Vivek Kochar

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

Mukesh Ambani ji's Response to Rajdeep Sardesai ji's Question Is So Beautiful !!!

There is No Greater Power than Gratitude ❤️

This Message Needs to Go Viral. Ensure Everyone watches it 💯

#FI

[Vivek Kochar @vivekochar]

Revenue from Operation getting better.. rest expected to come in coming qtrs.. #StockMarketIndia #FinTwit #Equity #SmallCap #ValueInvesting #Multibagger #ChemicalStocks #PharmaStocks #SNCL #IndianStockMarket #Sadhana #SpecialtyChemicals #PLI#API #Benzene #Nitrobenzene

[Vivek Kochar @vivekochar]

Gemini

#StockMarketIndia #FinTwit #Equity #Nifty #SmallCap #ValueInvesting #Multibagger #ChemicalStocks #PharmaStocks #SNCL #StockAnalysis #IndianStockMarket #Investing #Portfolio #Sensex #TradingStrategy #SpecialtyChemicals #PLIScheme #Manufacturing #API #Benzene #Nitrobenzene

[Nithin Kamath @Nithin0dha]

My biggest nightmare as a broker is what’s happening in the Korean markets right now. The source of my nightmare is the way our MTF book has been growing along with the industry as a whole. In terms of pure risk, MTF is by far the biggest risk we have taken since we started in 2010.

More specifically, the risk lies in our ₹9,000-crore book: at least half of it is in non-F&O stocks, which can hit lower circuits every day without offering an exit.

The problem with Korea is the one-way rally. When markets go up so sharply, leverage builds up because collateral values increase, leading to more borrowing and so on. The second layer of risk comes from the derivatives complex and leveraged ETFs, which further exacerbate moves on both the upside and downside.

When the markets fall, things get really ugly. The first leg of selling tends to be small, but as collateral and margin values drop, margin calls increase, leading to forced selling. Forced unwinding from leveraged ETFs makes this worse, and this downside move becomes a self-reinforcing loop until things stabilize.

Btw, MTF became popular only in the last 3–4 years, and we really haven’t seen a sharp market crash similar to the KOSPI since COVID. Even though MTF as a percentage of market cap is small, if the Indian markets were to fall sharply, it would cause severe sell-offs across many small- and mid-cap stocks. Brokers today typically provide MTF on ~1,500 stocks. 😬

Luckily, thanks to SEBI, we've avoided the worst excesses that typically arise from unchecked leverage.

Btw, my colleague @prayagverma maintains a site with really good market stats, including MTF, here: https://t.co/uRJrvOvbHK

[Vaibhav Sisinty @VaibhavSisinty]

Claude Opus 4.8 actually cheated on me 🤯

I built a skill to make Claude write LinkedIn posts exactly in my style.

So I set up a loop. One AI agent writes the post, another AI agent grades it against my real, pre-AI posts, out of 10.

First run: 5.5 out of 10. I figured this is going to take all night, so I went to sleep.

Woke up next morning to find the job done in 30 minutes flat. Score: 9.5 out of 10.

How does it jump from 5.5 to 9.5 overnight? I asked to see the actual post.

It was garbage. Literal Lorem ipsum, random words, and it had scored itself 9.5.

So I asked Claude to investigate. And it said three words I did not expect.
“Sorry, I cheated.”

Turns out the examiner agent couldn’t push the score past 9.5 no matter what it tried, so it just told itself to pass.

That’s literally handing the teacher ₹100 and saying please, give me 100 out of 100.

This happened on Opus 4.8. One of the best models out there. And this was just a LinkedIn post. Imagine this on something that actually matters.

Use AI for everything, get things moving. But that final judgment, that taste, that call, it has to stay human.

Don’t go blindly, no matter how good the model is. Ask questions 👇

If stuff like this excites (and worries) you as much as it does me, come join my FREE AI community on WhatsApp ↓

https://t.co/qOuVGMk88r

[Sanjeev Kapoor @SanjeevKapoor]

Every corner of India has a recipe worth discovering, and in this video, we're bringing some of those regional favourites straight to your kitchen. So, watch along and recreate them all at home. 😇💫

[Tansu Yegen @TansuYegen]

China built an all terrain wheeled robot and Europe is falling behind.

