ck070992

keep tweeting

[CMA Gurvinder Malhotra @cmagurvinder]

BLOCKBUSTER RESULTS

A THREAD 🧵

[Advait Arora @WealthEnrich]

🚗 Auto Components Space
72 listed Auto Component companies mapped by their primary speciality within the Indian auto components value chain:

#Stockstowatch

🛞 Tyres & Tyre Inputs:
MRF, Apollo Tyres, CEAT, JK Tyre & Industries, Balkrishna Industries, Goodyear India, Rajratan Global Wire

🔋 Batteries & Energy Storage:
Exide Industries, Amara Raja Energy & Mobility

⚙️ Bearings:
Schaeffler India, NRB Bearings, Menon Bearings
🔩 Forgings, Castings & Precision Machining:
Bharat Forge, Ramkrishna Forgings, Happy Forgings, MM Forgings, CIE Automotive India, Rolex Rings, Sansera Engineering, Craftsman Automation, Precision Camshafts, Alicon Castalloy, Rico Auto Industries, Sundaram-Clayton

🛠️ Transmission, Gears, Axles & Driveline:
Sona BLW Precision Forgings, Divgi TorqTransfer Systems, Carraro India, The Hi-Tech Gears, GNA Axles, Automotive Axles, LG Balakrishnan & Bros, RACL Geartech

🚘 Suspension, Steering, Braking & Chassis:
Endurance Technologies, Gabriel India, Jamna Auto Industries, JTEKT India, ASK Automotive, ZF Commercial Vehicle Control Systems India, Talbros Automotive Components, Kross, Frontier Springs

🔌 Electrical, Electronics & Instrumentation:
Bosch, Uno Minda, Minda Corporation, Pricol, India Nippon Electricals, Igarashi Motors India, Motherson Sumi Wiring India, Suprajit Engineering

💡 Lighting, Interiors & Exterior Systems:
Lumax Industries, Lumax Auto Technologies, Fiem Industries, Varroc Engineering, SJS Enterprises, Sandhar Technologies, NDR Auto Components, Bharat Seats, Jay Bharat Maruti, Munjal Auto Industries

🛞 Wheels, Exhaust, Cooling & Automotive Glass:
Steel Strips Wheels, Wheels India, Sharda Motor Industries, Banco Products (India), Federal-Mogul Goetze (India), Saint-Gobain Sekurit India

🪖 Vehicle Safety Accessories:
Studds Accessories

🌍 Diversified & Off-highway Components:
Samvardhana Motherson International, Tube Investments of India, JBM Auto, Uniparts India, Rane (Madras), Auto Corporation of Goa

This mapping is based on what I believe is each company’s strongest automotive capability. Several of these companies manufacture products across multiple categories, so the classification represents a best-fit primary business rather than their complete product portfolio.

[Swapnil Kommawar @KommawarSwapnil]

Water Theme Ecosystem 👇

Pumps → Pipes → Treatment → Desalination → Membranes/Chemicals → Wastewater → ZLD/Recycling

[Justin Banks @RealJGBanks]

I made over $1,000,000 in the Last AI Cycle

Do Not Miss this NEXT Rotation with leaders showing strength $SNDK $MU And $INTC again

My secret?

Having a watchlist for every major theme helps me spot rotations BEFORE the crowd.

Here is my Sector Rotation Watchlist.

Memory: $MU $SNDK $WDC $STX

Semis: $NVDA $AMD $ARM

Networking: $AVGO $MRVL $ALAB

Photonics: $AAOI $LITE $COHR $GLW

Power / Electrification: $CEG

Nuclear: $OKLO $SMR $NNE

Data Centers: $NBIS $APLD $IREN $CIFR $HUT

Software: $MSFT $ORCL

Defense: $PLTR $KTOS $AVAV

Drones: $ONDS $DPRO $UMAC

Robotics / Physical AI: $TSLA $SYM $OUST

Space: $RKLB $ASTS $LUNR $RDW

Quantum: $IONQ $QBTS

Fintech: $HOOD $SOFI

Copper: $FCX

Autonomous Flight: $JOBY

[Gnyanad Bhatt @Asset_Architect]

If you’re bullish on Pharma, this is the only tweet you need to bookmark for the next 3 years. 🚀

Macro Pharma Charts 👇🏻

[Gnyanad Bhatt @Asset_Architect]

🧵 I’m building the ultimate Q1 FY27 results thread.

Every day for next 60 days, I’ll add companies posting:
• Excellent quarterly numbers
• Strong price action
• Many of these may become 30–50%+ opportunities over the next few months.

