# ![@itsTarH Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1228362639891296256.png) @itsTarH Tar ⚡

Tar ⚡ posts on X about india, ai, stocks, market the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1228362639891296256/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228362639891296256/c:line/m:interactions.svg)

- [--] Week [-------] -19%
- [--] Month [---------] +51%
- [--] Months [---------] +85%
- [--] Year [----------] +21%

### Mentions: [--] [#](/creator/twitter::1228362639891296256/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228362639891296256/c:line/m:posts_active.svg)

- [--] Week [--] -25%
- [--] Month [---] +55%
- [--] Months [---] +85%
- [--] Year [---] +44%

### Followers: [-------] [#](/creator/twitter::1228362639891296256/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228362639891296256/c:line/m:followers.svg)

- [--] Week [-------] +0.12%
- [--] Month [-------] +1.20%
- [--] Months [-------] +6%
- [--] Year [-------] +11%

### CreatorRank: [-------] [#](/creator/twitter::1228362639891296256/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1228362639891296256/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33.06% [countries](/list/countries)  18.55% [technology brands](/list/technology-brands)  12.1% [stocks](/list/stocks)  10.48% [currencies](/list/currencies)  3.23% [travel destinations](/list/travel-destinations)  2.42% [financial services](/list/financial-services)  1.61% [social networks](/list/social-networks)  1.61% [luxury brands](/list/luxury-brands)  0.81% [exchanges](/list/exchanges)  0.81%

**Social topic influence**
[india](/topic/india) 13.71%, [ai](/topic/ai) 8.06%, [stocks](/topic/stocks) #1612, [market](/topic/market) #577, [china](/topic/china) 6.45%, [company](/topic/company) 5.65%, [thread](/topic/thread) 5.65%, [paid](/topic/paid) 4.84%, [growth](/topic/growth) 4.03%, [data](/topic/data) 4.03%

**Top accounts mentioned or mentioned by**
[@soicfinance](/creator/undefined) [@infosys](/creator/undefined) [@nalanda_way](/creator/undefined) [@outspokengeek](/creator/undefined) [@atvamc](/creator/undefined) [@prafullsabat](/creator/undefined) [@ashish_frnds](/creator/undefined) [@openai](/creator/undefined) [@sarvamai](/creator/undefined) [@substack](/creator/undefined) [@goldmansachs](/creator/undefined) [@chrisjbakke](/creator/undefined) [@mohammed11saleh](/creator/undefined) [@sidhant](/creator/undefined) [@claudeai](/creator/undefined) [@ikaasid](/creator/undefined) [@sumitgaroriya](/creator/undefined) [@niftyalpha](/creator/undefined) [@shunya_0017](/creator/undefined) [@romance_bbuddy](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bloom Energy Corporation (BE)](/topic/$be)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Hello @Infosys Instead of your 18Kcr ($ [--] Billion) share buyback program If you put in half of that towards setting up a small AI lab in India your share price will double in a couple of months Thank you for your attention to this matter"  
[X Link](https://x.com/itsTarH/status/1966464874638360988)  2025-09-12T11:32Z 135.9K followers, 139K engagements


"New Earnings Cycle is Starting Credit Growth is usually a precursor to corporate earnings growth India's credit growth has rebound to 14.5% after slowing down last year https://t.co/SgkBoaV9au Credit Growth is usually a precursor to corporate earnings growth India's credit growth has rebound to 14.5% after slowing down last year https://t.co/SgkBoaV9au"  
[X Link](https://x.com/itsTarH/status/2021257835271561439)  2026-02-10T16:19Z 135.9K followers, 109.3K engagements


"This is entirely AI generated"  
[X Link](https://x.com/itsTarH/status/2021627390120914991)  2026-02-11T16:48Z 135.9K followers, 27K engagements


"Same Model (Bytedance Seedance 2.0) another video"  
[X Link](https://x.com/itsTarH/status/2021633404631232681)  2026-02-11T17:12Z 135.9K followers, [----] engagements


"S&P has barely moved yet most of the high flying stocks are down 30% since Also a good test to find true strength Some (like those supplying memory chips) have barely budged and instead moved higher Same with the likes of AMD who is holding on even after a big gap up Correction starting in US stocks from today Correction starting in US stocks from today"  
[X Link](https://x.com/itsTarH/status/1981016199854260593)  2025-10-22T15:14Z 135.8K followers, 28.9K engagements


"The top four best performing stocks in S&P [---] this year are all memory stocks Networking is believed as the next memory but both have wildly different structures Memory is more commodity like networking is opposite Tech & choice of company matters more here Example Lumentum Holdings operate in a completely different space than a Cisco Most of the networking is also selling at bonkers multiple unlike memory which had advantage of multiple expansion Networking is more sticky and less commodity like Either case most of the good is already priced in both themes with new positions in either"  
[X Link](https://x.com/itsTarH/status/2006266162049605900)  2025-12-31T07:28Z 135.8K followers, 24.7K engagements


"De Beers lobby working extra hard Well well - Indias New Diamond Rule: Only a Natural Diamond Can Be Called a Diamond: PTI Well well - Indias New Diamond Rule: Only a Natural Diamond Can Be Called a Diamond: PTI"  
[X Link](https://x.com/itsTarH/status/2013450030183498224)  2026-01-20T03:14Z 135.7K followers, 54K engagements


