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Speaks on 'What should U avoid while investing | IIM-Ahmedabad | Investment Advisor (AFP) | NISM- Research Analyst| MF, Stocks and Market Outlook| Xpertvoice

Ahmedabad
Joined June 2016
Photo by niveshak (@Sandeepnirvan)Photo by niveshak (@Sandeepnirvan)Photo by niveshak (@Sandeepnirvan)Photo by niveshak (@Sandeepnirvan)Photo by niveshak (@Sandeepnirvan)Photo by niveshak (@Sandeepnirvan)Photo by niveshak (@Sandeepnirvan)Photo by niveshak (@Sandeepnirvan)Photo by niveshak (@Sandeepnirvan)
๐—ก๐—ถ๐—ณ๐˜๐˜† ๐—œ๐—ง ๐—๐˜‚๐—บ๐—ฝ๐—ฒ๐—ฑ ๐Ÿฎ๐Ÿฒ.๐Ÿต% ๐—ถ๐—ป ๐—๐˜‚๐˜€๐˜ ๐Ÿฐ ๐— ๐—ผ๐—ป๐˜๐—ต๐˜€ 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?
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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?
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niveshak retweeted
๐—”๐—œ ๐—ž๐—ป๐—ผ๐˜„๐˜€ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—•๐—ถ๐—ฎ๐˜€๐—ฒ๐˜€. ๐——๐—ผ ๐—ฌ๐—ผ๐˜‚? ๐Ÿค” We ask AI for stocks, markets & returns. But have you ever asked @Grok or @ChatGPT to analyse YOU as an investor? I tried this๐Ÿ‘‡ "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 โœ๏ธ your biggest weakness.
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๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ'๐˜€ ๐—•๐—ถ๐—ด๐—ด๐—ฒ๐˜€๐˜ ๐—–๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ฒ ๐—›๐—ผ๐˜‚๐˜€๐—ฒ๐˜€ 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: โ‚น30.48 lakh crore 2. Tata Group: โ‚น25.63 lakh crore 3. Adani Group: โ‚น16.82 lakh crore 4. Bharti Group: โ‚น13.82 lakh crore 5. Bajaj Group: โ‚น13.50 lakh crore 6. HDFC Group: โ‚น13.22 lakh crore 7. ICICI Group: โ‚น12.73 lakh crore 8. Aditya Birla Group: โ‚น10.16 lakh crore 9. Larsen & Toubro Group: โ‚น7.75 lakh crore 10. Mahindra Group: โ‚น5.87 lakh crore ๐Ÿ‘‰ Jio Platforms' listing helped Reliance reclaim the No. 1 position from Tata Group. Source: Financial Express / Dion Global
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niveshak retweeted
๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿญ๐Ÿฌ ๐˜ƒ๐˜€. ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ
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In that case, I have crores to claim.
Ye bhi theek hai ๐Ÿ˜„
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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
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๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿญ๐Ÿฌ ๐˜ƒ๐˜€. ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ
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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
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niveshak retweeted
๐Ÿšจ ๐—จ๐—ฆ ๐—”๐—œ & ๐—–๐—ต๐—ถ๐—ฝ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—–๐—ฟ๐—ฎ๐˜€๐—ต! ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ๐—ป ๐—œ๐—ง ๐—•๐—ฎ๐—ฐ๐—ธ ๐—ถ๐—ป ๐—”๐—ฐ๐˜๐—ถ๐—ผ๐—ป Heavy selling in US AI and semiconductor stocks. Look at the damage. ๐Ÿ”ป Intel (INTC): Down 30% ๐Ÿ”ป SanDisk (SNDK): Down 13% ๐Ÿ”ป AMD: Down 12% ๐Ÿ”ป Bloom Energy (BE): Down 10% ๐Ÿ”ป Silicon Motion (SIMO): Down 9% ๐Ÿ”ป HPE: Down 8% ๐Ÿ”ป Nvidia (NVDA): Down 5% But something interesting is happening on the other side. Indian IT ADRs are trading in green. ๐Ÿ”ผ Infosys ADR: Up 3% ๐Ÿ”ผ Wipro ADR: Up 2.6% ๐Ÿ”ผ 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?
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๐—”๐—œ ๐—ž๐—ป๐—ผ๐˜„๐˜€ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—•๐—ถ๐—ฎ๐˜€๐—ฒ๐˜€. ๐——๐—ผ ๐—ฌ๐—ผ๐˜‚? ๐Ÿค” We ask AI for stocks, markets & returns. But have you ever asked @Grok or @ChatGPT to analyse YOU as an investor? I tried this๐Ÿ‘‡ "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 โœ๏ธ your biggest weakness.
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Earnings!!
Silver and Gold are currently trading at their lowest P/E ratios since the Great Depression of 1929
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Hey @Grok , analyze the entire X and tell me 10 Investing handles which every Indian Investors should follow.
