Welcome24 retweetet
🚨 𝗡𝗜𝗣𝗣𝗢𝗡 𝗜𝗡𝗗𝗜𝗔 𝗦𝗠𝗔𝗟𝗟 𝗖𝗔𝗣 𝗙𝗨𝗡𝗗 𝗦𝗧𝗢𝗖𝗞𝗦 📈🔥
👉While Market Was Weak…
👉These Stocks Stayed Strong 👀
📊 Many Still Near ATH
💥 Quiet Strength You Can’t Ignore
A Must-Watch [Thread] 🧵
1- MCX
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Welcome24
497 posts
Welcome24 retweetet
Behind every great company, there are great people. Yet most investors spend hours analysing revenue growth, profit margins, and return ratios — but never once look at how productively a company deploys its most valuable resource: its workforce.
multibaggershares.com/employee-produ…
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Ek GROUP BNA DU ANALYSIS KA
DAILY ANALYSIS OF NIFTY, XAU, BANKNIFTY, CRUDE, SILVER, BTC
ONLY LEGIT GUYS WHO INFACT NEEDS IT TO MAKE MONEY AND UNDERSTAND THE THEME OF MARKETS
THOSE WHO ARE INTERESTED comment---
"TWL"
Direct link in TWTR DM
I will make group basis responses over this tweet whosoever see this is really wants to make money or not...
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Welcome24 retweetet
Reliance is building a factory that turns sunlight into fuel :)
Before the factory is even built, they got Samsung to sign a ₹25,000 crore contract saying we'll buy whatever you make for the next 15 years.
That's the whole game. Now let me unpack why each piece matters.
Step 1 - The Product: Green Ammonia
Regular ammonia is made from natural gas (dirty). Green ammonia is made like this:
Solar panels → Electricity → Electrolyser splits water into hydrogen → Hydrogen + Nitrogen = Green Ammonia
Ammonia is easy to ship and store. Hydrogen alone is not. So ammonia is basically hydrogen in a shippable bottle.
Step 2 - The Vertical Integration (Why This Is Scary-Good)
Most green hydrogen companies buy their equipment from China. Reliance is saying: We'll make everything ourselves.
They own the sun (solar panels - manufacturing in-house), the tap (electrolysers - licensed tech from Norway's Nel and Denmark's Stiesdal, but manufactured at Indian cost), and the bottle (ammonia production).
Think of it like Jio. Jio didn't just sell SIM cards - they built towers, laid fibre, made the app ecosystem. Same playbook, applied to energy.
Step 3 - Selling Before Building
This is the part most people miss. Green hydrogen projects globally keep dying. Why?
Nobody wants to build a ₹50,000 crore factory without knowing who'll buy the output. And no buyer wants to sign a contract for a product that doesn't exist yet.
Reliance broke this chicken-and-egg problem. Samsung signed a binding 15-year deal.
Now, Reliance can go to banks and say we have guaranteed revenue, give us loans → capex de-risked. Samsung has skin in the game to make sure Reliance delivers → alignment of incentives
Step 4 - Why Samsung? Why Now?
South Korea imports almost 100% of its energy. Most of it comes through the Strait of Hormuz. Right now, with Iran-US tensions, oil crossing $100, and Gulf infrastructure getting hit - Korea is terrified.
Samsung isn't just buying clean fuel. They're buying insurance against Hormuz getting blocked. India doesn't depend on Hormuz to ship ammonia to Korea. Different route, different risk profile.
Step 5 - The Concentration Risk Nobody Is Talking About
Reliance says it'll produce 3 million tonnes of green hydrogen by 2032. India's national target is 5 million tonnes by 2030. That means one private company could control 60% of India's green hydrogen capacity.
That's the Jio pattern - build the whole stack, price everyone out, become the default infrastructure. Great for exports and speed of execution.
Reliance is using the Jio playbook - own every layer of the stack, lock in customers before competitors even show up, and sell energy security to a panicking Asia.
