Portfolio Manager GCI Partners Carpe Diem
Manhattan, NY
Joined October 2009
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Niraj Gupta retweeted
Churchill could have shortened WW2 by years if he had just “done a deal” with Hitler. George Washington could have done a deal to end the American Revolution. Zelenskyy is in good company.
Niraj Gupta retweeted
The greatest intelligence failure in American history may not have been a foreign operation. It may have been America's inability to protect itself from its own president.
For years, the evidence of Trump's extraordinary loyalty to Moscow has been mounting. His admiration for Putin, his attacks on NATO, his possession of highly classified American defence secrets, and his repeated willingness to advance Russian interests.
Yet the most extraordinary part of this entire scandal is the American state itself. The FBI, the intelligence community, Congress and the entire national security apparatus have proved incapable of protecting the country from a president whose conduct has repeatedly raised profound questions about his loyalty.
Russia spent decades trying to defeat the United States from the outside. Now Putin can watch an American president dismantle the Western order from within.
And the institutions built to defend America have been unable to stop him.
What an extraordinary national humiliation.
Donald Trump has abandoned the Western order, turning America into a Russian ally, @RadioFreeTom argues: theatlantic.com/ideas/2026/1…
Niraj Gupta retweeted
We suspected this was the reason Ukraine’s access to Starshield was restricted. But to see it from senior officials in this reporting is still utterly unconscionable.
Let’s be absolutely clear about what this means. The Trump Administration deliberately restricted technology Ukraine relies on to intercept Russian drones and ballistic missiles. It made it harder for Ukraine to defend itself and easier for Russia to carry out its deadly attacks against Ukrainian civilians.
They knew exactly what was at stake. They knew that more Russian drones and missiles would get through, allowing Russia to kill even more Ukrainians. And yet they went ahead anyway.
This is a deliberate weaking of Ukraine’s defenses that only Russia will benefit from. It is a betrayal of our ally that this Administration cannot wash its hands of.
The American people deserve to know who made this decision, why they made it, and how they can possibly justify putting more innocent Ukrainian lives in the crosshairs of Putin’s war machine.
reuters.com/world/europe/ord…
Niraj Gupta retweeted
The Pentagon is delaying the delivery of Patriot missiles to Ukraine—missiles that have already been paid for by allies, reports *The Kyiv Independent*.
A shipment of missiles, fully funded by Ukraine’s allies (including through NATO mechanisms), is awaiting Hegseth’s signature; however, the Pentagon chief is deliberately blocking the process.
The Ukrainian leadership views this decision as another form of political pressure from Washington.
Niraj Gupta retweeted
We don’t use Starlink for our responses inside Russia. We use Starlink to intercept jet-powered “shaheds” that attack our civilians and kill families.
Starlink wasn’t turned off – its speed was reduced. And when the speed was reduced, we were unable to intercept a certain number of jet-powered “shaheds.” We couldn’t use a tool that helps protect people. That’s very painful and frustrating.
We also use Starlink for mid-range strikes against enemy military targets in our temporarily occupied territories. We couldn’t do that when the restrictions were in place. And third, what matters most is people. Our warriors, who spend weeks and months on the front line, receive food and water delivered by drones using Starlink.
Has the speed been fully restored to what it was before? No. Is it being restored now? Yes.
From a conversation with media representatives in Brussels. (2/3)
Niraj Gupta retweeted
Russia continues to bomb Ukraine and kill civilians every night. Meanwhile, the FBI director is in Russia tweeting “From Russia, with Love.”
Absolutely disgraceful.
Niraj Gupta retweeted
Dear Mr. @elonmusk, why do you never call for Putin to go? He's ruled Russia as a dictator for 26 years. Isn't that enough?
You know, Putin thinks you are a fool. He thinks he has your number. Behind closed doors, they tell jokes about you. You do his bidding here -- calling for Zelenskyy to go -- and he doesn't even have to bribe you, like Schroeder or others.
I am a huge admirer of your work when it comes to making things that improve our world. Huge!
I find your judgments of Putin naive.
But I know I might be "biased." He has killed some of my friends & colleagues. My guess is he hasn't killed any of your friends.
Please spend some time in Kyiv. Meet some mothers whose kids were deliberately killed by Putin's drones. And then go to Moscow and try to meet some mothers whose kids were deliberately targeted by Ukrainian rockets and drones. You won't find any.
Putin is slaughtering innocent civilians in Ukraine on purpose.
Zelenskyy is not.
Niraj Gupta retweeted
New speed limits on Starlink terminals, operated by billionaire Elon Musk’s SpaceX, disrupted drone attacks over Russian-occupied Ukraine, Ukrainian officials and military units said on.wsj.com/4hVZKz1
How is this not treason?
Last night, SpaceX abruptly restricted the military Starlink service Ukraine has built critical battlefield systems around, without warning. Ukrainian commanders say missions failed as a result.
Whether Musk acted at the Trump administration’s request is not yet proven. But given Trump’s record, it would hardly be surprising if Washington had pushed for it. Look at the pattern. At some point, pretending each new concession to Moscow is an isolated event becomes less credible than acknowledging what is in front of us.
The larger lesson is already clear.
Europe cannot build its defence around critical infrastructure that can be altered overnight by a private American company, especially when European and American interests may no longer align.
There is a line often attributed to Churchill that Americans can always be counted on to do the right thing, once they have exhausted every alternative.
Churchill was wrong.
Sometimes they exhaust every alternative and still fail to do the right thing.
Europe can no longer base its security on the assumption that Washington will eventually come around. Whatever the motive behind this decision, Europe now needs its own redundant communications networks, satellite capacity and military infrastructure that cannot simply be switched off from the United States.
I really hope the US is not withholding intelligence from Ukraine. It would mark a dark day in US history if the implications of the past two days are true.
