Sandeep Sharma

Research analyst, long term investor and option trader.

[Tathvam-asi @tathvamasi6]

Indian athlets are creating wonders in China, but our pathetic media isn’t celebrating this success.

They are beating China in China.💪🏼💪🏼

Jyoti Gulia Wins Gold in 48KG boxing category.😍

[The Better India @thebetterindia]

Not Cricket. Not Badminton. Not Wrestling. This time, India's tricolour flew highest in gymnastics.

Hailing from Uttar Pradesh, young gymnast Harschit Damodharan has scripted history by winning gold in the Junior Men's Vault event at the Asian Artistic Gymnastics Championships, becoming part of India's first-ever gold-silver finish in the competition alongside Akshat Bajaj.

Just a day earlier, he had also helped India secure a historic team bronze.

After topping the qualification rounds, Harschit rose to the occasion when it mattered most.

Behind this achievement are years of relentless training, discipline, and the guidance of coaches who believed in his potential.

From the practice hall to the continental podium, his journey is a reminder that champions are built one leap, one landing, and one determined day at a time.

Congratulations, Harschit!

#HarschitDamodharan #Gymnastics #Gamechangers

[Harschit Damodharan, India gymnastics, Asian Artistic Gymnastics Championship]

[Sandeep Sharma @analystsandeep]

Unbelievable 😳

[Think Tank @corn_kt]

नेमार का शानदार किक, लियोन मेसी सिर्फ देखता रह गया असंभव सा गोल खा लिए।

यह गोल नहीं देखा तो #FIFA फुटबॉल का जलवा नहीं देखा ।

नेमार जब लय में हो तब क्या रोनाल्डो,क्या मेसी कोई नही टिकता सामने इस ब्राजील फुटबॉल के तूफान के सामने। 👁️⚽🥅

[Sandeep Sharma @analystsandeep]

👌

[Sumedh Shinde @sumedhcaddy]

Bollywood on Treadmill 😊

#sumedhshinde #mimicry

[Sandeep Sharma @analystsandeep]

😂

[THE GOSSIP QUEEN👸 @TheGossipQueeen]

"Mujhe pahle Pata tha ki vo kambakht mujhse achha likhta hai" 😂😂

Gulzar sahab shares a funny incident where an excited fan got confused & thought that he is Jawed Akhtar. 🤣

And The way he is sharing it as a poem , made it even more hilarious 😂

This whole conversation between Jawed Akhtar & Gulzar from the book launch of Jawed Sahab is pure Gold. Must watch ✨✨

[Sandeep Sharma @analystsandeep]

💯

[Piyush Chaudhry @piyushchaudhry]

One of the greatest aspects of a corrective Market is that it wears people out. They begin to lose their concentration and interest, as most come into Markets either for Thrill and Excitement or a quick way to make Money. Time, then, becomes the Market's most effective weapon, especially the unproductive Time. It drains out the enthusiasm, fades away any fake conviction, and slowly replaces the daily attention and routine with indifference to whatever is happening in Markets. How it proceeds then is: by the time the corrective phase creates an inflection point and a subsequent breakout, most participants are psychologically exhausted. Their capital may still be intact, but their focus is gone. And so, when the opportunity finally arrives, most are no longer there to recognise it.

[BJP @BJP4India]

India's biggest development challenge was never a lack of ambition. It was the politics of delay, disruption, and opposition.

▶️ The 𝐒𝐭𝐞𝐫𝐥𝐢𝐭𝐞 𝐂𝐨𝐩𝐩𝐞𝐫 𝐏𝐥𝐚𝐧𝐭, which once produced nearly 40% of India's refined copper, was shut down after sustained protests, turning India from a net exporter into a net importer of copper.
▶️ The 𝐒𝐚𝐫𝐝𝐚𝐫 𝐒𝐚𝐫𝐨𝐯𝐚𝐫 𝐃𝐚𝐦 faced decades of resistance before finally delivering water security, irrigation, electricity, and economic transformation across large parts of western India.
▶️ Today, the 𝐆𝐫𝐞𝐚𝐭 𝐍𝐢𝐜𝐨𝐛𝐚𝐫 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 faces similar opposition, despite its potential to strengthen trade, connectivity, and India's strategic presence near the Malacca Strait.

