Research analyst, long term investor and option trader.
Jaipur
Joined June 2014
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Sandeep Sharma retweeted
प्रकाश भारती - एपिसोड 06
महिलाओं की सुरक्षा को लेकर नए निर्देश जारी किए गए हैं।
बाक़ी लोगों के लिए फ़िलहाल कोई नया निर्देश नहीं है।
फिलहाल महिलाओं से सावधान रहने को कहा गया है।
हालात बदलने की प्रक्रिया जारी है।
देश देख रहा है, हम भी।
#PrakashBharati #Episode06 #WomenSafety #80sTrend #80sStyle #80sIndia #80sAesthetics #RetroIndia #LumaCPP
Sandeep Sharma retweeted
प्रकाश भारती - एपिसोड 05
प्रश्नपत्र समय से पहले न मिले, तो घबराएँ नहीं।
परीक्षा में भी मिल जाएगा।
देश देख रहा है, हम भी।
#PrakashBharati #Episode05 #80sTrend #80sAesthetics #RetroIndia
Sandeep Sharma retweeted
Only 6 Countries had the Tech, Modi Govt asked France. They offered Chips but not Tech
Modi Govt decided to build it within India and we have achieved it
Amazing
Report: India has achieved a pivotal breakthrough in military semiconductor engineering, successfully demonstrating advanced Gallium Nitride (GaN) technology tailored for high-frequency defence applications. Successful fabrication and demonstration of X-band Monolithic Microwave Integrated Circuits (MMICs), alongside S-band GaN High Electron-Mobility Transistor (HEMT) power amplifiers, low-noise amplifiers, and switch MMICs have been achieved.
Sandeep Sharma retweeted
Two things to consider together:
- India has 23 IITs — all autonomous, with their own priorities, and they rarely work together.
- Bengaluru has around 50,000 IIT graduates and no IIT.
Now, a group of IIT alumni are attempting to change that at 'IIT Alumni Centre Bengaluru' (IITACB) in Bommasandra, on the far edge of Bengaluru.
IITACB is a common ground for all 23 IITs. It is different from the usual models where a research park is owned by the campus that builds it.
This one belongs to all. Each IIT has paid in to use it.
- The oldest IITs, Rs 1 crore each
- The second-generation institutes, Rs 50 lakh
- The newer ones, Rs 25 lakh
In return, each holds a space in the building and access to all of it.
What it creates is a single door. A ministry or a company cannot knock on 23 campuses to find the right laboratory while seeking solutions. So, IITACB puts the request to all of them.
"Whoever raises their hand first, that project goes there," says Ashok Misra, its president and a former director of IIT Bombay.
Things are already up and running. Its accelerator picks 10 AI startups:
- gives each Rs 10 lakh
- takes no equity
- leaves intellectual property with founders
- runs 16 weeks of mentoring at 90 mins a week
- the best can get up to Rs 1 crore after
And because an algorithm is useless without the data to train it on, in August IITACB also built Tathyakosh — an open catalogue of more than 1.5 million datasets from 458 repositories, rated for quality and given away free.
--------------------
But the problems the old hands keep returning to are heavier.
- China supplied about 90 per cent of India's imports of metal permanent magnets in 2024-25, and fixing that needs metallurgy, materials, manufacturing and machine learning in one room, which is more than any single campus holds.
- Ramesh Rao Nidambur, an alumnus who spent his career on welding and fabrication for defence, nuclear, and aerospace work, worries that the country has grown so enchanted with software that it has forgotten who makes things.
- Dr Shyam S Rao, a metallurgist from IIT Bombay class of 1985, says Atmanirbharta cannot end with assembly, because the core knowledge stays with somebody else.
--------------------
Most of these alumni are in their seventies and eighties. None of them draws a salary, and Ashok Kamath, who runs it as secretary, calls the work a debt of honour.
Raj Varadarajan is 83. IIT Madras, mechanical engineering, 1966. He tells one story to show how difficult it was to start the habit of giving back.
In the 1980s, IIT alumni in America put in $500 each, raised $25,000, and bought 13 personal computers, one for every hostel at their old institute.
Two years later the machines were still stuck in customs. The director of the day wanted to know why the alumni were troubling him, since now he would have to house the computers and cool the rooms they were kept in.
The institutes have travelled far since. In 2023-24, IIT Madras and its associated entities raised Rs 513 crore. Rs 367 crore of that came from alumni alone, and the habit of giving has taken hold.
