Co Founder Grin and Grow Consultant |SEBI certified | Scalper | pursuing FRM | On ride of the rollercoaster of spreadsheets and profits. Best is yet to come.🐳
Jefferies just dropped 6 sectors that can make you millions in the next few years!
🏭 Semiconductors
~$20B already in place. One fab under construction. Semicon 2.0 adds ~$13B to it.
10 projects worth ₹1.6 trillion already approved.
The sector isn't just headlines anymore; it's being built.
🖥️ Data centres
5x jump in datacentre capacity to ~10 GW in the next five years.
That's a $9B up for grabs for operators and a $45B investment opportunity across power, cooling, construction and networks.
🛰️ Space
$8.4B market in 2023. Govt wants $40-45B by 2030.
400+ startups already at it.
No listed player yet, but look out for future opportunities.
⚡Electronics
The industry is moving past assembly into components and genuine value addition.
Domestic value-addition in mobile components goes from under 20% today to ~50% over the next six years.
✈️ Aerospace
Boeing and Airbus already buy $1.4-1.6 billion of parts from India every year.
The world wants more planes, and India's cost base and engineering talent can fill that gap.
☀️ Solar
India is already the second biggest PV solar maker in the world.
35 GW of solar capacity already in place, and another 100 GW under construction.
But don't just buy anything with "solar" in the name. Buy quality.
What sector are you betting on?
Big AMC Prediction for Nifty50 in 2026.
Goldman Sachs: 29,000
J.P. Morgan: 30,000
Morgan Stanley: 29,500-31,000
Kotal Securities: 29,000+
Axis Securities: 28,100
ICICI Direct: 30,000
Citi Group: 28,500
Emkay Global: 29,000
3 Month Left in 2026, I think they will be wrong.
Across the world, 80–90% of retail traders lose money in the markets. This is not an India specific problem. So why is the Indian regulator alone so concerned and constantly trying to impose more restrictions on what is supposed to be a free and open market?
#sebi
BREAKING: Its official our beloved Nifty is no more amongst us!! 😢😢
Reasons of Demise:
-CAS Manipulations
- zero returns in more than 2 years
- Geopolitical Issues
- Higher Crude and US Bond Yields
- FII exiting Indian Market
- High STT, LTCG, STCG
- Fake Breakouts
#nifty
I have seen fall of 2021
Seen Russia - Ukrain, Ind-pak war moves in Nifty.
Also traded 4th June 2024 and earned profits.
Also survived the Jane street era and built my capital.
But post CAS, Nifty ka price action dekh kar pehli baar mujhe mere career me "chakkar" aa rahi 😴
Japan’s 10 year bond crosses 3% and US 4.8%. As their government debt and deficits go up, central banks may have no option but to expand balance sheets( print money). If so, inflation goes up, short end rates go up. Be ready for a roller coaster ride in interest rate markets!
Delayed Delivery Complaint
Dear Blue Dart Team,
My shipment Waybill No. 53681119424 was out for delivery but has still not been delivered. The expected delivery date was 28 August 2026.
Please investigate the delay and deliver my shipment urgently.
#bluedart
LTCG ↑ STCG ↑ STT ↑
Liquidity ↓
Govt be like:
“We don’t hate wealth creation…
we just prefer it comes with a 20% service charge.”
Stock market now officially a government franchise.
#TaxTheDream
I am not able to understand the new rules of market closing.
If the cash prices are freezed at 3:10 PM, then what is the meaning of FnO to remain open for next few minutes.
So much complexity.
Whoever invented this idea must be given Bharat Ratan😂😂
🇮🇳 INDIA's R&D BUDGET ~ % OF GDP
2004 ~0.74 %
2008 ~0.86 %
2014 ~0.69 %
2016 ~0.67 %
2019 ~0.66 %
2025 ~0.63 %
Meanwhile, India's Freebies budget ~2.58% of GDP
Now you know why we missed the AI train and why we are so late to semiconductor bus!
Dipke should simply go back to work now. If he tries to enter politics or raise another controversy, it could mark the end of his short lived popularity.
Nothing is more important than the welfare and future of our youth!
We have decided to set up fast-track courts to ensure swift and stringent punishment for those involved in paper leaks. Have directed the concerned authorities and officials to take all necessary steps in this regard. This continues our series of steps for safeguarding the interests of students.
Those who try to harm the future of our youth will not be spared.
देश के युवाओं का हित और उनका भविष्य हमारी सर्वोच्च प्राथमिकता है।
पेपर लीक के सभी मामलों में दोषियों को जल्द से जल्द कठोर दंड देने के लिए, केस के त्वरित निस्तारण के लिए फास्ट ट्रैक कोर्ट्स का गठन किया जाएगा। इस संबंध में निर्देश दे दिए गए हैं कि संबंधित विभाग आवश्यक कार्रवाई सुनिश्चित करें।
विद्यार्थियों के हितों को सुरक्षित करने के लिए, सरकार द्वारा लिए जा रहे निर्णयों की श्रृंखला में ये एक महत्वपूर्ण कदम है।
युवाओं के भविष्य के साथ खिलवाड़ करने वाले किसी भी व्यक्ति को बख्शा नहीं जाएगा।
I totally support Arvind Kejriwal if he appoints #SonamWangchuk as the education minister of Punjab.
It’s a golden opportunity for him to connect with GenZ. India’s GenZ will be thankful to him.
#SonamWangchukEdutionMinisterofPunjab
Met Panshul Bansal from Haryana, who has secured AIR 2 in NEET UG 2026. Congratulated him on this outstanding achievement and wished him success in his career .
His accomplishment reflects the dedication, perseverance and aspiration of India's young minds. I am confident he will contribute meaningfully to the nation's healthcare ecosystem through excellence and service.