Harihara Subramanian

chartered accountant '21| part time stock market trader

[Rohit @heyrohitai]

INSTEAD OF WATCHING AN HOUR OF NETFLIX TONIGHT.

This 60-minute Cambridge lecture by Demis Hassabis will teach you more about the future of AI than most people will learn in the next 5 years.

Bookmark it and give it an hour, no matter what.

[Harihara Subramanian @GoateeeeftwxD]

@SMFdata SMF

[Prem Soni @ValueWithPrem]

India may already be sitting on the solution to rupee depreciation.

Not in RBI reserves.
Not in Silicon Valley.

It’s just a simple tech upgrade to a 5000 year old gold supply chain.

Almost nobody sees this yet 👇🏻

[Deedy @deedydas]

Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock”

But he reveals he hasn’t backtested the idea.
So we did.

In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

[Kapil Sibal @KapilSibal]

Tamil Nadu

Governors are agents of BJP

They maul the constitution to serve BJP’s interests

Call Vijay (leader of single largest
party)

Swear him in as CM

Let him prove his majority on the floor of the House

No post poll alliance in majority

Sarkaria Commission

Settled law

But who listens !

[Nayini Anurag Reddy @NAR_Handle]

South India controlled its population.
South India educated its women.
South India built its hospitals.
South India industrialised.
South India pays more into the national treasury than it receives back.

By every metric of responsible governance, South India did everything right.

And Bill No. 107 of 2026 is the result.
• Fewer seats in Parliament.
• No constitutional protection in the Bill’s text.
• Boundaries redrawn by a Commission with no Southern representation.

If following the rules, building your state, controlling your population and paying your taxes leads to THIS. What exactly are we teaching the next generation of states about what India rewards?

(7/8)

[RS Trading @RealRSTrading]

Don't Miss This #StockOptions Trade!!

Risk only : 4K-5K
Expected Profit is : 15K-30K

Who will #Like & #Repost Will Share with them Only!
https://t.co/AyEmBV814p

[RS Trading @RealRSTrading]

SENSEX #HEROZERO Trade Forming!

Can be 2X, 3X, 4X

Should we Post!

Do #Like #Repost to get this trade!

[RS Trading @RealRSTrading]

Don't Miss This Trade!!

Risk only : 3K-4K
Expected Profit is : 15K-25K

Who will #Like & #Repost Will Share with them Only!

[RS Trading @RealRSTrading]

Our Last Trade Becomes #Jackpot!
Now one More Trade is Forming!

Risk : 3K-4K
Expected Profit : 20K-30K

Do you Guys Want?? Tell me in comments.
Do #Like & #Repost will Share with them!
https://t.co/AyEmBV8yTX

[DIXIT AGGARWAL @Dixitagg]

TURNAROUNDS ARE OUR DNA:MURUGAPPA GROUP

1. Shanthi Gears Ltd

In 2012, Tube Investments of India Ltd (Murugappa Group) acquired Shanthi Gears Ltd by purchasing ~44% promoter stake followed by an open offer.

At Acquisition (FY2012):

•Revenue: ~₹180 crore
•Net Profit: ~₹28 crore
•Debt: Nil / Debt-free

Now (FY2025–26 trend):

•Revenue: ~₹600 crore range
•Net Profit: ~₹90–100 crore annual run-rate
•Debt: Strong balance sheet

2. CG Power and Industrial Solutions Ltd

In 2020, Tube Investments of India Ltd acquired CG Power and Industrial Solutions Ltd through the IBC (insolvency) process.

At Acquisition (FY2020 – Insolvency phase):
•Revenue: ~₹5,000 crore
•Net Loss: ~₹2,000+ crore
•Debt: Heavy and stressed

Now (FY2025–26 trend):
•Revenue: ~₹11,000–12,000 crore range
•Net Profit: ~₹950–1,000 crore annual run-rate
•Debt: Significantly reduced

→ Turnaround from insolvency to a ~₹1,000 crore profit company in ~5–6 years.

3. NACL

In 2025, Coromandel International Ltd (Murugappa Group) acquired a majority stake in NACL Industries Ltd by purchasing promoter stake followed by an open offer.

At Acquisition (FY2025)
•Revenue: ~₹1,100-₹1200 crore range
•Net Loss: ~₹100-₹120 crore range
•Debt: Moderate leverage

-Is another turnaround lining up in NACL?
-Will @Murugappa_Group again prove their metal ?

