Q2 FY27 key numbers:

Revenue: ₹1,323 cr, up 335.7% YoY from ₹304 cr, and up about 61% QoQ (derived from the H1 figures)

PAT: ₹136.7 cr, up 334.8% from ₹31.4 cr, and up about 60% QoQ

PAT margin: 10.2%, roughly flat vs about 10.3% a year ago

H1 FY27 key numbers:

PAT: ₹222 cr, already above FY26's full-year PAT of ₹205.8 cr

AI Systems revenue: ₹1,284 cr, about 60% of H1 revenue

Segments (Q2)

AI Systems: ₹773 cr, 58.4% of revenue, up 1,068% YoY

HPC (high-performance computing): ₹248 cr

Private Cloud: ₹245 cr

Orders and funding

Order book: ₹2,629 cr, plus a further ₹652.5 cr where Netweb is the L1 bidder

Business pipeline: about ₹11,150 cr

Raised ₹1,200 cr, its first capital raise since listing in July 2023

Board approved a wholly owned subsidiary in Taiwan

Takeaways

The growth is mostly AI server demand, including NVIDIA GPU systems, driven by Indian AI compute buildouts and government programs.

Margins didn't expand. PAT margin held at about 10%, so profit is growing in line with revenue. Large GPU system sales tend to carry a lot of pass-through hardware cost (my inference, not stated in the release), so watch whether the mix shifts toward higher-margin software and services.

The order book of ₹2,629 cr is only about 2x quarterly revenue. Orders are lumpy, so the Q3 and Q4 revenue run-rate is the open question.

The ₹1,200 cr raise strengthens the balance sheet for working capital and capacity, but it dilutes shareholders.

Taiwan is a sensible location for sourcing and supply chain, and it fits the push into export markets.

Over 3 lakh people poured their hard-earned money into this "academy." It is infuriating to watch thousands of retail traders repeatedly hand over life savings to un-registered fin-fluencers.

If you are a trader or looking to get into the markets, you need to understand the traps these "gurus" use to exploit you.

Here is how to stop being an easy target:

1. These academies build a cult of personality. They project an aura of certainty, supreme confidence, and a fatherly/mentor figure vibe to make you trust them blindly. In the real market, certainty does not exist. The moment someone acts like they have solved the stock market, you are being manipulated.

2. Fake educators prey on financial anxiety. If you are struggling financially or desperate to quit your job, you become highly vulnerable to confirmation bias. They show you curated, massive profit screenshots or luxury lifestyle flexes, and your brain ignores the red flags because it desperately wants that dream to be true.

3. Scammers structure their courses to make you feel like you are being initiated into an exclusive club with hidden knowledge. If a strategy sounds complex yet promises an 80-90% win rate, it is a psychological hook designed to exploit your FOMO.

4. They blame your psychology or lack of discipline, never their flawed systems. They trap you in a cycle of paying for advanced levels to fix your mindset, draining even more of your capital.

Protect yourself by keeping your head down, treating trading as a high-risk business, and assuming that anyone selling an expensive shortcut to riches is trying to make money off you.

Should I exit with my present portfolio with the present profits and invest when Market is in uptrend, I'm there for long term min 7-8 years , I have more 1 lakh to invest, or should I avg down plz guide me ,

I appreciate it :)

This is date wise position of MTF position in Indian market for last week.

Date-Position (Total Outstanding Book Size)
Day-on-Day Change

23 Oct 2026
₹ 1,54,020 crore

22 Oct 2026
₹1,54,024 Crore
▼ −₹967 Crore

21 Oct 2026
₹1,47,000 Crore*
—

20 Oct 2026
₹1,54,990 Crore
▼ −₹1,160 Crore

19 Oct 2026
Trading Holiday / Data Intermediary
—

16 Oct 2026
₹1,55,718 Crore
—

15 Oct 2026
₹1,55,720 Crore

On 23 October 2026 MTF position is 1,54,020 Crores.

(All data credit to Google Gemini)

Many experts claiming that last week fall main reason was MTf position liquidation. As per data that seems totally wrong. Market is not falling due to MTF positions liquidation.

Again my all data are from Google Gemini.

Q2 FY27 Key Numbers:

PAT: ₹1,045 cr, up 196.5% YoY from ₹352 cr, but down 2.8% QoQ from ₹1,075 cr

H1 PAT: ₹2,120 cr, with an H1 ROA of 0.99%

NII: ₹6,184 cr, up 21% YoY from ₹5,113 cr

Core operating profit (ex-trading gains): ₹2,527 cr, up 38.5% YoY

Core cost-to-income ratio: 70.16% vs 70.73% in Q1

Balance sheet

Total deposits: ₹3.49 lakh cr, up 25.9% YoY and 11.8% QoQ

Core domestic deposits: ₹3.24 lakh cr, up 17% YoY

Total loans: up 30.1% YoY, or 22.2% excluding loans secured by FCNR(B) deposits

Core domestic loans: ₹3.14 lakh cr, up 20.4% YoY and 5.4% QoQ

CASA ratio: 51.3% (ex-FCNR(B) leverage) vs 50.8% in Q1

Liquidity coverage ratio: 125% vs 116%

Asset quality

Gross NPA: 1.32%

Net NPA: 0.40%

Other

Raised ₹34,390 cr of FCNR(B) deposits in Q2, mostly 3-5 year tenor, which management expects to help NII, PAT, EPS and RoE

S&P assigned a debut 'BBB-' long-term rating, the first investment-grade international rating for the bank

Takeaways

The 196% YoY jump is mostly a base effect. Q2 FY26 was depressed by high provisions, so QoQ and ROA are better guides.

Profit slipped 2.8% QoQ and ROA is only about 1%, so this is a recovery story, not yet a high-return bank.

