☸️ 1manfund

Flaneuring @ System Trading, Biology, History
First & loudest voice : Dubai Realty top (26), Indian IT top (24), BTC top. 10+ yrs in Finance/Markets

[☸️ 1manfund @bvlldhist_]

First & loudest voice to call top in :

Dubai Real-estate (2026)
Indian IT
BTC

Also re-assured you AI wasn't a bubble

[☸️ 1manfund @bvlldhist_]

2025 Top

[☸️ 1manfund @bvlldhist_]

@EthanLevins2 Brazil just needs to stop the Coffee exports and the Cat Ladies of North America will riot like the French

[Bihari Man @BihariMan1]

SDM Rahul Sinha:
- Allegedly makes reels instead of focusing on official duties.
- Earns money from YouTube.
- Sells books on Flipkart and Amazon while serving as a government officer.

But when @khurpenchh exposed him with proper documents and evidence, his Instagram account was restricted in India instead!

Is this how accountability works in India?

[☸️ 1manfund @bvlldhist_]

@victorian_memo Good for the world

[☸️ 1manfund @bvlldhist_]

Yahoo should lose for Markets to breathe

[GURGAVIN @gurgavin]

FUTURES JUST OPENED

S&P 500 UP 0.5% 📈
NASDAQ 100 UP 0.7% 📈
DOW JONES UP 0.3% 📈

[☸️ 1manfund @bvlldhist_]

Apollo Microsystems :

This Telangana based company is now transitioned from Defense parts to Platforms of most types of ammunition and explosives platforms - Torpedoes to High Energy Rounds to Missiles

[☸️ 1manfund @bvlldhist_]

Apollo Microsystems

Transitioning from a component manufacturer to an integrated platform manufacturer

[☸️ 1manfund @bvlldhist_]

@JackRangaswami Bolsanaro would scuttle BRICS and together with Milei work to turn LatAm into US backyard

[☸️ 1manfund @bvlldhist_]

RaGa template in 2029 backed by DS

[BRICS News @BRICSinfo]

JUST IN: 🇧🇷 Flávio Bolsonaro officially rejects results of presidential election against Lula da Silva.

"It is impossible to recognize the election results… we will use our legal team, we will request the annulment of these elections."

[☸️ 1manfund @bvlldhist_]

Last week :

"Nifty bottoms this week or early next week with a sharp risk-on bounce (not a flat bounce)"

Today's bounce is flat. Breadth has recovered to 60% advances v/s declines but need more "urgency" with follow through to call a bottom. This looks like a wait-and-watch for trend action rather than trend defining

Most of the trading session still remains, so lets see how Market closes

[☸️ 1manfund @bvlldhist_]

Market Direction :

Looked at some internals that I track "below the hood"

Nifty bottoms this week or early next week with a sharp risk-on bounce (not a flat bounce) or this is part of a bigger corrective "rate regime reset" leg

This is all I can say at the moment

[☸️ 1manfund @bvlldhist_]

@krishnarama There is only player in the shadows : GLISCO

[☸️ 1manfund @bvlldhist_]

@zh454590 You saw what happened in 2024. Foreign powers dont want democracy to “weaken”

[☸️ 1manfund @bvlldhist_]

Lets agree

- Inflation is going to spike and remain high, across the basket : food, fuel
- Growth is going to slow
- Labor will be increasingly replaced by machines

This is what makes Lula win and would make RaGa win. So you choose the lesser evil, or you sit with 20 yrs of re-distribution, de-industrialization and caste driven politics by which time our demographic will be old and G2 will be entrenched as global Poles with AI, Robotics. It will mean a country that did not exploit its coal-bed methane, did not build a semiconductor cluster, did not build deep water ports, did not build power capacity, saddled with old people on welfare. An eternal vassal of larger powers

Stakes are too high to fuss over Ladki behen

[Rohan Sundar @skelegrow]

@bvlldhist_ No ladki behen is not our destiny this is extraordinarily bad policy concoted by the left to sabotage our economy

We need to figure out how to put the kaibosh on this horrendous policy and kill it with fire.

[☸️ 1manfund @bvlldhist_]

@SriniN123 I see the bread and circus of babas & laser light festivities in same light

[Srini @SriniN123]

@bvlldhist_ Ladki behen also allows the middle and upper middle class to earn near first world incomes in a labor market with a cute PCI of 3K USD. Without that you will have crime shooting through the roof. Ladki behen + unlimited IAS attempts keeps all revolution under control.

[Archeon1 @Archeon1234]

@bvlldhist_ Plus as discussed over the weekend the curde price right now is elevated due to cost of logistics and not the scarcity of the crude itself. Makes sense that crude oil derivatives are what will see higher prices now.

[☸️ 1manfund @bvlldhist_]

Shivraj Singh plan allowed BJP to pre-empt this and occupy the space on the Left

Better the Center-Left than the Loony Left. We need Mandate for Infra building to last 20 yrs

UBI is destiny. Ladki behen is our pilot

All these Liberarians will be less accurate than a coin-toss in predicting direction of their favorite Market exchange mechanisms, so are best ignored for their lack of real-world feedback

[bubble boi @bubbleboi]

With Lula winning the runoff in the Brazilian elections, I fear we might be seeing the start of an explosion of left wing populism winning elections all over the world.

I expect the rise of Mamdanistan & El-Sayed in Mishighani will lead to even more interest in this radical left ideology. It’s important we don’t just fight these at the polls in America but take the fight overseas as well before it comes here !

It’s time for the right to come together and fund the fight on the left overseas? And who better to lead and manage the funds for this fight than me? If your interested in getting involved reach out! We can take all the money we can get to fight these socialist ideas! There is no price too high to pay for your freedom!

[☸️ 1manfund @bvlldhist_]

@mi93079 I announce on all platforms, you may have missed it. Do check StockTwits

[☸️ 1manfund @bvlldhist_]

If you were on the call on Saturday, you heard how we are in early legs of a Commodity super-cycle (imagine betting against Brazil now)

JSW Steel, Adani Power, Hindustan Zinc gave 30% of incremental earnings growth in Quarterly results so far

Elevated energy prices and inflationary pressures are here to stay - just see who benefits from them

Indian steel demand: Q2 consumption +7% YoY; H1 +7.5%. FY27 domestic demand expected +7-8%. India is still a net importer of Finished Steel

[☸️ 1manfund @bvlldhist_]

COAL :

India holds the fourth-largest coal reserves in the world but we have a supply crunch and resulting power shortages like we saw in Gujarat (which needs more energy due to industry). Freight corridors to open supply bottlenecks are needed. Need more even, year long mining so prices don't fluctuate around prices of electricity

China mines over 90% of its coal consumption domestically even with Solar supplying most of its grid