Red_Devil108 retweeted
Industries/themes where I am bullish
-Dredging
-HVDC
-Battery energy storage
-B2B Ems
-Cdmo/chemicals/proxies
-Financial services
-Exchanges
-Electronic warfare
-Healthcare
-Music streaming
-Digital India businesses
-FTA beneficiaries
-Forging/casting/bearings businesses
-Thermal power proxies+instrumentation
-Niche exporters across aroma, cbe, PPF films, etc
Disc: no reco to buy or sell. Just covering themes.
Red_Devil108 retweeted
See India is not perfect
We have boatloads of civic and governance issues, things continue to suck at many levels
But we are far better than what we were 15-20 years back, things have improved vastly, whether we acknowledge it or not
That's why to get the "Sadakhaggu" and Poverty aesthetics for India hundreds of Chinese streamers have to go to Bangladesh and Pakistan
It means they cannot find it in India anymore, because we do not ban Chinese tourists and give them visa fairly easily
They could have easily streamed things from India as well without issues but couldn't
It's a testimony to the fact that we have grown and our image is now an active threat to Chinese State
The Chinese Surveillance State cannot have an image of successful India projected to its natives, because that will mean things can work with democracy
Because since 1990s what they have been teaching their kids is India is a laggard because of democracy you are better off with the Chinese Communist Party
And India is actively spitting on this notion with consistent 7-8% growth and whatever mini manufacturing boom we are having
Red_Devil108 retweeted
. @gauravsabnis, this little Jeet Groyper with a one star rated profile, started wagging his tail and celebrating while I was on a break.
He was going around proudly attacking me, thinking he'd won( seeking validation from a troll account based in East Asia). It's funny because he gets abused by his students at the university every day, gets abused by people on X every day, and still has no self respect.
For someone who supposedly makes a living using his teaching, his intellectual bankruptcy is astonishing. The sheer confidence with which he parades his ignorance around is almost impressive.
Don't be a failure like Jeet Groyper.
Red_Devil108 retweeted
Downward mobility is the biggest cause of bitterness in today’s India. No one has experienced it more than Rahul Gandhi and he is easily the most bitter person in the country today.
Red_Devil108 retweeted
Replying to @Finance_Weights
Still no idea why would u bring out his wealth & looks into this debate, unless u are frustrated with ur own self.
There are many leaders who call global warming a hoax, u chose to go personal against him, coz he reminds u what u don’t have
Red_Devil108 retweeted
He gets under skin coz he refuses to be guilt trapped. U absolutely can’t gaslight him into feeling confused
Modi is hated coz he refused to get guilt trapped by post Godhra riots
Any excuse that attempts to undermine ur nationalism & culturalism must be dumped & brutally so
🙏
Red_Devil108 retweeted
Replying to @Mubashir_AIMIM @ASIGoI
brother, charminar is itself illegal. it is built on land encroached from telugu Hindus.
Red_Devil108 retweeted
I had a tiff with a woke environmentalist just before returning home after literally having a blast. Asked him to try to stop goat sacrifices during Eid and deforestation during Christmas. Couldn’t catch his expression fully, as he was wearing a mask, but his eyes gave away the shock he felt upon hearing my response to his plea.
About 5 seconds later, he tried to retort, “What did you say?” I said, “You’re morbidly scared of Muslims. You vent your frustration on Hindus.”
He had come accompanied by three security guards, asking all residents of the housing society to stop bursting firecrackers. After my second reply, he quickly retreated, and the guards dispersed.
Red_Devil108 retweeted
They are not Indians. They are Americans. Their opinions about India are just personal opinions. Makes no difference. Indian Govt is answerable to Indian citizens. This obsession for western validation is entirely your own fantasy. Seek help.
Red_Devil108 retweeted
Hey BJP, right now 30% of our youth are productive, and 70% are unproductive. You are focusing on the productive youth, but you need to pay attention to the unproductive ones as well. Please focus on what they are seeing on their social media algorithms. This is important because 50% of them will vote in 2029, and all of them will vote by 2034.
Red_Devil108 retweeted
Now that this portal is up, every other Manjunath or Kumaraswamy that didn’t get a promotion or their resume selected will now claim that they were discriminated against. Perfect storm too with the AI disruption.
Red_Devil108 retweeted
Take a good look at this. This is the ugly, sectarian face of Christian nationalism. These people do not believe in a nation of equal citizens. They believe America belongs to them, that their religion entitles them to political and cultural supremacy, and that everyone else should either submit to their vision of the country or accept being treated as second-class citizens.
I implore every American who witnessed the events of this election cycle to remember exactly what they saw and never again cast a vote for the Republican Party. Always vote the party line against them.
Red_Devil108 retweeted
That you feel the need to defend Mehdi and Waiahat, one of the worst bad faith commentators in American politics just makes me believe Noah even more. like with the Amy Acton ad, Mehdi is not the hill to die on.
Replying to @Noahpinion
They aren't mocking "the American Hindu," they are mocking Vivek Ramaswamy and Kash Patel.
And they are saying it would be hard for an American Hindu to be accepted by the MAGA right, which, given the amount of anti-Indian hate I see from the MAGA right, I think they are correct to point out!
Red_Devil108 retweeted
Do you seriously think we're stupid?
What do they both have in common? They're both Hindu.
You shamelessly run cover and bend over backwards to defend them, and publicly humiliate yourselves in the process.
For WHAT, exactly? A pat on the head? A seat at the table?
At what point does ideological loyalty become outright self humiliation?
Have some damn self respect.
Replying to @Noahpinion
They aren't mocking "the American Hindu," they are mocking Vivek Ramaswamy and Kash Patel.
And they are saying it would be hard for an American Hindu to be accepted by the MAGA right, which, given the amount of anti-Indian hate I see from the MAGA right, I think they are correct to point out!
Red_Devil108 retweeted
Mehdi, I'm sorry, you don't get to say racist stuff about Ramaswamy or Patel, any more than Bo French gets to say racist stuff about Indian UT fans.
Being a leftist doesn't give you a free pass to be a racist.
unavailable
Red_Devil108 retweeted
You wanna do this again? Last time you had to apologise about a grandpa who you claimed didn't support the Emergency when he was pretty much part of the establishhment at that time.
The three big Indian-American lies are
1) Ro Khanna's grandpa protesting the Emergency
2) Kamala Harris' imaginary freedom fighter grandpa
3) Zohran's dad coming from a state where no Muslims exist now.
Replying to @gauravsabnis
I have unequivocally condemned Hindu nationalism & applauded the students in the streets speaking out against corruption and for inclusion. My grandfather was part of Gandhi's independence movement and I believe in Gandhi and Nehru's vision of pluralism.
Red_Devil108 retweeted
Ro is this the Same Grandfather who voted for the 2nd amending of the Maintenance of Internal Security Act (MISA) in 1975, which legalised
1. indefinite detention without warrant
2. suspended Habeas Corpus
3. arbitrary punishment (torture)
4. arbitrary property seizure
Replying to @gauravsabnis
I have unequivocally condemned Hindu nationalism & applauded the students in the streets speaking out against corruption and for inclusion. My grandfather was part of Gandhi's independence movement and I believe in Gandhi and Nehru's vision of pluralism.




