Disc - No Recommendations

#stockmarketnews #Stocks #cgpower #shanthigear

@Murugappa_Group @MM_Murugappan @CGPowerUpdates

[Vivek Singh(SEBI Registered RA) @ViveKSingh_DC]

Here’s a sharper, high-engagement version for X 👇

🚨 One long-term stock from the Semiconductor space is looking attractive at current levels.

Strong structure.
Favorable risk–reward.
Positioning building quietly. 📊
Want the name?
👉 Repost
👉 Comment “SEMICONDUCTOR”
👉 Must follow @Viveksingh_DC

I’ll DM the stock name. 🔥

[Harihara Subramanian @GoateeeeftwxD]

@ViveKSingh_DC SEMICONDUCTOR

[Rohit Ghumare @ghumare64]

Instead of watching a movie, learn claude in 60 minutes

[Harihara Subramanian @GoateeeeftwxD]

@SMFdata Data centre

[Rakesh Das @Rakesh_Invest]

𝐃𝐞𝐜𝐜𝐚𝐧 𝐆𝐨𝐥𝐝 𝐌𝐢𝐧𝐞𝐬 𝐋𝐭𝐝
India’s First Listed Gold Miner with Global Exploration Assets

Deccan Gold Mines Ltd: ~₹125–150 CMP, India’s first and only listed pure-play gold exploration and mining company, transitioning into a multi-asset, multi-geography gold producer

Dr. Hanuma Prasad Modali (Managing Director), a geologist with over three decades of experience, has led DGML’s transformation from a domestic explorer to a global mining platform with operating and development-stage assets across multiple jurisdictions

The company recently concluded a ₹314.70 crore Rights Issue in Dec 2025, the proceeds of which were deployed to fully extinguish debt and fund project commissioning, attracting institutional and HNI interest including investors such as MK Ventures (Madhu Kela) and Abakkus

DGML benefits from strong strategic lineage, having been originally established by Australian promoters and now operating within a broader global ecosystem with links to the SUN Group (Khemka family), providing access to international mining concessions and capital

Key business characteristics:
• Transitioning into an advanced-stage gold producer, with its flagship Jonnagiri Gold Project in Andhra Pradesh moving into commercial production following successful trial runs in late 2025
• Diversified global mining footprint with assets in Kyrgyzstan (Altyn Tor), Finland (Kalevala Gold), Tanzania, and Mozambique, positioning DGML among the very few Indian-listed companies with international gold and mineral operations
• Altyn Tor Gold Project in Kyrgyzstan entering pre-commissioning trials as of Jan 2026, targeting initial processing of ~20,000–30,000 tonnes of ore at an average grade exceeding 1.0 g/t
• Strategic diversification into critical and future-facing minerals, with recently secured lithium blocks in Tanzania and nickel–copper–PGE projects in Mozambique, aligning with global EV and energy transition supply chains
• Strong domestic resource base with legacy exploration assets including the Ganajur Gold Project in Karnataka and the Hutti–Maski belt, among India’s most significant identified gold resource regions
• Integrated exploration and development capability supported by an in-house team of geologists and geophysicists utilizing advanced airborne surveys, IP/EM techniques, and modern resource modeling
• Significantly strengthened balance sheet following complete debt elimination as of Jan 2026, providing financial flexibility for capital-intensive mine development and scale-up.

[idlyboy.eth @idlyboy_]

(1/13) @matchaxyz is a clean DEX aggregator frontend, but some UX misses stand out and drives frustration/churn. In this thread, I teardown the landing → swap flow on the web app (I don't have access to user analytics data/funnels, so I might be wrong about some callouts).

[DSK @JustDSK]

If we get Semenyo, it’s giving Mahrez vibes, where we can win everything but getting him gives us more of a chance. Understandable as much as Doku and Savinho, Bobb, are good, they all lack the G/A threat which Semenyo can provide daily. Once it clicks for Doku. It’s over.

[Ashish Nanda @Ashish1Nanda]

Next years exchange holiday list -

6 Tuesdays, 2 Mondays, 5 Fridays and 2 Thursdays. Zero Wednesdays.

7 long weekends. 8 longer weekends if you can take a day off.

The big one is 26th March to 5th April. Take 5 days off and enjoy a 11 day vacation.

Working is important. But equally necessary is to take a break.

So plan.

#NSE #BSE #ExchangeHolidays