Stocks Market Fan

Indian stocks, politics, taxation, personal finance

[Stocks Market Fan @Trader780]

@gurjota Inspiring move! Wish you the very best.

[Chandan Sinha @profAIPC]

🚨Shame on Yogi 🤮🤮

Enough of this Modi-Yogi, India needs a change and India needs @RahulGandhi

[Amit Behere @_amitbehere]

Explaining India's GDP.

My dick is 7.8 inches long, *when you start measuring from my belly button*. 😂😂😂😂😂

Damn, I hope this tweet goes viral, I personally loved writing it.

[AAP @AamAadmiParty]

मोदी जी के 7.8% GDP Propaganda का पर्दा ख़ुद जनता ने उठा दिया 🤭

[Vexon @0xVexonic]

Warren Buffett told you to buy index funds.

He has never bought one.

Not once. Not ever. Not a single dollar.

He tells YOU to diversify. He puts 40% of his own money into ONE stock. Apple. Just Apple. One company.

Coca-Cola. American Express. Apple. Three bets. Held for decades. That's not an index. That's the opposite of an index.

But you listened. You bought the index. You got your 7% a year. He got rich.

Here's what nobody will say out loud.

Buffett gives the public advice that keeps them safe. He gives himself advice that builds empires. Those are not the same thing. They have never been the same thing.

There is a lecture where young Buffett walks into a university and says it directly. Diversification is protection against ignorance. Nothing wrong with that if you don't know what you're doing. But if you do know — it's insane.

Business schools quote Buffett on index funds every single day. They never show this lecture.

It is below.

He told you to diversify. He never did. You still think he was helping you?

[Priya Purohit @Priyaa_Purohit]

Gen-Z didn't question Modi's GDP — they cooked the whole "GDP miracle" narrative....💀🔥🤣

[Stocks Market Fan @Trader780]

@vbomkara Because some of us still care about our country & believe in holding the govt accountable. Nationality comes from keeping the best interest of the country ahead of selfish motives like staying in power, misleading ppl or pushing stocks & MFs to retailers by lying about economy.

[🥥🌴 @Meritocrating]

@cabemaiden

[Subhash Chandra Garg @Subhashgarg1960]

I explain analytical base of my conclusion that GDP growth in Q1 in 2026-27 in current price is 2.6% and in real terms close to 0. There are still messier distortions in sectoral performance with manufacturing and consumption witnessing negative growth. https://t.co/pvsjXlAdcq

[Dr Pooja Tripathi @Pooja_Tripathii]

On NDTV an economist and former finance sec Subhash Chandra Garg is saying that Govt has brushed up figures (revised in particular drastically ) to get GDP numbers

This quarter would have been 2.3% he says if numbers were not fudged !

All to the horror of anchor!

Peak Cinema 🤣🤣

[Vikas Vij @TheClubJunto]

R&D Lessons from China: After Reliance, JSW Halts Battery Mfg Plans

(a) RIL & JSW: “China has weaponized access to battery tech” (b) FACT: Chinese firms failed for 30 yrs doing R&D, while we focused on quarterly EBITDA (c) Renting vs Owning Mentality.

India’s Licensing Mentality

a. On Aug 26, 2026, Parth Jindal (36 yrs) told reporters that JSW has halted its ₹40,000 cr planned investment to manufacture LFP (lithium iron phosphate) battery in India. Parth said: “China is guarding LFP technology like a weapon.”

b. At Reliance AGM 2026, Anant Ambani (31 yrs) told shareholders: “Access to battery tech is being weaponized.” Reliance was forced to halt its mfg plans for LFP battery after China refused to license cell technology.

c. Indian industry prefers non-export items like oil, steel, cement, power, ports, airports because a known playbook exists. Foreign competition disallowed, 100% domestic capture, predictable profits, multi-billion mkt cap, zero R&D.

China’s R&D Mentality

a. China controls 94% of global LFP capacity. Chinese Companies: CATL: 37%; BYD: 23% (BYD became a car-maker); Others: 34%

b. LFP technology did not fall from heaven into China's lap. 30 years ago nobody wanted LFP. LFP was cheap and safe, but it had a failing. Its conductivity was so poor it could hardly deliver current.

c. US researchers gave up on LFP after a long struggle as it looked impossible to crack. But it was obvious that LFP would one day win because it involved abundant, low-cost raw materials.

BYD 2002-2020: Lessons in R&D
18 Years of Blood, Sweat & Tears

2002: BYD was a small battery-maker founded by Wang Chuanfu, an orphan from one of China’s poorest provinces. Wang chose the long and painful road of LFP when everyone else believed it was the road to bankruptcy.

In 2002, BYD’s earliest investor was Charlie Munger. Charlie said: “I invested because Wang was a “chemistry genius” and a “fanatic who worked 70 hrs a week.”

2005: In 2005, BYD developed its first in-house LFP cell.

2008: BYD launched the world’s first hybrid electric vehicle running on its own LFP – three months after Warren Buffett bought $230 million of BYD stock.

2009-2012: Commercial testing was critical to scale up the technology. But car owners were not ready to buy EVs. Chinese govt backed the technology with “10 Cities, 1000 Vehicles” program, which put LFP on municipal buses and taxis.

2016-2018: The Darkest Years: Conventional NMC technology raced ahead due to govt subsidies. Competition intensified. Industry slogan became: “LFP is dead; stop burning money.”

