Tar ⚡

GNG Electronics 33% Growth on topline and bottomline More importantly, OPM is now in double digit at 12% and PAT Margin increased to 7% vs 6% last year Q4 is always a volume quarter for them, cant compare QoQ #EBGNG

Oil is up ~20% this month In its entire history since the 80s, oil has risen 20% or more in a single month just 11 times Meanwhile, oil flow through Hormuz is nearly at its previous peace time flows as tanker operators fear another shutdown looming soon

We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math. It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training. We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵 Blog: rikiyat.github.io/blog/weigh…

Anthropic S1 just dropped Here is a 100 page deck that covers their entire S1 without any legalese and boilerplate jargon thewrapanthropic.tiiny.site/… Anthropic has over 12K customers that spend $100K a year

When a stock price doesnt correct even after multiple bad earnings - thats usually the bottom for the stock Both price and earnings trajectory indicates the worst is behind for this one

1356 down 3% or more within first hour itself today Third highest single day of selling this year

Expect some cool off in bond yields in the coming weeks as investor appetite for these have reached an eight year high Oil too may stabilize for sometime as increased supply from Russia + EU reserves enter the market All of these are temporary solutions as we enter Q2FY27 earnings season In a narrowing market, expect high growth names multiple to expand even further and those with a growth miss to be butchered