Stock Market Prime

Stock Market analyst. A Decade+ Experience. Here to share my views on money and markets. Not SEBI Registered! Consult financial advisor before taking trades.

[Stock Market Prime @StockMktPrime]

We have entered April now where pessimism was supposed to be on peak. Let's watch mid Apr - potentially 17 April for the dust to be cleared. India may see some relief from a market perspective?
https://t.co/xy3GP3qirt

[Stock Market Prime @StockMktPrime]

@microcp2mltibgr Still 1.5 months left for the bottoms to be formed. Highs and lows will be made in between. Pre budget rally jaisa post budget fall bhi aayega. Apr me pessimism peak par hoga. Then acchi rally ke baad July me last fall for the rise till 2028. Let's see😇

[Stock Market Prime @StockMktPrime]

@microcp2mltibgr What's the thesis? EU trade deal ?

[Aravind @aravind]

My wish for this year budget is a massive increase in defense budget - for R&D, for local manufacture, for acquisition of defense tech.

Because the wars India must fight are near. And it may be as soon as 2029.

India must sell more of its US treasury holdings, and the dollars must be used to fund this.

The increase in defense spending must be so much that our DRDO scientists get paid much better than Americans by PPP.

Govt capital must be available in plently, especially for private sector defense startups and companies. A lot of risk must be taken in funding.

And enough financial incentives must be put on table that India is able to massively attract and recruit more talent.

[Stock Market Prime @StockMktPrime]

@sandysingh232 @microcp2mltibgr They had loosened their hands twice now. IT and GST in short span.. Wasooli to karni hogi ab... Capex ruka hua hai.

[Raghav Chadha @raghav_chadha]

Today in Parliament I offered 𝘁𝗵𝗿𝗲𝗲 𝘀𝘂𝗴𝗴𝗲𝘀𝘁𝗶𝗼𝗻𝘀 to the Hon’ble Finance Minister:

1.⁠ ⁠Tax consumption if you must, but 𝗻𝘂𝗿𝘁𝘂𝗿𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁. Patient 𝗱𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝗿𝗲𝘄𝗮𝗿𝗱𝗲𝗱, not penalised.

2.⁠ ⁠⁠⁠⁠𝗚𝗦𝗧 𝟮.𝟬 is a landmark reform but without complete pass-through it remains an ����𝗻𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗿𝗲𝗳𝗼𝗿𝗺

3.⁠ ⁠Need for a be-spoke 𝗧𝗼𝗸𝗲𝗻𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗕𝗶𝗹𝗹 and regulatory sandbox to enable fractionalized ownership of digital tokens 𝘂𝘀𝗶𝗻𝗴 𝗯𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼��𝘆.

[Stock Market Prime @StockMktPrime]

@unseenvalue Senores, Sequent, Hikal, Kopran, SMC Global, Nuvama

[Stock Market Prime @StockMktPrime]

@unseenvalue Has Hikal Taken Support? Has Sequent started its upwards journey? 😇

[Stock Market Prime @StockMktPrime]

@microcp2mltibgr They deliberately wrote 2nd Aug 2025 as Solar Eclipse day later they just removed 2025 but didn't write 2027. Inside, when you visit they say that it will happen in 2027(which was 2025 by mistake earlier).

[Intrinsic Compounding @soicfinance]

Data centre value chain

Source - Avendus Spark

[Stock Market Prime @StockMktPrime]

@Finstor85 One more which you might already have in mind...connect to brocker via API instead of manual enteries...

[Stock Market Prime @StockMktPrime]

@Finstor85 One feature that Zerodha isn't building after many requests : track performance of a basket(sub-portfolio) live. Group risky stocks as a basket for buys and sell collectively. Track performance collectively as single stock low allocation doesn't make sense. XIRR for <1y holds.

[Stock Market Prime @StockMktPrime]

@Finstor85 For example, I am bullish on IT and to avoid risk and handling diversification, I want to buy 5 microcaps with 2% allocation buy track performance of this whole 10% allocation, buy them collectively, sell collectively. No fun in riding a 2% allocation stock and selling rest 4

[Intrinsic Compounding @soicfinance]

Valuation ratios to be used sector by sector in India with the reason

[Stock Market Prime @StockMktPrime]

@desiwallstreet Spectrum Foods or course...

[CA Vivek Khatri @CaVivekkhatri]

🚨 RBI just quietly boosted India’s economy by ₹10,00,000 crore.

No big headlines. No drama.

Just one smart rule that unlocks:
➝ Massive lending
➝ Stock market gains
➝ Faster infra growth

Let’s break it down 👇

[Aditya Kondawar @aditya_kondawar]

In April 2025, China implemented strict export rules for rare earth elements (REEs) and magnets

It wasn’t a ban, but it led to substantial delays in global shipments, impacting India’s Auto industry

What are rare earth elements, and why are they so important for our future?

[Stock Market Prime @StockMktPrime]

@selva0242 sold ~ 30 towards end of 2024. I then tried to buy again around 23 but one or the other way, couldn't cz of lack of funds etc. Even today other safer stocks will get more priority over this. But, think it may not slip below 18 Resistance still ~31 till profits of RE materialised

[Stock Market Prime @StockMktPrime]

Bought #SPECFOOD spectrum food at lower circuit today around 48.5
They are into multiple businesses and as of now, having profit uptrend. They have some interesting themes of businesses such as spices, solar and wind power, ropeway.
Just for my study. Not a recommendation.

[Sai Deepak J @jsaideepak]

I learnt a lot from these handles (in no particular order) during #OperationSindoor:
1. @ShivAroor
2. @AdityaRajKaul
3. @sushantsareen
3. @UnSubtleDesi
4. @mountain_rats
5. @Manik_M_Jolly
6. @sidhant
7. @Vikspeaks1
8. @braddy_Codie05
9. @TheLegateIN
10. @major_pawan

[Stock Market Prime @StockMktPrime]

@PRSundar64 1. India isn't loosing their jets.
2. Pakistan is loosing their jets in fight with India.
3. IMP sponcered debt ridden pakistan's purchase.