68 Photos and videos
🇮🇳 This Independence Day, let’s celebrate how every region of India contributes to our national growth.
From agriculture to services, each state adds its unique strength to our Gross Value Added (GVA) — the building block of GDP.
🌊 South India powers the nation with strong contributions from IT, manufacturing & agriculture.
Every state in the South adds a unique layer to India’s GVA story.
#SouthIndia #EconomicGrowth #IndiaGrowth #IndependenceDay
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DadQuant retweeted
Jun 12
Two investors look up the same stock right now. One sees ₹85. The other sees ₹102.
Neither is wrong. That's the problem.
Normally, traders would buy the cheaper one and sell the expensive one and the gap closes on its own.
But this gap can't always be closed that way. Here's why. 🧵 (1/6)
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DadQuant retweeted
Jun 8
Wipro shares fell over 8% in a day, while Wipro June Futures fell just over 2%.
That's a surprisingly large gap for two instruments linked to the same stock. So what was the market pricing differently?
The answer lies in Wipro's largest-ever buyback worth ₹15,000 crore. 🧵
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DadQuant retweeted
Jun 4
SEBI just issued an interim order against Rajesh Exports, alleging that a significant portion of its reported revenues may have been overstated.
This case has put corporate governance back in the spotlight.
What went wrong? And how can investors use publicly available information to spot such risks early?
Let's explore 👇🧵 (1/9)
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India’s Next AI Boom May Be an Energy Story, Not just a Software Story ⚡
Modern LLMs are essentially gigantic neural networks trained on enormous amounts of high-quality data - text, images, video, audio, code, conversations, and structured datasets.
As the quality scale of data increases, the model parameters, compute requirements, and electricity needed to train them explode exponentially.
Early GPT-era models may have required under ~10MW peak training clusters. Frontier AI systems today are estimated to require 100MW training infrastructure, with entire AI data center campuses scaling toward GW-level power usage.
AI progress is now as much an energy problem as it is a software problem.
#AI #LLM #DataCenters #GPT #ArtificialIntelligence
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This is one reason AI data centers globally increasingly prefer gas-based power infrastructure today.
Gas turbine plants:
• are faster to deploy
• need less land than large renewable installations
• can be built close to metro/data-center hubs
• provide stable 24/7 baseload-style power for AI workloads
As AI infrastructure scales globally, energy equipment, turbines, grid infra, cooling, and gas distribution companies could all become indirect beneficiaries.
Relevant Indian listed names people track around this broader theme include:
• MTAR Technologies
• Adani Total Gas
• GE Vernova T&D India
• Siemens Energy India
• Bharat Heavy Electricals Limited
• Tata Power
• JSW Energy
AI may quietly become one of the biggest electricity demand shocks the world has ever seen.
#AI #Energy #DataCenters #IndiaAI #Power
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To understand how absurdly large AI infrastructure is becoming - the world is now openly discussing AI data center campuses at 500MW to even 1GW scale.
For context:
• Bengaluru/BESCOM peak loads can approach ~8–9 GW
• Karnataka state peak demand has crossed ~18 GW
That means future AI campuses could start consuming electricity comparable to meaningful fractions of an entire metro region.
India is already entering this race:
• Google’s Visakhapatnam AI hub is being discussed at ~1 GW scale, with reports even mentioning long-term multi-GW hosting ambitions
• Reliance is reportedly planning a 1 GW AI data center in Andhra Pradesh
• Microsoft continues expanding hyperscale AI infrastructure in India with multi-billion dollar commitments
The AI race is quietly becoming an electricity, power-grid, and infrastructure race.
Future wars may not just be fought for oil.
They may be fought for compute and energy.
#AI #DataCenters #Energy #IndiaAI #LLM
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DadQuant retweeted
May 9
normalize realizing that the whole cheat code to life is being insanely delusional and optimistic
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DadQuant retweeted
Apr 3
When people are asked who their favorite character in Mahabharata is, they mostly say Arjuna or Karna. But for me, it has always been Bhima. He did not need Krishna to teach him the Gita. He did not become a psychological mess before the war. He was aligned with the divine will of Krishna. He killed the greatest threats to Dharma - Jarasandha, Kichaka and then went on eliminate 99 of the 100 Kauravas. He was the epitome of physical and mental strength. There is no one quite like Bhima.
The original reel is posted by Instagram handle samyuspeaks at instagram.com/reel/DWnBQukDu…
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Happy Republic Day, India!
Marking the day with a look at real trade deals currently in play — including the India–EU FTA and the India–UAE LNG agreement.
These are long-term moves that matter for exports, energy, and capital flows.
Trade with discipline. Protect capital.
#nifty #indianmarkets #republicdayindia #davos #globaltrade #dadquant
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“Found this old pirate’s trading journal—turns out he wasn’t hunting gold… he was hunting breakouts.” 🏴☠️📈
I spent time converting this pirate’s rules into an algo using Nubra APIs.
The strategy was simple, ruthless, and emotionless:
• Scan sectors that move the most in the first 5 minutes
• Focus only on the strongest sector
• Run an Opening Range Breakout on stocks from that sector
• Break above → go long
• Break below → go short
• Stay in the trade till take profit or stop loss
• No chasing. No second guesses. No emotions.
Old pirate rules.
Modern algos.
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The algo locked onto the IT sector based on opening momentum.
Among the picks, INFY and TCS followed through cleanly on the breakout and delivered solid moves.
WIPRO saw a mild pullback and exited at a small loss — within predefined risk.
Two winners. One small cut.
Rules followed. Risk respected. No emotions.
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Entire Code line here:
github.com/AKNavin/OpeningRa…
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