Joined May 2026
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- Followers 35
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Jun 8
10 sectors where India's โน58T capex cycle is flowing in FY27.
Which theme are you most bullish on? ๐ #IndianStocks #NSE #CapitalMarkets #Nifty #StockMarket
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๐จ Deal on the brink โ Israel just bombed Beirut. Again.
IDF struck Hezbollah "infrastructure" in Dahiyeh, south Beirut TODAY.
2 killed. 11 wounded. Civilian neighbourhood.
Iran's response:
"We will not just halt negotiations โ we will directly confront the enemy."
The core problem:
๐ฎ๐ฑ Israel says Lebanon ceasefire is SEPARATE from Iran deal
๐ฎ๐ท Iran says any deal MUST include Lebanon
๐บ๐ธ Trump calls it "a separate skirmish"
Result:
MOU text agreed โ
Deal signed โ
Hormuz still closed โ
Oil stays elevated โ
Netanyahu is effectively holding the Iran deal hostage.
Markets wanted a done deal this weekend.
They're not getting one.
Watch oil Monday morning. That's your verdict.
#Iran #Israel #Beirut #Hezbollah #CrudeOil #Hormuz #GlobalMarkets #Nifty
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๐จ BREAKING: US-Iran MOU text AGREED.
Here's what's in it:
๐ข๏ธ Strait of Hormuz reopens immediately
๐ต $25 billion in Iranian frozen assets to be released
๐ No new US sanctions during 60-day window
โข๏ธ Iran commits โ no nuclear weapons
โณ Full nuclear deal to be negotiated in 60 days
Fine print:
Iran gets NOTHING upfront.
Assets release = compliance-based only.
Signing expected this weekend.
What this means for markets:
๐ Oil crashes โ inflation cools
๐ Fed rate hike fears ease
๐ฎ๐ณ India is the biggest winner โ we import 85% of our oil
Watch crude Sunday night. That's your signal.
#Iran #Hormuz #CrudeOil #OilPrices #Nifty #GlobalMarkets
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Leaked terms of the draft U.S.-Iran interim deal reveal a massive shift: Iran to reopen the Strait of Hormuz & temporarily freeze uranium enrichment.
In exchange, the U.S. will reportedly unlock $25B in frozen assets, lift port blockades, and grant oil sanction waivers. #MiddleEast #Iran #BreakingNews
Meanwhile, Hezbollah and Israel continue to fight with heavy bombings reported
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๐ The AI black cloud is real on Indian IT.
If I have to place bets right now โ #Coforge & #PersistentSystems
๐ปCoforge framing is crystal clear:
๐ก๏ธ๐ก๏ธโIn an AI-infused era, our G&A costs have to be held constant in absolute termsโฆ enabled by automation and AI-led interventions.โ
๐ช๐ชTheyโre not defending the old model. Theyโre positioning for the modernization surge agentic deployment wave the new high-margin managed services layer.
๐ปPersistent has a clean parallel:
๐๐Built on engineering & business hyper-productivity data readiness โ deliberately breaking the old linear link between revenue growth and headcount addition.
Both are moving from โmore people = more revenueโ to platforms, outcome-based models, and AI value pools.
Still a bet. Needs to play out.
#Coforge #PersistentSystems #IndianIT #AI
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Must read if you trade flags - a post by the master himself! @VCPSwing
x.com/VCPSwing/status/198847โฆ
12 Nov 2025
๐ฉ Trading Flags 101: The Secret Behind 20โ40% Breakouts
Hereโs the core idea ๐
โฃ Look for High Demand Stocks: 20โ40% moves in just a few days.
โฃ After a Big Push, the Shallow Retracement is the key signal : leaders donโt correct deep.
โฃ On the Daily Timeframe, the stock should surf along the 10/20 EMA like a wave
โฃ The best setups happen when you see Expansion after Contraction right near those MAs ,thatโs where momentum re-ignites.
๐ How to Scan:
1-Month Performance > 10%
Basic Liquidity Filter (no illiquid junk)
These are the stocks forming bullish flags or mini bases that can lead to the next explosive leg.
If this gets good traction (likes, retweets, shares). Iโll drop my Modelbook of real examples exhibiting these characters
Letโs see who wants it ๐
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AI broke 25 years of tech price deflation.
Microsoft, Adobe, Salesforce all raising
subscription prices as AI features get bundled in.
Consumer software: 10% YoY.
Electronic component input costs: 25% YoY.
For India:
๐ข IT (TCS, Infosys) โ better billing rates
๐ด EMS (Syrma, Aimtron) โ input cost pressure
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Is this a signal for Indian IT index turning around after a severe beating? Worth tracking closely
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๐จ June 14 โ D-Day for Iran deal?
Trump says MOU to be signed TODAY in Geneva.