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Welcome24 retweetet
Welcome24 retweetet
Now that you are seeing Dubai, Bahrain, Kuwait, Oman, Saudi Arabia, Israel, Qatar and more suffering damage due to Iranian missiles, remember what happened ten months ago in India.
Pakistan had launched 300–400 Asisguard Songar Turkish Drones across 36 Indian locations in May 2025.
Plus, another 600 or so -
> Yiha-III Class Loitering Munitions.
> Swarm drones and commercial quadcopters.
> Fatah-II long-range missile.
> Fatah-I Ballistic missile.
> Chinese PL-15 long-range missiles from J-10C jets.
These thousand drones and missiles could have killed thousands of civilians in India. Could have damaged airfields and defence establishments. They were targeting 1500+ km area in India.
But almost every missile or drone was intercepted. We didn't see any major civilian casualties.
Because India had two killer punches. The Russian S-400 and the Indian Akashteer defensive shields. Plus precise satellite input from ISRO.
We should be ever thankful to great men like Prahlada Ramarao who gave India these massive life saving Akash missiles ✅ We don't thank them enough for keeping us safe in a hostile world.
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Welcome24 retweetet
Interesting stats by Monarch -
Indian equities have undergone a meaningful time & value correction over the last 18 months since Sep'24 - but the headline indices do not fully reflect the underlying damage
On the surface, benchmark indices are down only 4-5% from their highs, and the Nifty Smallcap index has corrected around 14%. However, beneath the surface, the broader market tells a very different story
The correction has been widespread across the listed universe.
Among companies with more than 1000 Cr MCAP
78% are down 20%+ from their all-time highs
64% are down 30%+
48% are down 40%+
Approximately 80% of stocks in the universe of over 1000 Cr are effectively in bear market territory. If companies below 1000 Cr market cap were included, the breadth would appear even weaker
Over the last few months, a narrow set of stocks has driven index performance.
Putting these pieces together -
- Market breadth is oversold
- Valuations in large parts of SMIDs have reset meaningfully
If history is any guide, phases of widespread correction combined with a completed or near-completed rate cut cycle have often laid the foundation for the next leg of recovery in SMIDs
While index levels may suggest stability, the broader market has already gone through a significant cleansing phase - and that is usually how the base for the next cycle is formed
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Welcome24 retweetet
When your local vendor watches too much Shark Tank India 🤣🔥
(Via @businesshustle : full credit to the legend who made this)
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Welcome24 retweetet
BIG FRIDAY AHEAD -> TARIFFS IN SUPREME COURT!
I think the tariffs are here to stay. Trump could re-implement IEEPA tariffs under alternative legislative options.
10 points.
1. This coming Friday brings the much-anticipated Supreme Court opinion on the IEEPA tariffs
2. As per Bloomberg, "The courts never says in advance which decisions are ready for release, only that rulings in argued cases are possible..".
3. A tariff decision is a possibility given the court’s expedited handling of the case so far
4. It is also possible the Supreme Court may opine on the matter or potentially defer to the lower courts
5. Consensus is that the tariffs will be partly struck down. Betting market odds have stabilized, with Polymarket indicating 24% odds that Supreme Court will rule in favor of tariffs
6. Refunds are the biggest focus for rates markets
7. There remains uncertainty on the scope & question of refunds. If refunds are required, it's possible through UST cash holdings and/or by increasing the size of Tbill auctions..
8. Countries facing the most punitive IEEPA tariff levels stand to benefit. Scope will be critical as IEEPA has been used to implement both reciprocal & fentanyl tariffs
9. For example, reciprocal tariff relief would be more beneficial for Vietnam, India vs the fentanyl tariff relief for China, Canada, Mexico
10. Many trade deal agreements have been established or near finalizing. It is an open question what happens to these !
@CNBCTV18News #Tariffs #stockmarket #Nifty #BankNifty #GIFTNIFTY #India #Modi #Greenland
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Welcome24 retweetet
I think what the U.S. & President Trump have done in Venezuela with the capture of President Mudaro will have a demonstrable effect across the world.