--------------------
Against 50,000 alumni in the city, the Centre has about 300 members, and a floor of desks paid for by the institutes sits largely empty.
The ambition at IITACB is that instead of Indian projects going to universities overseas, they should go to the IITs.
@astrokaran writes this feature after he spent a morning at the Centre. He reports what these veterans are betting they can do in the next five years, and why one founder there thinks the air conditioner has been the wrong machine for a century.
Read below.
swarajyamag.com/technology/t…
Sandeep Sharma retweeted
प्रकाश भारती - एपिसोड 02
रिपोर्ट आने तक भोजन सुरक्षित माना जाएगा।
बाक़ी, खाते समय खाने पर ध्यान दें… कमियों पर नहीं।
देश देख रहा है, हम भी।
#PrakashBharati #Episode02
Sandeep Sharma retweeted
It's really hard to imagine just how bad the UPA Government was between 2004-14
You may believe you know all that was to know about how horrible Congress rule was
But one fine day, you'll learn something new that will make you realise, no, it was much worse than what you imagined it to be
Since India is hosting the BRICS Summit this weekend, let's look at some Gems of Congress from that time.
Sandeep Sharma retweeted
भारत में आ रही है नई Industrial Revolution?
• Jefferies के मुताबिक 6 बड़े सेक्टर बन सकते हैं India की अगली growth story
• Space Economy: 2030 तक 5X बढ़कर $45 billion का लक्ष्य
• Semiconductors: करीब $20 billion investment, नए $13 billion incentives
• Data Centres: अगले 5 साल में capacity 5X होकर करीब 10 GW
• Electronics: Assembly से आगे, 2030 तक Mobile Components की 50% value chain भारत में
• Solar: India दुनिया का 2nd largest Solar PV manufacturer
• 2030 तक Solar manufacturing value chain का करीब 90% localisation
• Aerospace: Boeing और Airbus की global supply chain में India की बढ़ती हिस्सेदारी
• असली कहानी सिर्फ GDP growth की नहीं है
• कहानी है Manufacturing + Technology + Global Supply Chains की
• अगर execution सही रहा, तो 2030 तक India बन सकता है Global Industrial Power
• सवाल सिर्फ “Made in India” का नहीं…
• सवाल है: क्या दुनिया का अगला Industrial Hub India होगा?
Sandeep Sharma retweeted
The OECD conducts an assessment called PISA that measures the reading, science, and maths skills of 15-year-olds. The latest results are quite dismal. Across much of the world, kids are getting worse at reading and maths, and the decline isn't small.
COVID probably explains some of this, but there seems to be a longer-term trend at play. And now there's AI.
I can see a lot of this in myself. Pretty much every post I write now goes through ChatGPT, Claude, etc. Because I know AI will fix my grammar and typos, there's less incentive to get them right in the first place. And over time, I genuinely feel like my writing without AI is getting worse.
I keep asking K (CTO) about coding and whether something similar is happening with our tech team. His answer isn't very reassuring either. 😬
All of this makes me wonder what the right approach is with kids. On the one hand, you don't want them outsourcing thinking, writing, problem-solving, etc., before they've learnt how to do these things themselves by making mistakes. On the other hand, if they're growing up in a world where AI will be a big part of their lives, you want them to be good at using it.
The problem with humans is that, given a choice between an easy thing and a hard thing, we'll almost always choose the easy path. The same applies to AI. Even if it can help us think and do more, I think most of us will end up outsourcing a lot of our thinking and doing to it.
I don't know how many here have watched Idiocracy, but sometimes it feels like we are accelerating towards it. 😬
PS: Idiocracy is about an average man who wakes up 500 years in the future to discover that human intelligence has declined so much that he is now the smartest person alive.🙂
Chart: @TheEconomist
Sandeep Sharma retweeted
Every Indian should know this one, and here is why.
Five students from IIT Madras just got a patent granted by the toughest patent office in the world. :)
Now here is what they actually invented.
See, satellites look at Earth two ways.
The first is a normal camera, just a very good one.
Sharp, full colour, easy to read. The catch is it needs sunlight and clear sky. Clouds block it. Night blocks it. Smoke blocks it.
Over India during the monsoon, it is basically blind for months.
The second is radar.
It fires radio waves at the ground and reads the echo. Radio waves pass straight through cloud, smoke and darkness, so radar works at 3 am in heavy rain.
