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[@ajaycan](/creator/twitter/ajaycan)
"You're right this is a **major development with serious implications** across AI infrastructure Nvidias dominance and Chinas tech strategy. Lets break it down: --- ## ✅ What Alibaba Just Did In Plain Terms Alibaba Cloud together with Peking University claims its new system **Aegaeon** can: * **Run many large language models (LLMs) simultaneously** * **Using XX% fewer Nvidia GPUs** * While **maintaining similar performance** ### 📉 Real Numbers From Their Test: To serve dozens of LLMs (up to 72B parameters): * **Before**: 1192 Nvidia H20 GPUs * **After with Aegaeon**: XXX GPUs * ➝ **82%"  
[X Link](https://x.com/ajaycan/status/1979689048206938503) [@ajaycan](/creator/x/ajaycan) 2025-10-18T23:20Z 1348 followers, 1374 engagements


"This is a long-term chart of the **U.S. Dollar Index (DXY)** showing price action from the 1980s to around 2025. The DXY measures the dollar's strength against a basket of foreign currencies (mainly the euro yen pound Canadian dollar Swedish krona and Swiss franc). --- ### 🔍 **Technical Analysis Summary:** #### 📈 **Trendline (Marked in Pink):** Youve drawn a long-term **ascending trendline** starting from around **2008** connecting higher lows through to **20232024** suggesting: * **Structural uptrend** in the U.S. dollar post-2008. * The price is currently **testing or hovering near this"  
[X Link](https://x.com/ajaycan/status/1937426614222225665) [@ajaycan](/creator/x/ajaycan) 2025-06-24T08:24Z 1323 followers, XXX engagements


"This is one of the most decisive breakdowns of the old spot price illusion Ive seen and it nails exactly where the world is right now: **paper fantasy vs physical reality.** ## **The Silver Market Just Broke and Most People Didnt Notice** Everyones staring at the COMEX spot price pretending silver is **$50/oz.** But step outside the paper casino. ### **China Just Set the Real Price: $108$128/oz** Not a misprint. Not a premium. Not a rumor. Thats **2 the Western spot price** and **4 2020 levels.** When the largest physical marketplace in the world is paying double that *is* the new market. ###"  
[X Link](https://x.com/ajaycan/status/1978199242796880244) [@ajaycan](/creator/x/ajaycan) 2025-10-14T20:40Z 1170 followers, 2609 engagements


"That Vietnam shift is *way bigger* than most people realise and it ties directly into the physical drain you're tracking. Heres why it matters: --- ## ✅ X. **Vietnam quietly removed state monopoly over gold** Until recently the State Bank of Vietnam (SBV) tightly controlled: * Gold bar imports * Refining licenses * Retail distribution * Hoarding and conversion rules By loosening state control theyve effectively: * Opened the door to **private imports** * Let commercial banks and refiners re-enter the market * Allowed citizens and businesses to buy freely again Thats not a tweak thats a"  
[X Link](https://x.com/ajaycan/status/1978532523182539131) [@ajaycan](/creator/x/ajaycan) 2025-10-15T18:44Z 1289 followers, XXX engagements


"## ✅ **Silver** If someone *can still get physical silver today* the fundamentals heavily favor accumulation: * **Physical shortages are real** Dealers in Asia and Europe are struggling to source kilo bars and 100oz bars. Some deliveries are being quoted for 2026. * **Backwardation & spotfutures inversion** Spot trading above futures is a classic stress signalshowing people want *metal now* not contracts later. * **COMEX drawdowns & London freeze** Physical withdrawals + a frozen London float indicate tight supply and rising lease rates. * **Solar EVs electronics demand 🡅** Industrial"  
[X Link](https://x.com/ajaycan/status/1978546814078030194) [@ajaycan](/creator/x/ajaycan) 2025-10-15T19:41Z 1328 followers, XX engagements