A few thoughts below. What do you think ?
1. Other Latin American leaders will fall in-line. Colombia’s President Gustavo Petro has been at odds with the Trump administration. Brazil has condemned the move as a violation of sovereignty. Watch this space - after all who wants to be the next Mudaro in US custody !
2. China buys a lot of oil from Venezuela. Some 600k bpd of oil. We will have to see of this flow continues out of Venezuela under American influence & control.
3. China is also deeply entrenched in Latin America generally. Investment in resources, infra (ports etc), technology (5G, e-commerce) & growing political ties. China will be more than worried.
4. China has also lent billions of dollars (some estimates say $100-$200 B) to Latin American countries. What happens to this ?
5. Basically, the signal to China seems to be that the U.S. is determined to purge Chinese influence from the Western Hemisphere !
6. What about China/Taiwan ? China can argue that if the U.S. can 'clean up' its neighborhood by force - we have the same right in Taiwan. Question is will President Xi risk it !?
7. The other one is Iran. Trump has already warned that the US is "locked & loaded" & ready to attack Iran if the Iranian government kills protesters.
8. What about Russia ? Ofcourse Russia is no Venezuela. It is a superpower. Having said that, I would imagine in indirect ways - this also fastens the resolution of the Ukraine war. (More Venezuelan oil lowers global prices & further squeezing Russia's primary revenue stream)
9. Following the strikes, North Korea immediately launched ballistic missiles as a "counter-signal." For N.K., the capture of Maduro reinforces their belief that nuclear weapons are the only thing preventing a similar U.S. "extraction" of Kim Jong Un !
10. Then there is Europe ! The signal to Europe is that the U.S. under Trump is increasingly de-coupling from European legal norms, forcing Europe to choose between being a silent partner to U.S. power or finding its own military voice.
Just some thoughts, top of mind.. What else? Do share !
@CNBCTV18News #MaduroCapturado #Venezuela #DonaldTrump #donroedoctrine #OilPolitics #China
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Happy new year everyone
Here is a #new_year gift
A stock with upto 1000% return potential
In past I have shared stock
#mahasteel @ 130 CMP 1001
#norbteaexp @ 11 cmp 95.50
And many more
I found another stock with same return potential
This is the third small-cap stock I promised to share. I held off until today because I wanted to post it at the right time.
If you interested to know name comment interested, my team will share name in your dm by evening
Also like repost so it can reach maximum investors
Follow me if you are a non follower for more such content
🙏
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Welcome24 retweetet
Follow along in 2026 and be a happy, profitable trader in the year ahead.📊👇
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In 2014 when Jupiter was in Punarvasu Nakshatra for more than 8 months, Narendra Modiji @narendramodi became the Prime Minister of India, breaking the long rule of Congress. Jupiter is in Punarvasu Nakshatra for more than 10months in this year. If Any party can make good coalition and gather good support like Vanar Sena and Bibhishan of Ramayan then winning every state in 2026 can be possible. After all Punarvasu is the nakshatra of Prabhu Shree Ram. Bolo Jai Shree Ram.
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Welcome24 retweetet
#Silver did not collapse because of any specific bad headline or anything, it actually corrected because too many things peaked together.
Check them out:
• Prices ran from pandemic lows to 6× levels, delivering ~180% YTD returns, far ahead of gold. Moves like this rarely pause gently.
• At the top, silver was trading ~85–90% above its 200-day average. In the last 50 years, such stretches have mostly ended with 25–50% drawdowns, not sideways moves.
• Last week alone delivered an 18% gain, the strongest weekly rise in over 45 years. Momentum at this speed usually signals exhaustion, not strength.
• Friday’s 10% single-day jump came with extreme participation. The SLV ETF saw $9.6 billion in turnover, the second-highest day ever, similar volumes were last seen near the 2011 peak.
