pramod kumar

pk hoon mein..;)

[Darvas Box Trader @darvasboxtrader]

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#DARVAS 🥸

[pramod kumar @pkuma125]

@minor_rhon11363 @camangalarvind Spam..be careful

[pramod kumar @pkuma125]

@chamanlal9211 @darvasboxtrader Waiting view on MHRIL

[Shanaka Anslem Perera ⚡ @shanaka86]

A blog post just wiped $30 billion off IBM in a single afternoon.

Not a product launch. Not an earnings miss. Not a competitor undercutting on price.

A five-minute blog post explaining that Claude can read COBOL.

IBM dropped 13%. Worst single-day loss since October 2000. Twenty-five years of stock resilience ended by one AI company publishing a capability update.

Here’s what happened:

95% of ATM transactions in America run on COBOL. Hundreds of billions of lines power banking, airlines, and government systems. The developers who built them retired decades ago. The knowledge left with them. Finding engineers who can even read COBOL gets harder every quarter.

IBM’s moat was never the technology. It was the fact that nobody else could understand it. Entire consulting empires existed because the code was too old, too tangled, and too critical to touch. Companies paid IBM billions because the alternative was catastrophic system failure.

Then Anthropic published a blog post saying Claude Code can map dependencies across thousands of lines of COBOL, document workflows, identify migration risks, and translate legacy logic into modern languages. Modernization in quarters instead of years.

The market heard: the priesthood just lost its monopoly on the sacred language.

And this isn’t the first time. Last week Anthropic announced Claude Code Security for vulnerability scanning. CrowdStrike dropped. Okta dropped. Cloudflare dropped. One company is serially destroying legacy moats with blog posts.

Now here’s where it gets surreal.

This same company, on the same day, also published evidence that three Chinese AI labs ran 24,000 fake accounts and 16 million exchanges to steal Claude’s capabilities. DeepSeek used it to build censorship tools. MiniMax pivoted within 24 hours when a new model dropped, redirecting half its traffic to steal the latest version.

And yesterday, the Pentagon summoned this same company’s CEO for what officials called a “sh*t-or-get-off-the-pot meeting,” threatening to blacklist them like Huawei for refusing to let the military use Claude without safety restrictions.

Three stories. One company. Twenty-four hours.

The company destroying legacy moats faster than the market can reprice them is simultaneously being threatened by its own government and looted by foreign competitors.

Anthropic is valued at $380 billion. Its CEO says a 12-month delay in AI would make him bankrupt. The Pentagon wants to designate it a supply chain risk. Chinese labs are running industrial espionage against it. And it just proved it can vaporize $30 billion in market cap with a Monday morning blog post.

Whatever you think about AI disruption, IBM’s stock just settled the argument.

Full institutional analysis on my Substack.

https://t.co/AEv8EMPdsZ

[pramod kumar @pkuma125]

@darvasboxtrader Any view on Silver now for next week?

[pramod kumar @pkuma125]

@darvasboxtrader Bhai what about 4% stoploss rule?

[pramod kumar @pkuma125]

@_tHe_mIR_ @vishal_susheel Pagla gaya hai

[pramod kumar @pkuma125]

@BaijuBears Just curious on why would you tag this with StocksToBuy when there is further downside possible? Tab with StockToSell

[pramod kumar @pkuma125]

Ok

[Darvas Box Trader @darvasboxtrader]

One #Book implemented with seriousness can change your life.

#Execution is the main catalyst instead of How much Information you have.
For me, this is that one Book.
For you ??

#DARVAS🥸

[Chartist RJ @chartistrj]

🚨 𝗕𝗟𝗔𝗖𝗞 𝗙𝗥𝗜𝗗𝗔𝗬 𝗦𝗔𝗟𝗘 𝗦𝗧𝗢𝗖𝗞𝗦 𝗔𝗥𝗘 𝗟𝗜𝗩𝗘 𝗨𝗣𝗧𝗢 𝟲𝟰% 𝗗𝗜𝗦𝗖𝗢𝗨𝗡𝗧 𝗙𝗥𝗢𝗠 𝗬𝗘𝗔𝗥 𝗛𝗜𝗚𝗛𝗦🚨

🔥 𝗠𝗘𝗚𝗔 𝗧𝗛𝗥𝗘𝗔𝗗 🔥

✅ 𝐑𝐄𝐏𝐎𝐒𝐓 𝐀𝐍𝐃 𝐁𝐎𝐎𝐊𝐌𝐀𝐑𝐊 𝐈𝐓 𝐅𝐎𝐑 𝐅𝐔𝐓𝐔𝐑𝐄 𝐑𝐄𝐅𝐄𝐑𝐄𝐍𝐂𝐄𝐒

1) #PRAJIND

[pramod kumar @pkuma125]

@darvasboxtrader Any specific small cap stocks to keep watch on next week?