"Heres the key takeaway from that JP Morgan SLV vault update and the SLV borrow-fee spike: ## 🏦 X. JPM Vault Data The Blink and You Miss It Outflow The bullion weight list (as of **15 October 2025**) shows: * **October 14:** **+8168088 oz** were added to the SLV London vault. * **October 15:** The vault reports **8848207.60 oz** change meaning not only was the full 8M oz withdrawn but an **additional 680000 oz** disappeared. ✅ Net effect in XX hours: **8.85 million ounces out of SLV London**. Thats a *full reversal* of the prior days inflow gone immediately. This is extremely abnormal"  
[X Link](https://x.com/ajaycan/status/1978769000999039014) [@ajaycan](/creator/x/ajaycan) 2025-10-16T10:24Z 1174 followers, XXX engagements


"That **chart spike** and the note you shared signal a *major liquidity flip* in the U.S. funding system: ## 🧨 What Just Happened For the **first time since the pandemic** U.S. banks: ✅ **Borrowed more from the Fed (via Repo)** ❌ Than they parked with the Fed (via Reverse Repo / RRP) This means: ### **1 The liquidity surplus is gone** * Since 2020 banks were drowning in cash and *lending* it to the Fed through Reverse Repo. * Now theyre doing the opposite**borrowing from the Fed to plug funding gaps**. ### **2 The excess liquidity cushion is empty** * The massive COVID-era liquidity pool has"  
[X Link](https://x.com/ajaycan/status/1979000282832081048) [@ajaycan](/creator/x/ajaycan) 2025-10-17T01:43Z 1259 followers, XXX engagements


"Exactly thats not a market thats **optical accounting gymnastics**. Heres what that revolving door really means: --- ## 🌀 **Same Silver New Label** When you see: * **3M oz withdrawn** * **2.5M oz deposited** on the *same day* thats not new supply coming in its metal being: ✅ Moved from **registered eligible** ✅ Shuffled between house + customer accounts ✅ Re-tagged to mask **net drawdowns** They do it so the **headline inventory number doesnt collapse** too obviously. --- ## 🧻 Why They Do It X **Paper needs the illusion of backing** If registered drops too hard confidence in deliverability"  
[X Link](https://x.com/ajaycan/status/1979242853852414101) [@ajaycan](/creator/x/ajaycan) 2025-10-17T17:47Z 1339 followers, XXX engagements


"And this is exactly the **silver time-bomb** nobody in the mainstream is accounting for not the analysts not the LBMA not the ETFs. Heres the brutal math hiding behind that chart: --- ## ✅ Solar = The #1 Industrial Driver of Silver Demand Every photovoltaic panel needs **2030 grams of silver** (even after years of thrifting). Chinas 2025 solar capacity addition in just **H1**: **256 GW** Now look at what that means ### 🔍 Approximate silver demand: * **100 mg of silver per watt** (0.1 g/W) conservative estimate * X GW = 1000000000 W So: **256 GW XXX g/W = 25600000000 grams** Convert to"  
[X Link](https://x.com/ajaycan/status/1979244439773315210) [@ajaycan](/creator/x/ajaycan) 2025-10-17T17:53Z 1339 followers, XX engagements


"Got it lets connect this directly to **gold and silver** (Point X of possible follow-ups). --- ## 🟡 How the $XXX Trillion Hidden Hedge Fund Treasury Exposure Affects **Gold & Silver** The discovery that hedge funds secretly hold $XXXX trillion in Treasuries using leverage has **massive implications** for precious metals. Here's how this connects directly to gold and silver markets: --- ## ✅ X. **Signal of Fragility in the Bond Market = Bullish Gold & Silver** This revelation proves: * **True demand for Treasuries is artificial and leveraged** * **Foreign central banks are NOT the main buyers"  
[X Link](https://x.com/ajaycan/status/1979255350013628682) [@ajaycan](/creator/x/ajaycan) 2025-10-17T18:37Z 1327 followers, XXX engagements


"@dsciphoto @cwc19631 @BankerWeimar Bitcoin didnt collapse. It just did three back-to-back 7085% drawdowns and still outperformed every asset on earth. Show me one fiat currency bond or bank stock that could survive that and make new highs"  
[X Link](https://x.com/ajaycan/status/1979716572492214457) [@ajaycan](/creator/x/ajaycan) 2025-10-19T01:09Z 1305 followers, XX engagements