📌 Bookmark this tweet. It’ll only get better with time.

[Mithun Sarkar @MithunSarkari]

Only 5 more days in Q1 FY27 left , Again i am posting the opportunities list, i hand picked these bunch of stocks based on future outlook and sectoral tail winds.
Do have a look and study them.
Few names may have missed .

Q4 FY26 Opportunities list updated till 25-6-2026 .

Aegis Log, Shadow fax,

Yatharth hospital, Jeena Sikho

Sterlite, Hfcl, Netweb
KRN heat, Aeroflex

Ather energy, Zelio, lumax tech, SJS,
Sedemac, Sansera, Sandhar tech,
Avalon, Divgi Torque,

Syrma, Aimtron, GNG Electronics,

Krishival foods,Vintage, Manorama,

Rubicon, Anuras, Shilpa med,
Senores, Sakar, KPL, Acutaas,
NGL Fine, FCL, Privi,

GEVernova, Hitachi Energy, BHEL,
TDpower, Yash HV, Atlanta electric, KSH Intl.,Vidya wires,
Deedev engg., Kirloskar oil,
JNK, Rrkabel, Vmarc,
Fujiyama,

John cockerill, Lloyd metals,Sanghvi movers, Monolith, Refex,

CPPlus, Cupid, V2 retail,

Apollo micro, Ideaforge, Mtar, Rossel Techsys,

NPST , cartrade, Rate gain,

Bse, Nam India

Au small, Maha bk,
SgFinserv, Capri global, Paisalo,
Suryoday, Ujjivan , Satin, Spandana

Cemindia,

No buy/ sell recommendations , only for studying , selected based on mgmt concall and future outlook.

Do Study and
comment if u have more than 5 from here.

Will Update again after Q1 updates Coming soon .

Stay alert , stay informed.

[Mithun Sarkar @MithunSarkari]

The new Oportunity list :
Q1, FY27

Only for study and observation purpose .
No buy/ sell recommendations.

I have taken some inputs and added sector, key triggers and guidance .

Please find below .
https://t.co/gzs3pqGkxa

[Justin Banks @RealJGBanks]

Millionaires and Millions will be made following the AI Buildout

Remember and follow this as we grow your account to retirement the next 5-10 Years.

The roadmap happens in phases:

2026–2027: Build the AI Stack

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC

Memory: $MU $SNDK $WDC

Photonics: $GLW $LITE $NVTS

Networking & Connectivity: $ANET $QCOM

Infrastructure: $SMCI $DELL $NBIS

Data Centers: $IREN $APLD

Electrical Equipment: $POWL

2028–2030: Build the Power

Grid: $ETN $PWR

Power Producers: $CEG

Electrification: $GEV $TE

On-Site Power: $BE

Copper: $FCX

Rare Earths: $MP $USAR

Nuclear: $UUUU $SMR $OKLO

Cybersecurity: $CRWD

AI Applications: $PLTR $SNOW

2030+: Build the Future

Robotics: $TSLA $SERV $SYM

Autonomy: $ACHR $JOBY

Drones: $AVAV $KTOS $ONDS $RCAT

Defense: $LMT

Space: $RKLB $ASTS $LUNR

Quantum: $IONQ $QBTS $RGTI

We will be positioned early together before sector rotations happen.

[Mithun Sarkar @MithunSarkari]

Q4 FY26 Opportunities list updated till 14-6-2026 .

Yatharth hospital, Dee dev engg.,
Krishival foods, NPST , Rubicon
Jeena Sikho, lumax tech, Zelio,
CPPlus, V2 retail, Vintage,
John cockerill, Sedemac, Rate gain,
KSH Intl., Anuras, Hitachi Energy, BHEL, Shilpa med, Sanghvi movers, Divgi Torque, Aimtron, Kirloskar oil, Monolith, Refex, JNK, Cupid, Syrma, Sansera, GEVernova,
NGL Fine, Sandhar
Apollo micro, FCL, Sakar, KPL, Fujiyama, Tdpower, Shadow fax, Senores, KRN heat, Vidya wires, Ideaforge, Mtar, Rossel Techsys, Privi, Manorama, yash hv,
Atlanta electric, Paisalo, Vmarc
Suryoday, Ujjivan , Satin, Spandana
Lloyd metals, cartrade, Avalon
SJS, Bse, Aeroflex
GNG Electronics, Nam India
Sterlite/ Hfcl, Acutaas, Netweb
Maha bk, Rrkabel, Cemindia,
Au small, Ather energy, Capri global
SgFinserv

No buy/ sell recommendations , only for studying , selected based on mgmt concall and future outlook.

