Rishabh (@rishabhg21) 's Twitter Profile
Rishabh

@rishabhg21

Keeping Expectations Low || Quality (Value + Growth) Investor || Loves - PC Games, Gadgets, Anime, Cars, Cricket || Trading Cap - 1cr+

ID: 708973456117727232

calendar_today13-03-2016 11:10:18

766 Tweet

24 Followers

100 Following

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“It's hard for a debt free company to go bankrupt” - Peter Lynch America’s Spirit Airlines goes bankrupt due to surge in Crude Oil prices amid Iran War

“It's hard for a debt free company to go bankrupt”
 - Peter Lynch

America’s Spirit Airlines goes bankrupt due to surge in Crude Oil prices amid Iran War
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AI isn’t just about ChatGPT, Gemini, Claude, Grok, etc — it’s a full stack. From power → chips → data → AI models → platforms → apps, every layer is a massive opportunity. The 6 layers of the AI stack and key beneficiaries per layer: 1 Power: $GEV, $BE, $BN, $CEG, $NXT

AI isn’t just about ChatGPT, Gemini, Claude, Grok, etc — it’s a full stack. 

From power → chips → data → AI models → platforms → apps, 
every layer is a massive opportunity. 

The 6 layers of the AI stack and key beneficiaries per layer:

1 Power: $GEV, $BE, $BN, $CEG, $NXT
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BSE has gained massive Market Share over the last 3 years from NSE - BSE’s Notional F&O market share - Mar23 - 0% Mar24 - 17% Mar25 - 38% Mar26 - 44% Apr26 - 55% BSE’s Premium F&O market share - Mar23 : 0% Mar24 : 6% Mar25 : 20% Mar26 : 26% Apr26 : 34% BSE growth should

BSE has gained massive Market Share over the last 3 years from NSE -

BSE’s Notional F&O market share - 
Mar23 - 0%
Mar24 - 17%
Mar25 - 38%
Mar26 - 44%
Apr26 - 55%

BSE’s Premium F&O market share - 
Mar23 : 0%
Mar24 : 6%
Mar25 : 20%
Mar26 : 26%
Apr26 : 34%

BSE growth should
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“ग़रीब की अक्ल यहाँ कूड़े के भाव बिकती है, अमीर का मज़ाक भी यहाँ मशवरा (सलाह) लगता है।”

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The valuation of Semiconductor Stocks around the world Some of them are trading at a forward PE of 5-20x SK Hynix, Samsung are trading at a forward PE of 5x Nvidia is trading at forward PE of 17x

The valuation of Semiconductor Stocks around the world 

Some of them are trading at a forward PE of 5-20x

SK Hynix, Samsung are trading at a forward PE of 5x

Nvidia is trading at forward PE of 17x
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Indian Rupee ₹ against US Dollar $ - A decade shaped by Crude Oil shocks, Fed interest rate hikes, and FIIs Capital out-flows In last 10 years, USDINR has gone from ₹63 to ₹95 — One green year. Nine red ones

Indian Rupee ₹ against US Dollar $ - 

A decade shaped by Crude Oil shocks, Fed interest rate hikes, and FIIs Capital out-flows

In last 10 years, USDINR has gone from ₹63 to ₹95 —  One green year. Nine red ones
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Monthly cost of living across top Countries 🌍👇 🇮🇳 India: ₹40K (lowest) 🇮🇩 Indonesia: ₹54K 🇨🇳 China: ₹61K 🇯🇵 Japan: ₹1.07L 🇰🇷 South Korea: ₹1.2L 🇩🇪 Germany: ₹1.68L 🇺🇸 US: ₹2.38L 🇬🇧 UK: ₹2.30L 🇦🇺 Australia: ₹2.29L 🇨🇭 Switzerland: ₹3.09L (highest) Source -

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One AI startup is now worth more than India’s entire IT sector Anthropic (Claude) ($380B) is now valued higher than the combined market cap of India’s top IT giants ($338B — including TCS, Infosys, HCLTech, Wipro, Tech Mahindra, and others). Let that sink in. And Yet Anthropic

One AI startup is now worth more than India’s entire IT sector

Anthropic (Claude) ($380B) is now valued higher than the combined market cap of India’s top IT giants ($338B — including TCS, Infosys, HCLTech, Wipro, Tech Mahindra, and others).

Let that sink in.

