Amit Agarwal (@SpangleAdvisors) header
Amit Agarwal (@SpangleAdvisors) profile picture

Investor, Learner, Listener, Invest in Businesses having Value+Growth+Quality Management+Sound Balance Sheet. Like Cyclical & Turnaround Stocks.

Mumbai
Joined June 2017
Photo by Amit Agarwal (@SpangleAdvisors)Photo by Amit Agarwal (@SpangleAdvisors)Photo by Amit Agarwal (@SpangleAdvisors)Photo by Amit Agarwal (@SpangleAdvisors)Photo by Amit Agarwal (@SpangleAdvisors)Photo by Amit Agarwal (@SpangleAdvisors)Photo by Amit Agarwal (@SpangleAdvisors)Photo by Amit Agarwal (@SpangleAdvisors)Photo by Amit Agarwal (@SpangleAdvisors)Photo by Amit Agarwal (@SpangleAdvisors)
Trade Data clearly indicates that India may become Reliable supply chain for World. Top Export Growth Engines 👇 We are Refining Superpower Engineering Exports continue to lead the pack Electronics Manufacturing also showing great momentum. Gems & Jewellery Pharma & Chemicals India may soon feed the world. India mostly buying raw products & selling value added products. #Manufacturing Will be #MegaTrends for India 🇮🇳 for long. Invest In India’s 🇮🇳 Growth. India 🇮🇳 is long term Growth Story
Electronics Engineering Goods Textiles May remain the Export Growth Engine for India 🇮🇳
8
1,584
LIC looks Interesting Reasons are many
MSCI Announcement tomorrow morning Here is a list of stocks expected to be included and excluded for the Nov Review as per broker estimates
1
1,896
Most of Major Indices are just 1-5% away from their respective All Time Highs. Markets always surprise 🎉🤞🧿
Everything looks perfectly scripted for Indian Markets. Crude ⬇️ USD/INR ⬇️ AI Trade ⬇️ Corporate Earnings ⬆️ FIIs Flow ⬆️ GDP ⬆️ Manufacturing Growth ⬆️ Export ⬆️ Other Emerging Markets ⬇️ More Interestingly no one thought about it 2 weeks back. Almost 90-95% Investors/Traders were bearish on Indian Equities. Based on Data We were Bullish than & will remain Bullish on India 🇮🇳 We saw little recovery SmallCaps, MicroCaps, SMEs in last qtr. With FIIs Buying Large Caps outperforming, LargeCaps may create huge wealth for Investors & As earning momentum is continued from last 3 qtrs, We believe huge rally possible for Small, Micro & SMEs in this qtr or Next. #EmergingTrends #StockMarket #Investing #InvestIndia 🇮🇳
5
1,940
Everything looks perfectly scripted for Indian Markets. Crude ⬇️ USD/INR ⬇️ AI Trade ⬇️ Corporate Earnings ⬆️ FIIs Flow ⬆️ GDP ⬆️ Manufacturing Growth ⬆️ Export ⬆️ Other Emerging Markets ⬇️ More Interestingly no one thought about it 2 weeks back. Almost 90-95% Investors/Traders were bearish on Indian Equities. Based on Data We were Bullish than & will remain Bullish on India 🇮🇳 We saw little recovery SmallCaps, MicroCaps, SMEs in last qtr. With FIIs Buying Large Caps outperforming, LargeCaps may create huge wealth for Investors & As earning momentum is continued from last 3 qtrs, We believe huge rally possible for Small, Micro & SMEs in this qtr or Next. #EmergingTrends #StockMarket #Investing #InvestIndia 🇮🇳
Market offered Great Opportunities. Great News is FIIs started buying. Post Both US Midterm & Israel elections political uncertainties are over. What Next War may over or halted. Crude may come down drastically. Inflation may ease out Globally. Large Caps started sign of recovery. Today Reliance, Nifty, Sensex crossed all major DMAs Indexes turned on Bullish Zone Have to stay for few days for further validation. Large Caps & Old Economy Stocks may outperform initially than could be broad based Rally. Only Risk: Trump shall not do any dumb things. This Diwali brings Bullish Happiness. #EmergingTrends #StockMarket
5
1
25
4,609
Wish You Happy Diwali 🪔 & Prosperous New Year This Diwali 🪔 was so special. Every year We used to burn hell lot of crackers, this year we burnt very small count of crackers & used time in some other things. We tried to bring little smiles to some faces. We loved Sharing Happiness 💫🎉❤️ Idea courtesy : my better half ❤️ #HappyDiwali 🪔 🪔 🪔 🪔 🪔 #HappyNewYear
6
2,251
For Indian 🇮🇳 Equities everything looks Script written by God himself.
11
1,770
INDIA'S equity market is emerging as the world's largest, liquid AI hedge — JP Morgan US$ 115 Bn may enter in Indian Equities. AI Trades unwinding may play big role in FIIs buying at Indian 🇮🇳 Markets. finance.yahoo.com/markets/st…
Tech Stocks in Bear Market Territory: 1. SanDisk, $SNDK: -66% 2. Arm Holdings, $ARM: -64% 3. Coinbase, $COIN: -63% 4. Nebius, $NBIS: -62% 5. Seagate, $STX: -60% 6. Marvell Technology, $MRVL: -59% 7. ServiceNow, $NOW: -57% 8. Oracle, $ORCL: -56% 9. AppLovin, $APP: -54% 10. Circle, $CRCL: -54% 11. Super Micro Computer, $SMCI: -51% 12. Micron, $MU: -48% 13. Dell, $DELL: -47% 14. SpaceX, $SPCX: -47% 15. Qualcomm, $QCOM: -43% 16. Broadcom, $AVGO: -41% 17. AMD, $AMD: -39% 18. Robinhood, $HOOD: -38% 19. Alphabet, $GOOGL: -32% 20. Tesla, $TSLA: -32% 21. Palantir, $PLTR: -28% 22. TSMC, $TSM: -28% 23. Meta, $META: -26% 24. CrowdStrike, $CRWD: -26% 25. Nvidia, $NVDA: -25% The S&P 500 has now erased -$4 trillion in market cap since October 6th.
