Gaurav M 🇮🇳

85% revenue growth at this scale is insane. Closest Indian parallels? → Persistent Systems (AI-led IT services) → KPIT Tech (auto software) → Tata Elxsi (engineering R&D) If you’re chasing Palantir from India, ask: why not own the desi AI infra story instead? Same theme. Better valuations. Rupee earnings.

Palantir tops estimates on 85% revenue growth, fastest expansion since market debut in 2020 cnbc.com/2026/05/04/pal…

Plot twist on Palantir. Earlier today: HSBC downgraded it ahead of earnings. Tonight: 85% revenue growth, fastest since IPO. Lesson for every Indian retail investor: Analyst downgrades ≠ business reality. They’re opinions. Earnings are facts. This is why I tell my clients: read the results, not the recommendations. What’s on your watchlist this earnings season?

Cramer’s “new economy” advice for US ≠ India. US new economy = AI, cloud, semiconductors India new economy = digital infra, EMS, defence, renewables, financialization Don’t blindly copy US themes. Indian retail’s biggest mistake: buying NVIDIA when Dixon, KPIT, BEL are the actual desi compounders. Know your market.

Jim Cramer says to own these types of stocks that 'dominate the new economy' cnbc.com/2026/05/04/jim…

Strait of Hormuz tension is escalating fast. Yesterday: US warship rumour Today: South Korean vessel actually damaged What this means for India: → Brent could spike to $90+ this week → Petrol/diesel hikes likely if it sustains → OMC stocks (BPCL, HPCL, IOC) under pressure → Paint, tyre, FMCG margins squeeze incoming Watch crude. Don’t watch headlines.

#SouthKorean vessel damaged in #StraitofHormuz, #Trump says 'perhaps time for #Seoul to come and join mission' cnbctv18.com/world/south-ko…

Goldman Sachs just warned: crude could hit $115. Brent is already at $107. Rupee at record low ₹94.78. Here's what $115 crude means for your money: → Petrol in Mumbai crosses ₹113/litre → Your grocery bill rises through stealth inflation → RBI may be forced to HIKE — not cut — in June → Home loan EMIs get more expensive again We went from "rate cut party" to "rate hike fear" in 90 days. Is your portfolio positioned for this reversal? 👇 #IndianMarkets #CrudeOil

Goldman Sachs just warned: crude could hit $115. Brent is already at $107. Rupee at record low ₹94.78. Here's what $115 crude means for your money: → Petrol in Mumbai crosses ₹113/litre → Your grocery bill rises through stealth inflation → RBI may be forced to HIKE — not cut — in June → Home loan EMIs get more expensive again We went from "rate cut party" to "rate hike fear" in 90 days. Is your portfolio positioned for this reversal? 👇 #IndianMarkets #CrudeOil

Hot take: Your Fixed Deposit is losing you money. FD rate: 7.1% Inflation rate: 5.8% (rising with crude at $114) Tax on FD interest (30% slab): 2.1% Real return after tax + inflation: -0.8% You are paying the bank to hold your money. A debt mutual fund does the same job: → Same capital safety → Better post-tax returns → No TDS on withdrawal Convince me why FD is still smarter. I'm listening. 👇 #PersonalFinance #MutualFunds

@impulsivearchit @CNBCTV18Live I had this confidence in covid fall as well.

@TheWiningTurtle @CNBCTV18Live Where was this confidence in march ?

#FundFlow | FIIs Net Buy ₹2,835.62 Cr While DIIs Net Buy 4,764.16 Cr In Equities Today (Provisional)

20% IRR for decades on $100B is harder than 50% on $1M. Scale kills returns. Most people don’t realise this. That’s why your ₹5,000 SIP can theoretically beat any HNI portfolio over 25 years — small money is FREE money. It can move into anything. Howard Marks gets this. So should every retail investor.

Episode out now: yt.openinapp.co/zz7w7 Sharp man at 80, i asked him how - he said puzzles. For someone to have returned near 20 percent IRR for decades on a $100B corpus is ridiculous, lots to learn from this.. @Oaktree

Most SIP investors are missing this one move. ₹5,000/month SIP for 20 years = ₹49.9 lakh The same ₹5,000/month SIP with 10% annual step-up = ₹1.01 crore Same fund. Same market. Same risk profile. Double the wealth — just from increasing by 10% every year. That 10% matches your annual salary hike. You won't even feel it leaving your account. This is called a Step-Up SIP. Has your mutual fund distributor ever explained this to you? 👇 #MutualFunds #SIP

@CNBCTV18Live @CNBCTV18News 8,795 votes just decided India’s #2 manufacturing state. Markets HATE uncertainty. Watch for volatility in: → TVS Motor, Ashok Leyland (auto hub) → Chennai Petro, Sundaram Finance → TN-exposed PSU banks Don’t trade this on emotion. Wait for clarity. Cash is also a position.

