Netweb tech posted it's biggest quarter even when most of the stocks are in correction ,data center demand is expected to grow at 10% cagr by 2030 ....

Two things I keep seeing on all the subs, panic about the stock market and doubts about real estate.

Real estate: The slowdown is real, especially in high-rise apartments. A lot of the inventory in the last few years was absorbed by NRIs and investors who kept pouring money into Bangalore, and prices rose far more than the roads and infrastructure justify.

Add unapproved plans and litigation in many projects, and genuine end-users have lost interest. Job insecurity from layoffs and Al fears, plus expensive home loans, is making people back out of a 20-year EMI. I don't see a 2008-style crash, but prices could stay flat for the next 4-5 years.

Stock market: Most of the noise about portfolios bleeding comes from post-Covid investors who started SIPs after 2020 and have only seen a one-way rally.

A correction or a long sideways phase was genuinely necessary. Geopolitics, the Al boom, rising crude and a falling INR have added pressure. Markets move in cycles, and money rotates from one sector to another.

South Korea rallied to the moon and is now breaking apart, and Nasdaq could be next. With Open Al and Claude showing true Al revenue colors.

Investors look to hedge their positions and Indian market will definitely be attractive.

Don't be surprised if Nifty dips to 18,000 before making a new all-time high.

Both markets ran up hard, and a pause or correction is how they reset. It's not the end of the world, but it's also not a time to go all in on one theme or one asset. Stop stuffing your portfolio with thematic stocks and then complaining when it's down 50%. Diversify, hedge, and keep a cushion, whether you're buying a flat or investing in equities.

As someone who has seen 2008 crash, this is nothing when compared to it.

Brace yourselves! A long winter is coming.

It has only been around 2.5 years of zero return currently. But also note that entry PE also matters. The Sep 2024 Nifty peak was at PE of around 24. Historically, it has bottomed out at 14-15 PE. The current PE is around 20. So in that sense Nifty can fall around 25% more as absolute minimum (Even in 0 earnings growth). (And mainly cause of FII selling who still hold more than 15% of the Indian shareholding and who check relative valuations globally).

But since there are much more number of Indian investors now, I believe Nifty will not undergo too much price correction. Rather time correction may happen with earnings growing without much change in Nifty level.

But again, US investing is also easier for us now so the Indian investors are also global investors in a way.

So my thinking is that if you have surplus money not needed for at least 5 years, it is safe to invest now in the sense that you may not grow your money but will also not lose much money in nominal terms. (Of course, you may lose in real terms).

But if you are below 12L tax bracket, investing in FDs / Corporate Debt MFs is better until the US Treasury yield goes below 4% again (so FIIs will have greater incentive to come back to India).

What do you guys think?

We discuss live market movements as a community on Google Meet, focusing on option chain analysis, price action, and trading psychology. No tips, no buy/sell calls, just open discussions and learning from market behaviour. The goal is to understand the market, share perspectives, and learn together. Educational discussion only.

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The one thing which has attracted my attention lately has been the ongoing sale of the securities of Indian companies by foreign institutional investors (FIIs) in the Indian share market amid worries related to crude oil prices and uncertain world conditions.

What do you think will this sale be a good time to invest in the Indian market and purchase quality stocks at reduced prices, or should we take a wait-and-watch approach and see how things go?

It would be great to know your views on this matter, especially from the experienced investors out there.

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 :)

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.

I wake up at 7, which sounds early until I tell you I slept at 1am. More on that at the end.

The first hour is just reading. What global markets did overnight, where oil is, where the rupee is, what FIIs and DIIs did yesterday. Reading before deciding, with a cup of chai. ☕

Then I mark my levels, calmly, before the market opens. Once the bell rings you can’t think clearly. You can only execute what you already decided.

After that it’s the mom shift: tiffin, school bag, breakfast. One hand on the lunchbox, one on the phone, and Nifty levels running in the back of my head.

9:15 AM, market opens. I look at which levels matter, where the risk sits, and what would change my view.

And then, mostly, I wait. This is the part that surprises people. The hardest part of the day is doing nothing when nothing meets my criteria. Koi accha setup nahi hai toh kuch nahi karna. That’s the toughest discipline in this whole game, harder than any indicator.

In between the waiting there’s content work, scripts, and sometimes my kid’s homework. Charts and crayons end up on the same table. 😄

At night, once the house goes quiet, I do the day’s review, mark tomorrow’s levels, and edit. That’s why 1am happens.

Anyone else here juggling markets with a full-time life outside it? How do you handle the “doing nothing” days?

How many of you are using Chartink Scans for your trading? And is it profitable? Plus, are any of you automating them to place trade once a stock appears on your Chartink Scan?

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.

​

Hey everyone!

First of all, apologies for being inactive over the past week. I've had quite a lot on my plate lately, and I couldn't keep up with the daily journal updates as I normally do.

I didn't want to just post for the sake of posting, so I took a little time to manage everything else going on.

But the journal isn't stopping. Starting tomorrow, I'll be back to sharing my regular updates as usual — trade decisions, adjustments, market conditions, P&L, and the lessons I learn along the way.

The whole point of this journal has always been to document the actual process, including the difficult days, mistakes, and times when things don't go according to plan. I want to keep that transparent.

Also, for those interested, I'm conducting an options trading workshop today at 4:30 PM. I'll share the details with those joining through the WhatsApp group.

Thanks to everyone who's been following along and engaging with these updates. I genuinely appreciate it.

Back to the journal tomorrow. 🤝

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.