete Micron valuation model incorporating the $200 billion domestic buildout and our entire AI thesis. Link below.

Micron is going to be a $4,000 stock and the CEO just told you exactly why in one interview (Save this). Micron is no longer a chip company but rather a America's monopoly on the most strategically critical material in the AI buildout. It's the only western company manufacturing memory at advanced nodes, sitting on $200 billion in committed domestic capex, with every unit of its highest value product already sold. let's start with the supply reality, Mehrotra said Micron can currently meet only 50% to two thirds of the demand from its key customers. That shortage will last well beyond 2027, and meaningful new supply from anyone in the industry does not arrive until 2028 at the earliest. Two more years of demand outpacing supply in a market growing 168% year over year and that is the floor on the bull case. Now layer on what makes this cycle structurally different from every one before it. Micron is the only American memory manufacturer on earth, Samsung and SK Hynix are South Korean. In a world where AI infrastructure has become a declared national security priority where Commerce Secretary Lutnick and Trade Ambassador Greer personally showed up to a fab dedication in Manassas, Virginia being the only US memory company is not just a competitive advantage. It is a government backed structural monopoly on the most critical input to the US AI buildout, backed by $6.2 billion in CHIPS Act subsidies across Idaho, New York, and Virginia. The $200 billion buildout spans Manassas for DDR4 defense and industrial memory, Boise for leading-edge DRAM with first wafers out mid 2027, a second Boise HBM fab with first wafers by end of 2028, and the Syracuse megafab, the largest semiconductor facility in US history, breaking ground January 2026 with up to four fabs over time. Combined, these sites take Micron's domestic production from 10% of its total output today to 40% over the next decade, and create 90,000 jobs in the process. The business model transformation is the real story. Come join Milk Road Pro for our full breakdown, our complete Micron valuation model incorporating the $200 billion domestic buildout and our entire AI thesis. Link below.

Milk Road AI

235,103 views • 1 month ago

MIT announces the Initiative for New Manufacturing | Peter Dizikes, MIT News The Institute-wide effort aims to bolster industry and create jobs by driving innovation across vital manufacturing sectors. MIT today launched its Initiative for New Manufacturing (INM), an Institute-wide effort to reinfuse U.S. industrial production with leading-edge technologies, bolster crucial U.S. economic sectors, and ignite job creation. The initiative will encompass advanced research, innovative education programs, and partnership with companies across many sectors, in a bid to help transform manufacturing and elevate its impact. “We want to work with firms big and small, in cities, small towns and everywhere in between, to help them adopt new approaches for increased productivity,” MIT President Sally A. Kornbluth wrote in a letter to the Institute community this morning. “We want to deliberately design high-quality, human-centered manufacturing jobs that bring new life to communities across the country.” Kornbluth added: “Helping America build a future of new manufacturing is a perfect job for MIT — and I’m convinced that there is no more important work we can do to meet the moment and serve the nation now.” The Initiative for New Manufacturing also announced its first six founding industry consortium members: Amgen, Flex, GE Vernova, PTC, Sanofi, and Siemens. Participants in the INM Industry Consortium will support seed projects proposed by MIT researchers, initially in the area of artificial intelligence for manufacturing. INM joins the ranks of MIT’s other presidential initiatives — including The Climate Project at MIT; MITHIC, which supports the human-centered disciplines; MIT HEALS, centered on the life sciences and health; and MGAIC, the MIT Generative AI Impact Consortium. “There is tremendous opportunity to bring together a vibrant community working across every scale — from nanotechnology to large-scale manufacturing — and across a wide-range of applications including semiconductors, medical devices, automotive, energy systems, and biotechnology,” says Anantha Chandrakasan, MIT’s chief innovation and strategy officer and dean of engineering, who is part of the initiative’s leadership team. “MIT is uniquely positioned to harness the transformative power of digital tools and AI to shape future of manufacturing. I’m truly excited about what we can build together and the synergies this creates with other cross-cutting initiatives across the Institute.” The initiative is just the latest MIT-centered effort in recent decades aiming to expand American manufacturing. A faculty research group wrote the 1989 bestseller “Made in America: Regaining the Productive Edge,” advocating for a renewal of manufacturing; another MIT project, called Production in the Innovation Economy, called for expanded manufacturing in the early 2010s. In 2016, MIT also founded The Engine, a venture fund investing in hardware-based “tough tech” start-ups including many with potential to became substantial manufacturing firms. As developed, the MIT Initiative for New Manufacturing is based around four major themes: - Reimagining manufacturing technologies and systems: realizing breakthrough technologies and system-level approaches to advance energy production, health care, computing, transportation, consumer products, and more; - Elevating the productivity and experience of manufacturing: developing and deploying new digitally driven methods and tools to amplify productivity and improve the human experience of manufacturing; - Scaling new manufacturing: accelerating the scaling of manufacturing companies and transforming supply chains to maximize efficiency and resilience, fostering product innovation and business growth; and - Transforming the manufacturing base: driving the deployment of a sustainable global manufacturing ecosystem that provides compelling opportunities to workers, with major efforts focused on the U.S. The initiative has mapped out many concrete activities and programs, which will include an Institute-wide research program on emerging technologies and other major topics; workforce and education programs; and industry engagement and participation. INM also aims to establish new labs for developing manufacturing tools and techniques; a “factory observatory” program which immerses students in manufacturing through visits to production sites; and key “pillars” focusing on areas from semiconductors and biomanufacturing to defense and aviation. The workforce and education element of INM will include TechAMP, an MIT-created program that works with community colleges to bridge the gap between technicians and engineers; AI-driven teaching tools; professional education; and an effort to expand manufacturing education on campus in collaboration with MIT departments and degree programs. INM’s leadership team has three faculty co-directors: John Hart, the Class of 1922 Professor and head of the Department of Mechanical Engineering; Suzanne Berger, Institute Professor at MIT and a political scientist who has conducted influential empirical studies of manufacturing; and Chris Love, the Raymond A. and Helen E. St. Laurent Professor of Chemical Engineering. The initiative’s executive director is Julie Diop. The initiative is in the process of forming a faculty steering committee with representation from across the Institute, as well as an external advisory board. INM stems partly from the work of the Manufacturing@MIT working group, formed in 2022 to assess many of these issues. The launch of the new initiative was previewed at a daylong MIT symposium on May 7, titled “A Vision for New Manufacturing.” The event, held before a capacity audience in MIT’s Wong Auditorium, featured over 30 speakers from a wide range of manufacturing sectors. “The rationale for growing and transforming U.S. manufacturing has never been more urgent than it is today,” Berger said at the event. “What we are trying to build at MIT now is not just another research project. … Together, with people in this room and outside this room, we’re trying to change what’s happening in our country.” “We need to think about the importance of manufacturing again, because it is what brings product ideas to people,” Love told MIT News. “For instance, in biotechnology, new life-saving medicines can’t reach patients without manufacturing. There is a real urgency about this issue for both economic prosperity and creating jobs. We have seen the impact for our country when we have lost our lead in manufacturing in some sectors. Biotechnology, where the U.S. has been the global leader for more than 40 years, offers the potential to promote new robust economies here, but we need to advance our capabilities in biomanufacturing to maintain our advantage in this area.” Hart adds: “While manufacturing feels very timely today, it is of enduring importance. Manufactured products enable our daily lives and manufacturing is critical to advancing the frontiers of technology and society. Our efforts leading up to launch of the initiative revealed great excitement about manufacturing across MIT, especially from students. Working with industry — from small to large companies, and from young startups to industrial giants — will be instrumental to creating impact and realizing the vision for new manufacturing.” In her letter to the MIT community today, Kornbluth stressed that the initiative’s goal is to drive transformation by making manufacturing more productive, resilient, and sustainable. “We want to reimagine manufacturing technologies and systems to advance fields like energy production, health care, computing, transportation, consumer products, and more,” she wrote. “And we want to reach well beyond the shop floor to tackle challenges like how to make supply chains more resilient, and how to inform public policy to foster a broad, healthy manufacturing ecosystem that can drive decades of innovation and growth.”

