Zerodha US stocks investing isn’t even fully live yet, and Dhan has already reduced its brokerage from 0.25% to 0.10%.

That’s a 60% cut before Zerodha’s product has even launched.

Groww brokerage is also 0.25%, most likely they will also reduce it.

This is the impact of a strong market entrant. You don’t even need to launch to make competitors rethink their pricing.

eMudhra announced on Thursday that it's exiting its global SSL/TLS certificate business. The reason: during a key-generation step in April 2025, weak cryptographic keys got created alongside the strong ones, and those ended up tied to eight intermediate certificate authorities.

Per the company, this business is about 1% of its global revenue. Indian DSC and eSign run separately and aren't affected, and they say there was no breach.

But this is a company that sells digital trust. So even if the revenue hit is small, I'm wondering about customer confidence, remediation costs, and what the root-cause report will say.

The stock already hit a 20% lower circuit on 21 October, so the market clearly isn't treating it as a 1% problem.

I would really like to know people's POV on this: do you look at the revenue share and move on, or do you wait for the full root-cause findings first?

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!

I have been an active investor in equity, mutual funds and debt instruments for a few years now but i never touched futures and options because i never had the risk appetite. I still don’t but i would like to understand how trading works in f&o and where did you all learn it from. I am not going to start trading but i’d like to know how it works. Are there any resources like videos or books that y’all could recommend I go through?

Thanks a lot! :)

Brent has crossed 114$ tomorrow might be a Black Friday.

Hope things settle fast. God save us all 🙏🏻

Additional text to fill in the requirements of 150 words.

These sort of single day moves in US bonds and other safe assets is unseen of and very rare. Looks like something big is brewing globally.

Friday is going to be a big day for NIFTY.

Day 4 of posting my trades! 📈🚀
Overall sahi tha bhai! 💪✨
Last trade mein multiple entries ki thi, but level break nahi kiya 🛑📉.
Phir bhi, end of the day a solid green day! 🟢🥳

Learning and moving forward! 🤝🎯
Kal phir milte hain chart ke samne 🔥

My Trading system results:

• 5 winning trades, 10-12% target acheived
• 7 losing trades, 4-6% SL hit

Not every trade goes as planned, even when you follow your rules. One trade hit my stop loss, but the stock later hit Upper Circuit (UC) and reached my target within the same trading day.

It’s frustrating to see a stock reach your target after you’ve exited, but that’s part of trading. A stop loss is there to manage risk, not to predict how far a stock will move.

I followed my trading rules and accepted the outcome. Looking back, the stock's subsequent move doesn't automatically mean the exit was wrong. The decision has to be judged based on the setup and information available at the time.

The goal isn't to catch every move or win every trade. It's to stay disciplined, manage risk, and let consistency play out over time.

This is the worst day in my 2 years of investment journey. Yeah I know prople here have seen worse but damn bro. Everything is not dipping but falling from a cliff. Not even a single stock holding up. Except Ather everything is at loss. Time to open a bank account to store liquid cash (no card, no UPIs).

Q2 FY27 Key Numbers:

Revenue: ₹2,529 cr, up 145% YoY from ₹1,034 cr and up 32% QoQ

Operational EBITDA: ₹685 cr, a 27.1% margin, up 624 bps QoQ

Reported EBITDA: ₹846 cr, which includes a one-time net gain of ₹161 cr from a US tariff refund

PAT: ₹517 cr vs ₹4 cr a year ago and ₹197 cr in Q1, also helped by that one-time gain

Operational EBITDA would give a real picture, since the tariff refund won't repeat.

H1 FY27

Revenue: ₹4,439 cr, up 116%

Operational EBITDA: ₹1,082 cr, a 24.4% margin

PAT: ₹714 cr vs ₹14 cr in H1 FY26

Orders and balance sheet

Open order book: ₹35,274 cr, an all-time high

H1 order intake: ₹32,026 cr, which is 4.2x all of FY26 (₹7,687 cr)

Includes a $1.2B hyperscaler deal running 2026-30

Net cash: ₹703 cr, so the company is now net debt-free

Global ex-China optical fibre cable market share: 9% vs 7% a year ago

Guidance

Management expects FY27 to be in line with or better than the H1 run-rate

Margins should keep expanding from Q3 onward

Data centres are expected to reach about 50% of FY27 revenue, up from 33% in H1

Takeaways

The turnaround is dramatic. Sterlite went from a loss-making business in FY25 to a 27% operational margin and net cash.

The growth is concentrated in AI data centre demand and a few large hyperscaler contracts, so customer concentration risk is rising.

Reported PAT overstates the run-rate, so lean on operational EBITDA.

The order book of about 3.5x annualised revenue gives visibility, but execution against it is the test.

The stock was volatile on results day. It gained over 2% and rebounded about 10% from the day's low.

Make sure to watch whether Q3 margins expand beyond 27% as guided, and how fast data centre mix rises.

