CA Vivek Khatri Profile picture
Aug 19 21 tweets 4 min read Read on X
🚨BREAKING : On August 18, Zelenskyy met Trump at the White House.

What he proposed could reshape alliances:
➜ $100B in U.S. weapons (financed by Europe)
➜ $50B joint drone production deal
➜ U.S. jobs boosted, no direct taxpayer cost

But the Kremlin is rejecting it as “double-dealing.”

This is how a potential new security order could start 🧵👇
📘 What You’ll Learn from This Thread:

✅ How Zelenskyy weaponized economics to corner Trump
✅ Why Russia calls it betrayal
✅ The silent role Europe is playing
✅ $150B numbers decoded
✅ How this could affect markets, elections, and peace
📢 Before we begin…

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🧠 Most Misunderstood Move of the War:

Everyone expected Ukraine to beg for more military aid.

But Zelenskyy flipped the script.

Instead of asking…
He offered to buy.

➜ $100B in weapons
➜ Paid fully by Europe
➜ Made in America
💣 Truth Bomb:

Ukraine’s proposal isn’t charity.

It’s a $150 BILLION defense + drone package designed to:
➜ Win Trump’s approval
➜ Keep NATO interested
➜ Corner Russia diplomatically
➜ Prevent future invasion

This isn't a request.
It's a counter-offer to Putin.
📊 Do you think this is a smart strategy by Ukraine?
📈 The Deal Breakdown (Simplified):

➜ Weapons Package - $100B
💰 Funded by: Europe
🎯 Includes: 10+ Patriot systems, HIMARS, advanced munitions

➜ Drone Production - $50B
💰 Funded by: Joint (Ukraine + U.S. firms)
🎯 Outcome: U.S.-Ukraine drone manufacturing partnership

➜ Total Package - $150B
❌ No U.S. taxpayer cost
✅ Big win for U.S. jobs, defense stocks, and global leverage

🧠 Zelenskyy calls it a “strong security framework” - not a gift.
📉 Why This Is So Strategic:

Trump keeps saying:
“We’re not giving. We’re selling.”

Zelenskyy turned that line into policy.

He’s pitching the deal as:
➜ A win for American industry
➜ A win for Trump’s image
➜ A win for U.S. workers

It’s diplomacy through capitalism.
⚔️ What Ukraine Gets in Return:

➜ 10+ Patriot systems to protect cities
➜ HIMARS, artillery, anti-air, anti-tank
➜ Joint drone R&D, manufacturing, and export rights
➜ Possibly even U.S. troops or NATO-style guarantees

They want power - not promises.
If you were the U.S. President, would you accept the $150B Ukraine deal?
🧊 Russia’s Reaction: Cold Rage

After Trump and Putin met in Alaska on Aug 15…

Putin suggested:
“Freeze the frontline. Ukraine leaves donetsk/Luhansk.”

Zelenskyy refused. Called it a “trap for rapid Russian advance.”

Next day?

He pitched the $150B deal to Trump.
🪖 This Is About Power, Not Peace:

Zelenskyy:
“Doing so would let Putin achieve his goals by other means.”

That’s why the deal includes no territorial concessions.

Only a ceasefire first, and then peace talks.
💼 U.S. Perspective: All Business

Trump’s team framed this as:
➜ A $150B export boost
➜ No budget hit
➜ A “repayment” for past U.S. aid

Even if Trump inflated that past aid to $350B (real number closer to $100B)…

This turns past expenses into future sales.
🧨 Why Europe Is Nervous:

Europe is expected to foot the $100B weapons bill.

Leaders like Merz & Macron support the plan in principle,

but want assurances:
➜ No escalation
➜ Real ceasefire
➜ Shared long-term strategy

Some EU voters are already calling it “Trump’s Trojan deal.”
📉 Russian Media Calls It “Double-Dealing”

To Putin, this is betrayal:
Trump talks ceasefire one day.
Next day, sells $150B in arms.

RT and TASS already warning of:
➜ New arms race
➜ Strategic sanctions
➜ Exit from peace negotiations
📺 Micro-Story:

Zelenskyy canceled a major Fox News interview that night.
Why?

Talks with Trump + EU leaders ran long.
Everyone wanted to understand the implications of this deal.

It’s that big.
📊 Markets Reacted Immediately:

Defense stocks surged post-Aug 18:
➜ Lockheed Martin
➜ Northrop Grumman
➜ Raytheon
➜ Kratos Defense (drone tech)

Analysts are calling it “the Zelenskyy spike.”
📈 Expect more if deal progresses.
📌 Sticky Phrase:

This isn’t foreign policy.

This is the Zelenskyy Doctrine:
“No peace without power.
No sovereignty without security.
No promises without production.”

It's not aid. It’s a leveraged future.
🧠 What Most People Miss:

This deal isn’t just about weapons.

It’s about rewriting how wars end in the modern world.

Not just ceasefires…

But economic ecosystems that prevent future aggression.
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More from @CaVivekkhatri

Aug 18
🚨 Prime Minister Narendra Modi has announced a “Double Diwali Gift” for the nation.
India is preparing the next generation of GST reforms.

➝ 12% & 28% slabs to be rationalised
➝ MSMEs to get significant relief
➝ Everyday essentials likely to become more affordable

Most countries adjust taxes quietly.
India is positioning GST reform as a growth accelerator.

But here’s the caution:
If corporates raise MRPs, GST cuts may not fully reach consumers.