MIT announces the Initiative for New Manufacturing | Peter Dizikes, MIT News The Institute-wide effort aims to bolster industry and create jobs by driving innovation across vital manufacturing sectors. MIT today launched its Initiative for New Manufacturing (INM), an Institute-wide effort to reinfuse U.S. industrial production with leading-edge technologies, bolster crucial U.S. economic sectors, and ignite job creation. The initiative will encompass advanced research, innovative education programs, and partnership with companies across many sectors, in a bid to help transform manufacturing and elevate its impact. “We want to work with firms big and small, in cities, small towns and everywhere in between, to help them adopt new approaches for increased productivity,” MIT President Sally A. Kornbluth wrote in a letter to the Institute community this morning. “We want to deliberately design high-quality, human-centered manufacturing jobs that bring new life to communities across the country.” Kornbluth added: “Helping America build a future of new manufacturing is a perfect job for MIT — and I’m convinced that there is no more important work we can do to meet the moment and serve the nation now.” The Initiative for New Manufacturing also announced its first six founding industry consortium members: Amgen, Flex, GE Vernova, PTC, Sanofi, and Siemens. Participants in the INM Industry Consortium will support seed projects proposed by MIT researchers, initially in the area of artificial intelligence for manufacturing. INM joins the ranks of MIT’s other presidential initiatives — including The Climate Project at MIT; MITHIC, which supports the human-centered disciplines; MIT HEALS, centered on the life sciences and health; and MGAIC, the MIT Generative AI Impact Consortium. “There is tremendous opportunity to bring together a vibrant community working across every scale — from nanotechnology to large-scale manufacturing — and across a wide-range of applications including semiconductors, medical devices, automotive, energy systems, and biotechnology,” says Anantha Chandrakasan, MIT’s chief innovation and strategy officer and dean of engineering, who is part of the initiative’s leadership team. “MIT is uniquely positioned to harness the transformative power of digital tools and AI to shape future of manufacturing. I’m truly excited about what we can build together and the synergies this creates with other cross-cutting initiatives across the Institute.” The initiative is just the latest MIT-centered effort in recent decades aiming to expand American manufacturing. A faculty research group wrote the 1989 bestseller “Made in America: Regaining the Productive Edge,” advocating for a renewal of manufacturing; another MIT project, called Production in the Innovation Economy, called for expanded manufacturing in the early 2010s. In 2016, MIT also founded The Engine, a venture fund investing in hardware-based “tough tech” start-ups including many with potential to became substantial manufacturing firms. As developed, the MIT Initiative for New Manufacturing is based around four major themes: - Reimagining manufacturing technologies and systems: realizing breakthrough technologies and system-level approaches to advance energy production, health care, computing, transportation, consumer products, and more; - Elevating the productivity and experience of manufacturing: developing and deploying new digitally driven methods and tools to amplify productivity and improve the human experience of manufacturing; - Scaling new manufacturing: accelerating the scaling of manufacturing companies and transforming supply chains to maximize efficiency and resilience, fostering product innovation and business growth; and - Transforming the manufacturing base: driving the deployment of a sustainable global manufacturing ecosystem that provides compelling opportunities to workers, with major efforts focused on the U.S. The initiative has mapped out many concrete activities and programs, which will include an Institute-wide research program on emerging technologies and other major topics; workforce and education programs; and industry engagement and participation. INM also aims to establish new labs for developing manufacturing tools and techniques; a “factory observatory” program which immerses students in manufacturing through visits to production sites; and key “pillars” focusing on areas from semiconductors and biomanufacturing to defense and aviation. The workforce and education element of INM will include TechAMP, an MIT-created program that works with community colleges to bridge the gap between technicians and engineers; AI-driven teaching tools; professional education; and an effort to expand manufacturing education on campus in collaboration with MIT departments and degree programs. INM’s leadership team has three faculty co-directors: John Hart, the Class of 1922 Professor and head of the Department of Mechanical Engineering; Suzanne Berger, Institute Professor at MIT and a political scientist who has conducted influential empirical studies of manufacturing; and Chris Love, the Raymond A. and Helen E. St. Laurent Professor of Chemical Engineering. The initiative’s executive director is Julie Diop. The initiative is in the process of forming a faculty steering committee with representation from across the Institute, as well as an external advisory board. INM stems partly from the work of the Manufacturing@MIT working group, formed in 2022 to assess many of these issues. The launch of the new initiative was previewed at a daylong MIT symposium on May 7, titled “A Vision for New Manufacturing.” The event, held before a capacity audience in MIT’s Wong Auditorium, featured over 30 speakers from a wide range of manufacturing sectors. “The rationale for growing and transforming U.S. manufacturing has never been more urgent than it is today,” Berger said at the event. “What we are trying to build at MIT now is not just another research project. … Together, with people in this room and outside this room, we’re trying to change what’s happening in our country.” “We need to think about the importance of manufacturing again, because it is what brings product ideas to people,” Love told MIT News. “For instance, in biotechnology, new life-saving medicines can’t reach patients without manufacturing. There is a real urgency about this issue for both economic prosperity and creating jobs. We have seen the impact for our country when we have lost our lead in manufacturing in some sectors. Biotechnology, where the U.S. has been the global leader for more than 40 years, offers the potential to promote new robust economies here, but we need to advance our capabilities in biomanufacturing to maintain our advantage in this area.” Hart adds: “While manufacturing feels very timely today, it is of enduring importance. Manufactured products enable our daily lives and manufacturing is critical to advancing the frontiers of technology and society. Our efforts leading up to launch of the initiative revealed great excitement about manufacturing across MIT, especially from students. Working with industry — from small to large companies, and from young startups to industrial giants — will be instrumental to creating impact and realizing the vision for new manufacturing.” In her letter to the MIT community today, Kornbluth stressed that the initiative’s goal is to drive transformation by making manufacturing more productive, resilient, and sustainable. “We want to reimagine manufacturing technologies and systems to advance fields like energy production, health care, computing, transportation, consumer products, and more,” she wrote. “And we want to reach well beyond the shop floor to tackle challenges like how to make supply chains more resilient, and how to inform public policy to foster a broad, healthy manufacturing ecosystem that can drive decades of innovation and growth.”

