Mr.TalkStock

27/05/2026

🚨An Opportunity for this DECADE‼️

Take any BIG theme - Data Centres, Transmission, Renewables or EVs – there’s one industry that powers it

CABLES AND WIRES!!!

The Indian C&W Industry is valued at ~₹90,000 crores as of FY25

It’s expected to grow at a CAGR of 13% until FY29 to reach a size of ~₹1,50,000 crores

1️⃣Quantifying Demand

🔶India’s 500 GW Renewable Energy target

🔶₹9 Trillion of Transmission CAPEX planned until 2032 under the National Electricity Plan. C&W sector to capture 15% to 20% of this

🔶BharatNet Phase 3

🔶10 GW of Data Centre capacity targeted by 2030, ₹35,000 Cr worth of CABLES alone

2️⃣The C&W industry is divided into 3 sub-segments:

👉Housing Wire
➡️ Caters to residential/commercial buildings

👉Low/Medium Tension Cables
➡️Intra city distribution, local data transfer, etc

👉High Tension/Extra High Voltage/Specialty Cables
➡️High-value segments of HVDC, Renewables, Data Centres, EVs, etc.

3️⃣What defines the MOAT of each segment?

👉Housing Wires
➡️Brand recall, distribution/dealer network, PAN-India presence

👉LT/MT cables
➡️Execution quality, brand name, and track record

👉HT/EHV/Specialty Cables
➡️Rigorous testing and approvals, certifications and PQs, massive CAPEX, technical know-how

🚨Of the 24 listed players in the C&W industry, only 4 have an established presence in the High Tension / Extra High Voltage Segment

👉Polycab
The dominant player with 20%+ market share in Cables and Wires, along with strong brand in FMEG

👉KEI Industries
One of the few players globally with a 400 kV Cable manufacturing capability

👉Apar Industries
Differentiated play on T&D supercycle through EHV “Conductor” manufacturing capability, alongside Cables and Wires

👉Universal Cables
Pure-play Cables and Wires player with a strong presence in 220 kV segment. Co aggressively targets market share gain

📝Me and my team have spent weeks researching this industry

📈And on Friday we’re recommending our best pick from to ride this theme to our Magnus Hathaway members

DM if you’re interested to join

🎓SEBI RA: INH000024170

25/05/2026

🚨Is America Dictating Indian Foreign Policy?

1️⃣ The Numbers Don’t Lie

🔶Chinese Yuan vs Dollar — 1 Year:
👉CNY has appreciated 5.88% against the Dollar
👉CNY has appreciated 18.5% against the Rupee

🔷Since the Iran War began (Feb 28:)
👉CNY vs Dollar — up another 1.35%
👉CNY vs Rupee — up another 6.4%

🇨🇳The world’s biggest Oil IMPORTER
Getting stronger
🇺🇸Against the world’s biggest Oil EXPORTER
During an energy crisis
🇮🇳While we crash against both

2️⃣ India’s Inflation — The Inflection Point:

🔹Aug 2025 — 2.07%
🔹Sep 2025 — 1.44%
🔷Oct 2025 — 0.25% ← Historic low
🔹Nov 2025 — 0.71%
🔹Dec 2025 — 1.33%

This was the period of cheap Russian Oil
Inflation was under control
Rupee was relatively stable
Life was manageable

Then we bent to US pressure and cut Russian imports

🔸Jan 2026 — 2.73%
🔸Feb 2026 — 3.21%
🔸Mar 2026 — 3.40%
🔸Apr 2026 — 3.48% ← Still climbing

If you think this is bad
Wait till the full impact of expensive Oil
Flows through to your
👉Grocery bill
👉Fuel
👉EMIs
The worst is still ahead

3️⃣ The Policy Mistake Nobody Will Admit:

In 2024 our Govt. raised Capital Gains tax
FIIs took that as their cue to leave
And since then
They have sold $78 billion worth of equity in 2 years

Every other lever has been pulled to defend the Rupee
👉Import duties on Gold
👉Austerity measures
👉Swap auctions
👉FOREX reserve depletion

Everything except reversing the one decision that caused the exodus

Admitting a mistake apparently costs more than watching the Rupee hit lifetime lows every week

4️⃣ And the Public has had enough:

When policy failures pile up this fast,
People stop writing letters and start making memes

🪳The Cockroach Janta Party
A satirical anti-establishment movement
Has exploded across social media
Gaining millions of followers in weeks

Built entirely on public frustration with governance

When a cockroach becomes more trustworthy
Than the people running your economy
That’s not a joke
That’s a verdict

💭Tell me what you think in the comments

22/05/2026

🚨FII selling and the Rupee’s fall

Heavy FII selling was witnessed in

👉Financial Year 2024 - 25: ₹3.98 Lakh Crore

👉Financial Year 2025 - 26: ₹3.32 Lakh Crore

👉Calendar Year 2026 (in 5 months till date): ₹2.68 Lakh Crore

👇Month by month break-up
🔹January 2026 — ₹41,435 crore sold
🔹February 2026 — ₹6,640 crore sold
🔹March 2026 — ₹1,22,540 crore sold
🔹April 2026 — ₹70,135 crore sold
🔹May 2026 — ₹27,788 crore sold (month not yet complete)

March alone was catastrophic - ₹1.22 lakh crore in a single month!!!

