[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@sandipsabharwal "Given that nearly XX% of Indian Retail Inflation benchmark #CPI comprises Food Products products As such it's tough for the inflation to remain in the 2-3% band consistently. This year food prices are very benign but any weather event like a harsh summer can create a food inflation spike. XX% of CPI is food in any case is excessive"
@sandipsabharwal on X 2025-07-18 04:37:22 UTC 122.6K followers, 8703 engagements

"Gold sales down a huge XX% in June July trends are also muted How are many Jewelery Companies reporting a XX% growth in the first quarter"
@sandipsabharwal on X 2025-07-15 02:55:58 UTC 122.6K followers, 86.1K engagements

"The value of Rare Earth Magnets that are imported from China and are a critical part of EV's and an important part of ICE Automobiles is just around Rs XXX Crores However given that China constitutes XX% of the supply of these currently if the issue of imports from China is not resolved it can bring the entire industry to a standstill by July end just before the festival season @narendramodi @PiyushGoyal @DrSJaishankar this issue needs an urgent diplomatic resolution"
@sandipsabharwal on X 2025-05-30 05:04:37 UTC 122.6K followers, 81.1K engagements

"Worst is over punters loading on to #OlaElectric on management commentary that they are going to "Make Profits" I doubt it I seriously doubt it. However if they do it by some miraculous turnaround then good for those who are stuck in the stock"
@sandipsabharwal on X 2025-07-14 09:45:35 UTC 122.6K followers, 11K engagements

"I am not sure about the credibility of this outfit however Vedanta has been a questionable group wrt minority shareholders interest for sure and the huge amounts being taken out as dividends by the parent company. However in bull markets many such groups tend to escape via restructuring equity raisings etc Lets see"
@sandipsabharwal on X 2025-07-09 07:16:04 UTC 122.6K followers, 9492 engagements

"The most funny thing about conference calls is that The analysts want the Managements thi tell them exactly how they are going to do so that they can just print that in company updates"
@sandipsabharwal on X 2025-07-17 15:08:27 UTC 122.6K followers, 9038 engagements

"Some people are comparing the entry of Jio Blackrock into the MF space to their entry into Telecom Tweaking government policy in your favour and outperforming via superior fund management are two different things I think they might gain some market share long term however are unlikely to impact large established players in any significant way"
@sandipsabharwal on X 2025-07-10 10:07:45 UTC 122.6K followers, 37.9K engagements

"Disappointing earnings from #TCS Growth seems to have completely collapsed. If this is a precursor to how other Technology Companies will do then the sector will have a tough time Only saving grace are the margins which did somewhat better than expectations"
@sandipsabharwal on X 2025-07-10 11:38:43 UTC 122.6K followers, 96.3K engagements

"Preliminary Report indicates Pilot Error as potential cause of the #AirIndiaCrash While they are not saying conclusively the series of events in the XX seconds points to that. While the sad tragedy has played out this could potentially rule out Engine Failure Issues and reduce the fear of flying which had set in"
@sandipsabharwal on X 2025-07-12 05:14:48 UTC 122.6K followers, 104.4K engagements

"Another Mid Tier Technology Company Tata Elxsi also reports extremely disappointing numbers with growth collapse much greater than that of #TCS Margins also under pressure Most Midcap IT Companies are trading at crazy valuations. Slow growth and high valuations are very tough to sustain"
@sandipsabharwal on X 2025-07-10 12:07:31 UTC 122.6K followers, 44.8K engagements

"A full and enjoyable day today Morning One hour Squash followed by One hour Padel Now #F1Movie Night #sinnervsalcaraz"
@sandipsabharwal on X 2025-07-13 10:21:21 UTC 122.6K followers, 9126 engagements

"Jokers Upgraded South Korea after a XX% rally All these brokerages are far behind the curve"
@sandipsabharwal on X 2025-07-17 08:37:00 UTC 122.6K followers, 14.2K engagements

"Normally Crude at XX week lows USD Declining globally Fall in Bond Yields with US XX year at X months low down from XXXX% early January to XXXX% now An easing monetary cycle Would be a bullish signal for Indian #StockMarkets However nothing seems to be working right now"
@sandipsabharwal on X 2025-03-04 08:45:59 UTC 122.6K followers, 32.4K engagements

