Sameer Jain

3.3K posts

Sameer Jain banner
Sameer Jain

Sameer Jain

@samguy3

Businessman | Market observer | Policy realist | Questioning narratives, following data, speaking from experience.

Indore, India 参加日 Mayıs 2010
854 フォロー中171 フォロワー
Basit Subhani
Basit Subhani@BasitSubhani·
If you have to choose one on a green pitch to survive last session of a test match - who will you choose?
Basit Subhani tweet media
English
123
3
57
10.1K
Sameer Jain がリツイート
Rohit Jain 🇮🇳
Rohit Jain 🇮🇳@Rohitjain2799·
"में पार्लियामेंट में शोर मचाने, चीखने चिल्लाने, गाली देने नहीं जाता" राघव चड्डा राघव चड्डा ने आज अपने वीडियो में क्या संजय सिंह की इस हरकत का जिक्र करा था 🤔 @SanjayAzadSln @raghav_chadha @capt_mishra @AsurScorpion @rahuldev2
हिन्दी
58
1.3K
4.6K
333.4K
Cricketopia
Cricketopia@CricketopiaCom·
Brian Lara hadn’t opened his account when umpire Hair turned down a confident caught-behind appeal from Harmison. Can you guess how many Lara went on to score in that innings?
English
32
18
449
145.8K
Margin of Safety🇮🇳
Margin of Safety🇮🇳@InvestorOfJAMMU·
What was your stock market biggest mistake?? Mine was selling Bajaj Finance at 80 in 2016. I was holding big position in Bajaj Finance then.
English
155
4
264
125.6K
Sameer Jain がリツイート
Raghav Chadha
Raghav Chadha@raghav_chadha·
Silenced, not defeated My message to the ‘aam aadmi’ — खामोश करवाया गया हूँ, हारा नहीं हूँ 'आम आदमी’ को मेरे संदेश
14.4K
21.9K
100.8K
4.3M
Dr Sneaker Nyame
Dr Sneaker Nyame@_sneakernyame·
I need a Netflix series so addictive that I completely forget the outside world exists. Hit me with your best recommendations?
English
1.2K
757
8.6K
2.9M
Sameer Jain がリツイート
Narendra Modi
Narendra Modi@narendramodi·
Best wishes on the sacred occasion of Bhagwan Mahavir Janma Kalyanak. The life and teachings of Bhagwan Mahavir continue to illuminate the path of truth, non-violence and compassion. His ideals are spiritually uplifting and also deeply relevant in today’s world. His emphasis on equality and kindness reminds us of our shared responsibility towards society.
English
581
2.9K
21.6K
7M
Sameer Jain がリツイート
Kanwal Sibal
Kanwal Sibal@KanwalSibal·
That Pakistan has got a regional edge over India as a mediator in the US - Iran war is misreading the situation. Pakistan has a defence agreement with Saudi Arabia. The Saudi Crown Prince has hardened his position on Iran and wants the US to continue its military operations in order to remove Iran as a future threat to the region. He foresees Iran’s regional hegemony if Iran’s power is not decimated. Pakistan is fearful that the Saudi Crown Prince may invoke the defence agreement and embroil Pakistan in the conflict with Iran. Saudi experts have begun invoking this agreement and even Pakistan’s nuclear umbrella. Pakistan therefore has a powerful incentive to avoid the worst and propose mediation to appear as a honest broker and claim that it is not taking sides . Pakistan’s mediation offer is in some ways a diplomat act of desperation. Siding with Saudi Arabia would mean siding with the US and Israel against Iran which would have major domestic consequences too. Let us therefore not lower our own dignity by arguing we have lost regional standing by the US countenancing Pakistani mediation over India’s. Other than this, Trump will not give any credit to a mediator as this would imply he could not handle the situation on his own and on his terms. His ego is unmanageable. Moreover, if we offered mediation with Iran we risk opening the door for him to offer to mediate between India and Pakistan. Let sleeping dogs lie.
English
167
505
2.2K
182.1K
Cricketologist
Cricketologist@AMP86793444·
What is cricket’s equivalent of this picture.
Cricketologist tweet media
English
64
3
98
47K
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran has rejected US ceasefire talks and says US talks are “illogical.”
English
574
2.5K
16.3K
921.9K
Sameer Jain
Sameer Jain@samguy3·
@DefiWimar @grok verify, is this true and what will be its implications on the Indin stock market ?
English
3
0
1
798
Wimar.X
Wimar.X@DefiWimar·
🚨 BREAKING BANK OF JAPAN COULD DUMP FOREIGN BONDS TODAY AT 6:50 PM ET! LAST TIME, THEY SOLD ¥992 BILLION, MOSTLY U.S. BONDS. THIS TIME, IT COULD BE ¥2 TRILLION RIGHT BEFORE A RATE HIKE TO 1.00%. THIS WOULD BE BAD FOR MARKETS...
Wimar.X tweet mediaWimar.X tweet media
English
82
274
1K
249.3K
Pradeep Bhandari(प्रदीप भंडारी)🇮🇳
The contrast couldn’t be starker. Where BJP under PM @narendramodi ji governs, relief reaches the people. Where the Congress & opposition rules, taxes crush the common man. Lower petrol prices vs inflated burdens — the truth is right in front of you. PM Modi’s governance = sensitivity to citizens. Opposition’s governance = Anti Common Man.
Pradeep Bhandari(प्रदीप भंडारी)🇮🇳 tweet media
English
129
662
1.4K
20.3K
Bull Theory
Bull Theory@BullTheoryio·
