AllAboutNAV

The probability of a stock going up or down is 50%. So, don't bother who can't get it right 8 or 9 out of 10. Tweets are self referential.

[AllAboutNAV @about_nav]

- X has mostly become a platform for sellers now & I have nothing to sell.
- Posts reaching people was supposed to be fun. Now it's just a mirage of restrictions.
- I'm done. No more regular posting — only sharing milestones etc (nothing stock specific).

Thank you (followers)...

[AllAboutNAV @about_nav]

End of my X journey. Logging out!!!
- Even the "Trending" topics aren't delivering the latest updates anymore.
- So much is happening around the world, yet I constantly have to search the web for real-time info. What's the point?

*Thank you all❤️.

[AllAboutNAV @about_nav]

Conflict to drag into a guerrilla war.
- Israel's ability to take out top Iranian🇮🇷 leaders with seeming ease is shocking.
- True regime change would benefit the entire world — but it's tough to achieve from afar.

*We'll see how it plays out.
#Nifty #Nifty50 #GIFTNifty #CrudeOil

[AllAboutNAV @about_nav]

Some semblance of calmness through the globe.
- World leaning toward Iran🇮🇷, seeing attacks as uncalled for.
- Tehran de-escalating tensions with most countries.
- Attacks continue though🇺🇸🇮🇱.

*(Too early but) hopefully, things will get better🤞.
#Nifty #Nifty50 #GiftNIFTY

[AllAboutNAV @about_nav]

Exited more stocks (just 1 left to go) from both short & long-term positions.
- Portfolio trimmed to ~50% now — Almost zero leverage.

*Uncertainties likely peaking; letting holdings ride it out. #Trump remains too much of a risk😒.
#Nifty #Nifty50

[AllAboutNAV @about_nav]

Pretty obvious statements from both leaders (Iran🇮🇷 & USA🇺🇸).
- Eventually, it will come down to Iran's ability to control the Strait in real time.

*Can the new leadership make public appearances to have a better impact?!
#Nifty #Nifty50 #GIFTNifty

[AllAboutNAV @about_nav]

The constant flip-flopping from the US admin on the Iran🇮🇷 conflict is definitely deterring long positions in #CrudeOil.

*Working for now — volatility reigns, and upside momentum stays capped until there's a real resolution... which could take a while.
#Nifty #Nifty50 #GiftNifty

[AllAboutNAV @about_nav]

My X timeline is pure confusion & chaos.
- Just because the situation is fluid doesn't mean updates need to come every few hours.
- #CrudeOil back to reasonable levels.

*Again, when it comes to macro-analysis. it's difficult to get better off than me😎
#Nifty #Nifty50 #GIFTNifty

[AllAboutNAV @about_nav]

Wars are unpredictable.
- But the world won't sit idle if Iran holds the Strait of Hormuz hostage for long — especially with their leadership in chaos.

*Like Trump just said: we could see a dip in #CrudeOil prices soon🤞.
#Nifty #Nifty50 #GIFTNifty

[AllAboutNAV @about_nav]

Done with all the trimmings.
- Among the remaining holdings, a few have dipped a bit — but they're well-positioned to bounce back quickly once the macro environment turns.
- Tax-loss harvesting completed too.

*Now, just WAIT & WATCH!!
#Nifty #Nifty50 #niftycrash

[AllAboutNAV @about_nav]

Exited more stocks (just 1 left to go) from both short & long-term positions.
- Portfolio trimmed to ~50% now — Almost zero leverage.

*Uncertainties likely peaking; letting holdings ride it out. #Trump remains too much of a risk😒.
#Nifty #Nifty50

[AllAboutNAV @about_nav]

Cut way back on 'learnings'🥱.
- A few months ago picking stocks was brutal — took massive effort.

*Different story now. Just grab 25–30 good names in this correction -and- odds are you'll land 20%+ multi-baggers over the next 3 years. Cool😎!!!
#Nifty #Niffty50 #GIFTNIFTY

[AllAboutNAV @about_nav]

"Trump sides with crypto firms in trillion-dollar battle with banks over stablecoin yield" - @CNBC.
- Basically, more govt backing now. Of course, he has vested interest.

