#  @vanshpansari_ VANSH PANSARI VANSH PANSARI posts on X about strong, india, silver, gold the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1882685165832695808/interactions)  - [--] Week [------] +83% - [--] Month [------] +500% ### Mentions: [--] [#](/creator/twitter::1882685165832695808/posts_active)  ### Followers: [-------] [#](/creator/twitter::1882685165832695808/followers)  - [--] Week [---] +34% - [--] Month [---] +115% ### CreatorRank: [---------] [#](/creator/twitter::1882685165832695808/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [ncaa football](/list/ncaa-football) **Social topic influence** [strong](/topic/strong), [india](/topic/india), [silver](/topic/silver), [gold](/topic/gold), [stocks](/topic/stocks), [commodities](/topic/commodities) #318, [$6753t](/topic/$6753t) #1700, [longterm](/topic/longterm) #459, [finance](/topic/finance), [ipo](/topic/ipo) #604 **Top accounts mentioned or mentioned by** [@ashish4vedi](/creator/undefined) [@indianequities1](/creator/undefined) [@ghaijasmeets](/creator/undefined) [@reematendulkar](/creator/undefined) [@gdorababu](/creator/undefined) [@anujsinghal](/creator/undefined) [@chandrarsrikant](/creator/undefined) [@shereenbhan](/creator/undefined) [@marossefcovic](/creator/undefined) [@parikshitl](/creator/undefined) [@cnbctv18news](/creator/undefined) [@cnbctv18live](/creator/undefined) [@sharad9dubey](/creator/undefined) [@ankitinvesting](/creator/undefined) [@captveeresh](/creator/undefined) [@cavaibhav96](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "🚨 Sunteck Realty: Big Moves Ahead 🏗 📈 Return potential: +55% (based on consensus TP) 🏢 Plans to launch projects worth Rs 110B GDV in next [--] quarters (FY26) 💰 Guided 20% YoY growth in collections for FY26 🌍 Strong backing FII holding 19.4% DII holding 7.5% (Q1FY26) #StockMarket #RealEstate #SunteckRealty" [X Link](https://x.com/vanshpansari_/status/1963580176622932225) 2025-09-04T12:29Z [--] followers, [---] engagements "📊 Mahindra Finance (MMFSL) PAT grew from [----] Cr (2018) [----] Cr (2025) yet stock gave [--] returns since [----] 🤔 Q1 FY26: AUM +15% PAT [---] Cr (+3%) NIMs bottomed out ✅ 🚜 Tractor disbursements +21% YoY rural cashflows driving growth Diversification on track: SME (LAP focus) Mortgage arm now PAT positive ✨ With Modi 3.0s rural + infra push MMFSL could finally break its 7-yr stagnation #MahindraFinance #RuralIndia #NBFC #GrowthStory #StockMarket #Modi3_0 #WealthCreation" [X Link](https://x.com/vanshpansari_/status/1969285572981375009) 2025-09-20T06:20Z [--] followers, [--] engagements "Banking Q2FY26 Results Tomorrow What to Expect HDFC Bank NIMs likely down QoQ EBLR repricing pressure 📉 Growth: business banking gold auto PL/CC 🚀 Credit cost lower Key: loan growth & NIM bottoming #HDFCBank #BankEarnings IndusInd Bank Margins may surprise positively ✨ Credit cost 2.4% possible one-off provisioning Corporate banking revival 💼 Core fees up modestly MFI asset quality key #IndusIndBank #BankingUpdate ICICI Bank Stable asset quality ✅ NIMs may surprise on growth & CASA 💹 No treasury gains RoA pressure Opex impacted by festive spend & PSLC Loan growth key #ICICIBank" [X Link](https://x.com/vanshpansari_/status/1979058737135448217) 2025-10-17T05:35Z [--] followers, [---] engagements "Why Aluminium Stocks Are Surging 🔥⚙ Aluminum at $2865/t LME Aluminium up 8% in 1M Alcoa +12% overnight global aluminium giant CEO says current prices + Midwest premiums offset tariff impact Rate cut hopes & supportive macro boosting non-ferrous sentiment #Aluminium #MetalsRally #Commodities #Alcoa #LME #Markets #Macro" [X Link](https://x.com/vanshpansari_/status/1981647447014121690) 2025-10-24T09:02Z [--] followers, [--] engagements "Kotak Bank Q2FY26 Preview 🔍💼 MFI stress likely peaked in Q1; credit costs may ease PL credit cost trajectory improving; credit card losses to cool from Q3 Slight NIM dip expected Lower SA rates + lesser reliance on wholesale TD to aid funding costs Growth led by secured segments Home Loans SME & Agri 🚀 #KotakBank #Banking #EarningsPreview #Q2FY26 #Financials #StockMarket" [X Link](https://x.com/vanshpansari_/status/1981647695040147568) 2025-10-24T09:03Z [--] followers, [---] engagements "Positive for Tata Steel ⚙🔥 European steelmakers are eyeing a 100/tonne price hike a major tailwind for Tata Steel Europe. Recent move: 🏗 ArcelorMittal hikes HRC prices Dec deliveries: 630/t (+3.3%) Jan deliveries: 650/t (+6.5%) With safeguard duties raised to 50% higher steel prices could boost margins for Tata Steels EU arm. #TataSteel #Steel #ArcelorMittal #CommodityUpdate #MetalStocks #Europe #HRC #NiftyMetals" [X Link](https://x.com/vanshpansari_/status/1981658245904417121) 2025-10-24T09:45Z [--] followers, [--] engagements "🚀 Kotak Mahindra Bank Q2FY26 Highlights 📉 NIMs dip on lower yields & slippage reversals 💰 Other income down offset by lower opex & provisions 📈 Advances growth led by BB SME HL & corporate ⚖ Fresh slippages fall; credit cost eases (CC & MFI) 🏦 CoF down; H2 to gain from deposit repricing & CRR cut 📊 NIMs set to expand over next [--] quarters 💳 PL credit cost to decline; MFI outlook positive 🚚 Retail CV segment remains stressed #KotakMahindraBank #Q2FY26 #BankingUpdate #NIM #CreditCost #AdvancesGrowth" [X Link](https://x.com/vanshpansari_/status/1982390391077810415) 2025-10-26T10:14Z [--] followers, [---] engagements "SAIL 🚀 Up 6% ahead of Q2FY26 results (post-market) 🔔 🔹 Higher volumes may offset softer steel realizations 🔹 Realizations maybe lower due to seasonal price cuts 🔹 Volume boost expected from NMDC trading 🔹 EBITDA maybe dragged by lower steel prices; partly supported by stable coking coal prices 📊 Q2FY26 Preview (Cons) Revenue 2.5% to [-----] Cr EBITDA 18.6% to [----] Cr Margins [---] bps to 8.9% Net Profit to [---] Cr vs [---] Cr #SAIL #SteelSector #Q2Results #EarningsPreview #PSU #Commodities #IndiaMarkets" [X Link](https://x.com/vanshpansari_/status/1983423077045158038) 2025-10-29T06:38Z [--] followers, [---] engagements "💥 Vedanta Q2FY26 Preview Results Tomorrow EBITDA may rise powered by stronger aluminium & zinc realizations ⚙ Margins to expand as softer alumina prices ease cost pressures 💨 Higher production cost & weak Oil & Gas may temper gains ⛽ 👀 Key watch: demerger update debt roadmap & FY26 guidance. #Vedanta #EarningsSeason #Q2FY26 #Metals" [X Link](https://x.com/vanshpansari_/status/1983904216570798185) 2025-10-30T14:29Z [--] followers, [---] engagements "🏦 Bandhan Bank Q2FY26 Concall Highlights Q2 performance below internal expectations 📉 NIM pressure persists; deposit repricing underway to aid margins 💰 EEB book down 2% QoQ but recovery expected from Q3 🔄 CASA ratio improves to 28% with strong retail momentum 🏦 Asset quality stable; SMA trends improving credit cost down ✅ Capital position remains strong 💪 #BandhanBank #Q2FY26 #EarningsSeason" [X Link](https://x.com/vanshpansari_/status/1983904873734132068) 2025-10-30T14:32Z [--] followers, [---] engagements "LENSKART ANCHOR BOOK 💥 Lenskart allocates [----] cr shares to anchors at 402/share Total proceeds [----] cr Finalized Oct [--] [--] Top anchors: New World Fund Inc T. Rowe Price International Govt of Singapore Top allocations: 🟢 New World Fund Inc [-------] cr (3.82%) 🟢 T. Rowe Price Intl Discovery [-------] cr (3.11%) 🟢 Govt of Singapore [------] cr (2.97%) Participants: HDFC MF ICICI Pru Kotak Axis Aditya Birla SL Mirae DSP WhiteOak #LenskartIPO #Anchors #Markets" [X Link](https://x.com/vanshpansari_/status/1984065893966442956) 2025-10-31T01:12Z [--] followers, [--] engagements "NALCO Q2FY26 EBITDA boosted by lower costs & higher alumina sales. Highest-ever alumina sales in H1FY26. Aluminum segment lifted by strong global prices & steady domestic demand. Q2 (Cons QoQ): Revenue 12.8% to [----] Cr EBITDA 29.5% to [----] Cr Margin 45% (vs 39.2%) Net Profit 36.2% to [----] Cr #NALCO #Q2FY26 #Earnings #Commodities #Aluminium" [X Link](https://x.com/vanshpansari_/status/1987586051658142079) 2025-11-09T18:20Z [--] followers, [--] engagements "TATA STEEL Q2FY26 PREVIEW 🔍 What to Expect Improved operating performance in India & Europe Netherlands aided by lower coking coal & iron ore prices Strong India ops higher volumes to offset softer realizations Q2FY26 Estimates (ConsQoQ) Revenue 5% to [-----] Cr EBITDA 10% to [----] Cr Margins to 14.6% Net profit 36.5% to [----] Cr Key monitors Steel realizations & cost guidance FY26 volume guidance Expansion project updates #TataSteel #Q2Results #EarningsPreview #SteelSector" [X Link](https://x.com/vanshpansari_/status/1988211412863513053) 2025-11-11T11:45Z [--] followers, [--] engagements "BSE Q2 Key Takeaways 📈 Strong numbers with robust growth across all fronts Highest-ever quarterly revenue & profit Transaction charge revenue up 7% QoQ Avg daily lots surged to 100mn vs 82mn QoQ Momentum continues 🚀 #BSE #Earnings #Markets #StockMarketIndia #Q2Results" [X Link](https://x.com/vanshpansari_/status/1988237805005459708) 2025-11-11T13:30Z [--] followers, [---] engagements "TATA STEEL Q2FY26 Thumbs Up Strong numbers across the board Revenue boosted by higher deliveries in India & Netherlands EBITDA aided by higher volumes in India Lower India realizations partly offset by falling coking coal costs Europe EBITDA breaks even for 2nd straightQ" [X Link](https://x.com/vanshpansari_/status/1988605884801708452) 2025-11-12T13:52Z [--] followers, [---] engagements "VEDANTA WILL PATIENCE BE REWARDED 📝 NCLT reserves order on demerger ✅ MoPNG has no major objection 🏦 [--] banks release charges; oil & gas assets free 💰 Vedanta offers guarantee on future liabilities 📅 Demerger expected by FY26-end #Vedanta #Demerger #Stocks" [X Link](https://x.com/vanshpansari_/status/1988606041697976677) 2025-11-12T13:53Z [--] followers, [---] engagements "Bitcoin at 7-Month Low Down 32% from all-time high. Down 20% since start of November. [----] rally wiped out. Only the second negative October in [--] years. In [----] October fell 4% and November dropped 37%. In [----] October was -4% and November is already -20%. Decline driven by fewer expected Fed rate cuts ETF redemptions and new investors exiting. #Bitcoin #Crypto #BTC" [X Link](https://x.com/vanshpansari_/status/1992985659452371266) 2025-11-24T15:56Z [--] followers, [--] engagements "📌 Aptus Value Housing CMP Rs [---] Technical setup turning bullish Management guides AUM to Rs [-----] cr in [--] yrs vs Rs [-----] cr in Q2 FY26 Strong demand outlook in affordable housing finance Consensus: [--] analysts remain positive Return potential suggests 41% upside #AptusValueHousing #HousingFinance #Markets #TechnicalAnalysis #SmallCaps https://twitter.com/i/web/status/1993333411180953679 https://twitter.com/i/web/status/1993333411180953679" [X Link](https://x.com/vanshpansari_/status/1993333411180953679) 2025-11-25T14:58Z [---] followers, [---] engagements "ENTIRE METAL PACK IN FOCUS Ferrous: Tata Steel JSW Steel SAIL in action safeguard-duty call awaited Beijing mulling fresh property easing. US dollar weakening; China-US trade mood improving. Non-Ferrous: Vedanta NALCO Hindalco in focus Aluminium up 5% in 3M 13% in 6M Rare Earth: GMDC active on rare-earth magnet scheme buzz. Large-scale REE output targeted for FY28. #Metals #Steel #Aluminium #Copper #RareEarths #Commodities #GMDC #HindCopper #TataSteel #JSWSteel #Hindalco #MarketUpdates" [X Link](https://x.com/vanshpansari_/status/1993591836317810935) 2025-11-26T08:05Z [--] followers, [---] engagements "Hind Zinc and Vedanta in focus Silver: High In the Sky Silver has surged sharply: Up 37% in the last [--] months Up 62% in the last [--] months Up 78% in the past [--] year What does this mean for Hindustan Zinc and Vedanta Hindustan Zinc: Silver prices hit record highs Silver forms 2025% of revenue and 3540% of EBITDA Every USD 1/oz change in silver impacts EBITDA by nearly 1% Vedanta: Parent company of Hindustan Zinc Holds a 61.84% stake as of Q2FY26 HZL contributes 40% of Vedantas EBITDA Vedanta becomes an indirect beneficiary of the silver rally #HindZinc #Vedanta #SilverPrices #Commodities" [X Link](https://x.com/vanshpansari_/status/1994324474536329377) 2025-11-28T08:36Z [--] followers, [---] engagements "Bajaj Holdings CMP Rs [-----] A classic Nifty Next [--] compounder. Company operates primarily as a long-term Investment Company with strategic investment in Bajaj group companies. Every 1520% correction over the last [--] years (ex-Covid) has historically been a buyable dip. Currently down 22% from recent highs worth a closer look. #BajajHoldings #NiftyNext50 #MarketCorrections #LongTermInvesting #ValueHunting #IndianEquities #BuyTheDip #WealthCreation #EquityInsights #MarketMonitor" [X Link](https://x.com/vanshpansari_/status/1994730241537757361) 2025-11-29T11:28Z [--] followers, [---] engagements "📉Is the silver rally ending Historically over the last [--] years monthly RSI above [--] has marked silver tops: [----] -24% in [--] month [----] -30% in [--] months [----] -30% in [--] months ⚠ Could we be looking at another silver crash soon #Silver #Commodities #MarketTrends #TechnicalAnalysis #PreciousMetals" [X Link](https://x.com/vanshpansari_/status/1995419788802404535) 2025-12-01T09:08Z [--] followers, [---] engagements "ICICI AMC VS SBI AMC 1/Two industry giants are preparing for public market entry via IPOs. 2/ ICICI Prudential AMC moves first SEBI approval secured for a Rs [-----] Cr IPO. 3/ SBI AMC IPO exploration underway 4/ Short-term vs long-term performance SBI AMC shows marginal short-term outperformance. ICICI AMC leads decisively over longer horizons. 5/ Implied valuation gap ICICI AMC estimated at 85k100k Cr. SBI AMC estimated higher at 130k139k Cr. 7/ Profitability spread clearly favours ICICI AMC ICICI AMC leads on revenue bps operating profit bps and net profit bps. 8/ IPO readiness status ICICI" [X Link](https://x.com/vanshpansari_/status/1995829754717712540) 2025-12-02T12:17Z [--] followers, [---] engagements "JSW Steel announces a decisive value-unlocking move. Sells 50% of BPSL to JFE Steel for Rs157bn cash Deal pegs BPSL at a robust Rs530bn EV ahead of expectations Transaction delivers Rs370bn deleveraging for JSTL Restructuring removes the multi-year BPSL overhang JFEs premium entry reinforces confidence in BPSL asset quality #JSWSteel #BPSL #SteelSector #Markets #IndiaEquities" [X Link](https://x.com/vanshpansari_/status/1996276323682247068) 2025-12-03T17:52Z [--] followers, [--] engagements "* IndiGo revises Q3 FY26 guidance after operational disruptions * Around [----] flights cancelled in first week of December * DGCA directs IndiGo to cut domestic winter schedule by 10% * Capacity growth revised to high single to early double digits * Passenger unit revenues to see mid-single digit moderation * Revenue loss and extra costs incurred for passenger support * Impact on Q4 FY26 and FY26 guidance to be shared later #Indigo #AviationNews #Airlines" [X Link](https://x.com/vanshpansari_/status/1998792727480381567) 2025-12-10T16:31Z [--] followers, [--] engagements "Tata Steel charts aggressive expansion path in India Acquires 50.01% stake in Thriveni Pellets for [---] Cr Move secures pellet facility for Tata Steel India; Lloyd Metals holds remaining 49.99% Signs MoU with Lloyd Metals for partnership in mining & logistics Plan includes new [--] MTPA steel plant to be built in two phases Collaboration to support Lloyds ongoing integrated steel projects Approves [---] MTPA expansion at Neelachal Ispat Nigam Expansion to strengthen long-products portfolio #TataSteel #SteelSector #CorporateNews" [X Link](https://x.com/vanshpansari_/status/1998796723758715223) 2025-12-10T16:47Z [--] followers, [--] engagements "ICICI Prudential AMC finalises anchor book at Rs 2165/share [---] Cr shares allocated to anchors worth Rs [----] Cr(approx) Major anchors include LIC Capital Group Govt. of Singapore HDFC schemes LIC gets the largest single chunk at 5.63% of anchor portion HDFC MF schemes corner a significant domestic allocation Big global allocations to Capital Group Govt. of Singapore Aranda Zulia investments #ICICIPrudentialAMC #IPO #Markets #Investing #AnchorInvestors #DalalStreet #EquityMarkets" [X Link](https://x.com/vanshpansari_/status/1999166381183684779) 2025-12-11T17:16Z [--] followers, [---] engagements "🚨 Gold RSI Alert Monthly RSI at [-----] last time it crossed [--] was in [----]. Back then gold crashed 55% from its highs in the next [--] months. Super overbought now. #Gold #Commodities #Trading #Macro" [X Link](https://x.com/vanshpansari_/status/2000455044785754416) 2025-12-15T06:37Z [--] followers, [--] engagements "Why is the Rupee Falling Strong US dollar Rising US bond yields Heavy FPI outflows Trade deal uncertainty Global risk-off mood Yen carry trade unwind Limited RBI intervention Simple macro pressure not just domestic weakness. #Rupee #INR #CurrencyMarkets #FX #India #Macro #GlobalMarkets #Dollar #EmergingMarkets" [X Link](https://x.com/vanshpansari_/status/2000917661086310546) 2025-12-16T13:15Z [--] followers, [--] engagements "Vedanta Demerger Key Differences Vertical split not a simple carve-out Each business to be independently listed Vedanta Ltd wont hold stakes in new entities Parent Vedanta Global Resources to own stakes directly Debt: Bulk with Aluminium business Balance split across Vedanta Ltd + others #Vedanta #Demerger #IndianMarkets #CorporateActions" [X Link](https://x.com/vanshpansari_/status/2001239704927375504) 2025-12-17T10:35Z [--] followers, [--] engagements "Metals Snapshot: Steel vs Aluminium Steel margins under pressure. HRC prices down raw costs up. China steel output easing aluminium capped. Global steel supply remains high. Aluminium more stable steel remains volatile. #Metals #Steel #Aluminium #China #IndianMarkets #Commodities" [X Link](https://x.com/vanshpansari_/status/2001243575443710338) 2025-12-17T10:50Z [--] followers, [--] engagements "Vedanta Bull vs Bear 🐂🐻 Bull: NCLT approves demerger plan Bear: Debt at [-----] Cr (FY25) Bull: Kotak Securities hikes TP to [---] Bear: 100% promoter pledge 12% exit (Jun23Sep24) Bull: Stock up 27% YTD Bear: Retail investors jump to 21L from 7L in [--] yrs Bull: Commodity tailwinds to lift earnings Bear: Book value declined sharply in [--] years #Vedanta #BullVsBear #IndianStocks #StockMarket #Investing" [X Link](https://x.com/vanshpansari_/status/2001512718315274677) 2025-12-18T04:39Z [--] followers, [--] engagements "🚨 Steel Sector Alert India imposes Anti-Dumping Duty on CRNO steel imports from China for [--] years. ✅ Positive for Tata Steel JSW Steel SAIL 📌 Duty: $223.82/ton Wuhan Baosteel Zhanjiang Baoshan $414.92/ton Other Chinese exporters #Steel #CRNO #IndiaEconomy #AntiDumpingDuty" [X Link](https://x.com/vanshpansari_/status/2001832918394835333) 2025-12-19T01:52Z [--] followers, [--] engagements "Motilal oswal on Metals Ferrous prices remain under pressure as [---] day provisional safeguard duty lapses China vs India steel price gap narrows to 3% vs 12% earlier Nov25 steel imports drop 15% MoM Decline driven by - lower domestic steel prices - Anti-dumping duty on HRC from Vietnam and electrical steel from China. Nov25 steel exports also jumped 15% MoM Expect Chinese Steel demand to be weak as buyers await new Chinese export licenses from Jan26. Expect Steel prices to have bottomed out recovery likely but upside capped by trade norms and Inventory Premium hard-coking coal prices up 3%" [X Link](https://x.com/vanshpansari_/status/2002053271582842903) 2025-12-19T16:27Z [--] followers, [---] engagements "Emkay on Shriram Finance Reiterates BUY with a revised target price of Rs [----]. MUFG infusion is a major balance sheet booster and significantly strengthens capital position. Tier [--] capital is expected to rise sharply to nearly [--] percent Strong potential for a rating upgrade which can reduce borrowing costs. Lower cost of funds and strong capital base can accelerate growth across segments. The MUFG partnership enhances credibility business capability and strategic positioning. long term possibility of Shriram Finance transitioning into a bank. #ShriramFinance #NBFC #Banking #Markets" [X Link](https://x.com/vanshpansari_/status/2002325886230818830) 2025-12-20T10:31Z [--] followers, [---] engagements "Metals & Gold Loan NBFCs Shine Amid Price Surge ✅ Hindustan Zinc up 33% in past [--] month ✅ Silver prices surge 34% in same period 📊 $1/oz move in silver = 1% EBITDA sensitivity for HZ Muthoot finance up 45% in last [--] months 🏆 Gold hits intraday high $4401 💡 Higher gold prices = stronger collateral lower default risk for gold-loan NBFCs #GoldPrices #SilverRally #CommodityMarkets #StockMarket #NBFC #HindustanZinc #Investing" [X Link](https://x.com/vanshpansari_/status/2002970413559906363) 2025-12-22T05:12Z [--] followers, [---] engagements "Why is silver exploding 1) Demand is rising not just for jewellery its a critical industrial metal used in solar panels EVs electronics semiconductors 2) Persistent global supply deficit 3) Macro tailwinds :weaker dollar rate cuts and inflation hedging 4) Investor and retail interest is surging 5) Critical mineral status adds pressure The U.S. government added silver to its critical minerals list #SilverBoom #SilverExplodes #SilverRally #PreciousMetals" [X Link](https://x.com/vanshpansari_/status/2002972514490950026) 2025-12-22T05:20Z [--] followers, [--] engagements "Unpopular opinion India isnt under-valued; its over-loved The India growth story premium may be real Valuations assume near-perfect execution for years. Any growth wobble could hit expensive quality names harder than expected. A few data points to keep perspective: Nifty FY25 EPS at Rs [---] vs Rs [---] in FY24 (+2%) Nifty FY26E EPS at Rs 1060(+8.2% YoY) Nifty trading above its 10-year average P/E. 2-year forward Nifty P/E = 18.6x vs 10-year average 17.7x FIIs were net sellers in CY25 : liquidity left the market. Domestic flows :Much of this flowed its way into large caps and IPOs not broadly" [X Link](https://x.com/vanshpansari_/status/2003124702311825526) 2025-12-22T15:25Z [--] followers, [--] engagements "Lloyds Enterprises in Focus ✅ Merging real-estate arms: Lloyds Realty Developers Limited & Indrajit Properties Private Limited ➡ Post-merger: Demerger into Lloyds Realty Limited (new listed entity) 💡 Future projects expected to generate revenue potential of 7000+ crore 🎯 Aim: Unlock long-term value in real estate business 📌 Share Exchange Ratios: For every [---] shares in Lloyds Realty Developers Limited(Unlisted) shareholders receive [--] shares in Lloyds Enterprises Limited(Existing entity) For every [--] shares in Lloyds Enterprises Limited(Existing entity) shareholders receive [--] share in" [X Link](https://x.com/vanshpansari_/status/2003277361362743523) 2025-12-23T01:31Z [--] followers, [---] engagements "Emkay on Ambuja Cements ADD retained TP Rs [---] Upside 20% ACC & Orient Cement to merge into Ambuja via all share-swap; no cash involved Swap ratio: for every [---] shares ACC shareholders get [---] Ambuja shares Orient shareholders get [--] Ambuja shares Results in 13% dilution for existing Ambuja shareholders Deal impact: neutral to slightly negative for ACC; mildly positive for Orient (9% premium) Transaction largely expected as operations already functioning jointly under MSA structure Strategic objective: single unified cement platform & simplified group structure Synergies expected: logistics" [X Link](https://x.com/vanshpansari_/status/2003281063414784303) 2025-12-23T01:46Z [---] followers, [---] engagements "Silver story may be sparkling but trust needs polishing. Hard to forget that in [----] Vedanta made delisting bid at Rs [--] when LIC pegged fair value near Rs [---]. Markets remember Retail investors [--] Lacs from [--] Lacs (3x increases [--] years) Promoter pledging 100% and exit [--] % (June23-Sep2024) #Silver #Commodities #Markets #Investing #Vedanta #HindustanZinc #CorporateGovernance #IndiaMarkets" [X Link](https://x.com/vanshpansari_/status/2003477511074979978) 2025-12-23T14:47Z [--] followers, [--] engagements "Nirmal bang on Aavas Financiers Maintain Buy with target price of Rs1950 Operations stabilized post new disbursement framework driving strong growth AUM growth guidance for FY26 at 1718% aiming for Rs55000 Cr by FY30 Growth supported by branch expansion productivity and ticket size increase Asset quality remains healthy with stable credit costs Margins improve on better yields and lower funding costs Management confident on sustained expansion and long-term growth #AavasFinanciers #HousingFinance #Investing #AUMGrowth" [X Link](https://x.com/vanshpansari_/status/2003660297220030707) 2025-12-24T02:53Z [--] followers, [--] engagements "Auto & Metal have been the top performers in CY25 Auto Sector Nifty auto up 20% YTD Outperformed on back of income tax and GST rate cut leading to improved affordability Metals Nifty metal up [--] % YTD Performed well on the back of rise in base metal prices Silver up 150% YTD Copper up 37% YTD Aluminium up 15% YTD #NiftyAuto #NiftyMetal #TopPerformers #CY25 #IndianMarkets" [X Link](https://x.com/vanshpansari_/status/2003820250014568670) 2025-12-24T13:29Z [--] followers, [--] engagements "Motilal on Brigade enterprises TP: Rs [----] +52% upside Supported by strong presales momentum and robust launch pipeline across key South markets Presales expected to grow 19% CAGR over FY2528 Collections expected to post 32% CAGR and support strong cash flows Rental portfolio commissioning to drive 7% CAGR rental growth from FY2528 Hospitality portfolio to scale up meaningfully to [----] keys by FY30 Geographic diversification underway with higher contribution expected from Chennai & Hyderabad Overall strong multi-year growth visibility #BrigadeEnterprises #MotilalOswal #RealEstateStocks" [X Link](https://x.com/vanshpansari_/status/2004149457336881180) 2025-12-25T11:17Z [--] followers, [--] engagements "Emkay on Specialty chemicals Chinese oversupply continues to pressure specialty chemicals US-India trade deal uncertainty keeps demand muted Exports in OctNov show no signs of recovery Q3FY25 expected to remain weak for most players Ref gas makers (SRF NFIL) remain the key outperformers Bulk chemical prices at trough; spreads remain under pressure INR depreciation to support domestic pricing ahead Demand revival likely only in CY26; trade deal delay expected Agri-focused firms may benefit from strong rabi season Gradual margin recovery expected via cost optimization #SRF #PIIndustries" [X Link](https://x.com/vanshpansari_/status/2005173561346896046) 2025-12-28T07:06Z [---] followers, [---] engagements "Silver deficit is shrinking over the last [--] years Demand is still higher than supply but the gap is reducing Big deficit in [----] steadily narrowing till [----] projections Supply improving demand cooling a bit market getting more balanced Industrial demand remains strong led by Electronics & Solar usage #Silver #Commodities #Markets #DemandVsSupply #SilverDeficit #Investing #Metals https://twitter.com/i/web/status/2005436948501131618 https://twitter.com/i/web/status/2005436948501131618" [X Link](https://x.com/vanshpansari_/status/2005436948501131618) 2025-12-29T00:33Z [---] followers, [---] engagements "Momentum building in Havells CMP Rs [----] Technical breakout on charts. RSI above [--] after [---] months (bullish sentiment) #Havells #Stocks #TechnicalAnalysis #MomentumTrading #Breakout #RSI #MarketWatch" [X Link](https://x.com/vanshpansari_/status/2005565728435708177) 2025-12-29T09:05Z [---] followers, [---] engagements "Gravita India Next to Join the Metals Rally About co Gravita India is a recycling company that mainly recycles used batteries to produce lead and other metals. Growth to kick in soon Prioritising highest margin durability Lead business FY28 volume ambition: 700kt vs 334kt in FY25 Strong H2 outlook with confident capacity ramp-up visibility Management guiding more than 25% Volume CAGR and more than 35% Profit CAGR going ahead. #GravitaIndia #MetalsAndMining #Earnings #CapacityExpansion #Growth #IndianMarkets #StockMarketIndia https://twitter.com/i/web/status/2005638235322782029" [X Link](https://x.com/vanshpansari_/status/2005638235322782029) 2025-12-29T13:53Z [---] followers, [---] engagements "Motilal on Indigo paints Reiterate BUY with TP of Rs [----] Industry growth weak in near-term; recovery is expected from 4QFY26 EBITDA margin guided at 1818.5% in FY26; 19% possible in FY27 Management confident of sustaining growth ahead of industry FY27 industry growth expected at 78% growth to be led by volume pickup Ex-Kerala markets to drive more than 20% growth; overall growth expected at 1520% Competitive intensity easing; pricing gap narrowing in mass segment Demand revival premiumisation and logistics savings to aid profitability Value the stock at 35x FY27 EPS #IndigoPaints" [X Link](https://x.com/vanshpansari_/status/2005798255670800536) 2025-12-30T00:29Z [---] followers, [---] engagements "Nifty is just [--] to [--] percent away from all time high Largecaps have almost fully recovered Nifty Smallcap index is still [--] to [--] percent below all time high Retail portfolios are still down around [--] percent Reason Because most retail investors dont hold smallcaps They mostly hold microcaps and those fell much more than the index #Markets #EquityMarkets #Wealth #Investing #TraderLife #StockTalk #MarketUpdate https://twitter.com/i/web/status/2005867936494518679 https://twitter.com/i/web/status/2005867936494518679" [X Link](https://x.com/vanshpansari_/status/2005867936494518679) 2025-12-30T05:05Z [---] followers, [---] engagements "JSW Steel Tata steel SAIL in focus Govt confirms 3-year safeguard duty on steel imports ✅ Structure: 12% (Apr 202526) 11.5% (Apr 202627) 11% (Apr 202728) 🔍 Applies to imports from Vietnam China PR & Nepal. 