Owen Gregorian

77,197 views • 1 year ago

$Japan just bet $16 BILLION on a chip startup that has never shipped a single chip to a paying customer. It's the biggest Hail Mary in modern tech history. But the real problem is about what happens IF it works... On April 11th, Japan approved another $4 billion in subsidies for a company called Rapidus. Total government investment: $16.3 billion. Here's what Rapidus is: Founded in 2022. 4 years old. Zero commercial chips shipped. Zero proven yields. No IPO planned until 2031. Their stated goal: Produce 2-nanometer chips by 2027 at a facility in Hokkaido. For context, 2nm is the absolute bleeding edge of semiconductor manufacturing. Only one company on Earth can do it today: TSMC. TSMC alone is spending $50 BILLION in capital expenditure THIS year. Rapidus has $16 billion TOTAL. To catch up to a company that's been at this for 40 years. In 18 months. Now look at the global picture: United States: CHIPS Act. $280 billion in subsidies. Musk's Terafab project just announced. Bernstein estimates the REAL cost to hit Terafab's stated targets is $5 TRILLION. Europe: €43 billion. China: Entire state apparatus behind SMIC and Huawei. DeepSeek V4 launching on 100% Chinese silicon this month. Japan: $16.3 billion on Rapidus. South Korea: Samsung spending tens of billions to reclaim the 2nm lead. Every major economy on Earth is now treating chip manufacturing as a national security priority. And every single one is building the same thing: Domestic 2nm capacity for AI. But nobody is asking the obvious question... What happens when ALL of them succeed? Right now, Nvidia buys every wafer TSMC can make. "Insatiable demand." Now imagine 2028. TSMC still at full capacity. Samsung has caught up. Intel's 18A is shipping. Rapidus is live. Terafab is online. China's SMIC producing 3nm at scale. Supply has tripled. Has AI demand tripled? Probably not. Model efficiency is improving faster than compute demand. Google's TurboQuant cut memory requirements by 6X with no accuracy loss. DeepSeek proved you can train frontier models for a fraction of the cost. Smaller models are eating bigger ones. The current AI chip shortage isn't permanent. It's a temporary demand spike colliding with a slow supply chain. And governments are now committing hundreds of billions of dollars to solve a problem that might not exist by the time their factories come online. This is how every semiconductor glut in history has started: Governments panic about a shortage. Throw money at capacity. The capacity comes online. Everybody discovers at the same time that demand wasn't what they thought. In 1996, memory prices collapsed 80% when Korean fabs came online. In 2001, the sector lost $300 billion in value. The difference in 2026 is that the bets are bigger than any private company has ever been willing to make. Every one of these bets is the same political statement: We refuse to be dependent on Taiwan. Every government on Earth is making it with taxpayer money. And none of them are coordinating. In 1984, Japan did this exact thing with memory chips. Flooded the market. The entire US memory industry collapsed within 3 years. Then 15 years later, Korea did the same thing to Japan. Then 15 years later, China did it to Korea. The cycle isn't new. What's new is the SCALE. And the fact that nobody wants to be the country that admits the shortage might be temporary. So the money keeps flowing. The fabs keep getting built. And somewhere around 2028, the same analysts currently calling AI chips "insatiable" will start writing articles about the great semiconductor glut of the late 2020s. The question isn't whether Rapidus succeeds. The question is whether ANY of these bets can succeed at the same time. They can't. One of these countries is going to end up holding the bag. Japan is betting $16 billion that it won't be them. What do you think?$

Japan just bet $16 BILLION on a chip startup that has never shipped a single chip to a paying customer. It's the biggest Hail Mary in modern tech history. But the real problem is about what happens IF it works... On April 11th, Japan approved another $4 billion in subsidies for a company called Rapidus. Total government investment: $16.3 billion. Here's what Rapidus is: Founded in 2022. 4 years old. Zero commercial chips shipped. Zero proven yields. No IPO planned until 2031. Their stated goal: Produce 2-nanometer chips by 2027 at a facility in Hokkaido. For context, 2nm is the absolute bleeding edge of semiconductor manufacturing. Only one company on Earth can do it today: TSMC. TSMC alone is spending $50 BILLION in capital expenditure THIS year. Rapidus has $16 billion TOTAL. To catch up to a company that's been at this for 40 years. In 18 months. Now look at the global picture: United States: CHIPS Act. $280 billion in subsidies. Musk's Terafab project just announced. Bernstein estimates the REAL cost to hit Terafab's stated targets is $5 TRILLION. Europe: €43 billion. China: Entire state apparatus behind SMIC and Huawei. DeepSeek V4 launching on 100% Chinese silicon this month. Japan: $16.3 billion on Rapidus. South Korea: Samsung spending tens of billions to reclaim the 2nm lead. Every major economy on Earth is now treating chip manufacturing as a national security priority. And every single one is building the same thing: Domestic 2nm capacity for AI. But nobody is asking the obvious question... What happens when ALL of them succeed? Right now, Nvidia buys every wafer TSMC can make. "Insatiable demand." Now imagine 2028. TSMC still at full capacity. Samsung has caught up. Intel's 18A is shipping. Rapidus is live. Terafab is online. China's SMIC producing 3nm at scale. Supply has tripled. Has AI demand tripled? Probably not. Model efficiency is improving faster than compute demand. Google's TurboQuant cut memory requirements by 6X with no accuracy loss. DeepSeek proved you can train frontier models for a fraction of the cost. Smaller models are eating bigger ones. The current AI chip shortage isn't permanent. It's a temporary demand spike colliding with a slow supply chain. And governments are now committing hundreds of billions of dollars to solve a problem that might not exist by the time their factories come online. This is how every semiconductor glut in history has started: Governments panic about a shortage. Throw money at capacity. The capacity comes online. Everybody discovers at the same time that demand wasn't what they thought. In 1996, memory prices collapsed 80% when Korean fabs came online. In 2001, the sector lost $300 billion in value. The difference in 2026 is that the bets are bigger than any private company has ever been willing to make. Every one of these bets is the same political statement: We refuse to be dependent on Taiwan. Every government on Earth is making it with taxpayer money. And none of them are coordinating. In 1984, Japan did this exact thing with memory chips. Flooded the market. The entire US memory industry collapsed within 3 years. Then 15 years later, Korea did the same thing to Japan. Then 15 years later, China did it to Korea. The cycle isn't new. What's new is the SCALE. And the fact that nobody wants to be the country that admits the shortage might be temporary. So the money keeps flowing. The fabs keep getting built. And somewhere around 2028, the same analysts currently calling AI chips "insatiable" will start writing articles about the great semiconductor glut of the late 2020s. The question isn't whether Rapidus succeeds. The question is whether ANY of these bets can succeed at the same time. They can't. One of these countries is going to end up holding the bag. Japan is betting $16 billion that it won't be them. What do you think?