"#MTARTech is the only Indian listed AI proxy play The Bloom Energy impact is evident in this qtrs financials Operating Leverage should play out from here with EBITDA margins expanding back to 30%+ range FY28 Rev should be 2200-3000cr D: Invested with avg of [----] biased"  
[X Link](https://x.com/itsTarH/status/2017102791345610855)  2026-01-30T05:09Z 135.8K followers, 43.6K engagements


"Check out Moltbook Its like Reddit but for just AI Agents There are no humans here Its AI conversing and collaborating with each other A social media site just for AI without any human intervention https://www.moltbook.com/ https://www.moltbook.com/"  
[X Link](https://x.com/itsTarH/status/2017300358394257691)  2026-01-30T18:14Z 135.9K followers, 26.1K engagements


"Budget is actually pretty decent if you read the main document & analyse sector/scheme wise spends They are able to do this much while maintaining & reducing the fiscal deficit + giving GST/personal income tax cuts STT will hurt exchanges Govt treats F&O just like sin goods Themes are clear: push on manufacturing MSME and employment Below is breakdown of scheme/theme wise spend trends https://twitter.com/i/web/status/2017869571416379764 https://twitter.com/i/web/status/2017869571416379764"  
[X Link](https://x.com/itsTarH/status/2017869571416379764)  2026-02-01T07:56Z 135.8K followers, 111.5K engagements


"#BudgetInsights 3% global market share in PCB manufacturing by [----] $5B Defence equipment export target Electronics PLI increased to 40Kcr Auto PLI to 5Kcr Govt wants to reduce Urea imports & promote SSP fertilizer 3x Nuclear Capacity in next [--] years No BCD on any nuclear component import These are just some of the themes hidden in scheme and item wise analysis of Budget [----] Shared a very detailed analysis of all #Budget2026 themes with the members of #TheWrap🌯 Recording now available on the website https://thewrap.investkaroindia.in https://thewrap.investkaroindia.in"  
[X Link](https://x.com/itsTarH/status/2018170291458121924)  2026-02-02T03:51Z 135.8K followers, 24.9K engagements


"@soicfinance Smallcap [---] Index Earnings Trend 110/250 declared Just need a push on sales growth should happen from Q4 hopefully 🤞"  
[X Link](https://x.com/itsTarH/status/2018336381085565351)  2026-02-02T14:51Z 135.7K followers, [----] engagements


"Massive Short Covering Tomorrow FIIs hold [--] long position for every [---] short positions Gift Nifty is up 4% and holding 88% of FII index futures positions are on the short side"  
[X Link](https://x.com/itsTarH/status/2018399491297255671)  2026-02-02T19:01Z 135.7K followers, 63.8K engagements


"112 stocks are up 10% or more today Highest ever since covid reversal"  
[X Link](https://x.com/itsTarH/status/2018614639370944609)  2026-02-03T09:16Z 135.8K followers, 29.5K engagements


"SaaSpocalypse"  
[X Link](https://x.com/itsTarH/status/2018891937080897933)  2026-02-04T03:38Z 135.8K followers, 22.4K engagements


"Week [--] of improving Market Breadth Market Breadth wise we likely bottomed out around 23rd Jan (will only know this in hindsight) Earnings trajectory also looking good 1184/5165 earnings declared so far Posted this last year in Feb [----] We bottomed out same month Same indicators are now flashing oversold signs again Posted this last year in Feb [----] We bottomed out same month Same indicators are now flashing oversold signs again"  
[X Link](https://x.com/itsTarH/status/2018999838273319188)  2026-02-04T10:47Z 135.8K followers, 16.9K engagements


"Smallcap [---] 136/250 earnings declared"  
[X Link](https://x.com/itsTarH/status/2019000058109370705)  2026-02-04T10:48Z 135.8K followers, [----] engagements


"Gazab bezzati hai bhai @OpenAI"  
[X Link](https://x.com/itsTarH/status/2019073073853726867)  2026-02-04T15:38Z 135.8K followers, 23.4K engagements


"Early signs of rotation from Growth to Value taking place in US stocks (DJI & DJT up NDX down) Great because [--]. Cancels all narratives of 'bubble' [--]. Self corrects (time/price) the growth stocks [--]. Extends the runway for existing bull market All healthy and great"  
[X Link](https://x.com/itsTarH/status/2019293575285207421)  2026-02-05T06:14Z 135.8K followers, 25K engagements


"We thought the [----] AI data center capex was an abnormal number [----] is shaping up to be a monster Street estimates now have been wrong here for [--] years running"  
[X Link](https://x.com/itsTarH/status/2019429486048211012)  2026-02-05T15:14Z 135.8K followers, 27.9K engagements


"4% of GitHub public commits are now made by Claude Code and this number is rising exponentially expected to reach 20% soon (Doesn't even include Codex and other coding agents - so real number is larger) A whole new breed of developers is rising silently in the background"  
[X Link](https://x.com/itsTarH/status/2019622548695322631)  2026-02-06T04:01Z 135.8K followers, 49.5K engagements


"History Rhymes When Amazon launched AWS Street didnt realize it would spark the enterprise SaaS revolution and become a business generating $142B ARR with 30% growth The same pattern is playing out with AI capex now"  
[X Link](https://x.com/itsTarH/status/2020079101688836102)  2026-02-07T10:16Z 135.8K followers, 24.2K engagements