📌 Reason: Surge in alloy & non-alloy steel imports hurting Indian producers. 💡 Benefit: Protects domestic steel makers ensures fair competition & stability. #Steel #TradePolicy #IndiaEconomy https://twitter.com/i/web/status/2006188120128250344 https://twitter.com/i/web/status/2006188120128250344" [X Link](https://x.com/vanshpansari_/status/2006188120128250344) 2025-12-31T02:18Z [---] followers, [---] engagements "Motilal on VA Tech Wabag Reiterate BUY rating and a TP of Rs 1900(+49%) Focus on executing large-scale projects in high-margin segments such as EP Industrial and O&M augurs well for margins Outlook for strong FCF generation a net cash status and expansion in return ratios looks attractive Constructive on regular order inflows and a robust book-to-bill ratio of 4.6x. In Dec25 Value the stock 26x FY27E P/E #VATechWabag #StockMarketIndia https://twitter.com/i/web/status/2006195997941338407 https://twitter.com/i/web/status/2006195997941338407" [X Link](https://x.com/vanshpansari_/status/2006195997941338407) 2025-12-31T02:49Z [---] followers, [---] engagements "Hindustan Zinc & Vedanta in Focus Silver slides 5% to $72/oz down 14% from its record high of $83.75/oz. After five weeks of gains momentum fades as global prices turn volatile. On MCX silver futures tank 7% to 232800/kg. Hind zinc Among Top [--] Silver producing mines Indias only integrated and listed Silver company Silver contributes over 40% to profitability Vedanta owns 61.84% stake in Hind zinc as of Q2FY26 #Silver #Commodities #Vedanta #HindustanZinc https://twitter.com/i/web/status/2006215067063521660 https://twitter.com/i/web/status/2006215067063521660" [X Link](https://x.com/vanshpansari_/status/2006215067063521660) 2025-12-31T04:05Z [---] followers, [---] engagements "Vodafone Idea in focus Signs amendment agreement with Vodafone Group Promoters Signs pact with Vodafone Promoters on outstanding receivables Promoters to release Rs [----] Cr over the next [--] months #VodafoneIdea #Vi #Telecom #StockMarket #CorporateUpdate #BusinessNews #ExchangeFiling #IndiaBusiness https://twitter.com/i/web/status/2006361107683053733 https://twitter.com/i/web/status/2006361107683053733" [X Link](https://x.com/vanshpansari_/status/2006361107683053733) 2025-12-31T13:45Z [---] followers, [---] engagements "Emkay on Vodafone Maintain SELL with TP of Rs [--] Cabinet grants 5-year interest-free moratorium on [-----] cr AGR dues Street expected 50% AGR waiver but no waiver announced FY1819 AGR dues payable FY2631 AGR Dues of before FY18 to be paid over FY3241 DoT panel to reassess dues; scope for reduction in dues remains in place Spectrum liabilities still at Rs [---] lakh crore Current EBITDA insufficient for capex and repayments #VodafoneIdea #VIL #Telecom #AGR #IndianTelecom https://twitter.com/i/web/status/2006536070931116048 https://twitter.com/i/web/status/2006536070931116048" [X Link](https://x.com/vanshpansari_/status/2006536070931116048) 2026-01-01T01:20Z [---] followers, [---] engagements "Emkay on Devyani Reiterate BUY with TP of Rs [---] Announced their merger with Sapphire under a share swap deal DevyaniSapphire merger creates a powerful QSR giant Share swap at 1.77x; synergy benefits shared are shared equally Full synergy gains to be seen by FY29; Potential to realize up to Rs [---] - [---] Cr in synergy benefits Combined scale of Rs [-----] cr with potential 15% revenue CAGR (FY25-28E) Combijed entity has 2200+ store network across KFC & Pizza Hut in India Growth profile now comparable to Jubilant FoodWorks #DevyaniInternational #SapphireFoods #QSR #MergerUpdate #KFC" [X Link](https://x.com/vanshpansari_/status/2006888460796506407) 2026-01-02T00:41Z [---] followers, [---] engagements "🔥 Motilal Oswal: Big Upside Picks [--] Kaynes Tech TP [----] (+108%) [--] Dixon Tech TP [-----] (+86%) [--] Ellenbarrie Ind TP [---] (+82%) [--] UTI AMC TP [----] (+52%) [--] Avalon Tech TP [----] (+51%) [--] Mahanagar Gas TP [----] (+51%) [--] Siemens Energy TP [----] (+50%) [--] Laxmi Dental TP [---] (+49%) [--] Blue Jet Health TP [---] (+46%) 🔟 Birla Corp TP [----] (+44%) Other BUY ideas: L T Foods Delhivery PLNG Privi Speciality Piramal Pharma Tube Investments CG Consumer Elect. Theme: Strong growth runway ahead #MotilalOswal #StockIdeas #Bullish2026 https://twitter.com/i/web/status/2006916433167659138" [X Link](https://x.com/vanshpansari_/status/2006916433167659138) 2026-01-02T02:32Z [---] followers, [---] engagements "COAL INDIA 🚀 Big move: Company opens e-auctions to foreign buyers from Jan [--] [----]. ✅ Earlier: Only domestic traders had access ✅ Now: Consumers in Bangladesh Bhutan Nepal can bid directly Why it matters: Expands buyer base Unlocks cross-border revenue Improves price discovery Positions Coal India as South Asias coal hub #CoalIndia #Energy #SouthAsia #Markets https://twitter.com/i/web/status/2006986925358411839 https://twitter.com/i/web/status/2006986925358411839" [X Link](https://x.com/vanshpansari_/status/2006986925358411839) 2026-01-02T07:12Z [---] followers, [----] engagements "NIRMAL BANG TO NDTV PROFIT ✅ Gold looks stronger than silver; Gold/Silver ratio at [--] favors gold ✅ Fed balance sheet expansion money(paper currency) losing its value aiding shine in commodities ✅ Oil demand still rising (+1 million barrels per day) despite EV push; expect +1015% upside in Oil prices ✅ Copper = new gold Supply crunch could drive +2025% surge 🌍 Multi-polar world makes commodities a strategic asset class #Commodities #Gold #Silver #Oil #Copper #Markets https://twitter.com/i/web/status/2006997662516785350 https://twitter.com/i/web/status/2006997662516785350" [X Link](https://x.com/vanshpansari_/status/2006997662516785350) 2026-01-02T07:55Z [---] followers, [---] engagements "Gold prices up 70% YTD But did you know If you bought gold in [----] and held it till [----] returns were only 3.8% CAGR. Why mention this now Because gold is increasingly seen as a guaranteed long-term bet specially after this sparkling rally in [----] Asset quality matters but timing matter just as much. Even strong assets can disappoint when bought at elevated levels. #Investing #Gold #AssetAllocation #ValuationMatters #MarketCycles #LongTermInvesting #WealthCreation https://twitter.com/i/web/status/2007061203546476968 https://twitter.com/i/web/status/2007061203546476968" [X Link](https://x.com/vanshpansari_/status/2007061203546476968) 2026-01-02T12:07Z [---] followers, [--] engagements "Kotak on Steel Steel outlook remains mildly positive not a strong upcycle. Safeguard duty provides a price floor and supports margins till April [----]. No full pass-through of the 12% duty as companies cant raise prices fully due to weak export demand and temporary oversupply in India Higher coking coal prices(+19% in last [--] months) and weak exports continue to limit margin expansion. Domestic steel prices remain below import parity despite recent hikes. Upside in prices looks capped in the near term. JSP and JSPL are preferred over Tata Steel and SAIL in this environment. #Steel #Metals" [X Link](https://x.com/vanshpansari_/status/2007065066622054891) 2026-01-02T12:22Z [---] followers, [---] engagements "India Markets: Valuations vs Earnings (Jan26 vs Jan25) Nifty held its ground. PE stayed flat at 22.8x vs 22.3x Earnings grew 6.6% YoY Implying: Earnings growth justified the current valuation. Midcaps & Smallcaps Nifty Midcap [---] P/E at 33.7x vs 44x Earnings up 37% YoY Implying : 2/3rds of the multiple contraction was supported by earnings growth Nifty smallcap [---] P/E at 29.4x vs 35x Earnings up 11% YoY Implying: Half of PE compression due to Earnings growth FMCG and Consumer Durables Valuations cooled faster than growth. Earnings-led comfort Oil & Gas and Infrastructure Strong EPS growth" [X Link](https://x.com/vanshpansari_/status/2007075784373211412) 2026-01-02T13:05Z [---] followers, [---] engagements "CUPID Business Update Confident of exceeding FY26 guidance: [---] Cr revenue [---] Cr PAT Strong FMCG demand in India (personal care & wellness) Tariffs wont materially impact FMCG or Intl B2B plans Rupee tailwinds continue in Q3 #CUPID #FMCG #BusinessUpdate #Investing #IndianMarkets https://twitter.com/i/web/status/2007077217487220939 https://twitter.com/i/web/status/2007077217487220939" [X Link](https://x.com/vanshpansari_/status/2007077217487220939) 2026-01-02T13:11Z [---] followers, [---] engagements "PNB -Thumbs down Q3FY26 Update Stock already up 4% in last [--] sessions Deposits muted at 2.1% QoQ Advances strong at 4.5% QoQ NIMs remain the key monitor for Q3 #PNB #BankingStocks #Q3Update #Markets" [X Link](https://x.com/vanshpansari_/status/2007851776377323883) 2026-01-04T16:29Z [---] followers, [---] engagements "ITC Technical View 📊 Oversold setup scope for 10% recovery this week. Risk-reward turning favourable. 📈 #ITC #TechnicalAnalysis #StocksToWatch #IndianMarkets #Nifty" [X Link](https://x.com/vanshpansari_/status/2008023652835656104) 2026-01-05T03:52Z [---] followers, [----] engagements "Trent Q3 Update Standalone revenue up 17% YoY to Rs [----] Cr Slightly below 20% guidance Expensive valuations coupled with disappointments Expecting 10% fall tomorrow #Earnings #Trent #Q3Results" [X Link](https://x.com/vanshpansari_/status/2008173322836845042) 2026-01-05T13:46Z [---] followers, [----] engagements "Tourism Finance Corp Yesterday tanked 20% Today gained 20% Here is the reason for gain Promoter Ekta Halwasiya bought 2.01% stake Tourism finance - deals on NSE (5 Jan 2025) Unity Associates sold 30L shares (0.65%) @ [--] Setu Securities sold 18L shares (0.39%) @ [--] Ekta Halwasiya bought 92L shares (2.01%) @ [-----] Irage Broking bought 18.1L shares (0.39%) @ [-----] #BlockDeals #TourismFinance #Markets https://twitter.com/i/web/status/2008178029353472367 https://twitter.com/i/web/status/2008178029353472367" [X Link](https://x.com/vanshpansari_/status/2008178029353472367) 2026-01-05T14:05Z [---] followers, [---] engagements "Kotak Mahindra Bank Q3 Business Update 👍 Thumbs Up Healthy momentum in advances & deposits continues CASA growth to ease cost of funds in Q3 NIMs likely to improve from Q3 onwards Q3 provisional numbers Net advances +16.2% YoY to [----] lakh cr CASA +9% YoY to [---] lakh cr Total deposits +14.7% YoY to [----] lakh cr Steady balance sheet growth with margin tailwinds ahead. #KotakBank #BankingStocks #Q3Update #NIMs #CASA #IndianBanks #StocksToWatch https://twitter.com/i/web/status/2008274478829326742 https://twitter.com/i/web/status/2008274478829326742" [X Link](https://x.com/vanshpansari_/status/2008274478829326742) 2026-01-05T20:28Z [---] followers, [---] engagements "Axis Bank Q3 Business Update Thumbs Up👍 Stock trading near lifetime highs Advances & deposits growth improved vs Q2 NIMs expected to bottom out in Q3 Q3 Highlights: Total deposits +15% YoY at [-----] lakh cr Gross advances +14.1% YoY at [-----] lakh cr #AxisBank #BankingStocks #Q3Update #NIMs #IndianBanks #StocksToWatch https://twitter.com/i/web/status/2008275471738564716 https://twitter.com/i/web/status/2008275471738564716" [X Link](https://x.com/vanshpansari_/status/2008275471738564716) 2026-01-05T20:32Z [---] followers, [---] engagements "Metals and GoldLenders in focus 📈 Silver +4% ($76/oz) Copper +4% Hind Zinc Hind Copper may see 34% upside Gold +3% ($4442/oz) Muthoot Manappuram may see 2% upside #Metals #Commodities #StocksToWatch" [X Link](https://x.com/vanshpansari_/status/2008279472165056696) 2026-01-05T20:48Z [---] followers, [---] engagements "Where is Alpha 🔍 Tata Power CMP Rs [---] ✅ Nifty Next [--] counter ✅ Strong technical setup ✅ Closed above 20W MA last week ✅ [--] EMA at Rs [---] = strong support 📌 Quant MF holds 1.67% (Sep 2025) 📈 Motilal Oswal maintains BUY TP Rs [---] #TataPower #Stocks #AlphaHunt" [X Link](https://x.com/vanshpansari_/status/2008525473761173771) 2026-01-06T13:06Z [---] followers, [---] engagements "TATA STEEL Q3 Business Update Thumbs up India achieves best-ever quarterly crude steel output Higher production at Jamshedpur & Kalinganagar plants Domestic sales drive strong deliveries in India ops Netherlands deliveries lower on seasonal factors & weak market #TataSteel #Q3Results #Metals #Markets https://twitter.com/i/web/status/2008902592957747526 https://twitter.com/i/web/status/2008902592957747526" [X Link](https://x.com/vanshpansari_/status/2008902592957747526) 2026-01-07T14:04Z [---] followers, [---] engagements "Nifty Metal Index down 3% biggest fall since Apr25 Tata Steel Vedanta Hindalco down 25% Why the drop Hind zinc and Hind copper : Silver 9% Copper 3% Profit booking after 6-month rally (Vedanta +31% NALCO +75%) Precious: Citi expects $6.86.9B outflows; Silver hit hardest Ferrous: Weak Q3 outlook; lower steel prices in Q3 rising coking coal costs Outlook: Nonferrous strong on commodity boom Ferrous soft near term Precious cushioned by geopolitics #Metals #NiftyMetal #Commodities https://twitter.com/i/web/status/2009165677001888074 https://twitter.com/i/web/status/2009165677001888074" [X Link](https://x.com/vanshpansari_/status/2009165677001888074) 2026-01-08T07:30Z [---] followers, [---] engagements "Meesho back to square one 📉 Trades near listing price [---] 🔻 Down 35% from all-time high [------] 📆 Slips 9% in [----] so far 🛒 E-commerce player struggles to hold gains #Meesho #StockMarket #Markets" [X Link](https://x.com/vanshpansari_/status/2009179795842908542) 2026-01-08T08:26Z [---] followers, [---] engagements "Metals and Mining Q3FY26 Preview Ferrous : Steel earnings under pressure due to weak realizations and higher coking coal costs leading to sequential EBITDA decline Non ferrous to stand out: Aluminium and zinc price gains to support strong earnings at Vedanta and NALCO while Hindalco sees a mixed quarter due to Novelis fire impact Mining mixed: Coal India EBITDA rebounds on higher offtake Graphite India and HEG face modest pressure Gravita remains stable Looking ahead: Safeguard duty protection and a strengthening aluminium cycle improve earnings stability and upgrade potential in FY27 #Metals" [X Link](https://x.com/vanshpansari_/status/2009336602003480751) 2026-01-08T18:49Z [---] followers, [---] engagements "Banking Q3FY26 Preview Credit growth strong: Loans grow in double digits while deposit growth lags keeping system LDR elevated Margins steady: Private banks see flat to slightly higher NIMs while state banks face mild margin pressure Asset quality stable: Retail and MFI stress improves with seasonal farm NPLs impacting large private banks #Banking #Q3FY26 #EarningsPreview #Banks #NBFC https://twitter.com/i/web/status/2009338388940529791 https://twitter.com/i/web/status/2009338388940529791" [X Link](https://x.com/vanshpansari_/status/2009338388940529791) 2026-01-08T18:56Z [---] followers, [---] engagements "Life Insurance Q3FY26 Preview Growth picks up: Annual premieum equivalent growth around [--] to [--] percent YoY aided by low base and GST exemption on individual life policies Margins under pressure: VNB margins stay constrained due to loss of input tax credit though better product mix offers partial relief Key monitorables: Management commentary on commission structure changes and insurance amendment bill #LifeInsurance #Q3FY26 #EarningsPreview #Insurance #Financials https://twitter.com/i/web/status/2009339051892199677 https://twitter.com/i/web/status/2009339051892199677" [X Link](https://x.com/vanshpansari_/status/2009339051892199677) 2026-01-08T18:58Z [---] followers, [--] engagements "Bharat Coking Coal IPO Day [--] snapshot IPO subscribed 8x on Day [--] Issue size Rs [----] crore entire OFS Price band Rs [----] per share Anand Rathi view: Strong market share; valued at 8.64x FY25 P/E at upper band fairly priced Consistent track record and superior financials; subscribe for listing gains #IPO #BharatCokingCoal #IPOBuzz #PrimaryMarket https://twitter.com/i/web/status/2009786767155834931 https://twitter.com/i/web/status/2009786767155834931" [X Link](https://x.com/vanshpansari_/status/2009786767155834931) 2026-01-10T00:37Z [---] followers, [---] engagements "ICICI Lombard asks investors to ignore unapproved numbers 🤷♂ Dj vu much Second leak after Hatsun Agro. Result season now comes with spoilers. #ICICILombard #ResultSeason #MarketSpoilers #CorporateOops #StockMarketHumour #IndiaMarkets" [X Link](https://x.com/vanshpansari_/status/2009854138067402821) 2026-01-10T05:05Z [---] followers, [---] engagements "PVR is getting interesting 🎬 Record revenues and margins are holding up well Strong movie pipeline to support collections Operating cash flows have improved meaningfully Small base with long runway in premium entertainment Multiple brokerages remain bullish Balance sheet improving; net positive status likely ahead. Reminding of early Zomatofundamentals improve before perception changes. Long term growth story intact #PVR #IndianEquities #LongTermInvesting #QualityBusinesses #PortfolioIdeas https://twitter.com/i/web/status/2011443847902171266" [X Link](https://x.com/vanshpansari_/status/2011443847902171266) 2026-01-14T14:22Z [---] followers, [---] engagements "Whats happening in the local Gold and silver market GROUND REALITY Physical demand for silver remain in place but soft as compared to the skyrocketed prices The recent rally seems largely driven by paper trading (derivatives & options) Jewellery retailers arent seeing volume-led gains; stock value rises but consumer demand is soft A key challenge: when jewellers sell Gold and silver they must restock at higher prices Those who tried to time the rally by selling without covering positions have taken losses The silver rally extended longer than expected catching many off-guard #Silver" [X Link](https://x.com/vanshpansari_/status/2011782357221515683) 2026-01-15T12:47Z [---] followers, [---] engagements "Smart money rotation in AAVAS FINANCIERS 👀 Domestic Mutual Funds already own 14% stake (Sep25) HDFC Mutual Fund enters the stock Bought [----] lakh shares (2.46%) @ Rs [----] Stock is trading near [----] support levels a strong demand zone. 📊 #AAVAS #SmartMoney #IndianStocks https://twitter.com/i/web/status/2011828649352474914 https://twitter.com/i/web/status/2011828649352474914" [X Link](https://x.com/vanshpansari_/status/2011828649352474914) 2026-01-15T15:51Z [---] followers, [---] engagements "Whats driving institutional interest Likely rate cuts ahead a big tailwind for Housing finance Co's AAVAS earns via interest spreads Focused on affordable housing for lowmiddle income self-employed borrowers in semi-urban & rural India Strong macro + niche positioning. https://twitter.com/i/web/status/2011829161317531880 https://twitter.com/i/web/status/2011829161317531880" [X Link](https://x.com/vanshpansari_/status/2011829161317531880) 2026-01-15T15:53Z [---] followers, [---] engagements "Rupee likely to strengthen ahead Technical and Fundamental view Technical view USDINR is hitting a 10-year resistance trendline Upside in Dollar vs Rupee now looks limited Any further move higher in USDINR is less likely to sustain Fundamental view Why the Rupee can get stronger Lower oil prices reduce dollar outflow and improve the current account RBI has strong forex reserves to protect the Rupee Global firms diversifying supply chains away from China #Rupee #INR #IndiaEconomy #Macro #Currency https://twitter.com/i/web/status/2012234640204210672" [X Link](https://x.com/vanshpansari_/status/2012234640204210672) 2026-01-16T18:44Z [---] followers, [---] engagements "ICICI Bank re-appoints Sandeep Bakhshi as MD & CEO Appointment removes leadership overhang Tenure extended for [--] years (Oct [----] Oct 2028) Decision subject to RBI approval Ensures leadership continuity & strategic stability Positive signal for long-term investors #ICICIBank #SandeepBakhshi #BankingStocks #IndianMarkets #StockMarketIndia #Leadership #PrivateBanks https://twitter.com/i/web/status/2012467453306327497 https://twitter.com/i/web/status/2012467453306327497" [X Link](https://x.com/vanshpansari_/status/2012467453306327497) 2026-01-17T10:10Z [---] followers, [---] engagements "Shadowfax IPO Can be Subscribed 📦🚀 Peer comparison tells the story clearly 👇 Shadowfax is still in early profitability phase (PAT Rs [--] Cr) Revenue scale-up is strong (Rs [----] Cr) with 67% YoY growth Operating in the same arena as Delhivery & Blue Dart but at a much smaller base Valuation looks rich on current earnings but reflects future growth and margin expansion 📌 E-commerce & quick commerce tailwinds 📌 Dense delivery network and proprietary tech 📌 High-risk high-growth logistics play #ShadowfaxIPO #IPOIndia #Logistics #Ecommerce #StockMarketIndia #Investing" [X Link](https://x.com/vanshpansari_/status/2012534607242260616) 2026-01-17T14:36Z [---] followers, [----] engagements "Ambuja cements Cmp Rs [---] Next Nifty [--] counter Might come in rotation in next leg of rally Technical and fundamental view Technical Only [--] dips in last [--] years [--] months moving average is a very very strong support Currently stock is trading near to support of [--] months moving average at Rs [---] Fundamental Post-merger capacity scale jump Combined cement capacity [---] MTPA now with a target to grow to [---] MTPA by FY28 Simplified single entity structure driving synergies merging ACC & Orient eliminates duplicate costs #CementSector #InfraBoom #CapexCycle #EarningsLeverage #SectorRotation" [X Link](https://x.com/vanshpansari_/status/2012564526726877336) 2026-01-17T16:35Z [---] followers, [---] engagements "Quality stocks slipping to 52-week lows 👀 Tata Motors Havells IRCTC L&T Technology Services United Breweries Procter & Gamble India Page Industries Jubilant FoodWorks Godrej Properties Indian Hotels Markets testing patience. 