Trader1

@VVVStockAnalyst Your picks are great but overall I'm seeing exhaustion in the market. I also bought BSE today though

Accelerating faster now - Shifting my gears up. Total Invested @ 45% of PF The booked profits from the last set of trades acting as the fuel to race ! Added 3 new positions all 8% position sizes MCX BSE Groww The first 2 are basically buying back the old positions which i had to close few days back because i was busy but this time at a larger size. Morning opened - NETWEB & SCI ( 12% and 8%) Total Open risk @ 1% ( 5 Lacs) Disc: None of this is a Buy/Sell Reco, dont ever copy my trades, try to read the charts and understand the logic. Else watch my free lectures from my website

Seeing indecisive exhaustion all over the place and trimming positions aggressively - will monitor and add back on retests or breakouts

@scoped_trader @iManasArora Ye lo monthly chart without indicators

@stonktrader1 @iManasArora Kuch samajh bhi aaraha he, kya he isme

If the answer to “Can it give a 30-50% move from here?” is not a convincing yes, it’s not a stock worth putting on your watchlist. Easy way to trim your list. #BroTip

@ABHIJIT54705628 @raghavwadhwa Ok

@raghavwadhwa But the SAME JP MORGAN and Other American brokerages have UPGRADED PAKISTAN and raised Karachi Stock Exchange Target to 225000 by Dec 2026. Please make me aware of the NEXT GEN TECHNOLOGY that Pakistan has that less to such upgrades.

JPMorgan downgraded India, but a line nobody is quoting is the harshest one: "Limited exposure to next generation technology." But the index is not the country. JPM ran a screen on the Nifty 50 and called it. Honestly they aren't entirely wrong. The Nifty 50 is mostly banks, FMCG, energy and IT services. None of that is next gen. But the next gen layer in India IS being built. It just doesn't sit in the Nifty 50. Almost all of it is mid or smallcap. And most of it is down 30 to 40% in the last year. Here's what's actually on the list. 🔹 Kaynes Technology: Kaynes Semicon's OSAT plant in Sanand started commercial production in February. ₹3,300 cr investment. Designed for around 60 lakh chips a day. India's second operational semiconductor unit. 🔹 CG Power: CG Semi JV with Japan's Renesas and Thailand's Stars Microelectronics. ₹7,600 cr OSAT in Sanand. G1 inaugurated August 2025. Commercial production targeted in 2026, ramping toward roughly 4 billion chips a year across two units. 🔹 Tata Elxsi: design services for software defined vehicles, ADAS, embedded electronics. FY26 revenue ₹3,757 cr at a 23.4% PBT margin. Stock down around 30% in a year. 🔹 MosChip Technologies: fabless chip design. Won a ₹509 cr contract from C-DAC to design India's indigenous 5nm HPC processor "AUM" with Japan's Socionext, on TSMC's 5nm node and Arm Neoverse V2. 🔹 Netweb Technologies: designs and builds AI servers in India under the Tyrone brand. Official Nvidia partner. One of four Indian companies Nvidia itself named for India's AI factory build out. 🔹 Tata Communications: large Nvidia Hopper deployment for its public cloud, Blackwell coming next. About 22 data centres globally and an enterprise AI Studio. 🔹 E2E Networks: listed AI first hyperscaler. Nvidia partner. The smallest of the four Nvidia named, also the purest play. 🔹 Dixon Technologies: the EMS layer the rest sits on. Contract manufactures laptops for HP, Lenovo, Acer and Asus, Pixel phones for Google. Not next gen itself, but it's the manufacturing capacity that lets the rest scale. JPMorgan's call at the index level is correct. India does not have an Nvidia, an ASML, a TSMC. But the equivalents at the seedling stage are already listed. The bull case isn't that the Nifty 50 leads the next decade. It's that this list does. And none of it shows up when a foreign desk runs a screen on the Nifty 50. When the cycle rotates back, this is the basket they will come back to. ⚡️Disclaimer: Just my opinion, looking at the JPM report. Not a Buy or Sell recommendation.

@DKcharts Now check out Tata Steel - already above that diagonal resistance from 2021

SAIL has crossed 2024's high .. trend resistance near 210

@VVVStockAnalyst Laarned this from qpower and gmdc lol regime change / rerating in the market

When you get a good momentum phase like this, you need to trail your winners not book quickly. These periods come few times a year. #VVVTip

@ujwal_kr You don't see this breakout lol? What kind of TA do you do

GMDC X favorite stock which apparently everyone was holding when it hit 20% circuit Don't understand what people saw here In the green circle, market along with other stocks were running on steroids, whereas this name was just crawling It was clearly a laggard in the entire rally Then a breakout comes, gives a single candle What happens on the next day? Selling at very high volume Today, gap down with a big cut What did you guys see here?

@SunilVTinani My only concern was that almost 70% of business comes from Coal India And the rest of the business is also heavily into Coal specifically, not other critical minerals / mining

Bought a stock today CMPDI @ 180.50 Subsidiary of coal India. Public issue at 172. Into mining. Has collabs all over the world. Very healthy balance sheet. Will emerge from the shadows as critical mineral mining picks up pace

Waiting for a ~5% retest on $NSDL falling wedge breakout to enter heavily

Today's moves

@iManasArora Brave wtf

#NewPosition - LONG in #CRUDE MAY FUT at 8391 stop 8340 Target: t.ly/_XCrz Disc: Not a buy recommendation. Do NOT copy and lose your capital because you are very likely to.

