Semi conductor index is often considered a leading indicator of health of the economy

Micron: 'we see upcoming significant sequential declines in revenue & margins'

Nvidia: 'Will slow down hiring & control expenses as the company deals with a challenging macro environment'

#IEX

At 32% CAGR, Revenue doubles every 2.25 years.
All this while margins keep increasing.

"IEX is just an exchange and will lose its share once happens. It is not a technology company"

Meanwhile 👇🏼

@vrael5 @jitenkparmar No, they have a agreement with Tesla and it's the private company of Panasonic that makes these batteries

CATL is a good bet in this space

Battery industry has many similarities of semi conductor industry

High cost of entry
Limited players
Protected Tech
Need Scale to Survive

India needs to build its own battery & not just assemble parts imported from China and Korea

There are some very promising start ups in India trying to extend the life of a lithium ion battery but none that are doing research in Solid State

$QS is my bet on solid state future

@Rohan_Se Trendlyne has all the research reports available for free for most stocks.

@Trendlyne

Here are all for Laurus

#PowerofRS
Entry or Exit
All Sorted

My SCREENING TECHNIQUE Based #hypothetical #Portfolio
6th Upd - 26Sep2021

📍Purely based on my Financial Data Screening !

NO TIPS!
NO MEDIA!

📌#Screener Names in👇🧵summarizes Fundamental, Momentum, Valuation traits hence saves tons of analysis time.

@Vivek_Investor

1

Stocks & Screening Technique Methodologies !

@Coolfundoo 🌟25 , 22, 20, 19

2

Stocks & Screening Technique Methodologies !

@Coolfundoo 🌟18, 17, 16

3

Stocks & Screening Technique Methodologies !

@Coolfundoo 🌟15, 14

4

Stocks & Screening Technique Methodologies !

@Coolfundoo 🌟 14 (continued), 13, 12

5

This is the reason I just follow my RS for #peacefultrading

#indianhotel
#PowerofRS

A thread of strength in the market.

An analysis which I did during Covid crash with @MashraniVivek on which sectors and stocks were strong, and we did pick pharma, chemical early cycle. Though we do not know where market is heading, doing such exercise always helps to find

strength when market bottoms. Of course, it requires much more reading and conviction building and hence should be taken only as a starting point. Here is how this list has been generated
1. Pick top 500 companies
2. Find list of companies which have fallen < 10% in last 3 months

Totally 61 out of 500 stocks.
This is how the sectors come up.
✍️Auto and Capital Goods stand out
✍️Do not ignore defence for sheer count as there are few companies in sector
✍️Next pocket looks like few beaten down sectors/stocks where may be value is emerging - FMCG, Pharma

List of stocks - Auto tops the list followed by capital goods, bank and financial, pharma and defense. Disc: I am biased towards auto n financials (keeping FII selling risk aside). Also, this is still a watchlist activity and I am not acting on it except being

invested in few auto n banking names. Please do your own due diligence. I am not a registered investment advisor and this is not a recommendation. Follow @ScientificInve6 and our Youtube channel for more such

Hence Proved:
Bulls love Valley's (V shaped)
#Bulls hate Mountains.
😉😉😁