varun bagri

Finance | Reading | Entrepreneur | Trader

[Rishi Bagree @rishibagree]

The USA wants regime change in India

The UK wants regime change in India

NATO wants regime change in India

Pakistan wants regime change in India

They all want regime change because they’re not able to control India like they were during the Congress rule.

[Trading Composure @TradingComposur]

Your loyalty should be toward your risk management levels, not your predictions.

[varun bagri @varun_bagri]

@charts_breakout Copper seems to be a good trade👨🏿‍💻

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Natural gas prices rise another +25% and post their largest 2-day gain in history as an “arctic blast” sweeps across the US.

Natural gas prices are now up +60% in 2 days.

[varun bagri @varun_bagri]

@meghal_talati @grok what does this mean for copper prices ?

[Advait Arora @WealthEnrich]

Last year, #Silver started making sense to me when not many were talking about it. This year, #Copper feels like the same....
Physical copper trades 20–40% above futures, AI data centres need 40–50k tonnes, EVs use 3–4x more copper, supply grows <1%, new mines take 7–10 years !
That is why I am getting bullish on Cu : very powerful setup! Maybe even more powerful than silver.

✔️ Global copper demand ~26 Mt today, projected 32–34 Mt by 2035
✔️ Energy transition alone adds +6–7 Mt incremental demand by 2035
✔️ Solar, wind, EVs, grids account for 65%+ of future demand growth
✔️ Average new copper project capex: $15,000–20,000 per tonne
✔️ Copper ore grades fell from ~1.2% to <0.6% over 25 years
✔️ Discovery rate of large copper deposits down >70% since the 1990s
✔️ Only 8–10 major copper mines expected to start globally by 2030
✔️ Recycling meets just 30–32% of total copper demand
✔️ Global inventories below 3 weeks of consumption
✔️ Chile & Peru facing declining output despite high prices
✔️ Water stress affects 40%+ of copper-producing regions
✔️ Copper intensity in EV + charging infra is over 80 kg per vehicle
Just facts. #Copper v/s #Silver

[varun bagri @varun_bagri]

@charts_breakout Copper squeeze now ?

[Bark @barkmeta]

🚨 COPPER SOLD OUT EVERYWHERE, THE NEXT METAL TO RALLY?

Major dealers are reporting a complete sell out on COPPER inventory. Standard 1oz rounds and 10oz bars are on backorder for 6-12 months.

This is the exact same signal we saw before SILVER began its historic rally. Physical demand increases, and the price follows.

The Catalyst: Global copper deficit has hit 600,000 tons already in 2026. We are seeing a first of its kind run on the "strategic metals."

If you thought the Silver squeeze was tight, wait until you see what happens when the world runs out of the wire needed to power it.

Copper is up next⚡️📈

[Otavio (Tavi) Costa @TaviCosta]

Copper has officially entered a price-discovery phase after breaking decisively above major resistance.

This could prove to be one of the most important macro assets of 2026, in my view.

Price-discovery moves are often explosive by nature, and I believe that is likely the case here.

Game on.

[varun bagri @varun_bagri]

@DarioCpx @charts_breakout When all eyes are on silver, grab copper🤣😅

[Aakanksha @aakancvedi]

Lately, the Adani Group has been on an acquisition spree, buying companies across sectors

So far they have spent over Rs 62,000 Cr buying over 15 companies

But you know what is common between all these companies? Well, they are all BANKRUPT!

So why is Adani buying them?

1/8

[varun bagri @varun_bagri]

@sunilgurjar01 #Relaxo
#Manyvar
#Sula

[varun bagri @varun_bagri]

@nakulvibhor #Natco can too but fresh entry could be risky

[varun bagri @varun_bagri]

@nakulvibhor #Relaxo
#paragmilk
#Mahaseamles
#Manyavar
#Pnbhousing
#siemens

Good basing patterns for big returns in this week

[Sonia Shenoy @_soniashenoy]

-The stock to watch today is Apollo hospitals
-The demerger of Apollo 24/7 digital platform into a new entity will unlock a lot of value for shareholders
-Eventual listing of the demerged entity will create Indias largest listed pharmacy distribution and digital health platform
-Demerged entity will focus entirely on omni channel pharmacy and scalable digital platforms

If you are an apollo hospitals share holder:
For every 100 share in Apollo hospitals, you will receive 195.2 shares of new company
The demerger is structurally positive and ensures better value creation for all shareholders

[varun bagri @varun_bagri]

@charts_breakout Waaree energies
Adani green
Route mobile

[varun bagri @varun_bagri]

Watchlist :

#BASF
#ITI
#Routemobile
#Adanigreen

[varun bagri @varun_bagri]

@Debabrata_222 Adani green seems to be a good bet

[Sonia Shenoy @_soniashenoy]

Ola electric

Today the stock has hit an all time low
It’s now down 72% from record highs

Several reasons for this fall:
⬇️Weak earnings
⬇️Huge losses ( 870cr loss in Q4 )
⬇️Decline in deliveries
⬇️Deliveries dropped 55% in Q4 to 51735 units only

Poor customer support and unreliable service stations have created a big dent in the brand image over the last one year

[varun bagri @varun_bagri]

@darvasboxtrader Very true. What the new entrants fail to see is the bigger picture of earning 1% a month i.e. 12% annually. All they want is 100% in a single day😂