More from @stockifiabhijit

Nov 11

Google just gave its AI access to read every email in your Gmail, including your bank details, OTPs, and medical reports.

It’s called Gemini AI, and unless you manually turned it off…

It’s spying on you right now.

Let me break it down before it’s too late:

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In October 2024, Google quietly rolled out a feature across all Gmail accounts:

Gemini AI integration

Sounds cool, right?

Except here’s what they didn’t say:

By default, it gives Google’s AI access to:

Your inbox

Your attachments

Your search history

Your Docs, Sheets, and even Drive files

All in the name of “personal assistance”.

But behind the scenes? This is a massive data grab.

Let’s be brutally clear:

Gemini can now read:

● Your salary slips ● Loan agreements ● Hospital reports ● Tax filings ● Private chats ● Even One Time Passwords

And unlike a human, it never forgets.

Read 12 tweets

Nov 10

India just got upgraded by Goldman Sachs. In 2024, Goldman said: “India is too expensive.”

They slashed their rating from “Overweight” to “Neutral.” Foreign investors pulled out over $30 billion.

Midcaps bled. Your smallcap SIPs saw red.

Now in late 2025, they’re saying: “India is back. We see upside from here.” Their Nifty target? 29,000 by 2026 — that’s a ~14% jump from today.

So what changed? Here’s the decoded truth: Bookmark and retweet this thread to revisit it later

Goldman now sees FOUR pillars holding up India’s bull case.

Translation: They finally believe the Indian rally isn’t just sentiment — it’s structural.

And why it could spark a serious midcap revival.

1. Growth-supportive policies are back on the menu

The government’s hinting at:

Slower fiscal tightening Liquidity boost from RBI More room for infrastructure push Even tweaks to GST collections

This isn’t just budget jargon.

It’s code for: “Growth will get political oxygen again.” For midcaps in infra, consumption, and defence — this is green signal time.

2. Earnings revival is no longer a rumour

Goldman expects India Inc’s earnings to jump from 10% (FY25) to 14% (FY26).

That’s not just large-cap recovery.

Historically, when earnings rebound → midcaps outperform because they’re more earnings-sensitive.

This could be the start of a powerful re-rating cycle.

Read 8 tweets

Nov 9

Most people think supermarkets make money by selling groceries.

Walk into any supermarket and look at the shelves.

What you see is not an accident.

From eye-level to checkout counters, every inch is sold real estate.

And brands pay crores to occupy the right shelf, not to sell more, but to be seen more.

Let’s break it down. Bookmark and retweet this thread to revisit it later

The most expensive space in any supermarket?

Eye-level shelves

Why? Because 80% of consumer decisions are made on the spot.

And your brain, tired and rushed, picks what it sees first.

That spot isn’t earned. It’s bought.

This game is known as “slotting fees.”

It’s how supermarkets make massive margins without selling a single item.

Brands pay upfront to get on the shelf, and even more to get better placement.

Some pay ₹10–20 lakh just to get a 6-month slot.

Your favourite chips on the middle shelf? Paid. The cereal that your kid grabs? Paid. The new chocolate at checkout? Definitely paid.

Supermarkets have turned visibility into revenue.

Every shelf is an ad. And you’re the target.

Even worse? If a product doesn’t perform, the brand loses money.

But the supermarket?

Already got paid for the space.

It’s zero-risk, high-margin income for the retailer.

And in India, this model is exploding.

Read 7 tweets

Nov 6

Nvidia’s market cap is now larger than the GDP of India + Pakistan + Bangladesh + Sri Lanka combined.

Michael Burry just placed a bearish bet against AI giants like Nvidia and Palantir.

Why should you care?

Because when this man bets, billionaires get nervous.

Here’s the story of Michael Burry, Wall Street’s most dangerous contrarian

In 2007, Michael Burry shorted the U.S. housing market.

Everyone laughed.

Wall Street dismissed him.

Then, the housing bubble exploded, taking down Lehman, Bear Stearns, and nearly the global economy.

Burry walked away with $100 million in personal profit.

And made another $700 million for his investors.

That story was so unbelievable, they made a movie on it: The Big Short.

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But who is Michael Burry? An unlikely genius.

● Trained as a medical doctor ● Diagnosed with Asperger’s syndrome ● Lost an eye to childhood cancer ● Self-taught investor by night

He ran a blog while still a neurologist. One day, he posted deep value stock picks.

Soon, hedge fund legends started emailing him.

He quit medicine, started Scion Capital in 2000 with $1 million, and beat the S&P every single year till 2008.

But what made Burry different wasn’t just numbers. It was conviction.

In 2005, he started analyzing mortgage-backed securities.

What he found shocked him: billions in subprime loans, packaged and sold as safe.

He begged Wall Street to let him bet against them.

They laughed.

He bought credit default swaps—insurance against those loans.

When the housing collapse came, he became a legend.

Read 9 tweets

Nov 5

Is China’s PMI fall the reason behind recent global market sell off?

A PMI (Purchasing Managers’ Index) over 50 = expansion

Below 50 = contraction

China’s PMI at 50.6 = dangerously close to flatlining.

And this isn’t just a number. It’s the heartbeat of the world’s factory.

China’s factory boom is fading?

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Why does a dip in China’s PMI send global shivers?

Because China is still:

● The world’s largest exporter ● The top buyer of industrial commodities ● The supply chain anchor for 100+ nations

If it sneezes, global manufacturing catches a cold.

The October 2025 number matters more than usual.

Why?

Because just a month ago, it hit a 6-month high of 51.2

Economists were cheering a recovery.

Markets priced in a rebound.

Investors got comfortable.

And now?

It just reversed.

Read 9 tweets

Nov 3

In 1965, Singapore was a mess.

● No natural resources ● High unemployment ● GDP per capita = $516 ● Crime, dirt, and disease were everywhere ● It had fewer toilets than many Indian villages

But in just one generation, it became:

● 3rd cleanest city in the world ● 1st in Asia for sanitation ● 2nd lowest crime rate globally ● Among the wealthiest nations per capita

How did this miracle happen? How Lee Kuan Yew turned Singapore into the cleanest city on Earth and what we can learn from it.

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Lee Kuan Yew wasn’t just a Prime Minister.

He was the CEO of Singapore Inc. And his obsession wasn’t just with GDP—it was with dignity.

He believed cleanliness was a precondition for development. Not the result.

While the world obsessed over policies, Lee obsessed over psychology.

He said:

“If you want to change a nation, change how its people feel about their surroundings.”

That’s exactly what he did.

Step 1: Shame Was a Strategy

Lee made littering a crime—but he also made it a source of shame.

In the 1970s, public campaigns ran with slogans like:

● “Be Ashamed to Litter” ● “Use your hands to keep your country clean” ● “Cleanliness is next to godliness—and patriotism”

This wasn’t just policy—it was nation branding. Singaporeans weren’t just citizens. They were custodians.

Read 11 tweets