With 60% consumption-driven GDP, a ₹1 lakh crore MSME push, and a simpler 2-slab system…

This is how India’s GST reform could reshape the economy 🧵👇
What you’ll learn in this thread:

1. Why GST reform was inevitable in 2025
2. The economics of “slab compression” (4 ➝ 2)
3. Sector-by-sector impact (cement, autos, MSMEs, insurance)
4. The hidden “Pass-Through Problem” (MRP hikes)
5. The long-term vision for India’s $5T economy
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

➝ Stock screeners every week
➝ Breakout alerts
➝ Cheat sheets from iconic investors
➝ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
Read 25 tweets
Aug 17
🚨BREAKING: U.S. President just met a wartime Russian leader.

On American soil.
Inside a military base.
No deal.
No questions.
No ceasefire.

Putin refused to fly over NATO airspace.
Trump canceled the filet mignon.
Ukraine wasn’t invited.

And Alaska, once Russian, hosted it all.

This wasn’t a peace summit.

It was a geopolitical power play.

Let’s break it down 🧵👇
👨‍🏫 What you’ll learn from this thread:

– Why this summit happened now
– The real signals behind symbolic optics
– How this affects India (oil, BRICS, sanctions, QUAD)
– Lessons in statecraft & power positioning
– The next 3 moves global investors should watch
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

→ Weekly stock screeners
→ Breakout alerts
→ Cheat sheets from iconic investors
→ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
Read 21 tweets
Aug 17
🚨 BREAKING: PM Modi just outlined India’s new vision of power & prosperity from the Red Fort.

Key announcements:
→ Operation Sindoor victory
→ Indus Waters Treaty rollback
→ India’s first homegrown chip by year-end
→ Critical minerals & energy independence push
→ ₹1 lakh crore youth jobs scheme
→ 2 crore women turned ‘Lakhpati Didis’
→ Farmers-first: PM Dhan-Dhanya Krishi Yojana
→ Next-gen GST reforms
→ Gaganyaan + India’s own space station plan

This is India’s roadmap to Viksit Bharat 2047 → Here’s the breakdown 👇
📌 What you’ll learn in this thread:

✅ Why Operation Sindoor is India’s biggest counter-terror shift
✅ How India will save ₹10+ lakh crore in energy imports by 2047
✅ Why semiconductors & critical minerals = India’s “oil of the future”
✅ The ₹1 lakh crore youth jobs mission that could redefine hiring
✅ How 2 crore women quietly built a new economic class
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

→ Stock screeners every week
→ Breakout alerts
→ Cheat sheets from iconic investors
→ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
Read 22 tweets
Aug 14
🚨BREAKING: “India is caught between two nuclear giants. And tomorrow, they meet without us.”

Putin is flying into U.S. airspace.
Trump is threatening “severe consequences.”
Ukraine isn’t even in the room.

And India?
– Dependent on Russian oil
– Facing U.S. tariff pressure
– Balancing BRICS vs. QUAD

This summit isn’t just a peace negotiation.
It’s a geopolitical time bomb.

Let’s break it down 👇
📌 What you’ll learn in this thread:

– Why this summit is NOT about Ukraine
– How it could reshape India’s energy, trade & military future
– What markets, investors, and policymakers should watch
– How India must reposition in a shifting world order
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

→ Stock screeners every week
→ Breakout alerts
→ Cheat sheets from iconic investors
→ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
Read 19 tweets
Aug 13
🚨 BREAKING: India just took its biggest-ever leap in the global chip race.

4 new semiconductor plants approved
₹1.6 lakh crore total investment
24 billion chips/year capacity in the pipeline

From zero fabs in 2021 to a manufacturing powerhouse - this move could quietly rewrite the rules of tech, trade, and national security.

📌 Here’s what you’ll learn from this thread:
➜ The full list of India’s 10 approved chip projects
➜ Why this is a high-stakes geopolitical power move
➜ The impact on AI, EVs & defense
➜ Real examples from Odisha to Gujarat
➜ How to spot the stocks set to win big

Let’s break it down 👇
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

➜ Stock screeners every week
➜ Breakout alerts
➜ Cheat sheets from iconic investors
➜ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
1️⃣ The Reality Check - Why Chips Matter

No chips = no AI.
No EVs.
No defense systems.

➜ 90% of the world’s semiconductors are made in just 3 countries.
➜ A single war, sanction, or earthquake could paralyse supply chains worth trillions.

India is building a strategic insurance policy and a wealth engine.
Read 21 tweets
Aug 12
🚨 ENOUGH IS ENOUGH
Trump just hit India with 50% tariffs.

We can’t sit and watch foreign brands profit while they try to bully us.
It’s time to go Vocal for Local and start a nationwide #BoycottUSBrands movement.

What you’ll learn in this thread:
➜ Why boycotts beat tariffs (in weeks, not years)
➜ The math: leakages, royalties, GDP multipliers
➜ Sector-by-sector winners & risks
➜ Case studies (1905 Swadeshi, Russia 2022, Sri Lanka 2022)
➜ A 30/60/90 day action plan with KPIs

Let’s break it down 👇
1️⃣ 💣 The Silent Weapon Stronger than Tariffs

Tariffs are slow. Boycotts are instant.
US policy: Hit our exports with 50% tax.
Our counter: Cut their $80B India revenue pipeline.

Even a 20% switch from US to Indian brands = ₹1.3 lakh crore redirected in a single year.
2️⃣ 🧮 The Leakage Problem - Why Foreign Brands Drain Us

Spend ₹100 at a US brand:
➜ 4–8% → Royalties & tech fees to HQ
➜ Profits → Repatriated abroad

Spend ₹100 at an Indian brand:
➜ Majority → Circulates domestically via wages, suppliers, tax
➜ Local multiplier effect: 1.6–2.0x GDP impact

Same rupee. Different outcome.
Read 24 tweets

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