📉 #Nifty50 #MarketCorrection #52WeekLow #IndianStocks #QualityStocks #DalalStreet #StockMarketIndia https://twitter.com/i/web/status/2013524827232211411 https://twitter.com/i/web/status/2013524827232211411" [X Link](https://x.com/vanshpansari_/status/2013524827232211411) 2026-01-20T08:11Z [---] followers, [---] engagements "Current scenario: Rupee is weakening 📉 Equities stuck in correction FDs barely protect purchasing power Gold & Silver at skyrocketed prices Real estate demands heavy capital Tough phase for investors. #IndianMarkets #MacroView #Investing #AssetAllocation #WealthBuilding" [X Link](https://x.com/vanshpansari_/status/2013591854055608351) 2026-01-20T12:38Z [---] followers, [---] engagements "Nifty Smallcap [---] 📉 Down 18% from highs Many retail portfolios down 3040% from peak Expensive valuations left zero margin for error. #Smallcaps #NiftySmallcap250 #MarketCorrection #RetailInvestors #IndianMarkets" [X Link](https://x.com/vanshpansari_/status/2013845920270688684) 2026-01-21T05:27Z [---] followers, [---] engagements "Nifty Realty is back to where it was [--] years ago Down 46% from its highs Massive correction Earlier share market profits flowed straight into real estate 🏠💰 Now with markets sliding to new lows almost every day that surplus cash has dried up. No easy market money = less fresh capital chasing realty. #NiftyRealty #RealEstate #StockMarket #MarketCorrection #WealthEffect #IndianMarkets #EquityToRealty #DalalStreet https://twitter.com/i/web/status/2013849708066939037 https://twitter.com/i/web/status/2013849708066939037" [X Link](https://x.com/vanshpansari_/status/2013849708066939037) 2026-01-21T05:42Z [---] followers, [--] engagements "Jio Finance One of the most discussed and favourite stocks among investors Down 16% in pat [--] months Lets break down the case: Its a Valuation correction not a business issue. Co Expanding into high-margin financial businesses. Structural moat via regulatory access and deep partnerships like BlackRock. Well positioned to emerge as a top [--] player across multiple products. But Technical setup looks extremely weak expecting levels of Rs 200-210 in near term #JioFinance #Investing #IndianStocks #FinancialServices https://twitter.com/i/web/status/2013853860495007764" [X Link](https://x.com/vanshpansari_/status/2013853860495007764) 2026-01-21T05:59Z [---] followers, [---] engagements "Nifty Realty back to Square [--] Down 46% from its highs Massive correction Earlier share market profits flowed straight into real estate 🏠💰 Now with markets sliding to new lows almost every day that surplus cash has dried up. No easy market money = less fresh capital chasing realty. #NiftyRealty #RealEstate #StockMarket #MarketCorrection #WealthEffect #IndianMarkets #EquityToRealty #DalalStreet https://twitter.com/i/web/status/2013854066871587198 https://twitter.com/i/web/status/2013854066871587198" [X Link](https://x.com/vanshpansari_/status/2013854066871587198) 2026-01-21T05:59Z [---] followers, [---] engagements "End of silver era is near. Deficit is shrinking Daily weekly and monthly RSI crossing [--] extreme overbought signals for silver Over optimistic picture being painted #Silver #Commodities #RSI #Overbought #TechnicalAnalysis #MarketTrends #Investing #MetalsMarket Silver deficit is shrinking over the last [--] years Demand is still higher than supply but the gap is reducing Big deficit in [----] steadily narrowing till [----] projections Supply improving demand cooling a bit market getting more balanced Industrial demand remains https://t.co/IyevW1cjqW Silver deficit is shrinking over the last [--] years" [X Link](https://x.com/vanshpansari_/status/2013857205737710074) 2026-01-21T06:12Z [---] followers, [---] engagements "In last [--] months coriander(Dhaniya) is up by 65% Coriander(dhaniya) at [--] year highs Shouldve hedged my portfolio with dhaniya instead of derivatives 🌿📉 #PortfolioHedge #IndianMarkets #DalalStreet https://twitter.com/i/web/status/2013891223283736895 https://twitter.com/i/web/status/2013891223283736895" [X Link](https://x.com/vanshpansari_/status/2013891223283736895) 2026-01-21T08:27Z [---] followers, [---] engagements "@Ashish_4vedi That route is an everyday struggle " [X Link](https://x.com/vanshpansari_/status/2013936728541679735) 2026-01-21T11:28Z [---] followers, [---] engagements "Emkay on Gravita Maintain Buy with TP of Rs 2400(+50%) EBITDA broadly in-line with estimates EBITDA margins expanded sharply on lower raw material costs Lead segment EBITDA at Rs 23/kg well above guidance of Rs 1920/kg Focus now shifts to Mundra & Jaipur capacity commissioning and margin sustainability #Gravita #Q3Results #EarningsSeason #MetalStocks #MidcapStocks #IndianMarkets Gravita India Next to Join the Metals Rally About co Gravita India is a recycling company that mainly recycles used batteries to produce lead and other metals. Growth to kick in soon Prioritising highest margin" [X Link](https://x.com/vanshpansari_/status/2013999210908307840) 2026-01-21T15:36Z [---] followers, [---] engagements "@_anujsinghal @chandrarsrikant Trade deal can lead to start of fresh leg of rally in Indian markets " [X Link](https://x.com/vanshpansari_/status/2014005699320463762) 2026-01-21T16:02Z [---] followers, [---] engagements "@Ashish_4vedi Silver has already made its top The rally extended due to continues short covering in the Commodity Across time frames RSI has crossed [--] something similar happened before crash in mid and smallcaps" [X Link](https://x.com/vanshpansari_/status/2014204676464431421) 2026-01-22T05:13Z [---] followers, [---] engagements "Tata Steel up by almost 3%. Steel ArcelorMittal the worlds largest steelmaker hikes HRC/CRC prices by 30/t A sharp 45% jump across Europe Positive read-through for Tata Steel Europe Supportive for Graphite India and HEG #Steel #Metals #ArcelorMittal #TataSteel #GraphiteIndia #HEG https://t.co/lHWEDlCWjb Steel ArcelorMittal the worlds largest steelmaker hikes HRC/CRC prices by 30/t A sharp 45% jump across Europe Positive read-through for Tata Steel Europe Supportive for Graphite India and HEG #Steel #Metals #ArcelorMittal #TataSteel #GraphiteIndia #HEG https://t.co/lHWEDlCWjb" [X Link](https://x.com/vanshpansari_/status/2014204852050567263) 2026-01-22T05:13Z [---] followers, [---] engagements "Precious metals at its peak. #gold #silver #PreciousMetals #commodity Nifty vs Precious Metals (Silver + Gold) Ratio - The ratio of Nifty to (Silver + Gold) is now at [----] & is reaching its support zone of [---] to [--] In the past 30yrs everytime this ratio has bottomed Nifty has given 40-120% return in next 2yrs (Bottom part of image) 1/2 https://t.co/v0jhXiq98Q Nifty vs Precious Metals (Silver + Gold) Ratio - The ratio of Nifty to (Silver + Gold) is now at [----] & is reaching its support zone of [---] to [--] In the past 30yrs everytime this ratio has bottomed Nifty has given 40-120% return in next" [X Link](https://x.com/vanshpansari_/status/2014217149871743353) 2026-01-22T06:02Z [---] followers, [---] engagements "Interesting how the entire stock market revolves around media. Yet the Nifty Media index is still stuck at levels from [--] years ago. Business channels like CNBC ET NDTV Profit cost just Rs [--] per month. Entertainment channels like Star Plus charge Rs [--] per month. India clearly prefers daily serials over business news 😂📺 PS: Not demeaning business news channels just a fact-check on pricing and viewer preferences. #IndianMarkets #MediaStocks #NiftyMedia #StockMarket #Television #BusinessNews https://twitter.com/i/web/status/2014318218282930335" [X Link](https://x.com/vanshpansari_/status/2014318218282930335) 2026-01-22T12:44Z [---] followers, [---] engagements "Expecting steep fall in Shriram Finance ahead of Q3 results today. Technical setup looks weak momentum fading. Results may be the trigger 📉 #ShriramFinance #Q3Results #StockMarket #TechnicalAnalysis" [X Link](https://x.com/vanshpansari_/status/2014580004714365091) 2026-01-23T06:04Z [---] followers, [---] engagements "Orient electric Is the Worst Over Down 56% from it Highs Centrum Maintain Buy with TP 260(+53%) Targets growth faster than the industry in core categories BLDC fan adoption set to accelerate post new BEE norms (Jan26) Premium & BLDC mix aimed to rise to 45% of fan sales Double-digit operating margin remains a clear medium-term goal 12% sales CAGR with 30% PAT CAGR expected over FY25-28 #OrientElectric #FMEG #BLDCFANS #Premiumisation #IndiaConsumption #EarningsOutlook #BUY 📈 https://twitter.com/i/web/status/2014582738435899592 https://twitter.com/i/web/status/2014582738435899592" [X Link](https://x.com/vanshpansari_/status/2014582738435899592) 2026-01-23T06:15Z [---] followers, [---] engagements "Sell individual stocks on every bounce. Gradually move into ETFs (Nifty Next [--] Nifty Midcap etc). Protecting capital is as important as making returns. Correction in mid & small caps is not over yet stay cautious. #Markets #ETFs #RiskManagement #Midcap #Smallcap #Investing #CapitalProtection https://twitter.com/i/web/status/2014604309896515973 https://twitter.com/i/web/status/2014604309896515973" [X Link](https://x.com/vanshpansari_/status/2014604309896515973) 2026-01-23T07:41Z [---] followers, [---] engagements "INNOVA CAPTABs IPO saw a stellar [--] subscription Stock is buzzing again on strong Q3 results 🔥 Net Profit at Rs [----] Cr vs Rs [----] Cr YoY #InnovaCaptab #IPO #Q3Results #StockBuzz #MarketRally" [X Link](https://x.com/vanshpansari_/status/2014606513445470376) 2026-01-23T07:49Z [---] followers, [---] engagements "Nifty likely to take its first pause at [-----] at its [---] EMA #Nifty #StockMarket #Trading #MarketUpdate #Investing #Equity #Sensex #Nifty24600 🚨 Nifty View: Expecting a Dip to [-----] 📊 Every major Nifty rally when started from [---] moving average in the past has retested its 300-day moving average within a year a pattern seen in 🔹 Jul [--] 🔹 Jul [--] 🔹 Sep [--] 🔹 Feb [--] 🔹 Nov [--] 🔹 May [--] 🔹 Mar [--] 💡 This 🚨 Nifty View: Expecting a Dip to [-----] 📊 Every major Nifty rally when started from [---] moving average in the past has retested its 300-day moving average within a year a pattern seen in 🔹" [X Link](https://x.com/vanshpansari_/status/2014612494812381561) 2026-01-23T08:13Z [---] followers, [---] engagements "View across assets & sectors 📉 Top looks in place (technically) Dollar/Rupee Gold Silver 📈 Accumulation phase US Tech (Meta etc) Crude Oil Nifty Next [--] (India) #Markets #AssetAllocation #SectorRotation #Investing #IndiaMarkets #GlobalMarkets" [X Link](https://x.com/vanshpansari_/status/2014641470192644129) 2026-01-23T10:08Z [---] followers, [---] engagements "Relaxo Footwear 👟📉 Classic pump & dump Massive wealth erosion. Down 75% from highs back to [----] levels. No financials supported the pump No of Public shareholders In [----] = [-----] In [----] = [------] Clear loser = Retail Investors. #Relaxo #StockMarket #WealthErosion #PumpAndDump #IndianStocks #RetailAlert https://twitter.com/i/web/status/2014665780546437634 https://twitter.com/i/web/status/2014665780546437634" [X Link](https://x.com/vanshpansari_/status/2014665780546437634) 2026-01-23T11:45Z [---] followers, [---] engagements "Life Insurance Corp (LIC) Value discovery in progress after sharp up & down moves post listing Trading at [--] P/E Strong [--] year profit CAGR Insurance clearly a booming theme in India Blue-chip stock with Rs 5+ lakh crore market cap One stock to closely monitor #LIC #Insurance #ValueDiscovery #LongTerm #IndianMarkets #StocksToWatch https://twitter.com/i/web/status/2015028437912781174 https://twitter.com/i/web/status/2015028437912781174" [X Link](https://x.com/vanshpansari_/status/2015028437912781174) 2026-01-24T11:46Z [---] followers, [---] engagements "Why FIIs are struggling to make real returns in India Start with Rs [---] invested 📉 Rupee depreciation (1 yr): -6% 📈 Market return: +10% Value becomes Rs [---] LTCG tax at 12.5% on gains (Rs 1.25) Final value Rs [------] 👉 Net return: just 23% Meanwhile risk-free returns in abroad is around 34% No wonder FIIs hesitate. (Ignoring surcharge fees) #FIIs #RupeeDollar #LTCG #IndianMarkets https://twitter.com/i/web/status/2015053601958428931 https://twitter.com/i/web/status/2015053601958428931" [X Link](https://x.com/vanshpansari_/status/2015053601958428931) 2026-01-24T13:26Z [---] followers, [----] engagements "@ShereenBhan @MarosSefcovic @Parikshitl This deal is about stability in an unstable world. Strategic + economic win for both India & EU. #IndiaEU #Trade" [X Link](https://x.com/vanshpansari_/status/2015413386197262655) 2026-01-25T13:16Z [---] followers, [---] engagements "RSI (6-month timeframe) at [--] 📈 Gold has never sustained above [--] RSI at least since [----]. Historically this level signals exhaustion. Momentum fades sooner or later. Time to go all short on gold #Gold #RSI #TechnicalAnalysis #Commodities #Markets #TradingView #Overbought" [X Link](https://x.com/vanshpansari_/status/2015731371210322188) 2026-01-26T10:19Z [---] followers, [---] engagements "Unpopular opinion 🚩 Peak optimism around the Budget Imples peak risk of disappointment. Thats how markets work. #Markets #Budget2026 #India" [X Link](https://x.com/vanshpansari_/status/2016471085647298934) 2026-01-28T11:19Z [---] followers, [--] engagements "Apex frozen foods Price back at levels of year [----] Stock up 100% in past [--] months What led the rally EU growth lever Balance sheet reset Net debt declined from Rs1670m in FY21 to Rs410m in H1FY26 Strong resistance at current levels of Rs [---] Best time to book Profits #ApexFrozenFoods #StockMarket #SmallCap #BalanceSheet https://twitter.com/i/web/status/2021850726595785046 https://twitter.com/i/web/status/2021850726595785046" [X Link](https://x.com/vanshpansari_/status/2021850726595785046) 2026-02-12T07:35Z [---] followers, [---] engagements "Very interesting level to watch Nifty / Gold Ratio at [----] Simple understanding through this thread 🧵 Clear rule: ✔ Ratio near the bottom Favours Nifty over Gold ✔ Ratio near the top Favours Gold over Nifty #NiftyGoldRatio #Commodities #Gold #Silver #PreciousMetals" [X Link](https://x.com/anyuser/status/2022899582825648464) 2026-02-15T05:03Z [---] followers, [---] engagements "📊 Buffett Indicator India (Dec [--] 2025) What is it A metric comparing Indias Stock Market Size vs Indias Economy (GDP). ✅ Indias Market Cap: 471056B ✅ Indias GDP: 330728B ➡ Ratio: 142.43% (135% = Significantly Overvalued) 🔍 Market Context Indian markets not in a bullish state FII still out as rupee depreciates Valuations rich especially mid & small caps Earnings improvement remains average Warren Buffett Indicator signals overvaluation #IndianMarkets #BuffettIndicator #Investing #Nifty50 https://twitter.com/i/web/status/1999516997579866289 https://twitter.com/i/web/status/1999516997579866289" [X Link](https://x.com/vanshpansari_/status/1999516997579866289) 2025-12-12T16:29Z [---] followers, [---] engagements "Emkay on Aviation Indias domestic air traffic grew 7% YoY in November [----] supported by festive demand Aviation Turbine Fuel prices expected to soften in January [----] a key profitability positive InterGlobe Aviation (IndiGo) faced operational disruptions pulling early December momentum; stability returned mid-month SpiceJet gained market share (+110 bps) while IndiGo lost nearly [---] basis points Air India Groups market share also improved by [---] bps Passenger Load Factor improved across airlines indicating healthy demand absorption Sector On-Time Performance deteriorated reflecting weather" [X Link](https://x.com/vanshpansari_/status/2005685612154872244) 2025-12-29T17:01Z [---] followers, [---] engagements "Stocks near 52-week highs Hind Copper : Direct beneficiary of rising Copper prices Muthoot Finance :Higher gold prices implies stronger collateral lower default risk for gold-loan NBFCs Hind zinc USD1/oz move in silver prices has 1% sensitivity to Cos EBITDA #HindCopper #MuthootFinance #HindustanZinc #Silver #Gold #NBFC #StocksToWatch #52WeekHighs #MarketTrends Metals & Gold Loan NBFCs Shine Amid Price Surge ✅ Hindustan Zinc up 33% in past [--] month ✅ Silver prices surge 34% in same period 📊 $1/oz move in silver = 1% EBITDA sensitivity for HZ Muthoot finance up 45% in last [--] months 🏆 Gold" [X Link](https://x.com/vanshpansari_/status/2013861175638007909) 2026-01-21T06:28Z [---] followers, [---] engagements "Steel ArcelorMittal the worlds largest steelmaker hikes HRC/CRC prices by 30/t A sharp 45% jump across Europe Positive read-through for Tata Steel Europe Supportive for Graphite India and HEG #Steel #Metals #ArcelorMittal #TataSteel #GraphiteIndia #HEG" [X Link](https://x.com/vanshpansari_/status/2013939370097807442) 2026-01-21T11:38Z [---] followers, [---] engagements "CITI ON APOLLO HOSPITALS High Conviction Buy Target Price At 9600/sh Co Has Attractive Valuations Shows Consistent Growth In Hosps & HealthCo It's The Cheapest Healthcare Stock In India Offering Strong Growth Trajectory Expect 17% CAGR In Hosps EBITDA By FY28 HealthCo Margin Can Reach 7% By FY28 #Hospitals #Nifty50 #Apollohospitals #Sectoralrotation Hospitals 🏥 Long-term Theme Fortis Apollo Max Healthcare Among the most resilient sectors in India Structural margin expansion still ahead High entry barriers make the model hard to replicate Even global players or AI pose limited disruption risk" [X Link](https://x.com/vanshpansari_/status/2014245430989828349) 2026-01-22T07:55Z [---] followers, [---] engagements "BIG NEGATIVE FOR PAYTM 🚨 RBI has ended the PIDF (Payment Infrastructure Development Fund) scheme. This scheme incentivised deployment of digital payment infrastructure. It ended in Dec [----] and has not been extended. For Paytm PIDF contributed 20% of operating profit #Paytm #RBI #PIDF #DigitalPayments #Fintech #IndianMarkets #StocksToWatch #MarketNews" [X Link](https://x.com/vanshpansari_/status/2014583483142963551) 2026-01-23T06:18Z [---] followers, [----] engagements "So far [---] companies from the NSE [---] have reported Q3 results. Profits are growing but below expectations Revenue growth is just 11.2% YoY despite a low base last year Simple takeaway Earnings are failing to impress even with an easy comparison. #Q3Results #EarningsSeason #NSE500 #IndianMarkets #StockMarket #investing https://twitter.com/i/web/status/2016041867264327851 https://twitter.com/i/web/status/2016041867264327851" [X Link](https://x.com/vanshpansari_/status/2016041867264327851) 2026-01-27T06:53Z [---] followers, [---] engagements "Nifty realty down 17% in past [--] months Developers cutting FY26 guidance Weak pre-sales across developers Broad housing demand slowdown FII risk-off on high-beta sectors #NiftyRealty #RupeeDepreciation #RealEstateStocks #INR #HousingDemand #FIIOutflows #IndiaMarkets" [X Link](https://x.com/vanshpansari_/status/2016082912639385851) 2026-01-27T09:36Z [---] followers, [---] engagements "Profit booking time 📉 Vedanta announces Hindustan Zinc OFS Plans to sell up to [---] crore shares raising Rs [----] crore via OFS Supply overhang and near-term pressure on HZL #Vedanta #HindustanZinc #OFS #ProfitBooking #StockMarketIndia" [X Link](https://x.com/vanshpansari_/status/2016105878840344949) 2026-01-27T11:07Z [---] followers, [---] engagements "Graphite / HEG EU FTA Impact Europe is a big market (2025% exports) lower tariffs improve pricing power vs earlier cost absorption EU CBAM likely unchanged Supports long-term demand as decarbonisation stays a key theme #Graphite #HEG #EUFTA #CBAM #Decarbonisation #Steel #IndiaExports Potentially strong movers In Metals and mining space Both Underperformed Nifty metal index- Nifty metal 24% YTD Graphite India 0% YTD Heg 3.4% YTD Potential triggers for strong move Industry currently in a deep cyclical trough Consolidation underway with capacity exits from https://t.co/yVtJ1yCBWG Potentially" [X Link](https://x.com/vanshpansari_/status/2016395980849983866) 2026-01-28T06:20Z [---] followers, [---] engagements "Sharp spike in HEG and Graphite india #HEG #Graphite Graphite / HEG EU FTA Impact Europe is a big market (2025% exports) lower tariffs improve pricing power vs earlier cost absorption EU CBAM likely unchanged Supports long-term demand as decarbonisation stays a key theme #Graphite #HEG #EUFTA #CBAM #Decarbonisation #Steel Graphite / HEG EU FTA Impact Europe is a big market (2025% exports) lower tariffs improve pricing power vs earlier cost absorption EU CBAM likely unchanged Supports long-term demand as decarbonisation stays a key theme #Graphite #HEG #EUFTA #CBAM #Decarbonisation #Steel" [X Link](https://x.com/vanshpansari_/status/2016451263211393212) 2026-01-28T10:00Z [---] followers, [---] engagements "Somany Ceramics Q3 snapshot Domestic demand remains soft Improving capacity utilisation and cost discipline drove margin expansion Stabilising Exports & steady gas prices eased supply pressure Early Q4 demand green shoots visible. focus shifts to balance-sheet strength & profitable growth. PAT [-----] Cr vs [----] Cr (+75.90% YoY+38.18% QoQ) #somanyCeramics #buildingmaterials https://twitter.com/i/web/status/2016476745709552022 https://twitter.com/i/web/status/2016476745709552022" [X Link](https://x.com/vanshpansari_/status/2016476745709552022) 2026-01-28T11:41Z [---] followers, [---] engagements "There will be days when family feels heavy Personal life is a mess Career looks stuck Hold faith. Time changes. So will this. #KeepFaith #ThisTooShallPass #HardTimes #LifeLessons #StayStrong #TrustTheProcess #Mindset #Resilience #Growth #OneDayAtATime" [X Link](https://x.com/vanshpansari_/status/2016590718073278787) 2026-01-28T19:14Z [---] followers, [---] engagements "Somany Ceramics up 3% 📈 Still a long runway ahead. Strong hands at play DIIs hold 23% stake. Building materials could be a key theme in Indias growth story. #somanyceramics #buildingmaterials #indiagrowthstory Somany Ceramics Q3 snapshot Domestic demand remains soft Improving capacity utilisation and cost discipline drove margin expansion Stabilising Exports & steady gas prices eased supply pressure Early Q4 demand green shoots visible. focus shifts to balance-sheet strength & https://t.co/6TBxpmJ4OY Somany Ceramics Q3 snapshot Domestic demand remains soft Improving capacity utilisation and" [X Link](https://x.com/vanshpansari_/status/2016747500628234271) 2026-01-29T05:37Z [---] followers, [---] engagements "Literally a no-brainer 🚀 Massive blast 💥 Locked in upper circuit today. Spectacular returns in last [--] months 📈 Hindustan Copper is the name. #Metals #hindcopper #Momentum #BullRun #IndianMarkets They said it all on Jan 1st They said it all on Jan 1st" [X Link](https://x.com/vanshpansari_/status/2016784522218725414) 2026-01-29T08:04Z [---] followers, [---] engagements "Crazy global setup 🚨 Gold / Silver: 10% intraday swings FD returns being made in [--] day Bitcoin: down 5% 💥 Nasdaq: bleeding red 🩸 Volatility is the only certainty. #GlobalMarkets #Volatility #Gold #Silver #Bitcoin #Nasdaq #RiskOn #RiskOff #MarketChaos" [X Link](https://x.com/vanshpansari_/status/2016910797155553397) 2026-01-29T16:26Z [---] followers, [---] engagements "Gold & Silver dip being used by genuine buyers - weddings households real needs. #Gold #Silver #PreciousMetals #WeddingDemand #FOMO #SafeHaven #BuyTheDip #IndianMarkets" [X Link](https://x.com/vanshpansari_/status/2017212910519685133) 2026-01-30T12:26Z [---] followers, [---] engagements "Maithan alloys in focus Positive SEBI gives NOC for NSE IPO Maithan alloys holds around [--] lakh shares of NSE Maithan alloys acquired [--] lakh shares of NSE for around Rs [---] Cr In [----] NSE IPO could unlock massive ROI for shareholders. #MaithanAlloys #NSEIPO #SEBINOC #HiddenValue #ValueUnlocking #IndianStocks #StockMarketIndia https://twitter.com/i/web/status/2017228153073353033 https://twitter.com/i/web/status/2017228153073353033" [X Link](https://x.com/vanshpansari_/status/2017228153073353033) 2026-01-30T13:27Z [---] followers, [---] engagements "DID YOU KNOW 👀 [----] Lehman crisis Gold crashed to $682 Then topped around $1900 by [----] (almost 3x returns) [----] Gold crash $1640 Topped near $5500 in 2026(more than 3x returns) #Gold #GoldHistory #SafeHaven #WealthCreation #LongTermInvesting #MarketCycles" [X Link](https://x.com/vanshpansari_/status/2017231010216423559) 2026-01-30T13:38Z [---] followers, [---] engagements "Anil Agarwal best trader in town 😄 HindZinc offloads stake via OFS Exactly at the peak of silver prices Timing so perfect. #HindZinc #AnilAgarwal #Silver #OFS #MarketTiming #SmartMoney" [X Link](https://x.com/vanshpansari_/status/2017465954129920450) 2026-01-31T05:12Z [---] followers, 20.1K engagements "Very relevant US largecap may generate better Alpha than Indian smallcaps 1) The earnings in the US Tech is expected to grow at 15% CAGR in USD terms. This is roughly 19-20% in INR terms. Even small caps in India struggle to grow at that pace. 2) Top tech firms like Meta Amazon Msft are down at least 20% from peak. And are trading at their 1) The earnings in the US Tech is expected to grow at 15% CAGR in USD terms. This is roughly 19-20% in INR terms. Even small caps in India struggle to grow at that pace. 2) Top tech firms like Meta Amazon Msft are down at least 20% from peak. And are" [X Link](https://x.com/vanshpansari_/status/2017522201210327358) 2026-01-31T08:55Z [---] followers, 12.5K engagements "SAIL Q3 numbers Positive Numbers beat estimates volume growth helped to offset the impact of lower steel realizations Improved cost efficiencies led to a decline in unit costs supporting margins. With recent price hikes Q4 EBITDA per tonne could expand meaningfully setting up a strong earnings outlook. #SAIL #SteelSector #Q3Results #EarningsBeat #MarginExpansion #VolumeGrowth https://twitter.com/i/web/status/2017580743933952151 https://twitter.com/i/web/status/2017580743933952151" [X Link](https://x.com/vanshpansari_/status/2017580743933952151) 2026-01-31T12:48Z [---] followers, [---] engagements "Bitcoin and real diamonds have more in common than people realise Both have no intrinsic cash flow Both derive value largely from perception narrative and belief Both are scarcity stories sold aggressively through marketing Both see demand fluctuate with sentiment not utility Food for thought. #Bitcoin #Diamonds #HardTruths #MarketPsychology