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Jul 27
@Upscalpfutures @chrisdotsol @superteamIE I asked Grok what each could learn from the other.

Grok won't see everything, but it will see what gets published. So publishing progress is an important element here, and finding a way to make that pay is another key strand.

1/2

What Ireland can learn from UK.

🧵👇 Image
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@Upscalpfutures @chrisdotsol @superteamIE 2/2

What the UK can learn from Ireland.

I can comment a little on these, because I have a view of events, community and ecosystem. Image
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@Upscalpfutures @chrisdotsol @superteamIE 🥚 Incubation

I'm working on this myself, trying to bring more folks into tech at grassroots, and provide a space parallel to Hackathons where folk can grow 🌱

🪨 Hackathon Momentum

Would indeed be great to track winners. I think early discussions have started.

🧵👇
Read 5 tweets
Jul 27
1/ A rare Russian armoured assault on 22 June ended in disaster, with the loss of numerous vehicles and the reported deaths of scores of Russians. Russian warbloggers are scathing about the losses, seeing the attack as incompetent. ⬇️
2/ FT military correspondent Andrey Filatov is highly critical, using a standard euphemism for the Russian army to evade censorship:
3/ "The enemy's video report is all standard fare: analog FPV, fiber optics, Mavics. The new thing is a strike wing approaching a stationary "shed" [turtle tank] All these threats can be worked on, but they're not for the brilliant commanders of the Laotian army...
Read 15 tweets
Jul 27
My final takeaways from the whole Tour de France👇🏼

1. Paul Seixas… this is just the beginning.

This guy, this 19-year-old guy, rode brilliantly. He was able to manage his effort perfectly, never rode above his limit when he would’ve lost a big amount of time afterwards; he rode tactically smart, never crashed… simply like an old experienced pro. And handled the pressure perfectly.

4th place is absolutely awesome, but this is just the beginning. Yes, the gap on Pogi is enormous, and it won’t change in the next few years unless Pogi will start to decline somehow rapidly, but I am sure Paul will get better in the next few years, mainly at the Tour, because now he and the team know what to do.

The internal sources say that Paul never reached the power numbers he produced in the Basque Country or at Liège at any point during the Tour, not even in the first week. If it is because he was maybe overtrained or more likely due to the crash at TARA and sickness, we will not know. But his level was below what it could’ve even possibly been.

So he will get better, and I believe he can end next year even second overall after Tadej. If not next year, then in another one. Yes, with all that specific training from a young age, he already seems like a developed rider, but he is still just a teenager, and the body is stronger at, for example, 23 than at 19.

So we can expect big things. And I hope he will ride also the Giro and Vuelta, not just the Tour every year.

#TDF2026Image
2. Cycling is changing right in front of our eyes

Like @laflammerouge16 presented there was not a single Tour stage winner who has not won at least one WorldTour Classic or stage race before it in their career; there is no stage winner from France, Italy, or Spain (the organizing Grand Tour countries), and generally the gap is getting bigger and bigger between the big stars (big teams) and average riders (average teams).

Like, seriously, the worst stage winners we got were Olav Kooij, who won for the first time at the Tour, but he is like one of the fastest guys in the world, and then Wærenskjold, who has won Omloop, and Schmid who has won at the Giro previously.

Simply the times when, with all respect a random rider got his first big win at the Tour are behind us. Seriously, now with all the data and nutrition, there are hardly any surprises or bonks; simply if somebody is good, then is good.

📷: pisseiImage
3. Remco should prefer Grand Tours over classics

I never understood the majority opinion that Remco should focus on classics instead of Grand Tours. Why should he? What can he achieve at the biggest classics?

At Liege, he will always be beaten by Pogačar no matter the preparation and focus. At Ronde, the same. Yeah, he should try Roubaix sometimes, but I don’t think he is a very good fit for that. I see him maybe having a chance to win at Sanremo, like Pidcock’s way.

But he can win a Grand Tour. And yes, I agree with many Belgians that he should ride the Giro next year. He didn’t win it yet and it is time to go back for pink.Image
Read 9 tweets
Jul 27
Under the new EPF rules, your monthly contribution can be limited to ₹1,800, even if 12% of your basic salary plus DA is much higher.

Your employer’s contribution can also be limited to ₹1,800.

