I am starting a series of X threads where I will use my Physics concepts knowledge and how it meets the world of investing. All of my finance knowledge is gained in last 3 years after I got in touch with @soicfinance @ishmohit1 Topic: Entropy in Markets: Why Disorder is Natural

My new favorite corner of the house! 😊 Though the little man has already claimed it with his desktop 😄, so another desk may be on the way. CMS meetings, lectures, and investing webinars start from here now. #PhysicistLife #newworkdesk #favoriteplace

At the age of 15, he is the backbone of a batting lineup of franchise IPL team... Unbelievable! #RRvsGT #IPL

The “Elites” are exposing themselves What a time to be alive to see their entitlement being taken away.

One of the best books I have read in the past year or so.. being a person with interest in Geography and Global affairs, it gives you so much perspective about the countries and regions of the world ! Must read. Thanks @ishmohit1 for the recommendation! @soicfinance

Kabi match finish nahi karta yaar ye.. aisi jagah out hota hai ki fass jata hai match.. story of #DC this year #ipl #RRvsDC #ipllive

Back-to-back #WorldChampions! Defending a #WorldCup takes character and this team led by @surya_14kumar played with real intent on the biggest stage! 🇮🇳 @IamSanjuSamson @ishankishan51 @OfficialAbhi04 were outstanding in the final. Sanju, across the opportunities showed again why he’s a match winner. Ishan was consistent right through and played a solid role in India’s run. @IamShivamDube @hardikpandya7 shifted momentum at will when the game demanded it. @Jaspritbumrah93 was truly special, the tougher the situation the better he got! @akshar2026 was magical with the ball, picking up crucial wickets, with Hardik, @arshdeepsinghh and #VarunChakaravarthy keeping the pressure on throughout. Congratulations to coach @GautamGambhir and the entire support staff as well! A lot of hard work goes into moments like this! India, World Champions again. 🇮🇳🏆 @BCCI #ICCT20WORLDCUP #INDvNZ

Champions! Congratulations to the Indian team on winning the ICC Men’s T20 World Cup! This remarkable triumph reflects exceptional skills, determination and teamwork. They have shown outstanding grit through the tournament. This victory has filled every Indian heart with pride and joy. Well done, Team India!

This tournament showed how far ahead India is in T20 cricket. They were not at their best in group stage, made mistakes yet qualified. And in the big games their batting might stepped up 💪🏼🙌🏼🏆 #INDvNZ #T20WorldCup

Champions ⭐️⭐️⭐️ Phenomenal win for Team India in Ahmedabad. Absolutely no match for the explosive cricket played by us throughout the tournament. Brilliant character shown by the boys to keep fighting in tough situations and become world champions once again. Congratulations to all the players and all the members of the management for achieving this feat. Jai Hind 🇮🇳❤️

What a boring series is this #knightofsevenkingdoms ! Very painful to go through those 6 episodes and at the end you get nothing to get excited about... What a miss !

8 years ago, you made us parents. 8 years later, you make us proud every single day. Happy 8th Birthday, Vivaan. You are our greatest blessing. 🎂💙 Mumma Papa Loves you the most 😍😘😘 Level 8 Unlocked! 🚀

If you want to understand India, walk around early morning outside your building, with a silent mind and observe. - The small help chopping onions at the kachodi sabzi point. - The kiranawala lighting agarbatti (incense sticks) at the feet of a picture of Krishna at his store. - The tea vendor heating his stove at the corner store. - The construction worker placing the first brick of the day. Real India is honest and hard-working, they work longer hours than us, they have good intent. Just in need of more opportunity and some support.

