Vhaymir M Benjamin

"vai mir"

[Vhaymir M Benjamin @vhaymir]

@Pallavi_345 the reason that i switched to linux 😂

[Vhaymir M Benjamin @vhaymir]

@lotovik its soo good

[Vhaymir M Benjamin @vhaymir]

@ennycodes you guys still use windows?

[Vhaymir M Benjamin @vhaymir]

@itsaaroshi Linux or Mac

[Vhaymir M Benjamin @vhaymir]

@rajgupta7813589 ig Leo AI is good for Search Anything

[Vhaymir M Benjamin @vhaymir]

@ayesha_fatiima Microsoft Creating Their Own Reasons 😂

[Vhaymir M Benjamin @vhaymir]

@piyush784066 py ig

[Vhaymir M Benjamin @vhaymir]

@Pallavi_345 To get Govt Visibility to your data

[Vhaymir M Benjamin @vhaymir]

@_haleybaby Game Files Corrupted

[Vhaymir M Benjamin @vhaymir]

@CodeByNZ chatgpt and copilot ig

[Vhaymir M Benjamin @vhaymir]

@Samaytwt For what reason you switched to windows ?

[Vhaymir M Benjamin @vhaymir]

https://t.co/B1BcP1Y0bK

[Vhaymir M Benjamin @vhaymir]

@SakshiSugandhi For Paid Ads

[Vhaymir M Benjamin @vhaymir]

Finally, someone understood this. Have you ever felt unsatisfied with what you were doing, or shared interests that most people don't share? Then you need to read this.

https://t.co/DWcu07wd8j

[Vhaymir M Benjamin @vhaymir]

Reliance +2.3% Monday. Cheaper crude = better refining margins. At Reliance's scale, a ₹15-20/bbl drop in oil is worth thousands of crores in quarterly operating profit.

The crude story and the Reliance story are the same story.

#Reliance #StockMarketIndia

[Vhaymir M Benjamin @vhaymir]

If crude holds at $80-85: lower fuel costs → lower transport → CPI cools → RBI cuts → real estate and banking get cheaper capital. The crude price is the first domino in a potential India macro re-rating. Everything else follows it.

#RBI #Inflation #MacroIndia

[Vhaymir M Benjamin @vhaymir]

Iran US peace deal eases one of the biggest macro overhangs on Indian markets this year. But the country's energy vulnerability hasn't changed we've diversified the crude basket but still import 85% of oil. The problem is paused, not solved.
#EnergyIndia #IndiaEconomy #MacroIND

[Vhaymir M Benjamin @vhaymir]

Infosys FY26 revenue: $20.16 billion. Constant currency growth: 3.1%. Not terrible numbers. But the stock was priced for 8-10% growth acceleration. 3.1% against that expectation is where valuation tension becomes price action.

#Infosys #ITStocks #Valuations

[Vhaymir M Benjamin @vhaymir]

Defence stocks are 'expensive' on every traditional PE screen. That's the wrong lens. They're pricing 10-15 years of order book visibility, not next quarter's EPS. Bharat Forge, GRSE, HAL different valuation framework entirely.

#DefenceStocks #BharatForge #HAL

[Vhaymir M Benjamin @vhaymir]

@Pallavi_345 use google its free