https://twitter.com/i/web/status/2017623388471414816 https://twitter.com/i/web/status/2017623388471414816" [X Link](https://x.com/vanshpansari_/status/2017623388471414816) 2026-01-31T15:37Z [---] followers, [---] engagements "GOLD SILVER CRASH IMPACT Silver on MCX opens at [----] lk/kg down 6% vs Fridays close of [----] lk/kg Gold on MCX opens at [----] lk/10 gm down 3% vs Fridays close of [----] lk/10 gm MCX DOWN [--] % HIND ZINC DOWN [--] % VEDANTA DOWN [--] % NALCO DOWN [--] % #preciousmetal #gold #silver Anil Agarwal best trader in town 😄 HindZinc offloads stake via OFS Exactly at the peak of silver prices Timing so perfect. #HindZinc #AnilAgarwal #Silver #OFS #MarketTiming #SmartMoney https://t.co/BLJjdMPRk4 Anil Agarwal best trader in town 😄 HindZinc offloads stake via OFS Exactly at the peak of silver prices Timing so" [X Link](https://x.com/vanshpansari_/status/2017808999882887452) 2026-02-01T03:55Z [---] followers, [---] engagements "Bitcoin crashed 48% from its highs Now trading at $78700 #bitcoin #crypto Bitcoin and real diamonds have more in common than people realise Both have no intrinsic cash flow Both derive value largely from perception narrative and belief Both are scarcity stories sold aggressively through marketing Both see demand fluctuate with sentiment not https://t.co/7RYUshOSt0 Bitcoin and real diamonds have more in common than people realise Both have no intrinsic cash flow Both derive value largely from perception narrative and belief Both are scarcity stories sold aggressively through marketing Both see" [X Link](https://x.com/vanshpansari_/status/2017809765922161061) 2026-02-01T03:58Z [---] followers, [---] engagements "Massive sell-off in Metals 🚨 Nifty Metal index cracks 7%+ Hind Zinc hits 20% lower circuit Vedanta slides 14% Feels like the world is ending for metals today #Metals #vedanta #hindzinc" [X Link](https://x.com/vanshpansari_/status/2017815425548226589) 2026-02-01T04:21Z [---] followers, [---] engagements "Some questions worth asking 👇 Where is the EV & industrial demand in Silver now What happened to the so-called valuation comfort in Vedanta Reality check: Stop chasing momentum every single day. You need to be wrong just one day for a years gains to get wiped off. #Markets #HardTruths #RiskManagement #Investing #Momentum Massive sell-off in Metals 🚨 Nifty Metal index cracks 7%+ Hind Zinc hits 20% lower circuit Vedanta slides 14% Feels like the world is ending for metals today #Metals #vedanta #hindzinc https://t.co/31da7erfuK Massive sell-off in Metals 🚨 Nifty Metal index cracks 7%+ Hind" [X Link](https://x.com/vanshpansari_/status/2017817240725553461) 2026-02-01T04:28Z [---] followers, [---] engagements "Why is Hind Zinc down 20% Silver down 58% from highs Fall started Friday night Every $1 per oz move in Silver means around 1% impact on HZL EBITDA Weekend fall in Silver prices is now getting discounted into current stock prices #HindZinc #Silver #Commodities #MarketLogic #Stocks #Risk https://twitter.com/i/web/status/2017819854171214109 https://twitter.com/i/web/status/2017819854171214109" [X Link](https://x.com/vanshpansari_/status/2017819854171214109) 2026-02-01T04:38Z [---] followers, [---] engagements "True. Global headwinds leave little room for populism. Budget will need fiscal discipline and targeted risk-taking capex manufacturing exports. Too much conservatism slows growth. Too much adventurism spooks markets. Balance is the real challenge. #Budget faces the most hostile global Enviroment seen in decades . Will have to be a mix of conservatism and adventurism says Sajid Chenoy on @CNBCTV18News @CNBCTV18Live #BudgetWithCNBCTV18 #Budget faces the most hostile global Enviroment seen in decades . Will have to be a mix of conservatism and adventurism says Sajid Chenoy on @CNBCTV18News" [X Link](https://x.com/vanshpansari_/status/2017824231426572675) 2026-02-01T04:56Z [---] followers, [---] engagements "Stay away from budget-theme stocks like HAL BEL BHEL. Too much optimism already priced in. Crowded long positions everywhere. At such extremes volatility explodes. Operators will drive retailers crazy. #StockMarket #BudgetTrades #RetailInvestors #MarketOperators #budget2026 #defence https://twitter.com/i/web/status/2017831880234832008 https://twitter.com/i/web/status/2017831880234832008" [X Link](https://x.com/vanshpansari_/status/2017831880234832008) 2026-02-01T05:26Z [---] followers, [----] engagements "EXPECTATIONS 📢 Budget to focus on DEFENCE REALITY 📉 Nifty Defence -4% HAL -4% BEL -4% GRSE -5% Optimism was priced in much earlier. Budget day just triggered profit booking Markets dont care about narratives. #BudgetReality #DefenceStocks #HAL #BEL #GRSE #NiftyDefence #Markets https://twitter.com/i/web/status/2017853870760988915 https://twitter.com/i/web/status/2017853870760988915" [X Link](https://x.com/vanshpansari_/status/2017853870760988915) 2026-02-01T06:53Z [---] followers, [---] engagements "Bloodbath in Indian markets 🩸📉 Budget delivers nothing compelling to attract FIIs. No big reforms no global cues no fresh triggers risk-off mood dominates. #IndianMarkets #Budget2026 #FIIs #MarketCrash #DalalStreet #RiskOff" [X Link](https://x.com/vanshpansari_/status/2017856065057263932) 2026-02-01T07:02Z [---] followers, [---] engagements "As expected Defense stocks down 3-4% #budget2026 #defence Stay away from budget-theme stocks like HAL BEL BHEL. Too much optimism already priced in. Crowded long positions everywhere. At such extremes volatility explodes. Operators will drive retailers crazy. #StockMarket #BudgetTrades #RetailInvestors #MarketOperators Stay away from budget-theme stocks like HAL BEL BHEL. Too much optimism already priced in. Crowded long positions everywhere. At such extremes volatility explodes. Operators will drive retailers crazy. #StockMarket #BudgetTrades #RetailInvestors #MarketOperators" [X Link](https://x.com/vanshpansari_/status/2017863872812863715) 2026-02-01T07:33Z [---] followers, [---] engagements "Why #Nifty can drift towards [-----] post #Budget2026 STT hike on F&O dents trading sentiment Defence lacks any big-bang trigger PSU Banks correct as FII limit hopes fade FY27 capex below Street expectations Metals remain volatile amid weak global cues Jan GST numbers fail to excite Rupee stays under pressure USIndia trade deal overhang persists #Nifty50 #Markets #BudgetReaction #IndianMarkets #Sensex #FNO #Economy 🚨 Nifty View: Expecting a Dip to [-----] 📊 Every major Nifty rally when started from [---] moving average in the past has retested its 300-day moving average within a year a pattern" [X Link](https://x.com/vanshpansari_/status/2017885270075658668) 2026-02-01T08:58Z [---] followers, [---] engagements "Budget [----] Compiled and summarised #Budget2026 #Markets #Investing #STT" [X Link](https://x.com/vanshpansari_/status/2017980322575704567) 2026-02-01T15:16Z [---] followers, [---] engagements "What next for NIFTY [--] 📉➡📈 NIFTY has consistently bottomed near the 75-week moving average since Covid. With a gap-down opening likely tomorrow eyes on [-----] the 75-WMA zone. 👉 Any dip towards [-----] is a buying opportunity #NIFTY50 #Markets #TechnicalAnalysis #BuyTheDip #IndianMarkets https://twitter.com/i/web/status/2017985735505444962 https://twitter.com/i/web/status/2017985735505444962" [X Link](https://x.com/vanshpansari_/status/2017985735505444962) 2026-02-01T15:37Z [---] followers, [----] engagements "Sometimes life feels painfull No one to truly understand No one to really care. Responsibilities dont pause. They just pile up. Those are the toughest days. #Motivation #thoughts" [X Link](https://x.com/vanshpansari_/status/2018040635522167289) 2026-02-01T19:15Z [---] followers, [---] engagements "Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has helped in bottom formation Valuations are below the [--] year averages #SectorRotation #NiftyFMCG #IndianMarkets #StockMarketIndia #Investing #MarketCycles #TechnicalAnalysis https://twitter.com/i/web/status/2018499445713985848 https://twitter.com/i/web/status/2018499445713985848" [X Link](https://x.com/vanshpansari_/status/2018499445713985848) 2026-02-03T01:39Z [---] followers, [----] engagements "Sharp spike in HEG and Graphite India First EU now US #heg #graphitelectrodes #graphite USIndia Trade Deal: Quiet Winners Graphite Electrode space turns positive HEG & Graphite India are direct beneficiaries of this deal Both have meaningful exposure to the US market and were earlier absorbing reciprocal tariffs as passing them on to customers wasnt USIndia Trade Deal: Quiet Winners Graphite Electrode space turns positive HEG & Graphite India are direct beneficiaries of this deal Both have meaningful exposure to the US market and were earlier absorbing reciprocal tariffs as passing them on to" [X Link](https://x.com/vanshpansari_/status/2018573671988854954) 2026-02-03T06:34Z [---] followers, [---] engagements "Can go long on FMCG through ICICI Prudential Nifty FMCG ETF NSE SYMBOL : FMCGIETF #Nifty50 #Niftyfmcg Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has helped in bottom https://t.co/v16P9beklc Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the" [X Link](https://x.com/vanshpansari_/status/2018596896030556286) 2026-02-03T08:06Z [---] followers, [---] engagements "Well explained. Important to not look only at the greener side of the US trade deal. Ignore noise from news channels & social media. Apply your own logic. This trade deal is not everything for India. #USTradeDeal #IndiaEconomy #MacroView #ThinkIndependently #Markets #TradePolicy Just so that I don't misunderstand the trade deal: we have had exports of $ [--] BILLION to US imports of around [--] billion . Surplus of [--] billion dollars. Now we will still export the same but import $ [---] billion without duty right Even assuming this is over say [--] years Just so that I don't misunderstand the trade" [X Link](https://x.com/vanshpansari_/status/2018688360068575665) 2026-02-03T14:09Z [---] followers, [---] engagements "Short Silver at $87/oz Technical setup looks weak. [--] EMA at $88/oz acting as strong resistance. The bounce looks strong enough to initiate fresh shorts. #Silver #Commodities #TechnicalAnalysis #TradingView #ShortTrade #Metals #Markets" [X Link](https://x.com/vanshpansari_/status/2018730609473163404) 2026-02-03T16:57Z [---] followers, [----] engagements "Bloodbath in Indian IT tomorrow Infosys ADR -5% Wipro ADR -6% Cognizant -10% Gartner -25% US tech sell-off signals a weak opening for IT stocks in India #ITStocks #NiftyIT #Markets" [X Link](https://x.com/vanshpansari_/status/2018731289562788162) 2026-02-03T17:00Z [---] followers, [----] engagements "Called the silver short [--] hour ago. Silver down almost 5%. Process noise. #Silver #Trading #Commodities #PriceAction #RiskManagement #Markets Short Silver at $87/oz Technical setup looks weak. [--] EMA at $88/oz acting as strong resistance. The bounce looks strong enough to initiate fresh shorts. #Silver #Commodities #TechnicalAnalysis #TradingView #ShortTrade #Metals #Markets https://t.co/WJnOA1Bwx2 Short Silver at $87/oz Technical setup looks weak. [--] EMA at $88/oz acting as strong resistance. The bounce looks strong enough to initiate fresh shorts. #Silver #Commodities #TechnicalAnalysis" [X Link](https://x.com/vanshpansari_/status/2018755533164147110) 2026-02-03T18:36Z [---] followers, [---] engagements "True hedge thinking. Dont fight disruption emotionally hedge it financially. If AI fails your skills still pay. If AI wins your capital works for you. Adaptation resistance. #AI #IndianIt #NiftyIT If AI is taking away your job your investments should go to AI. This sounds contrary but think about it. 1) If AI fails: your job gets saved. You survive. 2) If AI booms & your job fails: your investments offset your job loss. If AI is taking away your job your investments should go to AI. This sounds contrary but think about it. 1) If AI fails: your job gets saved. You survive. 2) If AI booms &" [X Link](https://x.com/vanshpansari_/status/2018928350195261578) 2026-02-04T06:03Z [---] followers, [---] engagements "Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down 55% from highs 🔹 Gold down 15% from highs 🔹 Bitcoin down 78% from highs 🔹 Equities mostly stable #Bitcoin #Crypto #Markets #Liquidity #Gold #Silver #Stocks #Macro" [X Link](https://x.com/vanshpansari_/status/2019302195553006025) 2026-02-05T06:48Z [---] followers, [---] engagements "Motilal Oswal Nasdaq [---] ETF Interesting ETF to keep on watch Better to be with global leaders. Indian IT may or may not do well in the near term Tech giants like Meta can comfortably compound at 20%+ Motilal Nasdaq [---] ETF can be a proxy play on the IT / AI theme Sometimes the safer bet is the strongest player. 💪 #Nasdaq100 #MotilalOswal #TechStocks #AI #Investing #ITTheme https://twitter.com/i/web/status/2019305313611182505 https://twitter.com/i/web/status/2019305313611182505" [X Link](https://x.com/vanshpansari_/status/2019305313611182505) 2026-02-05T07:01Z [---] followers, [---] engagements "Bitcoin now trading at $67000 Massive fall in entire crypto ecosystem Massive wealth erosion across equities Commodoties and Cryptos for retail investors #Crypto #Bitcoin Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down 55% from highs 🔹 Gold down 15% from highs 🔹 Bitcoin down 78% from highs 🔹 Equities mostly stable #Bitcoin #Crypto #Markets #Liquidity #Gold #Silver #Stocks #Macro https://t.co/Q5RlV37sNc Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down 55% from highs 🔹 Gold down 15% from highs 🔹 Bitcoin" [X Link](https://x.com/vanshpansari_/status/2019441236738994415) 2026-02-05T16:01Z [---] followers, [---] engagements "Made an X post this morning Bitcoin expected to fall from $ [-----] to $65000 Boom : Bitcoin trading at $65000 No narratives. No noise. Just pure technicals playing out cleanly. #Bitcoin #BTC #Crypto #TechnicalAnalysis #Trading Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down 55% from highs 🔹 Gold down 15% from highs 🔹 Bitcoin down 78% from highs 🔹 Equities mostly stable #Bitcoin #Crypto #Markets #Liquidity #Gold #Silver #Stocks #Macro https://t.co/Q5RlV37sNc Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down" [X Link](https://x.com/vanshpansari_/status/2019500164290076879) 2026-02-05T19:55Z [---] followers, [---] engagements "ITC up 5%🔥 Tiger abhi zinda hai 🐯 #ITC #FMCG #NIFTY50 Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has helped in bottom https://t.co/v16P9beklc Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has" [X Link](https://x.com/vanshpansari_/status/2019656943955300769) 2026-02-06T06:18Z [---] followers, [---] engagements "Nifty FMCG up 2% This is just the beginning The best for consumption is yet to come Slight Inflation Picks Up-RBI Says Credit Growth Multi-Month High Rate Cut Benefits Coming-Income Tax and GST @Sharad9Dubey Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has helped in bottom https://t.co/v16P9beklc Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important" [X Link](https://x.com/vanshpansari_/status/2019695425327099951) 2026-02-06T08:51Z [---] followers, [---] engagements "PFCREC consolidation is a big positive PFC acquires [-----] percent in REC What it means One giant power financier Lower cost of funds No internal competition Stronger balance sheet Clear government backing #PFC #REC #PSU #PowerSector #IndiaInfra #Markets" [X Link](https://x.com/vanshpansari_/status/2019747618331525198) 2026-02-06T12:18Z [---] followers, [----] engagements "U.S.India Trade Deal (Quick Read) 🤝 Interim trade pact signed; full BTA talks ongoing India cuts tariffs on U.S. industrial goods agri food wine & oils U.S. keeps 18% tariff for now relief later likely for textiles leather chemicals pharma gems & aircraft parts Strong push on tech GPUs data centers & digital trade India to buy $500B of U.S. energy aircraft & tech in [--] years #IndiaUS #TradeDeal #Tariffs #Pharma #Textiles #Technology" [X Link](https://x.com/vanshpansari_/status/2019965943640916148) 2026-02-07T02:46Z [---] followers, [---] engagements "Thought remains the same. Huge gap-ups are not sustainable. Nifty likely to decline and fill these gaps again within a week. #Nifty #StockMarket #IndianMarkets #TradingView #MarketOutlook Nifty up [---] points Close all long positions Convert small/microcaps into ETFs The worst is not over yet. Such big gap ups don't sustain #nifty50 #indianmarkets #microcaps #smallcaps #midcaps https://t.co/yzxQnlnmfr Nifty up [---] points Close all long positions Convert small/microcaps into ETFs The worst is not over yet. Such big gap ups don't sustain #nifty50 #indianmarkets #microcaps #smallcaps #midcaps" [X Link](https://x.com/vanshpansari_/status/2020703006438883697) 2026-02-09T03:35Z [---] followers, [---] engagements "@ankit_investing Retail money is piling into precious metals that usually happens near the top not the bottom. Silver already up 161% YoY Gold up 76% YoY Riskreward no longer favors Gold & Silver. One might have limited downside by staying away" [X Link](https://x.com/vanshpansari_/status/2021180034103332990) 2026-02-10T11:10Z [---] followers, [----] engagements "Titan Ltd Strong Q3 FY26 performance Revenue Rs [-----] Cr up 40% YoY PAT Rs [----] Cr up 61% YoY Jewellery remains the key driver with 42% growth Watches up [--] percent EyeCare up [--] percent Damas UAE acquisition of [--] percent completed post quarter FY26 expected EPS around Rs [--] At 80x PE fair value works out to Rs [----] Consistent execution by a quality compounder #Titan #TitanCompany #IndianStocks #QualityStocks https://twitter.com/i/web/status/2021228141495320685 https://twitter.com/i/web/status/2021228141495320685" [X Link](https://x.com/vanshpansari_/status/2021228141495320685) 2026-02-10T14:21Z [---] followers, [---] engagements "@Indianequities1 You will see this Tommorow morning on news channels" [X Link](https://x.com/vanshpansari_/status/2021272373874266572) 2026-02-10T17:17Z [---] followers, [--] engagements "Dont start again with data centres and EV demand narratives Silver is up [--] percent But where did those same strong reasons go when it crashed from $120 Stories stay bullish at the top Silence takes over at the bottom Commodity moves are driven more by liquidity and positioning than headlines #Silver #Commodities #MarketCycles #Investing https://twitter.com/i/web/status/2021581658068271206 https://twitter.com/i/web/status/2021581658068271206" [X Link](https://x.com/vanshpansari_/status/2021581658068271206) 2026-02-11T13:46Z [---] followers, [---] engagements "Nifty view Positive Nifty has respected this trendline support [--] times now marking a strong bottom each time In next [--] months after previous touches Nifty delivered average returns of around 20%. Even if we assume a conservative upside of 15% Target on Nifty comes around [-----] within the next [--] months Every meaningful dip looks like a solid buying opportunity. Note: Nifty at 22.7x is not exactly undervalued. Time to go heavier on ETFs like: Mirae Asset Nifty [---] Alpha [--] ETF Rs [--] SBI ETF Nifty Next [--] Rs [---] Mirae Asset Nifty Smallcap [---] Momentum [---] ETF Rs [-----] #Nifty #Nifty50" [X Link](https://x.com/vanshpansari_/status/2021621053873918041) 2026-02-11T16:23Z [---] followers, [----] engagements "Negative for Hindalco Novelis update Expecting minimum 5% gapdown tommorow Earlier free cash flow impact was guided at $550650 million now revised sharply higher to $1.31.6 billion Oswego plant restart timeline pushed to post late Q2 CY26 delaying recovery visibility Cash flow hit translates to roughly Rs [-----] crore with 7080% insurance recoverable Even after insurance net impact on the higher side could still be around Rs [----] crore #Hindalco #Novelis #OswegoPlant #StockMarketIndia #EarningsImpact #FreeCashFlow #MetalStocks https://twitter.com/i/web/status/2021623261986218484" [X Link](https://x.com/vanshpansari_/status/2021623261986218484) 2026-02-11T16:32Z [---] followers, [----] engagements "Every night routine these days Check global markets Spot some negative news on IT Infosys ADR down 4% Wipro ADR down 4% US weakness = Morning pressure for IT pack Stay cautious. Global cues matter. #StockMarket #ITStocks #Infosys #Wipro #GlobalMarkets #Nifty50" [X Link](https://x.com/vanshpansari_/status/2021645471819948158) 2026-02-11T18:00Z [---] followers, [----] engagements "Infosys ADR down 4% Wipro ADR down 3% #Infosys #Wipro #IT Every night routine these days Check global markets Spot some negative news on IT Infosys ADR down 4% Wipro ADR down 4% US weakness = Morning pressure for IT pack Stay cautious. Global cues matter. #StockMarket #ITStocks #Infosys #Wipro #GlobalMarkets #Nifty50 https://t.co/NrE6AwCePx Every night routine these days Check global markets Spot some negative news on IT Infosys ADR down 4% Wipro ADR down 4% US weakness = Morning pressure for IT pack Stay cautious. Global cues matter. #StockMarket #ITStocks #Infosys #Wipro #GlobalMarkets" [X Link](https://x.com/vanshpansari_/status/2021965689301741787) 2026-02-12T15:12Z [---] followers, [---] engagements "Bajaj Holdings CMP Rs [-----] A classic Nifty Next [--] compounder. Every 1520% correction over the last [--] years (ex-Covid) has historically been a buyable dip. Stock clearly trades in a channel Every time stock has hit the lower end of channel Stock has delivered minimum gains of 30% in next 3-4 months #BajajHoldings #NiftyNext50 #StockMarketIndia #BuyTheDip #TechnicalAnalysis #ChannelBreakout #WealthCreation #IndianMarkets https://twitter.com/i/web/status/2021978608513036609 https://twitter.com/i/web/status/2021978608513036609" [X Link](https://x.com/vanshpansari_/status/2021978608513036609) 2026-02-12T16:04Z [---] followers, [---] engagements "Just posted yesterday 👇 Silver facing strong resistance at $87 Looks favourable for short. Boom 💥 Silver now trading at $75 Thats a 14% downside covered in just [--] day. Charts dont lie. 🔥 #Silver #Commodities #Trading #TechnicalAnalysis #ShortTrade Silver facing strong resistance at 87$ [--] Day Moving Average acting as ceiling Decent bounce already played out Risk reward favouring shorts here Watch for rejection near 87$ zone Spot silver at $85/Oz #Silver #Commodities #Trading #TechnicalAnalysis https://t.co/oZZeiAkeyR Silver facing strong resistance at 87$ [--] Day Moving Average acting as" [X Link](https://x.com/vanshpansari_/status/2021991357351702939) 2026-02-12T16:54Z [---] followers, [---] engagements "Sharp fall in Gold prices Within just [--] hour Gold made a low of $4878 From levels of $5070 Thats a fall of roughly 3.8% from the peak. #Gold #preciousmetals #Commodoties This looks like a dead cat bounce in Gold. Gold trading at $5070/oz Smart money uses the bounce. Retail celebrates it. No retail investor wants to sell gold at current levels of $5070. Once price prints a big high ($5598) the mind refuses to accept lower levels. And that https://t.co/uw6WkEsThJ This looks like a dead cat bounce in Gold. Gold trading at $5070/oz Smart money uses the bounce. Retail celebrates it. No retail" [X Link](https://x.com/vanshpansari_/status/2021992388215149022) 2026-02-12T16:58Z [---] followers, [---] engagements "2 machli paani mei gayi Chappak 💦 🐟 Wipro 🐟 Infosys ADRs slipping 49% Nasdaq pressure means again a gapdown on Nifty IT tommorow #TechStocks #ADR #MarketUpdate #IndianMarkets" [X Link](https://x.com/vanshpansari_/status/2022024421524013103) 2026-02-12T19:06Z [---] followers, [---] engagements "Infosys hardly gave 5% return in last [--] years With Tommorow's gapdown it will lose this 5% as well Massive test of patience With No rewards till date #Infosys #NiftyIT #AI" [X Link](https://x.com/vanshpansari_/status/2022026077049434570) 2026-02-12T19:12Z [---] followers, [---] engagements "I guess I was able to predict the downside before the market reacted #Hindalco #HindalcoIndustries #Metals #MetalStocks #Aluminium #Copper Negative for Hindalco Novelis update Expecting minimum 5% gapdown tommorow Earlier free cash flow impact was guided at $550650 million now revised sharply higher to $1.31.6 billion Oswego plant restart timeline pushed to post late Q2 CY26 delaying recovery visibility https://t.co/WejoHByKB9 Negative for Hindalco Novelis update Expecting minimum 5% gapdown tommorow Earlier free cash flow impact was guided at $550650 million now revised sharply higher to" [X Link](https://x.com/vanshpansari_/status/2022153849835081829) 2026-02-13T03:40Z [---] followers, [---] engagements "Biggest monthly fall for Infosys since covid Infosys down over 20% this month so far. #Infosys #indianit #software #Ai Infosys hardly gave 5% return in last [--] years With Tommorow's gapdown it will lose this 5% as well Massive test of patience With No rewards till date #Infosys #NiftyIT #AI https://t.co/UtGLZRUtYX Infosys hardly gave 5% return in last [--] years With Tommorow's gapdown it will lose this 5% as well Massive test of patience With No rewards till date #Infosys #NiftyIT #AI https://t.co/UtGLZRUtYX" [X Link](https://x.com/vanshpansari_/status/2022159730697994598) 2026-02-13T04:03Z [---] followers, [---] engagements "Silver ETFs down over 6% #silver #Commodoties #preciousmetals #Etfs" [X Link](https://x.com/vanshpansari_/status/2022160539716399578) 2026-02-13T04:06Z [---] followers, [---] engagements "Expecting [-----] levels on Nifty in next week Trump tantrums to lead the fall Its a Weekend. #Nifty50 #Indianmarkets #Sensex Since the big gap up on trade deal news Have reiterated to close long positions. Such huge gaps rarely sustain. #Nifty50 #Indianmarkets https://t.co/JfOa9jPyGr Since the big gap up on trade deal news Have reiterated to close long positions. Such huge gaps rarely sustain. #Nifty50 #Indianmarkets https://t.co/JfOa9jPyGr" [X Link](https://x.com/anyuser/status/2022250000311619707) 2026-02-13T10:02Z [---] followers, [---] engagements "Jamna Auto up 30% since this. #Jamnaauto #Niftyauto #autoancillary Jamna Auto Co