And Yet Anthropic
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Indian IT stocks: from peak hype → reality 📉 Valuations at Peak vs Now : (PE Ratio) • TCS: 41 → 17 • Infosys: 38 → 16 • HCL: 33 → 19 • Wipro: 33 → 16 • Tech Mahindra: 66 → 29 • LTIM: 61 → 23 • Persistent: 81 → 39 • OFSS: 46 → 32 • Mphasis: 49 → 23 •

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FII outflows in 2026 crossed ₹2 Lakh crore in India's secondary markets with 8 months still to go The Total Outflows in last 2 years were - 2025 - ₹2.4 lakh crore 2024 - ₹1.3 lakh crore Total outflows in last 2.5 years = ₹5.7 Lakh Crores 🔻

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WTF are these premiums 😭😭 6-6 ATM Strangle at 2:50 This is when Nifty moved 400 points today (200 down and 200 up)

WTF are these premiums 😭😭

6-6 ATM Strangle at 2:50

This is when Nifty moved 400 points today (200 down and 200 up)
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SIP flows: steadily climbing, year after year Used to be just ₹10K crores in 2021, it’s now more than ₹30K+crores in 2026

SIP flows: steadily climbing, year after year

Used to be just ₹10K crores in 2021, 
it’s now more than ₹30K+crores in 2026
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India’s Car market Sales for April 2026 🚗📈 Maruti Suzuki dominates with 1.58 lakh+ retail sales, while Tata and Mahindra continue their strong push in SUVs. Meanwhile, competition is getting tighter in the mid-pack as Hyundai, Toyota, and Kia fight for market share. Total

India’s Car market Sales for April 2026 🚗📈

Maruti Suzuki dominates with 1.58 lakh+ retail sales, while Tata and Mahindra continue their strong push in SUVs.

Meanwhile, competition is getting tighter in the mid-pack as Hyundai, Toyota, and Kia fight for market share.

Total
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India is quietly running one of the world’s biggest oil-refining hubs. 🇮🇳⛽ From Apr 2025–Feb 2026, India exported ~$48B worth of refined oil products across the globe. Top destinations: 🇳🇱 Netherlands - $8.4B (17.5%) 🇦🇪 UAE - $5.4B (11.3%) 🇺🇸 USA - $3.3B (6.9%) 🇸🇬 Singapore -

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Sensex Expiry - Up-move blast just like 1DTE (see reply for reference) due to some war related news The move was less intense compared to 1DTE, but CEs spiked good, even far OTMs Vols expanded on upside in CEs, Straddle shot from 310 to 380 Reversal happened, and market

Sensex Expiry -

Up-move blast just like 1DTE (see reply for reference) due to some war related news

The move was less intense compared to 1DTE, but CEs spiked good, even far OTMs

Vols expanded on upside in CEs, 
Straddle shot from 310 to 380

Reversal happened, and market
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1DTE Sensex - Crude crashed 4% within 1 minute following some war related news Banknifty shot 1200 points from intraday low (2.5%) Sensex shot 1200 points from intraday low (1.6%) - OTM CEs blasted

1DTE Sensex - 

Crude crashed 4% within 1 minute following some war related news

Banknifty shot 1200 points from intraday low (2.5%)

Sensex shot 1200 points from intraday low (1.6%) - OTM CEs blasted
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🚨 New Launch on BSE Derivatives: BSE Focused IT Index F&O (FOCIT) Index includes India’s top 14 tech companies 📅 Launching: May 11, 2026 🔹 Available Series from Day 1: • May 2026 • June 2026 • July 2026 📌 FOCIT Futures Highlights: • Lot Size : 45 • Tick Size : ₹1 •

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India’s 2026 Political map : 🟧 BJP and allies- 22 States 🔥 🟦 Congress and allies - 5 States 🟪 Regional parties - 4 States 🔸BJP ruled States - (15) Uttar Pradesh, Gujarat, Delhi, Madhya Pradesh, Rajasthan, Chhattisgarh, Odisha, Assam, Arunachal Pradesh, Tripura, Goa,

India’s 2026 Political map :

🟧 BJP and allies- 22 States 🔥 
🟦 Congress and allies  - 5 States
🟪 Regional parties - 4 States

🔸BJP ruled States - (15)
Uttar Pradesh, Gujarat, Delhi, Madhya Pradesh, Rajasthan, Chhattisgarh, Odisha, Assam, Arunachal Pradesh, Tripura, Goa,