Positional Trader who trades based on data insights, Believer in Relative Strength/Weakness, See Pinned Tweet for Framework, Views are Personal, for Education
Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.
Its capabilities exceed those of any model we’ve ever made generally available.
@sandeepraop1 One key reason for this is that many companies want to wait to provide better future guidance. Declaring results at the end allows them more time to assess the demand environment before they provide future guidance.
Anthropic released Claude Cowork legal plugins and the stock market melts down.
There are hundreds of verticals like these, and plugins will disrupt each of them one-by-one.
Secure access to tools like Cowork is going to change how every company operates.
Oh, and RIP billable hours.
12/12 Railways story has 5-7 years left Most of these still under ₹10000 cr market cap. Do your research and Pick 3-4, hold 3-5 years
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#RailwayStocks#Multibagger#IndianRailways#StocksToWatch
#Railways - India's railways present a big opportunity for investors. With FY26 capex locked at ₹2.52 lakh crore plus explosive growth in Vande Bharat trains and Kavach safety tech, the entire ecosystem is buzzing.
🧵Thread: First, the big picture on the value chain. 👇
1/12
9/12
#9 Oriental Rail Infra → 71/100
#10 Quadrant Future Tek → 70/100 Both wagon + Kavach plays New listings, low float, high volatility = lottery tickets 🎰
@unseenvalue#akumsdrugs looks to have great potential. I track the CDMO space closely but this stock was never in my radar. Great management pedigree and business is scaling up
It is obvious & well known to people like us that fund managers & media experts on stock market always need to spin a positive story about anything happens (great, good, bad, ugly) which affects India.
Most fund managers talk exactly like politicians. "Give me Notes" instead of "Give me Votes." Always.....
It is good that retail investors slowly realizing that media mostly talk random things if studied over a decade. Actual portfolios of these retail investors are not performing which are invested with these media heroes believing in their talks. It really started pinching them.
Though known to many by now --- let me list a few expert opinions over a decade .... Deliberately mixing political opinion making and investment opinion making to show the stark similarity ....
1) High GST / Low GST -- Good for India
2) High inflation / Low inflation -- Good for India
3) Trump is great / Trump is villain -- Good for India
4) Boycott China / China is best pal -- Good for India
5) Boycott Pakistan / Play with Pakistan -- Good for India
6) Rupee strong / Rupee weak -- Good for India
I can go on and on .....
And remember --- In very long term we are all dead. If fund manager tells return would come in 2047, would you believe him???
These are basics.... Think....