Satyam, CFTe

The front page of the markets.
Real-time ideas, conversation and sentiment.

[Satyam, CFTe @fin_satyam]

Hindenburg Report Vs Adani Group of Stocks so far 😂
#Adani #AdaniEnterprises #AdaniFPO #StockMarket #StockMarketindia #HindenburgReport

[Satyam, CFTe @fin_satyam]

Vedanta Q2 results

• Net Profit (PAT): Surged 78% YoY to ₹6,202 cr.
• Revenue from Operations: Increased 57% YoY to ₹26,356 cr
• EBITDA: More than doubled by 106% YoY to ₹9,938 cr.
• Net Debt: Reduced by ₹4,624 cr.

**Declared dividend of ₹5 per share

@fin_satyam

[Satyam, CFTe @fin_satyam]

HDFC bank investors throughout this year 😳

@fin_satyam

[Satyam, CFTe @fin_satyam]

Meta’s Muse tops 10 million users as Zuckerberg turns to monetise the AI agent

Meta CEO said Muse has "clear product-market fit" and the social media giant is now focused on scaling the AI agent and optimising its compute costs before rolling out to a billion users.
@fin_satyam

[Satyam, CFTe @fin_satyam]

LinkedIn announced a global workforce reduction of approximately 5%, cutting roughly 875 to over 1,400 positions across engineering, product, marketing, and global business operations

@fin_satyam

[Satyam, CFTe @fin_satyam]

Retail Investors right now 😂
@fin_satyam

[Satyam, CFTe @fin_satyam]

Eternal to launch privacy-focused AI assistant https://t.co/MszRXcdy6o targets global rollout this year

Founder Deepinder says the platform will use fine-tuned open-weight models and end-to-end encryption,enterprises and governments concerned about data privacy
@fin_satyam

[Satyam, CFTe @fin_satyam]

Info Edge (India) Limited (parent company of https://t.co/yYFtBecA2v) reported its Q2 FY27

Consolidated Net Profit: ₹480 crore
Standalone PAT: ₹333.9 crore for Q2FY27
Revenue : Q2 revenue grew by 12.8%
**Declared an interim dividend of ₹3 per share
@fin_satyam

[Satyam, CFTe @fin_satyam]

Bajaj Auto Q2 FY 27 results today

Net profit rose 35.2% yoy to ₹3,354 cr
Revenue climbed 34.1% to ₹20,003 cr

Total Vehicle Sales: Increased 20% year-on-year to 15,48,884 units.
Exports: Surged 41% year-on-year to 7,78,528 units.
@fin_satyam

[Satyam, CFTe @fin_satyam]

🚨 Zoho’s Sridhar Vembu calls AI a potential bubble,

Saying the company will avoid major AI infrastructure investments for now.

[Satyam, CFTe @fin_satyam]

Coca-Cola India bottler likely to file DRHP this week for $1 billion IPO

HCCH likely to file DRHP for an IPO this week.
IPO size estimated around $1 billion for a stake sale.
Listing aims to complete the refranchising of HCCH.
HCCH likely to file DRHP for an IPO this week.

[Satyam, CFTe @fin_satyam]

The safest way right now is for investors and traders to wait and watch until the VIX goes lower.

[Satyam, CFTe @fin_satyam]

January: "My portfolio turns green this year."

Me in October:

[Satyam, CFTe @fin_satyam]

Samsung Electronics reported Q3 2026 result

Samsung projected a record-breaking operating profit of approximately $80.17 billionand record quarterly revenue of roughly $140+ billion, driven by high demand for AI memory chips.

[Satyam, CFTe @fin_satyam]

Anthropic Claude’s IPO decide the fate of the entire AI industry? 😂

Wall Street is soon to discover is AI boom is just a bubble or not .

Even generate profits according to it's valuation $1.5 trillion 1/3 of **India GDP

India using AI for discover Baba ji 😂😂

[Satyam, CFTe @fin_satyam]

Anthropic ( cluade AI ) Financial results H1 26

Revenue: Reached $16.8 billion

**Net Loss: Totaled $80.7 billion

Cash: About $72 billion

Compute & Infrastructure Spending: Reached nearly $9 billion

Upcoming IPO Nov2026, with valuations $1.5 trillion.

@fin_satyam

[Satyam, CFTe @fin_satyam]

Telecom expects 15% tariff price hike in December (Reports )

Focus stock :- Bharti Airtel.

Industry Context: ROCE in the telecom sector sits around 10% (Airtel at 11% and Jio at 8%), remaining below the cost of capital and driving the need for tariff repair.

@fin_satyam

[Satyam, CFTe @fin_satyam]

HDFC Bank probe finds that senior executives leaked secrets

HDFC Bank probe finds two executives leaked secrets.

Executives disclosed confidential business strategies.

Internal review comes amid upcoming leadership changes.

@fin_satyam

[Satyam, CFTe @fin_satyam]

Gold falls over 1% as oil prices fuel inflation concerns

MCX Gold Nears Rs 1,42,900

Silver Price Down 2% today

Metal prices edged lower as investors awaited fresh signals on US interest rates

@fin_satyam

[Satyam, CFTe @fin_satyam]

Today Cash Market: FII DII Data

Net FII buy : 887.65 Cr.

Net DII buy : 3,235.36 Cr.

@fin_satyam

[Satyam, CFTe @fin_satyam]

Infosys Q2 results

Net Profit: Rose 6% YoY to ₹7,823 cr

Revenue : Increased 11% YoY to ₹49,244 cr

Operating Profit & Margins: EBIT grew 10.4% YoY to ₹10,330 cr

*Interim Dividend: ₹26 per share. Record date is November 3, 2026 .

@fin_satyam