Amit retweeted
TTK PRESTIGE: CO SAYS THERE WILL BE PRESSURE ON MARGINS MOVING FORWARD IN COMING QTRS AS FESTIVE SEASON IS OVER
Amit retweeted
Soros: At some point every bubble will experience the big *test*, where the reflexive feedback loop flips from positive to negative. During the test, the market will try to take out the highly leveraged bulls. You do not want to own the asset during the test.
But if the market fails to push down prices enough to clear out all the bulls, then you have the greenlight to jump back in with even more size than before the test. The failure to clear out the bulls proves the broader trend is incredibility resilient.
After the test, the next phase of the bubble is the acceleration phase where it extends much higher and much longer than anyone expects.
In today's case with AI, perhaps if the market was to learn over the next few weeks/months that AI is resilient to the political cycle, then we could enter the acceleration phase?
Amit retweeted
#AUSmallFinance Bank: #ScarlettGroup claims data breach, bank investigating
#DataBreach @_RituSingh @anshul91_m
cnbctv18.com/market/au-small…
Amit retweeted
Pointless - watching US bond gurus on CNBC, endless discussion with friends whether Fed will tighten by 25 bps or 50 bps, whether and by how much will RBI follow, whether a bear market has arrived or will soon arrive…you get the drift
Productive - follow outperformers in results season, listen concalls, read research reports and annual reports, if not this then go on vacation and recharge your mind and soul
Amit retweeted
We just hit 10,000 followers! Thank you to everyone who's been reading, replying and trading with us.
To celebrate, we're giving away $10,000 2-Step accounts to 10 of you 🎉
1. Follow
2. Repost
3. Comment the first trade you'd take on your account
Amit retweeted
Arisinfra solutions market cap 1091 cr
Fy27 company could do 151 cr EBITDA
Business moving in right direction.
Growing at 30%
Available at 16 pe.
Recently Promoter bought @ 126
#StockMarketNews
Amit retweeted
Druckenmiller: "Contrarianism is overrated. Soros used to say the crowd's right 80% of the time. You just can't be caught in the other 20%."
"I don't care if a trade is crowded if I think the thesis is right and the trend is with me."
Amit retweeted
𝗦𝗧𝗥𝗘𝗡𝗚𝗧𝗛𝗘𝗡𝗜𝗡𝗚 𝗢𝗨𝗥 𝗥𝗘𝗟𝗔𝗧𝗜𝗢𝗡𝗦𝗛𝗜𝗣 𝗪𝗜𝗧𝗛 𝗔𝗜𝗥𝗕𝗨𝗦
𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗮𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴. 𝗕𝘂𝗶𝗹𝘁 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮. 𝗦𝗲𝗿𝘃𝗶𝗻𝗴 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱.
It was a privilege to welcome senior procurement leadership from Airbus to PTC Industries and Aerolloy Technologies in Lucknow.
We were honoured to host Mr. Benoit Schultz, 𝗖𝗵𝗶𝗲𝗳 𝗣𝗿𝗼𝗰𝘂𝗿𝗲𝗺𝗲𝗻𝘁 𝗢𝗳𝗳𝗶𝗰𝗲𝗿, 𝗔𝗶𝗿𝗯𝘂𝘀 𝗦𝗔𝗦, along with Mr. Olivier Maillard, VP – Metallic Raw Material, Forgings, Castings & Fasteners Procurement; Mr. Nils Witt, CPO Airbus Aerostructure; Ms. Magali Collet, SVP Procurement Governance & Strategy; Mr. Olivier Cauquil, SVP Procurement Aerostructure; Mr. Guillaume Amiot, Head of Supply Chain Quality Metallic Materials, Forgings & Castings; Mr. Andreas Schwab, Head of Regional Procurement Office – India and South Asia; Mr. Harsh Shah and Mr. Chetan Anand from Airbus India & South Asia.
This visit followed a week of detailed engagement between Airbus and our teams across commodity, quality, project and manufacturing reviews. It was an opportunity to walk through the depth of capability being built at PTC and Aerolloy - from titanium and superalloy melting, ingots and mill products to precision investment casting, heat treatment, special processes, precision 5-axis machining, assembly and inspection.
What makes this important is not just the individual capabilities, but how they come together.
In global aerospace manufacturing, these stages are often spread across multiple suppliers, locations and countries. At PTC and Aerolloy, we are building an integrated manufacturing system where material, metallurgy, manufacturing, quality, traceability and execution are connected within one chain of responsibility.
This is 𝗣𝗧𝗖 𝗢𝗡𝗘™ - 𝗙𝗿𝗼𝗺 𝗠𝗲𝗹𝘁 𝘁𝗼 𝗠𝗶𝘀𝘀𝗶𝗼𝗻 in practice.
This visit builds on our recently signed agreement with Airbus for titanium castings for the 𝗔𝟯𝟮𝟬𝗻𝗲𝗼, 𝗔𝟯𝟯𝟬𝗻𝗲𝗼 𝗮𝗻𝗱 𝗔𝟯𝟱𝟬 𝗽𝗿𝗼𝗴𝗿𝗮𝗺𝗺𝗲𝘀, and represents another important step in deepening our cooperation.
We are grateful to Airbus for the continued trust placed in PTC Industries and Aerolloy Technologies, and for the opportunity to strengthen and expand this relationship. Their engagement with our teams reflects a shared commitment to developing deeper aerospace manufacturing capability in India and building a supply-chain ecosystem that can support global aircraft programmes with quality, reliability and scale.
For us, this is a strong expression of 𝗠𝗮𝗸𝗲 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮, 𝗠𝗮𝗸𝗲 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗪𝗼𝗿𝗹𝗱.
𝗣𝗧𝗖 𝗢𝗡𝗘™ - 𝗙𝗿𝗼𝗺 𝗠𝗲𝗹𝘁 𝘁𝗼 𝗠𝗶𝘀𝘀𝗶𝗼𝗻
Amit retweeted
Help Nepal with crypto ❤️🩹
Donations to the official Disaster Relief Fund can be made with Phantom here:
nepalrelief.org
You can now donate crypto to Nepal’s official Disaster Relief Fund.
100% to flood relief, all verified onchain: nepalrelief.org
Powered by Polygon OMS to accept any supported token, on any chain.
Amit retweeted
Known J curve companies (concept these days) are at 52w high
Delayed unknown J curves are near 52w lows
Known but false J curve companies loose money big time
Delayed unknown ones have limited downside and huge upside.
Amit retweeted
RBI Minutes more Hawkish on rates. RBI Governor says
‘Inflation To Taper In Q3, This Shock Does Not Need Monetary Response. Prefer To Wait For More Certainty. If Inflationary Risks Become Broad-Based Policy Tightening May Be Needed’
Poonam Gupta, RBI DG
‘Scope For Any Further Easing Does Not Seem To Exist At The Current Juncture
A Case For A Hike May Emerge During The Course Of The Year
The Best Course Of Action Would Be To Wait And Watch A Bit More’ @CNBCTV18News @CNBCTV18Live #RBI #RBIPolicy
Amit retweeted
I think this trade can be held longer for much higher target as there are many good movies releasing.
Bullish for whole multiplex sector.
#spiderman #odyssey
