Keshav

Studying the markets from 2020 | NISM Certified In 3 Domains | Currently strategizing and trading in SPX Options

[Keshav @TradeThatFlow]

There are traders:

➡️ Journaling their trades.
➡️ Learning from the markets daily.
➡️ Following their plans.
➡️ Not being greedy.
➡️ Focusing on their health while doing all this.
➡️ Working hard everyday to polish their trades.

Are you their competition? Ask yourself!

[Keshav @TradeThatFlow]

@IDFCFIRSTBank And my sister's number is already enabled in DND registry still she gets called regularly for credit card/other offers. This is f'ing irritating as hell.

[Keshav @TradeThatFlow]

@IDFCFIRSTBank I have requested your agents 100 times that I want to put my number and my sister's number on DND and we DO NOT want to receive any promotional/service/sales calls. Still we get called regularly. Kindly fix this or we both will close our accounts with your bank.

[Sonia Shenoy @_soniashenoy]

As expected another quarter of slow , muted growth continues for TCS

Constant currency revenue growth of just 0.4%

Margins down 130 Bps yoy due to wage hike impact

Attrition rate higher than expected at 13.6%

TCV of $9.5 billion this quarter

Nothing great in the earnings this quarter. But expectations were muted anyway.

[Keshav @TradeThatFlow]

@theskindoctor13 Bullying should be taken very seriously. It has long term consequences which sadly I had to face as a kid. It really hampers the personality a lot and is difficult to get out of once it starts impacting your mental well being. There needs to be a strict punishment for this.

[Keshav @TradeThatFlow]

@ihailmyindia Monsoon me kamm hi rehta hai didi

[Keshav @TradeThatFlow]

Make sure to invest in whatever Trump invests and you'll make money. The market regulators in the US have been blind towards his actions and will most likely continue to do so until he is the president. So, just follow Mr. President.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron, $MU, announces plans ​to invest ​up ​to $3 billion to ‌"strengthen ⁠the US ​semiconductor ​supply-chain ⁠ecosystem."

Micron also raises its planned US investment to over $250 billion through 2035, which it expects to create over 90,000 jobs.

The stock extends gains to over +6% on the day.

[Keshav @TradeThatFlow]

@GlobalMktObserv Always

[Keshav @TradeThatFlow]

@WatcherGuru Why man. Why not let us make some money too?

[Keshav @TradeThatFlow]

@BRICSinfo Quite predictable. Shocked that it lasted so long.

[Keshav @TradeThatFlow]

@SarangSood MOU khatam as expected

[First Squawk @FirstSquawk]

Trump States Agreement With Iran Is Likely Finished.

[The Kobeissi Letter @KobeissiLetter]

We now believe the S&P 500 is setting up for 8,000+. Here's why:

Chip stocks have quietly become the new leaders of this bull market.

While many of the Magnificent 7 stocks have declined 20%+ from their recent highs, semiconductor names have taken over.

In fact, 8 of the 10 best-performing S&P 500 stocks this year are in the chip industry.

As a result, the S&P 500 now sits just ~1% below a record high despite weakness the big tech stocks which have led the market since 2022.

This marks the first time since 2022 that the market traded highly with leadership outside of the Magnificent 7, while the Magnificent 7 traded in the opposite direction.

In our view, this rotation is constructive as the Magnificent 7 prepares to "sub back in."

As large-cap tech begins to regain leadership while semiconductors continue to outperform or even cool-off, the S&P 500 is poised for 8,000+.

Asset owners will continue to win.

[Keshav @TradeThatFlow]

@fnkey @gupta_rekha Fir ped na lagaye jaye? Chahte kya ho 🤡

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US economy adds 57,000 jobs in June, well below expectations of 114,000.

The unemployment rate fell to 4.2%, below expectations of 4.3%.

May's jobs number was also revised down by -43,000 jobs.

The labor market remains in a volatile situation.

[THE SKIN DOCTOR @theskindoctor13]

Before saving a man from suicide.

World: Everyone, silent. The responder is trying to make the person understand. Let the situation remain calm.

India: "Aeee, pakad! Ooo, pakad na... arre... kya kar raha hai woh aadmi, ch****? Aise pakdega kya?"

After saving a man from suicide.

World: "Son, keep calm. You're safe now. We're here to help you. Let's get you somewhere safe and talk, okay?"

India: "Aeee, maar! Maar reee... maar MC ko, maar BC ko..."

[Keshav @TradeThatFlow]

GOOD

[ANI @ANI]

Delhi Chief Minister's Office says - Delhi Govt. notifies Winter Pollution Master Plan, permanent rules to remain in force from November 1 to February 28

Delhi Government tightens Winter Pollution Measures, fuel to be denied to vehicles without valid PUC, rule to apply year-round

Delhi adopts permanent Winter Pollution Policy, demolition and civil construction activities to be banned from November 1 to January 31

50 percent work from home for offices and double parking charges to take effect from November 1

Keeping Delhi clean and healthy requires everyone’s participation: Chief Minister Rekha Gupta

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin falls below $58,000 as levered liquidations accelerate.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Trump Administration has struck a deal with Anthropic which grants the company permission to release its Mythos 5 model to a group of ~100 companies and federal agencies, per CNBC.

Details include:

1. Senior Anthropic staffers flew to Washington DC to meet with members of the Trump Administration

2. Anthropic said earlier this month that it disabled access to its Fable 5 and Mythos 5 models to comply with an export control directive from the government

3. The Trump Administration and Anthropic have been in a two-week-long standoff over its latest models

This deal will have industry-wide implications.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Pentagon delayed publicly announcing US strikes on Iran until after the US stock market had closed at 4 PM ET on Friday, per NBC News.

The timing of the announcement was reportedly intended to "reduce the immediate impact on financial markets."