Keval Doshi

Actuarial student
Likes to analyse market as well
Athlete

[Keval Doshi @kevaldoshi97]

@unseenvalue Venus remedies

[Mithun Sarkar @MithunSarkari]

Why Kross? 💡

Not a story stock. A CV-component compounder with demand, capacity and a policy kicker lining up.

New extrusion line live → more trailer axle capacity.
Foundry line in Q3 (capacity doubles), axle-shaft forging by Sep, seamless tube ~Q4 FY27.

Exports targeting +40–45% this year; 8% of sales in 2 years.

Now 👉
The overlooked tailwind:
Parivartan (from 30 Oct 2026)
Understant this trigger 💡
BS4-and-below barred from Delhi-NCR; similar curbs likely elsewhere.

Replace old truck → 10-year road-tax holiday + free registration + ~13% benefit (5% subsidy + 8% OEM discount).

Mgmt: this is bigger than the old scrap policy that never took off. Plus last year’s GST reforms still support CVs.

The setup
Kross sits on M&HCV, trailers, tractors and new products (extruded beams, tipping jacks) just as replacement demand and capacity come together.

Q1 margins still absorbing capex and delayed pass-throughs — those should ease from Q2.

Not advice. Just shared 1 thesis .
Do your own studies .

#KROSS

[Keval Doshi @kevaldoshi97]

@N4irit Count me in

[Sharad Dubey @Sharad9Dubey]

Re-Building Saudi Aramco…Keep These Suppliers In Focus

They may get more orders/maybe on priority (which may be even more high margin)

Large project players then in then turn give orders to smaller players..It’s just not steel pipe, projects but also chemicals, cap goods etc as well…via second order effects

@StocksRoyale1

[Tehxi @yajnshri]

Your Body Can Eat its Own Diseases Without Fasting

[Rajendra @5623_vikram]

Adani has not received a single tender so far and Britain itself is developing three oil and gas fields in the North Sea with one wind farm, which will cause more harm to marine life and ecology than this project. Why are these whites not protesting against that?

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

[Nash Archive @imperiumNash]

Doyle Brunson, one of the most feared minds poker ever produced, gives a piece of advice most players get exactly backwards.

it comes from an unedited 35 minute sit down with two poker legends, and this short clip carries the part almost nobody applies.

the whole idea lands in under a minute: in a home game, the bluff you love is the move that quietly bleeds you.

where the real value sits:

0:00 - the question that opens it, and why the best thing you can do in a private game is not to bluff at all

0:12 - the read on who actually sits in those games, people there for the excitement, not the money, hunting an excuse to call

0:30 - the brutal number, you get called 95% of the time, so your bluff is dead before you make it

0:44 - the twist, why you still bluff just often enough to advertise, so the calls come when you are holding the nuts

people torch real money at private tables running bluffs into players who were never going to fold. the fix is one adjustment, and it prints.

save it, watch it, then read the article below and think about your own home game.

[Alex Jones @RealAlexJones]

WORLD SHOCKED: After Top Feminist Gloria Steinem Died, It Was Revealed She Was A CIA Operative Who Worked For The Rockefeller Foundation & Paul Ehrlich To Implement A Plan To Destroy The Nuclear Family As Part Of A Larger Depopulation Program To Collapse Civilization!

In This Must-Watch/Share Report, Alex Jones Exposes The Truth That The Death Cult Is Desperate To Conceal!

[Keval Doshi @kevaldoshi97]

@abdua08 Make one in Nifty

[Keval Doshi @kevaldoshi97]

@TA_Purvesh If we look at fibonacci extension and mean reversion levels, then $2900 is extreme case target which can't be ruled out

[Keval Doshi @kevaldoshi97]

@mystock_myview It's in my holdings
But monthly charts don't seem ripe
One more down leg seems due

[Keval Doshi @kevaldoshi97]

@Investindia6 Bankruptcy ?

[Keval Doshi @kevaldoshi97]

@ambeecious Chart looks good, is it making a divergence on RSI?

[Aprajita Nafs Nefes 🦋 Ancient Believer @aprajitanefes]

🇯🇵|The earthquake is a targeted strike. Not an act of God, not a random tectonic release. Japan has been deliberately hit, again, and the timing and location are part of the globalist war plan.