"@Infosys Forget China and US Small UAE Labs are outpacing and delivering new innovative frontier research in this field than you do The new K2-Think model is at par when it comes to State of the Art open source reasoning models While you are still twiddling thumbs"  
[X Link](https://x.com/itsTarH/status/1966465451468468421)  2025-09-12T11:34Z 135.9K followers, 17.9K engagements


"To give you an idea of how commoditized the memory industry was before this supercycle NHK Spring Co is a Tokyo listed company that makes specialized suspension assemblies critical for hard disk drives Its only one of the two companies in the world making this product Various types of memory chips and companies involved in them Memory related stocks are being rerated as industry is undergoing a period of super cycle with high demand and constrained supply https://t.co/otC4c7uvZL Various types of memory chips and companies involved in them Memory related stocks are being rerated as industry is"  
[X Link](https://x.com/itsTarH/status/1982813738068500737)  2025-10-27T14:16Z 135.9K followers, 37.4K engagements


"25x Triple digits soon What a journey 🚀 Rocket Lab SpaceX Rocket Lab SpaceX"  
[X Link](https://x.com/itsTarH/status/2012176346492105107)  2026-01-16T14:53Z 135.9K followers, 55.4K engagements


"Vibe Coding (2025) Agentic Engineering (2026) Autonomous Development (2027)"  
[X Link](https://x.com/itsTarH/status/2020259897582186691)  2026-02-07T22:14Z 135.9K followers, 38.5K engagements


"Credit Growth is usually a precursor to corporate earnings growth India's credit growth has rebound to 14.5% after slowing down last year"  
[X Link](https://x.com/itsTarH/status/2016852119048077415)  2026-01-29T12:33Z 135.9K followers, 73.6K engagements


"India's AI 🙏 @SarvamAI Have a good feeling about this one They have been able to do a lot with limited resources"  
[X Link](https://x.com/itsTarH/status/2021435714886644033)  2026-02-11T04:06Z 135.9K followers, 37.4K engagements


"There are signs everywhere You just have to look New Earnings Cycle is Starting https://t.co/AG0lpyDoBc New Earnings Cycle is Starting https://t.co/AG0lpyDoBc"  
[X Link](https://x.com/itsTarH/status/2022710389910167632)  2026-02-14T16:31Z 135.9K followers, 60.4K engagements


"Latest #TheWrap🌯is now available to read Discover special situations sector rotation insider trades bulk and block deals new listings order wins earnings review & more Your one stop place for everything important in Indian Stock Market https://thewrap.investkaroindia.in/post/thewrap138 https://thewrap.investkaroindia.in/post/thewrap138"  
[X Link](https://x.com/itsTarH/status/2022917780962738611)  2026-02-15T06:15Z 135.9K followers, [----] engagements


"You cant time the market perfectly but can come reasonably close to it Market Breadth is a simple concept for it Current % of stocks above 10M EMA is now at lows seen during demonetization of [--] & Inflation panic of [--] & [--] Probability of another 20% correction is very low"  
[X Link](https://x.com/anyuser/status/1890025442868170918)  2025-02-13T13:09Z 135.9K followers, 139.8K engagements


"Only three companies in the world make gas turbines for Data Centers Siemens GE Innio There is a four year waiting list for these gas turbines TD Power Systems is a supplier to all three"  
[X Link](https://x.com/anyuser/status/1962804465532277046)  2025-09-02T09:07Z 135.9K followers, 225.5K engagements


"Wisprflow Coolest app and my productivity hack for [----] https://wisprflow.ai/rTARIQ106 https://wisprflow.ai/rTARIQ106"  
[X Link](https://x.com/itsTarH/status/2020555726528106926)  2026-02-08T17:49Z 135.9K followers, 21.6K engagements


"@soicfinance Bauxite miner just had to follow the global price trends Bauxite is back below [--] from [--] earlier A large player is restarting mining operations again in [--] months"  
[X Link](https://x.com/itsTarH/status/2021987492053066071)  2026-02-12T16:39Z 135.9K followers, [----] engagements


"The biggest beneficiary of US India Trade deal"  
[X Link](https://x.com/itsTarH/status/2022957692210589933)  2026-02-15T08:54Z 135.9K followers, [----] engagements


"ICICI Bank: Now manage your credit card over WhatsApp HDFC Bank: Please use Internet Explorer while using our netbanking services"  
[X Link](https://x.com/anyuser/status/1427697698321272834)  2021-08-17T18:23Z 135.9K followers, [----] engagements


"It's the weekend Grab a cup of coffee in this thread I will explain [--]. How to do Industry Research [--]. How to research a Company from scratch [--]. How to determine Margin of Safety and build an Investment Case Lets dive right in"  
[X Link](https://x.com/anyuser/status/1429021991571386371)  2021-08-21T10:06Z 135.9K followers, [----] engagements


"Stocks for my Parent's PF Target: [--] to 15% 10Yr CAGR [--]. Syngene [--]. TCS [--]. Divis Labs [--]. Kotak [--]. Google [--]. Amazon [--]. FB [--]. Intuitive Surgical [--]. ThermoFisher [--]. Microsoft [--]. Apple [--]. Embassy REIT [--]. Digital Realty Trust [--]. Unilever (NYSE) [--]. Visa [--]. Nvidia [--]. LVMH"  
[X Link](https://x.com/anyuser/status/1429415284905963530)  2021-08-22T12:08Z 135.9K followers, [----] engagements


