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๐ก๐ถ๐ณ๐๐ ๐๐ง ๐๐๐บ๐ฝ๐ฒ๐ฑ ๐ฎ๐ฒ.๐ต% ๐ถ๐ป ๐๐๐๐ ๐ฐ ๐ ๐ผ๐ป๐๐ต๐
On 1 July 2026, Nifty IT was just 25,769.
Tiday it's hovering at 32,700.
That's a massive recovery of 6,931 points, or 26.9%.
When everyone was pessimistic about the IT sector, the opportunity was right there.
Investors love discounts everywhere, except in the stock market!
Pessimism makes noise, but optimism makes money.
Did you buy IT crash or just criticise the Indian IT sector?
Hi @Grok
Which companies may get removed from the Nifty 50 by 2030?
Based on the patterns of the last 30 years, give me your view on the Nifty 50 in 2030.
What is the possibility of new companies being included and existing names being replaced in the Nifty 50?
niveshak retweeted
๐๐ ๐๐ป๐ผ๐๐ ๐ฌ๐ผ๐๐ฟ ๐๐ป๐๐ฒ๐๐๐ถ๐ป๐ด ๐๐ถ๐ฎ๐๐ฒ๐. ๐๐ผ ๐ฌ๐ผ๐? ๐ค
We ask AI for stocks, markets & returns.
But have you ever asked @Grok or @ChatGPT to analyse YOU as an investor?
I tried this๐
"We have been interacting for several months. Based on our conversations, assess my investing habits, decision-making, strengths, weaknesses and biases. Be brutally honest, not flattering."
Try it and comment โ๏ธ your biggest weakness.
๐๐ป๐ฑ๐ถ๐ฎ'๐ ๐๐ถ๐ด๐ด๐ฒ๐๐ ๐๐ผ๐ฟ๐ฝ๐ผ๐ฟ๐ฎ๐๐ฒ ๐๐ผ๐๐๐ฒ๐
Jio Platforms' listing has changed the ranking of India's largest corporate houses.
Top 10 business houses by combined market capitalisation of listed companies.
1. Reliance Group: โน30.48 lakh crore
2. Tata Group: โน25.63 lakh crore
3. Adani Group: โน16.82 lakh crore
4. Bharti Group: โน13.82 lakh crore
5. Bajaj Group: โน13.50 lakh crore
6. HDFC Group: โน13.22 lakh crore
7. ICICI Group: โน12.73 lakh crore
8. Aditya Birla Group: โน10.16 lakh crore
9. Larsen & Toubro Group: โน7.75 lakh crore
10. Mahindra Group: โน5.87 lakh crore
๐ Jio Platforms' listing helped Reliance reclaim the No. 1 position from Tata Group.
Source: Financial Express / Dion Global
niveshak retweeted
๐๐ป๐๐ฒ๐๐๐ถ๐ป๐ด ๐ถ๐ป ๐ฎ๐ฌ๐ญ๐ฌ ๐๐. ๐ฎ๐ฌ๐ฎ๐ฒ
niveshak retweeted
Ten Investing Handle Every Investor Can Follow [Given By Grok]
1. @Nithin0dha
2. @porinju
3. @VijayKedia1
4. @Iamsamirarora
5. @dmuthuk
6. @BMTheEquityDesk
7. @deepakshenoy
8. @safalniveshak
9. @shyamsek
10. @MohnishPabrai
Ten Investing Handle Every Investor Can Follow [Given By Grok]
1. @Nithin0dha
2. @porinju
3. @VijayKedia1
4. @Iamsamirarora
5. @dmuthuk
6. @BMTheEquityDesk
7. @deepakshenoy
8. @safalniveshak
9. @shyamsek
10. @MohnishPabrai
niveshak retweeted
๐จ ๐จ๐ฆ ๐๐ & ๐๐ต๐ถ๐ฝ ๐ฆ๐๐ผ๐ฐ๐ธ๐ ๐๐ฟ๐ฎ๐๐ต! ๐๐ป๐ฑ๐ถ๐ฎ๐ป ๐๐ง ๐๐ฎ๐ฐ๐ธ ๐ถ๐ป ๐๐ฐ๐๐ถ๐ผ๐ป
Heavy selling in US AI and semiconductor stocks.
Look at the damage.
๐ป Intel (INTC): Down 30%
๐ป SanDisk (SNDK): Down 13%
๐ป AMD: Down 12%
๐ป Bloom Energy (BE): Down 10%
๐ป Silicon Motion (SIMO): Down 9%
๐ป HPE: Down 8%
๐ป Nvidia (NVDA): Down 5%
But something interesting is happening on the other side.
Indian IT ADRs are trading in green.