Watch how the stories of Sterlite, Narmada, and Great Nicobar reveal a recurring pattern: when critical infrastructure projects are stalled, the cost is borne by India's growth, self-reliance, and strategic interests. The real question is whether transformational projects will move forward — or remain trapped in a cycle of politics and obstruction. 👉

[Ishan Tanna 🇮🇳 @IshanTanna1]

What has changed in India in last 12 years.....

[Ajay Bagga @Ajay_Bagga]

On June 5th, the incorrect analysis is retracted.
Despite the RBI clarification, social media analysts were raising doubts on RBI gold holdings while going by the wirehouse's analysis.
This happens only in India.
I have met many nationalities in a career of four decades. National pride, patriotism is foremost.
Only in India, we first want to pull down our own country and put our belief in outsiders.
When I was an investor in a textile startup, this was starkly evident. A Chinese buying agent would give the Chinese suppliers a lot of leeway and go out of the way to favour Chinese producers . Indian buying agents would be the worst for Indian producers.
Have seen that in various formats.
Having worked with German and Japanese owned companies, this was very evident. The National pride was something that you could count on at every step.
Only in India we have mastered the pulling down of the Nation.
The same was the case here.
Despite RBI saying the Gold holdings are constant "as on date" there were doubts raised on what that meant, was RBI using old data and gold had been sold in May etc etc.
Now the "incorrect story" is retracted.
If this was China, the wirehouse would have been severely penalised.
We shrug off these anti India moves too lightly.
Be more proud of your country and its institutions.
We are a 20,000 year old civilisation and a young modern country that is progressing fast. Faster than all major economies of the world.
We are not perfect but neither are the others.
But their nationals are much more patriotic.
There is no apology from this media outlet which often publishes anti India narratives brazenly.

[Hardeep Singh Puri @HardeepSPuri]

Congratulations @OilIndiaLimited !

An ocean of energy opportunities reinforced in the Andaman Sea!
Very happy to report the presence of natural gas in Sri Vijayapuram-3 an exploratory well drilled by Oil India Ltd. 15 km off the east coast of the Andaman Islands at a water depth of 355 meters.
Initial production testing of the well at the depth of 1900 plus meters in the Eocene formation has established the presence of natural gas through continuous flaring.
Oil India is carrying out gas sampling to assess the composition & calorific value of gas and to carry out isotope studies to understand the genesis of the gas.
Under the Samudra Manthan Mission (National Deep Water Exploration Mission) announced by Hon’ble PM @narendramodi Ji on Independence Day 2025, large number of deepwater & Ultra deepwater exploration wells are planned in our offshore basins to fully exploit our hydrocarbon reserves.
Presence of hydrocarbon is now reported in 2(Two) wells out of 3 (Three) exploratory wells drilled by OIL in current exploratory campaign off Andaman Basin.
This presence of natural gas will help us in taking forward our exploration ambitions in coordination with global deepwater exploration experts like @petrobras, @TotalEnergies, @bp_india, @Shell, @exxonmobil and will be a significant milestone in our journey through Amrit Kaal!
@PMOIndia @PIB_India @PetroleumMin @mygovindia
#OilIndia #EnergySecurity #Exploration #NaturalGas #Andaman

[pugal @optionsstraderr]

Why Option buying got 5x tougher post Nov 2024 ?