*Looks like no end to this saga...
#Nifty #Nifty50

[AllAboutNAV @about_nav]

Despite the recent volatility in #Silver prices, #Gold has been quite resilient (a bit off A-THs though).
- It makes for a curious case with most cryptos in free fall (#Bitcoin, #Ether...).

*Is this the beginning of the the end of a massive global experiment😕!?
#Nifty #Nifty50

[AllAboutNAV @about_nav]

Exited more stocks (just 1 left to go) from both short & long-term positions.
- Portfolio trimmed to ~50% now — Almost zero leverage.

*Uncertainties likely peaking; letting holdings ride it out. #Trump remains too much of a risk😒.
#Nifty #Nifty50

[AllAboutNAV @about_nav]

Wars are unpredictable.
- But the world won't sit idle if Iran holds the Strait of Hormuz hostage for long — especially with their leadership in chaos.

*Like Trump just said: we could see a dip in #CrudeOil prices soon🤞.
#Nifty #Nifty50 #GIFTNifty

[AllAboutNAV @about_nav]

Look at the multi-year chart & it feels like regular consolidation (par for the course).
- But, more retail investors are involved this time around & broader markets tend to under-perform more.

*Of course, there's Trump risk for 3 more years!!!
#Nifty #Nifty50 #GIFTNIFTY

[AllAboutNAV @about_nav]

Most asset classes reacting modestly (except #CrudeOil) — implying — attack not entirely unanticipated.
- Power asymmetry is clear: US + Israel >> Iran (we have seen earlier).

*Hoping for swift de-escalation and a peaceful resolution🙏.
#Nifty #Nifty50 #GiftNifty

[AllAboutNAV @about_nav]

Amongst other things - As a sign of things to come, China🇨🇳 is allowing its currency to strengthen significantly.

- Yuan @ 6.84 vs 7.20 few months ago!!!
#Nifty #Nifty50

[AllAboutNAV @about_nav]

Results Updates:
#Q3FY26 #Q3Results #Nifty #Nifty50

[AllAboutNAV @about_nav]

@me_Jaynam_shah Yeah, helpless situation esp for retail investors who get stuck with such names. It's like an open scam that's going on repeatedly.
- Nothing much anyone can do but wait for a day or 2 till the circuit opens.
- Always invest only in reliable names...

[AllAboutNAV @about_nav]

R M Drip & Sprinklers (#RMDRIP):
Here we go - END OF STORY🫡.
- The pattern has become too obvious now.

*Thank you for your attention to this matter!!!
#Nifty #Nifty50

[AllAboutNAV @about_nav]

Consider this an exceptional case—the idea was not to be too stock-specific.
- But, Looks like another #KAMOPAINTS loading!!!
- Alerted about #Gensol too very early.

*🚨Stay cautious with "RM Drip & Sprinklers (#RMDRIP)" too🚨.
#Nifty #Nifty50

[AllAboutNAV @about_nav]

#Spicejet:
- Another case of selling narratives in the bull market!!!
- Now, the co has a MCap of 2,000cr vs 10,000cr (when Ajay Singh (CEO) compared it to the MCap of #Indigo).
#Nifty #Nifty50

[AllAboutNAV @about_nav]

#Spicejet: Delays salary to sizable number of staff

- Slew of Equity rises, & Loan Conversions over 2yrs.
- Promoter stake @ 55% (in 2023) to 33.5% (now).

🟠Ajay Singh (year back): Co's MCap is only 10,000cr vs #Indigo @ 2lk crore. Lot of catch up to do🤐!!!!
#Nifty #GIFTNIFTY

[AllAboutNAV @about_nav]

@me_Jaynam_shah Don't think so. This is stock manipulation. Happened earlier with Kamdhenu Ventures (#KAMOPAINTS) too. Refer the chart attached.

[AllAboutNAV @about_nav]

Despite the recent volatility in #Silver prices, #Gold has been quite resilient (a bit off A-THs though).
- It makes for a curious case with most cryptos in free fall (#Bitcoin, #Ether...).

*Is this the beginning of the the end of a massive global experiment😕!?
#Nifty #Nifty50