Ricardo

35,151 views • 3 months ago

Nashik Now Home to World-Class Electrical Equipment Testing and Certification Facility Delighted to witness the 'inauguration and unveiling of the stone plaque of the Central Power Research Institute’s (CPRI) Regional Testing Laboratory at the hands of Hon Union Minister Manohar Lal Khattar ji in Nashik today. This facility is a game-changer for Maharashtra. With this advanced laboratory in Nashik, the State’s industries now gain direct access to world-class testing and faster clearances. Maharashtra is fast emerging as India’s electric vehicle capital, with large-scale EV investments in Pune, Nashik, and Chhatrapati Sambhajinagar. Establishing this EV testing facility will further accelerate this momentum. Under the visionary leadership of Hon PM Narendra Modi ji, the energy sector is undergoing a major transformation. Electricity demand is expected to quadruple in the next 15–20 years. Maharashtra already generates 45,000 MW and has planned expansion until 2035, with investments of nearly ₹2 lakh crore flowing into the sector. The focus is on green energy, reliable power distribution, and affordable electricity. Between 2025–2030, tariffs will be reduced by 2% annually. Farmers will benefit from 16,000 MW projects supplying daytime power, while industries will receive low-cost, sustainable electricity. Nashik is developing as a true 'Junction of Industries', with seven major companies investing in the past six months alone. A new centre for mining equipment manufacturing will also be established here. The Samruddhi Highway will connect Nashik to JNPT and other ports, drastically reducing transport costs. Minister Chhagan Bhujbal, Minister Girish Mahajan, Minister Dadaji Bhuse, and other dignitaries were also present. Narendra Modi Manohar Lal Girish Mahajan Dadaji Bhuse CPRI #Maharashtra #Nashik #Energy #Investment #CPRI

Nashik Now Home to World-Class Electrical Equipment Testing and Certification Facility Delighted to witness the 'inauguration and unveiling of the stone plaque of the Central Power Research Institute’s (CPRI) Regional Testing Laboratory at the hands of Hon Union Minister Manohar Lal Khattar ji in Nashik today. This facility is a game-changer for Maharashtra. With this advanced laboratory in Nashik, the State’s industries now gain direct access to world-class testing and faster clearances. Maharashtra is fast emerging as India’s electric vehicle capital, with large-scale EV investments in Pune, Nashik, and Chhatrapati Sambhajinagar. Establishing this EV testing facility will further accelerate this momentum. Under the visionary leadership of Hon PM Narendra Modi ji, the energy sector is undergoing a major transformation. Electricity demand is expected to quadruple in the next 15–20 years. Maharashtra already generates 45,000 MW and has planned expansion until 2035, with investments of nearly ₹2 lakh crore flowing into the sector. The focus is on green energy, reliable power distribution, and affordable electricity. Between 2025–2030, tariffs will be reduced by 2% annually. Farmers will benefit from 16,000 MW projects supplying daytime power, while industries will receive low-cost, sustainable electricity. Nashik is developing as a true 'Junction of Industries', with seven major companies investing in the past six months alone. A new centre for mining equipment manufacturing will also be established here. The Samruddhi Highway will connect Nashik to JNPT and other ports, drastically reducing transport costs. Minister Chhagan Bhujbal, Minister Girish Mahajan, Minister Dadaji Bhuse, and other dignitaries were also present. Narendra Modi Manohar Lal Girish Mahajan Dadaji Bhuse CPRI #Maharashtra #Nashik #Energy #Investment #CPRI

Devendra Fadnavis

12,315 views • 10 months ago

🌍🚀 A Defining Chapter in InterLink’s Global Journey 🚀🌍 Today, I had the privilege of leading one of the most impactful community-driven blockchain awareness initiatives ever undertaken within the InterLink ecosystem. The InterLink Private Mainnet Celebrations 2026 was not merely an event—it was a powerful convergence of vision, innovation, leadership, and collective belief in the future of decentralized digital infrastructure. Witnessing an overwhelming response from entrepreneurs, business leaders, technology enthusiasts, students, professionals, and community members reaffirmed a simple truth: When a mission is authentic, people rally behind it. 💜 The enthusiasm surrounding InterLink and LinkersMap demonstrated the growing global appetite for trusted digital identity, real human verification, and meaningful Web3 adoption that extends beyond speculation into real-world utility. 🗺️ Through LinkersMap, we are taking significant strides toward connecting businesses, communities, services, and opportunities across geographical boundaries, creating a truly interconnected ecosystem powered by verified human participation. 🤝 One of the most inspiring aspects of the celebration was the spirit of unity displayed by our community. Individuals from diverse backgrounds came together under a shared vision—to contribute towards a future where technology serves humanity with transparency, trust, and accountability. 🥛 As part of our commitment to community welfare and hospitality, we organized a buttermilk distribution initiative for all attendees, volunteers, supporters, and guests. Small gestures of service often leave the most lasting impressions. 📺 I extend my sincere gratitude to the distinguished media representatives from ETV, ABN Andhra Jyothy, NTV, and Jana Chaitanyam, whose presence and support helped amplify the message of InterLink to a much wider audience. Their participation reflects the increasing relevance of blockchain innovation in mainstream conversations. 🌟 What made this occasion truly special was not the scale of the event, but the strength of the conviction shared by everyone present. Every conversation. Every connection. Every handshake. Every commitment made today contributes to a larger movement that is steadily shaping the future of digital civilization. The Private Mainnet era marks more than a technological milestone—it signifies the emergence of a new paradigm where verified identities, trusted interactions, and human-centric networks become the foundation of tomorrow’s digital economy. As we continue expanding across regions and communities, I remain deeply grateful to every ambassador, volunteer, supporter, media partner, and community member who has contributed to this remarkable journey. 🔹 We are not simply building technology. 🔹 We are building trust. 🔹 We are building opportunity. 🔹 We are building the world’s largest Real Human Network. The momentum is undeniable. The vision is clear. The future has already begun. 🌍 From Local Communities to Global Impact. 🚀 From Vision to Reality. 💜 InterLink is Connecting People, Not Bots. 🌍 From India to the World. — Mahesh Magnus Global Leader & Core Ambassador, India 🇮🇳 #InterLink #InterLinkNetwork #PrivateMainnet #LinkersMap #RealHumanNetwork #Web3Innovation #BlockchainTechnology #DigitalIdentity #CommunityLeadership #DecentralizedFuture #TechnologyForHumanity #GlobalMovement #InterLinkIndia #BuildingTrust #FutureOfWeb3 🚀🌍💜✨ Reina | InterLink Labs KV Scott Harrison Nicolas Bernard Vyx Interlink InterLink Foundation