But the picture it gives you is grey and strange. It shows shape and texture, not colour. Reading it takes a lot of training.
So one gives you a beautiful image you often cannot capture. The other gives you an image you can always capture but struggle to understand.
The fix obviously is to combine them.
People tried for years and it did not work well, for a simple reason.
The two images came from different satellites. The camera photographed a field at 10 in the morning from one angle. The radar satellite scanned it at 4 in the afternoon from a different angle. Lay one over the other and nothing lines up.
Different time, different position, different view. You are not looking at the same moment.
GalaxEye's patent covers a way to put both sensors on one satellite and make them fire together. Same instant, same patch of ground, same angle.
The invention is the architecture that keeps the two locked in.
The same technology was already patented in India. Now the US has recognised it too. The company says this makes it the first Indian startup to hold a US patent for satellite imaging technology.
Obviously there are plenty of applications for that technology like defence radars to see through camouflage and tree cover.
In farming, the technology will allow us to watch crops during monsoon, exactly when normal satellites cannot see.
Interestingly, the idea came from a real problem. Suyash Singh was assessing wildfire damage in California using satellite data.
The camera images were useless because of the smoke. The radar images were available but were hard to interpret.
Now you understand why the solution is simply genius. :)
GalaxEye was founded in 2021 by five IIT Madras alumni. Suyash Singh, Denil Chawda, Kishan Thakkar, Pranit Mehta and Rakshit Bhatt.
They met while building Team Avishkar Hyperloop.
In 2019 that team was the only Asian entry to reach the finals of SpaceX's global hyperloop competition. They built India's first self propelled hyperloop pod.
Then they decided to build satellites instead. Incubated at IIT Madras, based in Bengaluru, backed by Mela Ventures, Speciale Invest, ideaForge and Rainmatter.
On 3 May this year they launched Mission Drishti on a Falcon 9. The world's first OptoSAR satellite. At around 190 kg it was India's largest privately built Earth observation satellite at the time.
So, five people who were students seven years ago had an original idea, patented it in India, built the hardware, flew it on a Falcon 9 and then got the invention recognised by the US patent office.
Amazing! 🇮🇳
Sandeep Sharma retweeted
Japan is not a small city. It is a large, crowded country of islands, mountains, farms, and huge train stations. Even so, it looks unusually clean.
That does not happen by chance.
The first lesson is taught to children. They clean their own classrooms and often the toilets. Many walk to school and learn the road. They are told that a shared place belongs to them too. A child who has wiped a floor is less likely to treat the street like a dustbin.
The second lesson is social. Litter is not only against the law. It is shameful. Neighbours, shopkeepers, and station staff notice. Public bins are few, so people take their rubbish home. You carry what you create. That one habit does more than a thousand campaigns.
The third lesson is daily work. Stations are swept before the morning crowd. Shopkeepers wash the pavement outside their door. People remove shoes at the entrance of a home. Toilets are built so they are easy to keep clean, and they are checked often.
Culture helps. Dirt was long seen as something that stains more than the floor. Washing, sorting trash, and not walking around dropping food became ordinary manners.
After the war, Japanese cities were messier. Campaigns, rules, and a better standard of living rebuilt the habit. A big country is not kept clean by one authority. It is kept clean by routine.
Every school, every rail company, and every local office repeats the same small acts. A large country stays clean when millions of ordinary people do a small duty every day, and when leaving a mess costs you respect.
Sandeep Sharma retweeted
I don’t remember how many times I’ve said this in the past.
Learn to see the country and the state not through the ruling party.
Ruling parties change.
For people like us, the commitment is to the country and the state. That should stay the same no matter who governs.
Hatred for a ruling party should not make us hate our own country or state.
Unfortunately, many of us see the country and the state only through a political lens, and not through their own strengths.
This kind of resentment not only spoils your reputation but also completely clouds your judgment.
Raghuram Rajan’s hostility toward Modi leads him to argue that India need not build semiconductors because they are “the most easily smuggled thing on Earth.” When envy or hatred consumes you, you don’t even realise how low you have stooped.
Envy and hatred consume you, not the person they are directed at.
Sandeep Sharma retweeted
*PIN code is gone, now comes DigiPIN*📍
The Indian Postal Department @IndiaPostOffice
has launched a new system for addresses. Now, the 6-digit PIN code will be replaced by a 10-digit DigiPIN.
