Learning @ PlutusAdvisors, SEBI Registered Research Analyst
PLUTUS ADVISORS SEBI Registered Research Analyst SEBI Registration Number INH000010229 BSE enlistment No :5611 https://www.plutusadvisors.com/disclosure-ra Only for educational purposes. Do your own research /consult your financial advisor.
显示更多📈 Telegram 频道 Learning @ PlutusAdvisors, SEBI Registered Research Analyst 的分析概览
频道 Learning @ PlutusAdvisors, SEBI Registered Research Analyst (@plutusadvisors) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 22 460 名订阅者,在 经济与金融 类别中位列第 5 463,并在 印度 地区排名第 18 290 位。
📊 受众指标与增长动态
自 невідомо 创建以来,项目保持高速增长,吸引了 22 460 名订阅者。
根据 03 九月, 2026 的最新数据,频道保持稳定运转。过去 30 天订阅人数变化为 -300,过去 24 小时变化为 -5,整体触达仍然可观。
- 认证状态: 未认证
- 互动率 (ER): 平均受众互动率为 17.93%。内容发布后 24 小时内通常能获得 12.27% 的反应,占订阅者总量。
- 帖子覆盖: 每篇帖子平均可获得 4 030 次浏览,首日通常累积 2 759 次浏览。
- 互动与反馈: 受众积极参与,单帖平均反应数为 34。
- 主题关注点: 内容集中在 iran, dow, hormuz, s&p, ceasefire 等核心主题上。
📝 描述与内容策略
作者将该频道定位为表达主观观点的平台:
“PLUTUS ADVISORS SEBI Registered Research Analyst SEBI Registration Number INH000010229 BSE enlistment No :5611
https://www.plutusadvisors.com/disclosure-ra
Only for educational purposes.
Do your own research /consult your financial advisor.”
凭借高频更新(最新数据采集于 04 九月, 2026),频道始终保持新鲜度与高覆盖。分析显示受众积极互动,使其成为 经济与金融 类别中的关键影响点。
数据加载中...
| 日期 | 订阅者增长 | 提及 | 频道 | |
| 04 九月 | 0 | |||
| 03 九月 | +1 | |||
| 02 九月 | 0 | |||
| 01 九月 | 0 |
| 2 | https://x.com/prakashplutus/status/2095833986811719852?s=52 | 1 435 |
| 3 | https://x.com/Prakashplutus/status/2095751912142606532?s=20 | 2 315 |
| 4 | 没有文字... | 2 571 |
| 5 | 🌍 Global Morning Macros Snapshot | PDC 08:00 IST | Thu, 3 Sep 2026
🟢 RISK-ON REVERSAL — Futures rip higher as rate hike fears ease, yields pull back, bad jobs data = good news
Futures Data
🏛️ Dow: 53,671.3 🟢 +579.2 (+1.09%) POSITIVE
💻 Nasdaq: 29,528.5 🟢 +428 (+1.47%) POSITIVE
📈 S&P 500: 7,750.6 🟢 +85.2 (+1.11%) POSITIVE
📈 Russell 2000: 2,968.3 🟢 +15.1 (+0.51%) ⚠️ SHORT TERM NEGATIVE
🛢️ Crude: $95.89 🔻 -0.59 (-0.61%)
🥇 Gold: 4,474.4 🟢 +47.5 (+1.07%)
💵 DXY: 98.965 🔻 -0.22 (-0.22%)
💱 USD/INR: 94.475 (flat)
📉 US 10Y: 4.766% 🟢 -0.38% ← YIELDS DROPPING
📉 US 30Y: 5.243% 🟢 -0.29%
🇮🇳 Gift Nifty: 24,030 🟢 +97.5 (+0.41%) ⚠️ SHORT & MEDIUM TERM NEGATIVE
📊 India VIX: 11.445 🟢 -1.28%
🌙 US Markets – Previous Close (Sep 2, Wed)
📈 Dow: +0.56% (53,062) | 📈 S&P 500: +0.46% (7,667) | 📈 Nasdaq: +0.45% (26,218)
• 3-day losing streak SNAPPED — 9 of 11 S&P sectors finished higher
• Key catalyst: ADP jobs at just 38K (vs 47K est) — weakest since January → less pressure on Fed to hike
• 10Y yield pulled back from 4.818% intraday high — bond selloff paused
• Dell +4.7% (AI server beat), GitLab +21%, Reddit +7% on AI data-licensing
• MongoDB -12% (cautious guidance), Palo Alto Networks -8% (slowing growth despite beat)
• VIX dropped to 15.38 — fear gauge cooling
🤖 AI Headlines — BLOCKBUSTER
