vishal

[Steve Burns @SJosephBurns]

“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”

— Stanley Druckenmiller.

[Mark Minervini @markminervini]

I'm ok wirh whatever works for you; I don't argue with success. But for most using ATR, OB/OS oscillators, etc... my advice is to learn how to read charts and you won't need all the formulas and calculations. Indicators can only be coincident or lagging, so why not just go to the source?

[Fundoo Professor @Sanjay__Bakshi]

“Used actively and with intention, AI is more than a functional productivity tool. It advances what a single person can take on: a young professional fluent in digital tools for research, analysis, and execution can now do work that once needed a team

Think of AI as a huge, tireless brain holding answers to almost any question. But what to ask, within which constraints, and what to look for in the answer, is the part only the human can direct. Framing the right problem requires giving AI the right history and concerns. The quality of the answer is, in the end, governed by the quality of asking. For curious minds, that is an ever‑present opportunity: to expand learning, go deeper across topics, and follow an idea further than was ever possible before.”

[Tar ⚡ @itsTarH]

They ask you with a straight face to not buy gold, WFH and make adjustments

While state governments continue to sanction 'bhen beti' and other vote buying schemes

What a mockery of the tax paying class!

[Deepak Shenoy @deepakshenoy]

Smallcap results this far: 96/250 out, median PAT growth is 24.5%!
Interesting data from thewrap

[Tar ⚡ @itsTarH]

Next big bottleneck in AI supply chain is the advanced packaging layer

Did a 1.5 hour deep dive into the entire industry yesterday in #TheWrap🌯

along with analysis of two US listed companies that are benefitting from CoWoS overflow from TSMC

Learn about all technical details and the business of OSATs

Recording available on the website
https://t.co/bZqTmFZFru

[Rahul @sairahul1]

The creator of Claude Code teaches more about vibe-coding in 30 minutes than most tutorials do in hours.

Save this — it'll change how you build forever.

[Tar ⚡ @itsTarH]

Very sharp increase in Stage 2 stocks this week

There are 66 new additions this week in the above 1000cr market cap universe

Find them all at https://t.co/ZyomxE9B7p

[Tar ⚡ @itsTarH]

Jevons Paradox

[Tar ⚡ @itsTarH]

Soon

[Tar ⚡ @itsTarH]

History Rhymes

When Amazon launched AWS

Street didnt realize it would spark the enterprise SaaS revolution and become a business generating $142B ARR with 30% growth

The same pattern is playing out with AI capex now

[Tar ⚡ @itsTarH]

What a dead market looks like

[tjjeykumar @drtjjk]

consolidated results of my portfolio cos excluding financials. This is what matters-good topline and bottom line growth both yoy and qoq. Price action becomes secondary given the bearish broader market- Data collated from the best tool of Indian stock market #thewrap @itsTarH

[Tar ⚡ @itsTarH]

Simple technical analysis rules I follow to add/exit or build positions

[Ankush Agrawal @Ankush__Agrawal]

9th Episode of our Knowledge Base Podcast is now live!

This time we had @itsTarH sharing his investing framework and how he leverages data in his investing.
https://t.co/ghUgNbLBA1

[Tar ⚡ @itsTarH]

The latest #TheWrap🌯is now available to read⤵️

Discover special situations, sector rotation, insider trades, new listings, order wins, earnings review & more

https://t.co/BRrnFfFdBL

Your one stop place for everything important in Indian Stock Market

[Amock_ @Amockx2022]

After Mohak Mangal, now many top YouTubers are coming out against Smita Prakash and ANI

The extortion nexus is EXPOSED 🔥

Open the thread and share max 🧵

[Tar ⚡ @itsTarH]

The latest #TheWrap🌯is now available to read⤵️

Discover special situations, sector rotation, insider trades, new listings, order wins, earnings review & more

https://t.co/jydwUVYVKo

Your one stop place for everything important in Indian Stock Market

[Tar ⚡ @itsTarH]

Struggling to use AI for Investing?
We have an entire course for that

👉Learn how AI and LLMs actually work behind the scenes
👉All about Prompt Engineering and how to write proper prompts
👉Tools and Techniques to apply for investing specific use cases

https://t.co/a84pkcbEsD

[Tar ⚡ @itsTarH]

Sectors just coming out of a lull period & potentially at the start of their rotation cycle

1. Auto Ancillaries (NDR, Pistons, SJS, Uno, Fiem)
2. IT Products (Intellect, Affle)
3. Refractory (Vesuvius, IFGL, RHI)
4. Wires & Cables (Dynamic, RR Kabel)

Not a recommendation