Nara Nih

#Intel #NVIDIA #Chips #Semiconductor Can Intel turnaround? - A thread Mental Model: Management Change Business units Products: Core business, generates positive cash flow (like an IP innovator). Foundry: Capital-heavy manufacturing for self and clients (CDMO of chips).

@tushar9590 Aren't civil use ones low margin?

Ideaforge Drone gets DGCA Certification allowing commercial deployment across India for survey, mapping, aerial surveillance and infra inspection. More Civil use case for Ideaforge to diversify from defence. #Ideaforge

@tushar9590 Kotyark Inds, they can do 10x revenue with current capacity but need similar push in biodiesel that govt gave for ethanol blending. Probability is high with crude consistently 90+ and stock already doubled from lows with good results this quarter.

2026 Year of Turnarounds. For many duds & the markets. Name a dud which is not a dud anymore in 2026.

@AlwynS18 Lol, CJP is literally a foreign power plot operating from outside of India with bot accounts. But blind haters like you will just keep crying 😭 x.com/TheChronology_…

@nara_nih joker..that's cuz he doesn't yet have any influence which would make it worthwhile for the govt to go after him..

Cockroach Janta Party account withheld on legal demand. Career shuru hone se pehle hi khatam.

@StCash26 @Gems_of_trading @microcp2mltibgr All in for questioning but we don't want foreign power puppet. Becoming so big is virtually impossible without foul play. Please check out these: x.com/VijayGajeraO/s… x.com/TheChronology_…

@nara_nih @Gems_of_trading @microcp2mltibgr I’m a neutral here and how banning or suppressing the voice of people for questioning the government for wrong doings and making them to take accountability is different from dictatorship. Media doesn’t question the government the who will?

@microcp2mltibgr Now you are on the path to become a true "influencer". Ragebait posts with deliberately missing context.

@Gems_of_trading @microcp2mltibgr Tere jaise khuley bhauk rahe hain koi action nahi, kahe ki dictatorship. Teri jamat to chahti hi hai ki deshein anarchy ho, hamesha aise logo k support mein aa jate ho bhagkr.

@microcp2mltibgr Just imagine the dictatorship we are facing. And imagine how much coward our so-called Mahamanav and their entire government is. We are in the endgame now

@tushar9590 Transrail

A US based Fund is setting up 1 billion dollar platform in India to invest only in power transmission sector. Calling it a multi decadal opportunity to build grid infrastructure in the country. Interested in this theme, How are you playing it?

@soicfinance The one with reasonable valuations. Hard to find in these trending sectors.

Topic for next business analysis?

You don't need to read 100s Investor Presentations and annual reports You need to ingest them with NotebookLM, then research with Claude. Here are 8 powerful prompts that compress 200 hours of investing research into one weekend break. Save this thread 🧵

Below is my recent presentation I did at @_groww and at @Bharat_Nivesh event. I talk about business and market cycles. And how these affects stocks. The cyclical ones as well as the non-cylical ones. Many case studies in the presentation. There is absolutely no investment advice or recommendation on any stocks mentioned in the presentation. Any stock in the presentation will only be there for the purpose of explaining investing concepts. Hope this is of help for value investors, primarily. slideshare.net/slideshow/buy-…

@NadeemA76747693 @UnSubtleDesi @NadeemA76747693 Because literally everyone from the Muslim community come running to defend literally any act by a Muslim be it a suicide blast, terrorist attack, love jihad or this one. But hardly any non-muslims do it, like Hindus openly speak against mob lynching for cow.

@UnSubtleDesi Ma’am, with due respect, if someone does such kind of wrong act, he should be fined 500–1000 Rs so that he never repeats the same in life. But if you want to blame the whole community for one person’s mistake, then who is polluting our rivers and every chauraaha by urinating ?

Sayema is defending the indefensible act of an old Muslim man whipping out his Johnny and urinating in front of women. The answer to the question, “why is the Muslim community so radicalized, uncivilized and overall incompatible with the rest of humanity”, is simple - its women

#InfiniteIndia | The Sati narrative was often distorted during colonial rule to malign India and its civilization. In the Ramayana and Mahabharata, countless women were widowed, yet widow burning was not the norm. Ancient Vedic traditions allowed widows to live with dignity and remarry, but selective interpretations were used by colonial Christian missionaries to defame India’s social heritage. Watch the full program: youtu.be/u6FD001pITw @authoramish #IndianHistory #Sati #ColonialNarrative #InfiniteIndiaOnDD

Bharat made a historical deal with the most important company in the world, ASML🔥🔥

"Muze toh shaq hota hai ki aap Hindu ho bhi ya nahi" 😂😂 Dhirendra Shastri Ji brutally roasts TV9 Secular Anchor batting indirectly for Samajwadi Party. Ps- 'GC Warriors' must stay away from this post. Won't be able to see their 2 mths efforts going down drain in 3.24 minutes.

@vineetjain1101 Great call. Any views on $ACMR? It is in WFE, will be a beneficiary of capex by memory players especially in China and already trading at ~50% discount to chinese subsidiary stake. Now diversifying to US via Oregon plant.

This was so obvious! $MU

@ArindamPramnk Any views on Ajanta Soya with similar business?

🌾 Gokul Agro | Q4 FY26 Highlights 📍 CMP: ₹240 | M.Cap: ₹7,080 Cr | PE: 19.2 ✅ Year-over-Year Performance (Mar ’26 vs Mar ’25): • Sales: ₹6,200 Cr (vs ₹5,462 Cr) ⇡ 14% • EBITDA: ₹195 Cr (vs ₹122 Cr) ⇡ 60% • Net Profit: ₹119 Cr (vs ₹48.7 Cr) ⇡ 144% • EPS: ₹4.03 (vs ₹1.65) ⇡ 144% ✅ Sequential Performance (Mar ’26 vs Dec ’25): • Sales: ₹6,200 Cr (vs ₹6,314 Cr) ⇣ 2% • EBITDA: ₹195 Cr (vs ₹162 Cr) ⇡ 20% • Net Profit: ₹119 Cr (vs ₹77.7 Cr) ⇡ 53% • EPS: ₹4.03 (vs ₹2.63) ⇡ 53% 📌 Key Insights: • Strong Revenue Growth: Healthy YoY sales growth reflects improving business momentum in agro/edible oil segment. • Margin Expansion Excellent: EBITDA growth significantly ahead of sales indicates strong margin improvement and operational efficiency. • Profitability Surge: PAT and EPS more than doubled YoY highlighting strong earnings acceleration. • Sequential Profit Growth Strong: Despite flat sales QoQ, profitability improved sharply showing better cost control/margins. • Valuation Reasonable: PE around 19 appears relatively attractive considering strong earnings growth profile

Things I learnt for the first time about West Bengal after BJP formed Govt -WB had "illegal tolls" that needed a CM's order for removal -WB did not live telecast proceedings of State Assembly -WB did not implemented the Bharatiya Nyaya Sanhita (BNS) Kya hi chal raha tha state me

@tushar9590 Sir, you have pissed blind haters again. 😂

Fuel Price hike globally since Iran War: US: 46% China: 25% Europe: 20% . . . India: 3% Jai Hind 🇮🇳

@microcp2mltibgr So now they have a license to do almost anything in the name of equality

@microcp2mltibgr Or people who scored negative marks but still became doctors because their ancestors were supposedly oppressed