is targeting Ra [----] crore revenue nearly 2X of FY25 In next [--] years Assuming 8% historical Net Profit margin FY30 PAT will be Rs [---] Cr Implied FY30E P/E will be 12x vs 27x currently #jamnaauto #stockstowatch Jamna Auto Co is targeting Ra [----] crore revenue nearly 2X of FY25 In next [--] years Assuming 8% historical Net Profit margin FY30 PAT will be Rs [---] Cr Implied FY30E P/E will be 12x vs 27x currently #jamnaauto #stockstowatch" [X Link](https://x.com/vanshpansari_/status/2023259343341457597) 2026-02-16T04:53Z [---] followers, [---] engagements "Hospitals 🏥 Long-term Theme Fortis Apollo Max Healthcare Among the most resilient sectors in India Structural margin expansion still ahead High entry barriers make the model hard to replicate Even global players or AI pose limited disruption risk Over a decade this can be a solid wealth-creation space Valuations however remain the key risk However Apollo and Max are trading below their [--] year average valuations Technical comfort: all stocks are trading around/below [---] EMA #Hospitals #LongTermTheme #IndianHealthcare #ApolloHospitals #MaxHealthcare #Fortis" [X Link](https://x.com/vanshpansari_/status/2011432690164420769) 2026-01-14T13:38Z [---] followers, [---] engagements "Emkay on HEG Maintain Buy with TP of Rs [---] Strong Q3 numbers Margins expand sharply despite weak industry pricing. Hydel income provides an added earnings boost. Graphite electrode cycle appears near the bottom. Profits surge on better cost control and efficiency. #HEG #Q3Results #StockMarket #CyclicalStocks #IndianMarkets https://twitter.com/i/web/status/2021233647639199873 https://twitter.com/i/web/status/2021233647639199873" [X Link](https://x.com/vanshpansari_/status/2021233647639199873) 2026-02-10T14:43Z [---] followers, [----] engagements "Interesting Bulk Deals to Track 👀 Rama Steel Tubes: Shankar Sharma exits [--] crore shares at Rs [----] Restaurant Brands Asia MIT (Massachusetts Institute of Technology) sells [----] crore shares at Rs [-----] Tourism Finance Corp: Ekta Halwasiya buys [--] lakh shares at Rs [-----] Big names trimming exposure selective buying continues #BulkDeals #SmartMoney #IndianMarkets #StocksToWatch #nseindia https://twitter.com/i/web/status/2013987843811782822 https://twitter.com/i/web/status/2013987843811782822" [X Link](https://x.com/vanshpansari_/status/2013987843811782822) 2026-01-21T14:51Z [---] followers, [---] engagements "This looks like a dead cat bounce in Gold. Gold trading at $5070/oz Smart money uses the bounce. Retail celebrates it. No retail investor wants to sell gold at current levels of $5070. Once price prints a big high ($5598) the mind refuses to accept lower levels. And that psychology Is exactly how gains get wiped out. #Gold #Commodities #DeadCatBounce #TradingPsychology #Markets https://twitter.com/i/web/status/2021972148718641592 https://twitter.com/i/web/status/2021972148718641592" [X Link](https://x.com/vanshpansari_/status/2021972148718641592) 2026-02-12T15:38Z [---] followers, [----] engagements "Happiest Minds IPO Price: Rs [---] Listed at: Rs [---] Made high of Rs [----] in [--] year post listing [--] years later: Back near IPO price #HappiestMinds #StockMarket #IPO #Investing #MarketLessons" [X Link](https://x.com/anyuser/status/2022197336630517788) 2026-02-13T06:33Z [---] followers, [---] engagements "Infosys ADR up 5% Wipro ADR up 2% #NiftyIT #Infosys #Wipro @GhaiJasmeetS @Reematendulkar" [X Link](https://x.com/anyuser/status/2022322727877849112) 2026-02-13T14:51Z [---] followers, [---] engagements "Happiest Minds [---] 🚀 Happiest Minds is going all-in on AI: AI team set to double to 1000+people by FY27 Targeting $50M+ GenAI revenue over next [--] years FY26 exit run-rate seen around $8M in GenAI From digital play to AI-first narrative Execution will be key factor to watch #HappiestMinds #AI #GenAI #ITStocks #DigitalTransformation Happiest Minds IPO Price: Rs [---] Listed at: Rs [---] Made high of Rs [----] in [--] year post listing [--] years later: Back near IPO price #HappiestMinds #StockMarket #IPO #Investing #MarketLessons https://t.co/ra5dkOYpf3 Happiest Minds IPO Price: Rs [---] Listed at: Rs 351" [X Link](https://x.com/anyuser/status/2022557284631445691) 2026-02-14T06:23Z [---] followers, [---] engagements "Current scenario There is still some room for the ratio to decline slightly meaning gold may have some upside and Nifty may have some downside But importantly The ratio is already very close to bottom levels 👉 Medium term view: Better to sell gold and accumulate Nifty" [X Link](https://x.com/vanshpansari_/status/2022899801013076279) 2026-02-15T05:04Z [---] followers, [--] engagements "What history tells us [----] Ratio bottomed in Aug [----] That is when gold made a major TOP And Nifty formed a BOTTOM [----] Ratio was at TOP levels After that Gold rallied strongly And Nifty saw a sharp crash" [X Link](https://x.com/anyuser/status/2022899981766766865) 2026-02-15T05:05Z [---] followers, [---] engagements "Simple takeaway Top of ratio Gold leadership Bottom of ratio Nifty leadership And right now we are near bottom territory" [X Link](https://x.com/anyuser/status/2022900046824640952) 2026-02-15T05:05Z [---] followers, [--] engagements "Nifty Realty Negative The worst is not over. Past [--] weeks look like just a dead cat bounce. Expecting 1517% downside in the near term. Stay cautious. #NiftyRealty #Markets #RealEstate #TechnicalAnalysis" [X Link](https://x.com/anyuser/status/2022681594629361708) 2026-02-14T14:37Z [---] followers, [---] engagements "Banks & NBFCs (The top looks in place) Strong resistance near the upper band of the long-term trendline. Risk-reward no longer favourable here. Expecting a sharp correction across the Banking & NBFC space going ahead. #Markets #BankNifty #NBFC #TechnicalAnalysis" [X Link](https://x.com/anyuser/status/2022675385717264891) 2026-02-14T14:12Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@vanshpansari_ VANSH PANSARI
VANSH PANSARI posts on X about strong, india, silver, gold the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +83%
- [--] Month [------] +500%
Mentions: [--] #
Followers: [-------] #
- [--] Week [---] +34%
- [--] Month [---] +115%
CreatorRank: [---------] #
Social Influence
Social category influence finance countries stocks cryptocurrencies currencies technology brands exchanges travel destinations social networks ncaa football
Social topic influence strong, india, silver, gold, stocks, commodities #318, $6753t #1700, longterm #459, finance, ipo #604
Top accounts mentioned or mentioned by @ashish4vedi @indianequities1 @ghaijasmeets @reematendulkar @gdorababu @anujsinghal @chandrarsrikant @shereenbhan @marossefcovic @parikshitl @cnbctv18news @cnbctv18live @sharad9dubey @ankitinvesting @captveeresh @cavaibhav96
Top assets mentioned Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"🚨 Sunteck Realty: Big Moves Ahead 🏗 📈 Return potential: +55% (based on consensus TP) 🏢 Plans to launch projects worth Rs 110B GDV in next [--] quarters (FY26) 💰 Guided 20% YoY growth in collections for FY26 🌍 Strong backing FII holding 19.4% DII holding 7.5% (Q1FY26) #StockMarket #RealEstate #SunteckRealty"
X Link 2025-09-04T12:29Z [--] followers, [---] engagements
"📊 Mahindra Finance (MMFSL) PAT grew from [----] Cr (2018) [----] Cr (2025) yet stock gave [--] returns since [----] 🤔 Q1 FY26: AUM +15% PAT [---] Cr (+3%) NIMs bottomed out ✅ 🚜 Tractor disbursements +21% YoY rural cashflows driving growth Diversification on track: SME (LAP focus) Mortgage arm now PAT positive ✨ With Modi 3.0s rural + infra push MMFSL could finally break its 7-yr stagnation #MahindraFinance #RuralIndia #NBFC #GrowthStory #StockMarket #Modi3_0 #WealthCreation"
X Link 2025-09-20T06:20Z [--] followers, [--] engagements
"Banking Q2FY26 Results Tomorrow What to Expect HDFC Bank NIMs likely down QoQ EBLR repricing pressure 📉 Growth: business banking gold auto PL/CC 🚀 Credit cost lower Key: loan growth & NIM bottoming #HDFCBank #BankEarnings IndusInd Bank Margins may surprise positively ✨ Credit cost 2.4% possible one-off provisioning Corporate banking revival 💼 Core fees up modestly MFI asset quality key #IndusIndBank #BankingUpdate ICICI Bank Stable asset quality ✅ NIMs may surprise on growth & CASA 💹 No treasury gains RoA pressure Opex impacted by festive spend & PSLC Loan growth key #ICICIBank"
X Link 2025-10-17T05:35Z [--] followers, [---] engagements
"Why Aluminium Stocks Are Surging 🔥⚙ Aluminum at $2865/t LME Aluminium up 8% in 1M Alcoa +12% overnight global aluminium giant CEO says current prices + Midwest premiums offset tariff impact Rate cut hopes & supportive macro boosting non-ferrous sentiment #Aluminium #MetalsRally #Commodities #Alcoa #LME #Markets #Macro"
X Link 2025-10-24T09:02Z [--] followers, [--] engagements
"Kotak Bank Q2FY26 Preview 🔍💼 MFI stress likely peaked in Q1; credit costs may ease PL credit cost trajectory improving; credit card losses to cool from Q3 Slight NIM dip expected Lower SA rates + lesser reliance on wholesale TD to aid funding costs Growth led by secured segments Home Loans SME & Agri 🚀 #KotakBank #Banking #EarningsPreview #Q2FY26 #Financials #StockMarket"
X Link 2025-10-24T09:03Z [--] followers, [---] engagements
"Positive for Tata Steel ⚙🔥 European steelmakers are eyeing a 100/tonne price hike a major tailwind for Tata Steel Europe. Recent move: 🏗 ArcelorMittal hikes HRC prices Dec deliveries: 630/t (+3.3%) Jan deliveries: 650/t (+6.5%) With safeguard duties raised to 50% higher steel prices could boost margins for Tata Steels EU arm. #TataSteel #Steel #ArcelorMittal #CommodityUpdate #MetalStocks #Europe #HRC #NiftyMetals"
X Link 2025-10-24T09:45Z [--] followers, [--] engagements
"🚀 Kotak Mahindra Bank Q2FY26 Highlights 📉 NIMs dip on lower yields & slippage reversals 💰 Other income down offset by lower opex & provisions 📈 Advances growth led by BB SME HL & corporate ⚖ Fresh slippages fall; credit cost eases (CC & MFI) 🏦 CoF down; H2 to gain from deposit repricing & CRR cut 📊 NIMs set to expand over next [--] quarters 💳 PL credit cost to decline; MFI outlook positive 🚚 Retail CV segment remains stressed #KotakMahindraBank #Q2FY26 #BankingUpdate #NIM #CreditCost #AdvancesGrowth"
X Link 2025-10-26T10:14Z [--] followers, [---] engagements
"SAIL 🚀 Up 6% ahead of Q2FY26 results (post-market) 🔔 🔹 Higher volumes may offset softer steel realizations 🔹 Realizations maybe lower due to seasonal price cuts 🔹 Volume boost expected from NMDC trading 🔹 EBITDA maybe dragged by lower steel prices; partly supported by stable coking coal prices 📊 Q2FY26 Preview (Cons) Revenue 2.5% to [-----] Cr EBITDA 18.6% to [----] Cr Margins [---] bps to 8.9% Net Profit to [---] Cr vs [---] Cr #SAIL #SteelSector #Q2Results #EarningsPreview #PSU #Commodities #IndiaMarkets"
X Link 2025-10-29T06:38Z [--] followers, [---] engagements
"💥 Vedanta Q2FY26 Preview Results Tomorrow EBITDA may rise powered by stronger aluminium & zinc realizations ⚙ Margins to expand as softer alumina prices ease cost pressures 💨 Higher production cost & weak Oil & Gas may temper gains ⛽ 👀 Key watch: demerger update debt roadmap & FY26 guidance. #Vedanta #EarningsSeason #Q2FY26 #Metals"
X Link 2025-10-30T14:29Z [--] followers, [---] engagements
"🏦 Bandhan Bank Q2FY26 Concall Highlights Q2 performance below internal expectations 📉 NIM pressure persists; deposit repricing underway to aid margins 💰 EEB book down 2% QoQ but recovery expected from Q3 🔄 CASA ratio improves to 28% with strong retail momentum 🏦 Asset quality stable; SMA trends improving credit cost down ✅ Capital position remains strong 💪 #BandhanBank #Q2FY26 #EarningsSeason"
X Link 2025-10-30T14:32Z [--] followers, [---] engagements
"LENSKART ANCHOR BOOK 💥 Lenskart allocates [----] cr shares to anchors at 402/share Total proceeds [----] cr Finalized Oct [--] [--] Top anchors: New World Fund Inc T. Rowe Price International Govt of Singapore Top allocations: 🟢 New World Fund Inc [-------] cr (3.82%) 🟢 T. Rowe Price Intl Discovery [-------] cr (3.11%) 🟢 Govt of Singapore [------] cr (2.97%) Participants: HDFC MF ICICI Pru Kotak Axis Aditya Birla SL Mirae DSP WhiteOak #LenskartIPO #Anchors #Markets"
X Link 2025-10-31T01:12Z [--] followers, [--] engagements
"NALCO Q2FY26 EBITDA boosted by lower costs & higher alumina sales. Highest-ever alumina sales in H1FY26. Aluminum segment lifted by strong global prices & steady domestic demand. Q2 (Cons QoQ): Revenue 12.8% to [----] Cr EBITDA 29.5% to [----] Cr Margin 45% (vs 39.2%) Net Profit 36.2% to [----] Cr #NALCO #Q2FY26 #Earnings #Commodities #Aluminium"
X Link 2025-11-09T18:20Z [--] followers, [--] engagements
"TATA STEEL Q2FY26 PREVIEW 🔍 What to Expect Improved operating performance in India & Europe Netherlands aided by lower coking coal & iron ore prices Strong India ops higher volumes to offset softer realizations Q2FY26 Estimates (ConsQoQ) Revenue 5% to [-----] Cr EBITDA 10% to [----] Cr Margins to 14.6% Net profit 36.5% to [----] Cr Key monitors Steel realizations & cost guidance FY26 volume guidance Expansion project updates #TataSteel #Q2Results #EarningsPreview #SteelSector"
X Link 2025-11-11T11:45Z [--] followers, [--] engagements
"BSE Q2 Key Takeaways 📈 Strong numbers with robust growth across all fronts Highest-ever quarterly revenue & profit Transaction charge revenue up 7% QoQ Avg daily lots surged to 100mn vs 82mn QoQ Momentum continues 🚀 #BSE #Earnings #Markets #StockMarketIndia #Q2Results"
X Link 2025-11-11T13:30Z [--] followers, [---] engagements
"TATA STEEL Q2FY26 Thumbs Up Strong numbers across the board Revenue boosted by higher deliveries in India & Netherlands EBITDA aided by higher volumes in India Lower India realizations partly offset by falling coking coal costs Europe EBITDA breaks even for 2nd straightQ"
X Link 2025-11-12T13:52Z [--] followers, [---] engagements
"VEDANTA WILL PATIENCE BE REWARDED 📝 NCLT reserves order on demerger ✅ MoPNG has no major objection 🏦 [--] banks release charges; oil & gas assets free 💰 Vedanta offers guarantee on future liabilities 📅 Demerger expected by FY26-end #Vedanta #Demerger #Stocks"
X Link 2025-11-12T13:53Z [--] followers, [---] engagements
"Bitcoin at 7-Month Low Down 32% from all-time high. Down 20% since start of November. [----] rally wiped out. Only the second negative October in [--] years. In [----] October fell 4% and November dropped 37%. In [----] October was -4% and November is already -20%. Decline driven by fewer expected Fed rate cuts ETF redemptions and new investors exiting. #Bitcoin #Crypto #BTC"
X Link 2025-11-24T15:56Z [--] followers, [--] engagements
"📌 Aptus Value Housing CMP Rs [---] Technical setup turning bullish Management guides AUM to Rs [-----] cr in [--] yrs vs Rs [-----] cr in Q2 FY26 Strong demand outlook in affordable housing finance Consensus: [--] analysts remain positive Return potential suggests 41% upside #AptusValueHousing #HousingFinance #Markets #TechnicalAnalysis #SmallCaps https://twitter.com/i/web/status/1993333411180953679 https://twitter.com/i/web/status/1993333411180953679"
X Link 2025-11-25T14:58Z [---] followers, [---] engagements
"ENTIRE METAL PACK IN FOCUS Ferrous: Tata Steel JSW Steel SAIL in action safeguard-duty call awaited Beijing mulling fresh property easing. US dollar weakening; China-US trade mood improving. Non-Ferrous: Vedanta NALCO Hindalco in focus Aluminium up 5% in 3M 13% in 6M Rare Earth: GMDC active on rare-earth magnet scheme buzz. Large-scale REE output targeted for FY28. #Metals #Steel #Aluminium #Copper #RareEarths #Commodities #GMDC #HindCopper #TataSteel #JSWSteel #Hindalco #MarketUpdates"
X Link 2025-11-26T08:05Z [--] followers, [---] engagements
"Hind Zinc and Vedanta in focus Silver: High In the Sky Silver has surged sharply: Up 37% in the last [--] months Up 62% in the last [--] months Up 78% in the past [--] year What does this mean for Hindustan Zinc and Vedanta Hindustan Zinc: Silver prices hit record highs Silver forms 2025% of revenue and 3540% of EBITDA Every USD 1/oz change in silver impacts EBITDA by nearly 1% Vedanta: Parent company of Hindustan Zinc Holds a 61.84% stake as of Q2FY26 HZL contributes 40% of Vedantas EBITDA Vedanta becomes an indirect beneficiary of the silver rally #HindZinc #Vedanta #SilverPrices #Commodities"
X Link 2025-11-28T08:36Z [--] followers, [---] engagements
"Bajaj Holdings CMP Rs [-----] A classic Nifty Next [--] compounder. Company operates primarily as a long-term Investment Company with strategic investment in Bajaj group companies. Every 1520% correction over the last [--] years (ex-Covid) has historically been a buyable dip. Currently down 22% from recent highs worth a closer look. #BajajHoldings #NiftyNext50 #MarketCorrections #LongTermInvesting #ValueHunting #IndianEquities #BuyTheDip #WealthCreation #EquityInsights #MarketMonitor"
X Link 2025-11-29T11:28Z [--] followers, [---] engagements
"📉Is the silver rally ending Historically over the last [--] years monthly RSI above [--] has marked silver tops: [----] -24% in [--] month [----] -30% in [--] months [----] -30% in [--] months ⚠ Could we be looking at another silver crash soon #Silver #Commodities #MarketTrends #TechnicalAnalysis #PreciousMetals"
X Link 2025-12-01T09:08Z [--] followers, [---] engagements
"ICICI AMC VS SBI AMC 1/Two industry giants are preparing for public market entry via IPOs. 2/ ICICI Prudential AMC moves first SEBI approval secured for a Rs [-----] Cr IPO. 3/ SBI AMC IPO exploration underway 4/ Short-term vs long-term performance SBI AMC shows marginal short-term outperformance. ICICI AMC leads decisively over longer horizons. 5/ Implied valuation gap ICICI AMC estimated at 85k100k Cr. SBI AMC estimated higher at 130k139k Cr. 7/ Profitability spread clearly favours ICICI AMC ICICI AMC leads on revenue bps operating profit bps and net profit bps. 8/ IPO readiness status ICICI"
X Link 2025-12-02T12:17Z [--] followers, [---] engagements
"JSW Steel announces a decisive value-unlocking move. Sells 50% of BPSL to JFE Steel for Rs157bn cash Deal pegs BPSL at a robust Rs530bn EV ahead of expectations Transaction delivers Rs370bn deleveraging for JSTL Restructuring removes the multi-year BPSL overhang JFEs premium entry reinforces confidence in BPSL asset quality #JSWSteel #BPSL #SteelSector #Markets #IndiaEquities"
X Link 2025-12-03T17:52Z [--] followers, [--] engagements
"* IndiGo revises Q3 FY26 guidance after operational disruptions * Around [----] flights cancelled in first week of December * DGCA directs IndiGo to cut domestic winter schedule by 10% * Capacity growth revised to high single to early double digits * Passenger unit revenues to see mid-single digit moderation * Revenue loss and extra costs incurred for passenger support * Impact on Q4 FY26 and FY26 guidance to be shared later #Indigo #AviationNews #Airlines"
X Link 2025-12-10T16:31Z [--] followers, [--] engagements
"Tata Steel charts aggressive expansion path in India Acquires 50.01% stake in Thriveni Pellets for [---] Cr Move secures pellet facility for Tata Steel India; Lloyd Metals holds remaining 49.99% Signs MoU with Lloyd Metals for partnership in mining & logistics Plan includes new [--] MTPA steel plant to be built in two phases Collaboration to support Lloyds ongoing integrated steel projects Approves [---] MTPA expansion at Neelachal Ispat Nigam Expansion to strengthen long-products portfolio #TataSteel #SteelSector #CorporateNews"
X Link 2025-12-10T16:47Z [--] followers, [--] engagements
"ICICI Prudential AMC finalises anchor book at Rs 2165/share [---] Cr shares allocated to anchors worth Rs [----] Cr(approx) Major anchors include LIC Capital Group Govt. of Singapore HDFC schemes LIC gets the largest single chunk at 5.63% of anchor portion HDFC MF schemes corner a significant domestic allocation Big global allocations to Capital Group Govt. of Singapore Aranda Zulia investments #ICICIPrudentialAMC #IPO #Markets #Investing #AnchorInvestors #DalalStreet #EquityMarkets"
X Link 2025-12-11T17:16Z [--] followers, [---] engagements
"🚨 Gold RSI Alert Monthly RSI at [-----] last time it crossed [--] was in [----]. Back then gold crashed 55% from its highs in the next [--] months. Super overbought now. #Gold #Commodities #Trading #Macro"
X Link 2025-12-15T06:37Z [--] followers, [--] engagements
"Why is the Rupee Falling Strong US dollar Rising US bond yields Heavy FPI outflows Trade deal uncertainty Global risk-off mood Yen carry trade unwind Limited RBI intervention Simple macro pressure not just domestic weakness. #Rupee #INR #CurrencyMarkets #FX #India #Macro #GlobalMarkets #Dollar #EmergingMarkets"
X Link 2025-12-16T13:15Z [--] followers, [--] engagements
"Vedanta Demerger Key Differences Vertical split not a simple carve-out Each business to be independently listed Vedanta Ltd wont hold stakes in new entities Parent Vedanta Global Resources to own stakes directly Debt: Bulk with Aluminium business Balance split across Vedanta Ltd + others #Vedanta #Demerger #IndianMarkets #CorporateActions"
X Link 2025-12-17T10:35Z [--] followers, [--] engagements
"Metals Snapshot: Steel vs Aluminium Steel margins under pressure. HRC prices down raw costs up. China steel output easing aluminium capped. Global steel supply remains high. Aluminium more stable steel remains volatile. #Metals #Steel #Aluminium #China #IndianMarkets #Commodities"
X Link 2025-12-17T10:50Z [--] followers, [--] engagements
"Vedanta Bull vs Bear 🐂🐻 Bull: NCLT approves demerger plan Bear: Debt at [-----] Cr (FY25) Bull: Kotak Securities hikes TP to [---] Bear: 100% promoter pledge 12% exit (Jun23Sep24) Bull: Stock up 27% YTD Bear: Retail investors jump to 21L from 7L in [--] yrs Bull: Commodity tailwinds to lift earnings Bear: Book value declined sharply in [--] years #Vedanta #BullVsBear #IndianStocks #StockMarket #Investing"
X Link 2025-12-18T04:39Z [--] followers, [--] engagements
"🚨 Steel Sector Alert India imposes Anti-Dumping Duty on CRNO steel imports from China for [--] years. ✅ Positive for Tata Steel JSW Steel SAIL 📌 Duty: $223.82/ton Wuhan Baosteel Zhanjiang Baoshan $414.92/ton Other Chinese exporters #Steel #CRNO #IndiaEconomy #AntiDumpingDuty"
X Link 2025-12-19T01:52Z [--] followers, [--] engagements
"Motilal oswal on Metals Ferrous prices remain under pressure as [---] day provisional safeguard duty lapses China vs India steel price gap narrows to 3% vs 12% earlier Nov25 steel imports drop 15% MoM Decline driven by - lower domestic steel prices - Anti-dumping duty on HRC from Vietnam and electrical steel from China. Nov25 steel exports also jumped 15% MoM Expect Chinese Steel demand to be weak as buyers await new Chinese export licenses from Jan26. Expect Steel prices to have bottomed out recovery likely but upside capped by trade norms and Inventory Premium hard-coking coal prices up 3%"
X Link 2025-12-19T16:27Z [--] followers, [---] engagements
"Emkay on Shriram Finance Reiterates BUY with a revised target price of Rs [----]. MUFG infusion is a major balance sheet booster and significantly strengthens capital position. Tier [--] capital is expected to rise sharply to nearly [--] percent Strong potential for a rating upgrade which can reduce borrowing costs. Lower cost of funds and strong capital base can accelerate growth across segments. The MUFG partnership enhances credibility business capability and strategic positioning. long term possibility of Shriram Finance transitioning into a bank. #ShriramFinance #NBFC #Banking #Markets"
X Link 2025-12-20T10:31Z [--] followers, [---] engagements
"Metals & Gold Loan NBFCs Shine Amid Price Surge ✅ Hindustan Zinc up 33% in past [--] month ✅ Silver prices surge 34% in same period 📊 $1/oz move in silver = 1% EBITDA sensitivity for HZ Muthoot finance up 45% in last [--] months 🏆 Gold hits intraday high $4401 💡 Higher gold prices = stronger collateral lower default risk for gold-loan NBFCs #GoldPrices #SilverRally #CommodityMarkets #StockMarket #NBFC #HindustanZinc #Investing"
X Link 2025-12-22T05:12Z [--] followers, [---] engagements
"Why is silver exploding 1) Demand is rising not just for jewellery its a critical industrial metal used in solar panels EVs electronics semiconductors 2) Persistent global supply deficit 3) Macro tailwinds :weaker dollar rate cuts and inflation hedging 4) Investor and retail interest is surging 5) Critical mineral status adds pressure The U.S. government added silver to its critical minerals list #SilverBoom #SilverExplodes #SilverRally #PreciousMetals"
X Link 2025-12-22T05:20Z [--] followers, [--] engagements
"Unpopular opinion India isnt under-valued; its over-loved The India growth story premium may be real Valuations assume near-perfect execution for years. Any growth wobble could hit expensive quality names harder than expected. A few data points to keep perspective: Nifty FY25 EPS at Rs [---] vs Rs [---] in FY24 (+2%) Nifty FY26E EPS at Rs 1060(+8.2% YoY) Nifty trading above its 10-year average P/E. 2-year forward Nifty P/E = 18.6x vs 10-year average 17.7x FIIs were net sellers in CY25 : liquidity left the market. Domestic flows :Much of this flowed its way into large caps and IPOs not broadly"
X Link 2025-12-22T15:25Z [--] followers, [--] engagements
"Lloyds Enterprises in Focus ✅ Merging real-estate arms: Lloyds Realty Developers Limited & Indrajit Properties Private Limited ➡ Post-merger: Demerger into Lloyds Realty Limited (new listed entity) 💡 Future projects expected to generate revenue potential of 7000+ crore 🎯 Aim: Unlock long-term value in real estate business 📌 Share Exchange Ratios: For every [---] shares in Lloyds Realty Developers Limited(Unlisted) shareholders receive [--] shares in Lloyds Enterprises Limited(Existing entity) For every [--] shares in Lloyds Enterprises Limited(Existing entity) shareholders receive [--] share in"
X Link 2025-12-23T01:31Z [--] followers, [---] engagements