My understanding

2022, 2023, 2024 = Anyone with skill made money in Option trading. Long straddles were flat/mild red. Long gamma had minor -ve edge but not really affects much if you r skillful and have discipline. Sellers with discipline made money. Buyers with skill and discipline made money

Everyday in 2024, Option sellers kept blaming system and eventually killed the Golden goose i.e daily expiry

After it was gone, the total opportunity reduced multifold for both buyers and sellers

But In late 2024, when 0 dte margin spiked, it created huge imbalance. Almost everyday from Dec 2024, option buyers started losing bcz sellers count in market depth reduced leaving IV>> RV

Since Option buyers are mostly newbies, most didnt realise the big -ve edge yet and -ve edge keeps getting compounded unlike the years 2022, 2023, 2024 where it keeps shifting

Now, Option sellers are struggling due to lack of opportunity due to 0 dte ban and STT impact and buyers couldnt sustain bcz of huge -ve edge present on the sytem as of now since Nov 2024 and STT rubs salt on the wounds

[Uday Kotak @udaykotak]

Google which is cash surplus, just announced an additional capital raise of $80 bn.
Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together.
It’s a wake up call to all companies to invest into the future, whatever the present maybe.
Now that IPL is done and dusted, time for India to focus on business of business.

[Naval @naval]

The new competition isn’t Humans vs AI. It’s Humans with AI vs everyone else.

[Technical Charts @Technicalchart1]

Manoj Madhusudhanan took a ₹1.86 crore home loan from ICICI Bank.

As collateral, he handed over his original property documents. Every homebuyer does this. You have no choice.

ICICI Bank sent those documents to their storage facility in Hyderabad via courier. Somewhere on that journey — Bangalore to Hyderabad — the documents vanished.

Gone. Originals. Irreplaceable.

When Manoj found out, ICICI Bank had one answer: it was the courier company's fault. Not ours.

He went to the Banking Ombudsman. They told ICICI to publish a public notice about the loss and pay him ₹25,000 for the trouble.

Twenty-five thousand rupees. For losing the original documents to a ₹1.86 crore property.

Manoj sent a legal notice. ICICI denied any mistake.

He went to the NCDRC.

The apex consumer court looked at the facts. The bank had taken custody of the documents. The bank had chosen the courier. The bank could not hand that liability to a third party and walk away.

ICICI Bank — India's second-largest private bank, ₹9 lakh crore in assets — was held liable. Ordered to obtain reconstructed certified copies, issue an indemnity bond, and pay ₹25 lakh in compensation.

One loan. One lost file. One bank that blamed the courier.

Save this — if your bank loses your original property documents, they cannot blame their courier agent. The documents were in their custody. The liability is theirs. File at your district consumer forum. The law is on your side.

(Source: Manoj Madhusudhanan vs. ICICI Bank Ltd. | NCDRC | LiveLaw, September 2023)

[Sandeep Sharma @analystsandeep]

@piyushchaudhry 💯

[Imtiaz Mahmood @ImtiazMadmood]

At this U.S. visit to China dinner banquet, the most eye-catching figure in the prime center seat between Musk and Cook was Lansi Technology founder Zhou Qunfei—from a rural factory girl to China's richest woman, with absolutely no background to rely on, building everything from scratch through her own grit. She was born in a small village in Hunan Province. At age 5, her mother passed away, and her father became disabled and blind from a work injury, leaving the family in dire poverty with nothing to their name. At 16, unable to afford school fees, she was forced to drop out and head to Guangdong to work in a factory, grinding glass on the assembly line—working days away during the day and furiously self-studying at night, earning certifications in accounting, computer operations, and other skills. That's how she spent a few years, until she scraped together 20,000 yuan from her wages, rallied eight relatives including her brother, sister, sister-in-law, and brother-in-law, and started a small workshop in Shenzhen doing watch glass processing. She handled machine repairs and sales runs single-handedly, grinding away like that for another four years.

By the 2000s, the mobile phone industry began booming on a massive scale. By a stroke of luck, her watch glass factory landed an order for TCL phone screens. She spotted the huge potential in the phone glass market and quickly founded Lansi Technology, specializing in the production, R&D, and sales of phone glass. At first, they only handled domestic phones and knockoffs, but everything changed when she went after a Motorola order—foreign companies had insanely strict quality standards. She bet nearly all her resources to meet Motorola's demands and snagged the V3 order, which sold over 100 million units worldwide, catapulting Lansi Technology straight to industry leadership. From there, she smoothly secured deals with Nokia, Samsung, and other foreign giants.

