Pratham Bole

Don't Swing your mood with Swing Trade..... ✨
Computer Engineer |
Trader

[Pratham Bole @pratham_bole]

@MyntraSupport @Kunalemp https://t.co/5XHDQ0xXkg

[Pratham Bole @pratham_bole]

Market falls are not to fear...
They are discounts for long-term investors.

[Pratham Bole @pratham_bole]

@microcp2mltibgr Congratulations sir, you deserve much more... ✨✨

[Pratham Bole @pratham_bole]

Fabulous explanation 🙌🙌

[Vikas Vij @TheClubJunto]

India's IT Crisis: 100% Labour, 0% Innovation

Trump’s Order Virtually Ends the H1-B Program

1. New Visa: $100,000 Per Employee Per Year

2. Existing H-1B Holders: Cannot travel outside U.S.

3. Visa Renewal (Existing Holders): Same Cost as New Visa

Real Details and Impact:

What Does the Presidential Proclamation Actually Say?

The Presidential Proclamation on H1-B Visa (available on the White House website) directly targets Indian IT companies whose entire business model is based on supplying cheap Indian IT labor to American firms and profiting from it.

Quotes from the Proclamation:

a. “Information technology (IT) firms in particular have prominently manipulated the H-1B system, significantly harming American workers in computer-related fields.”

b. “To take advantage of artificially low labor costs incentivized by the H1-B visa program, companies outsource IT jobs to lower-paid foreign workers.”

c. “Domestic law enforcement agencies have identified and investigated H-1B-reliant outsourcing companies for engaging in visa fraud.”

Language is Ambiguous, Intent is Loud & Clear: Finish H1-B

Proclamation is drafted by lawyers, who keep the language ambiguous because they know it will be challenged in the courts.

But listen to what Trump and Commerce Secy Lutnick said repeatedly to the press at the time of the signing ceremony. That is what really matters:

Old visa holders will get hit at the time of visa renewal. (H1-B is renewed after 3 years, for another term of 3 years.)

So, the government wants $600,000 payment in 6 years. Lutnick repeatedly said to the press that the goal is make it economically unviable for companies to hire H1-B workers.

Microsoft has sent an internal memo to H1-B employees who are traveling abroad to return to the U.S. within one day (before the order comes into force). It also warned H1-B employees (and their spouses) against traveling abroad.

The Big Tech – Google, Microsoft, Amazon, etc. – they have all been taken into confidence already on this plan. Trump and Lutnick repeatedly said this during their press interaction today.

TCS is the Subject of U.S. Investigation: Did TCS Report this Material Risk to Stock Exchanges?

Former TCS employees in the U.S. complained to authorities that TCS was gaming the visa system (misclassification of workers) to bring in Indian employees.

The US Equal Employment Opportunity Commission (EEOC) is now investigating allegations that TCS engaged in discriminatory layoffs targeting American employees.

Today’s H1-B Presidential Proclamation makes a direct reference to “visa fraud” by IT outsourcing companies.

Impact on the Indian IT Companies

71% of all H1-B visa petitions approved in FY2024 were from India. (Roughly 3 lakh out of total 4 lakh visa issued – USCIS data.)

It means nearly 3 lakh Indian workers (including renewal visa holders) are existing beneficiaries of the H1-B visa system, most of them in the IT sector.

The U.S. government is now determined to go after almost all of them, and replace them with American workers.

And the Trump team will not stop at this.

They may come up with more measures (like IT export tariffs) if the current strategy does not pay off as much as they want.

Side Note: Infosys Buyback timing shows that they had a sense of what was coming.

Impact on the Indian Economy

The Indian IT industry directly contributed 7% to India’s GDP in FY25.

Indirect contribution to the economy is also significant in terms of high-end consumption, indirect employment (home workers, drivers etc.), and expatriate dollars to India.

Indian IT industry de-growth is a certainty now, and its cascading effect will be seen in the GDP growth going forward.

India’s “Tech Trap” of 100% Labor, 0% Innovation

India’s R&D Investment as a % of GDP: 0.7% (one of the lowest in the world)

China: 2.7% (4X of India)

China is about 5X of India’s GDP.

So, each year, Chinese companies are spending about 20 times of India’s investment in R&D in dollar terms.

In other words, what India will invest in the next 20 years in R&D, China will invest in next 1 year.

Note: India's R&D investment (as a % of GDP) was 0.7% 40 years ago. It is 0.7% today. It has never changed and there are no plans either. China and other countries have raced ahead.