• 🚨 Broadcom BEATS after close: Revenue $29.6B (+86% YoY) vs $29.5B est | EPS $3.32 vs $3.16 est — beat by 5%
• Net income TRIPLED to $13.1B | AI semiconductor demand driving 86% revenue surge
• Q4 guidance: $34.8B revenue (+93% YoY growth) — slightly below $35B consensus but acceleration continues
• Shares fell 3-6% after hours initially on guidance miss, BUT futures surging suggests market digesting positively
• Dell record $95B AI server backlog; raised FY guidance to $192B — AI capex cycle shows no signs of slowing
• 🍎 Apple CEO transition: Tim Cook stepping down → John Ternus (former HW VP) taking over
• Anthropic's Tom Brown at G20 Innovation Summit with US Commerce Secretary Lutnick — AI policy in focus
📈 Why Futures Are Surging (+1%+)
• 🕊️ Fed Gov Christopher Waller: "pricing pressures showing signs of improvement" — dovish pivot
• ADP miss (38K vs 47K) → weakening labor market reduces rate hike odds
• Yields pulling back sharply — 10Y down to 4.766% from 4.818% peak
• Bad news = good news regime → weak jobs = less hawkish Fed = risk-on
• Broadcom AI beat confirms capex cycle intact
• All eyes on Friday's NONFARM PAYROLLS — could be most consequential jobs report of 2026
🔥 Geopolitics & Oil
• Oil holds near $95 — Brent at $94/bbl as US-Iran hostilities continue
• Trump threatens to strike Iran "much harder" if Tehran retaliates
• Two supertankers struck in Hormuz earlier this week; corridor security in question
• Ukraine drone attack on Russia's Ust-Luga oil terminal
• Oil near $95 remains the #1 inflation risk keeping rate hike on the table
🥇 Gold Bouncing +1.07%
• Dollar weakening (-0.22%) + yields dropping = gold catching a bid
• Rally from recent lows near $4,300 → back to $4,474
• Dovish Waller comments providing relief
📈 Gift Nifty: Positive opening indicated 👉 +97.5 pts
🟢 Positive global cues + falling yields + Broadcom beat should support bulls. However, Gift Nifty still in SHORT & MEDIUM TERM NEGATIVE territory — structural trend hasn't flipped yet.
📌 Key Events Today:
• 📊 Weekly Jobless Claims (US)
• 🏭 ISM Services PMI
• 📅 Friday: NONFARM PAYROLLS — THE BIG ONE
• 🇮🇳 Watch: FII short covering potential if yields keep dropping
📌 Disclaimer:
🔗 https://plutusadvisors.com/disclosure-ra.html | 9 |
| 6 | 📊 Participant-wise Derivatives Data
🔹 Index Futures
Added + 4,965 Long
Added + 10,904 Short
Long: Short Ratio – 11:89
🔹 Stock Futures
Added + 1,041 Long
Reduced - 15,854 Short
Long: Short Ratio - 55:45
FII in index futures added longs & shorts
& Stock futures added longs and reduced shorts.
💰 Cash Market Update – 03 September 2026
(Includes Block Deals – Provisional Data)
DII Net : + 4,977 Cr
FII Net : - 2,346 Cr
🔗 Refer to the disclaimer https://www.plutusadvisors.com/disclosure-ra | 1 703 |
| 7 | 📈 Calm after the storm — but NFP looms tomorrow.
