Equity Markets

Student of the markets. Tweets are only for information & should not be treated as buy/sell recommendations.

[Equity Markets @EquityMarkets_]

@Alphamojo1 Incorrect data.

[Equity Markets @EquityMarkets_]

Seems like Trump has confused Belgium with Spain. #fifa

[Sky News @SkyNews]

'Spain is a wasted cause; they are a terrible partner in NATO. Cut off all trade with Spain.'

Alongside criticising Spain, Trump criticised NATO, saying he is not happy because of Greenland, and that NATO didn't want to help in the U.S. attack on Iran.

[Equity Markets @EquityMarkets_]

Excellent team work by the Indian team to portray Vaibhav Suryavanshi as the best batter and highest run scorer in today's match.

[Equity Markets @EquityMarkets_]

Whoever defeats USA in the world cup would be slapped with 200% tarriffs.

[Appie Culé @appiecule]

This is probably the biggest scandal in World Cup history.

USA striker Folarin Balogun committed this outrageous foul against Bosnia and was shown a straight red card… but here’s where it gets crazy.

The White House publicly contacted FIFA and the tournament organizers, asking them to lift his suspension. And they actually did. Balogun is now eligible to play against Belgium.

The organizers cited something called a “probation period,” meaning the red card still stands, but instead of serving the mandatory suspension, he’ll only be punished if he commits a similar offense again.

A blatant manipulation of the rules for everyone to see, especially considering red-card suspensions are not supposed to be appealable.

When you’re expelled from school, but your dad is the Principal. 😭

[DSP Mutual Fund @dspmf]

Gold & Silver have fallen more than 30% to 50% respectively. Is it enough to be overweight now?
A framework to guide you to allocate to the two metals.

Read the thread or download: https://t.co/waNYpVYsPO

[Equity Markets @EquityMarkets_]

This is what happens when you've bought a theatre stock and are stuck in the position.

[Equity Markets @EquityMarkets_]

SpaceX is the new East India Co.
With a mkt share of ~75% of everything humanity sent into space,this beats even East India Co’s share of global tonnage shipped between Europe and Asia in 1820s. No single firm has had such a stronghold on "strategic transport" for 4 centuries.

[Equity Markets @EquityMarkets_]

@Iamsamirarora @IndiaHelios That's the beauty of funds that have started post COVID.

[Equity Markets @EquityMarkets_]

For the first time in U.S. history, both stocks and housing are simultaneously reaching near-record valuations relative to GDP. Markets have reached an unprecedented level of valuations.

[Equity Markets @EquityMarkets_]

All water stocks have gone up post this. Lucky timing.

[Equity Markets @EquityMarkets_]

By 2030, global AI data centre water consumption will explode to 9.3 trillion litres. This footprint equals the entire annual domestic water needs of 1.3 billion people. Everyone is buying chips and tech stocks to play AI. Water stocks can be a bigger beneficiary of the wave.

[Equity Markets @EquityMarkets_]

You get rich by taking lots
of risk with small amounts
of money and you stay rich
by taking small amounts of
risk with lots of money.

[Equity Markets @EquityMarkets_]

When IPOs hit the market at 95x P/S and still post a 30% listing gain, it signals a deeper paradigm shift.
As growth trajectories are now derived straight out of Hollywood sci-fi movies and fantasies,traditional fund managers may now need to recalibrate how to evaluate businesses

[Equity Markets @EquityMarkets_]

What do you call a company that went from being an oil company to a retail company to data company to a retail company to a new energy company to an AI company over the last 5 AGMs?

[Equity Markets @EquityMarkets_]

@Sandeepnirvan @tkmknewshh

[Equity Markets @EquityMarkets_]

@StocksResearch Why didn't she sell it earlier?

[Equity Markets @EquityMarkets_]

@Gabbar_Nifty Last year, data centres consumed 448 TWh of electricity ​globally,more than the whole of Saudi. Annual power consumption from data centres is projected to double to 945 TWh by 2030, around ‌the ⁠same as the whole of Japan. As a proportion though it's not as massive as water.

[Equity Markets @EquityMarkets_]

By 2030, global AI data centre water consumption will explode to 9.3 trillion litres. This footprint equals the entire annual domestic water needs of 1.3 billion people. Everyone is buying chips and tech stocks to play AI. Water stocks can be a bigger beneficiary of the wave.

[Equity Markets @EquityMarkets_]

GLP-1 drugs are structurally altering airline economics as a second-order impact. As passenger weights are trending downward; a modest 10% drop in weight slashes airline fuel consumption by 1.5%, structurally boosting the EPS of major American air carriers by an estimated 4%.

[Equity Markets @EquityMarkets_]

@ShereenBhan Birthday gift for Trump from Iran.

[Equity Markets @EquityMarkets_]

RBI is on an aggressive path to defend the rupee. Subsidized swaps to FCNR (B) deposits and ECBs, in addition to tax breaks for FPI debt investments could attract ~USD30bn of inflows over the next 3–4 months—nearly covering the estimated $32.5bn 1QFY27 external deficit.