Prathamesh Dhawade

Finding insightful Market data for you ..

[Prathamesh Dhawade @_RAJAT_2]

Structural AI growth is real, but entering a sector purely because the chart looks like a hockey stick is bhed chaal. High valuations don't mean an instant crash, but they structurally lower future returns. Price is what you pay, value is what you get. Choose wisely.

[Prathamesh Dhawade @_RAJAT_2]

Look at the mid-2026 data. The US Tech sector aggregate Price-to-Sales (P/S) ratio has climbed to ~9.4x (vs historical norm of 3-5x). Nvidia sits at a 37-41x P/E. Key AI infrastructure & hardware plays have 'A' momentum scores but 'F' value scores. The entry point matters.

[Prathamesh Dhawade @_RAJAT_2]

8. With the season is about to start for the pharma and hospital sector in next few months might be extremely good for the sectors

[Prathamesh Dhawade @_RAJAT_2]

Nifty pharma is one of the best looking sectors now

1. Currency depreciation has benefited export oriented companies and india is known for pharmacy of the world.

2. With GLP like medicines coming in which is gonna go into daily life of the people the growth looks exponential

[Prathamesh Dhawade @_RAJAT_2]

6. Brown field expansion hospitals have increased the number of beds and number which is increasing the revenue if the occupency rate stays the same

7. But as the occupency rate is also increasing along with it this is improving the revenue and as well as the margins

[Prathamesh Dhawade @_RAJAT_2]

Go back to July 1988. A U.S. missile cruiser pulls into Iranian territorial waters and blows a commercial civilian airliner (Iran Air 655) out of the sky, killing 290 people, including 66 kids. Zero formal apologies. Instead, the U.S. captain gets a medal of merit.

[Prathamesh Dhawade @_RAJAT_2]

Not the 1st time US has betrayed Iran in between negotiations

[Assal Rad @AssalRad]

“Self-defense”

[Prathamesh Dhawade @_RAJAT_2]

The cycle hits its absolute peak in February 2026. While communication lines were open regarding regional safety, a surprise airstrike targeted a Defence Council meeting in Tehran. They assassinated the Supreme Leader, Ali Khamenei, along with the country's highest leadership.

[Prathamesh Dhawade @_RAJAT_2]

@volklub May I come in?

[Prathamesh Dhawade @_RAJAT_2]

but it doesn't guarantee people will keep buying them at high prices when the sunny days return

[Prathamesh Dhawade @_RAJAT_2]

Buying a steel stock at a premium price just because they cleared a debt is like buying an umbrella for 5x its price during a heavy downpour. The rain will eventually stop, and the demand drops. A 30-year mining lease just means they have the raw material to make umbrellas,

[Prathamesh Dhawade @_RAJAT_2]

51 billion dollars is just 7.5% of FII equity holding that they have sold in last 2 years they still have 630 billion dollars in our Indian equities.

[Prathamesh Dhawade @_RAJAT_2]

Fast forward to today:
SEBI data shows 91% of retail traders lose an average of ₹1.1 Lakh in F&O.
The YouTube "Guru" makes his 40k from your views. The Market makes its 40k from your lack of discipline.

[Prathamesh Dhawade @_RAJAT_2]

I watched ₹40,000 evaporate in a single afternoon
By the end of that month, my "tuition fee" to the market was ₹1,00,000.
Most people hide these numbers. I’m sharing them so you don't become the next statistic. 🧵

[Prathamesh Dhawade @_RAJAT_2]

When I was new to the markets, I did what every beginner does: I looked for a "System."
I spent hours watching "experts" explain how to make a month's salary in a day using options.
The setups looked perfect on a past chart. But the market isn't a video game.