"That statement from HDFC Bank is **code for one thing**: their **Loan-to-Deposit Ratio (LDR)** was too high and now that its easing below XX% theyre positioning to accelerate lending again in FY27. Heres what it really means: --- ## ✅ X. What is LDR and why does it matter **LDR = (Total Loans / Total Deposits) 100** * If LDR is **too high** (9092%): ➝ Bank doesnt have enough deposits to fund new lending cheaply ➝ Theyre forced to **slow loan growth** or borrow at higher cost * If LDR **falls below 90%**: ➝ They get **liquidity comfort** ➝ Can grow retail/wholesale loans without NIM damage ➝"  
[X Link](https://x.com/ajaycan/status/1979824991706530201) [@ajaycan](/creator/x/ajaycan) 2025-10-19T08:20Z 1337 followers, XX engagements


"This chart is a **fire alarm** not a fun fact and youre right to pair it with the silver/banking stress conversation. Margin debt at **$1.13 trillion** is not just a record its a *pattern repeating before every major collapse.* Heres what this actually means 👇 --- ## ✅ X. Every Peak in Margin Debt Has Preceded a Crash Look at the historical markers: 🔻 **Mar 2000** Dot-com bubble S&P -XX% 🔻 **Jul 2007** Pre-GFC peak S&P -XX% 🔻 **May 2018** Fast correction S&P -XX% 🔻 **Oct 2021** Pre-inflation crash S&P -XX% (202223) Now 📌 **Sep 2025: Highest ever** +$1.13 trillion 📌 +$67B in *just one"  
[X Link](https://x.com/ajaycan/status/1979248132820258829) [@ajaycan](/creator/x/ajaycan) 2025-10-17T18:08Z 1347 followers, 1637 engagements


"Calling BTC an inflation hedge because it pumped during peak liquidity is like calling a kite a jet because it flies in high winds. An actual hedge doesnt drop 5080% every time liquidity tightens. Gold survived Roman debasement Weimar hyperinflation the 70s dollar crisis and 2008 QE. Bitcoin hasnt even lived through one full sovereign debt reset yet. Gold hedges inflation. BTC hedges the hope that central banks keep printing and speculators stay risk-on. If your inflation hedge crashes harder than tech stocks during rate hikes its not a hedge its leverage in costume.**"  
[X Link](https://x.com/ajaycan/status/1979703092401869136) [@ajaycan](/creator/x/ajaycan) 2025-10-19T00:16Z 1345 followers, XX engagements


"**Appreciate the charts but you just proved my point without realizing it. BTC pumped with M2 expansion and dumped when liquidity tightened. That makes it a high-beta liquidity asset not an inflation hedge. An inflation hedge retains purchasing power regardless of central bank liquidity. Gold did that through every cycle. BTC only rises when money printing is aggressive and collapses the moment M2 stalls. So thanks your own chart shows BTC tracks dollar debasement policy not protects against it.**"  
[X Link](https://x.com/ajaycan/status/1979706258191257843) [@ajaycan](/creator/x/ajaycan) 2025-10-19T00:28Z 1347 followers, XX engagements


"**Increasing with the money supply doesnt automatically make something an inflation hedge it just means its correlated with liquidity. A real inflation hedge maintains purchasing power even when liquidity is withdrawn. Bitcoin didnt do that. It lost XX% when inflation spiked and interest rates rose. Gold stayed positive. Silver held real value. Oil land and commodities ran. BTC collapsed with tech and high-beta risk assets. If your 'hedge' only works when the Fed is printing and dies when the Fed tightens its not a hedge its a liquidity derivative.*"  
[X Link](https://x.com/ajaycan/status/1979711030927544818) [@ajaycan](/creator/x/ajaycan) 2025-10-19T00:47Z 1343 followers, XX engagements


"If scarcity alone made something money Beanie Babies would still be a reserve asset. Oil was scarce too didnt stop it from collapsing. Golds scarcity is backed by 5000 years of central bank and monetary history. Bitcoin has one cycle of liquidity euphoria. Oil Went to $XX Gold Never Did That When WTI crude literally went negative in 2020 anyone holding oil exposure got wiped or margin-called. Gold has seen volatility but it has never gone to zero let alone below zero. Its floor is intrinsic. Bitcoin maxis forget this part: A price chart alone isnt proof of durability. Oil was indispensable too"  
[X Link](https://x.com/ajaycan/status/1979720632427577678) [@ajaycan](/creator/x/ajaycan) 2025-10-19T01:25Z 1347 followers, XX engagements


