VK's Trading Stocks

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LTIMindtree: AI Growth Era Strategy AI Transformation - 1,500 digital employees deployed - AI-led delivery model - Outcome-based engagements - Focus shifting to growth Talent Initiatives - AI1000 program launched - 1,000+ AI engineers - More fresher hiring - Moderate lateral hiring Digital Employees - Assigned IDs and roles - Human oversight maintained - Performance tracked - Underperformers replaced Forward Deployed Engineers - AI and domain experts - Client-focused deployment - Faster release cycles - Higher productivity outcomes Management View - AI augments workforce - Not a job replacement - Productivity phase passed - AI monetization next focus Key Takeaway - Betting on AI-led growth - Human-AI collaboration model - Workforce mix evolving - Focus on revenue expansion

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Now Telegram is working

🚨 Important Update for Our Community 🚨 Due to a temporary restriction on Telegram, we are shifting our updates to WhatsApp for the time being. 📢 All market updates, discussions, important announcements, and community interactions will continue in our WhatsApp group until the Telegram issue is resolved. 👉 Join the WhatsApp Channel Here: [ ‎Follow the VK's Trading Stocks channel on WhatsApp: https://whatsapp.com/channel/0029VanuODzEFeXgQpixWC1e] Don’t miss any updates see you there🚀📈

☀️ India’s Solar Manufacturing Race is Heating Up FY26 Solar Cell Manufacturing Capacity (GW): - Waaree Solar – 5.4 GW - Tata – 4.8 GW - Adani – 4.0 GW - Premier Energies – 3.3 GW - FS India – 3.3 GW - Emmvee – 2.9 GW - ReNew – 2.5 GW - Jupiter – 2.0 GW - Evervolt – 1.1 GW - Fujiyama Solar – 1.0 GW

Credit access gramin 🔥 🔥 Started Moving 🚀🚀 From 1314 to 1375 ✅✅

#Nifty back to back 3 green candles Now stay cautious on long side Wait for some correction.

Inox Clean Energy Targets FY27 IPO IPO Plans • IPO Targeted In FY27 • Public Listing Under Review • Market Conditions Monitored • Regulatory Approvals Pending Major Acquisition • Acquired 6 GW Assets • Vena Energy Portfolio • Deal Value ₹6,000 Cr • Platform Scale Expanded Business Expansion • Ten Acquisitions Completed • Completed In Ten Months • Rapid Capacity Growth • Aggressive Expansion Strategy Strategic Significance • Strengthens Clean Energy Platform • Expands Renewable Asset Base • Enhances Integrated Offering • Supports Long-Term Growth Investor Interest • Strategic Investors Interested • Financial Investors Engaged • Capital Raising Opportunities • Market Interest Increasing Capital Strategy • Public Markets Preferred • Supports Future Expansion • Long-Term Capital Source • Growth Funding Objective Sector Tailwinds • Renewable Energy Momentum • Clean Infrastructure Growth • Industry Consolidation Rising • Capital Inflows Increasing Key Takeaway • FY27 IPO Back On Radar • Scale Expanded Via Acquisition • Strong Renewable Energy Tailwinds • Positive Long-Term Growth Story

People who were aggressively recommending Rajesh Exports a few months ago are now quietly deleting their old tweets as allegations and governance concerns surface. #Rajeshexports This is exactly why investors should never buy a stock solely based on social media recommendations. Before investing, always check: • Promoter credibility • Corporate governance track record • Auditor remarks • Cash flow quality • Debt levels When a stock goes up, everyone claims credit. When things go wrong, many disappear. Do your own research. Your capital, your responsibility. Always prefer research and analysis from SEBI-registered Investment Advisers (RIA) or Research Analysts (RA) rather than blindly following social media tips.

RBI GOVERNOR SAYS WE HAVE NOT SOLD ANY GOLD HOLDING HAS MARGINALLY RISEN

One slot is available for a one-on-one batch on Technical Analysis. SEBI REGISTERED RESEARCH ANALYST (Vishal Khapre) If you are interested in learning, feel free to reach out to me @VK1084_bot

Last Two sessions IT stocks up Today Down by 4% Stay away from IT sector atleast for the few days

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*NSE Extends Trading Window from 3 August 2026* The market is evolving ,and so are the trading hours. ⏰ F&O Market Closing Time Extended 3:30 PM ➝ 3:40 PM 📌 What's Changing? * Introduction of a new Cash Market Closing Auction Session * Additional 10 minutes for F&O participants to hedge positions * Enhanced closing price discovery mechanism * VWAP Closing Window revised to 3:10 PM – 3:40 PM ✔️ Market Opening Time remains unchanged ✔️ Trade Modification Window continues till 4:15 PM The final 10 minutes may now carry greater significance for hedgers, institutions, and traders alike. Stay prepared. Stay disciplined.

Nifty sudden fall Reason - MSCI REBALANCING

Asian Paints Limited Q4FY26 Results:- Revenue 9246.70 Cr vs 8358.91 Cr (+10.62% YoY┃+4.28% QoQ) EBITDA 1786.61 Cr vs 1436.20 Cr (+24.40% YoY ┃+0.32% QoQ) EBITDA Margin 19.32% vs 17.18% YoY & 20.09% QoQ PBT Ex-Exceptional Items 1614.12 Cr vs 1205.21 Cr (+33.93% YoY┃-1.98% QoQ) PAT 1185.49 Cr vs 700.83 Cr (+69.16% YoY┃+10.39% QoQ) PAT After Minority interest 1172.12 Cr vs 692.13 Cr (+69.35% YoY┃+10.59% QoQ) Other Income 171.37 Cr vs 99.85 Cr YoY & 161.00 Cr QoQ Last Q3 Exceptional loss of 157.61 Cr In Q4FY25 Exceptional loss of 182.96 Cr Decorative Business (India) delivered strong volume growth of 12.4%, with value growth of 10.2%

HBL - ₹1700 crore Kavach order Fy27 game is beginning

Taiwan has overtaken India to become the world’s 5th largest stock market by market capitalization. 📊 Taiwan Market Cap: $4.95 Trillion 📊 India Market Cap: $4.92 Trillion The rally has been largely driven by AI & semiconductor boom led by TSMC. A strong reminder that in today’s world, technology leadership can reshape global financial rankings very quickly.

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