jaideep_cs

1.4K posts

jaideep_cs

jaideep_cs

@jaideep_cs

Katılım Ocak 2013
40 Takip Edilen8 Takipçiler
jaideep_cs
jaideep_cs@jaideep_cs·
@RamMNK @IndiGo6E airlienes continue to ask premium for seats in each column split 12 rows are premium and even non recliner are payable. This forced now for customer who don't need premium seats .
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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
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ᴛʀᴀᴄᴇʀ
ᴛʀᴀᴄᴇʀ@DeFiTracer·
🚨 BREAKING: 🇺🇸 WARREN BUFFETT JUST SAID LIVE ON CNBC: "THE CURRENT MARKET DROP IS NOTHING. A LARGER DECLINE IS AHEAD." HE DEFINITELY KNOWS SOMETHING BAD IS COMING...
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Vikas Vij
Vikas Vij@TheClubJunto·
India Chased Multibagger Dreams; Real Economy Paid the Price 1. Economic Survey flagged dangers of "over-financialization" 2. 82% youth invest on finfluencer tips (CFA Report) 3. Industry Capex down 26% YoY; Family Offices ranked 3rd globally in non-core deal volume INSIGHTS: Economic Survey 2024-25: Warning Drowned in Market Euphoria a. Survey’s Chapter 2 Title itself warned: “The Cart Is Running Before the Horse” (“Cart” is the financial markets; “Horse” is the real economy.) b. Tabled in Parliament 14 months ago (31 Jan, 2025), the Survey stated: “Uncontrolled financial sector growth comes with a cost to the real economy. India should ensure a gradual and orderly development of its financial markets.” c. “When the economy reaches a state of over-finance, the financial sector competes with the real sector for resources (such as skilled labour and capital investments).” d. “Financial engineering creates complex products whose risks are not known to the average consumer. These products are designed in a way that lenders have no “skin in the game” (no risk)." e. “Critical Risk”: “Dominance of financial markets and asset price considerations may overly influence public policy, including regulatory policy.” It means, the whole system promotes stock market as the nation’s growth engine, while the “horse” (real economy) gets left behind. Private Sector Focus: Promoter Selling, IPOs (OFS), Rise of Family Offices a. Economic Survey 2025-26 (29 Jan, 2026): “Indian private sector is historically risk-averse, comfortable with technology import & licensing, and has failed to step up the primary engine of R&D.” b. “In absence of innovation, India risks remaining a “service provider” to the developed world, vulnerable to technology denials and supply chain shocks." c. Private Sector Capex: Despite record corporate profits, Capex in FY26 was projected to dip 26% YoY (₹6.56T in FY25 to ₹4.89T in FY26). Where is the promoter interest? (Read next point.) d. PwC Report (Dec 2025): Family Offices in India are rapidly moving into investments outside their core businesses. NexGen of India’s family-controlled empires is “taking a leaf” from global private equity and VC playbook. e. Indian Family Offices have grown from 45 in 2018 to 300 in 2024 (during years of market boom). Indian Family Offices now rank third globally in annual VC deal volume, behind only the US and the UK. f. India added 3,000+ new UHNIs (ultra-high net worth individuals) in just one year (thanks to the market boom), creating a deeper pool of “sophisticated investors” outside their core businesses.” (Hurun Wealth Report) g. Chief Economic Advisor Nageswaran (Nov 25, 2025): “IPOs in India have become exit vehicles for early investors, rather than means of capital investing.” In Apr-Sept 2025 quarter, 55 Indian IPOs raised ₹65K crores. Most of it was OFS. (Buyers were Indian mutual funds and retail.) Indian Youth: YOLO Trading a. The Wall Street Journal recently used a phrase: “You Only Live Once” (YOLO trading). It is leading young people to treat markets like a casino. They haven’t seen that stocks also go down. b. India’s youth have been losing their family savings in F&O trading and chasing momentum stocks. SEBI Survey 2025 showed that 91% traders lost money in F&O. 76% of these participants were “Low Income” traders (annual income below ₹5 lakh). The system did not educate them, but encouraged them with non-stop T20 World Cup ads featuring celebrities. c. CFA Institute Survey (Mar 2025) showed India has 3.5 million social media “finfluencers” (financial influencrs). Over 82% of the followers of these finfluencers made investments based on their advice. d. Average finfluencer age is 31 years, with 60% under 29. Only 2% are SEBI-registered. 59% have commercial partnerships or sponsorships (vested interest). 63% fail to disclose these financial affiliations. 91% are on YouTube; 64% on Instagram; 61% on Facebook. (SEBI Investor Report) e. CMIE Data: Declining Labour Force Participation Rate (below 40%) indicates many youth have dropped out of employment activity. They are not even actively looking for jobs (LFPR means that). One must also remember trading activity occurs between 9:15 am and 3:30 pm on weekdays, which are peak hours for work, apprenticeship, and vocational colleges. f. Nithin Kamath (Zerodha) in 2024: “A whole generation of people were sitting on the fence and thinking whether they should trade or not trade. They have all jumped in.” ENDPIECE: Lottery-ization of India “How many of you want to be rich?” Hundreds of hands shoot up at a packed conference hall in Bengaluru. The attendees are responding to Chandan Taparia, head of derivatives research at Motilal Oswal. “Friends, if you follow this (pointing to technical charts on the screen), trust me, you won’t lose.” He continues: If you win, you can rule the world.” Hoping to “rule the world,” Anand, a 23-year old who travelled 300 miles to attend the Bengaluru conference, said: “I’m a poor person. But I have a big dream for my life.” – Quoting from Financial Times (July 18, 2024) @arabicatrader
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jaideep_cs
jaideep_cs@jaideep_cs·
