🚨 𝗡𝗦𝗘 𝗷𝘂𝘀𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝗱 𝗵𝗼𝘄 𝗙&𝗢 𝗼𝗽𝗲𝗻𝘀 𝗳𝗼𝗿𝗲𝘃𝗲𝗿.

A 15-minute reform that will reshape trading behaviour from Dec 8 2025.

𝗛𝗲𝗿𝗲’𝘀 𝘁𝗵𝗲 𝗯𝗿𝗲𝗮𝗸𝗱𝗼𝘄𝗻 𝗲𝘃𝗲𝗿𝘆 𝘁𝗿𝗮𝗱𝗲𝗿 𝗺𝘂𝘀𝘁 𝗿𝗲𝗮𝗱 👇 𝟭. 𝗧𝗵𝗲 𝗦𝗵𝗶𝗳𝘁

For the first time ever, NSE will start a Pre-Open Session in the F&O segment.

9:00 – 9:15 AM.
A 15-minute auction before the market opens.

𝗧𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝗲𝗿𝗲 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝗽𝗿𝗶𝗰𝗲 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝘄𝗶𝗹𝗹 𝗵𝗮𝗽𝗽𝗲𝗻 𝗯𝗲𝗳𝗼𝗿𝗲 𝘆𝗼𝘂 𝗲𝘃𝗲𝗻 𝗰𝗹𝗶𝗰𝗸 “𝗕𝘂𝘆”.

🚨 Jefferies just dropped a blockbuster list of 24 BUY calls for India.

These aren’t random picks, these are their high-conviction ideas across banks, infra, auto, IT & power.

Here’s the full list 👇 💰 Banking & Financials

1. HDFC Bank
2. ICICI Bank
3. Bajaj Finance
4. Cholamandalam Finance
5.Max Financial Services

The Expiry Day Heist 🧵

One Wall Street giant - Jane Street.

21 expiry days.
₹32,681 Cr looted from Indian markets.

SEBI just exposed the biggest index scam ever.
This isn’t Netflix. This happened. 👇 😢 1. The Retail Trader’s Nightmare

➟ Imagine Mr.X, a 30-year-old trader, betting his savings on BANKNIFTY calls.
➟ He sees the index soar, feels hope, then it crashes.
➟ His ₹2 lakh is gone. Why? Jane Street allegedly rigged the game.
➟ Millions like Mr.X lost billions to fake trends.

This isn’t just finance, it’s heartbreak.

🧵 While you were watching Tesla, THIS Indian defence stock quietly exploded 239% in revenue QoQ.

This company powers:
•BrahMos missile systems
•Fighter jet radars & jammers
•India’s DRDO innovation stack
•Global export-ready systems

Most investors haven’t even looked.

Let’s decode Data Patterns 👇 1. 💣 Q4 FY25 = Absolute Blowout

🔊 Mgmt:
“Despite low-margin Q3 deliveries, margins held. Q4 bounced hard. We’re scaling.”

Bharat Electronics just printed a monster Q4:
📈 PAT up 31%
📦 ₹71,650 Cr order book
📊 Margins at 29.4%

But the market still doesn’t understand what's coming…!

A ₹30,000 Cr missile order + ₹40,000 Cr shield program is in play.

This is the full BEL breakdown you didn’t know you needed 🧵 1. BEL just posted its best-ever year, and the market is sleeping on it.

India’s top defense PSU is becoming a global tech powerhouse.

Here’s the full breakdown based on actual FY25 data. 👇

Everyone's watching Zomato, Paytm, and Nykaa.

But a ₹2,193 Cr company just posted:
→₹540 Cr profit
→66% PAT growth
→28.7% EBITDA
→₹928 Cr net cash

All while processing 3.5 lakh+ visas every month.

This is the story of BLS International - India's silent cash machine 🧵 Before we go deep:

Have you ever heard of BLS International?

🚨 India’s Most Strategic Defense Company Just Revealed Its Arsenal.
And it’s not just a radar supplier anymore.

Data Patterns is quietly becoming India’s end-to-end weapon systems integrator.

This isn’t just about FY25 numbers, this is a 10-year war strategy unfolding.