"It's the weekend Grab a cup of coffee in this thread I will explain [--]. What are Valuation Ratios [--]. What ratio should be used when [--]. Why one standard ratio like a PE doesn't work all the time Lets dive right in"  
[X Link](https://x.com/anyuser/status/1431517369940119553)  2021-08-28T07:21Z 135.9K followers, [----] engagements


"Want to invest in #Nykaa but don't want to read the [---] page long DRHP My latest publication on @substack takes a deep dive into The Business of Nykaa 👇 and the future of ecommerce in India 🚚 https://investkaroindia.substack.com/p/nykaadeepdive https://investkaroindia.substack.com/p/nykaadeepdive"  
[X Link](https://x.com/anyuser/status/1436242202661847045)  2021-09-10T08:16Z 135.9K followers, [----] engagements


"💰Earnings Season will start from next weekend💰 Here are some of the key metrics I will be monitoring for some of my portfolio and watchlist companies 👇"  
[X Link](https://x.com/anyuser/status/1441792208835727366)  2021-09-25T15:50Z 135.9K followers, [----] engagements


"Your first crore will be the hardest and you will only achieve that by following good rules of personal finance and investing. The speed of second crore will surprise you if you don't sway from the rules learnt while building your first crore"  
[X Link](https://x.com/anyuser/status/1446751315099410432)  2021-10-09T08:16Z 135.9K followers, [---] engagements


"200cr per Q topline in #IEX is not that far away $1 Billion Sales in #Laurus is not that far away 25%+ ROCE in #Sequent is not that far away Takeover by Embassy in #IBREAL is not that far away Production from SG3 furnace for #BorosilRenew is not that far away Know the business"  
[X Link](https://x.com/anyuser/status/1452854560658132994)  2021-10-26T04:28Z 135.9K followers, [----] engagements


"🚨🚨🚨 Announcement Presenting the Special Situations Dashboard by InvestKaroIndia Hear the term 'Special Situation' often but don't know how to keep a track of everything The solution is finally here 🪄 http://specialsituations.investkaroindia.in http://specialsituations.investkaroindia.in"  
[X Link](https://x.com/anyuser/status/1456887183525044225)  2021-11-06T07:32Z 135.9K followers, [----] engagements


"Why did #LaurusLabs bought a significant minority stake (26.62%) in a cell and gene therapy startup (ImmunoACT) A short thread 🧵👇🏽"  
[X Link](https://x.com/anyuser/status/1461635789071151109)  2021-11-19T10:01Z 135.9K followers, [----] engagements


"It's the weekend Grab a cup of coffee in this thread I will explain [--]. Why position size and allocations are key to investment returns [--]. How to determine correct position size [--]. How to manage and maintain existing positions Lets dive right in"  
[X Link](https://x.com/anyuser/status/1464458979279441929)  2021-11-27T05:00Z 135.9K followers, [----] engagements


"Tomorrow at market open we may see some correction few stock may correct even more Understandably this can be a tough time for new investors So I will tell you what I told my family and friends in Mar [----] "This too shall pass""  
[X Link](https://x.com/anyuser/status/1464930002017787911)  2021-11-28T12:11Z 135.9K followers, [---] engagements


"YTD Return of HDFC Bank is worse than ITC HDFC Bank: 0.18% ITC: 4.31%"  
[X Link](https://x.com/anyuser/status/1474737022711451652)  2021-12-25T13:41Z 135.9K followers, [---] engagements


"If you're a commodity investor and not invested in Rare Earth's you're doing it wrong. Best way to get exposure to all Rare Earth companies (ex China) - $REMX"  
[X Link](https://x.com/itsTarH/status/1475009153265389572)  2021-12-26T07:42Z 135.9K followers, [---] engagements


"Portfolio as of Year End [----] Borosil Renewables 18% LaurusLabs 15% IndiaBulls RealEstate 10% IEX 9% Jubilant Ingrevia 7% Mastek 7% Meta Platforms 7% Cash 7% ChinaFund 5% Hero MotoCorp 5% Roblox 3% Nasdaq100 3% RocketLab 2% PlanetLabs 2% Coupang 2%"  
[X Link](https://x.com/anyuser/status/1476456011703910404)  2021-12-30T07:31Z 135.9K followers, [----] engagements


"Its not the weekend But grab a cup of chai anyway ☕ here is a ad-hoc thread on [--]. Why US Fed Interest Rates matter [--]. What impact does it have on growth stocks [--]. What do rising rates in US mean for emerging markets like India"  
[X Link](https://x.com/anyuser/status/1479061506738114561)  2022-01-06T12:05Z 135.9K followers, [----] engagements


"So I have been diagnosed with Omicron even after being vaccinated and taking all precautions Will be inactive till I get better Stay safe ✌"  
[X Link](https://x.com/anyuser/status/1481130507978960896)  2022-01-12T05:06Z 135.9K followers, [----] engagements


"Here is where I will buy the 'New Age Businesses' Nykaa - [---] Zomato - [--] PayTM - Never MapMyIndia - [---] PolicyBazaar - [---] Will it ever happen Maybe or Maybe Not Will I keep waiting and miss Sure happy to The goal is to generate returns not to own exciting businesses"  
[X Link](https://x.com/anyuser/status/1485482643278151681)  2022-01-24T05:20Z 135.9K followers, [----] engagements