A Russian ballistic missile attack on Kyiv. Once again, no early warning from our partners. The main target was energy infrastructure, specifically CHPP-4. Unfortunately, it was hit. A residential building was also damaged, and rescuers are currently putting out a fire there. Our systems detected these missiles only when they were already virtually on approach to Kyiv. CHPP-4 is one of Kyiv’s key energy facilities.
According to our intelligence, the Russians are preparing further ballistic missile launches. The facts show that the Russians do not consider themselves bound by what the President of the United States said. Ukraine supported an energy ceasefire. Russia is targeting yet another power plant and the lives of our people.
And this is absolutely unjust: when they are destroying our energy infrastructure, and Ukraine is not even receiving early warnings about ballistic missile launches. It is important that the world does not stay silent about this. And it is important that the United States really see what is happening and who is responsible for this war continuing.
Please stay safe tonight and tomorrow. We are working to replenish our air defenses with anti-ballistic missiles.
Niraj Gupta retweeted
Well in a not shocker to anyone, the presidents inner circle profited immensely from this war. I remember this massive trade minutes before his first ceasefire. Why do you think politicians everywhere love war? War is time to profit bigly.
To be clear, @finkd is the OG on the term “super intelligence.” He has been referencing personal super intelligence for over year now. He has the trademark on that.
Niraj Gupta retweeted
He's right.
It is sickening that the USA is now lifting sanctions on Russian fuel, and transparently ridiculous to blame Ukraine for the spike in prices that obviously began with the closure of the Strait of Hormuz. Putin is murdering innocent Ukrainian civilians every day. The Ukrainians are fighting for their lives. And yet the White House is apparently determined to force American drivers to bankroll Putin’s slaughter. It won’t work and I doubt it will make much difference to the price of fuel.
If we want Russian oil and gas back on the world market then let’s end this war - with a free, sovereign and independent Ukraine.
Niraj Gupta retweeted
President Trump’s decision to lift sanctions on Russian fuel amidst Putin’s ongoing and brutal attacks on civilian targets in Ukraine makes no sense and is a betrayal of the legacy and leadership of the late Senator Lindsey Graham.
While Ukraine fights for its survival, Putin’s war machine continues to prosecute his terrorist war on civilian populations and innocent Ukrainians are dying every day.
Now, Instead of implementing the tough sanctions Lindsey Graham fought to his last breath to enact, President Trump has announced the United States is lifting sanctions on Russian energy, fueling the Putin’s war machine.
As I saw firsthand in Ukraine last month, Putin is losing this war. Ukraine has fought the Russian military to a standstill and reinvented warfare with drones taking the fight into the heart of Russia.
America should not be throwing a lifeline to Putin’s war machine. Now is the time to stand strong against Russian aggression as we did during the first Trump administration.
Putin doesn’t want peace. Putin wants Ukraine. I have no doubt that if Putin overruns Ukraine, it will only be a matter of time until Russia’s military crosses a border that our troops will have to deal with him.
America is the Leader of the Free World. For our National Security, for the security of our Allies in Europe including Ukraine, President Trump should rescind this deal immediately and return to the strong policies of our four years in the White House; impose harsh sanctions on any nation purchasing Russian energy and work with our allies to ensure Ukraine has the military support it needs to repel and defeat this Russian invasion once and for all. Slava Ukraini🇺🇸🇺🇦
Niraj Gupta retweeted
Trump doesn't want to hide anymore. He is Putin's business partner (a junior one!) and thus an accomplice in Russian crimes against humanity in Ukraine. And a reminder to members of Trump's administration, especially those who are planning to run for their boss's office in 2028—you will not be able to wash the blood of innocent Ukrainians from your hands. We see you and we will not forget, forgive, or let anyone else forget.
According to the Kremlin, today’s phone call between Putin and Trump lasted 1.5 hours. It was friendly — neither wanted to hang up first.
“I’m ready to keep talking with Vladimir Putin today, this evening, tonight, and tomorrow,” Ushakov quoted Trump.
Trump warmly congratulated Putin on his birthday, wished him success and well-being, and passed on greetings from the First Lady.
Im going to be sick 🤢
Niraj Gupta retweeted
As usual, Zelenskyy outlines what is necessary for the war to end, while the US administration says what needs to happen for Russia to win and for Trump Co. to make nice personal profits.
President Zelenskyy’s comment on US Secretary of State Marco Rubio’s remarks that the war in Ukraine is at a "strategic stalemate" and that there are now "no prospects for a negotiated settlement":
"You cannot negotiate future economic projects with Russians on the one hand and, on the other, claim that we are in some kind of diplomatic stalemate. We are not in a diplomatic stalemate.
Shut down Russia’s entire economy. Shut Russia's mouth. Stop feeding them through your sales. Impose sanctions on their weapons.
Open Starlink for Ukraine. You opened it when responding to Iran, after all. Everything worked there. Israel completely controlled the skies over Iran. So when you need it to work, it works.
It costs them nothing to help Ukraine. And I said quite frankly: help us protect our skies and gain dominance there.
Then Putin will sit down at the negotiating table. Why? Because he will lose everything. In two or three months, he will lose everything.
And instead, we are waiting for the Chinese to develop an equivalent and hand it over to Russians.
This is not a stalemate - this is called a lack of will."
Niraj Gupta retweeted
Last year, Michigan had 24 runs of 20 yards or longer. Through five games this year, Michigan is last in the Big Ten with just one run of 20 yards or longer.
What the heck is going on with the Wolverines? Our deep dive has the answers:
Free story link: nytimes.com/athletic/7667019…
Wishful thinking. We have become so numb to this criminal behavior, that we have normalized it. If this was one instance in one administration, it would be a big deal. The art of the deal.
