Helios Flexi Cap Fund — Portfolio Changes Comparing April 30, 2026 → May 31, 2026  |  Fund Manager Activity claude.ai/public/artifacts/6…

40 साल पहले के डॉक्टर और वर्तमान डॉक्टर में फर्क समझिए। भाई साहब ने क्या सही पकड़ा है😎

Sister shares why you should avoid eating heavily processed food and cook at home instead. Why is this not taught at school 😭😭😭 #FI

I used to have a peaceful life. Then I started investing in Stock Market. Now I worry about the economy, taxes, GDP, inflation, tariffs, wars, why Russia invaded Ukraine, the reasons behind the Israel conflict, the US-Iran war, the oil price war, why almost every country has a US military base but not the other way around, why Trump is doing what he's doing, why Khamenei getting killed sends our Nifty down and why a decision made in US reflects in my portfolio the next morning. I didn't sign up for a geopolitics degree. I just wanted to make some extra money. 😭 Tough life bro. 🫡

If your child becomes a reader, about 80% of the education job is already done. That's my honest assessment after working in education for over thirty years. Everything else is secondary. Most parents think science education is important. Yes it is. But if you can't read the biology textbook, you're not going to learn biology. Reading is the meta-skill that enables all other skills. History requires reading. Science requires reading. Even math increasingly requires reading as it becomes more sophisticated. The child who reads voraciously will figure out everything else. The child who doesn't will struggle with everything.

BREAKING: Donald Trump just ended Anthropic’s whole company in one post. Elon Musk was right “I am directing every federal agency to immediately CEASE all use of Anthropic’s Technology” TIME TO BANKRUPT THAT WOKE COMPANY 🔥

“AI listened to 2 crore calls and gave us the data” Bajaj Finance said “This capability wasn’t there in Q1 and Q2” This proves the point mentioned in the article that AI is learning faster than ever before and AI is now training previous versions of AI. The speed of change is exponential.