"Emkay on Ambuja Cements ADD retained TP Rs [---] Upside 20% ACC & Orient Cement to merge into Ambuja via all share-swap; no cash involved Swap ratio: for every [---] shares ACC shareholders get [---] Ambuja shares Orient shareholders get [--] Ambuja shares Results in 13% dilution for existing Ambuja shareholders Deal impact: neutral to slightly negative for ACC; mildly positive for Orient (9% premium) Transaction largely expected as operations already functioning jointly under MSA structure Strategic objective: single unified cement platform & simplified group structure Synergies expected: logistics"
X Link 2025-12-23T01:46Z [---] followers, [---] engagements
"Silver story may be sparkling but trust needs polishing. Hard to forget that in [----] Vedanta made delisting bid at Rs [--] when LIC pegged fair value near Rs [---]. Markets remember Retail investors [--] Lacs from [--] Lacs (3x increases [--] years) Promoter pledging 100% and exit [--] % (June23-Sep2024) #Silver #Commodities #Markets #Investing #Vedanta #HindustanZinc #CorporateGovernance #IndiaMarkets"
X Link 2025-12-23T14:47Z [--] followers, [--] engagements
"Nirmal bang on Aavas Financiers Maintain Buy with target price of Rs1950 Operations stabilized post new disbursement framework driving strong growth AUM growth guidance for FY26 at 1718% aiming for Rs55000 Cr by FY30 Growth supported by branch expansion productivity and ticket size increase Asset quality remains healthy with stable credit costs Margins improve on better yields and lower funding costs Management confident on sustained expansion and long-term growth #AavasFinanciers #HousingFinance #Investing #AUMGrowth"
X Link 2025-12-24T02:53Z [--] followers, [--] engagements
"Auto & Metal have been the top performers in CY25 Auto Sector Nifty auto up 20% YTD Outperformed on back of income tax and GST rate cut leading to improved affordability Metals Nifty metal up [--] % YTD Performed well on the back of rise in base metal prices Silver up 150% YTD Copper up 37% YTD Aluminium up 15% YTD #NiftyAuto #NiftyMetal #TopPerformers #CY25 #IndianMarkets"
X Link 2025-12-24T13:29Z [--] followers, [--] engagements
"Motilal on Brigade enterprises TP: Rs [----] +52% upside Supported by strong presales momentum and robust launch pipeline across key South markets Presales expected to grow 19% CAGR over FY2528 Collections expected to post 32% CAGR and support strong cash flows Rental portfolio commissioning to drive 7% CAGR rental growth from FY2528 Hospitality portfolio to scale up meaningfully to [----] keys by FY30 Geographic diversification underway with higher contribution expected from Chennai & Hyderabad Overall strong multi-year growth visibility #BrigadeEnterprises #MotilalOswal #RealEstateStocks"
X Link 2025-12-25T11:17Z [--] followers, [--] engagements
"Emkay on Specialty chemicals Chinese oversupply continues to pressure specialty chemicals US-India trade deal uncertainty keeps demand muted Exports in OctNov show no signs of recovery Q3FY25 expected to remain weak for most players Ref gas makers (SRF NFIL) remain the key outperformers Bulk chemical prices at trough; spreads remain under pressure INR depreciation to support domestic pricing ahead Demand revival likely only in CY26; trade deal delay expected Agri-focused firms may benefit from strong rabi season Gradual margin recovery expected via cost optimization #SRF #PIIndustries"
X Link 2025-12-28T07:06Z [---] followers, [---] engagements
"Silver deficit is shrinking over the last [--] years Demand is still higher than supply but the gap is reducing Big deficit in [----] steadily narrowing till [----] projections Supply improving demand cooling a bit market getting more balanced Industrial demand remains strong led by Electronics & Solar usage #Silver #Commodities #Markets #DemandVsSupply #SilverDeficit #Investing #Metals https://twitter.com/i/web/status/2005436948501131618 https://twitter.com/i/web/status/2005436948501131618"
X Link 2025-12-29T00:33Z [---] followers, [---] engagements
"Momentum building in Havells CMP Rs [----] Technical breakout on charts. RSI above [--] after [---] months (bullish sentiment) #Havells #Stocks #TechnicalAnalysis #MomentumTrading #Breakout #RSI #MarketWatch"
X Link 2025-12-29T09:05Z [---] followers, [---] engagements
"Gravita India Next to Join the Metals Rally About co Gravita India is a recycling company that mainly recycles used batteries to produce lead and other metals. Growth to kick in soon Prioritising highest margin durability Lead business FY28 volume ambition: 700kt vs 334kt in FY25 Strong H2 outlook with confident capacity ramp-up visibility Management guiding more than 25% Volume CAGR and more than 35% Profit CAGR going ahead. #GravitaIndia #MetalsAndMining #Earnings #CapacityExpansion #Growth #IndianMarkets #StockMarketIndia https://twitter.com/i/web/status/2005638235322782029"
X Link 2025-12-29T13:53Z [---] followers, [---] engagements
"Motilal on Indigo paints Reiterate BUY with TP of Rs [----] Industry growth weak in near-term; recovery is expected from 4QFY26 EBITDA margin guided at 1818.5% in FY26; 19% possible in FY27 Management confident of sustaining growth ahead of industry FY27 industry growth expected at 78% growth to be led by volume pickup Ex-Kerala markets to drive more than 20% growth; overall growth expected at 1520% Competitive intensity easing; pricing gap narrowing in mass segment Demand revival premiumisation and logistics savings to aid profitability Value the stock at 35x FY27 EPS #IndigoPaints"
X Link 2025-12-30T00:29Z [---] followers, [---] engagements
"Nifty is just [--] to [--] percent away from all time high Largecaps have almost fully recovered Nifty Smallcap index is still [--] to [--] percent below all time high Retail portfolios are still down around [--] percent Reason Because most retail investors dont hold smallcaps They mostly hold microcaps and those fell much more than the index #Markets #EquityMarkets #Wealth #Investing #TraderLife #StockTalk #MarketUpdate https://twitter.com/i/web/status/2005867936494518679 https://twitter.com/i/web/status/2005867936494518679"
X Link 2025-12-30T05:05Z [---] followers, [---] engagements
"JSW Steel Tata steel SAIL in focus Govt confirms 3-year safeguard duty on steel imports ✅ Structure: 12% (Apr 202526) 11.5% (Apr 202627) 11% (Apr 202728) 🔍 Applies to imports from Vietnam China PR & Nepal. 📌 Reason: Surge in alloy & non-alloy steel imports hurting Indian producers. 💡 Benefit: Protects domestic steel makers ensures fair competition & stability. #Steel #TradePolicy #IndiaEconomy https://twitter.com/i/web/status/2006188120128250344 https://twitter.com/i/web/status/2006188120128250344"
X Link 2025-12-31T02:18Z [---] followers, [---] engagements
"Motilal on VA Tech Wabag Reiterate BUY rating and a TP of Rs 1900(+49%) Focus on executing large-scale projects in high-margin segments such as EP Industrial and O&M augurs well for margins Outlook for strong FCF generation a net cash status and expansion in return ratios looks attractive Constructive on regular order inflows and a robust book-to-bill ratio of 4.6x. In Dec25 Value the stock 26x FY27E P/E #VATechWabag #StockMarketIndia https://twitter.com/i/web/status/2006195997941338407 https://twitter.com/i/web/status/2006195997941338407"
X Link 2025-12-31T02:49Z [---] followers, [---] engagements
"Hindustan Zinc & Vedanta in Focus Silver slides 5% to $72/oz down 14% from its record high of $83.75/oz. After five weeks of gains momentum fades as global prices turn volatile. On MCX silver futures tank 7% to 232800/kg. Hind zinc Among Top [--] Silver producing mines Indias only integrated and listed Silver company Silver contributes over 40% to profitability Vedanta owns 61.84% stake in Hind zinc as of Q2FY26 #Silver #Commodities #Vedanta #HindustanZinc https://twitter.com/i/web/status/2006215067063521660 https://twitter.com/i/web/status/2006215067063521660"
X Link 2025-12-31T04:05Z [---] followers, [---] engagements
"Vodafone Idea in focus Signs amendment agreement with Vodafone Group Promoters Signs pact with Vodafone Promoters on outstanding receivables Promoters to release Rs [----] Cr over the next [--] months #VodafoneIdea #Vi #Telecom #StockMarket #CorporateUpdate #BusinessNews #ExchangeFiling #IndiaBusiness https://twitter.com/i/web/status/2006361107683053733 https://twitter.com/i/web/status/2006361107683053733"
X Link 2025-12-31T13:45Z [---] followers, [---] engagements
"Emkay on Vodafone Maintain SELL with TP of Rs [--] Cabinet grants 5-year interest-free moratorium on [-----] cr AGR dues Street expected 50% AGR waiver but no waiver announced FY1819 AGR dues payable FY2631 AGR Dues of before FY18 to be paid over FY3241 DoT panel to reassess dues; scope for reduction in dues remains in place Spectrum liabilities still at Rs [---] lakh crore Current EBITDA insufficient for capex and repayments #VodafoneIdea #VIL #Telecom #AGR #IndianTelecom https://twitter.com/i/web/status/2006536070931116048 https://twitter.com/i/web/status/2006536070931116048"
X Link 2026-01-01T01:20Z [---] followers, [---] engagements
"Emkay on Devyani Reiterate BUY with TP of Rs [---] Announced their merger with Sapphire under a share swap deal DevyaniSapphire merger creates a powerful QSR giant Share swap at 1.77x; synergy benefits shared are shared equally Full synergy gains to be seen by FY29; Potential to realize up to Rs [---] - [---] Cr in synergy benefits Combined scale of Rs [-----] cr with potential 15% revenue CAGR (FY25-28E) Combijed entity has 2200+ store network across KFC & Pizza Hut in India Growth profile now comparable to Jubilant FoodWorks #DevyaniInternational #SapphireFoods #QSR #MergerUpdate #KFC"
X Link 2026-01-02T00:41Z [---] followers, [---] engagements
"🔥 Motilal Oswal: Big Upside Picks [--] Kaynes Tech TP [----] (+108%) [--] Dixon Tech TP [-----] (+86%) [--] Ellenbarrie Ind TP [---] (+82%) [--] UTI AMC TP [----] (+52%) [--] Avalon Tech TP [----] (+51%) [--] Mahanagar Gas TP [----] (+51%) [--] Siemens Energy TP [----] (+50%) [--] Laxmi Dental TP [---] (+49%) [--] Blue Jet Health TP [---] (+46%) 🔟 Birla Corp TP [----] (+44%) Other BUY ideas: L T Foods Delhivery PLNG Privi Speciality Piramal Pharma Tube Investments CG Consumer Elect. Theme: Strong growth runway ahead #MotilalOswal #StockIdeas #Bullish2026 https://twitter.com/i/web/status/2006916433167659138"
X Link 2026-01-02T02:32Z [---] followers, [---] engagements
"COAL INDIA 🚀 Big move: Company opens e-auctions to foreign buyers from Jan [--] [----]. ✅ Earlier: Only domestic traders had access ✅ Now: Consumers in Bangladesh Bhutan Nepal can bid directly Why it matters: Expands buyer base Unlocks cross-border revenue Improves price discovery Positions Coal India as South Asias coal hub #CoalIndia #Energy #SouthAsia #Markets https://twitter.com/i/web/status/2006986925358411839 https://twitter.com/i/web/status/2006986925358411839"
X Link 2026-01-02T07:12Z [---] followers, [----] engagements
"NIRMAL BANG TO NDTV PROFIT ✅ Gold looks stronger than silver; Gold/Silver ratio at [--] favors gold ✅ Fed balance sheet expansion money(paper currency) losing its value aiding shine in commodities ✅ Oil demand still rising (+1 million barrels per day) despite EV push; expect +1015% upside in Oil prices ✅ Copper = new gold Supply crunch could drive +2025% surge 🌍 Multi-polar world makes commodities a strategic asset class #Commodities #Gold #Silver #Oil #Copper #Markets https://twitter.com/i/web/status/2006997662516785350 https://twitter.com/i/web/status/2006997662516785350"
X Link 2026-01-02T07:55Z [---] followers, [---] engagements
"Gold prices up 70% YTD But did you know If you bought gold in [----] and held it till [----] returns were only 3.8% CAGR. Why mention this now Because gold is increasingly seen as a guaranteed long-term bet specially after this sparkling rally in [----] Asset quality matters but timing matter just as much. Even strong assets can disappoint when bought at elevated levels. #Investing #Gold #AssetAllocation #ValuationMatters #MarketCycles #LongTermInvesting #WealthCreation https://twitter.com/i/web/status/2007061203546476968 https://twitter.com/i/web/status/2007061203546476968"
X Link 2026-01-02T12:07Z [---] followers, [--] engagements
"Kotak on Steel Steel outlook remains mildly positive not a strong upcycle. Safeguard duty provides a price floor and supports margins till April [----]. No full pass-through of the 12% duty as companies cant raise prices fully due to weak export demand and temporary oversupply in India Higher coking coal prices(+19% in last [--] months) and weak exports continue to limit margin expansion. Domestic steel prices remain below import parity despite recent hikes. Upside in prices looks capped in the near term. JSP and JSPL are preferred over Tata Steel and SAIL in this environment. #Steel #Metals"
X Link 2026-01-02T12:22Z [---] followers, [---] engagements
"India Markets: Valuations vs Earnings (Jan26 vs Jan25) Nifty held its ground. PE stayed flat at 22.8x vs 22.3x Earnings grew 6.6% YoY Implying: Earnings growth justified the current valuation. Midcaps & Smallcaps Nifty Midcap [---] P/E at 33.7x vs 44x Earnings up 37% YoY Implying : 2/3rds of the multiple contraction was supported by earnings growth Nifty smallcap [---] P/E at 29.4x vs 35x Earnings up 11% YoY Implying: Half of PE compression due to Earnings growth FMCG and Consumer Durables Valuations cooled faster than growth. Earnings-led comfort Oil & Gas and Infrastructure Strong EPS growth"
X Link 2026-01-02T13:05Z [---] followers, [---] engagements
"CUPID Business Update Confident of exceeding FY26 guidance: [---] Cr revenue [---] Cr PAT Strong FMCG demand in India (personal care & wellness) Tariffs wont materially impact FMCG or Intl B2B plans Rupee tailwinds continue in Q3 #CUPID #FMCG #BusinessUpdate #Investing #IndianMarkets https://twitter.com/i/web/status/2007077217487220939 https://twitter.com/i/web/status/2007077217487220939"
X Link 2026-01-02T13:11Z [---] followers, [---] engagements
"PNB -Thumbs down Q3FY26 Update Stock already up 4% in last [--] sessions Deposits muted at 2.1% QoQ Advances strong at 4.5% QoQ NIMs remain the key monitor for Q3 #PNB #BankingStocks #Q3Update #Markets"
X Link 2026-01-04T16:29Z [---] followers, [---] engagements
"ITC Technical View 📊 Oversold setup scope for 10% recovery this week. Risk-reward turning favourable. 📈 #ITC #TechnicalAnalysis #StocksToWatch #IndianMarkets #Nifty"
X Link 2026-01-05T03:52Z [---] followers, [----] engagements
"Trent Q3 Update Standalone revenue up 17% YoY to Rs [----] Cr Slightly below 20% guidance Expensive valuations coupled with disappointments Expecting 10% fall tomorrow #Earnings #Trent #Q3Results"
X Link 2026-01-05T13:46Z [---] followers, [----] engagements
"Tourism Finance Corp Yesterday tanked 20% Today gained 20% Here is the reason for gain Promoter Ekta Halwasiya bought 2.01% stake Tourism finance - deals on NSE (5 Jan 2025) Unity Associates sold 30L shares (0.65%) @ [--] Setu Securities sold 18L shares (0.39%) @ [--] Ekta Halwasiya bought 92L shares (2.01%) @ [-----] Irage Broking bought 18.1L shares (0.39%) @ [-----] #BlockDeals #TourismFinance #Markets https://twitter.com/i/web/status/2008178029353472367 https://twitter.com/i/web/status/2008178029353472367"
X Link 2026-01-05T14:05Z [---] followers, [---] engagements
"Kotak Mahindra Bank Q3 Business Update 👍 Thumbs Up Healthy momentum in advances & deposits continues CASA growth to ease cost of funds in Q3 NIMs likely to improve from Q3 onwards Q3 provisional numbers Net advances +16.2% YoY to [----] lakh cr CASA +9% YoY to [---] lakh cr Total deposits +14.7% YoY to [----] lakh cr Steady balance sheet growth with margin tailwinds ahead. #KotakBank #BankingStocks #Q3Update #NIMs #CASA #IndianBanks #StocksToWatch https://twitter.com/i/web/status/2008274478829326742 https://twitter.com/i/web/status/2008274478829326742"
X Link 2026-01-05T20:28Z [---] followers, [---] engagements
"Axis Bank Q3 Business Update Thumbs Up👍 Stock trading near lifetime highs Advances & deposits growth improved vs Q2 NIMs expected to bottom out in Q3 Q3 Highlights: Total deposits +15% YoY at [-----] lakh cr Gross advances +14.1% YoY at [-----] lakh cr #AxisBank #BankingStocks #Q3Update #NIMs #IndianBanks #StocksToWatch https://twitter.com/i/web/status/2008275471738564716 https://twitter.com/i/web/status/2008275471738564716"
X Link 2026-01-05T20:32Z [---] followers, [---] engagements
"Metals and GoldLenders in focus 📈 Silver +4% ($76/oz) Copper +4% Hind Zinc Hind Copper may see 34% upside Gold +3% ($4442/oz) Muthoot Manappuram may see 2% upside #Metals #Commodities #StocksToWatch"
X Link 2026-01-05T20:48Z [---] followers, [---] engagements
"Where is Alpha 🔍 Tata Power CMP Rs [---] ✅ Nifty Next [--] counter ✅ Strong technical setup ✅ Closed above 20W MA last week ✅ [--] EMA at Rs [---] = strong support 📌 Quant MF holds 1.67% (Sep 2025) 📈 Motilal Oswal maintains BUY TP Rs [---] #TataPower #Stocks #AlphaHunt"
X Link 2026-01-06T13:06Z [---] followers, [---] engagements
"TATA STEEL Q3 Business Update Thumbs up India achieves best-ever quarterly crude steel output Higher production at Jamshedpur & Kalinganagar plants Domestic sales drive strong deliveries in India ops Netherlands deliveries lower on seasonal factors & weak market #TataSteel #Q3Results #Metals #Markets https://twitter.com/i/web/status/2008902592957747526 https://twitter.com/i/web/status/2008902592957747526"
X Link 2026-01-07T14:04Z [---] followers, [---] engagements
"Nifty Metal Index down 3% biggest fall since Apr25 Tata Steel Vedanta Hindalco down 25% Why the drop Hind zinc and Hind copper : Silver 9% Copper 3% Profit booking after 6-month rally (Vedanta +31% NALCO +75%) Precious: Citi expects $6.86.9B outflows; Silver hit hardest Ferrous: Weak Q3 outlook; lower steel prices in Q3 rising coking coal costs Outlook: Nonferrous strong on commodity boom Ferrous soft near term Precious cushioned by geopolitics #Metals #NiftyMetal #Commodities https://twitter.com/i/web/status/2009165677001888074 https://twitter.com/i/web/status/2009165677001888074"
X Link 2026-01-08T07:30Z [---] followers, [---] engagements
"Meesho back to square one 📉 Trades near listing price [---] 🔻 Down 35% from all-time high [------] 📆 Slips 9% in [----] so far 🛒 E-commerce player struggles to hold gains #Meesho #StockMarket #Markets"
X Link 2026-01-08T08:26Z [---] followers, [---] engagements
"Metals and Mining Q3FY26 Preview Ferrous : Steel earnings under pressure due to weak realizations and higher coking coal costs leading to sequential EBITDA decline Non ferrous to stand out: Aluminium and zinc price gains to support strong earnings at Vedanta and NALCO while Hindalco sees a mixed quarter due to Novelis fire impact Mining mixed: Coal India EBITDA rebounds on higher offtake Graphite India and HEG face modest pressure Gravita remains stable Looking ahead: Safeguard duty protection and a strengthening aluminium cycle improve earnings stability and upgrade potential in FY27 #Metals"
X Link 2026-01-08T18:49Z [---] followers, [---] engagements
"Banking Q3FY26 Preview Credit growth strong: Loans grow in double digits while deposit growth lags keeping system LDR elevated Margins steady: Private banks see flat to slightly higher NIMs while state banks face mild margin pressure Asset quality stable: Retail and MFI stress improves with seasonal farm NPLs impacting large private banks #Banking #Q3FY26 #EarningsPreview #Banks #NBFC https://twitter.com/i/web/status/2009338388940529791 https://twitter.com/i/web/status/2009338388940529791"
X Link 2026-01-08T18:56Z [---] followers, [---] engagements
"Life Insurance Q3FY26 Preview Growth picks up: Annual premieum equivalent growth around [--] to [--] percent YoY aided by low base and GST exemption on individual life policies Margins under pressure: VNB margins stay constrained due to loss of input tax credit though better product mix offers partial relief Key monitorables: Management commentary on commission structure changes and insurance amendment bill #LifeInsurance #Q3FY26 #EarningsPreview #Insurance #Financials https://twitter.com/i/web/status/2009339051892199677 https://twitter.com/i/web/status/2009339051892199677"
X Link 2026-01-08T18:58Z [---] followers, [--] engagements
"Bharat Coking Coal IPO Day [--] snapshot IPO subscribed 8x on Day [--] Issue size Rs [----] crore entire OFS Price band Rs [----] per share Anand Rathi view: Strong market share; valued at 8.64x FY25 P/E at upper band fairly priced Consistent track record and superior financials; subscribe for listing gains #IPO #BharatCokingCoal #IPOBuzz #PrimaryMarket https://twitter.com/i/web/status/2009786767155834931 https://twitter.com/i/web/status/2009786767155834931"
X Link 2026-01-10T00:37Z [---] followers, [---] engagements
"ICICI Lombard asks investors to ignore unapproved numbers 🤷♂ Dj vu much Second leak after Hatsun Agro. Result season now comes with spoilers. #ICICILombard #ResultSeason #MarketSpoilers #CorporateOops #StockMarketHumour #IndiaMarkets"
X Link 2026-01-10T05:05Z [---] followers, [---] engagements
"PVR is getting interesting 🎬 Record revenues and margins are holding up well Strong movie pipeline to support collections Operating cash flows have improved meaningfully Small base with long runway in premium entertainment Multiple brokerages remain bullish Balance sheet improving; net positive status likely ahead. Reminding of early Zomatofundamentals improve before perception changes. Long term growth story intact #PVR #IndianEquities #LongTermInvesting #QualityBusinesses #PortfolioIdeas https://twitter.com/i/web/status/2011443847902171266"
X Link 2026-01-14T14:22Z [---] followers, [---] engagements
"Whats happening in the local Gold and silver market GROUND REALITY Physical demand for silver remain in place but soft as compared to the skyrocketed prices The recent rally seems largely driven by paper trading (derivatives & options) Jewellery retailers arent seeing volume-led gains; stock value rises but consumer demand is soft A key challenge: when jewellers sell Gold and silver they must restock at higher prices Those who tried to time the rally by selling without covering positions have taken losses The silver rally extended longer than expected catching many off-guard #Silver"
X Link 2026-01-15T12:47Z [---] followers, [---] engagements
"Smart money rotation in AAVAS FINANCIERS 👀 Domestic Mutual Funds already own 14% stake (Sep25) HDFC Mutual Fund enters the stock Bought [----] lakh shares (2.46%) @ Rs [----] Stock is trading near [----] support levels a strong demand zone. 📊 #AAVAS #SmartMoney #IndianStocks https://twitter.com/i/web/status/2011828649352474914 https://twitter.com/i/web/status/2011828649352474914"
X Link 2026-01-15T15:51Z [---] followers, [---] engagements
"Whats driving institutional interest Likely rate cuts ahead a big tailwind for Housing finance Co's AAVAS earns via interest spreads Focused on affordable housing for lowmiddle income self-employed borrowers in semi-urban & rural India Strong macro + niche positioning. https://twitter.com/i/web/status/2011829161317531880 https://twitter.com/i/web/status/2011829161317531880"
X Link 2026-01-15T15:53Z [---] followers, [---] engagements
"Rupee likely to strengthen ahead Technical and Fundamental view Technical view USDINR is hitting a 10-year resistance trendline Upside in Dollar vs Rupee now looks limited Any further move higher in USDINR is less likely to sustain Fundamental view Why the Rupee can get stronger Lower oil prices reduce dollar outflow and improve the current account RBI has strong forex reserves to protect the Rupee Global firms diversifying supply chains away from China #Rupee #INR #IndiaEconomy #Macro #Currency https://twitter.com/i/web/status/2012234640204210672"
X Link 2026-01-16T18:44Z [---] followers, [---] engagements
"ICICI Bank re-appoints Sandeep Bakhshi as MD & CEO Appointment removes leadership overhang Tenure extended for [--] years (Oct [----] Oct 2028) Decision subject to RBI approval Ensures leadership continuity & strategic stability Positive signal for long-term investors #ICICIBank #SandeepBakhshi #BankingStocks #IndianMarkets #StockMarketIndia #Leadership #PrivateBanks https://twitter.com/i/web/status/2012467453306327497 https://twitter.com/i/web/status/2012467453306327497"
X Link 2026-01-17T10:10Z [---] followers, [---] engagements
"Shadowfax IPO Can be Subscribed 📦🚀 Peer comparison tells the story clearly 👇 Shadowfax is still in early profitability phase (PAT Rs [--] Cr) Revenue scale-up is strong (Rs [----] Cr) with 67% YoY growth Operating in the same arena as Delhivery & Blue Dart but at a much smaller base Valuation looks rich on current earnings but reflects future growth and margin expansion 📌 E-commerce & quick commerce tailwinds 📌 Dense delivery network and proprietary tech 📌 High-risk high-growth logistics play #ShadowfaxIPO #IPOIndia #Logistics #Ecommerce #StockMarketIndia #Investing"
X Link 2026-01-17T14:36Z [---] followers, [----] engagements
"Ambuja cements Cmp Rs [---] Next Nifty [--] counter Might come in rotation in next leg of rally Technical and fundamental view Technical Only [--] dips in last [--] years [--] months moving average is a very very strong support Currently stock is trading near to support of [--] months moving average at Rs [---] Fundamental Post-merger capacity scale jump Combined cement capacity [---] MTPA now with a target to grow to [---] MTPA by FY28 Simplified single entity structure driving synergies merging ACC & Orient eliminates duplicate costs #CementSector #InfraBoom #CapexCycle #EarningsLeverage #SectorRotation"
X Link 2026-01-17T16:35Z [---] followers, [---] engagements
"Quality stocks slipping to 52-week lows 👀 Tata Motors Havells IRCTC L&T Technology Services United Breweries Procter & Gamble India Page Industries Jubilant FoodWorks Godrej Properties Indian Hotels Markets testing patience. 📉 #Nifty50 #MarketCorrection #52WeekLow #IndianStocks #QualityStocks #DalalStreet #StockMarketIndia https://twitter.com/i/web/status/2013524827232211411 https://twitter.com/i/web/status/2013524827232211411"
