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23 | CMA Finalist

[Jakera Choudhury @JakeraChoudhury]

Who am I to dictate who someone loves?
Two adults exercising their freedom is not my business to dictate. And atrocities are not a monopoly of one religion it is just that media and SM is sensitive to just one.

[Serenity @aleabitoreddit]

Memory Supercycle Supply Chain TLDR:

US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:

$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Packaging metrology
$AMKR ($13.1B) -Advanced packaging
$RMBS ($13.55B) - Memory IP
$MKSI ($14.9B) - Laser subsystems

Didn't include big players like $TER and $KLAC since just wanted to focus on lesser known ones.

There's some indirect beneficiaries too like $SMTC and $MTSI. Markets definitely haven't priced some of these in yet.

Let me know if I missed any.

Just wanted to publish these in case you find any of them interesting.

[GeniusThinking @GeniusGTX]

I'm obsessed with cognitive biases.

A "cognitive bias" is a systematic error in thinking that destroys decision-making.

11 most powerful (and dangerous) cognitive biases I've found: 🧵

1. Survivorship Bias:

[WhySid @Sidhanth_here]

5 hours of pure Finance and Economics

Start here.

[Nooresh Merani @nooreshtech]

“BSE Smallcap Index” — The most unique Greed and Fear index in the world.

Why? Because it breaks all the standard rules of index construction.

Here is a breakdown of its selection, characteristics, and why it is a crucial market gauge.

[Ritik Gupta @ritikgpt22]

List of 8 IPO #stocks that we are going to track for next few days

1/ Tenneco Clean Air India #tennind

[Ajay Bagga @Ajay_Bagga]

BlackRock Inc.’s India venture with billionaire Mukesh Ambani’s group expects the nearly $900 billion local mutual fund industry to expand up to threefold over the next seven years, fueled by record inflows from domestic investors and a robust economy.
Participation in Indian financial markets is starting to increase rapidly, much of that driven by digital platforms, according to Jio BlackRock Asset Management, an equal alliance between Ambani’s Jio Financial Services Ltd. and the world’s largest asset manager.

[Rajeev Desai @rajuidesai]

Simple answer is, rating agency is from USA. and that is what US has done for 75yrs. Exporting inflation to world by weakening world countries currency. US decide the currency rate of world countries. Dollar has lost value and is at low of 27 yrs in USA itself and still Rupee is going down. India is doing more trades in rupee, Like Russian Oil, and hence less dependent on $ ,and still rupee is going down.....
The most amazing thing I observe is, no one think on this line!! We endorse USA toeline. If USA rating says, India Rupee is 87.70, we believe!! Whatever US rating agency give rating for currency, we believe!!
Rupee will go to 100, mark my words !! Reason is well-known!!

[Vishal Vardhan @microcp2mltibgr]

USDvsINR

Just a gentle reminder.

[Aditya Kondawar @aditya_kondawar]

In Investing, the day you realize this, you mature as an investor -

It is not about right or wrong

It is about how much money you make when you are right, and how much money you lose when you are wrong

Nothing else matters, everything else is Vanity!

[🚨Indian Gems @IndianGems_]

How did Tamil Nadu pull it off while others couldn't?

[Nithin Kamath @Nithin0dha]

Interesting experiment by @ElmWealth: 118 finance students were given tomorrow’s WSJ front page 24 hours before the news broke. You’d expect easy profits. Instead, half lost money and 16% went completely bust.

It wasn’t because their predictions were wrong. They called market direction correctly 51.5% of the time. That’s better than chance.

The problem? Position sizing.

Many students bet huge portions of their portfolio on a single trade. Some used 20x, even 60x leverage. When they were right, they made money. But when they were wrong they blew up. All it took was a single misstep.

Meanwhile, five experienced traders ran the same simulation. Same info. Very different outcome: +130% average returns. Why? They knew how much to risk. They bet small when uncertain, and big only when the odds were clearly in their favor. That’s the art of position sizing.

Here’s the core lesson: Even if you could predict the future, it wouldn’t save you from poor risk management. Trading isn’t just about being right. It’s about surviving long enough to stay in the game.

Most retail traders obsess over predictions. But smart money obsesses over how much to bet when they think they’re right—and how to protect themselves when they’re wrong.

Because in the markets, being right means nothing if you go bust before you're proven right.

[Beat The Street @BeatTheStreet10]

How Vedanta is running a Ponzi scheme?

- parasite holding company?
- on the brink of insolvency?
- financial zombie?

After going through the 87-page report, here is the 🧵thread on what @viceroyresearch found.

#Vedanta #redflag #corporategovernance #SEBI #HindustanZinc #VEDL #ViceroyResearch

[Indian Tech & Infra @IndianTechGuide]

The best roads in India are in Tamil Nadu.

[ꜱ ᴀ ɴ ᴊ ᴀ ʏ  @_Sanjayyyyy_]

@MadAboutStocks_ What is #SSL ??

[Dr Jason Philip. M.S., MCh @Jasonphilip8]

This is what a decade of ruin in India, has brought medicine to. Reminded of a Vivek Tamil Dialogue: "There r 10,000 state-of-the-art mechanical parts in your vehicle. Is that lemon, hanging on your bonnet going to protect ur vehicle more than those top-class gadgets?" Yrs of hard, complex training, decades of experience, 100s of medical conferences,& some Drs hv come to this!

[ꜱ ᴀ ɴ ᴊ ᴀ ʏ  @_Sanjayyyyy_]

@CA_AditiJaiswal Congrats 🎉🎉

[Khalid @Supernova_star7]

Transrail Lighting- Rare to see negative cash conversion cycle for an EPC company. This shows strength of the business.

[Reads with Ravi @readswithravi]

.@garrytan's best career advice:

[ꜱ ᴀ ɴ ᴊ ᴀ ʏ  @_Sanjayyyyy_]

@MadAboutStocks_ It is about #UL6 right ?? There is so much talks about this co. and promotors. Too much positives and also negatives.