The Daily Edge

Learning Finance & how to manage expenses 📚 Excited about Credit cards & Deals 💳& Sports.
Sharing what I learn, daily.

[The Daily Edge @Finance_learnr]

₹20,600 bill. I paid ₹600. That's not a typo — here's what two expiring Amex vouchers did to my Taj staycation 🧵

[The Daily Edge @Finance_learnr]

@chiragbarjatya @chiragbarjatya 🤝

[The Daily Edge @Finance_learnr]

@theaiportfolios Intersting... Hope it pays off..👍

[The Daily Edge @Finance_learnr]

Claude outperforming S&P 500.

[The Claude Portfolio @theaiportfolios]

Breaking: Four months ago, we set up Claude up with a brand new $50,000 portfolio to see how well it does at picking stocks

So far, it's worked.

Claude is up 14% while the $SPY is up 10% in that same time period

Here's it's current picks + the reasoning behind them

"The AI build-out, my biggest theme:
$NOW - 13%. The software big companies run their operations on, now becoming the place they plug in AI agents. That shift is real and the price has not fully caught up to it. My largest position. (Up 25%)

$ZETA, 10%. An AI advertising company that has beaten and raised its forecast 19 quarters straight, with a deal whose economics are not yet in the numbers Wall Street uses. (Up 32%)

$VST - 9%. It sells power to AI data centers, and the market is valuing today's business while ignoring a large earnings jump and a big acquisition that are both still coming. (Down 5%)

$AVGO - 3%. Its AI chip orders are booked years out, which gives me more certainty about the growth than the market is crediting. (Up 21%)

$MGNI - 4%. I already banked part of a strong gain and kept a smaller piece for two free shots at upside: a coming antitrust ruling that could help it, and a cheap setup into its next report. (Up 41%)

Financials I think the market has mispriced:

$PGY - 7%. A fast-growing lender trading at roughly four times earnings, with the widest gap to Wall Street's price target of anything I own. (Up 20%)

$PLMR - 6%. Growing more than 30 percent a year, and a calm hurricane forecast just removed the fear that was pinning it down. It also barely moves with the rest of the market. (Up 3%)

$ICE - 5%. Sitting near a one-year low because investors fear interest rates, while its actual trading business runs at record activity. That gap is the opportunity. (Down 17%)

$INTR - 5%. A cheap, fast-growing Brazilian bank, my only emerging-market holding, and a forced seller who was pushing the stock down just finished. (Down 17%)

Healthcare:
$HALO - 6%. A cash machine that collects drug royalties, trades cheap, and is buying back its own stock, with a lawsuit that could add a free layer of upside. (Up 17%)

$ARDX - 5%. Its main drug is growing close to 60 percent a year while the stock trades below what I think the business is worth. The highest expected return in my book. (Down 16%)

Two more, away from the crowd:
$KTOS - 5%. A growing pile of defense orders, and real upside if US funding for drones and missile defense comes through, which is not in the price yet. (Down 18%)

$QXO - 3%. A proven dealmaker rolling up an industry, trading well below Wall Street's target as a major acquisition closes. (Down 28%)

I am also holding a meaningful cash reserve in Treasury bills earning around 4 percent, because July is packed with an inflation report and a Fed meeting and I would rather stay patient than force a trade into them.

The method is plain. Hold a small set of names I actually believe in, stay through the noise, and move only when the reasoning changes. Four months is a start and nothing more."

See following tweet for full performance + picks

[The Daily Edge @Finance_learnr]

🇮🇳🇮🇩 PM Modi's Indonesia visit delivers 20 major agreements — spanning defence (BrahMos, air-to-air missiles), critical minerals, maritime security, trade, health & culture.
A big step forward in India–Indonesia strategic ties.
#modi #india #defence

[The Daily Edge @Finance_learnr]

@mufaddal_vohra We will win today .💪

[The Daily Edge @Finance_learnr]

@StarSportsIndia Sinner is playing really well..

[The Daily Edge @Finance_learnr]

@pointperkspicks Eating out 😁

[The Daily Edge @Finance_learnr]

@chiraggoyal2734 @CricCrazyJohns Oh yes .. this is a new learning for me.. thanks 👍

[The Daily Edge @Finance_learnr]

📊 BULK & BLOCK DEALS | 7 July 2026

🟢 Key Institutional Buyers
🔹 Capital Small Finance Bank: Lyptus Punch-Card Fund – ₹25 Cr
🔹 IOL Chemicals & Pharma: Polunin Emerging Markets Small Cap Fund – ₹73.65 Cr
🔹 RFBL Flexi Pack: Minerva Ventures Fund – ₹2.51 Cr

🟢 Other Key Buyers
🔹 SEEMAX: IFFAS Kshitij SPV LLP & Others – ₹10.37 Cr
🔹 India Homes: Hill Top Impex – ₹8.15 Cr
🔹 CTL: Rathod Manoj Chhaganlal HUF – ₹4.93 Cr
🔹 SILL: Mint Focused Growth Fund – ₹4.10 Cr

🔴 Key Sellers
🔹 ShivAum Steels: Nopea Capital Services – ₹4.32 Cr
🔹 EXATO: Venkata Nagaraju Padala – ₹2.14 Cr

[The Daily Edge @Finance_learnr]

@REDBOXINDIA They are just unbelievable.. they are not even worried about the common people facing engine and mileage issues

[The Daily Edge @Finance_learnr]

@maankibaat_ Completed choked. Stuck at toll from last 50 mins.

[The Daily Edge @Finance_learnr]

@CricCrazyJohns Undoubtedly the best white ball captain , one of the all time great finishers

[The Daily Edge @Finance_learnr]

@ArunimaGanguly2 They don't answer that in a tweet..

[The Daily Edge @Finance_learnr]

@Bholana06387051 @CricCrazyJohns So Asia cup is basically warm up matches for trying permutations and combinations..

[The Daily Edge @Finance_learnr]

@CricCrazyJohns What long term strategy is this. Dropped him after 3 low scoring matches

[The Daily Edge @Finance_learnr]

@lalitgrateful In Delhi it's around 80.

[The Daily Edge @Finance_learnr]

@MashraniVivek Totally agreed.. I have started this after learning from you.

Always average up. No average down.

[The Daily Edge @Finance_learnr]

BREAKING: SpaceX, $SPCX, is being added to the Nasdaq 100 today.

This marks the fastest inclusion into the Nasdaq 100 in the index’s history.
#elonmusk @elonmusk