CHETHAN KUMAR

System trader,Engineer, MBA, Six sigma black belt, avid reader , learning Data Science, traveller,Father.
Seeking Financial freedom.

[CHETHAN KUMAR @25mack]

@coolcoder56 This is fake

[CHETHAN KUMAR @25mack]

Trust me this all BS, looks good to see ntg can make money, I can bet, anybody take my 1 lac and show me its working and keep my 1 lac if you win

[Kirubakaran Rajendran @kirubaakaran]

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[CHETHAN KUMAR @25mack]

@zerodha An accidental G-Sec bid (7.43% GS 2076) has blocked ₹10.5L in my account, causing a massive negative margin of -₹10.4L. I do not have funds for this settlement.
​This is putting my active F&O positions at risk of immediate RMS square-off. Ticket #20260430908067 already raised. Please remove this placeholder block immediately to prevent forced liquidation of my holdings.@nith

[CHETHAN KUMAR @25mack]

@EtihadHelp Still not recieved any refund @etihad

[CHETHAN KUMAR @25mack]

@etihad what's the status of the Flight EY233 for Friday from BLR to AUH, not able to reach out to any of your operator, all lines taking to AI chatbots

[CHETHAN KUMAR @25mack]

@EtihadHelp @EtihadHelp its been more than 20days my flight got cancelled still not received the refunds.

[CHETHAN KUMAR @25mack]

Oh please, spare us the endless circus act from this so-called 'journalist.' Every single post is pure, unfiltered nonsense—fabricated drama, exaggerated fear-mongering, and zero facts.
@modgovae, seriously, can we get some actual action on these fake reports and alarmist garbage? UAE isn't just "safe"—it's consistently ranked as one of the safest countries on the entire planet, with crime rates so low they make most Western cities look like war zones. Low violent crime, top-tier law enforcement, advanced surveillance, and a government that actually delivers stability and security for residents and visitors alike. People walk around at night without a second thought. That's not hype; that's reality backed by global safety indexes year after year.
But no, here comes this clown shoe, flying in to stir up chaos, peddling her performative panic like it's breaking news. It's not journalism—it's a bad stand-up routine that bombed. Laughable? Absolutely. Insulting to real journalism? Monumentally so. The only "situation" that needs taking care of is her endless stream of delusional hot takes.
UAE's got this handled with professionalism and strength. Maybe stick to reporting facts instead of turning everyday life into a cheap thriller script. The circus is tired, the tent is folding—time to pack it up and go home."

[CHETHAN KUMAR @25mack]

@EtihadHelp Hello @etihad still not received my refund

[CHETHAN KUMAR @25mack]

@etihad what kind of service is this, not giving a option to modify the booking, the traveller is a single senior citizen lady, disgusting, if we call the customer care call are attended after 1 hrs and then put on hold to get disconnected.

[CHETHAN KUMAR @25mack]

@ZeptoNow TK1E0389A7B33 ordered a product which absolutely not working your executives are saying no refund, zepto sucks

[CHETHAN KUMAR @25mack]

@Iyervval Nothing like that In atlantis(Dxb) you get upma in the breakfast spread

[CHETHAN KUMAR @25mack]

Sula Wines: How India’s wine dream went from ₹700 to ₹175 — and why most didn’t see it coming.

Thread 🧵

Dec 2022 — Sula IPO launches at ₹357.
Narrative was intoxicating:

India getting richer
Premium consumption rising
Wine replacing whisky
Nashik becoming Napa Valley

Retail bought the dream. Smart money sold it.

2023 — Story strengthens.

“India’s only listed wine pure play”
“Premiumization tailwind”
“Consumption supercycle”

Stock climbs.

Investors weren’t buying earnings.
They were buying imagination.

Jan 2024 — Reality peaks.

Stock hits ₹699.

2× from IPO.

At this point, future growth of 5–10 years was already priced in.

This is where institutions quietly exit.

Retail enters late, thinking it’s early.

Then nothing dramatic happened.

No scandal.
No fraud.
No bankruptcy.

Just something worse:

Growth slowed.

Urban consumption softened.
Margins compressed.
Profit disappointed.

Narrative cracked.

This is the part most people don’t understand.

Stocks don’t crash when business dies.

Stocks crash when expectations die.

Sula didn’t fail.
It just stopped being magical.

And markets punish normalcy.

2025–2026 — unwind phase.

₹700 → ₹500 → ₹350 → ₹250 → ₹175

75% destruction.

Same company. Same wine. Same shelves.

Only difference?

Perception.

IPO wasn’t a capital raising event.

It was a liquidity event.

Early investors exited at peak narrative.

Retail became exit liquidity.

This is how markets transfer wealth silently.

Every cycle has these stories.

Not bad companies.

Bad timing.

Peak narrative + peak valuation + IPO = future underperformance.

Sula is not the first.

It won’t be the last.

Most investors study balance sheets.

Smart investors study psychology.

Because in markets, price follows narrative…

And narrative always has an expiry date.

[CHETHAN KUMAR @25mack]

@vivbajaj @vaibhav__trader All said and done, @vivbajaj yourself knows what is truth, why bring such traders to the f2f rather bring the good one's again and again and can discuss more on discipline , RR, challenges etc

[CHETHAN KUMAR @25mack]

@WeekendInvestng Very true, Bash India and use Indian consumers to Pull into UAE

[CHETHAN KUMAR @25mack]

@kotakneo @vivbajaj

[CHETHAN KUMAR @25mack]

Dear traders,
Few days back I had an interaction with Abid and pitched this idea — ZeroBust, a personal trading risk contract that literally blocks you from breaking your own rules and protects your capital from impulse trades. He suggested I share it with Rainmatter, but no update so far.
So asking you directly:
Would you pay for a product that prevents you from blowing up your own account?
Not signals. Not tips.
Just enforcement of your own discipline.
Yes / No — and why?

[CHETHAN KUMAR @25mack]

@jitendrajain @abidsensibull

[CHETHAN KUMAR @25mack]

Market is a place where The market is not a place of certainty, it is a place of probability. Nobody knows what the next price will be. Every model, every indicator, every thesis is merely an expression of likelihood, not truth. Nothing works in the deterministic sense, things only work in distributions, over time, with discipline and tbh this can't be taught in any class room.
People only sell to make money and none of this knowledge is not hidden.