ਮਨ ਨੀਵਾ, ਮੱਤ ਉੱਚੀ। 🙏

Is Raat Ki Subah Nahin - All eyes on 9:07 am

Wonderful to speak with my dear friend President Trump today. Delighted that Made in India products will now have a reduced tariff of 18%. Big thanks to President Trump on behalf of the 1.4 billion people of India for this wonderful announcement. When two large economies and the world’s largest democracies work together, it benefits our people and unlocks immense opportunities for mutually beneficial cooperation. President Trump’s leadership is vital for global peace, stability, and prosperity. India fully supports his efforts for peace. I look forward to working closely with him to take our partnership to unprecedented heights. @POTUS @realDonaldTrump

BIG BREAKING ⚠️ Trump announces Trade Deal with India, announces immediate slashing of tariffs, calls Modi "one of my greatest friends, a powerful and respected leader of his country."

12 books I managed to read outside of Physics in 2025 😊 #goodreads one thing I inherited from my father is reading ! Will continue in 2026 !

If your love with stock market ends with a correction and you start preaching about FD. Love wasn’t true in the first place or the time horizon was wrong. Nature of returns is lumpy. Always remember this before falling in love. Only very few stay around for the long term. Another way is to have good asset allocation in place which will always give you staying power. No matter what type of market structure is there..

Timepass talk on a Sunday 1. Interarch - Is currently at 20x forward earnings and that's a decent valuation for a company guided to grow at 20%. Any further fall is an opportunity 2. HBL Engineering - If Railways makes announcements about Kavach re-tendering/extension in the next week or two, that would give clarity. Even if we assume they could do only 300cr PAT in H2, it's still 27 P/E FY26 which is quite attractive. But the current fall is less about valuations and more about sentiment. 3. Dynamatic - Is it a false alarm or genuine one i don't know, but certainly seems to be at inflection point. Challenge sometimes is, passionate/obsessed promoters may not always be great stock market friendly businessmen! 4. Pondy Oxides - If market gives it 40 P/E, at 55 EPS for FY27, it has excellent upside but the challenge with metal/recycling companies is, the winds of pain may start from any side at anytime. 5. Artemis Medicare - Best in class ARPOB, Quality Management, opportunity for margin improvement, well planned expansion, one of the best MVT names, makes it a name to watch out for next 3-4 years 6. GOLDBEES - Volatility is not going to go away. So, always good to have some stable component in the PF. 7. PSUBANKBEES - Govt's update on FDI limit brought down spirits down a bit, but certainly add stability to the PF. Who knows if and when FIIs come back, instead of private banks, they might be attracted to PSU Banks! 8. Manorama - The planned plant shutdown for a month got the spirits down but mgmt. increased the guidance for FY26 and barring a deep-s#it recession, should do well for next few years. Technically still not in strong zone, so, this weak market may give few more opportunities 9. MCX - Not cheap by any means but playing the 10 DMA quite well. Expected to have a bumper Q3 plus several triggers emerging for future. Beauty about platform companies is, they keep giving multiple opportunities almost every year. 10. KFin Tech - It's hanging around the range where Kotak, Société Générale and Wasatch Advisors have entered. They are growing their international footprint but they are seeing more competition domestically. 11. JM Financial - At attractive price for someone with patience. 12. Nuvama - It is showing a bit of weakness, so, any 7-10% fall is an opportunity. 13. PGEL - Euphoria post results seems to be calming down. Another 15-20% correction might interest me 14. KRN Heat - It was in 760s on Friday. With the expanded capacity, can they grab the business or not, i don't know but they certainly have lots of opportunities on this globally warmed planet where electricals and electronics will continue to thrive. 15. Acutaas - If markets continue to be weak, another 5-10% fall might be there and that would be an opportunity (Of course, TTM valuations wouldn't still look cheap) 16. Windlas Bio - Seems to be at good levels with good management but mgmt. spent more time talking about ESOPs than the guidance. 17. Laurus - Still looks attractive to me considering H2FY26 and FY27 prospects but yes, no MoS (guess, no MoS and attractive = Oxymoron)

Diversification in 20-25 names across good businesses has immensely helped me during this turbulent phase. Diversification gives you staying power too which is under appreciated in bear markets