Decode it all from the latest concall 🧵 1️⃣ 117% YoY Revenue Growth. Debt-Free. 61% Gross Margin.

📊 Q4 FY25 Highlights:
• Revenue: ₹396.2 Cr (↑117% YoY, ↑239% QoQ)
• PAT: ₹114 Cr (↑61% YoY, ↑155% QoQ)
• EBITDA Margin: 38%
• PAT Margin: 29%
• Cash: ₹453 Cr
• Debt: ₹0

🧠 IP-led growth, not trading.

Sector Learning Part: 4

India’s silent Power Revolution is already underway.

While everyone’s chasing AI stocks, these Indian energy giants are scaling up for a 10–20x future.

Here’s your all in one cheat sheet to the entire Power Sector:
🔌 Generation
📡 Transmission
🔁 Integrated Utilities

Let’s break it down 👇 📊 India’s electricity demand is booming:

Peak demand hit 243 GW in 2024 an all time high.

Expected to cross 366 GW by 2032

Driven by:
→ EVs
→ Manufacturing (PLI)
→ Data centers
→ Urbanisation

↗️This isn’t cyclical. It’s structural.

"Power is the new Oil"

Sector Learning Part-2:

The Automobile + Auto Component sector is one of India’s largest, fastest-growing, and most export-ready industries. 🚘🚗🛺

If you're serious about sector analysis this thread is your complete guide 👇👇👇 1️⃣>Sector Snapshot:

Together, the Automobile and Auto Components sectors account for:

✅₹12.6 lakh crore+ market value

✅7.1% of India’s GDP

✅40M+ jobs

✅2nd largest 2W market globally

✅3rd largest auto market by volume

Sector Learning Part-1:

🧪 Chemicals = Boring? Think again.

From iPhones to missiles, toothpaste to tractors chemicals are everywhere.

India’s ₹20+ Lakh Crore chemical industry is BOOMING.

Here’s a simple breakdown of the sector and the listed stocks leading each category 🧵👇 Why chemicals matter:

No economy grows without chemicals.

They power:
Agriculture 🌾
Construction 🧱
Electronics 📱
Textiles 👕
Automobiles 🚗
Pharma 💊

India is the 6th largest chemical producer globally.
And we’re just getting started.

Stockizen Research l Q4 FY 2025 Results Tracker 👇

Till Date = 06.05.2025
Total Stocks Covered by SR = 172

Blockbuster = 42
Good = 72
Mixed Set = 40
Poor = 18

Check the detailed Thread 🧵
Follow us More Result analysis💫✨ Blockbuster Result Stocks 👇

IREDA
Swaraj Engines
Shilchar
Ananatraj
Tata Communication
Havells
Cyient DLM
Dalmia Bharat
Bajaj Housing Finance
Persistent
Adani Energy Solutions
Kirloskar Pneumatic
Laurus Labs
Atul
Dr.Lal Pathlabs
Hindustan Zinc
Cholamandalam Investment
Force motors
Manorama
KPIT
Ultratech
CSB Bank
PNB Housing Finance
RPG Life
IndiaMART
Varun Beverages
Vedanta
Paras Defence
Sona BLW
Indian Oil
JSW Infra
Skipper
MOIL
Adani Enterprise
Home First Finance
Ami Organics
Latent View
Adani Port
Newgwn Software
R R Kabel
Privi Speciality
POCL Enterprise

👉Most people die at 25 and aren’t buried until 75.🥀🥀🥀🥀🥀🥀

"Live While You're Alive by Shiv Khera" woke me up.

18 lessons everyone must learn before it’s too late.🧵 📚 Recently, I read "Live While You're Alive" by Shiv Khera and honestly, it’s one of the most amazing, lifechanging books I have ever read. 🙌

Everyone MUST read it once in their lifetime.
It will completely change how you see stress, happiness, success, and life itself.

Here’s a powerful summary with 18 key lessons that touched my heart. 🧠❤️👇

🤔NSE handles 90% of all stock trades in 🇮🇳

But it’s NOT listed.🚫

It’s a monopoly running behind your screen quietly making billions.

Here’s how NSE works, makes money & why you’ve never owned it 🧵 ➡️If you've ever bought a stock, ETF, or index in India. You've used NSE, But you’ve never owned a piece of it.