🚨 SILVER CRASHED NEARLY -50% IN 53 DAYS. And we may have found who caused it. Silver hit ATH $121.64 on January 29, 2026. Today it sits at $65, a 46% collapse, and 25% of that drop happened AFTER February 25, 2026. Why does that date matter? Meet Jane Street. They made $20.5 billion in revenue in 2024 with only 3,000 employees, more than Citibank and Bank of America who both have 200,000+ employees. They do not bet on markets going up or down. They bet on markets MOVING. 87% of their $662 billion portfolio is in options, which make money when prices swing hard and fast. In Q4 2025, Jane Street bought 20.67 million shares of SLV, the most liquid silver ETF in the world, up from just 41,100 shares the quarter before. That is a 500x increase while silver was rallying hard, and nobody knew. - January 29: Silver hits $121.64 ATH with everyone maximally long. - January 30: Silver collapses 30% in 30 hours, the worst precious metals crash since 1980, with CME raising margin requirements mid crash and cascading liquidations making it worse. - February 25: Jane Street's 13F filing becomes public and the world finds out they were the LARGEST holder of SLV the entire time, bigger than BlackRock and Morgan Stanley. Silver is now dowm another 25% after this disclosure. So Jane Street built a $1.3B secret position while silver rallied, silver crashed 30% in 30 hours, the world found out they were the biggest holder only AFTER the crash, and silver dropped another 25% on top. 49% down total, sitting at $69 today. Here is what most people are missing. A 13F filing only shows long equity positions and does NOT show short positions, derivatives or the full options book, meaning Jane Street could have had a massive short bet on silver through options and nobody would know. Step 1: buy $1.3B of SLV and become the largest holder. Step 2: build a 10x larger options position betting on silver falling. Step 3: use that size to push the price down, ETF loses a little and options make 10x back. Step 4: nobody finds out until 45 days after quarter end when the crash is already done. This is not just a theory. There is documented proof Jane Street ran this EXACT playbook in India between 2023 and 2025. SEBI wrote a 105-page order, the largest fine in their history, and impounded $570 million from Jane Street. On Bank Nifty expiry days, Jane Street bought massive amounts of index stocks in the morning to push prices up while simultaneously building short options positions 7.3 times larger than their stock position. Then in the afternoon they sold everything, the index dropped and their puts printed money. On a single day they lost $7.5M on stocks and made $89M on options. The stock trade was just the cost of running the operation. SEBI found this across 18 expiry days and a whistleblower said it happened on 90 to 95% of all trading days. In crypto, the bankruptcy administrator of Terraform Labs filed an 83 page federal lawsuit against Jane Street alleging they used inside information to front-run the $40 billion Terra/LUNA collapse. When Terraform quietly withdrew $150 million from Curve Finance with zero public notice, a wallet linked to Jane Street pulled $85 million from the same pool within 10 minutes. A Jane Street employee had interned at Terraform and allegedly ran a private chat called "Bryce's Secret" with insiders as a back channel for non-public information, and Jane Street allegedly avoided $200M+ in losses. Blockchain forensics traced the wallet back to Jane Street through Coinbase records. Same pattern as India: get positioned ahead of the move, extract the profit, everyone else takes the loss. The physical silver backing SLV is held by JPMorgan, who paid $920 million in 2020 for manipulating precious metals markets, the largest CFTC sanction ever, after admitting their traders placed hundreds of thousands of fake orders in gold and silver futures for 8 straight years with their top spoofer receiving 2 years in prison. So the full picture: the silver backing the ETF is held by a bank convicted of 8 years of silver manipulation, and the largest holder of that ETF is a firm documented running a cash into derivatives manipulation scheme in India and facing a federal lawsuit for insider front running in crypto. Silver is down 46% and sitting at $65 today. None of this is proven in a US court and the macro explanations for the crash are real. But no regulator has asked the one question that matters: what was Jane Street's TOTAL net silver position on January 29 and 30, including the full options book and complete derivatives exposure? Because if the India playbook was running in silver, the $1.3B ETF stake was just the cost. The options position on the other side was the profit. And the 49% crash was not a crash. It was a payout.
Bull Theory tweet media
English
294
1.5K
4.8K
487.2K
Margin of Safety🇮🇳
Margin of Safety🇮🇳@InvestorOfJAMMU·
If market do not Bottom at these levels, I will consider retirement from Market and shift to FD🥹 Nifty 22500 Bank Nifty 51400 Nifty Smallcap 15000 Kotak Bank 355 HDFC Bank 750 ICICI Bank 1220 Screenshot it🩵
English
171
42
912
151.4K
Cricketopia
Cricketopia@CricketopiaCom·
Q15. What is your favourite cricket match (Test/ODI/T20I)?
English
14
0
2
3.5K
Cricketopia
Cricketopia@CricketopiaCom·
Let’s have some fun this Sunday! 🏏 Answer these quick cricket questions and share your picks 👇 Let’s see how fans think differently! Q1. Which record do you think no one will ever break?
English
34
2
47
30.4K
Cricketopia
Cricketopia@CricketopiaCom·
Q19. Which World Cup moment gave you goosebumps?
English
17
0
1
1.1K
Cricketopia
Cricketopia@CricketopiaCom·
Q8. Which is the greatest team of all time?
English
18
0
2
4K
Cricketopia
Cricketopia@CricketopiaCom·
Q7. What is the greatest Test innings, in your opinion?
English
20
0
4
4.9K