• Monthly momentum indicators pushed to RSI 90+, a zone touched only during the Hunt Brothers episode and the 2011 top. Historically, those levels never held for long, as we are witnessing the same now.
• Geopolitical risk premium softened. Even a hint of reduced war risk is enough to pull money out of safe havens. At stretched prices, that shift accelerates selling.
• The CME margin hike from ~$20,000 to ~$25,000 per contract forced leveraged traders to cut exposure. When leverage unwinds, prices do not move slowly.
• A firmer US dollar + rising yields reduced appetite for non-yielding assets, triggering rotation back into equities after year-end profit booking.
Well, what the silver chart is saying now is that #Silver is moving from emotion/euphoris zone to reality structure zone. Near-term support sits around ₹2.3 lakh. A drift toward long-term averages implies 20–30% volatility remains possible before balance returns. Folks, the bigger picture has not bearish or anything , but after a run this powerful, silver needs time to take a breather !
Disclaimer : my views could be biased. Yes I have book some partial profits in silver ( moved to gold) , but am still heavily invested. Pl DYOD !
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@sonisunil59 free fall kab tak chalega ...this is daily view or near short term pls guide 🙏
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Boarded the silver train around 32$, added more at 40$ & again near 45$. Now partially exiting, booking ~25% profits.
Rotating into gold, may add more copper too.
Fits y risk appetite, my conviction & my rebalancing discipline!
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Welcome24 retweetet
GOLD and SILVER update ✅👇
#GOLD #SILVER #sabarisec
In INR for 999 purity
GOLD has delivered 98% from 7,128 to 14,070 per GM (1.4 crore per KG) 👍
SILVER has delivered 180% from 83 to 221 per GM (2.21 Lakh / KG) 👍
For existing investors:
If you’ve already invested in Gold and Silver, stay the course. Treat them with the same long-term perspective as equities — they form a crucial part of a well-diversified and balanced portfolio. ✅
For new entrants:
If you’re planning to invest now, be patient. Wait for a healthy correction before adding positions. Corrections are natural and provide the right opportunity to accumulate these asset classes, which play a vital role in long-term wealth creation.
Our long term target as mentioned multiple times in all my previous threads
GOLD @ 40K (4 crore per KG) by 2035
SILVER @ 1000 ( 10 Lakh per KG) by 2035
Let’s see how it unfolds ✌️
SABARI SECURITIES@sabarisec
GOLD and SILVER update ✅👇 #GOLD #SILVER #sabarisec In INR for 999 purity GOLD has delivered 78% from 7,128 to 12,630 per GM 👍 SILVER has delivered 2X from 83 to 167👍 For existing investors: If you’ve already invested in Gold and Silver, stay the course. Treat them with the same long-term perspective as equities — they form a crucial part of a well-diversified and balanced portfolio. ✅ For new entrants: If you’re planning to invest now, be patient. Wait for a healthy correction before adding positions. Corrections are natural and provide the right opportunity to accumulate these asset classes, which play a vital role in long-term wealth creation. Our long term target as mentioned multiple times in all my previous threads GOLD @ 40K by 2035 SILVER @ 1000 by 2035 Let’s see how it unfolds ✌️ Shall use this tweet as reference in all future price updates ✅
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Welcome24 retweetet
if she loves you, she'll come back ..
Next Year .. or Next Decade❗️
Piyush Chaudhry@piyushchaudhry
if you truly love her, let her go
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@AstroSharmistha Your predictions are so accurate...Radhe Radhe 🙏🙏
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Market will not be as fluctuating in 2026 as it was in 2025. I am doing some last min calculations for market, will update soon. But market will be slow and steady for sure in 2026. Nifty touched ATH after 13months but scripts are all down, thats why I said 2025 - the bear market. Thank you for following my predictions I appreciate it.
dharamg@dharamg1
@AstroSharmistha Gold, silver, rupee- all these predictions of yours have been 100% , now a request if you can throw some light on indian stock markets for 2026, thanks in advance
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