Let’s break down:

➡️What NSE is ❓

➡️How it works ✍️

➡️How it earns 💸

➡️Why it’s unlisted

➡️The secret valuation 👇

🔍 How to Identify High-Growth Stocks & Market Leaders from Utpal Sheth:

👤 Utpal Sheth is a leading Indian investment strategist and the CEO & Senior Partner at 🏦 RARE Enterprises, the private investment firm founded by the legendary Rakesh Jhunjhunwala—widely known as India’s Warren Buffett 🇮🇳.

⚡ Renowned for his deep market insights 📊 and strategic acumen 🎯, Sheth plays a pivotal role in shaping high-impact investment decisions 💰, helping investors navigate and capitalize on market opportunities 🚀. 1️⃣ Lessons from Rakesh Jhunjhunwala’s Investment Wisdom:
🔹 Be an Optimist – A positive outlook is essential for long-term success. 🌟
🔹 Conviction & Patience – Strong beliefs in a company’s fundamentals will be tested but ultimately rewarded. 💪
🔹 Power of Compounding – Holding great stocks for decades leads to exponential returns. 📈
🔹 Mistakes Are Inevitable, But Learning Is Key – Making mistakes isn’t a crime; repeating them is. 🔄 🔹 Investing Requires Wisdom, Not Just Analysis – Recognizing patterns and business evolution is more critical than number crunching. 🧠

Budget 2025: Sector & Stock Impact Summary:

🏡 Personal Finance & Taxation:

✅ No income tax up to ₹12 lakh → Boost to Consumption & FMCG
Winners: Zomato, Swiggy, HUL, Nestle, Dabur, Trent, Jubilant FoodWorks, Asian Paints

❌ No Capital Gains Tax reform → Negative for Brokerage firms
Losers: Angel One, Motilal Oswal, ICICI Securities 🚧 Infrastructure & Capex:

❌ Lower-than-expected capex (₹10.18 lakh cr) → Negative for Infra & Defence
Losers: L&T, NCC, Railways, HAL, Bharat Dynamics

✅ Power sector reforms & grid expansion → Positive for Energy & Transmission
Winners: NTPC, Power Grid, Tata Power, Adani Transmission

✅ 100 GW Nuclear Energy by 2047 → Boost for Nuclear Energy Stocks
Winners: HCC

✅ Shipbuilding incentives (₹25,000 cr fund) → Positive for Maritime Industry
Winners: Cochin Shipyard, GRSE, Mazagon Dock, SCI

✅ UDAN Scheme (120 new airports) → Positive for Aviation
Winners: Indigo, SpiceJet, GMR Airports, Adani Enterprises

💰 Tax Harvesting in the Indian Stock Market: Optimize Your Capital Gains Tax 📉📈

Tax harvesting is a smart strategy for Indian investors to reduce tax liability on capital gains, especially given the taxation rules on equity and mutual fund investments.

Here's a simple and comprehensive guide: 👇👇👇 🧾 Understanding Capital Gains Tax in India:

📊 Short-Term Capital Gains (STCG):
Applicable to equity shares or equity mutual funds held for less than 1 year.

Tax Rate: 20%.

📈 Long-Term Capital Gains (LTCG):
Applicable to equity shares or equity mutual funds held for more than 1 year.

Tax Rate: 12.5% (on gains above ₹1.25lakh per financial year, without indexation benefit).

12 Websites to Dominate the Market!🧵 1/ 📈TradingView:

- Advanced charting tools
- Community-driven insights and ideas
- Customizable technical analysis indicators

@tradingview

tradingview.com

Rakesh Jhunjhunwala turned ₹5,000 into ₹40,000 crore. 💰

He mastered the art of stock picking and became one of India’s most iconic investors.

Here are 8 investing lessons from the Big Bull that every investor should know: 🧵
(Number 7 is pure genius)

Like & Retweet if you find this valuable! 🔄 ❤️ 1. Start Small, Dream Big

🔹Jhunjhunwala began his journey with just ₹5,000 in 1985.
🔹His belief? Even small capital can multiply if invested wisely.

👉 Lesson: You don’t need big money to start. Consistency and compounding create wealth.