"India Has a Great Opportunity in AI, Period" – Dr. Vishal Sikka (Ex-Infosys) 1. TCS has partnered with him to fight its existential crisis 2. PM & officials have met him multiple times 3. Oracle, GSK, BMW, Stanford have him on their Boards for AI What is Vishal Sikka Saying: Vishal Sikka – India’s World-Beating Asset in Silicon Valley a. Sikka did his Stanford PhD thesis on AI in the 90’s when no one had even heard of AI. b. As Infosys CEO from 2014 to 2017, he forewarned in every speech, meeting, shareholder’s letters (and resignation letter) that AI would disrupt IT Service Companies. c. He took 3 steps at Infosys to lead the AI race for India. (Next Section) Sikka’s 3 Steps Which Led to His Exit from Infosys a. In 2015, he decided to be an early investor in OpenAI along with: Sam Altman, Peter Thiel (PayPal), Reid Hoffman (LinkedIn), and Elon Musk (Tesla). Infosys promoters backed out of this risky bet. b. Sikka acquired Israeli AI firm Panaya for $200M in 2015. The sycophants and jealous Board members within Infosys spread a rumour that the acquisition was overvalued and Sikka had taken a cut. Internal investigation was ordered, nothing wrong was found. c. Last Straw: In April 2017, Sikka launched the next-generation AI platform NIA at Infosys. The goal was to take lead in “proprietary AI” and build own models in India rather “live on rented AI” forever and enrich Google, OpenAI, etc. Infosys Board was reluctant to go “all in” with NIA. Sikka resigned in August that year. Sikka’s 2019 AI Presentation at NITI Aayog a. In Sept 2019, all major Indian newspapers carried this PTI headline: “India Can Become World Leader in Artificial Intelligence: Vishal Sikka” b. At a time when there was no ChatGPT, Gemini, or self-driving cars, Vishal Sikka gave a presentation on AI before NITI Aayog at the PM’s request, where officials of 20 Union Ministries were gathered. c. He proposed a two-pronged strategy: (1) Train the world’s largest AI talent pool in Indian schools and universities; and (2) Invest and build AI systems in India at a very large scale to leap-frog in the AI race. Nobody in India understood in 2019 what Sikka was saying. Vishal Sikka is Back: What is He Saying in 2026 a. Last month Sikka had another meeting with the Indian PM and team. He is going to be a key participant at the India AI Impact Summit 19~20 Feb, 2026, which is a massive event with all top tech global leaders invited. b. Indian IT Services: TCS has entered into a major partnership with Sikka’s AI firm and he recently met TCS CEO and top management. He told them it is not too late to join the AI race; the race has barely begun. c. Margin Erosion in Indian IT Companies: Indian IT’s original model was labour arbitrage. If a client wanted 200 engineers on a project, India could supply the cheapest. Now the same project can be done with 50 engineers AI at much cheaper cost. So, to survive, Indian IT profit margins have already come down from 25% to 15%, and are rapidly declining further. d. Sikka’s Advice to IT Services Companies: You have to shift the delivery model from labour arbitrage to “Labour AI” arbitrage. It means, the AI component (AI platform, LLM models, AI applications) must be your own proprietary technology, and not rented from others. e. If you rent AI, you lose the arbitrage – and then the Indian IT industry’s end is near. “There will be a lot of blood on the streets,” his exact words. (“Rent” also means foreign dependence forever in strategic technologies.) f. Building Own AI Models: The idea that India is too late in the AI race, so let other people build AI – is a stupid idea, he says. “God has not pre-ordained that only certain people can build foundation models, and Indians are not one of them.” India has 18% of the world’s population. We have to build our own foundation models, our own large-scale AI systems, and our own world-class applications on top of them. (Note: That’s exactly the way China thinks.) g. “Skill Gap” is a Loser’s Excuse: Out of 8 billion people in the world, only about 1.5 million are able to build AI applications. The number of people who can deploy AI in production is just a few hundred thousand. And the number of people who can build a frontier foundation model is less than 25,000 on the whole planet (concentrated in San Francisco, London, and a few Chinese cities.) These are basic skills, and not skills pre-ordained by God for a chosen few. ENDQUOTE [By Vishal Sikka] Legendary computer scientist Alan Kay used to say: “In the country of the blind, the one-eyed man (with half-baked knowledge) is king, but the two-eyed man (who is a visionary genius) is in for a hell of a ride (suffers a backlash and is called a fool.)” @arabicatrader

Today’s big story is the massive fall in tech stocks. TCS , Infosys , HCL tech down 5-7% With anthropic releasing 11 new plug-ins for its Claude co work agent , tasks across legal, sales , marketing and data analysis globally could get automated This caused large sell off in the US tech stocks and sparks fear of a large disruption across the software ecosystem. The larger issue is what happens to jobs . TCS has cut over 30000 jobs in last 6 months because of rising costs , falling profits at AI led restructuring Amazon has targeting reduction of 16000 corporate roles worldwide Meta plans to cut 10% of employees In its reality labs division The silver lining is GCCs are picking up in India but in that too the skill set is very different

Sunday math class If I hold a Gold ETF for 15 yrs and assume gold is going up at 15 pct per annum and assume interest rate is fixed at 8 pct and expense ratio of this ETF is 0.8 pct what is the Net Present Value of the expense paid over 15 yrs as percent of initial investment. Is this NPV more or less than what I would pay if I bought physical Gold paid 3 pct mark up plus 3 percent GST. Calculate and let me know which has lower cost

Chalo ek baar phir se Bullish ho jaayein hum dono

RT @InvestingCanons:

Warren Buffett: "The best moat you can have is your own talent. Inflation can't take it from you. Taxes can't take it from you." "Develop the habits of success [by looking] around you at the people who you admire."

Sanjoy Bhattacharyya’s 5 lessons are worth more than a ₹50,000 investing course. No fund manager will tell you this: (THREAD) 📚👇

Exactly

Dear @AshwiniVaishnaw . IRCTC linking with Aadhaar. If name in aadhaar is Ashwani V and IRCTC has V Ashwani, you cannot correct it in IRCTC profile. Change of name is not permitted. To create afresh, we need a fresh phone number also. Can you enable name change in the IRCT APP?

Best of Mr @ShashiTharoor.. 😀 @hvgoenka