Kaushal Gandhi

Trader | Investor | Views Personal | Not Recommendations

[Ravi Ranjan Singh 🇮🇳 @RaviRanjanIn]

Assam CM @himantabiswa knows how to cook Rahul Gandhi 🤣🤣
He bombarding truth ans casually Telling “usme bhi minority”🤣🤣🤣
Himanta means Real Roaster 🔥🔥

[IndiaToday @IndiaToday]

Have we misread Rahul Gandhi’s politics, as he recasts himself from dynast to anti-establishment challenger while portraying Modi as the new establishment?

Watch as @RajatSethi86 responds.

#RahulGandhi #Congress #IndianPolitics #BJP #Opposition #NewsToday | @sardesairajdeep @ashutosh83B

[Kaushal Gandhi @kaushal_g]

@ChiragR31538873 Bse

[Anand Ranganathan @ARanganathan72]

Hindus should not harbour anger against Muslims even if the latter want to destroy and kill us all. We should face death bravely. If Muslims established their rule after killing all Hindus, we would be ushering in a new India. - Mahatma Gandhi

Wishing you a happy Gandhi Jayanti.

[Kaizen 黒 @NextGenAi5]

A fired Goldman Sachs quant trader taught me everything in a single conversation

He said: “We don’t do predictions. We only buy contracts where the price deviation exceeds 6%.”

It’s just that simple
That’s the desk operation for a $2 million annual salary
I fed his explanation and 5 GitHub repos into Claude, and Claude built a scanner. It processes over 400 markets every hour

This scanner can find those contracts priced in the 7-19c range, with true probabilities between 60-90%
At these entry points, you need a win rate of 1/4
And this bot’s win rate is 81%

Three months later:
From $2,000 to $8,191
99 trades, Sharpe ratio 2.30

A few cases:
ETH Merge upgrade - market 72c, true probability 88%, +19c
SOL breaks $200 - market 44c, true probability 81%, +15c
Florida hurricane cat3+ - market 81c, true probability 92%, +7c
Wheat breaks $800 - market 53c, true probability 68%, +20c

All of these were found by the scanner, and all were profitable
He looked at my terminal last week
He said: “This is what we do with $800M, 47-person team.”
And my current setup costs $25 per month
Claude - $20
VPS - $5
Repos - free
API - free

Now there are 8 agents running 24/7:
velvet_void +$697
nano_alpha +$541
ratking_eth +$407
darkpool_7 +$356
His fund returned 19% last year
And my setup returned 409% in three months

The real edge was never any secret—it’s just always been expensive, until now

70% win rate, 7 wallets copytrading rn from ~500 monitored, bot never paused, never gambling, just math and profit

Giving This Free for 24 hours. To get it:

1. Comment the word 'CLAUDE'
2. Like and Retweet this post
3. Follow me @NextGenAi5 (so i can DM you)

[Kaushal Gandhi @kaushal_g]

@NextGenAi5 Claude

[Stoic Trader @StoicTA]

I'm going to say something that most of trading Twitter will hate me for, and I genuinely do not care anymore.

if you are a beginner trader, the single best thing you can do right now is close this app, close YouTube, and stop trying to learn technical analysis

not "learn less" stop completely

every hour you spend watching someone draw lines on a chart is an hour you could have spent placing a trade and actually learning what it feels like to have money on the line

the screen time is making you worse, not better

more knowledge does not equal more profit, it equals more hesitation

trading has two buttons, buy and sell
your only job is to press one of them, manage the risk, and learn from what happens next

that's the whole game

but that message doesn't make anyone money, so instead you get ICT concepts repackaged twelve different ways, prop firm affiliates telling you evals are "tuition," and influencers who make more from your confusion than they've ever made from a single trade

so here's my new policy

if your account exists to promote ICT, shill prop firm evals, or spray affiliate links everywhere, you're getting blocked on sight

I'm done pretending that stuff is harmless

it's not harmless, it's an industry built on keeping beginners trapped in a cycle of paying and losing

Stop learning and start doing

The chart is free!

The lessons are in the execution, not the education.

[WINTRACK INC @wintrackinc]

This post is from a Chinese factory seller’s social media.