#ElectionExchange | #TamilNadu's CM #MKStalin Loses Against #TVK's VS Babu By 8,795 Votes #ElectionResultWithCNBCTV18 #ElectionResults2026 #TamilNaduResults

$465,000 = ₹3.86 crore. Sounds like a fortune, right? Reality check for a 30-year-old salaried Indian: → 6% inflation eats this in 25 years → Real value in 2055 ≈ ₹90 lakh → Won’t cover a single hospital bill in old age “Rich” in retirement is a moving target. Start your SIP today. Not Monday. Today.

Trump said $465,000 in retirement savings is ‘rich.’ Is it? cnbc.com/2026/05/04/tru…

4 state results + US-Iran tension + crude on edge. Tomorrow’s market open will be WILD. Game plan for salaried investors: → Don’t panic-sell at 9:15 AM → Don’t FOMO into any “victory rally” → Wait for the 11 AM stability window → Your SIP runs on autopilot. Let it. News is noise. Process is wealth.

#IndiaBusinessHour * #Lotus #Blooms in #Bengal; 15-year #Mamata reign ends * #Vijay scripts a blockbuster; #Dravidian #Binary ends in #TamilNadu * #Congress-led #UDF wins #Kerala; No #Left #Govt now in any state * #NDA hattrick in #Assam * #USA denies #Iranian claims of hitting #American #Warship * #DStreet ends largely higher * #Tata trusts likely to recast; #Tata sons board on #May 8 * #VodafoneIdea eyes ₹35,000 cr; #Bankers met last week: Sources * #Legal setback for #Vedanta; #Adani bid for #JPAssociates upheld * #Auto #Sales rev up in #April * #CEA warning on #Fisc & #Cad; revised growth estimates after #Q1 * $1.63 bn for #RajasthanRoyals; #LNMittal, #Poonawalla win bid Watch: youtube.com/live/guYLwvskW…

@F1_hardik @CNBCTV18Live True, block deals can create a temporary imbalance, but long-term flows matter more. FII buying and DII confidence both show the market’s underlying strength—patience usually pays off. 👍

@TheWiningTurtle @CNBCTV18Live kuch bhi.... dont be in a fools paradise... FII has net purchased only because of Adani ports block deal

Forget who wins. Look at what’s at stake: Tamil Nadu = 9% of India’s GDP, #2 in factory output, hub for autos, electronics, textiles. Any political shift here moves Ashok Leyland, TVS, Chennai Petro, Sundaram Finance. State elections aren’t just news. They’re sector-rotation triggers.

#ETMarket Thalapathy government? Why Vijay's historic rise in India's industrial powerhouse state matters for stock market economictimes.indiatimes.com/markets/stocks…

@CNBC Strait of Hormuz = 20% of global oil flows through here. Even a rumour of escalation = crude spikes = your petrol bill, FMCG margins, and rupee all take a hit. India imports 85% of its oil. This isn’t foreign news. This is your SIP’s next 3 months. Watch Brent. Closely.

U.S. military denies Iran's claim it struck U.S. warship in Strait of Hormuz cnbc.com/2026/05/04/ira…

@CNBC Big lesson for every Indian buying US stocks via Vested/INDmoney: A “downgrade” ≠ sell. A “lower price target” ≠ crash. HSBC’s note will be priced in by next open anyway. Read the report. Not the headline. That’s how smart money games retail.

Palintir gets a downgrade and a lower price target from HSBC ahead of first-quarter earnings cnbc.com/2026/05/04/pal…

@CNBCTV18News Investor Protection Act > election headlines. Most retail investors in India don’t realise: → 90% of investment frauds happen via unregistered “advisors” → Recovery rates are below 5% If states actually enforce this, it’s a bigger win than any budget bonanza.

Who will be Kerala's next CM as Congress-led UDF clinches a victory? Lok Sabha MP Shashi Tharoor says high command will decide. Tharoor hails the victory, says Congress will rollout the red carpet for investors in Kerala & introduce an Investor Protection Act Watch: youtu.be/fUumBpP00U8 #KeralaElection2026 #UDFVictory #KeralaNewCM #ShashiTharoor #InvestorProtectionAct #KeralaPolitics #CNBCTV18Digital

Iran's peace signal sent crude crashing from $114 → $108. Then it bounced straight back to $114. In under 24 hours. This is what a blocked Strait of Hormuz looks like — one rumour moves markets 5%. What this means for every Indian investor: → Every ₹10 rise in crude = ₹1 lakh crore extra import bill → That's rupee pressure, fiscal pressure, inflation pressure → Your SIP is navigating this volatility every single day The pause is over. How are you positioned for June? 👇 #IndianMarkets #CrudeOil