Hello fixed rate investors
Are you aware that the 30-yr is only about 18 basis points from screaming 7.5%? $ZB_F
As long as the charts are compelling I will continue to provide commentary here
https://t.co/gDeM5nTRIY
Even as Foreign Investors (FPIs) sold ₹1.80 lakh crore in Indian stocks in FY26, foreign promoters showed strong faith by raising their stake in many Nifty-500 companies!
AAVAS Financiers, Cemindia Project & others saw big increases.
https://t.co/Zjy4My5RdO
If you had to buy just one defence company from here & hold it for the next 4-5 years, which one would you pick?
More importantly... why?
I already have a favourite. If you have been following my work, you might even guess it easily.
Full investment thesis coming soon.
This is the kind of classical chart structure we trade for company's account
This is an inter-locking H&S pattern
We t alert members of our private community to these in advance for their consideration $KE_F
Profit potential is $7,500 per CBOT contract
https://t.co/gDeM5nTRIY
Leadership is not about managing the https://t.co/JeDEuq8f5c is about creating systems that leave future generations healthier, safer, and stronger than we found them .
#TukaramMundhe#Leadership#FDA
Shocking stat of the day:
Nvidia, $NVDA, Micron, $MU, Broadcom, $AVGO, and Applied Materials, $AMAT, are now expected to generate a record $430 billion in combined free cash flow (FCF) over the next 12 months.
That would be more than TRIPLE the FCF they generated just 2 years ago.
At the same time, the combined FCF of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, is projected to turn negative for the first time on record.
That would mark a massive reversal from the +$260 billion peak reported by these companies in 2024.
This comes as AI-related CapEx by these 5 companies is estimated to surge to ~$1.8 trillion in 2026 and 2027 combined.
Chipmakers are becoming cash machines, while AI giants are burning record amounts of capital.
It really is amazing how 2026 looks a lot like what tends to happen under President Trump.
Q1 weakness, everyone panics and cuts their targets, then a huge rally the rest of the year. So far, so good.
What happens when we overlay the Dot-Com bubble of 2000 directly over the AI bubble of 2026?🤔
The visual is all one needs. The eerie similarity in time frame, structure, and character reveals everything. Nothing ever changes ... the same speculative cycle, the same crowd delusions, the same inevitable path.
For your private perusal… 📖
enjoy.
She's beautiful.