US equities right now (Thu Sep 3):
→ S&P 500: 7,712 (+0.59%)
→ Nasdaq: 26,437 (+0.84%)
→ Dow: 53,507 (+0.84%)
→ VIX: 15.04 (−1.05%) — fear fading
Cross-asset:
→ Crude: $91.93 (+1.01%)
→ Gold: $4,517 (+2.31%)
→ Bitcoin: $78,781 (+2.16%)
Yields cooling off from multi-decade highs:
→ US 10Y: 4.72% (−7 bps from Tuesday's 4.79% high)
→ US 30Y: ~5.20% (off 2007 highs)
→ Japan 10Y: still at 3.00% — 1996 levels
Key events last 24 hours:
📉 ADP Jobs: Only 38,000 — weakest since January (missed 47K est.)
🇯🇵 Japan yen intervention suspected — BoJ hike speculation growing
🇨🇦 BoC held at 2.25% — warned of upside inflation risk from oil
🇪🇺 ECB hike next week = 100% priced in (Eurozone inflation 3.3%)
🇺🇸 Trump signals "limiting" Iran strikes ahead of midterms
Sep Fed hike odds: ~61% — up from ~40% a week ago.
Bonds cooled, stocks bounced — but this is halftime, not full-time. Tomorrow's NFP is the match-decider.
#TrilliumQuant #Markets #Yields #ADP #NFP #FederalReserve #Macro | 3 005 |
| 8 | https://x.com/prakashplutus/status/2095452766965752215?s=52 | 2 994 |
| 9 | https://x.com/prakashplutus/status/2095390820413157703?s=52 | 3 200 |
| 10 | 📊 Participant-wise Derivatives Data
🔹 Index Futures
Added + 3,819 Long
Added + 10,950 Short
Long: Short Ratio – 10:90
🔹 Stock Futures
Added + 16,965 Long
Reduced - 24,714 Short
Long: Short Ratio - 55:45
FII in index futures added longs & shorts
& Stock futures added longs and reduced shorts.
💰 Cash Market Update – 02 September 2026
(Includes Block Deals – Provisional Data)
DII Net : + 2,813 Cr
FII Net : + 6,688 Cr
🔗 Refer to the disclaimer https://www.plutusadvisors.com/disclosure-ra | 3 701 |
| 11 | https://x.com/Prakashplutus/status/2095045919016448294?s=20 | 3 369 |
| 12 | FORWARD THIS , HOPE FM SEE AND ACT | 3 543 |
| 13 | Enhance Your Research Edge & Unlock 20%
🎯 Use Code: P20 to subscribe now
Subscription Link :
🔗 Plutus FTDB:
https://services.plutusadvisors.com/telegram/6a7f3f19e0988301ad8e2104
📄 Read the Disclaimer:
plutusadvisors.com/disclosure-ra
⚠️ Note: Not for short term traders.
💼 Plutus Advisors
SEBI-Registered Research Analyst (Reg. No. INH000010229)
BSE Enlistment (No. 5611) | 3 536 |
| 14 | https://x.com/prakashplutus/status/2094994300711113069?s=52 | 3 082 |
| 15 | 没有文字... | 3 049 |
| 16 | 🌍 Global Morning Macros Snapshot | PDC 08:00 IST | Wed, 2 Sep 2026
🚨 RED ALERT — Oil at $95, bond yields surge, rate hike odds 57.5%, fresh Hormuz tanker attacks
Futures Data
🏛️ Dow: 52,782.6 🔻 -59.5 (-0.11%) ⚠️ SHORT TERM NEGATIVE
💻 Nasdaq: 29,029.6 🔻 -141.8 (-0.49%) 🔴 SHORT & MEDIUM TERM NEGATIVE
📉 S&P 500: 7,629 🔻 -15.4 (-0.20%) ⚠️ SHORT TERM NEGATIVE
📉 Russell 2000: 2,920.1 🔻 -36.3 (-1.23%) 🔴 SHORT & MEDIUM TERM NEGATIVE
🛢️ Crude: $95.26 🟢 +2.98 (+3.23%) ⚠️ Highest since late July
🥇 Gold: 4,296.9 🔻 -73.4 (-1.68%)
💵 DXY: 99.72 🟢 +0.20%
💱 USD/INR: 94.94 (flat)
📈 US 10Y: 4.804% ⚠️ Highest since Jan 2025
📈 US 30Y: 5.28%
🇮🇳 Gift Nifty: 24,004.5 🔻 -46.5 (-0.19%) 🔴 SHORT & MEDIUM TERM NEGATIVE
📊 India VIX: 11.19 (flat)
🌙 US Markets – Previous Close (Sep 1, Tue)
📉 Dow: -0.79% (52,767) | 📉 Nasdaq: -1.03% | 📉 S&P 500: -0.71% | 📉 Russell: -1.23%
• Broad risk-off selloff — tech hit hardest; September seasonality kicks in
• Oil surged 5% to ~$90 after US-Iran resumed strikes in Hormuz