🌍🚀 A Defining Chapter in InterLink’s Global Journey 🚀🌍 Today, I had the privilege of leading one of the most impactful community-driven blockchain awareness initiatives ever undertaken within the InterLink ecosystem. The InterLink Private Mainnet Celebrations 2026 was not merely an event—it was a powerful convergence of vision, innovation, leadership, and collective belief in the future of decentralized digital infrastructure. Witnessing an overwhelming response from entrepreneurs, business leaders, technology enthusiasts, students, professionals, and community members reaffirmed a simple truth: When a mission is authentic, people rally behind it. 💜 The enthusiasm surrounding InterLink and LinkersMap demonstrated the growing global appetite for trusted digital identity, real human verification, and meaningful Web3 adoption that extends beyond speculation into real-world utility. 🗺️ Through LinkersMap, we are taking significant strides toward connecting businesses, communities, services, and opportunities across geographical boundaries, creating a truly interconnected ecosystem powered by verified human participation. 🤝 One of the most inspiring aspects of the celebration was the spirit of unity displayed by our community. Individuals from diverse backgrounds came together under a shared vision—to contribute towards a future where technology serves humanity with transparency, trust, and accountability. 🥛 As part of our commitment to community welfare and hospitality, we organized a buttermilk distribution initiative for all attendees, volunteers, supporters, and guests. Small gestures of service often leave the most lasting impressions. 📺 I extend my sincere gratitude to the distinguished media representatives from ETV, ABN Andhra Jyothy, NTV, and Jana Chaitanyam, whose presence and support helped amplify the message of InterLink to a much wider audience. Their participation reflects the increasing relevance of blockchain innovation in mainstream conversations. 🌟 What made this occasion truly special was not the scale of the event, but the strength of the conviction shared by everyone present. Every conversation. Every connection. Every handshake. Every commitment made today contributes to a larger movement that is steadily shaping the future of digital civilization. The Private Mainnet era marks more than a technological milestone—it signifies the emergence of a new paradigm where verified identities, trusted interactions, and human-centric networks become the foundation of tomorrow’s digital economy. As we continue expanding across regions and communities, I remain deeply grateful to every ambassador, volunteer, supporter, media partner, and community member who has contributed to this remarkable journey. 🔹 We are not simply building technology. 🔹 We are building trust. 🔹 We are building opportunity. 🔹 We are building the world’s largest Real Human Network. The momentum is undeniable. The vision is clear. The future has already begun. 🌍 From Local Communities to Global Impact. 🚀 From Vision to Reality. 💜 InterLink is Connecting People, Not Bots. 🌍 From India to the World. — Mahesh Magnus Global Leader & Core Ambassador, India 🇮🇳 #InterLink #InterLinkNetwork #PrivateMainnet #LinkersMap #RealHumanNetwork #Web3Innovation #BlockchainTechnology #DigitalIdentity #CommunityLeadership #DecentralizedFuture #TechnologyForHumanity #GlobalMovement #InterLinkIndia #BuildingTrust #FutureOfWeb3 🚀🌍💜✨ Reina | InterLink Labs KV Scott Harrison Nicolas Bernard Vyx Interlink InterLink Foundation

Mahesh Magnus InterLink Mafia DON 🚩

15,361 views • 1 month ago

#AdaniEmbraer Adani-Embraer Landmark Aviation Partnership Adani Defence & Aerospace and Brazilian aerospace giant Embraer signed a historic Memorandum of Understanding (MoU) at the Ministry of Civil Aviation. This partnership aims to establish India's first private-sector Final Assembly Line (FAL) for regional transport aircraft, specifically targeting the 70–146 seat segment. The collaboration is designed to build a "world-class aviation ecosystem" rather than just a standalone manufacturing plant. The focus areas include: •Final Assembly Line (FAL): Setting up a facility to assemble Embraer’s regional jets (E-Jets family) on Indian soil. •Indigenization: A phased increase in local manufacturing of parts and components. •Value-Chain Integration: Leveraging Adani’s existing footprint in airport infrastructure, MRO (Maintenance, Repair, and Overhaul) services, and pilot training. •Supply Chain Development: Establishing a robust domestic network of suppliers to support global aerospace programs. Jeet Adani, Director (Adani Defence & Aerospace / Adani Airport Holdings) Jeet Adani characterized the agreement as a "vision taking flight," emphasizing its alignment with the national mission of Atmanirbhar Bharat. "It represents India's determination to build world-class aviation capabilities on our own soil. This project will redefine the future of aviation in our country." Arjan Meijer, President & CEO (Embraer Commercial Aviation) Meijer highlighted India as a "pivotal market," projecting a demand for at least 500 aircraft in the regional jet category over the next 20 years. He noted that the partnership combines Embraer's engineering excellence with Adani’s industrial scale. •Regional Connectivity (UDAN): The partnership directly supports the government's UDAN scheme by providing cost-effective aircraft suited for Tier-2 and Tier-3 cities. •Bilateral Ties: The deal strengthens strategic relations between India and Brazil, fostering technological and industrial cooperation. •Employment: The project is expected to generate high-skilled employment and move India up the global aerospace value chain. •Market Positioning: Currently, approximately 50 Embraer aircraft (commercial, defense, and business) operate in India. This move positions Embraer to compete more effectively with the duopoly of Airbus and Boeing by offering locally assembled alternatives. •Location: While not yet finalized, Jeet Adani confirmed that a couple of sites are under evaluation, with a final decision expected within the next two months. •First Rollout: Government officials suggested that the first aircraft could potentially roll out of the Indian facility within the next five years. •Investment: Specific financial figures remain confidential, but the scale is described as a multi-billion dollar commitment to India's aerospace infrastructure. Source Highlights: •MoU signed in the presence of Civil Aviation Minister K Rammohan Naidu and Defence Secretary Rajesh Kumar Singh. •Aligns with the 'Make in India' initiative to reduce import dependence.

