Mumbai 😍

Whirlpool of India - top gainer on Nifty 500 with very high volumes! Co. executed a 30-year brand license agreement with the Parent. As per the agreement, the royalty & technical payouts to be paid to the parent will be the same as current rates, i.e., ~1.6% of licensed

MediaTek and NVIDIA: A game-changing partnership! 🚀 PD Rajput (Associate VP, Client Computing) joined @PatrickMoorhead and @DanielNewmanUV to discuss the deep collaboration behind their latest chip. He highlighted how combining @NVIDIA's "amazing capabilities on the graphics and

Jefferies on Phoenix Mills Initiate coverage with Buy; TP of Rs 1980 Steady Compounder A unique retail-focussed portfolio with strong balance sheet and consistent execution has made Phoenix Mills among the most attractive Indian property names We est. 17% lease income CAGR

Jefferies on Reliance Industries Maintain Buy; Hiked TP to Rs 1785 (from 1670) RIL's BESS foray has US$ 21bn TAM Assuming RIL shifts its entire captive power consumption to RE by FY28, we expect Rs 4700 cr of annual savings Applying 20x EV/Ebitda, and discounting back to

Infosys Q1 Review - Inline but guidance muted CC Revenue: +2.2% QoQ (Est: 1.8%) EBIT Margin up 20bps QoQ to 21% (Est: +50 bps) PAT: Rs 7364 cr (Est: 7280 cr) Deal wins at $3.1 bn (vs $3.8bn in Q1) FY26E revenue growth guidance narrowed to 2-3% CC YoY. This implies

UNICORN FOR SHOHEI OHTANI. 🦄 3 HOMERS. 10 Ks. Is he the greatest of all time? https://t.co/LcCbLqRtTC

Wipro Q2 Review - Inline; guidance +ve CC Revenue: +0.3% QoQ (vs -1.0% to +1.0% QoQ cc guidance). Btw, this is the lowest QoQ growth across top-5 Indian IT companies EBIT margin up 60bps QoQ to 16.7% Highest-ever large deal wins at $2.9 billion. Overall bookings were up 17.2%

Citi on CarTrade Tech Maintain Buy; Hiked TP to Rs 2,920 (vs 2,380 earlier) Olx has solid traffic across web/app; ample headroom for growth in monetization The consumer vertical is seeing strong growth momentum driven by market share gain as well as positive impact of GST-cuts

Key point to note in Axis Bank's press release: Bank provided Rs 1,200 cr for standard agri loans based on remarks from RBI. PS - last qtr also had asset quality negatives. These can be reversed by Mar-28 with recovery. @StocktwitsIndia

HDB Financial Q2 Review 👎🏻 AUM growth moderates 👎🏻 PAT fell by 2% YoY due to 74% jump in provisioning 👎🏻 Overall ROE was 12.2% vs 13.2% in 1QFY26 and 16.8% in 2QFY25. 👍🏻 Management expects credit cost to improve in 2HFY26. @StocktwitsIndia

Hyundai Investor Day KTA - India to become the 2nd largest contributor to Hyundai Motor Company (parent) volumes by FY30 - Plans 26 new launches by FY30, expanding its lineup to 18 models across ICE, CNG, hybrid, and EV powertrains - India PV industry expected to grow at ~5.2%

kuch inflation acha hota hai

Persistent Systems Q2 Review - Beat CC Revenue: +4.4% QoQ (vs consensus +3.8%) EBIT margin up 80bps QoQ to 16.3% (vs consensus +20 bps) TCV at $609 mn (vs $521 mn in Q1) PAT: Rs 471cr (vs consensus: Rs450 cr) Headcount rose +3.5% QoQ; @StocktwitsIndia

Tech Mahindra Q2 Review - Beat CC Revenue: +1.6% QoQ (vs consensus +1%) EBIT margin up 100bps QoQ to 12.1% (vs consensus +70 bps) Deal wins were a positive with 2nd consecutive quarter of USD800mn+ wins, growing 57% on LTM YoY basis PAT: Rs 1,195 cr (vs consensus: Rs1,290

Under appreciated fact India is top 5 in many advanced manufacturing processes.

The HyperLiquid whale shorting BTC/ETH yesterday was placing shorts up till exactly 1 minute before Trump threatened tariffs against China. The last short was placed at 20:49 GMT. Trump tweeted at 20:50 GMT. What incredible "luck"

CHINA’S COMMERCE MINISTRY CLARIFIES THAT RARE EARTH EXPORT CONTROLS DO NOT AMOUNT TO AN EXPORT BAN — ELIGIBLE APPLICATIONS WILL CONTINUE TO RECEIVE LICENSES.

Crypto's largest ever liquidation saw $19 billion wiped out and over 1.6 million traders liquidated. While millions lost everything, one whale made $200M in the flash crash. Coincidence or a hit job? Our @iyashupadhyaya breaks it down for you

This is ₹3,000 crore China's new Government hospital Ladli Behna budget for Maharashtra is ₹46,000 crore. ₹46,000 crore = 15 Hospitals like this But freebies get votes. So, this will remain a dream 🤡

Odds of Trump Sunday evening post: "Had a great call with China's wonderful president Xi Jinping, and our relations have never been better. Look forward to our meeting in two weeks. Thank you for your attention to this matter!"