THE BOTTOM LINE

In absence of R&D and tech innovation, India’s economy grew for decades on just one economic engine: Domestic Consumption.

Consumption has finally slowed down because job creation has slowed down.

There is no record in the history of the world that any economy can grow solely on domestic consumption.

Even the Harappan civilization could not flourish without trade of goods like silk, spices, and metals.

Without international trade competitiveness, India will most likely condemn itself to permanent economic mediocrity.

Exercise caution with your long-term investment bets.

Sources:
a. https://t.co/QwSDPF0uSr
b. https://t.co/7uK85s4oK0

@GoldenEye_6 @arabicatrader

[Pratham Bole @pratham_bole]

@darvasboxtrader Sir, as you said gold showed a false breakdown and now turned back to hit the resistance 5th time.... 🙌

[Pratham Bole @pratham_bole]

@darvasboxtrader Why is no one talking about Datamatics? 🧐🧐

[Pratham Bole @pratham_bole]

@microcp2mltibgr Happy Guru purnima Sir 💫💫

[Pratham Bole @pratham_bole]

@KommawarSwapnil Both stocks are in the portfolio...!! 🤟🏼

[Ashish Kumar Meher @AshishMeher7]

🚨Transrail Lighting: The ₹15,000 Cr Powertrain

ATH Breakout. Massive Orders. Govt Tailwind. Is Transrail the Next Mega Re-rating Story?

Everyone’s chasing solar. But what connects it all? Transmission.
And this hidden gem is already racing ahead.

🔹 ₹14,551 Cr Order Book (3x FY25 Revenue!)
🔹 90–95% EPC Biz | Not just a product maker
🔹 39.8% Revenue Growth | 27% PAT Growth YoY
🔹 55% Domestic | 45% Overseas (funded by World Bank & AfDB = faster cash flows, lower risk)
🔹 FY26 & FY27 growth guidance: 30% → 25%

While peers like KEC (42x PE), Kalpataru (37x), and Bajel (179x!) soar on hope...
Transrail sits at 27x PE with superior order momentum.

🌍 India's ₹9 Lakh Cr power transmission push is real.
This isn’t a maybe. This is megatrend execution.

📈 ATH breakout + Cup & Handle + Volume surge = Chartists and value investors both watching now.

A re-rating is not a question of if, but when.
🚂 Don’t miss the train on Transrail.

#Transrail #SmallcapStocks #CupAndHandle #Multibaggers

[Pratham Bole @pratham_bole]

If "One point one solution" is below 40,
It's a good valuation
#SmallCaps

[Pratham Bole @pratham_bole]

@microcp2mltibgr @tbaadm Bhai yesa mat karo bolo,
Aapke real followers aapke sath hote hai hamesha
Aap list to share karo hum sabko madad milegi 🙌🙌

[Pratham Bole @pratham_bole]

@KommawarSwapnil Black box....
ROCE 30.9 %
ROE 42.5 %

[Pratham Bole @pratham_bole]

@microcp2mltibgr We're happy, cause you are talking about businesses again 🤞🙌

[Pratham Bole @pratham_bole]

@KommawarSwapnil No, not yet
The main purpose of data centers is storing the data and increasing the capacity of databases that we are storing in foreign countries

[Pratham Bole @pratham_bole]

Cupid : 477 to 1943
In Just 4 months ❤‍🔥

[Pratham Bole @pratham_bole]

Stock: CUPID
👉CMP @ 477.10
👉Above 483 Looks good
👉Stoploss below 460
👉 New ATH

[Pratham Bole @pratham_bole]

GENUSPOWER @ 235.5
👉Strong support zone is 210-220 & and also good 0.5 fib level is 217
👉looking very good above 246
👉Also good for long term

#StockMarket #StockMarketindia #investing #StocksToBuy #BreakoutStock

[Pratham Bole @pratham_bole]

🎅Christmas Sale 🎅
I'll be adding new swing stocks from Tuesday.

Now there are too many stocks at the buying level's & I'll try to find some good one 🤞🤞
#StockMarket #StockMarketNews #Stock #Nifty #banknifty

[Pratham Bole @pratham_bole]

@twitleos Just because to enter again at retesting levels✨

[Pratham Bole @pratham_bole]

If I say, I booked my all profit yesterday..
Will someone believe....???

😁😁
#StockMarketNews #stockmarkets