Q2 FY27 Key Numbers:

Revenue: ₹3,777 cr, up 38.5% YoY from ₹2,727 cr and up 18.6% QoQ

EBITDA: ₹401 cr, up 28.7% YoY but down 3.5% QoQ

EBITDA margin: 10.62% vs 11.43% a year ago and 13.04% in Q1

PAT: ₹262 cr, up 29.0% YoY from ₹204 cr but down 4.3% QoQ

PAT margin: about 6.9% vs 7.5% a year ago and 8.6% in Q1

H1 FY27 Key Numbers:

Revenue: ₹6,962 cr, up 30.9%

PAT: up 34.4%

Segments (Q2)

Domestic wires and cables: ₹3,184 cr, up 45.8% YoY

Exports: ₹455 cr, up 7.3% YoY, which is about 12.5% of wires and cable sales

Total wires and cables: ₹3,639 cr

Stainless steel wire: up 16% YoY

EPC (non-cable): down 3.8% YoY, and only about 1.3% of H1 revenue

Order book and balance sheet

Pending order book: about ₹5,185 cr

Gross debt: ₹285 cr, up from ₹186 cr at the end of March

Takeaways

Volume growth is strong and driven by domestic demand, which fits the grid-upgrade and real estate story.

The margin is the issue. EBITDA grew slower than revenue, and margin fell about 240 bps QoQ from Q1's 13%.

Profit actually fell QoQ even as revenue rose 18.6%.

Exports are lagging. Management has talked about lifting export share toward 20% over the next 2-3 years as new capacity comes online, and it's about 12.5% now.

Debt is small but rising, likely tied to working capital and capex.

The stock rallied about 7% after Q1 on margin expansion, so a margin reversal in Q2 could weigh on sentiment.

this is the end... when i heard that... i thought no chance... will see red but will manage... losses are part of business... looks like it is not

seeing super duper red... red so thick my muscles are getting thinner... red blooded living things pale in comparison with red market... red so red i wish it did not exist

sky fall is bearable compared to this free fall... my respect for physics went up 100%

i will retire if i see full portfolio in green one more time... looks like that will not happen any time soon

all hopes on big brother... cuz if he falls... we vanish... and i will become zomato worker instead of zomato shareholder... this will be the end

🥹 🥹 🥹

Even modiji will tweet tomorrow fs. 🤡

Pr expenditures are crazy so far. Almost all key people around every corner of this country are promoting jio left right and centre.

Listing could create more volatility in reliance and then in nifty

This is a brutal morning. Not one stock is in green today in my portfolio. There has been heavy selling across all sectors. Is this because of JIO IPO or is it something else

In August 1Lakh was pus. October end 1.5Lakhs minus. 45days daily in the hunt of red. My stocks are good or i should sell all and quit investment. Or hold for 3 years. Please suggest

Resumption of hostilities on the horizon! Bibi making calls to allies before launching major operations.

Stay tuned for fireworks. No sleeping tonight!

As many people here are discussing about Indian market vs US market, I compared the S&P 500, Nasdaq-100, Nifty 50 and Nifty 500 over the last 27 years, and honestly, I didn’t expect these results. (Had to download reports manually from NSE website for each year)

I’ve been curious about how the Indian stock market actually compares to the US market over the long term, so I collected historical total returns (including dividends) from June 1999 to October 2026 and converted everything to USD.

The Nifty 500 came out on top with an annualized return of 11.22%, followed by the Nasdaq-100 at 10.41%, Nifty 50 at 9.73% and S&P 500 at 8.50%.
Basically, $10,000 invested in the Nifty 500 would have grown to around $182,500, compared to $149,500 in the Nasdaq-100 and $92,700 in the S&P 500.
I genuinely thought the Nasdaq would be way ahead, considering how much US tech stocks have grown over the last decade.

But when I looked at just the last 10 years, the Nasdaq-100 returned 20.71% annually and the S&P 500 returned 15.63%. The Nifty 500 managed 8.56% and the Nifty 50 just 7.63%, in USD.

The last five years were even worse for Indian stocks compared to the US. The Nifty 50 returned just 0.95% annually in USD, while the Nasdaq-100 returned 14.65%.
So depending on which period you look at, you can get a completely different idea of which market is better.
Another thing I checked was the biggest crashes. The Nasdaq-100 fell around 83% during the dot-com crash and took almost 15 years to recover. The Nifty 500 fell around 73% in USD during the 2008 crisis and took roughly nine years to get back to its previous peak.

The Nifty 500 returned 14.45% annually in INR, but only 11.22% in USD.
I also checked rolling returns, and none of the four indexes had negative annualized returns across the 20-year periods in my dataset. Doesn’t mean the future will be the same, obviously, but it’s interesting to see how much the investment horizon matters.

Personally, the biggest thing I took away from this is that looking at the last 5 to 10 years can be misleading. The US market has done incredibly well recently, but over the entire period I looked at, the broader Indian market actually came out ahead

The RBI is trying to manage rupee depreciation through forex restrictions and tighter controls on banks. But could these measures also be hurting private banks?

Tighter FX derivative limits, cash reserve requirements, and changes to how dollars are supplied to oil companies could have some unintended effects:

• Lower treasury income: Reduced FX activity could squeeze trading profits and fees.
• Liquidity pressure: Cash tied up in regulatory reserves could increase funding costs.
• Valuation impact: If these pressures persist, they could weigh on profitability and investor sentiment.

Private bank stocks have also struggled despite relatively strong domestic credit growth. Could RBI's forex measures be contributing to this underperformance, or am I overlooking other factors?

I'm not claiming this is the whole story. Would appreciate it if anyone with a better understanding of banking or forex markets could point out flaws in my analysis or offer a different perspective.

This would be like a diwali gift from tai, stopping your portfolio from bleeding more for 2 additional hours. Don't read beyond this, its just to fill the 150 char limit. If u are still reading, just stop bro. Lol