Joined May 2018
175 Photos and videos
stockpattern retweeted
Alkem launches Semaglutide pre-filled syringes at price starting 350/- Indian Pharma companies are making expensive medicines affordable for masses. No one can beat them in this.
1
7
92
7,313
##RESTART POLICY ##
13
stockpattern retweeted
Why do I get the feeling that the US and Iran are engaged in a "Pas de deux":a French ballet term meaning "step of two,"? Basically, escalate via words one week, de-escalate the next week, thereby, keeping Oil prices high - BUT not too high either because that will result in hahakaar to end the War by everybody. That's exactly why Oil has remained in this trading range: I think it's being KEPT there by these two. Because they are making a ton of money, off the ROW. Chalne do... keep things on slow boil... what's the hurry? Which is exactly what I wrote on March 18th, in Business Standard, " The Calculus of War" that these guys love this War. Baccha Party, read it again. Remember: written on March 18th. When everybody was calling a quick end to the War - I argued the opposite
Le Grand Fromage piece in Business Standard today: The Algebra of the Calculus of the War. Don't fall for the crocodile tears. US has Venezuela and needs higher Oil prices to boost production from old Infra. So do ME, Russia, Iran. ROW can go €¥$¢ itself
87
75
618
123,434
Dubai what's the plan
13
Chudasama log maa ki ch** tumhari...bc Margau tum naali kai keedai...aadmi kehlana kai Layak nahi ho tum....
20
stockpattern retweeted
Le Grand Fromage drops yet another piece. Going to be probably the MOST UNPOPULAR piece on Investing Macroeconomic shifts EVER written. My article in today's Business Standard. Read deeply, reflect quietly ROTATE energetically!! Agree or disagree? business-standard.com/opinio…
83
53
395
85,280
stockpattern retweeted
Good News for Indians! Dubai Makes Residency Visa Easier Dubai has removed the minimum property purchase requirement for 2-year residency visas. The Dubai Land Department (DLD) has scrapped the 750,000 dirham threshold for solo investors. Now it’s much easier to get a residency visa by buying property in Dubai. This move will attract more investors, especially from India, by making the process simpler and more affordable. A big opportunity for those looking to invest in Dubai real estate! 🇮🇳🇦🇪 niftykaboss.com
66
115
820
167,766
stockpattern retweeted
Since months have been sharing views on BANKNIFTY and Banking stocks. I guess you know the views that glory days are over and fancy income streams are diminishing. Rest to each its own as always. #discipline #patience
15
3
180
26,186
stockpattern retweeted
JPMorgan downgraded India, but a line nobody is quoting is the harshest one: "Limited exposure to next generation technology." But the index is not the country. JPM ran a screen on the Nifty 50 and called it. Honestly they aren't entirely wrong. The Nifty 50 is mostly banks, FMCG, energy and IT services. None of that is next gen. But the next gen layer in India IS being built. It just doesn't sit in the Nifty 50. Almost all of it is mid or smallcap. And most of it is down 30 to 40% in the last year. Here's what's actually on the list. 🔹 Kaynes Technology: Kaynes Semicon's OSAT plant in Sanand started commercial production in February. ₹3,300 cr investment. Designed for around 60 lakh chips a day. India's second operational semiconductor unit. 🔹 CG Power: CG Semi JV with Japan's Renesas and Thailand's Stars Microelectronics. ₹7,600 cr OSAT in Sanand. G1 inaugurated August 2025. Commercial production targeted in 2026, ramping toward roughly 4 billion chips a year across two units. 🔹 Tata Elxsi: design services for software defined vehicles, ADAS, embedded electronics. FY26 revenue ₹3,757 cr at a 23.4% PBT margin. Stock down around 30% in a year. 🔹 MosChip Technologies: fabless chip design. Won a ₹509 cr contract from C-DAC to design India's indigenous 5nm HPC processor "AUM" with Japan's Socionext, on TSMC's 5nm node and Arm Neoverse V2. 🔹 Netweb Technologies: designs and builds AI servers in India under the Tyrone brand. Official Nvidia partner. One of four Indian companies Nvidia itself named for India's AI factory build out. 🔹 Tata Communications: large Nvidia Hopper deployment for its public cloud, Blackwell coming next. About 22 data centres globally and an enterprise AI Studio. 🔹 E2E Networks: listed AI first hyperscaler. Nvidia partner. The smallest of the four Nvidia named, also the purest play. 🔹 Dixon Technologies: the EMS layer the rest sits on. Contract manufactures laptops for HP, Lenovo, Acer and Asus, Pixel phones for Google. Not next gen itself, but it's the manufacturing capacity that lets the rest scale. JPMorgan's call at the index level is correct. India does not have an Nvidia, an ASML, a TSMC. But the equivalents at the seedling stage are already listed. The bull case isn't that the Nifty 50 leads the next decade. It's that this list does. And none of it shows up when a foreign desk runs a screen on the Nifty 50. When the cycle rotates back, this is the basket they will come back to. ⚡️Disclaimer: Just my opinion, looking at the JPM report. Not a Buy or Sell recommendation.