#AdaniEmbraer Adani-Embraer Landmark Aviation Partnership Adani Defence & Aerospace and Brazilian aerospace giant Embraer signed a historic Memorandum of Understanding (MoU) at the Ministry of Civil Aviation. This partnership aims to establish India's first private-sector Final Assembly Line (FAL) for regional transport aircraft, specifically targeting the 70–146 seat segment. The collaboration is designed to build a "world-class aviation ecosystem" rather than just a standalone manufacturing plant. The focus areas include: •Final Assembly Line (FAL): Setting up a facility to assemble Embraer’s regional jets (E-Jets family) on Indian soil. •Indigenization: A phased increase in local manufacturing of parts and components. •Value-Chain Integration: Leveraging Adani’s existing footprint in airport infrastructure, MRO (Maintenance, Repair, and Overhaul) services, and pilot training. •Supply Chain Development: Establishing a robust domestic network of suppliers to support global aerospace programs. Jeet Adani, Director (Adani Defence & Aerospace / Adani Airport Holdings) Jeet Adani characterized the agreement as a "vision taking flight," emphasizing its alignment with the national mission of Atmanirbhar Bharat. "It represents India's determination to build world-class aviation capabilities on our own soil. This project will redefine the future of aviation in our country." Arjan Meijer, President & CEO (Embraer Commercial Aviation) Meijer highlighted India as a "pivotal market," projecting a demand for at least 500 aircraft in the regional jet category over the next 20 years. He noted that the partnership combines Embraer's engineering excellence with Adani’s industrial scale. •Regional Connectivity (UDAN): The partnership directly supports the government's UDAN scheme by providing cost-effective aircraft suited for Tier-2 and Tier-3 cities. •Bilateral Ties: The deal strengthens strategic relations between India and Brazil, fostering technological and industrial cooperation. •Employment: The project is expected to generate high-skilled employment and move India up the global aerospace value chain. •Market Positioning: Currently, approximately 50 Embraer aircraft (commercial, defense, and business) operate in India. This move positions Embraer to compete more effectively with the duopoly of Airbus and Boeing by offering locally assembled alternatives. •Location: While not yet finalized, Jeet Adani confirmed that a couple of sites are under evaluation, with a final decision expected within the next two months. •First Rollout: Government officials suggested that the first aircraft could potentially roll out of the Indian facility within the next five years. •Investment: Specific financial figures remain confidential, but the scale is described as a multi-billion dollar commitment to India's aerospace infrastructure. Source Highlights: •MoU signed in the presence of Civil Aviation Minister K Rammohan Naidu and Defence Secretary Rajesh Kumar Singh. •Aligns with the 'Make in India' initiative to reduce import dependence.

Sheetal Chopra 🇮🇳

173,233 views • 6 months ago

Intel just pulled off the greatest corporate comeback since Steve Jobs returned to Apple in 1997. 12 months ago, Intel was dying. Stock at $19. CEO fired. Market cap collapsing. Analysts writing obituaries. But on Friday, it had its BEST day since 1987. Stock hit $82. Surpassed its dot-com peak from the year 2000 that nobody thought would ever be touched again. Up 335% from its 52-week low. And the story of HOW this happened is absolutely genius: In December 2024, Intel's board forced out CEO Pat Gelsinger after a brutal tenure. The stock had cratered and market share was bleeding to AMD and Nvidia. The company that invented the modern microprocessor was dying. 3 months later, they hired Lip-Bu Tan. Former Cadence CEO and Intel board member. A guy who'd spent decades in the semiconductor trenches. His first year was ugly: In January 2026, Intel crashed 17% in a single day after Tan admitted they couldn't meet demand and yields were below targets. Worst day since August 2024. "Multiyear journey" became code for "this company might not make it." Then something shifted. Tan went back to Intel's roots: Killed the bureaucracy, cut the bloat, and focused entirely on engineering. "We need to be data driven, paranoid, and engineering driven." Paranoid. The same word Andy Grove used when he built Intel into a superpower in the 90s. And behind the scenes, Tan pulled off 3 moves that changed everything: Move 1: He got Elon Musk. Tesla announced that TERAFAB, the most ambitious chip factory ever proposed, would use Intel's next-generation 14A manufacturing process. Elon said he couldn't think of a better partner. This is the deal Intel's foundry business needed to survive. Tan had previously warned that if Intel couldn't attract outside manufacturing clients, the entire foundry division would be shut down. Move 2: He got Nvidia. Last September, Jensen Huang invested $5 billion directly into Intel. The CEO of Intel's biggest competitor put billions into the company everyone had left for dead. Intel stock jumped 23% that day alone. Move 3: He got the US government. And this is where the story gets really crazy... The CHIPS Act allocated billions to Intel for domestic chip manufacturing. But when Trump took office, his administration opposed the program's conditions - union requirements, buyback restrictions, and a $100 billion investment commitment from Intel. So instead of giving Intel the grants, Trump's team converted $8.9 billion in CHIPS Act funds into equity. Bought a 9.9% stake at $20.47 per share. They didn't want to give Intel free money, so they simply bought stock instead. After Friday's earnings beat, that stake is worth $36 billion. A $27 billion paper gain. One of the most profitable government investments in American HISTORY. And it was a complete accident. Trump tried to kill the CHIPS Act handout. Instead he accidentally created a return that would make most hedge funds jealous. The earnings that triggered all of this were truly insane: - Revenue of $13.6 billion vs $12.4 billion expected - EPS of $0.29 vs $0.01 expected - They beat by 29x on earnings - Data center and AI revenue up 22% - Demand for CPUs exceeded supply for the first time in years Tan's quote on the call: "A year ago the conversation around Intel was about whether we could survive. Today it's about how quickly we can add manufacturing capacity." 6 consecutive quarters beating guidance. 4th CEO in 7 years. And the one who finally cracked it did it by going back to the basics. No flashy pivots like other companies. Just chips, engineering, and paranoia.

Intel just pulled off the greatest corporate comeback since Steve Jobs returned to Apple in 1997. 12 months ago, Intel was dying. Stock at $19. CEO fired. Market cap collapsing. Analysts writing obituaries. But on Friday, it had its BEST day since 1987. Stock hit $82. Surpassed its dot-com peak from the year 2000 that nobody thought would ever be touched again. Up 335% from its 52-week low. And the story of HOW this happened is absolutely genius: In December 2024, Intel's board forced out CEO Pat Gelsinger after a brutal tenure. The stock had cratered and market share was bleeding to AMD and Nvidia. The company that invented the modern microprocessor was dying. 3 months later, they hired Lip-Bu Tan. Former Cadence CEO and Intel board member. A guy who'd spent decades in the semiconductor trenches. His first year was ugly: In January 2026, Intel crashed 17% in a single day after Tan admitted they couldn't meet demand and yields were below targets. Worst day since August 2024. "Multiyear journey" became code for "this company might not make it." Then something shifted. Tan went back to Intel's roots: Killed the bureaucracy, cut the bloat, and focused entirely on engineering. "We need to be data driven, paranoid, and engineering driven." Paranoid. The same word Andy Grove used when he built Intel into a superpower in the 90s. And behind the scenes, Tan pulled off 3 moves that changed everything: Move 1: He got Elon Musk. Tesla announced that TERAFAB, the most ambitious chip factory ever proposed, would use Intel's next-generation 14A manufacturing process. Elon said he couldn't think of a better partner. This is the deal Intel's foundry business needed to survive. Tan had previously warned that if Intel couldn't attract outside manufacturing clients, the entire foundry division would be shut down. Move 2: He got Nvidia. Last September, Jensen Huang invested $5 billion directly into Intel. The CEO of Intel's biggest competitor put billions into the company everyone had left for dead. Intel stock jumped 23% that day alone. Move 3: He got the US government. And this is where the story gets really crazy... The CHIPS Act allocated billions to Intel for domestic chip manufacturing. But when Trump took office, his administration opposed the program's conditions - union requirements, buyback restrictions, and a $100 billion investment commitment from Intel. So instead of giving Intel the grants, Trump's team converted $8.9 billion in CHIPS Act funds into equity. Bought a 9.9% stake at $20.47 per share. They didn't want to give Intel free money, so they simply bought stock instead. After Friday's earnings beat, that stake is worth $36 billion. A $27 billion paper gain. One of the most profitable government investments in American HISTORY. And it was a complete accident. Trump tried to kill the CHIPS Act handout. Instead he accidentally created a return that would make most hedge funds jealous. The earnings that triggered all of this were truly insane: - Revenue of $13.6 billion vs $12.4 billion expected - EPS of $0.29 vs $0.01 expected - They beat by 29x on earnings - Data center and AI revenue up 22% - Demand for CPUs exceeded supply for the first time in years Tan's quote on the call: "A year ago the conversation around Intel was about whether we could survive. Today it's about how quickly we can add manufacturing capacity." 6 consecutive quarters beating guidance. 4th CEO in 7 years. And the one who finally cracked it did it by going back to the basics. No flashy pivots like other companies. Just chips, engineering, and paranoia.