"I left my job @GoldmanSachs & moved to Tech to invest directly in Indian Equities & be part of the coming decadal growth story Truly believe the next decade belongs to India and even though there may be speedbumps on the way we will emerge victorious #DecadeBelongsToIndia"  
[X Link](https://x.com/anyuser/status/1486068466222534656)  2022-01-25T20:08Z 135.9K followers, [----] engagements


"#LaurusLabs Q3FY22 Earnings Analysis In depth attempt to understand beyond the numbers 🧵"  
[X Link](https://x.com/anyuser/status/1486701233255550983)  2022-01-27T14:02Z 135.9K followers, [----] engagements


"Most stocks seem to be oversold I have started adding to a few in small tranches Added Today Indiabulls Real Estate Hero MotoCorp Jubilant Ingrevia Borosil Renewables Divis Labs"  
[X Link](https://x.com/anyuser/status/1493452738209869824)  2022-02-15T05:10Z 135.9K followers, [---] engagements


"My profile clearly says not interested in any paid promotions esp not the illegal and unethical ones like these This time I have protected your identity of your company next time I won't be so kind"  
[X Link](https://x.com/anyuser/status/1493461457258053633)  2022-02-15T05:45Z 135.9K followers, [----] engagements


"So much crap is said about Retail Investors they are the 'dumb money' 'buy high sell low investors' etc. Its Retail Investors SIPs that have kept that market stable in last [--] months Your 'smart' FII money is selling like chickens🐔"  
[X Link](https://x.com/anyuser/status/1494192790720618496)  2022-02-17T06:11Z 135.9K followers, [----] engagements


"Today was a historic day for world dynamics Nato and UN are just a political tools without any real power EU is dependent on Russia for energy and China for manufacturing US doesn't have the superpower might it used to as its balanced off by China Welcome to a New World Order"  
[X Link](https://x.com/anyuser/status/1496911268732882944)  2022-02-24T18:13Z 135.9K followers, [----] engagements


"Straight from the horse's mouth "Energy transition will also determine geopolitical transition in the world India will migrate from a net energy importer to a net energy exporter" https://outline.com/BtepFS https://outline.com/BtepFS"  
[X Link](https://x.com/anyuser/status/1497107201445433345)  2022-02-25T07:12Z 135.9K followers, [---] engagements


"Just a few handles with hundred of thousands of followers I could spot promoting the pump and dump scam that is Salasar Techno Screenshot them before these tweets are deleted Be very careful on who you follow here people are willing to sell their integrity for Rs 25K. Salasar Techno is making it easier to spot the genuine handles Salasar Techno is making it easier to spot the genuine handles"  
[X Link](https://x.com/anyuser/status/1500757869846687746)  2022-03-07T08:58Z 135.9K followers, [----] engagements


"US today has higher inflation than India [---] [----] Let that sink in"  
[X Link](https://x.com/anyuser/status/1502153260953526276)  2022-03-11T05:23Z 135.9K followers, [----] engagements


"Amid the ongoing war you would have heard Nickel rising by over 200% Wheat by 80% and Oil by 50% But did you know there is another asset class that rose by over 2000% since Dec Todays thread is about Credit Default Swaps an asset class only accessible to the ultra rich 🧵👇"  
[X Link](https://x.com/anyuser/status/1502536131069374465)  2022-03-12T06:45Z 135.9K followers, [----] engagements


"Morgan Stanley Price Target for #JubilantFoodworks Pre CEO Resignation: 5500/share Post CEO Resignation: 2200/share So about $6B of valuation was tied to CEO That's one expensive CEO Another example of why you should read brokerage reports without the Price Targets"  
[X Link](https://x.com/anyuser/status/1503289917576671232)  2022-03-14T08:40Z 135.9K followers, [----] engagements


"Students at NYU pay thousands of $$ to attend the valuation class by Prof Damodran yet the entire recording of the free version of the class on YouTube has less than 15K view Those who have the will to learn & develop skillset will continue to rise but few have the inclination"  
[X Link](https://x.com/anyuser/status/1503730720669265927)  2022-03-15T13:51Z 135.9K followers, [----] engagements


"It's the weekend Grab a cup of coffee in this thread I will explain [--]. What is a Yield Curve [--]. Why is it an important indicator of Recession [--]. Is an Economic Recession around the corner Lets dive right in"  
[X Link](https://x.com/anyuser/status/1510184486406799361)  2022-04-02T09:16Z 135.9K followers, [----] engagements


"Overview of Global Semi Conductor Industry"  
[X Link](https://x.com/anyuser/status/1510546609654108162)  2022-04-03T09:15Z 135.9K followers, [----] engagements


"Elon Musk now owns more of Twitter than Jack Dorsey Percentage of Shares Owned Elon Musk: 9.2% Jack Dorsey: 2.25% Elon is also now the single largest shareholder in Twitter"  
[X Link](https://x.com/anyuser/status/1510925674785439751)  2022-04-04T10:22Z 135.9K followers, [----] engagements


"Charlie Munger was the biggest bull on Alibaba averaging down aggressively all throughout its fall As per latest filings Daily Journal (Munger's investment company)sold 50% of its position in BABA in last Q Lesson: Even legends can sometime get it wrong control position size"  
[X Link](https://x.com/anyuser/status/1513573161543278594)  2022-04-11T17:42Z 135.9K followers, [---] engagements


"Waiting for next Market Crash like Mar'20 so I can buy a substantial amount of Sona Comstar"  
[X Link](https://x.com/anyuser/status/1517023016559210496)  2022-04-21T06:10Z 135.9K followers, [----] engagements


