Tennis · Ex-SDE @ Amazon · Building https://nitter.gq/t.co/vPI28MxsnR Every move is game theory.
Joined August 2025
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Kaivan Shah retweeted
Things AI still can’t do for you:
- Make the hard phone call
- Show up for a friend
- Build trust with a client
- Decide what you actually want
- Take the risk
Everything that matters most still needs a human with nerve.
Kaivan Shah retweeted
Unpopular opinion: you don’t have a time problem.
You have a priorities problem disguised as a time problem.
You found time for the show, the scroll, the group chat.
You’ll find time for the thing that matters once you decide it actually matters.
Kaivan Shah retweeted
MARKSANS Pharma : strong quarter, a sell-off on results day, then a recovery
Q2 FY27 (4 Nov): • Revenue ₹940 cr, +30% YoY • Profit ₹144 cr, +45% YoY
Results day: the stock touched ₹327, then closed at ₹301.65 (−4.3%) on its heaviest volume in months.
Since then: back to ₹320 (+6% in 5 sessions), with 12 Nov alone +4.4%.
• 52-week high ₹350.95 (24 Sep), about 9% above today's price
• More than double the March low of ₹155
• Up ~79% over the past year
Data, not a recommendation.
Kaivan Shah retweeted
The most dangerous lie in your career:
“I’ll start when I’m ready.”
Nobody feels ready.
Not the founders.
Not the leaders.
Not the people you admire.
Ready is a feeling that shows up after you start, not before.
Kaivan Shah retweeted
Read this if you feel like you're falling behind everyone your age.
You're watching the highlight reels of 500 people at once.
Nobody in history has had to compare themselves to that many people simultaneously.
Your brain wasn't built for it.
You're not behind.
You're overexposed.
Kaivan Shah retweeted
Your 20s are for collecting experiences.
Your 30s are for figuring out which ones actually mattered.
Most people spend their 20s collecting things instead and then spend their 30s getting rid of them.
Kaivan Shah retweeted
HDFC Bank: 52-week low to +17% in 9 sessions.
On 27 Oct it closed at ₹680. It's now ₹798, with 7 green days in a row. Here's what our data says 👇
1️⃣ It broke out of a flat base. It traded between ₹666 and ₹759 for 40 sessions, then closed above that range on 6 Nov on 2.3× normal volume.
We tested 22 chart patterns on 3 years of NSE data. This was one of only 3 that worked in every year: on average +1.7% over the market in the next 20 sessions.
2️⃣ The buyers are holding. Delivery has been ~63% through the rally, above its usual ~60%.
This is not a hollow, intraday-driven spike.
3️⃣ RSI is at 76, and that's not a sell signal.
In our data, F&O stocks above RSI 80 kept beating their peers by ~1.9% over the next 20 sessions. Shorting "overbought" large caps was one of the worst trades we tested.
The catch: it's still 20% below its 52-week high and down 18% this year. After its last 5 flat-base breakouts, it was higher 20 days later in 4 cases, but beat other F&O stocks in only 2.
Line in the sand: ₹760–780. If it falls back below that, the breakout has failed.
Not investment advice.
Data: NSE, Oct 2023 – Nov 2026.
Engine: morrow-desk.in/stock/HDFCBAN…
Kaivan Shah retweeted
Every major AI release has the same cycle.
Day 1: this changes everything.
Day 3: here are its flaws.
Day 7: everyone's using it quietly.
Day 30: nobody remembers how they worked before.
The hype and the backlash both miss the point.
The real shift happens quietly in the background while everyone argues.
Kaivan Shah retweeted
A reminder that most of your best moments won’t be planned.
They’ll be a random conversation, a late night drive, a meal that turned into a three hour talk, a walk that went further than intended.
Leave space in your life for things to happen.
A fully scheduled life has no room for magic.
Kaivan Shah retweeted
Hot take but most startups don’t die from competition.
They die from distraction.
Too many features.
Too many markets.
Too many side quests.
The founder chasing five opportunities usually catches none.
The one obsessed with a single problem usually wins it.
Kaivan Shah retweeted
Things that cost nothing and change everything:
- Going to bed 30 minutes earlier
- Drinking water before coffee
- Walking after dinner
- Leaving your phone in another room while you work
- Saying “I was wrong” when you were wrong
- Texting someone you’ve been meaning to check on
Most life upgrades don’t need a purchase.
They need a decision.
Kaivan Shah retweeted
AI is making the gap between curious people and incurious people massive.
Same tool.
One person asks it 50 questions a day and learns something new every hour.
Another asks it to write an email once a week.
A year from now, those two people will be operating in completely different worlds, and they won’t even realise when the split happened.
Kaivan Shah retweeted
We’re entering an era where anyone can build an app, write a book, make music, and design a brand in a weekend.
Creation is no longer rare.
Taste is.
The people who win next aren’t the ones who can make things.
They’re the ones who know what’s worth making.
Kaivan Shah retweeted
The hardest part of growing up isn't the responsibilities.
It's realizing that a lot of the adults you looked up to were just guessing too.
Nobody has it figured out.
Some people just stopped being afraid of looking like they don't.
That's the real secret to confidence.
Not certainty.
Comfort with not knowing.
Kaivan Shah retweeted
Every app is fighting for your attention and almost none of them are fighting for your wellbeing.
That's not a conspiracy.
It's a business model.
Once you see it you can't unsee it.
Every red notification dot is a tiny invoice for a few more minutes of your life.
Kaivan Shah retweeted
Honest truth about what nobody tells you about your 30s:
- Your body starts sending you invoices for everything you did in your 20s
- Friendships require actual effort now or they just quietly dissolve
- Time moves at a speed that makes you uncomfortable if you think about it too long
- You start understanding your parents in ways that hit different
- The things that used to excite you get replaced by the things that give you peace
- You realize that most of what you worried about in your 20s didn’t matter at all
- You also realize the things that did matter were the ones you were too busy to appreciate
Your 30s aren’t better or worse than your 20s. They’re just more honest. And honestly that’s the scariest part.
Kaivan Shah retweeted
I've been thinking about this for weeks. We live in the most connected era in human history and somehow managed to create the loneliest generation ever recorded.
Teens are lonelier.
Adults are lonelier.
Elderly people are lonelier.
Every age group across every country. The data is consistent. More connections.
Less connection. More communication.
Less understanding. More platforms.
Less presence.
We solved the distance problem and accidentally created a depth problem.
And nobody has a product roadmap for fixing that.
Kaivan Shah retweeted
The most powerful sentence in any workplace is "I don't know."
Not because ignorance is a virtue.
But because pretending to know when you don't is how bad decisions get made with full confidence.
I've watched entire projects fail because nobody in the room had the courage to say three words.
Everyone nodded along.
Everyone agreed with the direction.
Everyone privately thought it was wrong.
But saying "I don't know" in a room full of people who seem sure feels like career suicide.
It's not.
It's the most honest thing you can do.
And the rooms that punish honesty are the rooms you should leave.
Kaivan Shah retweeted
This is going to sound weird but I think boredom was the last natural creative space we had and we killed it.
Every waiting room has a phone now.
Every commute has a podcast.
Every silence has a playlist.
Every idle moment has an app ready to fill it.
We eliminated boredom so completely that we forgot what used to grow in that empty space.
Ideas grew there.
Self reflection grew there.
The random weird thought that turned into your best project grew there.
We optimized away the one thing that couldn’t be optimized.
And we’re paying for it with a generation that can consume endlessly but create less and less from scratch.