32
196
945
112,813
stockpattern retweeted
Excellent thoughts if we can follow to whatever extent we can. Yes I am Changing ! Now that I'm above 50. Someone asked me what is changing. My response👇' Yes, I am changing. *After loving my parents, my siblings, my spouse, my children, my friends, now I have started loving myself.* Yes, I am changing. *I just realised that I am not “Atlas” & the world does not rest on my shoulders.* Yes, I am changing. *I now stopped bargaining with poor vegetables & fruits vendors. After all, a few rupees more is not going to burn a hole in my pocket but it might help the poor fellow save for his daughter’s school fees.* Yes, I am changing. *I pay the autowalla / cabbie & walk away without waiting for the change. The extra money might bring a smile on his face. After all he is toiling much harder for a living than me.* Yes, I am changing. *I stopped telling the elderly that they have already narrated that story many times. After all, the story makes them walk down the memory lane and relive the past.* Yes, I am changing. *I have learn not to correct people even when I know they are wrong. After all, the onus of making everyone perfect is not on me. Peace is more precious than perfection.* Yes, I am changing. *I give compliments freely & generously. After all its a mood enhancer not only for the recipient, but also for me*. Yes, I am changing. *I have learnt not to bother about a crease on my shirt or a spot on my Jacket. After all, personality speaks louder than appearances*. Yes, I am changing. *I walk away from people who don't value me. After all, they might not know my worth, but I do*. Yes, I am changing. *I remain cool when someone plays dirty politics to outrun me in the rat race. After all, I am not a rat and neither am I in any race*. Yes, I am changing. *I am learning not to be embarrassed by my emotions. After all, it's my emotions that make me human.* Yes, I am changing. *I have learnt that its better to drop the ego than to break a relationship. After all, my ego will keep me aloof whereas with relationships I will never be alone*. Yes, I am changing. *I demand for whatever is due to me. After all, accepting injustice is almost as bad as doing injustice*. Yes, I am changing. *I've learnt to live each day as if it were the last. After all, it might be the last* . Yes, I am changing. *I am doing what makes me happy. After all, I am responsible for my happiness, and I owe it to me.*
74
68
499
33,074
The work which we avoid gives you immense success and joy
9
stockpattern retweeted
The most powerful skill you can develop is the ability to reset fast. Bad conversation? Move on Bad day? Start fresh tomorrow Missed workout? Go again next day Poor decision? Learn and adjust Wrong trade? Book loss You can’t control what happens to you. But you can control how long you stay stuck in it.
47
51
421
17,497
stockpattern retweeted
I made a net profit on #PFOCUS after attempting it 3 times in 4 days. Most people just delete the scrip, curse it, and move on. That’s exactly why the stock goes up smoothly the third time. You were the weak liquidity for strong players. #BroTip
3rd and my final attempt on this one #NewPosition - LONG in #PFOCUS at 271 stop 265.5 Target: t.ly/_XCrz Disc: Not a buy recommendation. Do NOT copy and lose your capital because you are very likely to.
10
8
190
21,316
stockpattern retweeted
Hypothetical transformation of the polluted Yamuna riverbank behind the Taj Mahal...

730
1,785
16,202
2,445,926
Ab aaya samjh....
1
22
stockpattern retweeted
लोकचंद्र में थोड़ी सी आलू-चना कर दो तो गर्म कड़ाही में पड़े पॉपकॉर्न की तरह उछलने लगते हैं ये डरपोक भाजपाई😂😂😂
38
926
3,048
35,004
बजट पर उद्धव ठाकरे का ये वीडियो सदाबहार रहेगा... निर्मला सीतारमन पर कोई जवाब नहीं #Budget2026
36
580
2,368
42,134
stockpattern retweeted
11 साल पहले शिक्षा का बजट टोटल बजट का 4.5% था, मोदी जी ने घटा कर 2.5% कर दिया उच्च शिक्षा का बजट टोटल बजट का 2.5% था, अब 0.9% है रक्षा का बजट टोटल बजट का 17% था, अब 13% है और वो मेक इन इंडिया वाला बब्बर शेर मिमिया क्यों रहा है? मैनुफैक्चरिंग GDP का मात्र 12.8% क्यों?
519
5,638
18,638
323,601
stockpattern retweeted
#Budget2026 Boss this was some market react to UPA2 win. Then there was Dream Budget of PC.

32
145
826
176,138
Ab toh LC hi lagega kal
21