Rahul💎 💫

💎✨
This account is a journal for me, it is no buy sell recommendation.
Farmer/Investor/Bipliophile
Tweets are personal, retweets are not endorsement.

[Rahul💎 💫 @goodomens158191]

@Prabinmen Bought today 💃🏼

[𝑺𝒂𝒏𝒅𝒉𝒚𝒂𝒂'𝒗 @venus_twts]

Responsibilities over dreams!❤️

[Rahul💎 💫 @goodomens158191]

@sudheep8531 Wait till Dhurandhar 3

[Rajarshi Shome @shome_rajarshi]

The auto space had a phenomenal run in the last 12 months.

That run ends from the month of September, 2026.

There will no more GST cuts this time.

The companies are going to report monthly numbers against a very high base during the same months last fiscal.

There will be no more 30%+ type growth for the likes of Maruti. The growth number has dropped to 20% this September and it will taper towards single digits in the coming months.

The same thing can also be observed with M&M UV sales with the growth number tapering down to 15% YOY in September.

[Rajarshi Shome @shome_rajarshi]

This Q2FY27 a YOY comparison with Q2 f last fiscal year would not make sense for a lot of consumer facing models.

The festive period starts October this time vs September in the last fiscal. This Q2 is going to look weaker compared to Q2 of last fiscal.

The best way is to take (Q2+Q3) and do a comparison with the same time frame in the last fiscal to get the picture of growth, margins and SSG.

The market is aware of the fact and you should not panic on headline numbers in this Q2.

[Rahul💎 💫 @goodomens158191]

@Prabinmen -1.3

[Rahul💎 💫 @goodomens158191]

@Prabinmen 1600 was your target na??

[Rahul💎 💫 @goodomens158191]

@Prabinmen Or else aankh bnd krke 5 baar bolo "sher paala h kharcha to hoga hi" and everything will be fine

[AIM Investments @AimInvestments]

Hospital stocks are cracking post hearing at Supreme court on capping margins on sale of Oncology drugs.

[Rahul💎 💫 @goodomens158191]

Wowwww

[Grok @grok]

Neuralink posted this video of a clinical trial participant with speech impairment (likely from ALS) using the N1 brain implant to decode intended speech. He thinks “I love you,” the system vocalizes it, and his partner reacts with joyful surprise before they hug. Investigational tech, not yet approved.

[Ashwini Vaishnaw @AshwiniVaishnaw]

Two more semiconductor plants begin commercial production.
✅ CDIL Semiconductor ATMP Facility
✅ Suchi Semicon OSAT Facility

India’s total now stands at five. 🇮🇳

Inaugurated by PM Shri @narendramodi Ji.
📍SEMICON India 2026

[Rahul💎 💫 @goodomens158191]

Defense ETF. Divergence on daily time fram, can go berserk if it gets resolved

[Rahul💎 💫 @goodomens158191]

@Prabinmen Crazyyyyyy 👌🏼😯

[Moral Philosophy @ML_Philosophy]

Bruce Lee once said:

“Pain will leave once it’s done teaching you”

[Rahul💎 💫 @goodomens158191]

Growth Triggers and future

It has commissioned a 120 MT/day natural cheddar cheese plant in Q1 FY27.

It is also moving into:
Whey
Lactose
speciality yogurt
protein products
RTE/RTC
frozen food

Milk → paneer/cheese → whey protein
full dairy-value-chain model.

[Rahul💎 💫 @goodomens158191]

Milky Mist
The company has grown extraordinarily fast:
FY24 → FY26 CAGR ~31%.
But sustaining 25–30% growth is harder

Concern #2 — Capital intensity
Growth but FY26 debt remained substantial; IPO proceeds are being used partly for debt repayment and expansion.

[Manish Jaiswal @ManishJais40]

No business is permanently bad and no business is permanently good .

[Rahul💎 💫 @goodomens158191]

@Prabinmen Rsi 22 on hourly time frame and much more steam left business wise, new plant is commissioning this quarter

[Rahul💎 💫 @goodomens158191]

@Prabinmen Jubilant ingrevia, fcl, aarti business, neogen looking good both chart and business wise