The Nationalist 2.0

Truth is important to us at any cost. We know the link between media and the public.

[Astro Sharmistha @AstroSharmistha]

Result is out. Now I expect the same integrity from you. I'm accountable for my predictions, not for social media challenges.

[CA Paaras Gangwal @ThetaVegaCap]

Abakkus will be new PPFAS 🔥

Personally invested in their Fund

#Abakkus

[sandip sabharwal @sandipsabharwal]

So all Auto Companies are saying there is no damage due to Ethanol Blending

In fact #MarutiSuzuki gives a detailed analysis
#E20 fuel may reduce mileage by around 3–3.5%"

#MarutiSuzuki's FY26 service data of 2.84 crore cars shows no E20-related concerns in 1.5 crore older models. Here is how E20 affects your drive:

🔹 No Corrosion: Zero wear and tear linked to E20 in the field

🔹 Power: Higher octane improves low-end torque & engine performance

There is a Social Media Punter network who maybe hates Gadkari and have launched such an aggressive Anti Ethanol campaign that people actually have started believing their claims of engine damage.

[CA Paaras Gangwal @ThetaVegaCap]

TCS was largest Company of India

Today it is at 6th Place

Infy also slipped to 17th Spot

Both Stocks are down by 50%

Always focus on Relative Strength

#TCS #Infosys

[sandip sabharwal @sandipsabharwal]

China manufactures
89% of the world’s solar panels, 70% of the world’s wind turbines, 83% of the world’s batteries, and 75% of the world’s electric vehicles among other things

The problem. No concept of ROE

From 2021 to 2025, Chinese corporate profits CAGR -3.99%.
Industrial profits contracted from 8.71 trillion yuan in 2021 to 7.40 trillion yuan i.e. around 16-17% decline over 5 years.

ROE of corporate sector ~7-8%
ROE in India 16-17%
ROE Avg S&P 500 15-16%

It's very important to prevent backdoor entry of state subsidized Chinese Corporates into India.

[Margin of Safety🇮🇳 @InvestorOfJAMMU]

HDFC Life is ready for a 30% swing upside in the next 12 months.

[Rajkumar @itzproudloser]

AIADMK MLAs resigned so far :

1)Madurantakam(SC) -K Maragatham
2)Perundurai -S Jayakumar
3)Dharapuram(SC)- P Sathyabama
4)Ambasamuthiram-Esakki Subbaiah
5)Viralimalai-C Vijayabhaskar
6)Karur-MR Vijayabhaskar

#AIADMK #MLA #Resigns

[sandip sabharwal @sandipsabharwal]

The so called "Magnificent 7" returns this year

Alphabet. +6.6%
Apple. +4.4%
Nvidia. +1.5%
Amazon. +0.6%
Meta Platforms -16.8%
Tesla. −17.1%
Microsoft. −22.7%

Average Basket down 6.6%
Last year they beat S&P returns with average Basket return of 23%

Most funds missed the AI led rally as they remained overweight these stocks

[Balu Gorade @BaluGorade]

Some of these AMCs have the potential to become the next big names.

Curent AUM:

WhiteOak - ₹34,000 Cr
Helios - ₹9,400 Cr
Abakkus - ₹6,000 Cr
Old Bridge - ₹3,600 Cr
Capitalmind - ₹575 Cr

More competition. More choices for investors.

Your favourite? 😍

[Army of Dheeran Annamalai @annamalai_chap2]

தனியார் பள்ளிகளுக்கு அனுமதி பெற்றுத் தருவதாக ரூ.100 கோடி மோசடி வழக்கில் கைதாகியுள்ள பி.டி. அரசக்குமார் மற்றும் அன்பில் மகேஷ் இருவரும் நடத்திய நாடகத்தை சுமார் ஒன்றரை ஆண்டுகளுக்கு முன்பே அண்ணன் அண்ணாமலை தெளிவாக விளக்கியுள்ளார் .

[Amit Arora 🇮🇳 @GuruShareMarket]

#BIGBREAKING 🚨

Iran is considering cancelling negotiations with the US in Switzerland.

Iran has also struck another oil tanker in the Strait of Hormuz.

@grok Verify with official sources and what impact will be on Indian markets

[Rajkumar @itzproudloser]

Parties left in DMK alliance :

1) DMDK
2)KMDK
3)SDPI
4)Tamizhar Desam
5)Manithaneya Jananayaga Katchi
6)Manithaneya Makkal Katchi
7)Mukkulathor Pulippadai
8)MNM

#DMK #alliance

[Vinodsrinivasan @vinodsrinivasan]

Everyone’s asking if Iran will close the Strait of Hormuz. But this standoff has two chokepoints, not one.

Iran’s is physical: ~20% of the world’s oil moves through Hormuz.

America’s is financial: nearly every cross-border dollar clears through the U.S. system. Iran can choke the oil; Washington can choke the money it earns from selling it.

Both hold a valve. Both bleed if they squeeze. That’s the stalemate.

[Rajkumar @itzproudloser]

A Raja : VCK is BJP's B Team.

Vanniyarasu : DMK is travelling in BJP's Path.

Interesting 😁

#VCK #DMK #BJP

[Astro Sharmistha @AstroSharmistha]

If Passport is also not valid citizenship document then there will be some document introduced as Citizenship Card or similar to that. Which means National Register Of Citizens - NRC will also be conducted. As I said in my 2025 interview, let June-July come, CAA, NRC all these implementation will speed up. #ArtOfPrediction

[Rajkumar @itzproudloser]

Reports indicate that former MLA 𝗩𝗶𝗷𝗮𝘆𝗮𝗱𝗵𝗮𝗿𝗮𝗻𝗶, who recently joined 𝗧𝗩𝗞, is stepping away from 𝗞𝗮𝗻𝘆𝗮𝗸𝘂𝗺𝗮𝗿𝗶 district politics and is making moves to pursue her political career in Chennai.

It is said that she is attempting to contest the 𝗟𝗼𝗸 𝗦𝗮𝗯𝗵𝗮 elections from a constituency in 𝗖𝗵𝗲𝗻𝗻𝗮𝗶.

#TVK #Chennai #Kanyakumari

[Randeep Sisodia @Randeep_Sisodia]

Dear @NitinNabin ji,

Kindly read below the sorry state of affairs in TN BJP.

I know you may not want to take any action before the delimitation bill is passed but I am not sure if you are being briefed on the actual ground realities in TN!

[Balu Gorade @BaluGorade]

If anything goes up 100%, be careful.

If anything compounds at 40%+ CAGR for 5 years, be even more careful.

If anything falls 50%, start looking positively.

If anything delivers poor returns for 10 years, start thinking positively.

- S Naren

[Theeban @Theeban_07]

Better to stay quiet on TN politics for now!
Till the voters realize, there is no need to show the mistakes TVK is making!

Closet analogy is, when a young girl is in madly love with a wrong man, even if parents and friends tell her that its bad, she wont listen.
The more we say bad about that man, the more she defends him.
The solution is let them be a couple and then one day she will realize what a dumb she has been all these years!

Then she will come back to parents.

similarly, best to sh...t up and let Vijay do what he wants to do without any opposition...!

[Office Of Vijay Patel @VijayGajeraO]

Sonam Wangchuk has been in Switzerland for the last few days.

Nobody knows who he met there.

But as soon as he arrives in India, he will start a hunger strike for CJP!

Reportedly, Yuvraj is also abroad with no information about his meetings.