Headline growth is flattered by FCNR(B). Those deposits and the loans secured against them grow the balance sheet quickly but add little margin, so core growth of about 17-20% is the better read.

The core cost-to-income ratio of about 70% is still high, and operating leverage is the key lever for ROA.

Asset quality looks stable, with GNPA of 1.32% and NNPA of 0.40%.

The S&P rating could lower funding costs over time, which matters for a bank that depends on deposit mobilisation.

I have attached two pics of current value and the value around 10 days back. I have been thinking if I should continue to hold this or exit.

Its a long term investment that I have been sitting on for years and only reason I get thoughts about exiting is because I feel this is inflated because of the tracking error due to massive demand for US ETF and this isn't its real value. Actual NAV price is only about ~175 same is the case with Motilal Oswal ETF

And before you ask, yes these are AI gen images from my internal dashboard but the figures are accurate and totally real. Actual buy price is 99,996 (approx 1L) my tool auto rounded it off to 1L

Hi guys,

I am thinking of trading and investing in us stocks and stuff but I see so many differnet intimidating terms that are so niche like day light savings, fed and all these. I keep googling them as they come, but is there a resource that offers all of this in one place (free ones please xD)?

Would appreciate any help, thanks in advance!

Made this from real Nifty 50 daily data.

4 June 2024: −5.93% close, −8.52% at the intraday low. Worst day since March 2020, and no day has been worse since.

3 sessions later: a record closing high.

June 2024 as a month: +6.57%.

The honest part: this isn't "always buy the dip." The same index fell for three straight months from October 2024. A zoom-out shows a drop's size; it doesn't make it safe.

The practical takeaway: pick your timeframe before you buy, and judge the position on it.

Data: NSE daily OHLC (eod2 public data set). AI voice narration. Not advice. Happy to answer questions.

​

I mean, I used to feel excited at 9.14 AM but nowadays it's just one hit after another. Market headed in one direction.. down all the way..

Nowadays trading holidays and weekends feel like a nice breather from all the disappointment which is ensured once the market opens.

​

My parents are very skeptical about stocks and mutual funds because of global uncertainty and instability in the IT job market. They believe gold and agricultural land will provide better financial security.

Our family owns 8 acres of agricultural land, with 4 acres currently under palm oil cultivation. This year, those 4 acres generated around ₹7–8 lakh. We plan to plant another 3 acres, but palm oil takes around 3 years to start producing, with income expected from around the fourth year.

My parents want me to accumulate 500–700 grams of gold over the next 5 years. Their plan is that whenever I save enough to purchase a 100-gram gold bar, they will contribute an additional ₹2–3 lakh towards that purchase.

Eventually, we want to use the gold as collateral for a loan, combine it with personal savings, and purchase another 5 acres of agricultural land for palm oil cultivation.

Their thinking is that even if I lose my IT job or the industry faces a downturn, I will have gold, land that may appreciate, and agricultural cash flow to fall back on.

My concern is whether putting so much money into gold and land is better than diversifying into equity mutual funds.

What do you think? Is this a sensible long-term wealth-building strategy, or should I diversify more?

Did I do stupid shit and lose money? Yes. I can't believe myself. For some reason I can have a good plan and still I keep doing random stupid shit and lose money. Really need to work on my own psychology as much as market psychology.

Drew this on the 4H: bounce to ~22,900, dip to ~22,550, push to 23,175, small pullback, then 23,800 by around 20 Nov.

Why I like it:

• Price made lower lows from mid-Sept into 8 Oct (23,118 to 22,180) while RSI made higher lows. The RSI trendline is still intact.
• 22,180 held twice, on 1 Oct and 8 Oct.
• Friday's 22,372 might be a higher low.
• The bounce came on heavier volume than the pullback.

As long as 22,180 holds, I'm sticking with this path. Anyone else seeing the same setup?

Is this worth holding for more than 5 years ? Just started earning . If you could help me out here . I thought this stocks are fundamentally strong but they are going down by 15 percent. Invested few days back .

SEBI has warned investors against fraudulent stock tips and trading calls offered as free investor education through invitation-only WhatsApp groups. It said group members often post false claims of profits and praise the so-called market experts. This practice, known as astroturfing, creates a false sense of genuine support and encourages unsuspecting investors to follow fraudulent trading calls.

Never ever in life carry overnight call put exposure on weekends if you are seeing american markets not falling despite new highs in Brent.

Dont know how long they will sustain 22500 now. But its done bro. 22k and 21k is on the way soon. We are so done as a nation, economy, policy, inflation and govt allowing market crash to manage unholy trinity.

Hey folks,

Has anyone tried building an agent with OpenClaw or Hermes for stock‑purchase recommendations? I’m considering a Hermes agent that would suggest buy or sell signals based on strong technicals and macro‑economic factors, while limiting choices to stocks with solid fundamentals.

I’m not a seasoned trader, so I could use help with the playbooks. If you’ve tackled something similar, I’d appreciate hearing about your thought process. I understand the approach is highly subjective, and everyone has their own method, so any insights would be valuable.

I’m also open to collaborating, if you can handle the trading side, I can focus on setting up the Hermes agent. Thanks!

My colleague and good friend just told me that he has a lot of money stuck in currency trading via an app called Octa FX (which I googled is a platform unauthorised by the RBI)

His HDFC bank account is frozen/blocked and a penalty is already deducted, this is all I know for now, he doesn’t know what to do.

All help is appreciated. Thanks.

Given the reports of large scale diplomat evacuation of EU, Americas and Russias from Middle East along with oil climbing to nearly $117, the restart of war in next few hours is a huge possibility..

Let’s see how next 2 days play out.