This could increase your take-home salary. Alternatively, you could ask your employer to redirect the balance to corporate NPS or another retirement product. 🧵(1/9)Image
Currently, many companies contribute 12% of your basic salary plus DA to the provident fund from your salary, and contribute another 12% from their side.

So, if your basic salary plus DA is ₹50,000 a month, you contribute ₹6,000, and your employer contributes another ₹6,000 towards your EPFO-linked retirement benefits. (2/9)
Then what are the new rules saying?

The new EPF rules specifically state that the contributions are capped at 12% of the ‘wage ceiling’.
The ‘wage ceiling’, as per the government, is Rs 15,000.

Hence, the PF contribution by each employer and the employee is capped at Rs 1,800 (12%*Rs 15,000). (3/9)Image
Read 9 tweets
Jul 27
#SupremeCourt to hear plea filed by senior advocate @KapilSibal challenging the interpretation of the Tenth Schedule to the Constitution that permits legislators to avoid disqualification under the anti-defection law by taking the route of a political party merger. Image
@KapilSibal Bench: Justices PS Narasimha and Alok Aradhe
J Narasimha: why Article 32?

Sibal: huge recupercussions on policy, Goa matter pending

J Narasimha: we will tag

Sibal: see my proposal, I am in another capacity. electoral verdict can be changed through this process, majority will become minority, vice versa

J Narasimha: these are issues typically to be raised before the floor of house if not, then before political party. 10th schedule is intended to regulate mechnism. what transpired working of 10th schedule we have been seeing it, enormous issues.

Sibal: complete fraud

J Narasimha: who made it? its the making of the members of parliament, it is for the problems of the legislators to be decide. we will issue notice.
Read 4 tweets
Jul 27
The market has to convince retail to take the wrong side before it can move.

It does that using the same two manipulation phases every single time.

Understand them once, and you'll never look at charts the same way again.

Full thread below. 👇 Image
1/X

The first thing you need to understand is that the market is operated by the "Market Makers."

These market makers trade against the losing majority, also known as retail traders, who lose consistently over time.

Their approach is a consistently losing system.

So, if we learn how retail traders position themselves and do the opposite, we have a consistently winning system.

Liquidity System = Trading Against Retail.
2/X

So, the two steps I'm talking about are two actions that help us understand how retail traders are positioned.

These two actions are forms of manipulation. Their purpose is to push retail traders into positioning themselves against the "real" move that's coming.

For example, if market makers want to drive price down, these two actions will manipulate retail traders into entering long positions against the upcoming move.

MMs want to move price down? Retail needs to buy against them and provide the liquidity (stops).

And vice versa for a move up.
Read 10 tweets
Jul 27
SitRep - 26/07/26 - Casualties in Kirov

An overview of the daily events in Russia’s invasion of Ukraine. Despite that the Russian government is trying to hide the death toll, the strike in Kirov seems to have caused many deaths.

REPOST=appreciated

1/X Image
Read 16 tweets
Jul 27
#SupremeCourt to hear today pleas seeking registration of FIRs against #DelhiPolice and #CAPF personnel over the alleged use of excessive force against students who protested against #NEETPaperLeak and examination irregularities

Bench: CJI Surya Kant, J Joymalya Bagchi and J V Mohana

The petitioners specifically seek probe into the incidents of July 20, when the #SansadChalo march to Parliament was statedly met with use of tear gas and batons

@Cockroachisback #DharmendraPradhanImage
The pleas seek an independent investigation into the incidents, preservation of CCTV footage, body-camera recordings and other electronic evidence, besides compensation for protesters found to have suffered injuries

Earlier, CJI Kant declined listing of a letter petition on the issue (mentioned by Adv Narendra Mishra). Subsequently, the CJI clarified that the listing was declined as there was no properly filed petition before the court at the time.

#SupremeCourt #CJP #NEETExam #StudentsProtest
Pleas alleging police brutality during #StudentsProtest mentioned before #SupremeCourt

AoR Fauzia Shakil mentions petition filed by Rajya Sabha MP Manoj Jha (@manojkjhadu)

Shakil: we have filed a writ petition with comprehensive information, including Bihar firing

Another counsel: multiple writs and applications filed. on account of students who have been beaten up

CJI: already filed?

