20+ Yrs in Stock Markets. 30+ Yrs Building: Now, AI Powered Solutions. 3 x Ex-CTO, IIMB, IIMK, Kellogg’s, AWS - Security Specialist, Architect. Not an RIA.
Hyderabad, India
Joined January 2015
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Manish Jain retweeted
You’re not gonna believe this.
5,000 stocks are down 20%+ from their 52-week highs.
And it gets crazier…
Nearly 4,000 are down 40%+.
Think about what that actually means.
While the major indices have held together, underneath the surface thousands of stocks have already been living through their own bear markets.
The index looking fine while individual stocks are getting absolutely destroyed underneath it.
Some seriously messed up shit when you actually look under the hood.
Manish Jain retweeted
THE ORIGINAL TEA PARTY DUMPED TEA TO PROTEST THE CROWN.
The modern one dumps Treasuries for gold to protest the printer.
Join the party.
Manish Jain retweeted
RIP to everyone who bought a Mac Mini to run OpenClaw or Hermes Agent 24/7 💀
including myself
digitalocean now runs claude code
and codex for you in the cloud
you can close your laptop and the agent keeps working.
the second it goes idle it pauses and you stop paying for compute
it wakes back up in ~300ms
into the same session on any device
the model never even sees your API keys
cloud agents are the future
🤝 Paid partnership
DigitalOcean Managed Agents is now in public preview.
Run Claude Code, Codex, or your own LangGraph agent in a runtime environment that pauses when idle. Put its tools behind one governed endpoint, and pick from 75+ open and proprietary models. One cloud, one bill.
Prompts to get started available in the blog: do.co/4ysh3it
Manish Jain retweeted
We are Balance-Sheet investors first
We look for companies that earn at least 14-15% on the capital they employ
That Single filter keeps the downside limited and
In a bad market these stocks may fall 10-20% but they rarely go to zero & that's the main thing
Capital protection is the priority & everything else comes after that
- Sunil Singhania 🔥
Sunil Singhania. 🔥
Joined Reliance MF in 2003 When It Had Under ₹100 Cr In Equity Assets.
Grew it to ₹80,000 Cr & 100x in 22 years.
Left In 2018 & Built Abakkus From Scratch
Some Of Abakkus Big Hits
AGI Greenpac: 8.3x
Anup Engineering: 8.3x
HG Infra Engineering: 8.1x
Technocraft Industries: 7.6x
Ion Exchange: 7.2x
Currently Manages ₹40,795 Cr At Abakkus & Personal Portfolio Worth ₹2,100+ Cr Across 20+ Stocks.
Respect For Such Conviction In Indian Markets. 🔥
Manish Jain retweeted
We will be livestreaming once again! Please join us on the evening of our #IndependenceDay 🇮🇳
Manish Jain retweeted
JUST IN: X launches new creator revenue model that detects stolen videos and text posts at 3x the previous rate and rewards the original uploader.
Manish Jain retweeted
SILVER MINERS REVOLT: KEITH NEUMEYER DEMANDS NEW PRICING SYSTEM TO ESCAPE BANK MANIPULATION
Keith Neumeyer, CEO of First Majestic Silver, just delivered a bold message at the Rick Rule Symposium. He exposed how banks manipulate silver prices through paper markets and called on miners to break free by building their own pricing system. This idea could reshape the entire silver industry for years to come.
THE RIGGED GAME
➡️ Keith Neumeyer calls the current silver pricing system a complete scam controlled by banks through the COMEX and LBMA.
➡️ First Majestic and other miners produce real physical silver but have no say in setting its price unlike almost every other industry on earth.
➡️ Banks closely track future mine production and use that knowledge to hedge positions and keep prices artificially low.
THE BOLD SOLUTION
➡️ Keith Neumeyer is urging silver mining CEOs to come together and create their own independent pricing mechanism immediately.
➡️ The industry must stop relying on the bank-run system that has suppressed silver prices for far too long.
➡️ A new producer-led system would finally align prices with actual physical supply and surging global demand.
THE PHYSICAL TRUTH
➡️ Explosive physical demand for silver continues to grow from electronics, solar panels, electric vehicles and everyday household appliances.
➡️ Worldwide silver mine production has remained flat at around 860 million ounces per year for a decade.
➡️ At the same time consumption has risen sharply to 1.3 billion ounces annually creating a massive and growing deficit.
THE BOTTOM LINE
Keith Neumeyer has thrown down the gauntlet. Silver miners have the power to end the manipulation if they act together. The future of fair silver pricing starts with their decision to lead.
This is the sound of an industry finally waking up to its own strength.
HT: YouTube ITM TRADING, INC.
#SilverMinersRevolt #NewSilverSystem #KeithNeumeyer #FirstMajestic #BreakBankControl #PhysicalSilverDemand #TripleDigitSilver
Manish Jain retweeted
🚨US M2 MONEY SUPPLY PASSES $23 TRILLION FOR FIRST TIME IN HISTORY
M2 says gold & silver’s secular bull markets are NOT over…
Manish Jain retweeted
A 15-year-old dream has come true today. I started a PhD with the dream of creating a system that chants any Sanskrit shloka perfectly.
And here I am opening sourcing 𝐕𝐚𝐠𝐝𝐡𝐞𝐧𝐮 - 𝐀 𝐯ṛ𝐭𝐭𝐚 (𝐦𝐞𝐭𝐞𝐫) 𝐚𝐰𝐚𝐫𝐞 ś𝐥𝐨𝐤𝐚-𝐭𝐨-𝐜𝐡𝐚𝐧𝐭 𝐭𝐞𝐱𝐭-𝐭𝐨-𝐬𝐩𝐞𝐞𝐜𝐡 (TTS) 𝐬𝐲𝐬𝐭𝐞𝐦 𝐟𝐨𝐫 𝐒𝐚𝐧𝐬𝐤𝐫𝐢𝐭. This is the world's first vrutta-aware, open-source TTS for Sanskrit Chanting.
Manish Jain retweeted
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗
Manish Jain retweeted
Govt approves emergency credit line of 2.55 lac crore was war impacted sectors.
Excellent news for textiles, petchem, energy , aviation , fertilisers and other affected sectors.
Manish Jain retweeted
Much better chart.
In blue is US M2 (all-time highs)
In Red is M2 velocity.
This is the first time in last 10 years when US m2 is rising along with rising M2 money velocity.
M2 velocity cannot be easily controlled but M2 can be influenced by Fed.
if Fed does not influence M2 then expect falling dollar and rising inflation and asset prices.... beast (money velocity) is getting unchained here.
Manish Jain retweeted
🚨MEASURED IN GOLD, EVERY MAJOR CURRENCY HAS LOST >90% OF ITS VALUE SINCE 2000⚠️
⚡️Those waiting for a currency collapse have already missed the first 95% of the collapse in value of global currencies vs gold:
Since 2000:
USD -93.8%
EUR -92.9%
GBP -94.9%
AUD -93.5%
CAD -93.6%
CNY -92.6%
JPY -96%
CHF -87.7%
INR -97.1%
Average: -93.6%‼️
Chart source: Incrementum AG