Do Study and
comment if u have more than 5 from here.

[Mithun Sarkar @MithunSarkari]

My Hand Picked Auto/ Auto Ancillary stocks must study , some special triggers are there ij each .
Most of them i have covered with detailed threads.
No buy/ sell recommendation only for studying purpose :

1. Sansera
2. SJS
3. Bharat Forge
4. Divgi Torq
5. Sedemac
6. Sandhar Tech
7. Cartrade ( platform biz)
8. Tennind
9. Ather Energy
10. Olectra
11. M&M
12. Wheels India
13. RACL Gear
14. Jay Bharat Maruti
15. Lumax Tech
16. Zelio

Many names may have missed, you can comment below .
Please study and tell if you found some thing interesting 💡

[Akshat Shrivastava @Akshat_World]

At 3Cr, your life changes dramatically.

1) Setup a tax base abroad. Move your liquid money. And, start paying 0% capital gains.

2) This move comes with frictions. Setting up a tax base, paying money upfront, 250K LRS etc whatnot.

Most people give up here.
And, accept their fate.

But: if you power through this phase, new opportunities open up like never before.

3) Example: if you have a UAE tax base. You can easily invest across: US equities, derivatives, SEA equities, you name it.

It takes 1 min to move 1Mn$, legally. Friction is 0.

4) No nonsense of dealing with currency depreciation, unreliable laws, filing 100 forms for every little move.

You can focus your mental energy growing your wealth. Not on compliances.

5) On top of this: new income streams open up. For eg. Wheel strategy -- you sell Puts 15% OTM. Once you get the stocks, you sell call 15% OTM.

This is a solid active investing strategy with 0% tax.

****
Is the pain worth it? 100% yes. Numbers prove it.

3CR.
Let's say this grows at 13% with 0% capital gains.

₹3 Cr × (1.13)^30 = ₹3 Cr × 39.12 = ₹117.36 Cr
Total gain = ₹114.36 Cr

If you pay 12.5% (and other BS taxes), you will end up paying: 14.30Cr for a passive investment strategy.

If you undertake active investing, this number would be much higher.

Now you decide if paying X lakhs/year as the setup fee is worth it.

****

No Indian fund manager/CA will tell you this. Because if they tell you this, you will leave them & the system, lol 😅

[Mithun Sarkar @MithunSarkari]

Logistics : Top 4 🚀🚀🚀🚀

Shadowfax
Aegis
Delhivery
Afcom

Today Delhivery broke out 🔥🚀
But charts I dont care , if the biz is on right track , charts will form 💡
👉
and if the biz is shaky(dama dol) breakouts will fail .

Focus on biz .

[Sahil Pahwa @Sahilpahwa09]

#NIFTY
Once price breaks above this congestion zone, we may see a quick move on the upside!!

If the breakout is sustained, the index could continue higher and complete the expected D wave near the triangle Top!!

As always, let the breakout confirm before expecting the next leg up!!!

[Prashanth Kini @AstroPrashanth9]

Stock Market big crash will happen in 2028...!!
Before the crash Stock Market will make new highs...!!
Before the crash NIFTY50 will cross 30000 points...!!

[ck070992 @ck07091992]

@RamaPrasadNayak Can you please share the analysis for Nifty smallcap index?

[ck070992 @ck07091992]

@AstroRaining Rahu sitting in 2nd?

[Varun | NSE and BSE @iamdvarun]

Simple Query ra screener lo

Market Capitalization > 1000 AND
YOY Quarterly sales growth > 10% AND
YOY Quarterly profit growth > 10% AND
Return over 1year > 20% AND
Debt to equity < 1 AND
Return on equity > 15%

You will find good stocks. Research them

[Intrinsic Compounding @soicfinance]

Scan match is an epic feature on @stockscansin

Stocks that appear in both Fundamental and Technical screens surface here.

E.g., a stock showing up across 7 different scans makes the list.

Helps to filter businesses with strong fundamentals and technicals.

https://t.co/o6aqSLP3Aw

[Marcos Milla @MarcosMillaYT]

10 Best ETFs with INSANE UPSIDE... (Sleepers Only)

1) $DRAM
2) $AGIX
3) $CHPX
4) $TCAI
5) $AOTG
6) $KOID
7) $HUMN
8) $QTUM
9) $XNTK
10) $CHAT