The pivotal turning point hit again in 2007, when Jobs unveiled the first iPhone, revolutionizing phones toward full-glass touchscreens. Jobs' obsessive craftsmanship demands left the whole world scrambling for a supplier that could meet them. Zhou Qunfei keenly sensed this was another massive opportunity, so she led her team in a three-month joint push with Apple engineers, breaking through key processes to mass-produce the first-generation iPhone glass panels. That locked in a long-term Apple contract, and soon after, nearly all Apple gear—from iPads to MacBooks—went to Lansi Technology for production. It also propelled Lansi to become the world's top player in touch glass panels.

That's why she got to sit next to Cook. But why was Musk right there beside her too?

After dominating global glass panels, Lansi Technology branched into more diverse smart devices, including car cockpits and robots. In autos, they've already locked in deals with 30 carmakers like Tesla, BMW, Mercedes, and Li Auto for windows, center consoles, and more. In robotics, they handle joints, sensors, and other components—areas with deep overlap in Musk's businesses.

A girl who dropped out at 15 with just a junior high diploma, emerging from rural Hunan to build an empire from nothing and become China's richest woman—forty years later, stepping into U.S.-China talks, seated between Musk and Cook. That's Zhou Qunfei's story.

- @hihongjie

[Kirubakaran Rajendran @kirubaakaran]

Why Modi Asked You Not to Buy Gold: The Real Story Behind the Headlines

Prime Minister Modi asked Indians to stop buying gold for a year. Government raised gold import duty from 6% to 15%. Gold prices in India tanked. Most people are wondering what just happened. Here is the full story:

Imagine your family budget. Every month money comes in through salary, goes out through groceries, fuel etc. If money going out is more than money coming in, your family is running a deficit. You either dip into savings or take a loan to cover the gap.

A country works exactly the same way. Money comes in through exports, IT services etc. Money goes out through imports of oil, gold, foreign education, and tourism abroad. When money going out is more than money coming in, the country runs a current account deficit, or CAD.

India's CAD widened to $13.2 billion. Why the sudden deterioration?

Ongoin Iran war pushed crude oil from around $70 to above $107 per barrel. India imports 85% of its oil. India's oil import bill jumped to $173 billion in FY26, a 111% increase. Every $10 rise in oil prices adds roughly $13 to $15 billion to India's import bill annually. Indian households started buying gold like crazy. Gold demand hit a record $25 billion, nearly double the previous year.

When India imports oil or gold, Indian buyers need to pay sellers in dollars. To get dollars, they sell rupees. The more rupees being sold for dollars, the weaker the rupee becomes. A weaker rupee makes imports more expensive. More expensive imports widen the CAD further. A wider CAD pressures the rupee more. This is a self reinforcing loop, and once it starts running, it is hard to stop.

The government cannot reduce oil imports. We need oil to run day today life of millions. But gold? We can technically live without Gold, at least for a year. India already has 34,600 tonnes of household gold worth $3.8 trillion. The RBI has 880 tonnes. Adding more gold to that pile does nothing productive for the economy. It just sits in lockers.

This is not anti gold policy. It is pro rupee policy, which is in your interest too. Because if the rupee crashes from 95 to 110, everything you need to live, fuel, food, medicines, school fees, foreign trips, all become 15% more expensive at one go.

[Sandeep Sharma @analystsandeep]

@blitzkreigm 💯

[kapil bishnoi @Kapil_Jyani_]

हम सब क्रिकेट क्रिकेट करते रह गए…

और हमारे एक क्लब के 11 लड़कों ने लीवरपूल को 6-0 से हरा दिया…!!

वो लीवरपूल जो क्लब फुटबॉल पर राज करता है…

और दूसरी तरफ़ हमारा Minerva Fc क्लब जिसके आधे से ज़्यादा लड़के पहली बार विदेश गए थे…

सेल्यूट है इन 11 लड़कों को और इनके कोच रणजीत बजाज को…!!!

[Aviator Anil Chopra @Chopsyturvey]

Hanuman Chalisa in English.
Interesting