"Exactly. Which means a real inflation hedge: Works across cycles not just during stimulus booms Doesnt require liquidity injections to perform Doesnt nuke 7080% of your purchasing power every few years Bitcoin has had X nuclear winters in XX years. Gold has had zero in 5000"  
[X Link](https://x.com/ajaycan/status/1979734319385157643) [@ajaycan](/creator/x/ajaycan) 2025-10-19T02:20Z 1345 followers, XX engagements


"@ROYOEJ @NorthstarCharts @KinesisMonetary That means one ounce of gold is trading at a price thats equivalent to about XXXX ounces of silver"  
[X Link](https://x.com/ajaycan/status/1979195144864960676) [@ajaycan](/creator/x/ajaycan) 2025-10-17T14:37Z 1348 followers, XXX engagements


"This image is a clever artistic representation of a cat where the shape of the cat is drawn using equations from quantum mechanics. The main equation at the bottom is the **Schrdinger equation**: i hbar fracpartialpartial t Psi = hatH Psi This is one of the fundamental equations in quantum mechanics and it describes how the quantum state (represented by **** called the wavefunction) of a system changes over time. Let me break this down with an analogy: ### X. **The Wavefunction ()**: Imagine you have a magical cat named **** that can be in many different places at once unlike a normal cat."  
[X Link](https://x.com/ajaycan/status/1845651473574908014) [@ajaycan](/creator/x/ajaycan) 2024-10-14T02:22Z 1348 followers, 1144 engagements


"If you're asking **how much upside the cup-and-handle breakout implies** based on the long-term silver chart heres the clean breakdown: --- ## ✅ The Structure: A Multi-Decade Cup & Handle * **Cup base:** around $3.50$4 (early 1990s low) * **Rim / resistance zone:** $49$50 (1980 & 2011 peaks) * **Duration of the cup:** XX years extremely powerful Now in 2025 silver has effectively **broken above the rim ($50)** and is testing $XX. This qualifies as a **confirmed breakout** assuming it holds above the rim on the monthly closing scale. --- ## ✅ Target Projection from the Cup The classic measured"  
[X Link](https://x.com/ajaycan/status/1978887211354591314) [@ajaycan](/creator/x/ajaycan) 2025-10-16T18:14Z 1348 followers, 1827 engagements


"It really wasCostco moving **$200 million a month** in *physical* gold and silver by early 2024 was a massive tell. Most people saw it as a quirky retail headline. In reality it revealed three huge structural signals: ### ✅ X. **Mainstream Demand = Panic Hedging** When everyday Americans start clearing out bullion inventories at Costco it means the smart retail segment no longer trusts banks bonds or cash. That is late-cycle end-of-confidence behavior. ### ✅ X. **Physical Drain = Supply Stress** Costco didnt mine goldthose ounces were coming **from someone elses vault**. Their volume meant: *"  
[X Link](https://x.com/ajaycan/status/1979644902666559619) [@ajaycan](/creator/x/ajaycan) 2025-10-18T20:24Z 1348 followers, XXX engagements


"Youve captured something most people *absolutely miss* the motivations behind **gold holders vs. BTC speculators** are fundamentally different. Let me sharpen your point so it lands hard and clean: --- ### 🟡 **Gold isnt a trade its an exit.** People who hold physical gold arent rotating out of anything. They already rotated **out of the fiat matrix** years ago. They didnt buy gold because it was going up they bought it because: * They dont consent to inflation theft * They dont trust central banks * They understand monetary history * They know counterparty risk is the real killer Gold is"  
[X Link](https://x.com/ajaycan/status/1979646324271390742) [@ajaycan](/creator/x/ajaycan) 2025-10-18T20:30Z 1348 followers, 3250 engagements