What is DigiPIN?
- It's a 10-digit digital code that gives the *exact location* of your home/shop.
- It provides precise address up to a 4-meter radius, while the old PIN code covered the entire area
- It was created jointly by India Post + IIT Hyderabad + NRSC + ISRO.
- It works offline too.
What will be the benefits?
1. Mail/parcels will reach the right house, no more wandering around streets and neighborhoods.
2. Emergency services - ambulance, fire brigade will get the exact location.
3. E-commerce delivery will be faster and more precise.
4. Address issues in villages and remote areas will be eliminated.
How to find your DigiPIN?
It's very easy 👇
1. Go to the website: dac.indiapost.gov.in/mydigip…
2. Select or search for your location on the map.
3. The 10-digit DigiPIN will appear on the screen.
Just note it down and you can use it in your online orders, Aadhaar, bank, etc.
PIN vs DigiPIN
PIN code DigiPIN
6 digits 10 digits
Covers large areaPrecise up to 4 meters
Who made it Postal departmentIndia Post + IIT + ISRO
That means now there's less need to write "House number 12, Street number 3." Just enter DigiPIN and the delivery person will head straight to your doorstep.
How to find your DigiPIN?
It's very easy 👇
1. Go to the website: dac.indiapost.gov.in/mydigip…
2. Select or search for your location on the map.
3. The 10-digit DigiPIN will appear on the screen.
@bhaangarbhuin @goadisability
@alokikgoa @mallaikamat
Sandeep Sharma retweeted
The exchanges will change how the pre-open session works from Monday, September 7, 2026.
The overall pre-open session will continue from 9:00 AM to 9:15 AM, but there are changes to when market and limit orders can be placed, when order matching begins, and the sequence in which orders are matched.
Along with this, Gold and Silver ETFs will also become part of the pre-open session for the first time.
There are also changes to how the base price and price bands for ETFs are determined.
Here’s all you need to know 👇
Sandeep Sharma retweeted
𝗪𝗵𝘆 𝗱𝗼 𝗚𝗗𝗣 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗴𝗲𝘁 𝗿𝗲𝘃𝗶𝘀𝗲𝗱? 𝗔𝗻𝗱 𝘄𝗵𝘆 𝗶𝘀 𝘁𝗵𝗮𝘁 𝗻𝗼𝘁 “𝗺𝗮𝗻𝗶𝗽𝘂𝗹𝗮𝘁𝗶𝗼𝗻”?
Today's graphic in the @timesofindia provides an excellent answer.
First, National Statistics across the world necessarily use estimates and proxies.
Why? GDP measures the economic activity of millions of firms and households. When the first estimate is released, complete information simply does not yet exist. Statistical agencies therefore use the best available data, supplemented by indicators, estimates and statistical techniques.
The alternative would be to wait years before publishing GDP.
The UN's System of National Accounts is the globally agreed framework for compiling National Statistics:
unstats.un.org/unsd/national…
Second, GDP estimates get revised because more and better data become available.
The UN SNA explicitly notes that, as National Accounts are compiled over time, data sources change and improve. New surveys may become available, revealing that earlier assumptions need updating. The historical series must then be revised to provide the best possible picture. unstats.un.org/unsd/national…
This is not uniquely Indian. The UK's Office for National Statistics explicitly states that revisions incorporate better or more complete source data, late or more comprehensive information, benchmarking, and improvements in methods. ons.gov.uk/methodology/metho…
Now look carefully at the top table in today's TOI graphic.
The crucial fact is this:
Revisions go BOTH upward and downward.
April-June 2023: 8.2% → 6.6% ⬇️
July-September 2024: 5.6% → 7.3% ⬆️
Several other quarters have also been revised upward or downward.
That matters enormously.
If revisions consistently moved in only one direction, one could reasonably investigate whether there was systematic bias.
But that is not what the data show.
Some estimates go up. Some go down.
That is exactly what one would expect when preliminary estimates based on incomplete information are progressively updated using more complete information.
Revision is not manipulation. Revision is how National Statistics get progressively closer to the truth.
The question, therefore, is not: “Why did the number change?”
The question is: “Do revisions display systematic bias in one direction?”
The table provides a clear answer.
They DO NOT.