X Link 2026-01-20T08:11Z [---] followers, [---] engagements
"Current scenario: Rupee is weakening 📉 Equities stuck in correction FDs barely protect purchasing power Gold & Silver at skyrocketed prices Real estate demands heavy capital Tough phase for investors. #IndianMarkets #MacroView #Investing #AssetAllocation #WealthBuilding"
X Link 2026-01-20T12:38Z [---] followers, [---] engagements
"Nifty Smallcap [---] 📉 Down 18% from highs Many retail portfolios down 3040% from peak Expensive valuations left zero margin for error. #Smallcaps #NiftySmallcap250 #MarketCorrection #RetailInvestors #IndianMarkets"
X Link 2026-01-21T05:27Z [---] followers, [---] engagements
"Nifty Realty is back to where it was [--] years ago Down 46% from its highs Massive correction Earlier share market profits flowed straight into real estate 🏠💰 Now with markets sliding to new lows almost every day that surplus cash has dried up. No easy market money = less fresh capital chasing realty. #NiftyRealty #RealEstate #StockMarket #MarketCorrection #WealthEffect #IndianMarkets #EquityToRealty #DalalStreet https://twitter.com/i/web/status/2013849708066939037 https://twitter.com/i/web/status/2013849708066939037"
X Link 2026-01-21T05:42Z [---] followers, [--] engagements
"Jio Finance One of the most discussed and favourite stocks among investors Down 16% in pat [--] months Lets break down the case: Its a Valuation correction not a business issue. Co Expanding into high-margin financial businesses. Structural moat via regulatory access and deep partnerships like BlackRock. Well positioned to emerge as a top [--] player across multiple products. But Technical setup looks extremely weak expecting levels of Rs 200-210 in near term #JioFinance #Investing #IndianStocks #FinancialServices https://twitter.com/i/web/status/2013853860495007764"
X Link 2026-01-21T05:59Z [---] followers, [---] engagements
"Nifty Realty back to Square [--] Down 46% from its highs Massive correction Earlier share market profits flowed straight into real estate 🏠💰 Now with markets sliding to new lows almost every day that surplus cash has dried up. No easy market money = less fresh capital chasing realty. #NiftyRealty #RealEstate #StockMarket #MarketCorrection #WealthEffect #IndianMarkets #EquityToRealty #DalalStreet https://twitter.com/i/web/status/2013854066871587198 https://twitter.com/i/web/status/2013854066871587198"
X Link 2026-01-21T05:59Z [---] followers, [---] engagements
"End of silver era is near. Deficit is shrinking Daily weekly and monthly RSI crossing [--] extreme overbought signals for silver Over optimistic picture being painted #Silver #Commodities #RSI #Overbought #TechnicalAnalysis #MarketTrends #Investing #MetalsMarket Silver deficit is shrinking over the last [--] years Demand is still higher than supply but the gap is reducing Big deficit in [----] steadily narrowing till [----] projections Supply improving demand cooling a bit market getting more balanced Industrial demand remains https://t.co/IyevW1cjqW Silver deficit is shrinking over the last [--] years"
X Link 2026-01-21T06:12Z [---] followers, [---] engagements
"In last [--] months coriander(Dhaniya) is up by 65% Coriander(dhaniya) at [--] year highs Shouldve hedged my portfolio with dhaniya instead of derivatives 🌿📉 #PortfolioHedge #IndianMarkets #DalalStreet https://twitter.com/i/web/status/2013891223283736895 https://twitter.com/i/web/status/2013891223283736895"
X Link 2026-01-21T08:27Z [---] followers, [---] engagements
"@Ashish_4vedi That route is an everyday struggle "
X Link 2026-01-21T11:28Z [---] followers, [---] engagements
"Emkay on Gravita Maintain Buy with TP of Rs 2400(+50%) EBITDA broadly in-line with estimates EBITDA margins expanded sharply on lower raw material costs Lead segment EBITDA at Rs 23/kg well above guidance of Rs 1920/kg Focus now shifts to Mundra & Jaipur capacity commissioning and margin sustainability #Gravita #Q3Results #EarningsSeason #MetalStocks #MidcapStocks #IndianMarkets Gravita India Next to Join the Metals Rally About co Gravita India is a recycling company that mainly recycles used batteries to produce lead and other metals. Growth to kick in soon Prioritising highest margin"
X Link 2026-01-21T15:36Z [---] followers, [---] engagements
"@_anujsinghal @chandrarsrikant Trade deal can lead to start of fresh leg of rally in Indian markets "
X Link 2026-01-21T16:02Z [---] followers, [---] engagements
"@Ashish_4vedi Silver has already made its top The rally extended due to continues short covering in the Commodity Across time frames RSI has crossed [--] something similar happened before crash in mid and smallcaps"
X Link 2026-01-22T05:13Z [---] followers, [---] engagements
"Tata Steel up by almost 3%. Steel ArcelorMittal the worlds largest steelmaker hikes HRC/CRC prices by 30/t A sharp 45% jump across Europe Positive read-through for Tata Steel Europe Supportive for Graphite India and HEG #Steel #Metals #ArcelorMittal #TataSteel #GraphiteIndia #HEG https://t.co/lHWEDlCWjb Steel ArcelorMittal the worlds largest steelmaker hikes HRC/CRC prices by 30/t A sharp 45% jump across Europe Positive read-through for Tata Steel Europe Supportive for Graphite India and HEG #Steel #Metals #ArcelorMittal #TataSteel #GraphiteIndia #HEG https://t.co/lHWEDlCWjb"
X Link 2026-01-22T05:13Z [---] followers, [---] engagements
"Precious metals at its peak. #gold #silver #PreciousMetals #commodity Nifty vs Precious Metals (Silver + Gold) Ratio - The ratio of Nifty to (Silver + Gold) is now at [----] & is reaching its support zone of [---] to [--] In the past 30yrs everytime this ratio has bottomed Nifty has given 40-120% return in next 2yrs (Bottom part of image) 1/2 https://t.co/v0jhXiq98Q Nifty vs Precious Metals (Silver + Gold) Ratio - The ratio of Nifty to (Silver + Gold) is now at [----] & is reaching its support zone of [---] to [--] In the past 30yrs everytime this ratio has bottomed Nifty has given 40-120% return in next"
X Link 2026-01-22T06:02Z [---] followers, [---] engagements
"Interesting how the entire stock market revolves around media. Yet the Nifty Media index is still stuck at levels from [--] years ago. Business channels like CNBC ET NDTV Profit cost just Rs [--] per month. Entertainment channels like Star Plus charge Rs [--] per month. India clearly prefers daily serials over business news 😂📺 PS: Not demeaning business news channels just a fact-check on pricing and viewer preferences. #IndianMarkets #MediaStocks #NiftyMedia #StockMarket #Television #BusinessNews https://twitter.com/i/web/status/2014318218282930335"
X Link 2026-01-22T12:44Z [---] followers, [---] engagements
"Expecting steep fall in Shriram Finance ahead of Q3 results today. Technical setup looks weak momentum fading. Results may be the trigger 📉 #ShriramFinance #Q3Results #StockMarket #TechnicalAnalysis"
X Link 2026-01-23T06:04Z [---] followers, [---] engagements
"Orient electric Is the Worst Over Down 56% from it Highs Centrum Maintain Buy with TP 260(+53%) Targets growth faster than the industry in core categories BLDC fan adoption set to accelerate post new BEE norms (Jan26) Premium & BLDC mix aimed to rise to 45% of fan sales Double-digit operating margin remains a clear medium-term goal 12% sales CAGR with 30% PAT CAGR expected over FY25-28 #OrientElectric #FMEG #BLDCFANS #Premiumisation #IndiaConsumption #EarningsOutlook #BUY 📈 https://twitter.com/i/web/status/2014582738435899592 https://twitter.com/i/web/status/2014582738435899592"
X Link 2026-01-23T06:15Z [---] followers, [---] engagements
"Sell individual stocks on every bounce. Gradually move into ETFs (Nifty Next [--] Nifty Midcap etc). Protecting capital is as important as making returns. Correction in mid & small caps is not over yet stay cautious. #Markets #ETFs #RiskManagement #Midcap #Smallcap #Investing #CapitalProtection https://twitter.com/i/web/status/2014604309896515973 https://twitter.com/i/web/status/2014604309896515973"
X Link 2026-01-23T07:41Z [---] followers, [---] engagements
"INNOVA CAPTABs IPO saw a stellar [--] subscription Stock is buzzing again on strong Q3 results 🔥 Net Profit at Rs [----] Cr vs Rs [----] Cr YoY #InnovaCaptab #IPO #Q3Results #StockBuzz #MarketRally"
X Link 2026-01-23T07:49Z [---] followers, [---] engagements
"Nifty likely to take its first pause at [-----] at its [---] EMA #Nifty #StockMarket #Trading #MarketUpdate #Investing #Equity #Sensex #Nifty24600 🚨 Nifty View: Expecting a Dip to [-----] 📊 Every major Nifty rally when started from [---] moving average in the past has retested its 300-day moving average within a year a pattern seen in 🔹 Jul [--] 🔹 Jul [--] 🔹 Sep [--] 🔹 Feb [--] 🔹 Nov [--] 🔹 May [--] 🔹 Mar [--] 💡 This 🚨 Nifty View: Expecting a Dip to [-----] 📊 Every major Nifty rally when started from [---] moving average in the past has retested its 300-day moving average within a year a pattern seen in 🔹"
X Link 2026-01-23T08:13Z [---] followers, [---] engagements
"View across assets & sectors 📉 Top looks in place (technically) Dollar/Rupee Gold Silver 📈 Accumulation phase US Tech (Meta etc) Crude Oil Nifty Next [--] (India) #Markets #AssetAllocation #SectorRotation #Investing #IndiaMarkets #GlobalMarkets"
X Link 2026-01-23T10:08Z [---] followers, [---] engagements
"Relaxo Footwear 👟📉 Classic pump & dump Massive wealth erosion. Down 75% from highs back to [----] levels. No financials supported the pump No of Public shareholders In [----] = [-----] In [----] = [------] Clear loser = Retail Investors. #Relaxo #StockMarket #WealthErosion #PumpAndDump #IndianStocks #RetailAlert https://twitter.com/i/web/status/2014665780546437634 https://twitter.com/i/web/status/2014665780546437634"
X Link 2026-01-23T11:45Z [---] followers, [---] engagements
"Life Insurance Corp (LIC) Value discovery in progress after sharp up & down moves post listing Trading at [--] P/E Strong [--] year profit CAGR Insurance clearly a booming theme in India Blue-chip stock with Rs 5+ lakh crore market cap One stock to closely monitor #LIC #Insurance #ValueDiscovery #LongTerm #IndianMarkets #StocksToWatch https://twitter.com/i/web/status/2015028437912781174 https://twitter.com/i/web/status/2015028437912781174"
X Link 2026-01-24T11:46Z [---] followers, [---] engagements
"Why FIIs are struggling to make real returns in India Start with Rs [---] invested 📉 Rupee depreciation (1 yr): -6% 📈 Market return: +10% Value becomes Rs [---] LTCG tax at 12.5% on gains (Rs 1.25) Final value Rs [------] 👉 Net return: just 23% Meanwhile risk-free returns in abroad is around 34% No wonder FIIs hesitate. (Ignoring surcharge fees) #FIIs #RupeeDollar #LTCG #IndianMarkets https://twitter.com/i/web/status/2015053601958428931 https://twitter.com/i/web/status/2015053601958428931"
X Link 2026-01-24T13:26Z [---] followers, [----] engagements
"@ShereenBhan @MarosSefcovic @Parikshitl This deal is about stability in an unstable world. Strategic + economic win for both India & EU. #IndiaEU #Trade"
X Link 2026-01-25T13:16Z [---] followers, [---] engagements
"RSI (6-month timeframe) at [--] 📈 Gold has never sustained above [--] RSI at least since [----]. Historically this level signals exhaustion. Momentum fades sooner or later. Time to go all short on gold #Gold #RSI #TechnicalAnalysis #Commodities #Markets #TradingView #Overbought"
X Link 2026-01-26T10:19Z [---] followers, [---] engagements
"Unpopular opinion 🚩 Peak optimism around the Budget Imples peak risk of disappointment. Thats how markets work. #Markets #Budget2026 #India"
X Link 2026-01-28T11:19Z [---] followers, [--] engagements
"Apex frozen foods Price back at levels of year [----] Stock up 100% in past [--] months What led the rally EU growth lever Balance sheet reset Net debt declined from Rs1670m in FY21 to Rs410m in H1FY26 Strong resistance at current levels of Rs [---] Best time to book Profits #ApexFrozenFoods #StockMarket #SmallCap #BalanceSheet https://twitter.com/i/web/status/2021850726595785046 https://twitter.com/i/web/status/2021850726595785046"
X Link 2026-02-12T07:35Z [---] followers, [---] engagements
"Very interesting level to watch Nifty / Gold Ratio at [----] Simple understanding through this thread 🧵 Clear rule: ✔ Ratio near the bottom Favours Nifty over Gold ✔ Ratio near the top Favours Gold over Nifty #NiftyGoldRatio #Commodities #Gold #Silver #PreciousMetals"
X Link 2026-02-15T05:03Z [---] followers, [---] engagements
"📊 Buffett Indicator India (Dec [--] 2025) What is it A metric comparing Indias Stock Market Size vs Indias Economy (GDP). ✅ Indias Market Cap: 471056B ✅ Indias GDP: 330728B ➡ Ratio: 142.43% (135% = Significantly Overvalued) 🔍 Market Context Indian markets not in a bullish state FII still out as rupee depreciates Valuations rich especially mid & small caps Earnings improvement remains average Warren Buffett Indicator signals overvaluation #IndianMarkets #BuffettIndicator #Investing #Nifty50 https://twitter.com/i/web/status/1999516997579866289 https://twitter.com/i/web/status/1999516997579866289"
X Link 2025-12-12T16:29Z [---] followers, [---] engagements
"Emkay on Aviation Indias domestic air traffic grew 7% YoY in November [----] supported by festive demand Aviation Turbine Fuel prices expected to soften in January [----] a key profitability positive InterGlobe Aviation (IndiGo) faced operational disruptions pulling early December momentum; stability returned mid-month SpiceJet gained market share (+110 bps) while IndiGo lost nearly [---] basis points Air India Groups market share also improved by [---] bps Passenger Load Factor improved across airlines indicating healthy demand absorption Sector On-Time Performance deteriorated reflecting weather"
X Link 2025-12-29T17:01Z [---] followers, [---] engagements
"Stocks near 52-week highs Hind Copper : Direct beneficiary of rising Copper prices Muthoot Finance :Higher gold prices implies stronger collateral lower default risk for gold-loan NBFCs Hind zinc USD1/oz move in silver prices has 1% sensitivity to Cos EBITDA #HindCopper #MuthootFinance #HindustanZinc #Silver #Gold #NBFC #StocksToWatch #52WeekHighs #MarketTrends Metals & Gold Loan NBFCs Shine Amid Price Surge ✅ Hindustan Zinc up 33% in past [--] month ✅ Silver prices surge 34% in same period 📊 $1/oz move in silver = 1% EBITDA sensitivity for HZ Muthoot finance up 45% in last [--] months 🏆 Gold"
X Link 2026-01-21T06:28Z [---] followers, [---] engagements
"Steel ArcelorMittal the worlds largest steelmaker hikes HRC/CRC prices by 30/t A sharp 45% jump across Europe Positive read-through for Tata Steel Europe Supportive for Graphite India and HEG #Steel #Metals #ArcelorMittal #TataSteel #GraphiteIndia #HEG"
X Link 2026-01-21T11:38Z [---] followers, [---] engagements
"CITI ON APOLLO HOSPITALS High Conviction Buy Target Price At 9600/sh Co Has Attractive Valuations Shows Consistent Growth In Hosps & HealthCo It's The Cheapest Healthcare Stock In India Offering Strong Growth Trajectory Expect 17% CAGR In Hosps EBITDA By FY28 HealthCo Margin Can Reach 7% By FY28 #Hospitals #Nifty50 #Apollohospitals #Sectoralrotation Hospitals 🏥 Long-term Theme Fortis Apollo Max Healthcare Among the most resilient sectors in India Structural margin expansion still ahead High entry barriers make the model hard to replicate Even global players or AI pose limited disruption risk"
X Link 2026-01-22T07:55Z [---] followers, [---] engagements
"BIG NEGATIVE FOR PAYTM 🚨 RBI has ended the PIDF (Payment Infrastructure Development Fund) scheme. This scheme incentivised deployment of digital payment infrastructure. It ended in Dec [----] and has not been extended. For Paytm PIDF contributed 20% of operating profit #Paytm #RBI #PIDF #DigitalPayments #Fintech #IndianMarkets #StocksToWatch #MarketNews"
X Link 2026-01-23T06:18Z [---] followers, [----] engagements
"So far [---] companies from the NSE [---] have reported Q3 results. Profits are growing but below expectations Revenue growth is just 11.2% YoY despite a low base last year Simple takeaway Earnings are failing to impress even with an easy comparison. #Q3Results #EarningsSeason #NSE500 #IndianMarkets #StockMarket #investing https://twitter.com/i/web/status/2016041867264327851 https://twitter.com/i/web/status/2016041867264327851"
X Link 2026-01-27T06:53Z [---] followers, [---] engagements
"Nifty realty down 17% in past [--] months Developers cutting FY26 guidance Weak pre-sales across developers Broad housing demand slowdown FII risk-off on high-beta sectors #NiftyRealty #RupeeDepreciation #RealEstateStocks #INR #HousingDemand #FIIOutflows #IndiaMarkets"
X Link 2026-01-27T09:36Z [---] followers, [---] engagements
"Profit booking time 📉 Vedanta announces Hindustan Zinc OFS Plans to sell up to [---] crore shares raising Rs [----] crore via OFS Supply overhang and near-term pressure on HZL #Vedanta #HindustanZinc #OFS #ProfitBooking #StockMarketIndia"
X Link 2026-01-27T11:07Z [---] followers, [---] engagements
"Graphite / HEG EU FTA Impact Europe is a big market (2025% exports) lower tariffs improve pricing power vs earlier cost absorption EU CBAM likely unchanged Supports long-term demand as decarbonisation stays a key theme #Graphite #HEG #EUFTA #CBAM #Decarbonisation #Steel #IndiaExports Potentially strong movers In Metals and mining space Both Underperformed Nifty metal index- Nifty metal 24% YTD Graphite India 0% YTD Heg 3.4% YTD Potential triggers for strong move Industry currently in a deep cyclical trough Consolidation underway with capacity exits from https://t.co/yVtJ1yCBWG Potentially"
X Link 2026-01-28T06:20Z [---] followers, [---] engagements
"Sharp spike in HEG and Graphite india #HEG #Graphite Graphite / HEG EU FTA Impact Europe is a big market (2025% exports) lower tariffs improve pricing power vs earlier cost absorption EU CBAM likely unchanged Supports long-term demand as decarbonisation stays a key theme #Graphite #HEG #EUFTA #CBAM #Decarbonisation #Steel Graphite / HEG EU FTA Impact Europe is a big market (2025% exports) lower tariffs improve pricing power vs earlier cost absorption EU CBAM likely unchanged Supports long-term demand as decarbonisation stays a key theme #Graphite #HEG #EUFTA #CBAM #Decarbonisation #Steel"
X Link 2026-01-28T10:00Z [---] followers, [---] engagements
"Somany Ceramics Q3 snapshot Domestic demand remains soft Improving capacity utilisation and cost discipline drove margin expansion Stabilising Exports & steady gas prices eased supply pressure Early Q4 demand green shoots visible. focus shifts to balance-sheet strength & profitable growth. PAT [-----] Cr vs [----] Cr (+75.90% YoY+38.18% QoQ) #somanyCeramics #buildingmaterials https://twitter.com/i/web/status/2016476745709552022 https://twitter.com/i/web/status/2016476745709552022"
X Link 2026-01-28T11:41Z [---] followers, [---] engagements
"There will be days when family feels heavy Personal life is a mess Career looks stuck Hold faith. Time changes. So will this. #KeepFaith #ThisTooShallPass #HardTimes #LifeLessons #StayStrong #TrustTheProcess #Mindset #Resilience #Growth #OneDayAtATime"
X Link 2026-01-28T19:14Z [---] followers, [---] engagements
"Somany Ceramics up 3% 📈 Still a long runway ahead. Strong hands at play DIIs hold 23% stake. Building materials could be a key theme in Indias growth story. #somanyceramics #buildingmaterials #indiagrowthstory Somany Ceramics Q3 snapshot Domestic demand remains soft Improving capacity utilisation and cost discipline drove margin expansion Stabilising Exports & steady gas prices eased supply pressure Early Q4 demand green shoots visible. focus shifts to balance-sheet strength & https://t.co/6TBxpmJ4OY Somany Ceramics Q3 snapshot Domestic demand remains soft Improving capacity utilisation and"
X Link 2026-01-29T05:37Z [---] followers, [---] engagements
"Literally a no-brainer 🚀 Massive blast 💥 Locked in upper circuit today. Spectacular returns in last [--] months 📈 Hindustan Copper is the name. #Metals #hindcopper #Momentum #BullRun #IndianMarkets They said it all on Jan 1st They said it all on Jan 1st"
X Link 2026-01-29T08:04Z [---] followers, [---] engagements
"Crazy global setup 🚨 Gold / Silver: 10% intraday swings FD returns being made in [--] day Bitcoin: down 5% 💥 Nasdaq: bleeding red 🩸 Volatility is the only certainty. #GlobalMarkets #Volatility #Gold #Silver #Bitcoin #Nasdaq #RiskOn #RiskOff #MarketChaos"
X Link 2026-01-29T16:26Z [---] followers, [---] engagements
"Gold & Silver dip being used by genuine buyers - weddings households real needs. #Gold #Silver #PreciousMetals #WeddingDemand #FOMO #SafeHaven #BuyTheDip #IndianMarkets"
X Link 2026-01-30T12:26Z [---] followers, [---] engagements
"Maithan alloys in focus Positive SEBI gives NOC for NSE IPO Maithan alloys holds around [--] lakh shares of NSE Maithan alloys acquired [--] lakh shares of NSE for around Rs [---] Cr In [----] NSE IPO could unlock massive ROI for shareholders. #MaithanAlloys #NSEIPO #SEBINOC #HiddenValue #ValueUnlocking #IndianStocks #StockMarketIndia https://twitter.com/i/web/status/2017228153073353033 https://twitter.com/i/web/status/2017228153073353033"
X Link 2026-01-30T13:27Z [---] followers, [---] engagements
"DID YOU KNOW 👀 [----] Lehman crisis Gold crashed to $682 Then topped around $1900 by [----] (almost 3x returns) [----] Gold crash $1640 Topped near $5500 in 2026(more than 3x returns) #Gold #GoldHistory #SafeHaven #WealthCreation #LongTermInvesting #MarketCycles"
X Link 2026-01-30T13:38Z [---] followers, [---] engagements
"Anil Agarwal best trader in town 😄 HindZinc offloads stake via OFS Exactly at the peak of silver prices Timing so perfect. #HindZinc #AnilAgarwal #Silver #OFS #MarketTiming #SmartMoney"
X Link 2026-01-31T05:12Z [---] followers, 20.1K engagements
"Very relevant US largecap may generate better Alpha than Indian smallcaps 1) The earnings in the US Tech is expected to grow at 15% CAGR in USD terms. This is roughly 19-20% in INR terms. Even small caps in India struggle to grow at that pace. 2) Top tech firms like Meta Amazon Msft are down at least 20% from peak. And are trading at their 1) The earnings in the US Tech is expected to grow at 15% CAGR in USD terms. This is roughly 19-20% in INR terms. Even small caps in India struggle to grow at that pace. 2) Top tech firms like Meta Amazon Msft are down at least 20% from peak. And are"
X Link 2026-01-31T08:55Z [---] followers, 12.5K engagements
"SAIL Q3 numbers Positive Numbers beat estimates volume growth helped to offset the impact of lower steel realizations Improved cost efficiencies led to a decline in unit costs supporting margins. With recent price hikes Q4 EBITDA per tonne could expand meaningfully setting up a strong earnings outlook. #SAIL #SteelSector #Q3Results #EarningsBeat #MarginExpansion #VolumeGrowth https://twitter.com/i/web/status/2017580743933952151 https://twitter.com/i/web/status/2017580743933952151"
X Link 2026-01-31T12:48Z [---] followers, [---] engagements
"Bitcoin and real diamonds have more in common than people realise Both have no intrinsic cash flow Both derive value largely from perception narrative and belief Both are scarcity stories sold aggressively through marketing Both see demand fluctuate with sentiment not utility Food for thought. #Bitcoin #Diamonds #HardTruths #MarketPsychology https://twitter.com/i/web/status/2017623388471414816 https://twitter.com/i/web/status/2017623388471414816"
X Link 2026-01-31T15:37Z [---] followers, [---] engagements
"GOLD SILVER CRASH IMPACT Silver on MCX opens at [----] lk/kg down 6% vs Fridays close of [----] lk/kg Gold on MCX opens at [----] lk/10 gm down 3% vs Fridays close of [----] lk/10 gm MCX DOWN [--] % HIND ZINC DOWN [--] % VEDANTA DOWN [--] % NALCO DOWN [--] % #preciousmetal #gold #silver Anil Agarwal best trader in town 😄 HindZinc offloads stake via OFS Exactly at the peak of silver prices Timing so perfect. #HindZinc #AnilAgarwal #Silver #OFS #MarketTiming #SmartMoney https://t.co/BLJjdMPRk4 Anil Agarwal best trader in town 😄 HindZinc offloads stake via OFS Exactly at the peak of silver prices Timing so"
X Link 2026-02-01T03:55Z [---] followers, [---] engagements
"Bitcoin crashed 48% from its highs Now trading at $78700 #bitcoin #crypto Bitcoin and real diamonds have more in common than people realise Both have no intrinsic cash flow Both derive value largely from perception narrative and belief Both are scarcity stories sold aggressively through marketing Both see demand fluctuate with sentiment not https://t.co/7RYUshOSt0 Bitcoin and real diamonds have more in common than people realise Both have no intrinsic cash flow Both derive value largely from perception narrative and belief Both are scarcity stories sold aggressively through marketing Both see"
X Link 2026-02-01T03:58Z [---] followers, [---] engagements
"Massive sell-off in Metals 🚨 Nifty Metal index cracks 7%+ Hind Zinc hits 20% lower circuit Vedanta slides 14% Feels like the world is ending for metals today #Metals #vedanta #hindzinc"
X Link 2026-02-01T04:21Z [---] followers, [---] engagements
"Some questions worth asking 👇 Where is the EV & industrial demand in Silver now What happened to the so-called valuation comfort in Vedanta Reality check: Stop chasing momentum every single day. You need to be wrong just one day for a years gains to get wiped off. #Markets #HardTruths #RiskManagement #Investing #Momentum Massive sell-off in Metals 🚨 Nifty Metal index cracks 7%+ Hind Zinc hits 20% lower circuit Vedanta slides 14% Feels like the world is ending for metals today #Metals #vedanta #hindzinc https://t.co/31da7erfuK Massive sell-off in Metals 🚨 Nifty Metal index cracks 7%+ Hind"
X Link 2026-02-01T04:28Z [---] followers, [---] engagements
"Why is Hind Zinc down 20% Silver down 58% from highs Fall started Friday night Every $1 per oz move in Silver means around 1% impact on HZL EBITDA Weekend fall in Silver prices is now getting discounted into current stock prices #HindZinc #Silver #Commodities #MarketLogic #Stocks #Risk https://twitter.com/i/web/status/2017819854171214109 https://twitter.com/i/web/status/2017819854171214109"
