nikesh reddy

[Advait Arora @WealthEnrich]

Why is retail money turning so aggressive when the broader index itself is literally doing nothing?

The straight answer is that nobody.....literally nobody is really buying "India" right now. They are buying the specific pockets where the growth is actually showing up, which is defence, capital goods, power, infra, EMS, and select auto, auto ancs, infra & precision engineering names.

Look at where the investors money got parked in August:
• Equity MF net inflows: ₹29,329 cr (4-month high)
• Small-cap funds: biggest draw of the month
• Mid-cap funds: ₹6,989 cr (up from ₹6,192 cr in July)
• Large-cap funds: ₹1,000+ cr pulled out (outflows 2 months running)
• Gross SIP: ₹32,297 cr (all-time high)

Now check the returns driving those choices over the last 5 months:
• Nifty Midcap 150: +29%
• Nifty Smallcap 250: +21%
• Nifty 50: +8%
And this isn't pure momentum either, because mid and small-cap companies delivered 25-30% earnings growth in Q4 FY26 while large caps lagged far behind. The money is chasing real numbers.
But that is exactly what makes it tricky, because money is leaving the category that gave 8% and piling into the one that gave 29%... the exact same setup we saw before 2018 and early 2025.

these specific sub sectors or themes were genuine & had potential back then too.
₹32,297 crore coming via SIPs every single month is unreal. No other emerging market has built a domestic engine like this. But the discipline is sitting in the habit, not in the allocation. Same automated debit every month, but a far riskier portfolio with every passing quarter.

What actually makes it sharper or say more appealing is that this isn't even new retail entering. New MF investor additions in Q1 fell 47.7% (a 5-year low). It's the exact same crowd doubling down on the high-beta end of the market.
Industry AUM just crossed ₹87 lakh crore. Worth checking what shape your own portfolio is in before the next correction decides it for you.

[nikesh reddy @nikesh317]

@kylechasse $squirt

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[nikesh reddy @nikesh317]

@kylechasse Whale 🐳

[nikesh reddy @nikesh317]

Thanks to the $MON Daily Spin, I'm 200 points closer to retirement!

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[peaq @peaq]

peaq is now on @Galxe 🚀

Galxe will be peaq's home for community campaigns, contests, and challenges from here on 🌌

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This means we're migrating away from @zealy_io -- but don't fret -- your progress will not be lost. Head over to peaq's Discord for more info 👾

Pssst! You can expect a very, very exciting campaign to be launched on Galxe #soon 🤫

[Ramen 🍜 @ramen_finance]

We unveil our vision to serve the Berachain ecosystem with Ecosystem (3,3) launchpad.

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[Layer3 @layer3xyz]

v2 is here –– it's our largest update yet.

Here's the alpha 👇

[nikesh reddy @nikesh317]

@0xReflection Thank you for your efforts :)

[Reflection🪩 @0xReflection]

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[Borpa @BorpaTokencom]

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Zzz...

[Borpa @BorpaTokencom]

You will never believe me!

I was minding my own business, when a random Futuristic Borpa punched me out of nowhere!

People told me he was looking at my borpium pipe for hours... Thankfully I smoked it all before he could get his dirty borphands on it.

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[nikesh reddy @nikesh317]

Experience the true essence of web3 with Ylide on #VenomTestnet. By bringing together diverse use cases, we're shaping the future of blockchain technology.

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[nikesh reddy @nikesh317]

Get ready to explore the world of DeFi with @SnipaFinance as it goes live on #VenomTestnet powered by @VenomFoundation
Join the adventure to mint a Snipa NFT here: https://t.co/coxTcJk2Ff

[nikesh reddy @nikesh317]

🔥Can’t wait to try the @venompad first launchpad on Venom. Meanwhile participate in #VenomTestnet to explore the @venomfoundation ecosystem.
Start here: https://t.co/3m6RAp62iG

[nikesh reddy @nikesh317]

Explore the @0asisgallery platform to buy, sell and auction non-fungible tokens!
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[nikesh reddy @nikesh317]

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[nikesh reddy @nikesh317]

Requesting $ETH funds from the #Stakely Faucet on the Ethereum Holesky Testnet blockchain. Request ID: WPNN7PKT #privacy https://t.co/xY5ntAcyX8