The single worst month of FII selling on record

And every single rupee of that selling was absorbed by Indian mutual funds and SIP investors

Who kept buying on the way down

This gave foreign capital a clean, frictionless exit

This is not a currency crisis

This is a policy crisis

With a known solution - and an inexplicable reluctance to act

🙏Dear Finance Minister - please be humble and accept the mistake you made by raising Capital Gains tax and STT

Reverse that decision, make India attractive again for foreign capital

19/05/2026

The BIG SHORT in US Markets

Want to profit from a US market crash⁉️
Without margin calls?
Without F&O?
Without complicated strategies?

📊There is a simple instrument called an Inverse ETF

It moves in the exact opposite direction of the index it tracks

📈If the index falls, your investment goes up
📉If the index rises, your loss is limited only to what you invested
Just like a regular stock

No unlimited losses
No margin pressure
No sleepless nights

Here are two specific ones worth knowing

1️⃣SQQQ — ProShares UltraPro Short QQQ
👉3X leveraged short on the Nasdaq
👉Nasdaq falls 1%, SQQQ gains 3%

2️⃣SOXS — Direxion Daily Semiconductor Bear 3X
👉3X leveraged short on the Semiconductor index
👉The most concentrated bet on a Tech unwind

Both these Inverse ETFs are available on the IND Money App
💲In the US Stocks section
You can buy them directly in US Dollars

🚨AND THE BEST PART?
💸You can get $7 FREE credited to your US stocks account (that’s nearly ₹700)
👇By using my referral code after downloading the IND Money APP
🔗 RIQJPVF9USPR

Now……. the 1 year returns on both these Inverse ETFs been deeply negative
👉SOXS down 96%
👉SQQQ down 63%

Because of the AI mania that has driven tech stocks relentlessly higher

But that’s exactly why this moment is interesting

The higher they have run, the harder the fall when it comes

👇Now……moving on to recent Inflation figures in US

🚨US inflation is rising again

👉Retail Inflation is at a 3-year high
👉Factory prices (Wholesale Inflation) at their highest in over 3 years
👉And even Core Inflation is hitting multi-month highs

📊Here are the numbers

📈US Inflation Heating Up Again – April 2026

👉Headline CPI: +3.8% YoY → 3-Year High

👉Core CPI: +2.8% YoY → 15-Month High

👉Producer Prices (PPI): +6.0% YoY → Highest since December 2022

👉Core PPI: +5.2% YoY → 4-Year High

💭Tell me what you think about of all this in the comments……

15/05/2026

🛢️List of countries and respective price hikes in fuel...

🇵🇰Pakistan: 43%
🇳🇵Nepal: 39%
🇱🇰Sri Lanka: 25% - 35%
🇻🇳Vietnam: 55%
🇺🇸USA: 30%
🇪🇺EU: 15% - 30%
🇦🇺Australia: 23%
🇰🇷South Korea: 17.4%

🇮🇳India now: 3% - 4%

We can expect more hikes in the coming weeks

Also, Zerodha founder Nithin Kamath tweeted something interesting yesterday, which was retweeted by ace investor Ashish Kacholia

He said “There is a large population of NRIs who are emotionally and financially interested in investing in India. But today, for many of them, the process of opening accounts, completing documentation, and actually investing in Indian markets is still far more painful than it needs to be

Making life easier for NRIs could be one of the lowest-hanging fruits for attracting long-term capital into India”

He went on to say “There are still many frictions that exist because of regulatory and compliance requirements

Hopefully, SEBI and the government will look at this more closely and think about how to make it easier for NRIs to bring money into India and participate in Indian markets. For a country trying to attract global capital, the Indian diaspora seems like the most obvious place to start”

💭Tell me what you think in the comments about the fuel price hike and rupee depreciation…..