X Link 2026-02-01T04:38Z [---] followers, [---] engagements
"True. Global headwinds leave little room for populism. Budget will need fiscal discipline and targeted risk-taking capex manufacturing exports. Too much conservatism slows growth. Too much adventurism spooks markets. Balance is the real challenge. #Budget faces the most hostile global Enviroment seen in decades . Will have to be a mix of conservatism and adventurism says Sajid Chenoy on @CNBCTV18News @CNBCTV18Live #BudgetWithCNBCTV18 #Budget faces the most hostile global Enviroment seen in decades . Will have to be a mix of conservatism and adventurism says Sajid Chenoy on @CNBCTV18News"
X Link 2026-02-01T04:56Z [---] followers, [---] engagements
"Stay away from budget-theme stocks like HAL BEL BHEL. Too much optimism already priced in. Crowded long positions everywhere. At such extremes volatility explodes. Operators will drive retailers crazy. #StockMarket #BudgetTrades #RetailInvestors #MarketOperators #budget2026 #defence https://twitter.com/i/web/status/2017831880234832008 https://twitter.com/i/web/status/2017831880234832008"
X Link 2026-02-01T05:26Z [---] followers, [----] engagements
"EXPECTATIONS 📢 Budget to focus on DEFENCE REALITY 📉 Nifty Defence -4% HAL -4% BEL -4% GRSE -5% Optimism was priced in much earlier. Budget day just triggered profit booking Markets dont care about narratives. #BudgetReality #DefenceStocks #HAL #BEL #GRSE #NiftyDefence #Markets https://twitter.com/i/web/status/2017853870760988915 https://twitter.com/i/web/status/2017853870760988915"
X Link 2026-02-01T06:53Z [---] followers, [---] engagements
"Bloodbath in Indian markets 🩸📉 Budget delivers nothing compelling to attract FIIs. No big reforms no global cues no fresh triggers risk-off mood dominates. #IndianMarkets #Budget2026 #FIIs #MarketCrash #DalalStreet #RiskOff"
X Link 2026-02-01T07:02Z [---] followers, [---] engagements
"As expected Defense stocks down 3-4% #budget2026 #defence Stay away from budget-theme stocks like HAL BEL BHEL. Too much optimism already priced in. Crowded long positions everywhere. At such extremes volatility explodes. Operators will drive retailers crazy. #StockMarket #BudgetTrades #RetailInvestors #MarketOperators Stay away from budget-theme stocks like HAL BEL BHEL. Too much optimism already priced in. Crowded long positions everywhere. At such extremes volatility explodes. Operators will drive retailers crazy. #StockMarket #BudgetTrades #RetailInvestors #MarketOperators"
X Link 2026-02-01T07:33Z [---] followers, [---] engagements
"Why #Nifty can drift towards [-----] post #Budget2026 STT hike on F&O dents trading sentiment Defence lacks any big-bang trigger PSU Banks correct as FII limit hopes fade FY27 capex below Street expectations Metals remain volatile amid weak global cues Jan GST numbers fail to excite Rupee stays under pressure USIndia trade deal overhang persists #Nifty50 #Markets #BudgetReaction #IndianMarkets #Sensex #FNO #Economy 🚨 Nifty View: Expecting a Dip to [-----] 📊 Every major Nifty rally when started from [---] moving average in the past has retested its 300-day moving average within a year a pattern"
X Link 2026-02-01T08:58Z [---] followers, [---] engagements
"Budget [----] Compiled and summarised #Budget2026 #Markets #Investing #STT"
X Link 2026-02-01T15:16Z [---] followers, [---] engagements
"What next for NIFTY [--] 📉➡📈 NIFTY has consistently bottomed near the 75-week moving average since Covid. With a gap-down opening likely tomorrow eyes on [-----] the 75-WMA zone. 👉 Any dip towards [-----] is a buying opportunity #NIFTY50 #Markets #TechnicalAnalysis #BuyTheDip #IndianMarkets https://twitter.com/i/web/status/2017985735505444962 https://twitter.com/i/web/status/2017985735505444962"
X Link 2026-02-01T15:37Z [---] followers, [----] engagements
"Sometimes life feels painfull No one to truly understand No one to really care. Responsibilities dont pause. They just pile up. Those are the toughest days. #Motivation #thoughts"
X Link 2026-02-01T19:15Z [---] followers, [---] engagements
"Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has helped in bottom formation Valuations are below the [--] year averages #SectorRotation #NiftyFMCG #IndianMarkets #StockMarketIndia #Investing #MarketCycles #TechnicalAnalysis https://twitter.com/i/web/status/2018499445713985848 https://twitter.com/i/web/status/2018499445713985848"
X Link 2026-02-03T01:39Z [---] followers, [----] engagements
"Sharp spike in HEG and Graphite India First EU now US #heg #graphitelectrodes #graphite USIndia Trade Deal: Quiet Winners Graphite Electrode space turns positive HEG & Graphite India are direct beneficiaries of this deal Both have meaningful exposure to the US market and were earlier absorbing reciprocal tariffs as passing them on to customers wasnt USIndia Trade Deal: Quiet Winners Graphite Electrode space turns positive HEG & Graphite India are direct beneficiaries of this deal Both have meaningful exposure to the US market and were earlier absorbing reciprocal tariffs as passing them on to"
X Link 2026-02-03T06:34Z [---] followers, [---] engagements
"Can go long on FMCG through ICICI Prudential Nifty FMCG ETF NSE SYMBOL : FMCGIETF #Nifty50 #Niftyfmcg Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has helped in bottom https://t.co/v16P9beklc Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the"
X Link 2026-02-03T08:06Z [---] followers, [---] engagements
"Well explained. Important to not look only at the greener side of the US trade deal. Ignore noise from news channels & social media. Apply your own logic. This trade deal is not everything for India. #USTradeDeal #IndiaEconomy #MacroView #ThinkIndependently #Markets #TradePolicy Just so that I don't misunderstand the trade deal: we have had exports of $ [--] BILLION to US imports of around [--] billion . Surplus of [--] billion dollars. Now we will still export the same but import $ [---] billion without duty right Even assuming this is over say [--] years Just so that I don't misunderstand the trade"
X Link 2026-02-03T14:09Z [---] followers, [---] engagements
"Short Silver at $87/oz Technical setup looks weak. [--] EMA at $88/oz acting as strong resistance. The bounce looks strong enough to initiate fresh shorts. #Silver #Commodities #TechnicalAnalysis #TradingView #ShortTrade #Metals #Markets"
X Link 2026-02-03T16:57Z [---] followers, [----] engagements
"Bloodbath in Indian IT tomorrow Infosys ADR -5% Wipro ADR -6% Cognizant -10% Gartner -25% US tech sell-off signals a weak opening for IT stocks in India #ITStocks #NiftyIT #Markets"
X Link 2026-02-03T17:00Z [---] followers, [----] engagements
"Called the silver short [--] hour ago. Silver down almost 5%. Process noise. #Silver #Trading #Commodities #PriceAction #RiskManagement #Markets Short Silver at $87/oz Technical setup looks weak. [--] EMA at $88/oz acting as strong resistance. The bounce looks strong enough to initiate fresh shorts. #Silver #Commodities #TechnicalAnalysis #TradingView #ShortTrade #Metals #Markets https://t.co/WJnOA1Bwx2 Short Silver at $87/oz Technical setup looks weak. [--] EMA at $88/oz acting as strong resistance. The bounce looks strong enough to initiate fresh shorts. #Silver #Commodities #TechnicalAnalysis"
X Link 2026-02-03T18:36Z [---] followers, [---] engagements
"True hedge thinking. Dont fight disruption emotionally hedge it financially. If AI fails your skills still pay. If AI wins your capital works for you. Adaptation resistance. #AI #IndianIt #NiftyIT If AI is taking away your job your investments should go to AI. This sounds contrary but think about it. 1) If AI fails: your job gets saved. You survive. 2) If AI booms & your job fails: your investments offset your job loss. If AI is taking away your job your investments should go to AI. This sounds contrary but think about it. 1) If AI fails: your job gets saved. You survive. 2) If AI booms &"
X Link 2026-02-04T06:03Z [---] followers, [---] engagements
"Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down 55% from highs 🔹 Gold down 15% from highs 🔹 Bitcoin down 78% from highs 🔹 Equities mostly stable #Bitcoin #Crypto #Markets #Liquidity #Gold #Silver #Stocks #Macro"
X Link 2026-02-05T06:48Z [---] followers, [---] engagements
"Motilal Oswal Nasdaq [---] ETF Interesting ETF to keep on watch Better to be with global leaders. Indian IT may or may not do well in the near term Tech giants like Meta can comfortably compound at 20%+ Motilal Nasdaq [---] ETF can be a proxy play on the IT / AI theme Sometimes the safer bet is the strongest player. 💪 #Nasdaq100 #MotilalOswal #TechStocks #AI #Investing #ITTheme https://twitter.com/i/web/status/2019305313611182505 https://twitter.com/i/web/status/2019305313611182505"
X Link 2026-02-05T07:01Z [---] followers, [---] engagements
"Bitcoin now trading at $67000 Massive fall in entire crypto ecosystem Massive wealth erosion across equities Commodoties and Cryptos for retail investors #Crypto #Bitcoin Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down 55% from highs 🔹 Gold down 15% from highs 🔹 Bitcoin down 78% from highs 🔹 Equities mostly stable #Bitcoin #Crypto #Markets #Liquidity #Gold #Silver #Stocks #Macro https://t.co/Q5RlV37sNc Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down 55% from highs 🔹 Gold down 15% from highs 🔹 Bitcoin"
X Link 2026-02-05T16:01Z [---] followers, [---] engagements
"Made an X post this morning Bitcoin expected to fall from $ [-----] to $65000 Boom : Bitcoin trading at $65000 No narratives. No noise. Just pure technicals playing out cleanly. #Bitcoin #BTC #Crypto #TechnicalAnalysis #Trading Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down 55% from highs 🔹 Gold down 15% from highs 🔹 Bitcoin down 78% from highs 🔹 Equities mostly stable #Bitcoin #Crypto #Markets #Liquidity #Gold #Silver #Stocks #Macro https://t.co/Q5RlV37sNc Bitcoin approaching $65000 🟠 Where is all the surplus liquidity flowing 🤔 🔹 Silver down"
X Link 2026-02-05T19:55Z [---] followers, [---] engagements
"ITC up 5%🔥 Tiger abhi zinda hai 🐯 #ITC #FMCG #NIFTY50 Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has helped in bottom https://t.co/v16P9beklc Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has"
X Link 2026-02-06T06:18Z [---] followers, [---] engagements
"Nifty FMCG up 2% This is just the beginning The best for consumption is yet to come Slight Inflation Picks Up-RBI Says Credit Growth Multi-Month High Rate Cut Benefits Coming-Income Tax and GST @Sharad9Dubey Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important edges in the market. Nifty FMCG looks poised for a strong upside over the next [--] months Trading near the 200-week moving average Sharp correction has helped in bottom https://t.co/v16P9beklc Now FMCG is ready to lead the next rally Understanding sector rotation is one of the most important"
X Link 2026-02-06T08:51Z [---] followers, [---] engagements
"PFCREC consolidation is a big positive PFC acquires [-----] percent in REC What it means One giant power financier Lower cost of funds No internal competition Stronger balance sheet Clear government backing #PFC #REC #PSU #PowerSector #IndiaInfra #Markets"
X Link 2026-02-06T12:18Z [---] followers, [----] engagements
"U.S.India Trade Deal (Quick Read) 🤝 Interim trade pact signed; full BTA talks ongoing India cuts tariffs on U.S. industrial goods agri food wine & oils U.S. keeps 18% tariff for now relief later likely for textiles leather chemicals pharma gems & aircraft parts Strong push on tech GPUs data centers & digital trade India to buy $500B of U.S. energy aircraft & tech in [--] years #IndiaUS #TradeDeal #Tariffs #Pharma #Textiles #Technology"
X Link 2026-02-07T02:46Z [---] followers, [---] engagements
"Thought remains the same. Huge gap-ups are not sustainable. Nifty likely to decline and fill these gaps again within a week. #Nifty #StockMarket #IndianMarkets #TradingView #MarketOutlook Nifty up [---] points Close all long positions Convert small/microcaps into ETFs The worst is not over yet. Such big gap ups don't sustain #nifty50 #indianmarkets #microcaps #smallcaps #midcaps https://t.co/yzxQnlnmfr Nifty up [---] points Close all long positions Convert small/microcaps into ETFs The worst is not over yet. Such big gap ups don't sustain #nifty50 #indianmarkets #microcaps #smallcaps #midcaps"
X Link 2026-02-09T03:35Z [---] followers, [---] engagements
"@ankit_investing Retail money is piling into precious metals that usually happens near the top not the bottom. Silver already up 161% YoY Gold up 76% YoY Riskreward no longer favors Gold & Silver. One might have limited downside by staying away"
X Link 2026-02-10T11:10Z [---] followers, [----] engagements
"Titan Ltd Strong Q3 FY26 performance Revenue Rs [-----] Cr up 40% YoY PAT Rs [----] Cr up 61% YoY Jewellery remains the key driver with 42% growth Watches up [--] percent EyeCare up [--] percent Damas UAE acquisition of [--] percent completed post quarter FY26 expected EPS around Rs [--] At 80x PE fair value works out to Rs [----] Consistent execution by a quality compounder #Titan #TitanCompany #IndianStocks #QualityStocks https://twitter.com/i/web/status/2021228141495320685 https://twitter.com/i/web/status/2021228141495320685"
X Link 2026-02-10T14:21Z [---] followers, [---] engagements
"@Indianequities1 You will see this Tommorow morning on news channels"
X Link 2026-02-10T17:17Z [---] followers, [--] engagements
"Dont start again with data centres and EV demand narratives Silver is up [--] percent But where did those same strong reasons go when it crashed from $120 Stories stay bullish at the top Silence takes over at the bottom Commodity moves are driven more by liquidity and positioning than headlines #Silver #Commodities #MarketCycles #Investing https://twitter.com/i/web/status/2021581658068271206 https://twitter.com/i/web/status/2021581658068271206"
X Link 2026-02-11T13:46Z [---] followers, [---] engagements
"Nifty view Positive Nifty has respected this trendline support [--] times now marking a strong bottom each time In next [--] months after previous touches Nifty delivered average returns of around 20%. Even if we assume a conservative upside of 15% Target on Nifty comes around [-----] within the next [--] months Every meaningful dip looks like a solid buying opportunity. Note: Nifty at 22.7x is not exactly undervalued. Time to go heavier on ETFs like: Mirae Asset Nifty [---] Alpha [--] ETF Rs [--] SBI ETF Nifty Next [--] Rs [---] Mirae Asset Nifty Smallcap [---] Momentum [---] ETF Rs [-----] #Nifty #Nifty50"
X Link 2026-02-11T16:23Z [---] followers, [----] engagements
"Negative for Hindalco Novelis update Expecting minimum 5% gapdown tommorow Earlier free cash flow impact was guided at $550650 million now revised sharply higher to $1.31.6 billion Oswego plant restart timeline pushed to post late Q2 CY26 delaying recovery visibility Cash flow hit translates to roughly Rs [-----] crore with 7080% insurance recoverable Even after insurance net impact on the higher side could still be around Rs [----] crore #Hindalco #Novelis #OswegoPlant #StockMarketIndia #EarningsImpact #FreeCashFlow #MetalStocks https://twitter.com/i/web/status/2021623261986218484"
X Link 2026-02-11T16:32Z [---] followers, [----] engagements
"Every night routine these days Check global markets Spot some negative news on IT Infosys ADR down 4% Wipro ADR down 4% US weakness = Morning pressure for IT pack Stay cautious. Global cues matter. #StockMarket #ITStocks #Infosys #Wipro #GlobalMarkets #Nifty50"
X Link 2026-02-11T18:00Z [---] followers, [----] engagements
"Infosys ADR down 4% Wipro ADR down 3% #Infosys #Wipro #IT Every night routine these days Check global markets Spot some negative news on IT Infosys ADR down 4% Wipro ADR down 4% US weakness = Morning pressure for IT pack Stay cautious. Global cues matter. #StockMarket #ITStocks #Infosys #Wipro #GlobalMarkets #Nifty50 https://t.co/NrE6AwCePx Every night routine these days Check global markets Spot some negative news on IT Infosys ADR down 4% Wipro ADR down 4% US weakness = Morning pressure for IT pack Stay cautious. Global cues matter. #StockMarket #ITStocks #Infosys #Wipro #GlobalMarkets"
X Link 2026-02-12T15:12Z [---] followers, [---] engagements
"Bajaj Holdings CMP Rs [-----] A classic Nifty Next [--] compounder. Every 1520% correction over the last [--] years (ex-Covid) has historically been a buyable dip. Stock clearly trades in a channel Every time stock has hit the lower end of channel Stock has delivered minimum gains of 30% in next 3-4 months #BajajHoldings #NiftyNext50 #StockMarketIndia #BuyTheDip #TechnicalAnalysis #ChannelBreakout #WealthCreation #IndianMarkets https://twitter.com/i/web/status/2021978608513036609 https://twitter.com/i/web/status/2021978608513036609"
X Link 2026-02-12T16:04Z [---] followers, [---] engagements
"Just posted yesterday 👇 Silver facing strong resistance at $87 Looks favourable for short. Boom 💥 Silver now trading at $75 Thats a 14% downside covered in just [--] day. Charts dont lie. 🔥 #Silver #Commodities #Trading #TechnicalAnalysis #ShortTrade Silver facing strong resistance at 87$ [--] Day Moving Average acting as ceiling Decent bounce already played out Risk reward favouring shorts here Watch for rejection near 87$ zone Spot silver at $85/Oz #Silver #Commodities #Trading #TechnicalAnalysis https://t.co/oZZeiAkeyR Silver facing strong resistance at 87$ [--] Day Moving Average acting as"
X Link 2026-02-12T16:54Z [---] followers, [---] engagements
"Sharp fall in Gold prices Within just [--] hour Gold made a low of $4878 From levels of $5070 Thats a fall of roughly 3.8% from the peak. #Gold #preciousmetals #Commodoties This looks like a dead cat bounce in Gold. Gold trading at $5070/oz Smart money uses the bounce. Retail celebrates it. No retail investor wants to sell gold at current levels of $5070. Once price prints a big high ($5598) the mind refuses to accept lower levels. And that https://t.co/uw6WkEsThJ This looks like a dead cat bounce in Gold. Gold trading at $5070/oz Smart money uses the bounce. Retail celebrates it. No retail"
X Link 2026-02-12T16:58Z [---] followers, [---] engagements
"2 machli paani mei gayi Chappak 💦 🐟 Wipro 🐟 Infosys ADRs slipping 49% Nasdaq pressure means again a gapdown on Nifty IT tommorow #TechStocks #ADR #MarketUpdate #IndianMarkets"
X Link 2026-02-12T19:06Z [---] followers, [---] engagements
"Infosys hardly gave 5% return in last [--] years With Tommorow's gapdown it will lose this 5% as well Massive test of patience With No rewards till date #Infosys #NiftyIT #AI"
X Link 2026-02-12T19:12Z [---] followers, [---] engagements
"I guess I was able to predict the downside before the market reacted #Hindalco #HindalcoIndustries #Metals #MetalStocks #Aluminium #Copper Negative for Hindalco Novelis update Expecting minimum 5% gapdown tommorow Earlier free cash flow impact was guided at $550650 million now revised sharply higher to $1.31.6 billion Oswego plant restart timeline pushed to post late Q2 CY26 delaying recovery visibility https://t.co/WejoHByKB9 Negative for Hindalco Novelis update Expecting minimum 5% gapdown tommorow Earlier free cash flow impact was guided at $550650 million now revised sharply higher to"
X Link 2026-02-13T03:40Z [---] followers, [---] engagements
"Biggest monthly fall for Infosys since covid Infosys down over 20% this month so far. #Infosys #indianit #software #Ai Infosys hardly gave 5% return in last [--] years With Tommorow's gapdown it will lose this 5% as well Massive test of patience With No rewards till date #Infosys #NiftyIT #AI https://t.co/UtGLZRUtYX Infosys hardly gave 5% return in last [--] years With Tommorow's gapdown it will lose this 5% as well Massive test of patience With No rewards till date #Infosys #NiftyIT #AI https://t.co/UtGLZRUtYX"
X Link 2026-02-13T04:03Z [---] followers, [---] engagements
"Silver ETFs down over 6% #silver #Commodoties #preciousmetals #Etfs"
X Link 2026-02-13T04:06Z [---] followers, [---] engagements
"Expecting [-----] levels on Nifty in next week Trump tantrums to lead the fall Its a Weekend. #Nifty50 #Indianmarkets #Sensex Since the big gap up on trade deal news Have reiterated to close long positions. Such huge gaps rarely sustain. #Nifty50 #Indianmarkets https://t.co/JfOa9jPyGr Since the big gap up on trade deal news Have reiterated to close long positions. Such huge gaps rarely sustain. #Nifty50 #Indianmarkets https://t.co/JfOa9jPyGr"
X Link 2026-02-13T10:02Z [---] followers, [---] engagements
"Jamna Auto up 30% since this. #Jamnaauto #Niftyauto #autoancillary Jamna Auto Co is targeting Ra [----] crore revenue nearly 2X of FY25 In next [--] years Assuming 8% historical Net Profit margin FY30 PAT will be Rs [---] Cr Implied FY30E P/E will be 12x vs 27x currently #jamnaauto #stockstowatch Jamna Auto Co is targeting Ra [----] crore revenue nearly 2X of FY25 In next [--] years Assuming 8% historical Net Profit margin FY30 PAT will be Rs [---] Cr Implied FY30E P/E will be 12x vs 27x currently #jamnaauto #stockstowatch"
X Link 2026-02-16T04:53Z [---] followers, [---] engagements
"Hospitals 🏥 Long-term Theme Fortis Apollo Max Healthcare Among the most resilient sectors in India Structural margin expansion still ahead High entry barriers make the model hard to replicate Even global players or AI pose limited disruption risk Over a decade this can be a solid wealth-creation space Valuations however remain the key risk However Apollo and Max are trading below their [--] year average valuations Technical comfort: all stocks are trading around/below [---] EMA #Hospitals #LongTermTheme #IndianHealthcare #ApolloHospitals #MaxHealthcare #Fortis"
X Link 2026-01-14T13:38Z [---] followers, [---] engagements
"Emkay on HEG Maintain Buy with TP of Rs [---] Strong Q3 numbers Margins expand sharply despite weak industry pricing. Hydel income provides an added earnings boost. Graphite electrode cycle appears near the bottom. Profits surge on better cost control and efficiency. #HEG #Q3Results #StockMarket #CyclicalStocks #IndianMarkets https://twitter.com/i/web/status/2021233647639199873 https://twitter.com/i/web/status/2021233647639199873"
X Link 2026-02-10T14:43Z [---] followers, [----] engagements
"Interesting Bulk Deals to Track 👀 Rama Steel Tubes: Shankar Sharma exits [--] crore shares at Rs [----] Restaurant Brands Asia MIT (Massachusetts Institute of Technology) sells [----] crore shares at Rs [-----] Tourism Finance Corp: Ekta Halwasiya buys [--] lakh shares at Rs [-----] Big names trimming exposure selective buying continues #BulkDeals #SmartMoney #IndianMarkets #StocksToWatch #nseindia https://twitter.com/i/web/status/2013987843811782822 https://twitter.com/i/web/status/2013987843811782822"
X Link 2026-01-21T14:51Z [---] followers, [---] engagements
"This looks like a dead cat bounce in Gold. Gold trading at $5070/oz Smart money uses the bounce. Retail celebrates it. No retail investor wants to sell gold at current levels of $5070. Once price prints a big high ($5598) the mind refuses to accept lower levels. And that psychology Is exactly how gains get wiped out. #Gold #Commodities #DeadCatBounce #TradingPsychology #Markets https://twitter.com/i/web/status/2021972148718641592 https://twitter.com/i/web/status/2021972148718641592"
X Link 2026-02-12T15:38Z [---] followers, [----] engagements
"Happiest Minds IPO Price: Rs [---] Listed at: Rs [---] Made high of Rs [----] in [--] year post listing [--] years later: Back near IPO price #HappiestMinds #StockMarket #IPO #Investing #MarketLessons"
X Link 2026-02-13T06:33Z [---] followers, [---] engagements
"Infosys ADR up 5% Wipro ADR up 2% #NiftyIT #Infosys #Wipro @GhaiJasmeetS @Reematendulkar"
X Link 2026-02-13T14:51Z [---] followers, [---] engagements
"Happiest Minds [---] 🚀 Happiest Minds is going all-in on AI: AI team set to double to 1000+people by FY27 Targeting $50M+ GenAI revenue over next [--] years FY26 exit run-rate seen around $8M in GenAI From digital play to AI-first narrative Execution will be key factor to watch #HappiestMinds #AI #GenAI #ITStocks #DigitalTransformation Happiest Minds IPO Price: Rs [---] Listed at: Rs [---] Made high of Rs [----] in [--] year post listing [--] years later: Back near IPO price #HappiestMinds #StockMarket #IPO #Investing #MarketLessons https://t.co/ra5dkOYpf3 Happiest Minds IPO Price: Rs [---] Listed at: Rs 351"
X Link 2026-02-14T06:23Z [---] followers, [---] engagements
"Current scenario There is still some room for the ratio to decline slightly meaning gold may have some upside and Nifty may have some downside But importantly The ratio is already very close to bottom levels 👉 Medium term view: Better to sell gold and accumulate Nifty"
X Link 2026-02-15T05:04Z [---] followers, [--] engagements
"What history tells us [----] Ratio bottomed in Aug [----] That is when gold made a major TOP And Nifty formed a BOTTOM [----] Ratio was at TOP levels After that Gold rallied strongly And Nifty saw a sharp crash"
X Link 2026-02-15T05:05Z [---] followers, [---] engagements
"Simple takeaway Top of ratio Gold leadership Bottom of ratio Nifty leadership And right now we are near bottom territory"
X Link 2026-02-15T05:05Z [---] followers, [--] engagements
"Nifty Realty Negative The worst is not over. Past [--] weeks look like just a dead cat bounce. Expecting 1517% downside in the near term. Stay cautious. #NiftyRealty #Markets #RealEstate #TechnicalAnalysis"
X Link 2026-02-14T14:37Z [---] followers, [---] engagements
"Banks & NBFCs (The top looks in place) Strong resistance near the upper band of the long-term trendline. Risk-reward no longer favourable here. Expecting a sharp correction across the Banking & NBFC space going ahead. #Markets #BankNifty #NBFC #TechnicalAnalysis"
X Link 2026-02-14T14:12Z [---] followers, [---] engagements
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