Ricardo

66,658 views • 3 months ago

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.

Ricardo

138,597 views • 3 months ago

$HIMS| Adjustment on Growth toward 2030🧵 Not Financial Advice! FY2025: Revenue: $2.35B or 58% YoY (weightloss $740), Core $1.61B FY2026: Revenue $3.2B(36%) where weightloss may be down by 10-15% or flat. FY2027: Revenue $4.16B(30%) FY2028: Revenue: $5.2B(25%) FY2029 Revenue: $6.5B(25%) FY2030 Revenue: $8.12B(25%) I expect management to ramp up buyback from FCF generation while company is trading at under 2x P/S andrewdudum. The discontinuation of Hims & Hers' compounded oral semaglutide pill in early February 2026(after 2 days), prompted by FDA regulatory actions and legal pressures from Novo Nordisk, introduces near-term challenges to the weight loss segment but does not derail the company's broader growth trajectory, as it pivots aggressively toward diversification and high-potential expansions The weight loss category bolstered by liraglutide injectables, generic semaglutide in Canada, and non-GLP-1 personalized kits retains strong momentum, contributing approximately 31% of total revenue in 2025 and projected to grow at 15-20% annually through 2030, down from prior 60%+ rates but still adding $150-250 million yearly through cross-selling and retention. Offsetting this moderation are ambitious new expansions: international markets, now accounting for an initial 5-10% of revenue but scaling to 20% by 2030 via Canada entry (projected 10% growth contribution in 2026 from generic semaglutide and Livewell acquisition) and Europe/UK via Zava (adding 8-12% incremental growth through telehealth in Germany, France, and Ireland); diagnostics and labs, launched in late 2025 with Quest Diagnostics partnership and YourBio Health's pain-free blood sampling tech, offering 50-120 biomarker tests across heart, metabolism, hormones, inflammation, and stress, expected to generate 12-18% of total revenue by 2027 and ramp to a standalone $1 billion segment by 2030. Preventive care and longevity initiatives, set for full 2026 rollout including peptide manufacturing (via acquired U.S. facility, contributing 10-15% to growth through vertical integration and supply control), coenzymes, GLP/GIP blends for performance and recovery, and a $325 million Grail investment enabling multi-cancer early detection blood tests (projected to add 8-12% revenue uplift starting in 2026 by enhancing subscription retention); and hormone health expansions like menopause/perimenopause and low testosterone treatments, already driving 10% of 2025 growth and poised for 20-25% annual expansion through data-driven personalization. Multi-cancer early detection (MCED) blood testing via the Galleri® test from GRAIL in the prior breakdown, even though it was bundled under longevity/preventive care. This is a significant new offering launched on February 4, 2026, providing subscribers (via the Labs platform) access to a simple annual blood test that screens for signals shared by over 50 types of cancer (including hard-to-detect ones like pancreatic, liver, ovarian, and lung) before symptoms appear. Hims & Hers is offering it at a discounted ~$700 (vs. retail $949), following their participation in GRAIL's $325 million private placement investment in late 2025, which strengthens the partnership and positions this as a core pillar of proactive/longevity care. This could help push Average growth to 30-35% vs 28.2%(my above revised projection). These levers, combined with a subscriber base exceeding 2.5 million (up 31% YoY) and AI-enhanced platform efficiency under new CTO leadership, support an upward revision to growth rates targeting 22-25% CAGR from 2026-2030 to meet the company's $6.5 billion revenue goal, far outpacing prior conservative estimates of mid-teens expansion. This high-growth scenario assumes execution on global scaling, regulatory navigation (FDA approvals for compounded alternatives), and margin recovery to 74-78% via vertical integration, positioning Hims & Hers as a comprehensive digital health ecosystem rather than a GLP-1-dependent player, with potential upside from emerging trends like peptide demand (up 144% in Google searches) and proactive wellness adoption. Not Financial Advice!

$HIMS| Adjustment on Growth toward 2030🧵 Not Financial Advice! FY2025: Revenue: $2.35B or 58% YoY (weightloss $740), Core $1.61B FY2026: Revenue $3.2B(36%) where weightloss may be down by 10-15% or flat. FY2027: Revenue $4.16B(30%) FY2028: Revenue: $5.2B(25%) FY2029 Revenue: $6.5B(25%) FY2030 Revenue: $8.12B(25%) I expect management to ramp up buyback from FCF generation while company is trading at under 2x P/S andrewdudum. The discontinuation of Hims & Hers' compounded oral semaglutide pill in early February 2026(after 2 days), prompted by FDA regulatory actions and legal pressures from Novo Nordisk, introduces near-term challenges to the weight loss segment but does not derail the company's broader growth trajectory, as it pivots aggressively toward diversification and high-potential expansions The weight loss category bolstered by liraglutide injectables, generic semaglutide in Canada, and non-GLP-1 personalized kits retains strong momentum, contributing approximately 31% of total revenue in 2025 and projected to grow at 15-20% annually through 2030, down from prior 60%+ rates but still adding $150-250 million yearly through cross-selling and retention. Offsetting this moderation are ambitious new expansions: international markets, now accounting for an initial 5-10% of revenue but scaling to 20% by 2030 via Canada entry (projected 10% growth contribution in 2026 from generic semaglutide and Livewell acquisition) and Europe/UK via Zava (adding 8-12% incremental growth through telehealth in Germany, France, and Ireland); diagnostics and labs, launched in late 2025 with Quest Diagnostics partnership and YourBio Health's pain-free blood sampling tech, offering 50-120 biomarker tests across heart, metabolism, hormones, inflammation, and stress, expected to generate 12-18% of total revenue by 2027 and ramp to a standalone $1 billion segment by 2030. Preventive care and longevity initiatives, set for full 2026 rollout including peptide manufacturing (via acquired U.S. facility, contributing 10-15% to growth through vertical integration and supply control), coenzymes, GLP/GIP blends for performance and recovery, and a $325 million Grail investment enabling multi-cancer early detection blood tests (projected to add 8-12% revenue uplift starting in 2026 by enhancing subscription retention); and hormone health expansions like menopause/perimenopause and low testosterone treatments, already driving 10% of 2025 growth and poised for 20-25% annual expansion through data-driven personalization. Multi-cancer early detection (MCED) blood testing via the Galleri® test from GRAIL in the prior breakdown, even though it was bundled under longevity/preventive care. This is a significant new offering launched on February 4, 2026, providing subscribers (via the Labs platform) access to a simple annual blood test that screens for signals shared by over 50 types of cancer (including hard-to-detect ones like pancreatic, liver, ovarian, and lung) before symptoms appear. Hims & Hers is offering it at a discounted ~$700 (vs. retail $949), following their participation in GRAIL's $325 million private placement investment in late 2025, which strengthens the partnership and positions this as a core pillar of proactive/longevity care. This could help push Average growth to 30-35% vs 28.2%(my above revised projection). These levers, combined with a subscriber base exceeding 2.5 million (up 31% YoY) and AI-enhanced platform efficiency under new CTO leadership, support an upward revision to growth rates targeting 22-25% CAGR from 2026-2030 to meet the company's $6.5 billion revenue goal, far outpacing prior conservative estimates of mid-teens expansion. This high-growth scenario assumes execution on global scaling, regulatory navigation (FDA approvals for compounded alternatives), and margin recovery to 74-78% via vertical integration, positioning Hims & Hers as a comprehensive digital health ecosystem rather than a GLP-1-dependent player, with potential upside from emerging trends like peptide demand (up 144% in Google searches) and proactive wellness adoption. Not Financial Advice!