6
1,834
AI became existential risk for many Now AI itself struggling for Cash. AI spending may slow down & get rationalised. We are living in amazing world. Things getting changed drastically in no time.
4
1,902
Banks are very well placed for FIIs Consistently performing
Business Updates from Banks are quite good. After New measures by RBI, Business of Banks may Grow rapidly. Credit Growth Deposits Growth CASA Bank doing well on Almost all parameters
7
2,072
India’s crude basket may come down drastically. Huge Relief for Pressure on Currencies, Fiscal Challenges, Inflation Iran Exempts India, China, Iraq, and Qatar from Strait of Hormuz Restrictions iranwire.com/en/news/159765-… via @iranwire.com
1
10
2,358
Market offered Great Opportunities. Great News is FIIs started buying. Post Both US Midterm & Israel elections political uncertainties are over. What Next War may over or halted. Crude may come down drastically. Inflation may ease out Globally. Large Caps started sign of recovery. Today Reliance, Nifty, Sensex crossed all major DMAs Indexes turned on Bullish Zone Have to stay for few days for further validation. Large Caps & Old Economy Stocks may outperform initially than could be broad based Rally. Only Risk: Trump shall not do any dumb things. This Diwali brings Bullish Happiness. #EmergingTrends #StockMarket
This week may be most brutal one for the investors. Crazy Panic all around. Stay Calm friends If have Money keep shopping list Ready & start building PF with strong Cos. If don’t have liquidity than don’t stay at Markets, Spend quality time with Family & Friends.
1
4
4,207
Most of listed Cos Markets posted Crazy Crazy Results Businesses in different Mode Markets in different Mode Stock Prices are slave to Earnings.
16
2,527
Reliance Profit up 34% YoY Stellar Growth on such a large base. H1 PAT 52,746 crs May become first co to achieve 1 lac Crs+ PAT India need many more such corporates.
17
2,470
MSCI currently have around 50% weights of Taiwan & Korea 20% China India just 10% Going forward India’s weight in MSCI may increase. Expecting significant improvement 🧿🤞 msci.com/documents/10199/c0d…
2
7
2,165
Cybersecurity Industry have both Challenges & Opportunities.
🚨 BREAKING: Hackers are hitting banks in 7 countries at the same time. This is what Covid looked like in week 1. A few countries. Small numbers. Nobody called it a crisis. 1/ South Korea: hackers used a Chinese AI tool to break into at least 7 financial firms. 68,000 people's data stolen. 16 firms breached by mid-October. This week Daishin Securities reported 38,490 customers' data leaked, bank account numbers included. 2/ Latin America: one gang ran AI agents built on Claude, Grok and Kimi against 400+ targets, banks and payment firms included. They stole passwords and got into customer bank accounts. 3/ Italy: a fake WhatsApp from "the CEO" and an AI-cloned voice got Intesa Sanpaolo's private bank to send out €95 million. €36 million is still MISSING, turned into crypto. 4/ India: small lenders lost ₹300 crore (about $31 million) in 2 months. 150 cases. Hackers copied bank logins and sent the money out as fake loans. One firm was hit twice. 5/ Crypto: $351 million drained from Bitget's hot wallets. North Korean hackers are suspected. 6/ Japan: hackers hit GMO Internet's currency trading service and demanded $50 million in crypto. The prime minister promised an emergency anti-cyberattack package. 7/ Australia: the regulator warns AI attacks put more than A$4.5 trillion in retirement savings in the firing line. Government cyber alerts jumped 80% in a year. Now zoom out. AI hacking tools are now easy to get. Smaller firms have weak security. The money moves in minutes. It jumps across banks, through rented accounts, out as cash or crypto. The bosses are often abroad. Covid locked the streets. Nobody is calling this a crisis yet. But the central banks already plan for the day the hackers get in. The G7 agreed to run drills that simulate AI attacks on banks. The ECB reportedly gave eurozone banks 4 months to hand in their defence plans. If your savings sit in a bank, hit follow. I'm tracking where the hackers strike next and how much they take.
Readers added context they thought people might want to know
The listed incidents occurred at different times over months (e.g. Italy in Feb 2026; Bitget Sep 24; Latin America targets May-Sep), not simultaneously as presented. tomshw.it/altro/95-milio… decrypt.co/379350/bitget-… aichatdaily.com/ai-security/ha… m.economictimes.com/et-front/promp… smh.com.au/politics/feder… theverge.com/ai-artificial-… en.yna.co.kr/view/AEN202610…
4
2,752
Hackers are active all the way
BREAKING: Estimated $5.7 billion stolen in hack of world's largest exchange Binance
5
2,145
Very Good Results season so far. Results from Last 3 qtrs are above expectations. Interesting to see final Data post Season End.
4
2,125
Nifty Small Cap at highly oversold zone Nifty Micro Cap too at Highly oversold zone
8
2,236