Shocked to see Indian D2C brand fully produced and packaged in China, yet sold with “Made in India” branding.

Patriotism on the box.
China inside the box.

Indian D2C marketing in one picture.

This is how customers are really fooled.

#wintrackinc #indiad2c #d2cbrands

[Anand Ranganathan @ARanganathan72]

India has scripted history.

Biochemistry, the crème de la crème of the sciences, whose discoveries are adorned with 56 Nobel Prizes, whose portals are illuminated by Indian giants like Khorana and Subbarow, has today officially welcomed a student who scored minus 8 out of 800.

[Nitesh Rane @NiteshNRane]

राष्ट्रनिर्माणाच्या प्रवासात चालणाऱ्या राष्ट्रीय स्वयंसेवक संघाचे हिंदुत्वाबद्दलचे विचार म्हणजे जीवन जगण्याची पद्धत आहे.

@bolbhidu
#हिंदुराष्ट्र #मुलाखत #बोलभिडू

[Nitesh Rane @NiteshNRane]

"कैसे हराया" पेक्षा "कैसे पाकिस्तान भगाया" म्हणत त्यांना त्यांच्या अब्बाकडे पाठवू....

@bolbhidu
#हिंदुराष्ट्र #मुलाखत #बोलभिडू

[Sonia Shenoy @_soniashenoy]

If you are a retail investor and missed out on the silver trade completely, you are not alone.

Infact, most fund managers, PMS managers I speak to have missed out on the silver rally completely.

There is a left out feeling which many of them find hard to accept and articulate.

Fund managers with 20, 30 years of experience could not see this silver surge coming. ( there are some outliers though)

The fact is that the market has rapidly repriced an asset that has been underpriced for years.

I asked a veteran fund manager what if this is a 10 year upcycle in silver and he said "no one knows" and the truth is just that . No one knows

The interesting part is that many retail investors i speak to are now buying silver in panic. some are even liquidating their mutual funds and moving to silver and gold entirely

This is classic recency bias that generally does not go down well and could erode years of compounding.

As an investor, i always work with one rule , if an asset / stock makes you anxious before buying it , it will definitely destroy your peace after buying it.

[On Record @OnRecordIndia]

At Calcutta Debating Circle debate on whether Hinduism needs protection from Hindutva, Senior Adv. @jsaideepak tore into TMC MP @MahuaMoitra while opposing the motion, drawing loud audience reactions.

[Abhijit Majumder @abhijitmajumder]

I don’t know her name, but amazed by how she took apart the sickening duplicity of India’s self-proclaimed liberals.
Two-and-a-half minutes of utterly satisfying demolition.

[Anand Ranganathan @ARanganathan72]

Those who hate and abuse Hinduism know they cannot attack it directly and so they attack Hindutva instead, conveniently ignoring the fact that Hindutva is the essence of Hinduism.

If Hindustan is to be saved, Hinduism needs to be saved. And only Hindutva can save it. My views:

[Kaushal Gandhi @kaushal_g]

The govt should stop the theatrics & focus on finishing off these jihadis and their jihadistan. Break it in peaces or go for accession of our land seperated from us 75 yrs ago. Teach them such a lesson that these jihadis wont have the courage to even think of jihad for a 100 yrs

[Smita Deshmukh🇮🇳 @smitadeshmukh]

One minute silence for all those who voted for #MVA.
😂😂

[The Chronology @TheChronology__]

Waqf Act 1995 (Thread)

Today we will talk about the most beautiful creation of Congress (For Muslims)

Congress gave 40% of Indian land to Muslims in 1947 but they were not satisfied with 40% so they brought Waqf Act

Let's talk about its wonderful provisions
Hold ur seats

1/22

[Kaushal Gandhi @kaushal_g]

@AkshayaPatra What is your upi id? Not visible on site!

[Intrinsic Compounding @soicfinance]

Sectoral Check

Just penned down a set of brief thoughts on some of the major themes to see where we stand. Do share your opinions!

(By one of our students who's brilliant at checking themes and stock @deveshkedia_ )

Disclaimer: not a buy or sell recommendation.

