Gulshan Thakur

[Gulshan Thakur @UnseenXnotes]

Fed hikes 25bps → 3.75-4.00% (12-0). First hike since July 2023.
Dot plot hawkish — 16/18 officials see more coming.
For India: stronger $, higher UST yields → FII outflow pressure, rupee under stress.
Rate-sensitive sectors back in focus this earnings season.

[Gulshan Thakur @UnseenXnotes]

US markets are still real-time on #TradingView
though — this delay seems specific to NSE/BSE data.

[Gulshan Thakur @UnseenXnotes]

TradingView's free plan is now showing 15-min delayed data on NSE indices too.
If you're trading off live charts
Worth double-checking — your "real-time" indicator might just be lagging data in disguise.
#tradingview

[Gulshan Thakur @UnseenXnotes]

TradingView's free plan is now showing 15-min delayed data on NSE indices too.
If you're trading off live charts
Worth double-checking — your "real-time" indicator might just be lagging data in disguise.
#tradingview

[Gulshan Thakur @UnseenXnotes]

Ray Dalio's 4 books, read in this order:

1. The Changing World Order
2. Big Debt Crises
3. How Countries Go Broke
4. Principles

First three build the macro framework. Principles lands better once you already have that context, not before.

[Gulshan Thakur @UnseenXnotes]

@darvasboxtrader Fed's credibility hits show up in reserve data too - gold's already at 27% of global central bank reserves vs Treasuries' 22% (first time since 1996).
Central banks aren't waiting for the "smart" Fed decision, they're hedging already.
Trust erodes slow, then all at once.

[Gulshan Thakur @UnseenXnotes]

By the time gold/BRICS is trending on your TL, the trade already happened.
The data was visible in central bank reports for 4 years before the headlines caught up.
Commodities reward people who read flows, not people who read tweets.
Trend > news.

[Gulshan Thakur @UnseenXnotes]

Gold crossed Treasuries as the world's top reserve asset in June 2026 --27% vs 22% (ECB data)

Nobody rang a bell for it - it built up over 4 years of central bank buying (1000+ tonnes/year, 4th straight year)
If you're trading commodities on headlines, you missed the actual move

[Gulshan Thakur @UnseenXnotes]

@darvasboxtrader 16 Sept FOMC pe decide hoga — Warsh hawkish hai but data mixed hai. Gold ka yeh consolidation isi uncertainty ka reflection hai imo.

[Gulshan Thakur @UnseenXnotes]

VBL showed up on my delivery% screener today 60%+ delivery, ₹453cr turnover, near-flat price (+0.32%).

On the surface, that reads like quiet accumulation

But the chart says otherwise: price below EMA, all bearish-stacked, down 27% from the July high. U/D ratio 0.53

[Gulshan Thakur @UnseenXnotes]

@darvasboxtrader Chaikin Money Flow, turnover rotation, breadth aur RS rank history sab ek dashboard me. This kind of granular data doesn't come free anywhere, paid tools tak me rare hai. Genuine value-add hai, isliye post viral toh hona hi tha 🙌

[Gulshan Thakur @UnseenXnotes]

@darvasboxtrader Waiting hai bhai 🙌 is level ka execution rare milta hai!!!

[Gulshan Thakur @UnseenXnotes]

@softwareartist_ @darvasboxtrader Haan bhai, https://t.co/lI1EnCAPLN pe jaake sign up karo, free hai. Uske baad dashboard access mil jata hai — sector rotation aur RS rank turant dikh jayega.

[Gulshan Thakur @UnseenXnotes]

@yogesh39941650 @darvasboxtrader Bhai simple hai — sabse pehle sector rotation dashboard dekho konsa sector strong hai, fir usme relative strength rank se top stocks nikalo. Screener khud hi filter kar deta hai, manual chart hunting bachh jaati hai

[Gulshan Thakur @UnseenXnotes]

@flipkartsupport Already sent a DM as requested, no response yet. This has been going on for hours across chat support and here with only generic replies. Please provide an actual resolution .

[Gulshan Thakur @UnseenXnotes]

@darvasboxtrader EPL also flashing on radar.
Sep 1: Epsilon Bidco (Blackstone) offloaded ~84.5L shares in EPL, absorbed same-day by Quant MF, ICICI Pru MF, Bandhan MF, ADIA, PSP Investment Board (Canada) @ ₹240-243.

[Gulshan Thakur @UnseenXnotes]

@darvasboxtrader Gulshan...sun kar dil khush ho gya 😂 पर सच में, राहों को गुलशन बनाना ही सब कुछ है। हर दिन एक नई opportunity, हर क्षण एक नई बात सीखना — यही तो life है!!!!

[Gulshan Thakur @UnseenXnotes]

@darvasboxtrader Noted this one, played out well — thanks #650🔥

[Gulshan Thakur @UnseenXnotes]

$MU
Micron down from $1,200 → ~$1,010.
Market still prices it as pure-cyclical (fwd P/E just 13.85).
But 16 long-term customer deals through 2030 (incl. GM, Ford) say otherwise.
Op margin: 80% last quarter. Highest seen across any covered name.

[Gulshan Thakur @UnseenXnotes]

$MSFT
Microsoft cuts 4,800 roles, mostly Xbox.
Headline: "layoffs."
Real story: mgmt admitted internally — Xbox margins are 3-10x LOWER than peer platforms, and there are 14 layers of management in that division.
That's the actual signal, not the job cuts.