Counsels: yes, we want them to be taken up alongwith cases listed today

Shakil: use of AK 47 in Siwan yesterday...we have filed data

Sr Adv Vikas Singh: Pan-India order required

CJI: One way out is, today's matter also we take up tomorrow

Counsel: I am for families of policemen beaten. Need permission to participate. They have been kicked, lynched literally

CJI: Right to peaceful, lawful protest absolutely guaranteed under Constitution. So long as it is peaceful agitation, merely because there is agitation, there can't be [excess]

J Bagchi - Injury to individual, be it to policemen or [students], is of equal concern. We may call upon state to concern why adequate [...] not given to police to handle such.
Read 4 tweets
Jul 27
CHATGPT HAS QUIETLY BUILT A FILE ON YOU. YOU'VE NEVER SEEN MOST OF WHAT'S IN IT.🚨

EVERY MESSAGE YOU SEND FEEDS IT. IT STUDIES YOUR PATTERNS TO MAP YOUR PERSONALITY AND HABITS, THINGS YOU NEVER ACTUALLY TOLD IT.

HERE ARE 15 PROMPTS TO PULL UP EVERYTHING IT HAS ON YOU, AND WIPE WHAT YOU NEVER AGREED TO:
1. Open the File

Start with the raw memory dump. Most people are surprised by how much ChatGPT remembers.

Paste to ChatGPT: "Show me everything you remember about me from our chats. Include any names, places, jobs, interests, habits, preferences, and other details you've saved or learned. Don't summarize it. Show the complete list of everything you know about me."
2. The Hidden Profile

The interesting part isn't what ChatGPT remembers. It's what it thinks it has figured out.

Paste to ChatGPT: "List everything you've inferred about me that I never directly told you. Include things you've guessed from my writing style, questions, interests, and behavior. For example, my likely age range, career level, income range, location, goals, or situation. For each inference, explain what clues led you to that conclusion and how confident you are."
Read 19 tweets
Jul 27
@ArchAngelofHelm @SurreyRCMP @surreyps Fucking HOTTTTTTT picture thanks so much for sharing this amazing picture 🤤😍🥰😁
@ArchAngelofHelm @SurreyRCMP @surreyps @SurreyRCMP @surreyps @LangleyRCMP

@ChrisPentecos @World_Watch_ @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@ArchAngelofHelm @SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @World_Watch_ @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll
Read 3 tweets
Jul 27
@ArchAngelofHelm @SurreyRCMP @surreyps Fucking HOTTTTTTT picture thanks so much for sharing this amazing picture 🤤😍🥰😁
@ArchAngelofHelm @SurreyRCMP @surreyps @SurreyRCMP @surreyps @LangleyRCMP

@ChrisPentecos @World_Watch_ @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@ArchAngelofHelm @SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @World_Watch_ @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll
Read 3 tweets
Jul 27
"Battery Chemicals are not demand constrained. They are capacity constrained."

Mgmt, ACUTAAS CHEMICALS Ltd.
(Q1 FY27 Concall)

Acutaas is no longer just a pharma intermediates company. It is building 3 structural growth engines—CDMO, Battery Chemicals and Semiconductor Chemicals. 🧵

1/ Business Model: From One Engine to Three

Acutaas is transforming from a pharma intermediates manufacturer into a specialty chemistry platform.

Current pillars:

• Pharma Intermediates (cash cow)
• CDMO (high-margin growth)
• Battery Chemicals (next leg)
• Semiconductor Chemicals (future optionality)

Over time, revenue mix will become more diversified as specialty chemicals scale.Image
2/ Q1 FY27: Strong execution across the board

• Revenue: +59% YoY
• EBITDA: +122% YoY
• PAT: +70% YoY
• Gross Margin: 57.9% (+470 bps)
• EBITDA Margin: 34.3%

Growth was driven by a better product mix, strong CDMO execution and operating efficiencies—not just higher volumes Image
3/ Pharma business remains the earnings engine

Pharma Intermediates grew 76.5% YoY.

Drivers:

• Strong CDMO momentum
• Robust core intermediates demand
• New product ramp-up

This cash-generating business is funding investments into Battery & Semiconductor Chemicals without stressing the balance sheet.
Read 10 tweets

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