@narendramodi @PMOIndia @INCIndia
ALT Excellent graphic in today's Times of India explaining why GDP estimates get revised
𝗧𝗵𝗲 "𝟮.𝟲% 𝗿𝗲𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵 𝗿𝗮𝘁𝗲" 𝗰𝗹𝗮𝗶𝗺: a hilarious demonstration of economic ignorance on National TV.
𝗘𝗿𝗿𝗼𝗿 #𝟭: Take a nominal GDP number from the old series and compare it with a nominal GDP number from the new series. Divide one by the other and proclaim 2.6% "growth." That is comparing apples with oranges.
𝗙𝗮𝗰𝘁: When GDP series are revised, historical numbers are re-estimated using the same methodology to ensure an apples-to-apples comparison. Such an ECON 101 error!
𝗘𝗿𝗿𝗼𝗿 #𝟮: Use nominal GDP arithmetic to challenge a real GDP growth rate of 7.8%, while ignoring double deflation, a globally accepted methodology that India now adopts, and the actual constant-price estimates.
𝗘𝗿𝗿𝗼𝗿 #𝟯: Treat routine revisions, based on improved data and methodology, as "manipulation." Historical estimates are revised precisely because new data arrive and better information becomes available.
𝘚𝘶𝘤𝘩 𝘳𝘦𝘷𝘪𝘴𝘪𝘰𝘯𝘴 𝘩𝘢𝘱𝘱𝘦𝘯 𝘳𝘰𝘶𝘵𝘪𝘯𝘦𝘭𝘺, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘸𝘩𝘦𝘯 𝘵𝘩𝘦 𝘱𝘦𝘳𝘴𝘰𝘯 𝘮𝘢𝘬𝘪𝘯𝘨 𝘵𝘩𝘪𝘴 claim 𝘸𝘢𝘴 𝘪𝘯 𝘎𝘰𝘷𝘦𝘳𝘯𝘮𝘦𝘯𝘵.
𝗘𝗿𝗿𝗼𝗿 #𝟰: Claim consumption growth was negative by committing the same errors, when official data show real private consumption grew 7.1%.
Claims about a supposedly "true GDP growth rate" manufactured by comparing incompatible numbers was not economics.
It was a hilarious demonstration of economic ignorance on National TV.
Sandeep Sharma retweeted
𝗧𝗵𝗲 "𝟮.𝟲% 𝗿𝗲𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵 𝗿𝗮𝘁𝗲" 𝗰𝗹𝗮𝗶𝗺: a hilarious demonstration of economic ignorance on National TV.
𝗘𝗿𝗿𝗼𝗿 #𝟭: Take a nominal GDP number from the old series and compare it with a nominal GDP number from the new series. Divide one by the other and proclaim 2.6% "growth." That is comparing apples with oranges.
𝗙𝗮𝗰𝘁: When GDP series are revised, historical numbers are re-estimated using the same methodology to ensure an apples-to-apples comparison. Such an ECON 101 error!
𝗘𝗿𝗿𝗼𝗿 #𝟮: Use nominal GDP arithmetic to challenge a real GDP growth rate of 7.8%, while ignoring double deflation, a globally accepted methodology that India now adopts, and the actual constant-price estimates.
𝗘𝗿𝗿𝗼𝗿 #𝟯: Treat routine revisions, based on improved data and methodology, as "manipulation." Historical estimates are revised precisely because new data arrive and better information becomes available.
𝘚𝘶𝘤𝘩 𝘳𝘦𝘷𝘪𝘴𝘪𝘰𝘯𝘴 𝘩𝘢𝘱𝘱𝘦𝘯 𝘳𝘰𝘶𝘵𝘪𝘯𝘦𝘭𝘺, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘸𝘩𝘦𝘯 𝘵𝘩𝘦 𝘱𝘦𝘳𝘴𝘰𝘯 𝘮𝘢𝘬𝘪𝘯𝘨 𝘵𝘩𝘪𝘴 claim 𝘸𝘢𝘴 𝘪𝘯 𝘎𝘰𝘷𝘦𝘳𝘯𝘮𝘦𝘯𝘵.
𝗘𝗿𝗿𝗼𝗿 #𝟰: Claim consumption growth was negative by committing the same errors, when official data show real private consumption grew 7.1%.
Claims about a supposedly "true GDP growth rate" manufactured by comparing incompatible numbers was not economics.
It was a hilarious demonstration of economic ignorance on National TV.
@SubramanianKri Need your help to decode what this ex finance secretary is saying. Hope I can get your reply back soon.