11/05/2026

📌 What Modi’s Austerity Measures Mean For Your Portfolio

PM Modi appealed to Indian citizens to adopt austerity measures

👉 Work From Home wherever possible
👉 Limit gold purchases for 1 year
👉 Avoid foreign travel for 1 year
👉 Use public transport and metro
👉 Limit use of cooking oil
👉 Reduce dependence on imported chemical fertilisers

All of these measures target one thing

🛢️Reducing India’s import bill

💰And conserving foreign exchange

📊Here are some stocks which may get affected positively and negatively

✅EV Buses
🔸Olectra Greentech (up 2%)
🔸JBM Auto (up 5%)

✅EV 2-Wheelers
🔸Ather Energy (up 5.5%)
🔸Ola Electric (up 2.4%)

✅EV Ancillaries
🔸Sona BLW (up 2.7%)

🔻Jewellery
🔹Titan (down 6.8%)
🔹Sky Gold (down 6.9%)

🔻Travel
🔹BLS International (down 1.8%)
🔹Ease My Trip (down 3.3%)
🔹Yatra online (down 5.5%)

🔻Hospitality
🔹ITC Hotels (down 3.1%)
🔹IHCL (down 1.8%)
🔹Lemon tree (down 3.7%)

🔻Auto OEMs
🔹Mahindra & Mahindra (down 2.6%)
🔹Ashok Leyland (down 4.5%)

🔻Aviation
🔹Indigo (down 5%)

🔻Fertilizers
🔹Coromandel International (down 3%)
🔹FACT (down 2.2%)
🔹Paradeep Phosphates (down 1.7%)

📌 The BRICS Meeting Nobody Talked About
On April 24th, 2026

BRICS nations met to issue a joint statement on the ongoing conflict

And India blocked it‼️

👇Here is specifically what India objected to

🔹Refused to support strong language criticising Israel for the bombing of Gaza and Lebanon

🔹Tried to dilute the reference to America and Israel as the instigators of the war

🔹Opposed recognising East Jerusalem as a capital state, effectively opposing the two-state solution

🚨This was not the first time

India made similar changes at the India-Arab League Summit on January 31st 2026 as well

🇮🇳We are the Chairman of BRICS this year

The same platform built to give nations like ours a voice against western dominance

And we are using that chair to protect the countries responsible for our rising fuel bill

💭Tell me your thoughts in the comments below…….

08/05/2026

04/05/2026

📈AI Plays: 1-year returns

👉 Netweb: 186%
(GPUs and Cloud)

👉 GE Vernova: 185%
(Transformers and Equipment)

👉 TD Power: 177%
(Gas Turbine Generators)

👉 Apar Industries: 123%
(Wires and Cables)

👉 KRN Heat: 85%
(Coils)

👉 Aeroflex Industries: 84.5%
(Skid Assemblies and Flow Controllers)

👉 Diamond Power: 76%
(Conductors and Cables)

👉 Black Box: 72%
(Infra Provider)

👉 Welspun Corp: 66%
(Gas Transmission Pipes)

👉 E2E Networks: 14%
(Cloud Service Provider)

📉Anti-AI Plays: 1-year returns

👉 Aurionpro Solutions : -38%
(Fintech)

👉 TCS: -28%
(IT Services)

👉 HCL Tech: -27%
(IT Services)

👉 Zaggle Prepaid: -24%
(SaaS)

👉 Infosys: -22%
(IT Services)

👉 Wipro: -17%
(IT Services)

So no — India is not absent from AI

But the market selectively rewarding companies linked to AI infrastructure and ecosystem buildout

And punishing companies where AI is seen as a disruptor

01/05/2026

You might have invested smartly in Gold…

But storing it at home?
That’s where most people go wrong

Because safety isn’t about convenience

And most home lockers aren’t built for real theft

Before you assume “mere ghar pe safe hai”…understand the actual risk!!

Send this to someone who keeps their Gold at home

30/04/2026

😳Trump Makes Multibagger Returns For America

📈Quarterly Results of The Big 4 Tech Co’s

1️⃣ Google:
👉Revenue growth = 22%
👉PAT growth = 81%
👉Capex Guidance = $180 - $190 Bn
($5 Bn upward revision)

💸2027 capex to significantly increase

2️⃣ Meta:
👉Revenue growth = 33%
👉PAT growth = 61%
👉Capex Guidance = $125 - $145 Bn
($10 Bn upward revision)

3️⃣ Microsoft:
👉Revenue growth = 18%
👉PAT growth = 21% (adjusted for OpenAI investments)
👉Capex Guidance = $190 Bn

4️⃣ Amazon:
👉Revenue growth = 17%
👉PAT growth = 77%
👉Capex Guidance = $200 Bn

💸TOTAL CAPEX FROM THE BIG 4 = $695 Bn - $725 Bn

🚨Don’t Miss Sunday’s Global Investing Masterclass

🧠You’ll learn

👉How to start investing globally

👉Which app to use, and how to invest from India

👉How much to allocate, and how to structure your portfolio

👉What kind of global products to buy

💰Fees are very low at JUST ₹199

Simple. Practical. Actionable

🔗 LINK IN BIO