"When I recommend a contrarian idea Many times I face the question " But this stock has done nothing for the last X years" Exactly that's why its cheap and now has triggers to be a contrarian investment"
@sandipsabharwal on X 2025-07-18 09:09:18 UTC 122.6K followers, 17.4K engagements

"Finally the Government realizes it's mistake of increasing import duties on Edible Oils last year which boosted food inflation hugely This can open up much more monetary easing by the #MPC @RBI Time to cut Petrol/Diesel prices also now @PMOIndia @FinMinIndia"
@sandipsabharwal on X 2025-05-31 11:56:56 UTC 122.6K followers, 42.5K engagements

"It's management's job to sound bullish about their company. As investors we must filter their optimism through the lens of industry and economic reality Are they: 🔹 Overly optimistic 🔹 Realistically optimistic 🔹 Understating potential Only then should we decide. Never blindly follow management commentary.""
@sandipsabharwal on X 2025-07-13 01:20:57 UTC 122.6K followers, 8596 engagements

"#SBI QIP gets bids 4-5X offered value of Rs 25000 Crores I believe SBI is cheap relative to growth prospects and in the context of the current expansionary monetary policy cycle Pricing is good for Bank as well as investors who should make decent money over the next 1-2 years"
@sandipsabharwal on X 2025-07-17 09:09:55 UTC 122.6K followers, 13.5K engagements

"After the very strong #GDP print The May #GST collections growth of XX% is also supportive of a pick up of growth in the current financial year. The impact of monetary easing is yet to start contributing to growth impetus Don't trust #Experts" giving excessively bearish #StockMarket views"
@sandipsabharwal on X 2025-06-02 01:44:59 UTC 122.6K followers, 24.3K engagements

"RESEARCH ANALYST SERVICES PERFORMANCE FROM CONVICTION INVESTING PLATINUM PLAN- Smallcaps+Largecaps TARGET MIDCAP PORTFOLIO- Pure Midcap TARGET BLUECHIP PORTFOLIO- Pure Large cap WINNERS PLAN-Smallcaps CONTRA STRATEGY- Contrarian focused 9-15 Stock portfolios SHORT TERM Regular Profit Booking and F&O Trading Plans also available Discount on COMBO PLANS WhatsApp 7303163931"
@sandipsabharwal on X 2025-07-19 01:47:31 UTC 122.6K followers, 6093 engagements

"Please remember there is no global inflation shock High #Tariffs in the USA will reduce supplies and increase inflation in that economy However As more goods are available cheaper for rest of the world it's deflationary for other economies As such monetary policy will diverge significantly"
@sandipsabharwal on X 2025-07-15 16:21:51 UTC 122.6K followers, 12.9K engagements

"Ola Electric Net loss at XXX cr vs loss of XXX cr (YoY) Revenue down XX% at XXX cr vs 1644 cr (YoY) I thought that management had guided for the opposite sometime back i.e. Sales will grow XX% and losses will come down substantially. Looks like they are in a deep hole now"
@sandipsabharwal on X 2025-07-14 05:02:35 UTC 122.6K followers, 11.4K engagements

"Initial smaller bank results reflect a strong control on NPAs and reduction in writeoffs Augurs well for financials Will know more as bigger bank results start today with Axis Bank"
@sandipsabharwal on X 2025-07-17 08:02:32 UTC 122.6K followers, 11.5K engagements

"#CPI inflation again undershots expectations Policy rates of XXX% are still too high for a XXX% inflation and when #WPI is actually negative Although @RBI #MPC under the new governor has done a lot still more can be done"
@sandipsabharwal on X 2025-07-14 11:20:44 UTC 122.6K followers, 17.4K engagements

"Fed Stance is irrelevant at this stage as the Tariffs are distorting US Monetary Policy Track the monetary policy in other economies No one is blindly following the US Fed at this stage"
@sandipsabharwal on X 2025-07-14 11:55:53 UTC 122.6K followers, 7194 engagements

"First of the X movies to watch done #MetroInDino Good fun #F1Movie tomorrow"
@sandipsabharwal on X 2025-07-12 16:43:31 UTC 122.6K followers, 12.9K engagements