[Darvas Box Trader @darvasboxtrader]

#smallcap index
multiple support points, chances of #reversal high..

or haan #tomorrow means next Trading Day.

#DARVAS 🥸

[pramod kumar @pkuma125]

@AdeptMarket Done with all these tweets!

[Paritosh @paritosh1947]

Deeply concerned by the unfair treatment by @IndiGo6E. My daughter, a verified student with valid ID, was denied fare benefits & harassed by ground staff for 24.5 kg luggage within the 25 kg student allowance. Request @DGCAIndia & @MoCA_GoI to look into this #StudentRights

[pramod kumar @pkuma125]

@AnuragSingh0139 Bewkoof samjha hai public ko..kuch bhi post karo

[Navroop Singh @TheNavroopSingh]

🇮🇳🇺🇸 India, US Near Trade Pact to Slash Tariffs on Indian Exports from 50% to 15-16%

India and the United States are close to finalizing a trade agreement that would lower tariffs on Indian exports from about 50% to around 15–16%.

A central focus of the negotiations is energy: Washington is urging New Delhi to scale back oil imports from Russia currently accounting for roughly one-third of India’s supply and to increase purchases from the US.

The deal may also ease restrictions on India’s imports of US corn and soymeal, long-standing points of contention. With China reducing its purchases of American corn, Washington views India as an emerging market opportunity, though concerns persist in India that such imports could pressure domestic farmers.

The proposed agreement still requires political approval, as energy and agriculture remain sensitive sectors for both countries.

India may quietly reduce Russian oil imports. It is reported that Indian PSU refiners are scaling back Russian crude imports and substituting it with American crude & LNG. While Private Indian refiners continue to import Russian crude.

Since Agriculture & Dairy are sensitive sectors, India could allow limited GMO corn and soymeal imports under a fixed Quota for Industrial Use a key U.S. condition for a trade deal.

In return India could also get Quotas for tariffs free exports to USA of labour intensive sectors such as Garments, Gems & Jewellery and Shrimps which have been impacted by 50% tariffs.

The main terms of the agreement are reportedly set, with final talks possibly concluding at the APEC Summit later this month upon which announcement of the trade deal could be made.

The Indo-US trade deal could also include announcement of defence deals like P8 Orion Naval Surveillance jets with Boeing and F-414 ENGINE deals with GE.

It sounds like a fair deal to me as China cannot be trusted after it has weaponised Supply chains from Rare Earths to Auto Magnets to Fertilizers. China is also objecting to India's PLI schemes. India & US must work in a transactional manner to de-risk supply chains on rare earths extraction and processing with US, Japan & Australia.

Simultaneously India also must continue to engage Russia on Defence deals during Putin's visit to India in December 2025 and get an FTA with the European Union sealed ASAP. We must continue to engage sides in our Multi-aligned foreign policy without getting sucked up into bloc politics.

When the world faces bifurcation of global supply chains amid Cold War 2.0, India should continue to hedge itself as an independent power in the region on its footing given its soon going to be world's third largest economy which no power can ignore.

India must lead the nations of the global south who don't want to be suckered into the bloc politics of either the US or China while wanting to trade with both sides in an equitable manner.

[pramod kumar @pkuma125]

@hnsIndia @HeadandShoulder @flipkartsupport
Can you suggest if product is genuine? Adding order id from flipkart: OD335306380829882100

[pramod kumar @pkuma125]

@hnsIndia, @Headshoulders I ordered Head and shoulder shampoo from flipkart. But colour of shampoo this time is orangish instead of light cream. Attaching photos. Any possibilty to check if this product is genuine or any change in product manufacturing ?

[pramod kumar @pkuma125]

@hnsIndia, @Headshoulders I ordered Head and shoulder shampoo from flipkart. But colour of shampoo this time is orangish instead of light cream. Attaching photos. Any possibilty to check if this product is genuine or any change in product manufacturing ?

[pramod kumar @pkuma125]

@GNewxxx @AdeptMarket @grok can you answer above question how railways stocks on nse will perform in short and long term