stockpattern

Business, Engineer, MBA, stock trader equity, Technical Analysis,
All tweets are for educational purpose and not recommendation

[Sunil Gurjar, CFTe @sunilgurjar01]

99% of options traders are gambling because they never learned the fundamentals.

This 1-hour Yale lecture changes everything.

In just 60 minutes, you’ll learn more about options trading than most overpriced trading courses ever teach.

No hype. No fake gurus. Just real knowledge.

Save this and watch it without distractions. 📌

[Divitiae Investments @DivitiaeIn]

June Auto Sales numbers so far.. Tata Motors PV clear winner

[stockpattern @stockpattern86]

@raghavwadhwa Refurbished won't able to help

[Ashu Madan @ashumadan4]

Every asset class or a product which is chased with euphoria and frenzy, no matter how promising it sounds, always get a reality check.

Whether Indian equity valuations,
Gold and silver,
And now
Global investing/AI theme.

Time cycles can be different but result will be same.

I guess biggest new discipline in modern investing will be when not to invest or when to be out of investment.
The theory of perpetual and permanently invested will be over.

[stockpattern @stockpattern86]

@MonkInvestor1 @iamrakeshbansal I think Sip is fine, just make a bulk investment at lows

[stockpattern @stockpattern86]

@ashumadan4 @ZeeBusiness Wish you speedy recovery

[stockpattern @stockpattern86]

Surrounded by the hills, away from the noise, I found the peace I didn't know I needed. Thanks Amy

[stockpattern @stockpattern86]

@OrderFlowtalks Bear camp

[AIM Investments @AimInvestments]

Alkem launches Semaglutide pre-filled syringes at price starting 350/-

Indian Pharma companies are making expensive medicines affordable for masses.

No one can beat them in this.

[stockpattern @stockpattern86]

@OrderFlowtalks I think lower..all the way to down

[stockpattern @stockpattern86]

##RESTART POLICY ##

[Shankar Sharma @1shankarsharma]

Why do I get the feeling that the US and Iran are engaged in a "Pas de deux":a French ballet term meaning "step of two,"?
Basically, escalate via words one week, de-escalate the next week, thereby, keeping Oil prices high - BUT not too high either because that will result in hahakaar to end the War by everybody.

That's exactly why Oil has remained in this trading range: I think it's being KEPT there by these two.

Because they are making a ton of money, off the ROW.
Chalne do... keep things on slow boil... what's the hurry?

Which is exactly what I wrote on March 18th, in Business Standard, " The Calculus of War" that these guys love this War.

Baccha Party, read it again. Remember: written on March 18th. When everybody was calling a quick end to the War - I argued the opposite

[stockpattern @stockpattern86]

Dubai what's the plan

[stockpattern @stockpattern86]

Chudasama log maa ki ch** tumhari...bc Margau tum naali kai keedai...aadmi kehlana kai Layak nahi ho tum....

[stockpattern @stockpattern86]

@AimInvestments Where are they coming...which cities would benefit from this

[stockpattern @stockpattern86]

@1shankarsharma Not able to read, pls share article date

[Shankar Sharma @1shankarsharma]

Le Grand Fromage drops yet another piece.
Going to be probably the MOST UNPOPULAR piece on Investing+ Macroeconomic shifts EVER written.
My article in today's
Business Standard.
Read deeply, reflect quietly ROTATE energetically!!

Agree or disagree?

https://t.co/ErmrrxUk89

[Dr. Rakesh Bansal @iamrakeshbansal]

Good News for Indians! Dubai Makes Residency Visa Easier
Dubai has removed the minimum property purchase requirement for 2-year residency visas.
The Dubai Land Department (DLD) has scrapped the 750,000 dirham threshold for solo investors. Now it’s much easier to get a residency visa by buying property in Dubai.
This move will attract more investors, especially from India, by making the process simpler and more affordable.
A big opportunity for those looking to invest in Dubai real estate! 🇮🇳🇦🇪
https://t.co/yyVlVGZPDl

[Ashu Madan @ashumadan4]

Since months have been sharing views on BANKNIFTY and Banking stocks.
I guess you know the views that glory days are over and fancy income streams are diminishing.
Rest to each its own as always.
#discipline
#patience

[Raghav Wadhwa @raghavwadhwa]

JPMorgan downgraded India, but a line nobody is quoting is the harshest one: "Limited exposure to next generation technology."

But the index is not the country.

JPM ran a screen on the Nifty 50 and called it. Honestly they aren't entirely wrong. The Nifty 50 is mostly banks, FMCG, energy and IT services. None of that is next gen.

But the next gen layer in India IS being built. It just doesn't sit in the Nifty 50. Almost all of it is mid or smallcap. And most of it is down 30 to 40% in the last year.

Here's what's actually on the list.

🔹 Kaynes Technology: Kaynes Semicon's OSAT plant in Sanand started commercial production in February. ₹3,300 cr investment. Designed for around 60 lakh chips a day. India's second operational semiconductor unit.

🔹 CG Power: CG Semi JV with Japan's Renesas and Thailand's Stars Microelectronics. ₹7,600 cr OSAT in Sanand. G1 inaugurated August 2025. Commercial production targeted in 2026, ramping toward roughly 4 billion chips a year across two units.

🔹 Tata Elxsi: design services for software defined vehicles, ADAS, embedded electronics. FY26 revenue ₹3,757 cr at a 23.4% PBT margin. Stock down around 30% in a year.

🔹 MosChip Technologies: fabless chip design. Won a ₹509 cr contract from C-DAC to design India's indigenous 5nm HPC processor "AUM" with Japan's Socionext, on TSMC's 5nm node and Arm Neoverse V2.

🔹 Netweb Technologies: designs and builds AI servers in India under the Tyrone brand. Official Nvidia partner. One of four Indian companies Nvidia itself named for India's AI factory build out.

🔹 Tata Communications: large Nvidia Hopper deployment for its public cloud, Blackwell coming next. About 22 data centres globally and an enterprise AI Studio.

🔹 E2E Networks: listed AI first hyperscaler. Nvidia partner. The smallest of the four Nvidia named, also the purest play.

🔹 Dixon Technologies: the EMS layer the rest sits on. Contract manufactures laptops for HP, Lenovo, Acer and Asus, Pixel phones for Google. Not next gen itself, but it's the manufacturing capacity that lets the rest scale.

JPMorgan's call at the index level is correct. India does not have an Nvidia, an ASML, a TSMC.

But the equivalents at the seedling stage are already listed.

The bull case isn't that the Nifty 50 leads the next decade. It's that this list does. And none of it shows up when a foreign desk runs a screen on the Nifty 50.

When the cycle rotates back, this is the basket they will come back to.

⚡️Disclaimer: Just my opinion, looking at the JPM report. Not a Buy or Sell recommendation.