@raghav_chadha Every one is raising it since years but all hits deaf years , nothing which is not known but either no one wants to solve to get political gains or no money
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Raghav Chadha
Raghav Chadha@raghav_chadha·
Traffic has turned our metro cities into giant parking lots with people trapped inside them. In Bengaluru, Pune, Mumbai, Kolkata, Delhi and Chennai, on average a commuter spends 100 to 168 hours a year stuck in traffic . Not commuting. Just sitting. Every hour lost is an hour India cannot get back. Productivity lost, fuel wasted, air polluted, quality of life damaged. I stood up in Parliament and demanded a National Urban Decongestion Mission for our big metro cities with better public transport, smarter traffic management and a scientific parking policy. We are not stuck in traffic. We are stuck because of it. And if India wants its economy in the fast lane, our cities need to start moving.
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Utkarsh Sharma
Utkarsh Sharma@techxutkarsh·
A senior Google engineer just dropped a 421-page doc called Agentic Design Patterns. Every chapter is code-backed and covers the frontier of AI systems: → Prompt chaining, routing, memory → MCP & multi-agent coordination → Guardrails, reasoning, planning This isn’t a blog post. It’s a curriculum. And it’s free.
Utkarsh Sharma tweet media
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jaideep_cs
jaideep_cs@jaideep_cs·
Fii sellings have pulled markets down from 26k to 22k , dii adding only micro suports , with economy in jeopardy with rising prices and no fwd visibility yet to earning . What is the driver ... @grok
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jaideep_cs
jaideep_cs@jaideep_cs·
Choodasandra lake road .. w have been property taxes since years but not seeing this work done.
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jaideep_cs
jaideep_cs@jaideep_cs·
Making handfolded request to hon dy cm @DKShivakumar and hon cm @siddaramaiah to get the road work done ,pending since a decade . We run into immense hardship while commuting through this road . Hoping for some action
jaideep_cs tweet media
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jaideep_cs
jaideep_cs@jaideep_cs·
Current ongoing war an I-Opener that checks how ready are we to overcome the energy crisis if the War Persists for a several Years like Russia-Ukraine, are we ready with alternate sources of energy, letting people answer this..
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jaideep_cs
jaideep_cs@jaideep_cs·
@grok do you agree, add your opinion for the posts above and down..
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jaideep_cs
jaideep_cs@jaideep_cs·
Sensible thing to do at this time, do not pull out your money, let market recover, if there is V fall, there will be V shaped recovery. Value investing market is the US market, centre of AI Innovations that is where future lies, restructure your folios
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jaideep_cs
jaideep_cs@jaideep_cs·
The current War is test for where does the growth lies. It is fairly visible that Indian market that heavily relies on Oil import suffers the most, so undergoing the PE correction, in last 2 year returns barely 5 pct hurting investors most..TBC
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jaideep_cs
jaideep_cs@jaideep_cs·
If you have got Rich capital, invest directly if not use Indian MFs like ICICI DIRECT Nasdaq or Axis Large & Mid cap MFs ( Has got considerable US exposure) . I continue to be Green with Nasdaq Investment. Diversify the investments, that is wise act
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AsmatAi
AsmatAi@AsmatAi786·
How many square can you see 🙈??.
AsmatAi tweet media
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jaideep_cs
jaideep_cs@jaideep_cs·
@Zaffar_Nama 1 RS each 150 cr/150 cr .. if you want to give 1cr to every one then 150 * 10 power 7 * 1 * 10 power 7 = 150 * 10 power 14 . @grok how much is this in billion and how much percentage of GDP
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Zaffar 🇮🇳
Zaffar 🇮🇳@Zaffar_Nama·
BCCI announced 131 crore rupees prize money for the Indian team. I request them to increase 19 crores more and give it to all Indians so that 150 crore Indians can get 1 crore each.
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jaideep_cs
jaideep_cs@jaideep_cs·
If you’re in NiftyBees or Nifty options: Trail stops tightly below 23,950–24,000. Small longs only on dips to 24,050–24,100 with quick targets (book partial at 24,250).
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jaideep_cs
jaideep_cs@jaideep_cs·
PCR: ~0.83–1.00 (neutral to mildly bearish — fear premium still alive). Max Pain: 24,100–24,300 (price likely to gravitate here by expiry). Next Expiry (17-Mar & 24-Mar series) Similar pattern but slightly wider: Fresh Put OI building at 24,000–24,100 strikes
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jaideep_cs
jaideep_cs@jaideep_cs·
→ This is strong Put writing + some long Put hedging — writers are aggressively defending this level as floor. Call side: Heavy Call writing at 24,200–24,500 CE (short build-up, premiums crashing 30–60%). Bulls have zero conviction upside.
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jaideep_cs
jaideep_cs@jaideep_cs·
This Put wall explains why Nifty keeps bouncing from lows.Bottom Line for TradingShort-term bias: Range-bound 23,900–24,300 with support holding at 24,050–24,100. Any Trump-positive headline = quick bounce to 24,300–24,500. Iran-defiant headline = retest 23,900–24,000.
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jaideep_cs
jaideep_cs@jaideep_cs·
Overall OI Message: The 24,050–24,100 zone you highlighted is the clearest support battleground right now. Heavy Put addition here + Call unwinding higher = market is pricing in limited downside (not crash) but also no strong upside until war headlines improve. Today’s red hammer
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