Who signs:
๐บ๐ธ JD Vance (US)
๐ฎ๐ท Mohammad Baqer Qalibaf (Iran Parliament Speaker)
What's in it:
โ 60-day ceasefire extension
โ Iran frozen assets released gradually
โ US oil sanctions waived
โ Hormuz reopens (with Iranian arrangements)
โ Nuclear talks begin AFTER signing
What's NOT in it:
โ No nuclear commitment yet
โ Israel not part of MOU
โ Lebanon ceasefire still contested
Iran FM: "Changes still possible"
Trump: Has claimed a deal was close 30 times.
๐ข๏ธ Watch Brent on Sunday night /
Monday morning Asia open.
#Iran #Hormuz #CrudeOil #G7
#IndianMarkets #Nifty #Geopolitics
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Jun 13
๐จ Breaking ยท Bloomberg, June 12
G7 officials: US-Iran MOU could be
signed as early as Sunday in Geneva.
G7 summit: June 15-17, รvian, France
Signing venue: Geneva (across the border)
US reps: JD Vance Steve Witkoff
What's in the MOU (per Iran's Mehr):
โ Hormuz reopens
โ US lifts oil sanctions
โ $24B Iranian funds unfrozen
โ 60-day nuclear talks begin after signing
โ ๏ธ Sticking points remain:
โ Israel NOT part of negotiations
โ Israel resisting Lebanon ceasefire clause
โ Trump previously rejected unfreezing funds
โ Full MOU text not yet public
๐ข๏ธ Brent $88.62 โ watch for sharp move
on any Sunday announcement.
Source: Bloomberg ยท June 12, 2026
#Iran #Hormuz #CrudeOil #G7
#Geopolitics #IndianMarkets #Nifty
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Jun 13
The most dangerous phrase in trading:
"I'll just wait for it to come back."
Spoiler: it didn't.
Spoiler 2: your account didn't either.
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Jun 13
FOMO and not taking your stop loss have destroyed more trading accounts than Genghis Khan destroyed empires.
And at least Genghis Khan had a plan.
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Jun 13
90% Indian traders and investors will have only one prayer on their lips this weekend. Any guesses?
๐๐
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Jun 13
US Israel vs. Iran. Then there is Pakistan with the Islamabad MoU.
Who is the deewana abdullah here?
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Jun 12
๐ Nuclear sector gets a big policy boost.
Finance Ministry โ June 11:
Retrospective customs duty exemption on
nuclear power imports covering Apr 2019
to Jan 2026.
Exemption also extended to 2035
via Union Budget 2026.
Stocks that rallied today:
โ๏ธ MTAR Technologies 13%
โ๏ธ Walchandnagar Industries 13%
โ๏ธ Power Mech Projects 13%
โ๏ธ L&T (nuclear supply chain)
Why it matters:
โ Refunds on customs duty paid since 2019
โ Lower project costs going forward
โ India targeting 3ร nuclear capacity
over the next decade
โ Private sector nuclear now open
Nuclear is no longer a PSU-only theme.
#NuclearEnergy #MTARTechnologies #LT
#IndianStocks #NSE #CleanEnergy #Nifty
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Jun 12
๐จ Deal or no deal?
Trump ยท June 12, 9:40 AM:
"Terms Iran leaked have NOTHING to do
with what was agreed to in writing."
Iran via IRNA:
โ No Hormuz commitment
โ No nuclear agreement in MOU
โ Final decision NOT yet taken
Both sides publicly contradicting each other.
No deal is confirmed yet.
๐ข๏ธ Brent $88.62 โ watch for a sharp reversal
if talks collapse again.
#Hormuz #CrudeOil #Geopolitics
#IndianMarkets #Nifty
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Jun 12
๐จ US-Iran deal โ two very different stories.
TRUMP: "Great settlement. All parties agreed.
Hormuz will reopen. Nuclear material removed."
IRAN (IRNA official):
โ No commitment to cede Hormuz management
โ Hormuz future = regional matter via
Tehran-Oman dialogue
โ No nuclear agreement in current MOU
โ Nuclear talks only AFTER signing,
within 60 days
โ Final decision on deal NOT yet taken
Meanwhile on June 12 โ US shot down 2
Iranian drones near Hormuz after Iran
fired on a transiting tanker.
๐ข๏ธ Brent fell from $93 โ $88 on deal hopes.
Watch: if Iran firms up position, oil snaps back.
This is an MOU framework โ not a peace deal.
#Iran #Hormuz #CrudeOil #Geopolitics
#IndianMarkets #Nifty
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Jun 12
โ๏ธ US-Iran deal update ยท June 12 Trump says agreement approved "in concept and great detail" by US, Israel, Saudi Arabia, UAE, Qatar others. Deal terms include: โ Removal of enriched nuclear material โ Dismantling of enrichment infrastructure โ End to Iranian proxy support
โ ๏ธ Important caveats: โ Israel is NOT formally party to the MOU โ Iran's state media has NOT confirmed โ Trump has announced a deal 38 times in 2 months. Treat with caution.
Markets trading this as a positive. Hormuz reopening = the real trigger to watch. #Iran #Israel #Geopolitics #CrudeOil #IndianMarkets #Nifty
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