@iManasArora Starting a position on Friday is risky anyway

How is my loss much smaller than the original 1% stop? My winners don’t take long to work. If they do, they usually don’t work. How do I know? I’ve studied them. Closed half at 3409, and the rest got hit at SL. Lost ₹38,000 on a ₹92L position. That’s a 0.4% hit instead of the original 1%. This is a way to manage risk, but it works only when you truly understand how your winners behave. And that comes only from tracking every little detail.

@VCPSwing Good luck to us

Shorted #NIFTY & #BANKNIFTY Note : Bias is Entirely Intraday

@CaVivekkhatri Which nuclear stamp? I had checked but I think Walchandnagar doesn't hold it anymore

14/ MUST BOOKMARK/SCREENSHOT Who profits from this? Here are the listed Indian companies DIRECTLY involved in India's nuclear programme: 🏭 BHEL - turbines, reactor equipment (all 3 stages) 🏗️ L&T - steam generators, civil construction 🔩 Walchandnagar Industries - Class-I nuclear components, PFBR supplier ⚙️ MTAR Technologies - precision engineering 🏚️ HCC - built 60% of India's nuclear capacity 💧 KSB Ltd - reactor coolant pumps 🔬 Patels Airtemp - only 3 Indian co's hold this nuclear stamp. This is one. 💣 Premier Explosives - nuclear fuel handling systems 🚿 Power Mech Projects - Kaiga nuclear plant civil work These aren't speculative bets. These are the actual companies that built the reactor.

🚨Last night, India switched on a reactor. Here are 9 numbers nobody is talking about: → 72 years: Time since Homi Bhabha conceived this plan → 22 years: Time to actually build it → ₹7,700 crore: Final cost (started at ₹3,492 crore) → 500 MW: Power it will generate → 2nd: India's global rank only Russia had this before → 25%: India's share of world's thorium reserves → 400 years: How long those reserves can power India → 200+: Indian companies that built it. Zero foreign designs. → 3: Countries that tried and quit - USA, Germany, UK 🧵 A thread that will blow your mind:

@Normal_2610 What about Shaily?

The GLP-1 world right now has three separate fights happening at once Fight 1 - Semaglutide just went generic in India Semaglutide patent expired March 20. Over 50 companies are jumping in. Natco is selling it at ₹1,290/month, that's a 90% price drop from ₹15,000+. For a country with 135 million diabetics and 250 million overweight people, this is like opening a dam. Millions who could never afford these drugs suddenly can. That's the public health earthquake. But this is a commodity war. When 50 companies sell the same molecule, nobody makes fat margins. It becomes a volume game with razor-thin profits. Fight 2 - Tirzepatide vs Semaglutide - the drug war At top dose, tirzepatide gives 15% weight loss. Semaglutide gives 10%. That's not a small gap tirzepatide is 50% better. semaglutide is going generic in 10+ countries this year, so Novo loses pricing power. Tirzepatide stays patent-protected. Lilly wins on both fronts - better drug AND full pricing power. Novo is already cutting prices to fight generics Divi's picked a side here, they're making the building blocks for Lilly tirzepatide, not jumping into the semaglutide generic dogfight. Fight 3 - Injections vs Pills This is where it gets really interesting Right now, Divi is building massive peptide synthesis capacity (Kakinada plant, solid-phase peptide synthesis). This is perfect for injectable tirzepatide complex peptide molecules that need specialized manufacturing. But two oral pills are coming fast: Novo oral Wegovy (25mg pill, approved Dec 2025) gives 16.6% weight loss - matching injections. But it's still a peptide, still needs empty stomach, 30-minute wait. Still complex to manufacture. So Divi peptide capacity stays relevant here. Lilly's orforglipron (FDA decision expected April 2026) is the wild card. It a small molecule, not a peptide. No food restrictions. No waiting. Starter dose at $149/month in the US - clearly a mass-market volume play. If this wins the convenience war (and for a daily pill taken by millions, convenience beats an extra 4% weight loss), then the entire manufacturing game changes. Small molecule manufacturing is totally different from peptide synthesis. Divi peptide capacity becomes less relevant for the oral volume war. So where does Divi's actually sit? The best case - injectable tirzepatide isn't going away anytime soon. Even if orforglipron wins the mass market, injectables will remain the premium option for patients who want maximum weight loss. Hospitals, specialists, severe obesity cases, they'll keep using injectables. And Lilly needs massive volumes of peptide intermediates for that. Divi is one of very few Indian companies that can deliver at scale and quality. Jefferies sees $800M-$1B in GLP-1 revenue for Divi by FY32.

@Prabinmen Post tax harvesting restock

#Nifty #Sensex #Stockstobuy #trendingstocks #Priceaction Can anyone tell me about the differentiating factor for Indian markets today?? Don't tell me Trump ne war rokne ki baat ki hai

@prsablue Did you take any positions?

#NIFTY UP 500 POINTS🔥 AND YOU THOUGHT IT WAS BECAUSE OF NEWS😅👇 #nifty #nifty50 #sensex #stockmarket #banknifty #StocksToWatch #giftnifty #StocksInFocus #stocks #watchlist #investment

@indiacharts But the Move index?

India VIX is making a higher high today but US VIX is not

@VCPSwing Are there market makers in india? They would make charts look so much more structured and orderly

Even with 20% circuit limits, stocks like these are still of poor quality. The price of these stocks doesn't move in a clear, linear fashion, making them classic choppy stocks. There will be sporadic spikes, abrupt reversals, and little to no follow-through. Sitting through is more difficult than sizing. Easy method of evaluation: Examine your timeline and make sure: Does this stock have a recent history of rapid, one-way movements and Big expansion days? Directional movement should be evident in short bursts.The absence of those indicates a lack of momentum character in the stock. Without expansion, there would be no swing edge. Passing is preferable than forcing trades in noise.