1. Bank & Financials - Out of favour at the moment. Asset quality still very good buy peak soon. Slow deposit growth restricting advances growth.

2. Wealth management & Brokers - Uncertainty looms on the broking side due to hike in charges & taxes on FnO. Wealth Mgmt. doing well across the board. Private equity becoming attractive by taxes coming down at par with public equity - this theme should also be a multi-year theme in play

3. Chemical & Fertilizers - Select names bottoming out but most of the names still struggling with oversupply and exports. Fertilizer companies doing well

4. IT - Growth has come in single digits but the worst seems to be behind them. Incremental flows clearly flowing towards the theme as the sector is coming out of a long corrective phase and is entering stage 2. Services companies doing decent but product companies are doing much better. ER&D companies also doing well.

5. Railways & Defence - Order inflows have been slow in Q1, with capex numbers still strong but almost flat compared to last year. Next few quarters should be good but not sure if they will be able to attract a big chunk of the incremental flows

6. Infrastructure - Some select names still offer value and the next few quarters should be good for them with better order inflow and execution. Theme continues to be in stage 2 but one has to be extremely selective here

7. Real Estate - Strong tailwinds and growth triggers in place. Sector coming in favour after a long decadal lull period. Selective premium realty names still offer value with a healthy pipeline of projects. Home financiers and proxies such as construction equipment and materials should also do well.

8. Power - Massive capex and targets announced by the government here. DISCOM health has improved signifivantly so power players overall should do well. Solar getting a big push while wind has been deprioritized. Proxies such as transformers, smart meters, EV charging, battery storage, cables and wires, etc. can be a good play here.

9. Travel & Hospitality - Q1 would've been weak but performance has picked up from Q2. Multi-year theme with tailwinds as the foreign inbound travel picks up further. Domestic & international outbound travel is doing very well. Supply Demand mismatch may continue to provide pricing power to the players.

10. Telecom - Another forgotten sector which is coming back in favour after a decade. Debt levels falling, consolidation of players and increasing tariffs is helping in increased profitability and health of the players. Equipement players benefitting with government push and exports picking up.

11. Textiles - Sector coming out of tailwinds offering decent risk reward if the growth picks up again. Whole theme has re-entered stage 2 with companies guiding for better capacity utilization and tapering Red Sea crisis issues.

12. Metals & Mining - Metal players may struggle due to chinese imports and volatile metal prices but the mining companies and proxies should do well. Mining has become a priority theme for the government and select players are expected to gain massively over the coming years with huge capex plans and healthy balance sheets

13. Auto & Auto Ancillaries - The sector continues to do well in stage 2. New launches and decent demand growth coming in. Ancillaries doing better with 2W demand growing strongly. Exports remain an interesting opportunity for a few players.

14. Pharma - Select pharma players doing very well with a healthy pipeline and growth visibility. M&A activities also picking up. Supply chains shifting from China may help further. Companies are extremely optimistic about the opportunities. Sector is in a strong stage 2.

15. Hospitals & Healthcare - Hospitals struggling to post strong numbers. Growth has been slow with some struggling with greenfield capex, and others unable to improve utilization levels. Diagnostic companies are showing goood improvement but are yet to surpass the covid-levels.

16. Ecommerce - Growth has been really fast with pricing power coming in play - which should result in improved profitability. Swiggy about to get listed soon, which should make it more interesting

17. Luxury - This is a multi-year theme in play. Watches, clothes, aviation, jewellery, malls, real estate etc. - all doing very well and are expected to continue the growth momentum

18. Water Infra & Pipes - The whole segment (Pipes, Pumps, Mgmt., etc.) is doing extremely well with strong focus by the government as well. New technologies such as OPVC also coming up. Growth has been very strong with improving margins and order books. Multi-year theme but execution should be tracked closely.

19. Recycling - Another multi-year theme doing well. Execution has been solid till now and the visibility is very strong. Domestic scrap availability is expected to increase in the coming years, lowering the WC days and improving margins.

20. FMCG - Another legacy sector coming back in focus due to rural consumption expected to do well. Growth has been in single digits but the sector remains a defensive flow attracting theme, doing well in stage 2.