๐ผ Infosys ADR: Up 3%
๐ผ Wipro ADR: Up 2.6%
๐ผ Reliance: Up 2.7%
For the last few quarters, everyone was chasing AI.
Is money shifting from expensive AI stocks to old-school IT businesses?
What's your view?
๐๐ ๐๐ป๐ผ๐๐ ๐ฌ๐ผ๐๐ฟ ๐๐ป๐๐ฒ๐๐๐ถ๐ป๐ด ๐๐ถ๐ฎ๐๐ฒ๐. ๐๐ผ ๐ฌ๐ผ๐? ๐ค
We ask AI for stocks, markets & returns.
But have you ever asked @Grok or @ChatGPT to analyse YOU as an investor?
I tried this๐
"We have been interacting for several months. Based on our conversations, assess my investing habits, decision-making, strengths, weaknesses and biases. Be brutally honest, not flattering."
Try it and comment โ๏ธ your biggest weakness.
niveshak retweeted
Hey @Grok , analyze the entire X and tell me 10 Investing handles which every Indian Investors should follow.
niveshak retweeted
โBuy on bad news, sell on good news.โ โ John Neff
#ValueInvesting #Investing
๐จ ๐จ๐ฆ ๐๐ & ๐๐ต๐ถ๐ฝ ๐ฆ๐๐ผ๐ฐ๐ธ๐ ๐๐ฟ๐ฎ๐๐ต! ๐๐ป๐ฑ๐ถ๐ฎ๐ป ๐๐ง ๐๐ฎ๐ฐ๐ธ ๐ถ๐ป ๐๐ฐ๐๐ถ๐ผ๐ป
Heavy selling in US AI and semiconductor stocks.
Look at the damage.
๐ป Intel (INTC): Down 30%
๐ป SanDisk (SNDK): Down 13%
๐ป AMD: Down 12%
๐ป Bloom Energy (BE): Down 10%
๐ป Silicon Motion (SIMO): Down 9%
๐ป HPE: Down 8%
๐ป Nvidia (NVDA): Down 5%
But something interesting is happening on the other side.
Indian IT ADRs are trading in green.
๐ผ Infosys ADR: Up 3%
๐ผ Wipro ADR: Up 2.6%
๐ผ Reliance: Up 2.7%
For the last few quarters, everyone was chasing AI.
Is money shifting from expensive AI stocks to old-school IT businesses?
What's your view?
Hey @Grok , analyze the entire X and tell me 10 Investing handles which every Indian Investors should follow.
Stock Market is a place where people have different opinions.
> Some said the market would crash after the Jio Platforms IPO.
> Some said the market was being manipulated for the IPO.
> Can someone manage the market at such levels?
โ If yes, what can you do as an ordinary investor?
โ
Nothing ๐, other than investing when opportunities arise.
niveshak retweeted
๐๐ฎ๐ป ๐๐ถ๐ผ ๐ฃ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ๐ ๐ ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป ๐ง๐ต๐ถ๐ ๐ฃ๐ฟ๐ฒ๐บ๐ถ๐๐บ ๐ฉ๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป?
๐๐ต๐ฎ๐ฟ๐๐ถ ๐๐ถ๐ฟ๐๐ฒ๐น
๐น Price: โน1,974
๐น Market Cap: โน12.30 lakh Cr
๐น P/E: 39.4x
๐น ARPU: โน264
๐น Users: 49.43 Cr
๐๐ถ๐ผ ๐ฃ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ๐
๐น Price: โน1,431
๐น Market Cap: โน13.16 lakh Cr
๐น P/E: 43.6x
๐น ARPU: โน215.60
๐น Users: 51.11 Cr
Do you also think we are heading towards a premium-valued telecom industry?
Can we see a 15โ20% upside through a valuation re-rating?
๐๐ฎ๐ป ๐๐ถ๐ผ ๐ฃ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ๐ ๐ ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป ๐ง๐ต๐ถ๐ ๐ฃ๐ฟ๐ฒ๐บ๐ถ๐๐บ ๐ฉ๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป?
๐๐ต๐ฎ๐ฟ๐๐ถ ๐๐ถ๐ฟ๐๐ฒ๐น
๐น Price: โน1,974
๐น Market Cap: โน12.30 lakh Cr
๐น P/E: 39.4x
๐น ARPU: โน264
๐น Users: 49.43 Cr
๐๐ถ๐ผ ๐ฃ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ๐
๐น Price: โน1,431
๐น Market Cap: โน13.16 lakh Cr
๐น P/E: 43.6x
๐น ARPU: โน215.60
๐น Users: 51.11 Cr
Do you also think we are heading towards a premium-valued telecom industry?
Can we see a 15โ20% upside through a valuation re-rating?