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โ€œBuy on bad news, sell on good news.โ€ โ€” John Neff #ValueInvesting #Investing
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๐Ÿšจ ๐—จ๐—ฆ ๐—”๐—œ & ๐—–๐—ต๐—ถ๐—ฝ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—–๐—ฟ๐—ฎ๐˜€๐—ต! ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ๐—ป ๐—œ๐—ง ๐—•๐—ฎ๐—ฐ๐—ธ ๐—ถ๐—ป ๐—”๐—ฐ๐˜๐—ถ๐—ผ๐—ป Heavy selling in US AI and semiconductor stocks. Look at the damage. ๐Ÿ”ป Intel (INTC): Down 30% ๐Ÿ”ป SanDisk (SNDK): Down 13% ๐Ÿ”ป AMD: Down 12% ๐Ÿ”ป Bloom Energy (BE): Down 10% ๐Ÿ”ป Silicon Motion (SIMO): Down 9% ๐Ÿ”ป HPE: Down 8% ๐Ÿ”ป Nvidia (NVDA): Down 5% But something interesting is happening on the other side. Indian IT ADRs are trading in green. ๐Ÿ”ผ Infosys ADR: Up 3% ๐Ÿ”ผ Wipro ADR: Up 2.6% ๐Ÿ”ผ 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?
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Hey @Grok , analyze the entire X and tell me 10 Investing handles which every Indian Investors should follow.
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The Psychology of Money Podcast The Hardest Financial Skill
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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? โœ… Nothing ๐Ÿ˜‘, other than investing when opportunities arise.
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niveshak retweeted
๐—–๐—ฎ๐—ป ๐—๐—ถ๐—ผ ๐—ฃ๐—น๐—ฎ๐˜๐—ณ๐—ผ๐—ฟ๐—บ๐˜€ ๐— ๐—ฎ๐—ถ๐—ป๐˜๐—ฎ๐—ถ๐—ป ๐—ง๐—ต๐—ถ๐˜€ ๐—ฃ๐—ฟ๐—ฒ๐—บ๐—ถ๐˜‚๐—บ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป? ๐—•๐—ต๐—ฎ๐—ฟ๐˜๐—ถ ๐—”๐—ถ๐—ฟ๐˜๐—ฒ๐—น ๐Ÿ”น Price: โ‚น1,974 ๐Ÿ”น Market Cap: โ‚น12.30 lakh Cr ๐Ÿ”น P/E: 39.4x ๐Ÿ”น ARPU: โ‚น264 ๐Ÿ”น Users: 49.43 Cr ๐—๐—ถ๐—ผ ๐—ฃ๐—น๐—ฎ๐˜๐—ณ๐—ผ๐—ฟ๐—บ๐˜€ ๐Ÿ”น Price: โ‚น1,431 ๐Ÿ”น Market Cap: โ‚น13.16 lakh Cr ๐Ÿ”น P/E: 43.6x ๐Ÿ”น ARPU: โ‚น215.60 ๐Ÿ”น Users: 51.11 Cr Do you also think we are heading towards a premium-valued telecom industry? Can we see a 15โ€“20% upside through a valuation re-rating?
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๐—–๐—ฎ๐—ป ๐—๐—ถ๐—ผ ๐—ฃ๐—น๐—ฎ๐˜๐—ณ๐—ผ๐—ฟ๐—บ๐˜€ ๐— ๐—ฎ๐—ถ๐—ป๐˜๐—ฎ๐—ถ๐—ป ๐—ง๐—ต๐—ถ๐˜€ ๐—ฃ๐—ฟ๐—ฒ๐—บ๐—ถ๐˜‚๐—บ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป? ๐—•๐—ต๐—ฎ๐—ฟ๐˜๐—ถ ๐—”๐—ถ๐—ฟ๐˜๐—ฒ๐—น ๐Ÿ”น Price: โ‚น1,974 ๐Ÿ”น Market Cap: โ‚น12.30 lakh Cr ๐Ÿ”น P/E: 39.4x ๐Ÿ”น ARPU: โ‚น264 ๐Ÿ”น Users: 49.43 Cr ๐—๐—ถ๐—ผ ๐—ฃ๐—น๐—ฎ๐˜๐—ณ๐—ผ๐—ฟ๐—บ๐˜€ ๐Ÿ”น Price: โ‚น1,431 ๐Ÿ”น Market Cap: โ‚น13.16 lakh Cr ๐Ÿ”น P/E: 43.6x ๐Ÿ”น ARPU: โ‚น215.60 ๐Ÿ”น Users: 51.11 Cr Do you also think we are heading towards a premium-valued telecom industry? Can we see a 15โ€“20% upside through a valuation re-rating?
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niveshak retweeted
"Indian Market will not make new highs till 2028." โ€” Ace Investor Vijay Kedia
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