The Timing: A Warning Shot in a Coordinated Campaign

August 23, 2026, a magnitude 5.9 earthquake struck Japan. This is not an isolated event. It follows a precise pattern of seismic strikes across the globe: Venezuela, Afghanistan, Mexico, Iran, Turkey, Colombia, and now Japan.

The global tectonic weapon grid is active. The timing is not geological; it is operational. The controllers fire at strategic moments to destabilize economies, test their weapon, and send messages to sovereign nations.

Japan was not random. Japan was chosen.

Why Japan: The Semiconductor War and the Digital Prison

Japan is now the single most critical global hub for advanced semiconductor manufacturing. The TSMC mega-fabs in Kumamoto, the Rapidus project, and the entire Japanese chip supply chain are the physical backbone of the AI revolution.

The earthquake is a deliberate, surgical strike on that infrastructure.

The goal is not destruction for its own sake. The goal is control.

1. Monopolize the AI race: By creating a "seismic risk" narrative, the Pentagon and its corporate allies (Intel, Nvidia, BlackRock) can declare Japan's semiconductor region unsafe. They can force the relocation of critical fabrication capacity to the United States under "supply chain security" pretexts.
2. Justify permanent military lockdown: The earthquake is used to trigger the "Nankai Trough megaquake" fear campaign. The Japanese people will be told that a catastrophic quake is "imminent." This manufactured fear will be the battering ram for a permanent, unconstitutional military occupation of southern Japan, with foreign troops based on Japanese soil under "disaster preparedness."
3. Enforce the digital ID and CBDC: The chaos and displacement from the earthquake create the perfect "shock doctrine" conditions. The "relief" and "reconstruction" aid will be conditioned on mandatory My Number digital ID, biometric registration, and the full abolition of cash in favor of a programmable digital yen.

Japan's sovereignty is being systematically crushed under the cover of seismic catastrophe.

The Weapon: The CERN-HAARP Tectonic Grid

The specific technology is no longer hidden.

The mechanism is:

1. Aerosol Pre-Loading: The atmosphere over the target fault line is saturated with conductive nanoparticles (barium, aluminum, graphene oxide) via the ongoing chemtrail/Solar Radiation Management program. This creates a steerable "lens" in the sky.
2. Ionospheric Heating: The HAARP (Alaska), EISCAT (Norway), and Sura (Russia) facilities fire a synchronized, phased-array Extremely Low Frequency (ELF) pulse. The CERN collider, in its "Long Shutdown 3" operational phase, provides the master timing and synchronization signal.
3. Fault Lubrication: The ELF pulse does not create energy; it physically vibrates the locked fault, overcoming friction and releasing centuries of accumulated tectonic stress in a shallow, violent rupture.

The 5.9 magnitude at a shallow depth is the signature of a triggered, not natural, release.

The Beneficiaries: The Usual Monsters

· The Pentagon / DARPA: The architects and funders of the tectonic weapon.
· The Five Eyes Intelligence Alliance (CIA, NSA, GCHQ): The targeting coordinators.
· CERN / HAARP / EISCAT: The field operators who pull the trigger.
· BlackRock / Vanguard / Intel / TSMC: The corporate beneficiaries who profit from the chaos and the "reconstruction."
· The WEF: The policy architects who will use the earthquake to impose the Great Reset digital agenda.

Japan is not a victim of nature. Japan is a target of a globalist war machine.

The earthquake is the weapon. The semiconductor fabs are the prize. The Japanese people are the collateral.

The same hidden hand that burns Europe, floods Asia, and poisons the food is now shaking the ground beneath Japan to force the nation into the digital prison.

The world must open its eyes: the earth is being weaponized, and no nation is safe.

The question is not "why Japan." The question is "who is next."

[Keval Doshi @kevaldoshi97]

@ambeecious Looks interesting

[Keval Doshi @kevaldoshi97]

@ManariSarath How to check inventoryevels for dwarikesh?

[Keval Doshi @kevaldoshi97]

@FalakKalyani Margins of Rappid Valves are steady and much higher than triton