• 10Y yield spiked to 4.8% — highest since Jan 2025; global bond selloff triggered
• CME Fedwatch: 57.5% probability of 25bps RATE HIKE in September to 3.75-4%
• ISM Manufacturing: 54.6 (below 55.3 est) | JOLTS: 7.27M (in line)
• VIX surged 7.8% to 16.08 — fear gauge spiking
🔥 Geopolitics & War — ESCALATION
• 🚨 Two supertankers struck in Hormuz corridor (Aug 31) — Saudi-operated Sidr + South Korean Senegal Prosperity hit by projectiles minutes apart; first attacks in US-guarded corridor since lanes declared cleared
• US launched fresh strikes on IRGC targets — first in a month
• Trump: "a relatively little war" | Iran warns response will be "many times greater"
• Iran tells UN it will respond "decisively and proportionately" to any new attack
• 🇺🇦 Ukraine drone attack on Russia's Ust-Luga oil terminal in Baltic Sea — fire reported
• US SPR plunged below 290M barrels — lowest since 1982
• Crude approaching $95 — oil market now pricing in prolonged conflict
📈 Bond Market — Rate Hike Incoming?
• Warsh Jackson Hole (Aug 28): "Inflation well above 2% target — Fed's focus must be on prices"
• Market now pricing 57.5% chance of September rate HIKE
• 10Y yield at 4.8%, 30Y at 5.28% — bond selloff accelerating
• Oil → inflation → hawkish Fed → higher yields → equity pressure loop intensifying
🤖 AI Headlines
• Dell CRUSHES earnings: EPS $7.04 vs est; AI server revenue $16.4B; record $95B AI server backlog; raised FY guidance to $192B — AI capex cycle intact
• Palo Alto Networks beat estimates but margin concerns sent shares lower post-market
• Broadcom earnings due TODAY (Sep 2) — market watching AI semi revenue vs $16B guidance; critical test for AI chip breadth
• SoftBank's SB Energy AI infra unit filed to go public
• CrowdStrike launches Falcon Guardian to police AI agents at endpoints
🌍 India Market Context
• Nifty (Sep 1): Mixed session — Nifty 50 slipped marginally, Sensex eked out minor gains
• India VIX up 1.08% — volatility creeping higher
• FII/DII data awaited | FII positioning remains heavily short (2L+ net short contracts)
📉 Gift Nifty: negative opening indicated 👉 -46.5 pts
⚠️ KEY RISK: Oil at $95 + rate hike fears + FII bearish positioning + Broadcom earnings tonight = extreme caution warranted. September has historically been the worst month for equities.
📌 Key Events Today:
• 🏭 Broadcom (AVGO) Q3 earnings — after market close
• 📊 ADP Employment data
📌 Disclaimer:
🔗 https://plutusadvisors.com/disclosure-ra.html | 3 136 |
| 17 | https://x.com/prakashplutus/status/2094987234848158172?s=52 | 3 040 |
| 18 | https://x.com/Prakashplutus/status/2094983112552006032?s=20 | 3 235 |
| 19 | 📊 Participant-wise Derivatives Data
🔹 Index Futures
Added + 523 Long
Added + 13,240 Short
Long: Short Ratio – 9:91
🔹 Stock Futures
Reduced - 10,900 Long
Added + 1,657 Short
Long: Short Ratio - 54:46
FII in index futures added longs & shorts
& Stock futures reduced longs and added shorts.
💰 Cash Market Update – 01 September 2026
(Includes Block Deals – Provisional Data)
DII Net : + 1,847 Cr
FII Net : + 1,143 Cr
🔗 Refer to the disclaimer https://www.plutusadvisors.com/disclosure-ra | 3 829 |
| 20 | https://x.com/prakashplutus/status/2094730114638700591?s=52 | 3 589 |