2019: Near-Death Experience: BYD's net profit to shareholders fell to $267 million, while R&D expenses swelled to $1.25 billion. BYD had bet its last shirt on the technology.

2020: Redemption at Last: BYD’s legendary Blade Battery was born. It worked like a dream, having survived years of failures, bottlenecks, countless iterations, rebuilding of entire production lines, and a devastating lab fire.

R&D: How to Conquer the World

a. Dozens of Chinese EV and battery startups living off govt subsidies disappeared. BYD and CATL emerged as the survivors of a domestic bloodbath.

b. In 2025, the world’s largest EV seller BYD spent 9% of its sales revenue (not profit) on R&D. CATL spent 6%. To understand the scale: In 2025, CATL had 20,000 research staff and 43,000 patents & applications.

2025 BYD R&D Expense: $9B
2025 BYD Profit: $4.5B (Half)

c. China has innumerable companies today with such suicidal R&D expense ratios. India has ZERO because with a license raj DNA, the Indian promoter has no mad desire to change the world. He just wants to die rich.

India's Ambani-Adani Equation

The following equation sums up India's economic curse:

When you have zero R&D, your profit becomes:

$4.5B + $9B = $13.5B

India's family-owned conglomerates, thriving on protectionist policies, do not wish to waste even one dollar on R&D and innovation.

Their vision for India is to leave billions to their children. And the children think licensing another's IP is their birthright: “China has weaponized battery technology against us.”

@arabicatrader

[Revant Himatsingka “Food Pharmer” @foodpharmer2]

Share to spread awareness!

5 Indian packaged foods that fool the public.

Request to food companies to reduce misleading labels!

Label Padhega India!

[Stocks Market Fan @Trader780]

@nsitharaman Sadly you've just given up on doing even a day's honest job. Just keep throwing fake numbers and silencing anyone raising questions.

[Pragnya Gupta @GuptaPragnya]

This explains India’s fate and plight all in one video, one song …..
The bl@ody joke is on us Indians not him. He’s having the best time of his life, globe trotting.

[Stocks Market Fan @Trader780]

@MeritvsQuota Looks like we found the next PM candidate

[Basant Maheshwari @BMTheEquityDesk]

My Money! My Choice! Gold or Foreign Travel!

https://t.co/wVktEdOgfh

[Stocks Market Fan @Trader780]

@Akshat_World Akshat bhai, aap gawaron ke saath logic par debate mat karo. Subah subah Gau mutra ke 2 shots laga do. Aapko pata chal jayega ke economic disasters aur financial irregularities ko MASTERSTROKE kehte hai.

[Dhruv Rathee Satire @DhruvRatheNx]

क्या ये वाकई ‘विकसित भारत’ है, या रिपोर्ट्स कुछ और ही कहानी बता रही हैं?

[Vinay Kumar Dokania @VinayDokania]

Reality of the GDP numbers

[Vikas Vij @TheClubJunto]

India's Got Talent: IIT/IIM/Ex-London Trader IAS Divya Mittal Resigns

(a) Brought water to a hilltop village in UP after 75 yrs (b) Village elders blessed her; politicians hated her (c) Rewarded with transfer to a desk job for file-pushing.

Guide 101: How to Derail India

a. Lahuria Dah, a semi-arid village in Mirzapur, UP suffered from water scarcity since independence. Villagers depended on a distant reservoir and a broken well to fetch muddy water. Ministers, MPs and MLAs gave only fake promises for 75 years to grab votes.

b. Divya Mittal, IIT Delhi, IIM Bangalore, Ex-JP Morgan Exotic Derivatives Trader in London returned to India and joined IAS (AIR 68).

With help from local admin, she achieved victory in a technically complex project, and brought the water pipeline to the village. “Jai Hind,” Divya wrote on X to share the news.

c. At the jal pujan ceremony on Aug 30, 2023, village elders who had never seen fresh water flowing from a tap got emotional and gave their blessings to Divya Mittal.

A local political functionary wrote to the UP chief minister that the area’s MP/MLA were not invited to the jal pujan (to take all the credit.)

d. Two days later, Divya’s transfer orders were issued, and she was put on a “wait-list” with no posting from Sept 2023 to Feb 2024.

The village celebrations turned into a disappointment. Meanwhile, the local goons damaged the pipeline, cutting off water supply again.

e. Normally, the “wait-list” would deliver the right message to an officer to “stay within limits.” But Divya was not ready to bow under pressure.

In July 2025, as the DM of Deoria, in a meeting chaired by a sitting MP, Divya said on camera that no minister, MP, or MLA has the authority to push an officer’s transfer (which must be governed by rules, not influence.)

f. UP Minister S.P. Shahi publicly responded that officers should not be lecturing to elected representatives on where the boundaries lie.

In hindsight, one can see Divya’s fate was decided the moment she spoke on the politicians’ “power to transfer,” which is their real weapon to teach a lesson to officers.

g. On May 3, 2026, UP carried out a reshuffle of 38 IAS officers. Divya was transferred as Special Secretary, Revenue, Lucknow.

Special Secretary has no decision-making authority. They share files, make notes, drafts, and replies. Files go up to the Secretary, Principal Secretary, and Minister, who hold the power to bring change.

On Aug 30, 2026, exactly 3 years after the jal pujan in Lahuria Dah, Divya Mittal resigned.

The Mafia Never Forgets

In Italy, there is an old saying: “The mafia never forgets, never forgives.” In India, the system does not argue with you. It simply breaks your spirit to be a changemaker.

@arabicatrader