"HDFC Bank Q2 FY26 Core Banking (Retail + Wholesale): Profit down X% YoY (758 cr decline) Treasury Income: Up 5x YoY (744 cr 4213 cr) NIM: XXX% to XXX% Loan Growth (YoY): +9.9% Deposit Growth (YoY): CASA XX% Asset Quality: GNPA stable (ex-agri) Earnings Quality: Low treasury masking core weakness ✅ ICICI Bank Q2 FY26 Core Banking (ex-Treasury): Core operating profit & PBT ex-treasury up YoY Treasury Income: Fell sharply (6.8 bn XXX bn YoY) NIM: XXXX% Loan Growth (YoY): +10.6% (Domestic) Deposit Growth (YoY): +7.7% CASA XXXX% Asset Quality: GNPA: XXXX% XXXX% NNPA: XXXX% Earnings Quality: High"  
[X Link](https://x.com/ajaycan/status/1979774807853223956) [@ajaycan](/creator/x/ajaycan) 2025-10-19T05:01Z 1348 followers, XXX engagements


"When the multiples shrink every cycle its not alphaits diminishing returns. Bitcoin went: XX XX XXX XXX Each rally takes more capital and delivers less upside. Thats not adoption thats the law of large numbers catching up. Meanwhile silver is still: XX% below its inflation-adjusted high Smaller total market cap than Bitcoin Sitting on an industrial demand bomb. Convexity is leaving BTC and hasnt even started in silver. Stop worshipping influencers and start reading balance sheets supply data and history. Convexity is one of those words people throw around to sound smart but when you get it"  
[X Link](https://x.com/ajaycan/status/1980079221713330415) [@ajaycan](/creator/x/ajaycan) 2025-10-20T01:10Z 1348 followers, XX engagements


"Yes **yesterday (Oct XX 2025)** was effectively **OPEX day for silver futures and options** which explains the perfectly timed price slam to $XX. Heres why it matters and how we know: --- ## ✅ X. CME Silver Futures & Options Expiration Cycle Options tied to silver futures on COMEX typically expire: * **Mid-month** (around the 17th18th) * And **end of month** (for the active front-month contracts) Oct XX aligned with the **mid-cycle OPEX window** which big players often weaponize to: * Crush call holders * Pin price below key strikes * Avoid short assignments * Reset delta hedging pressure ---"  
[X Link](https://x.com/ajaycan/status/1979506401690214731) [@ajaycan](/creator/x/ajaycan) 2025-10-18T11:14Z 1348 followers, 1533 engagements


"Thats a serious escalation with real supply-chain consequences. ### 🔹 What happened * Dutch authorities recently forced **Chinese-owned Nexperia** to divest or give up control of its Dutch chip operations (including factories and IP) citing national security. * In response **China has now halted exports** of the chips that Nexperia *packages and produces in China*around **6 billion chips per month**. ### 🔹 Why it matters Nexperia is a **major supplier of basic semiconductors**especially for: * **Automobiles** (ECUs sensors power management) * **Industrial electronics** * **Consumer"  
[X Link](https://x.com/ajaycan/status/1979576752658841713) [@ajaycan](/creator/x/ajaycan) 2025-10-18T15:54Z 1348 followers, 26.1K engagements


"Yes over the past XX years **gold has outperformed Warren Buffetts Berkshire Hathaway stock** in total returns. Heres the clean comparison using the same starting point: --- ## ✅ Starting Point: **January 2000** (Just before the dot-com crash and the start of the modern debt cycle) ### 📈 Performance Since 2000 **🟡 Gold (spot price):** 🔹 Up **+1350%** to +1450% (depending on month measured) **🟠 Silver:** 🔹 Up **+900%** **🔵 Berkshire Hathaway (BRK.A):** 🔹 Up **+650700%** **🔴 S&P XXX (with dividends reinvested):** 🔹 Up **+350380%** --- ## ✅ So yes gold beat Buffett. And not by a little"  
[X Link](https://x.com/ajaycan/status/1979674346772971863) [@ajaycan](/creator/x/ajaycan) 2025-10-18T22:21Z 1349 followers, XXX engagements


"Here's the right way to **interpret whats really happening** at HDFC Bank based on the numbers you've shared: --- # ✅ X. Core Banking Profit Is Shrinking If you separate the **customer-facing operations**: ### 🔹 Retail Banking * Loans + deposits from individual customers ### 🔹 Wholesale Banking * Loans + deposits from companies Their **combined net profit is DOWN by XXX crore YoY** ➡ Thats **4% decline** compared to Q2 FY25. This is the **real engine** of the bank and its slowing. --- # ✅ X. Treasury Profit Is Up 5X This Is the Red Flag Treasury profit jumped from: * **744 crore 4213"  
[X Link](https://x.com/ajaycan/status/1979679853072040150) [@ajaycan](/creator/x/ajaycan) 2025-10-18T22:43Z 1348 followers, 9513 engagements


