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[@MadAboutStocks_](/creator/twitter/MadAboutStocks_)
"Didnt see this coming 😃 Varun Beverages . Disc : Not invested"  
[X Link](https://x.com/MadAboutStocks_/status/1963789486766354645) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-09-05T02:21Z 9391 followers, 1829 engagements


"A MD of a SEMICON Co. told me this yesterday: XX% of BOM of any AI Investment is Memory & Storage ❤ Inquisitive what about the rest Heres a quick breakdown: Compute (GPUs/AI chips): 4050% Memory (HBM DRAM): 2530% Storage (SSD / NAND): XXX% Other components (Power Cooling Networking Chassis etc.): remainder Interestingly in India literally No one discusses Memory & Storage because you dont have a direct stock to bet😅 #Journaling #Semiconductors #AI BOM : Bill of Materials 🎯"  
[X Link](https://x.com/MadAboutStocks_/status/1976451805044408649) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-10T00:56Z 9389 followers, 2114 engagements


"Did you stop investing in the banking sector after the YES BANK 🏦 fiasco Then why single out SME scams Sure there are bad actors everywhere and thorough research is a must but claiming that all SMEs are crooks That honestly makes me chuckle 🤭"  
[X Link](https://x.com/MadAboutStocks_/status/1978636665796100557) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-16T01:38Z 9389 followers, XXX engagements


"@soicfinance No matter whether Ice Cream 🍨 wins or Cold Drinks 🥤. They BOTH will need cooling / Fridge & fridge in turn will definitely need COMPRESSOR 😅 YKWIM"  
[X Link](https://x.com/MadAboutStocks_/status/1978769838798496219) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-16T10:27Z 9389 followers, XXX engagements


"Just realised I have X Dashing PROMOTERS who are replicating in India what Mark Leonard has done with CONSTELLATION 🎯 Keep surging A&B 😃🍀 Both are my existing #FMFs"  
[X Link](https://x.com/MadAboutStocks_/status/1979081359856668904) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-17T07:05Z 9390 followers, XXX engagements


"As a Microcap Investor I love the setup ❤ #Samvat #Samvat2082"  
[X Link](https://x.com/MadAboutStocks_/status/1979377712784642365) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-18T02:43Z 9391 followers, 1391 engagements


"My largest international holding just wished me a Happy Diwali 🪔 While sitting at a new all-time high ❤"  
[X Link](https://x.com/MadAboutStocks_/status/1980267646139638179) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-20T13:39Z 9398 followers, 1437 engagements


"SAMVAT 2082 starts with +0.88% 😇 Happy Diwali 🪔"  
[X Link](https://x.com/MadAboutStocks_/status/1980560317764800566) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-21T09:02Z 9400 followers, XXX engagements


"1 from each 😊 Large Cap : BEL from last X years ✅ Mid Cap : Fortis from last X years ✅ Small Cap : Havent disclosed yet but holding since 2021 ✅ #HappyDiwali"  
[X Link](https://x.com/MadAboutStocks_/status/1980598147916398856) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-21T11:32Z 9399 followers, 2301 engagements


"Many said CAMPA COLA is a hawa 😃 Look what it has done to the so called MIGHTY VARUN BEVERAGES 😃 Mota Bhai paani pilayega to the Jaipurias Disc : Not invested "  
[X Link](https://x.com/MadAboutStocks_/status/1965444783863988584) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-09-09T15:58Z 9390 followers, 18.8K engagements


"2025 is about CONSOLIDATION❤ Said Gooodbye TWO more #PFs this September. Here is my disclosure: #PF13 was SBI LIFE #PF16 was AAVAS FINANCIERS Their Allocation was becoming very small & hence didnt make sense from a PORTFOLIO pov I continue to be a RARE SELLER so these posts will be rare 🙏 So my PFs are now down to 19-2 : XX 🎯 I intend to end 2025 with just XX PFs ✅ For the new Followers: #PF stands for PORTFOLIO 💼 while I intend them ALL to HOLD for at least XX years exiting these two to load some of my other existing PFs 😃 Probably I will he WRONG here like all my earlier SELLS 😅"  
[X Link](https://x.com/MadAboutStocks_/status/1975564304368697710) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-07T14:10Z 9397 followers, 2431 engagements


"A brilliant article by the erstwhile Secretary of Ministry of Shipping . Imagine INDIA had the edge & South Korea came to visit Cochin Shipyard to see us But i guess we lacked thought leadership back then which is NOT the case anymore . Madhu Nair is a name that the INDUSTRY RESPECTS globally I have said it earlier will say in again . India is enroute becoming a SHIP BUILDING & REPAIR GIANT 🎯 ( Will take another 7-10 years) but the journey started in 2019/2020 ✅ I own #CochinShipyard for the last 8+ years & I am heavily BIASED 🙏 #PF9 No Recommendation"  
[X Link](https://x.com/MadAboutStocks_/status/1978993981775310944) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-17T01:18Z 9391 followers, 1832 engagements


"@DEBU_NEOGI Dada which book"  
[X Link](https://x.com/MadAboutStocks_/status/1980591916283752760) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-21T11:08Z 9398 followers, XXX engagements


"If WELLNESS grows at 20-25% for. EXT X years Portfolio will do dil garden garden 🪴"  
[X Link](https://x.com/MadAboutStocks_/status/1980838943252967684) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-22T03:29Z 9399 followers, XXX engagements


"Investors ka Diwali 🪔 Kal GIFT NIFTY now +1.33% 😍 SAMVAT 2082 begins with TARIFF REVERSAL"  
[X Link](https://x.com/MadAboutStocks_/status/1980921936281772392) [@MadAboutStocks_](/creator/x/MadAboutStocks_) 2025-10-22T08:59Z 9399 followers, XXX engagements