"💸Price [--] 'You have gone nuts this is a commodity company' 💸Price [---] 'Margins will disappear' 💸Price [---] 'China will kill them' 💸Price [---] 'Reliance will run them out of business' 💸Price [---] 'Renewable Energy is a fad' 💸Price [---] 'Wow you made 22x in [--] years'"  
[X Link](https://x.com/anyuser/status/1517371803215495168)  2022-04-22T05:16Z 135.9K followers, [----] engagements


"At [---] lakh crore per month run rate India will generate $240 Billion a year in GST collections Higher tax collections lead to higher infrastructure spend which leads to higher productivity and GDP increase The Flywheel of India has just started to turn 🛞"  
[X Link](https://x.com/anyuser/status/1520738025659002880)  2022-05-01T12:12Z 135.9K followers, [----] engagements


"LIC has probably spent more money artificially supporting these markets than they will make from the IPO"  
[X Link](https://x.com/anyuser/status/1520980037050466304)  2022-05-02T04:14Z 135.9K followers, [----] engagements


"A good long term (10-15y) low risk portfolio today has following themes [--]. Semi Conductors [--]. Autos (OEMs ) [--]. Financials (Pvt Banks ) [--]. Renewable (Solar) [--]. Cybersecurity [--]. Manufacturing [--]. REITs (Digital Infra) Optionalities Battery Tech Space Companies"  
[X Link](https://x.com/anyuser/status/1522127509453959168)  2022-05-05T08:14Z 135.9K followers, [----] engagements


"Its the weekend Grab a cup of coffee today I will tell you about all the tools and services I use in my investing journey Some are free some are paid but all of them are guaranteed to deliver value Lets dive right in"  
[X Link](https://x.com/anyuser/status/1522873216133332995)  2022-05-07T09:37Z 135.9K followers, [----] engagements


"My oldest SIP completed [--] years of continuous monthly investment today Thats how you build wealth"  
[X Link](https://x.com/anyuser/status/1536561727604944896)  2022-06-14T04:10Z 135.9K followers, [----] engagements


"Personally the urge to buy here is very strong but logic dictates to wait further"  
[X Link](https://x.com/anyuser/status/1538814082416971777)  2022-06-20T09:20Z 135.9K followers, [---] engagements


"One of the best books I have read in a really really long time 📕 Short small chapters that decipher the world around you Very easy to read I finished it in [--] days Highly recommended 👍🏼"  
[X Link](https://x.com/anyuser/status/1540946476473278464)  2022-06-26T06:34Z 135.9K followers, [----] engagements


"Banks replacing customer support with voice bots has to be the new hell Customer: Explaining a complex problem that only a real human can solve Bot: Let me tell you about our bank services menu for the 100th time [--] minutes of my life I am never getting back"  
[X Link](https://x.com/anyuser/status/1551563527185244160)  2022-07-25T13:42Z 135.9K followers, [---] engagements


"The most expensive lesson you will learn in stock market is of Risk Management Through my investing career I have paid 30L to Mr. Market to learn this lesson Once you learn it you will never forget it and hopefully will recover the fees x 2"  
[X Link](https://x.com/anyuser/status/1572129084905508864)  2022-09-20T07:42Z 135.9K followers, [----] engagements


"All my custom ratios are now public on screener you can use them for your own screening Will add more to this list soon"  
[X Link](https://x.com/anyuser/status/1611062013886877696)  2023-01-05T18:08Z 135.9K followers, 237.1K engagements


"Central Gov is giving every citizen in India a subsidy of Rs [-----] per kWh of solar rooftop installed All Discoms also have a mandate to honor net metering They wont voluntarily inform you about it so call their support Only costs Rs40K to install [--] KwH of solar rooftop"  
[X Link](https://x.com/anyuser/status/1677578484020056064)  2023-07-08T07:20Z 135.9K followers, 223.9K engagements


"In [----] just [--] years ago India was in a severe economic crisis Dwindling forex reverses caused RBI to secretly airlift & sell its gold reserves Today India is welcoming the global powers and standing beside them as an equal A lot can change in [--] years #G20India2023"  
[X Link](https://x.com/anyuser/status/1700193962705956980)  2023-09-08T17:06Z 135.9K followers, 90.5K engagements


"These IT companies and their employees pay 1000s of crores a year in tax Demanding good infrastructure is their right and the city's responsibility"  
[X Link](https://x.com/anyuser/status/1707422277648986612)  2023-09-28T15:49Z 135.9K followers, 127.3K engagements


"@ChrisJBakke That same VP of Hardware made this monstrosity"  
[X Link](https://x.com/anyuser/status/1725388089710014886)  2023-11-17T05:39Z 135.9K followers, 198.4K engagements


"✍📝 Deep dive coming soon"  
[X Link](https://x.com/anyuser/status/1742634724995277249)  2024-01-03T19:51Z 135.9K followers, 124.1K engagements


"Containers for Battery Packs at solar plants ☀🔋 Manufactured by DCM Shriram Industries The deeper you explore the value chain the more opportunities you will find"  
[X Link](https://x.com/anyuser/status/1750430966605373813)  2024-01-25T08:10Z 135.9K followers, 107.5K engagements


"The richest investor in town these days is The President of India #PSURally"  
[X Link](https://x.com/anyuser/status/1753377979584098306)  2024-02-02T11:21Z 135.9K followers, 62.8K engagements


