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Посты канала
One outcome of this Global AI race could be - Cloud service companies like AWS, Azure etc. winning more than LLM companies like OpenAI, Claude.
If more companies want open source & open weight LLMs like DeepSeek, qwen etc. for their company data; they would want an easy installation process. And AWS is already providing this with Bedrock, Sagemaker etc.
Interesting times ahead.
- @InvestRepeat
| 2 | Making ₹15-20 Lakh a year through a job and making the same through a business is very different.
Same amount but huge difference in what actually reaches your pocket.
- @InvestRepeat | 604 |
| 3 | HDFC Bank reduced its workforce by 3343 employees in last FY.
The bank is currently pushing to automate operations & improve productivity.
HDFC Bank has also launched ‘Neev’, its proprietary GenAI platform to embed AI across its business operations & customer services.
- @InvestRepeat | 714 |
| 4 |  +1Supreme Court slams Nilesh Shah & Kotak Mahindra Mutual Fund
“The manner in which the appellants have conducted themselves throughout, while keeping the unitholders, SEBI and us in the dark, meets our stern disapproval".
Conduct of Senior Executives of Kotak AMC was also strongly condemned.
Judgement PDF: https://www.sci.gov.in/view-pdf/?diary_no=240502026&type=j&order_date=2026-07-13&from=latest_judgements_order | 911 |
| 5 |  CCP knows no Fortune 500 company would easily trust China with all their data & use Chinese AI APIs. Even if they do, US won't allow it to happen.
AWS, Azure won against Alibaba & Tencent Cloud for same reason.
But CCP doesn't want US to win the AI race easily, so heavily funding AI companies to build open source & open weight LLMs like DeepSeek, qwen etc. to reduce ChatGPT, Claude dominance as much as possible.
- @InvestRepeat | 921 |
| 6 |  Payment of ₹15,000 for 9th instalment of Kalyan Jewellers Scheme is completed.
✅ This scheme allocates gold as per the price when I pay the instalment each month. Kinda like a SIP in physical gold.
Running multiple such schemes for a long time now. | 948 |
| 7 | Currently, the Global AI race is basically
Indian, American & Chinese developers building closed source/weight models in US 🇺🇸
Vs
Chinese developers building open source/weight models in China 🇨🇳
- @InvestRepeat | 979 |
| 8 |  ⚡️ South Korea's largest automaker - Hyundai Motors just completed a pilot of USDT crypto stablecoin transfer on Avalanche blockchain.
Hyundai completed a $20,000 USDT stablecoin pilot treasury transfer from its U.S. entity to its Mexico entity, cutting settlement time from several hours through fiat banking rails to about 7 minutes.
Hyundai plans to expand this mechanism to more countries and local currencies.
- @InvestRepeat | 1 087 |
| 9 |  “Anna dātā sukhi bhavet, rujaste na upajāyate;
annaṁ hi paramam dānam, sarva-pratyakṣa-mūrtaye.”
"Giver of food remains happy & free from ailments. Food is the supreme form of charity, visible & tangible to all." - Skanda Purana
Please feed more people. 🙏 Or if you can't directly feed, donate to efficient orgs doing annadanam - HinduInitiatives.com | 1 069 |
| 10 |  📊 Don't miss out on the polls I specifically do on the SIR WhatsApp channel: https://whatsapp.com/channel/0029Va9aeRjHQbS9P2Akma2p | 1 018 |
| 11 |  Recently started replacing normal ceiling fans with BLDC. It consumes 2X less electricity. Will replace 1 fan every 8-9 months.
This would help reduce my electricity bill.
Long-term goal is to cut monthly home electricity expenses by at least 60-70% with solar (in future) & moving all fans to BLDC.
Steps towards becoming a “Sovereign Individual” continues. 🧘♂️ | 1 067 |
| 12 |  Нет текста... | 1 257 |
| 13 |  As I keep saying - If your salary depends on coding-related job or any monotonous software work; please start working on increasing "income" & "income sources". 🙏
If you have no idea where to start, go through this study material: SaveInvestRepeat.com/income | 1 347 |
| 14 |  These days, my breakfast is
3 besan chilla
3 egg whites
1 scoop whey + creatine (Brands from HealthyProducts.in)
50 grams of protein 🔥 | 1 266 |
| 15 | There are so many AMCs, it's hard for new investors to choose one.
Thumb Rule - If you're going for an actively managed mutual fund, choose either A or B.
A) Founder-led AMC like PPFAS, quant etc.
B) Established big AMCs like HDFC, Nippon etc. with long track record.
- @InvestRepeat | 1 183 |
| 16 |  Minimum once a year you should get a full body check-up done for your entire family. 🩻
If not aware which exact tests to do, HealthyProducts.in already lists them.
(Check the "Tests" section) | 1 346 |
| 17 |  Among all index funds, these are the top 10 as per two ratios. Data till 3rd July.
Sharpe ratio = how much extra return a fund gives you for each unit of risk you take.
Sortino ratio = how much extra return a fund gives you for each unit of downside (loss-related) risk.
Sharpe ratio → counts all volatility (up & down)
Sortino ratio → counts only negative volatility (downside)
- @InvestRepeat | 1 358 |
| 18 |  Parag Parikh Flexi Cap Fund considerably increased their IT allocation in June.
May to June stock holding change
HCL Tech: +7.2%
Infosys: +14.5%
TCS: +11.5%
PPFAS is actually buying IT when everyone is scared to even touch the sector.
- @InvestRepeat | 1 685 |
| 19 |  PPFAS DAAF Mutual Fund's June Portfolio is out.
➡️ Holding same 10 stocks - Coal India, Petronet LNG, ITC, Power Grid, REC, Nesco, Swaraj Engines, VST Industries, Nirlon, Indus Towers. Increased allocation.
🏘 REITs holding: Embassy, Brookfield.
📊 Debt + Arbitrage exposure at 73.15%
Note: Parag Parikh team runs their DAAF kinda like a conservative hybrid fund.
- @InvestRepeat | 1 391 |
| 20 |  Across Bharat, Bhairava is re-emerging with his full glory.
🔱 Rajarshi Nandi ji building 8 Bhairava temples, educating masses on tantra.
🔱 Sadhguru building Bhairava temples. Sthapana already done for one.
🔱 Bhairava murti being recovered from a pond in Bengal after being there for centuries. And then a sudden massive political uprising.
🔱 Indian Army operating a new commando unit named “Bhairav Battalion”
And so much more. Great time to take up genuine tantra sadhana. Jai Bhairav Baba 🙏
Inside the group, I have already shared detailed steps for beginners to start with Bhairava sadhana: SaveInvestRepeat.com/community | 1 273 |