Mike

273,519 views • 5 months ago

Nebius is going to be a Trillion-dollar company! Twelve months ago, Nebius was trading near $18 per share with roughly $55 million in quarterly revenue. Today the stock trades above $225, quarterly revenue just came in at $399 million, up 684% year over year and the company has a contracted revenue backlog that would make most Fortune 500 companies envious. But the current market cap, sitting around $56 billion, prices in almost none of what is actually coming. The first reason Nebius reaches a trillion is the Meta deal alone. In March, Nebius signed a five year agreement with Meta worth up to $27 billion, one of the largest infrastructure contracts Meta has ever signed with any company under which Nebius will provide $12 billion in dedicated AI capacity across multiple locations, with Meta also having committed to purchase up to an additional $15 billion in third-party capacity over the same period. That contract barely starts until 2027, which means the revenue impact is not yet reflected in any trailing metric. The second reason is Microsoft, which is currently receiving its first deployment phases from Nebius and is expected to contribute at full annual run rate starting in 2027. Between Meta and Microsoft alone, Nebius has signed agreements worth more than $46 billion in total contracted value before a single additional customer is counted. The third reason is the ARR trajectory, which is the fastest revenue ramp of any infrastructure company in the public markets. Nebius ended 2025 at $1.25 billion in ARR and is guiding to $7–9 billion ARR by year-end 2026. Wall Street analysts project revenue growing 523% in 2026 and another 206% in 2027. One of the company's own institutional shareholders has already suggested the year-end ARR could come in more than twice the guided range if the Meta and Microsoft ramps hit their timelines. The fourth reason is Nvidia's direct involvement. Nvidia made a $2 billion strategic equity investment in Nebius and has given Nebius early access to the Vera Rubin platform, its next generation GPU architecture as part of the delivery commitments to Meta. The fifth reason is the capacity buildout, which is being funded by the revenue itself. Nebius invested $2.5 billion in capex in Q1 alone, CEO Arkady Volozh has guided for $16–20 billion in total investment for 2026, and contracted capacity is now on track to exceed 4 GW by year end with new owned sites in Pennsylvania at 1.2 GW and Finland at 310 MW now under development. The more capacity they build, the more they can sell and demand continues to outpace supply at every stage of the buildout. When you run the math on a business with $7–9 billion in ARR exiting 2026, a $27 billion Meta contract that begins in earnest in 2027, a Microsoft relationship at full run rate, 206% analyst projected growth in 2027, and a structural relationship with Nvidia that gives it hardware access no competitor can match, a trillion-dollar valuation within three to four years is not a moonshot. It is the base case if the compounding holds, and every data point so far suggests it is. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro at the link in bio/below!

Nebius is going to be a Trillion-dollar company! Twelve months ago, Nebius was trading near $18 per share with roughly $55 million in quarterly revenue. Today the stock trades above $225, quarterly revenue just came in at $399 million, up 684% year over year and the company has a contracted revenue backlog that would make most Fortune 500 companies envious. But the current market cap, sitting around $56 billion, prices in almost none of what is actually coming. The first reason Nebius reaches a trillion is the Meta deal alone. In March, Nebius signed a five year agreement with Meta worth up to $27 billion, one of the largest infrastructure contracts Meta has ever signed with any company under which Nebius will provide $12 billion in dedicated AI capacity across multiple locations, with Meta also having committed to purchase up to an additional $15 billion in third-party capacity over the same period. That contract barely starts until 2027, which means the revenue impact is not yet reflected in any trailing metric. The second reason is Microsoft, which is currently receiving its first deployment phases from Nebius and is expected to contribute at full annual run rate starting in 2027. Between Meta and Microsoft alone, Nebius has signed agreements worth more than $46 billion in total contracted value before a single additional customer is counted. The third reason is the ARR trajectory, which is the fastest revenue ramp of any infrastructure company in the public markets. Nebius ended 2025 at $1.25 billion in ARR and is guiding to $7–9 billion ARR by year-end 2026. Wall Street analysts project revenue growing 523% in 2026 and another 206% in 2027. One of the company's own institutional shareholders has already suggested the year-end ARR could come in more than twice the guided range if the Meta and Microsoft ramps hit their timelines. The fourth reason is Nvidia's direct involvement. Nvidia made a $2 billion strategic equity investment in Nebius and has given Nebius early access to the Vera Rubin platform, its next generation GPU architecture as part of the delivery commitments to Meta. The fifth reason is the capacity buildout, which is being funded by the revenue itself. Nebius invested $2.5 billion in capex in Q1 alone, CEO Arkady Volozh has guided for $16–20 billion in total investment for 2026, and contracted capacity is now on track to exceed 4 GW by year end with new owned sites in Pennsylvania at 1.2 GW and Finland at 310 MW now under development. The more capacity they build, the more they can sell and demand continues to outpace supply at every stage of the buildout. When you run the math on a business with $7–9 billion in ARR exiting 2026, a $27 billion Meta contract that begins in earnest in 2027, a Microsoft relationship at full run rate, 206% analyst projected growth in 2027, and a structural relationship with Nvidia that gives it hardware access no competitor can match, a trillion-dollar valuation within three to four years is not a moonshot. It is the base case if the compounding holds, and every data point so far suggests it is. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro at the link in bio/below!

Milk Road AI

48,673 views • 2 months ago