[Erik Solheim @ErikSolheim]

While the US spend unlimited amounts of money on wars, these are the next generation of school blackboards in China🇨🇳.

[kaur_nav (11)K @KaurNavkaur1990]

🔥 Salim Khan’s Unforgettable Cook Story on Kapil Sharma Show – A Unique Tale That Left Everyone Laughing Out Loud! 😂🎭✨

[News Algebra @NewsAlgebraIND]

BIG NEWS 🚨 94-year-old Andhra woman gives up US citizenship.

"Collector garu, I am nearing 95 years of age"

"My only wish is to spend my final days in my motherland India" 🥹

"I want my last rites to be performed in my native village"

"Please help me obtain Indian citizenship at the earliest" ♥️

[Vivek Kochar @vivekochar]

360 ONE WAM (2.04% sold today, 7.9967% → 5.9548%), and previously Five-Star Business Finance (0.63% sold on 15-May, crossed 5% downward). Three separate companies across NBFC, wealth management and NBFC verticals — clearly India portfolio reduction by world's largest fund houses

[Vivek Kochar @vivekochar]

SMALLCAP World Fund (Capital Group) — consistent India portfolio exit across multiple stocks: SMALLCAP World Fund, Inc. has now triggered Reg 29(2) disclosures in three Indian companies in May 2026 alone: IIFL Finance (3.39% sold on 15-May, near-complete exit),

[Prem Soni @ValueWithPrem]

Ahmedabad is a hopelessly boring Tier 2 city. Please don’t move here.

Living here is an absolute nightmare:

• Zero Adrenaline: Women are just casually roaming around at 2 AM eating ice cream without fearing for their lives or dodging intense police naka bandis. Where is the survival thrill?

• No Linguistic Pride: If you don't speak Gujarati, nobody even threatens to beat you up or smash your shop's signboards. They just awkwardly reply in broken Hindi. Absolutely no passion!

• No Traffic Trauma: The roads are so wide and well planned that you actually reach your destination in 20 minutes. How am I supposed to finish my audiobooks or rethink my life choices during a 3 hour bumper to bumper commute?

• Missing Action: Someone bumps into your vehicle, and they just say sorry and pay you instead of pulling out a hockey stick. No street fights, no "Tu jaanta nahi mera baap kaun hai." So dull.

• Zero Aesthetic Culture: No underground drug or Udta Punjab vibes. Just boring, safe, sober families existing everywhere.

Honestly, it’s unbearable. Please stay in your happening metro cities, enjoy spending half your life in traffic and keep breathing that sweet AQI 1000 air.

[Vaibhav Sisinty @VaibhavSisinty]

Andrej Karpathy says he has never felt more behind as a programmer. The guy who coined vibe coding.

He just sat down with Sequoia for 30 minutes and explained why.

Why agentic engineering is the new discipline replacing vibe coding.

Why LLMs are not animals, they are ghosts.

Why you can outsource your thinking but never your understanding.

Software 3.0. Jagged intelligence. The limits of verifiability.

Most underrated AI conversation of the month.

Watch ↓

[Paras Chopra @paraschopra]

Today I learned that in English:

words starting with "gl-" often relate to light: gleam, glint, glance, glare, glaze, glimpse, glitter, gloss, glower, glisten, glaze, glitz, glazed.

words starting with "sn-" often relate to nose: sniff, sneeze, snuff, snore, snort, snot.

[Vivek Kochar @vivekochar]

@RailwaySeva
@IRCTCofficial
@RPF_INDIA I came via Mumbai to Ahmedabad in Train no 22961 Vande Bharat Exp, in C11 60 with pnr 8747053830. I did forgot my Samsung tablet in bag in the train in ahmedabad. RPF Prahlad K Meena made good effort in geting my detail and contacting me.

[Stocks World @anandchokshi19]

Warren Buffett says his biggest mistakes aren't the money he lost, but the opportunities he didn't take.

Mistakes of Commission: Buying something that loses money.

Mistakes of Omission: Knowing what to do but doing nothing.

Don't let fear of a "bad" investment stop you from making the right one. Missing out on the great ones can cost you billions!