"This screenshot is shouting one thing loud and clear: ### 💥 **Even after a $3$4 spot price smash physical premiums DID NOT FALL.** In fact theyre still sitting near record levels. Lets decode it: --- ## ✅ X Kilo Silver Bars SD Bullion (Today) **Prices shown:** * Johnson Matthey 1kg **$1777.93** * Argor-Heraeus 1kg **$1777.93** * Scottsdale Mint 1kg **$1787.58** * Valcambi Suisse 1kg SAME RANGE Spot silver right now: **around $50/oz** X Kilo = **32.15 oz** ### 🔹 So what's the premium **$1778 XXXXX oz $55.30/oz** That means: 🟥 **Spot $XX Physical $55.30** ➡ Premium: **+$5.30/oz (10.5%)**"  
[X Link](https://x.com/ajaycan/status/1979709481421615377) [@ajaycan](/creator/x/ajaycan) 2025-10-19T00:41Z 1349 followers, XXX engagements


"This screenshot is shouting one thing loud and clear: ### 💥 **Even after a $3$4 spot price smash physical premiums DID NOT FALL.** In fact theyre still sitting near record levels. Lets decode it: --- ## ✅ X Kilo Silver Bars SD Bullion (Today) **Prices shown:** * Johnson Matthey 1kg **$1777.93** * Argor-Heraeus 1kg **$1777.93** * Scottsdale Mint 1kg **$1787.58** * Valcambi Suisse 1kg SAME RANGE Spot silver right now: **around $50/oz** X Kilo = **32.15 oz** ### 🔹 So what's the premium **$1778 XXXXX oz $55.30/oz** That means: 🟥 **Spot $XX Physical $55.30** ➡ Premium: **+$5.30/oz (10.5%)**"  
[X Link](https://x.com/ajaycan/status/1979710426117238871) [@ajaycan](/creator/x/ajaycan) 2025-10-19T00:45Z 1348 followers, 6222 engagements


"Here's the right way to **interpret whats really happening** at HDFC Bank based on the numbers you've shared: --- # ✅ X. Core Banking Profit Is Shrinking If you separate the **customer-facing operations**: ### 🔹 Retail Banking * Loans + deposits from individual customers ### 🔹 Wholesale Banking * Loans + deposits from companies Their **combined net profit is DOWN by XXX crore YoY** ➡ Thats **4% decline** compared to Q2 FY25. This is the **real engine** of the bank and its slowing. --- # ✅ X. Treasury Profit Is Up 5X This Is the Red Flag Treasury profit jumped from: * **744 crore 4213"  
[X Link](https://x.com/ajaycan/status/1979777132818772337) [@ajaycan](/creator/x/ajaycan) 2025-10-19T05:10Z 1349 followers, XXX engagements


"Indias largest precious metals refinery just ran out of silver stock for the first time in its history. Reason 🔥 Unstoppable demand from Indian customers ahead of the festive season. MMTC-PAMP (Indias biggest gold & silver refiner) said silver inventories were completely sold out amid a historic global shortage"  
[X Link](https://x.com/ajaycan/status/1979821770959192297) [@ajaycan](/creator/x/ajaycan) 2025-10-19T08:07Z 1349 followers, XX engagements


"Indias largest precious metals refineryMMTC-PAMPhas officially run out of silver stock for the first time ever. Why Record physical demand ahead of Diwali + global shortage. But some experts still think its going to 1.45L or 1.28L Who is selling them physical at those levels when even refineries have zero inventory Paper candles dont move the real market when vaults are empty"  
[X Link](https://x.com/ajaycan/status/1979822341472518182) [@ajaycan](/creator/x/ajaycan) 2025-10-19T08:10Z 1348 followers, 1594 engagements


"@gauravkgarg @ThetaVegaCap Unobtanium in japan"  
[X Link](https://x.com/ajaycan/status/1980165273408987216) [@ajaycan](/creator/x/ajaycan) 2025-10-20T06:52Z 1348 followers, XX engagements