"Next Theme to play out: Textiles Under owned under researched good earnings growth"  
[X Link](https://x.com/anyuser/status/1792770298733093268)  2024-05-21T04:12Z 135.9K followers, 292.8K engagements


"Indian companies paid USD [--] Billion in [----] as freight costs Of this USD [--] Billion was paid to foreign owned ships Lots of scope for our own shipping company like China has COSCO Good news is Indian Govt wants to build [----] ships in the next [--] years Its a start"  
[X Link](https://x.com/anyuser/status/1798421600788009174)  2024-06-05T18:28Z 135.9K followers, 85.4K engagements


"Buy when coffee can exit Works every damn time"  
[X Link](https://x.com/anyuser/status/1828355616332456445)  2024-08-27T08:55Z 135.9K followers, 142.7K engagements


"In addition to the stock market banks have to now compete for deposits with offerings like these The highest FD rate for general citizen among large banks tops out at 7% vs 9.1% from Airtel Finance + Airtel may have a better & larger distribution than some mid tier banks"  
[X Link](https://x.com/anyuser/status/1834869658345750784)  2024-09-14T08:19Z 135.9K followers, 140.6K engagements


"There are [--] nuclear reactors under construction in India The second highest in the word (next only to China)"  
[X Link](https://x.com/anyuser/status/1843731733587665084)  2024-10-08T19:14Z 135.9K followers, 102.1K engagements


"Premier Energies is trading at 45x PE Waaree Energies is trading at 35x PE Not the 100x and 70x shown on various screeners Premier will grow faster than Waaree in near term due to DCR Now please stop texting me & asking why they are trading at 200x and 70x earnings 🙏"  
[X Link](https://x.com/anyuser/status/1852005717537914964)  2024-10-31T15:12Z 135.9K followers, 312.8K engagements


"When a stock price doesnt correct even after multiple bad earnings - thats usually the bottom for the stock Both price and earnings trajectory indicates the worst is behind for this one"  
[X Link](https://x.com/anyuser/status/1852658186224009309)  2024-11-02T10:25Z 135.9K followers, 177.3K engagements


"Comparison of Waaree Energies with Premier Energies We did an hour plus deep dive on both Waaree and Premier yesterday with #TheWrap🌯 members Recording for the same is available at https://thewrap.investkaroindia.in https://thewrap.investkaroindia.in"  
[X Link](https://x.com/anyuser/status/1853433235558244656)  2024-11-04T13:44Z 135.9K followers, 119.9K engagements


"How to screw the Economy 101"  
[X Link](https://x.com/anyuser/status/1863874403966042391)  2024-12-03T09:14Z 135.9K followers, 81.1K engagements


"The smart rich are moving to the villages growing their own food breathing clean air & drinking pure water The (urban) poor are buying apartments worth crores in congested cities without reliable water and polluted air"  
[X Link](https://x.com/anyuser/status/1873236757527052580)  2024-12-29T05:17Z 135.9K followers, 117.1K engagements


"3 Billion Dollars worth of upcoming Data Center spend in India by Microsoft alone"  
[X Link](https://x.com/anyuser/status/1876581431515967610)  2025-01-07T10:47Z 135.9K followers, 49.3K engagements


"A lot of questions on How to Invest in International & US Markets Did a deep dive for TheWrap🌯members a while back Making the video public If you like this please consider supporting us via subscribing to TheWrap🌯 https://thewrap.investkaroindia.in/ https://thewrap.investkaroindia.in/"  
[X Link](https://x.com/anyuser/status/1876922293282017738)  2025-01-08T09:22Z 135.9K followers, 108K engagements


"Don't know about [--] hours but know for sure that the L&T chairman's wife doesn't like him very much"  
[X Link](https://x.com/anyuser/status/1877350023400161338)  2025-01-09T13:41Z 135.9K followers, 68.8K engagements


"There is zero accountability for the taxes you pay While most of the focus is always on Central Govt It's the municipal level bodies that impact a citizens life the most And I can guarantee most of us cannot even name who is the president of our local municipal corporation Bengaluru's civic body BBMP has spent [--] crore for [-----] sweaters = 4375/sweater By any chance are these from ZARA https://t.co/I72MDt6J7x Bengaluru's civic body BBMP has spent [--] crore for [-----] sweaters = 4375/sweater By any chance are these from ZARA https://t.co/I72MDt6J7x"  
[X Link](https://x.com/anyuser/status/1879182906922590426)  2025-01-14T15:04Z 135.9K followers, 52.4K engagements


"Welcome to the stage of the market where even results don't matter"  
[X Link](https://x.com/anyuser/status/1882720584125272106)  2025-01-24T09:22Z 135.9K followers, 51.6K engagements


"Going Up: It's a Data Center Stock Coming Down: It's a Real Estate Stock"  
[X Link](https://x.com/anyuser/status/1884100067239551176)  2025-01-28T04:43Z 135.9K followers, 85.5K engagements


"Nobody talks about becoming a full time investor these days"  
[X Link](https://x.com/anyuser/status/1889175733278560727)  2025-02-11T04:52Z 135.9K followers, 62.2K engagements


"Two countries at war Citizens of only one will sleep peacefully tonight That's the power of our armed forces Jai Hind Jai Hind Ki Sena"  
[X Link](https://x.com/anyuser/status/1920540344665383112)  2025-05-08T18:04Z 135.9K followers, 39.3K engagements


"IMF is a bigger moronic institution than I imagined it to be This [--] Billion directly goes towards funding more terrorist activities India is one of the Top [--] contributors to IMF While Pakistan aka Terroristan is among the top [--] borrowers having borrowed [--] times & currently owes more than [--] times its quota amount IMF approves $1 billion loan for Pakistan India abstains issues strong warning @Mohammed11Saleh brings you this report by @sidhant #IMF #Pakistan https://t.co/leN4i8rXr7 IMF approves $1 billion loan for Pakistan India abstains issues strong warning @Mohammed11Saleh brings you this"  
[X Link](https://x.com/anyuser/status/1920917862459600934)  2025-05-09T19:04Z 135.9K followers, 75.8K engagements


"If youre buying a house in BLR its very important to consider the water flow levels sewage drain maps etc The reason why Manyata Tech Park & near by areas flood every yr is because its built on wetlands of Nagawara lake Nature will find a way to reclaim what belongs to it Welcome to Bengaluru. Bangalore Rain. One has Billion $ IT campus and other video has apartments starting from INR 3cr onward. https://t.co/HdDp1vOlrO Welcome to Bengaluru. Bangalore Rain. One has Billion $ IT campus and other video has apartments starting from INR 3cr onward. https://t.co/HdDp1vOlrO"  
[X Link](https://x.com/anyuser/status/1924394763241054614)  2025-05-19T09:20Z 135.9K followers, 219.3K engagements


"At a recent Bloomberg event Jeffery Gundlach (known was his track record of highly accurate macro calls) was asked about a. what worries him b. where should one invest What worries him is rising US debt & associated problems His answer to where should one invest - India"  
[X Link](https://x.com/anyuser/status/1933933713601200543)  2025-06-14T17:05Z 135.9K followers, 85.8K engagements


"15% of China's oil supply comes from Iran 90% of Iran oil exports are to China US boots on ground in Iran effectively means a proxy war with China"  
[X Link](https://x.com/anyuser/status/1936729906953744880)  2025-06-22T10:16Z 135.9K followers, 111.8K engagements


"Soma Textiles was using a Land Rover Sport and Porche Cayenne for business operations Now they 'no longer need it for business operations of the company' so they have sold it to promoters of the company Fool transparency"  
[X Link](https://x.com/anyuser/status/1950167891007197625)  2025-07-29T12:13Z 135.9K followers, 84.8K engagements


"The moment India decides to increase/fix it's bilateral ties with China It's bye bye US hegemony in Asia Pacific South China Sea as well as US dollar 35% of the world's population Highest share of STEM graduates Endless manufacturing capacity Endless consumer driven economy"  
[X Link](https://x.com/anyuser/status/1950665979513774327)  2025-07-30T21:13Z 135.9K followers, 141.9K engagements


"Normal companies set up manufacturing facilities Laurus will set up a Manufacturing Zone across [---] acres"  
[X Link](https://x.com/anyuser/status/1951648215939555466)  2025-08-02T14:16Z 135.9K followers, 59.3K engagements


"THE REAL GAME PLAN 👉Pressure India to stop buying Russian oil 👉Starve Russia war chest by choking oil sales 👉Push Moscow into a Ukraine peace deal 👉Collect a Nobel Peace Prize for "ending" the war Meanwhile ⛽EU still gets 17% of its gas from Russia 🪖US has sent $183B to Ukraine in military equipment + aid Double Standards"  
[X Link](https://x.com/anyuser/status/1952387208570384609)  2025-08-04T15:12Z 135.9K followers, 117.5K engagements


"All seats at the same price Hilarious 😂 Movie tickets in Karnataka capped at Rs [---] except for premium screens under [--] seats https://t.co/rMNGulS8Zy Movie tickets in Karnataka capped at Rs [---] except for premium screens under [--] seats https://t.co/rMNGulS8Zy"  
[X Link](https://x.com/anyuser/status/1966544008022491379)  2025-09-12T16:46Z 135.9K followers, 52.6K engagements


"Many more special situations opportunities coming :)"  
[X Link](https://x.com/anyuser/status/1973316806908715162)  2025-10-01T09:19Z 135.9K followers, 66.8K engagements


"US Economy will grow by about 1.8% next year Size of Economy: $29.2 Trillion 1.8% growth on $29.2 Trillion is about $526 Billion AI Capex: $500 Billion Outside of AI related capex US economy isnt growing at all Cracks are already visible in Auto & Retail sector"  
[X Link](https://x.com/anyuser/status/1974349256162226262)  2025-10-04T05:41Z 135.9K followers, 57.5K engagements


"Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity"  
[X Link](https://x.com/anyuser/status/1974771447823540505)  2025-10-05T09:39Z 135.9K followers, 473.8K engagements


"Sometimes I wonder is the man has split personality disorder"  
[X Link](https://x.com/anyuser/status/1977422822986371462)  2025-10-12T17:15Z 135.9K followers, 66.4K engagements


"Junior Investment Bankers are paid upwards of $150K a year (starting low end) to essentially do the grunt work of building DCF models in excel and prepare decks Here is @claudeai doing all of that in minutes"  
[X Link](https://x.com/anyuser/status/1982847351363645874)  2025-10-27T16:30Z 135.9K followers, 199.9K engagements


"Google is the only company in the world to be vertically integrated when it comes to AI"  
[X Link](https://x.com/anyuser/status/1985310991228260684)  2025-11-03T11:40Z 135.9K followers, 357.7K engagements

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