r/dalalstreetbets

A lot of the discussion around ARM today centers on its ~18% China revenue exposure (mostly royalty revenue through licensees like Samsung and SK Hynix). Ran the EPS sensitivity instead of just looking at the headline percentage: a 10% cut to that China revenue only moves EPS by about $0.01. The royalty/licensing model has enough operating leverage that revenue shocks don't translate 1:1 into earnings hits.

HPE was up almost identically (+10.0%) the same session, which points more toward broad tech/infra rotation than an ARM-specific catalyst. The AI infrastructure and custom silicon design-win narrative ("physical AI buildout" robotics, edge, data centers) is getting cited as the underlying driver.

Full writeup: https://metricshour.com/briefs/2026-07-10/

Curious if others are seeing the same EPS math or reading the exposure risk differently.

📈 NIFTY Outlook for Next Week (3–7 August 2026) | Technical Analysis, Option Chain & FII Data

Will NIFTY continue its strong rally next week, or is a pullback around the corner?

In this video, we analyze the NIFTY Outlook for 3–7 August 2026 using technical analysis, option chain data, participant-wise open interest, and institutional activity to identify the key levels every trader should watch.

In this video:

• ✅ Weekly Market Recap
• ✅ NIFTY Technical Analysis
• ✅ Key Support & Resistance Levels
• ✅ Option Chain Analysis
• ✅ FII, DII & Retail Positioning
• ✅ RBI MPC Meeting Impact
• ✅ SEBI's New F&O Closing Auction Session
• ✅ Trading Scenarios for the Week Ahead

Key Levels
📈 Resistance: 24,400–24,450 | 24,600 | 24,800–24,900
📉 Support: 24,150–24,050 | 23,900–23,700

⚠️ Disclaimer: This video is for educational purposes only and should not be considered investment or trading advice. Please consult your financial advisor before making any investment decisions.

👍 If you found this analysis useful, please Like, Share, and Subscribe to MarketWithMahesh for weekly NIFTY outlooks, option chain analysis, and practical stock market education.

#NIFTY #NIFTY50 #NIFTYOutlook #StockMarketIndia #TechnicalAnalysis #OptionChain #FII #BankNifty #Trading #MarketWithMahesh

https://preview.redd.it/jun9fp7vyajh1.png?width=1272&format=png&auto=webp&s=e856d8d207f985e94f520eed2d8b6327534eecfc

Poor performance. 3/6 predictions were incorrect. Otherwise could be better.

Why is performance of HDFC life and HDFC bank so poor. I don't get it at all!

Day 1 | 2000 Equity | 155 profit

Day 2 | 2200 Equity | 165 profit

​

Nifty moves like 50-100 pt nowadays up or down but why the hell is IndiaVIX so fckin low? And it's decreasing daily.

Nifty's ITM put 18 aug expiry, Nifty 24400 pe is trading at 84 when Nifty is at 24365, 4dte ITM put trading at such cheap levels. Wtf is this market good for?

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Hi everyone,

Most of the people I know take investing decisions based on vibes/news or some top headlines.
Few take a step further and read some basic ratio like P/E, ROCE etc.

I want to understand like how can I actually build good fundamentals instead of just trusting the vibes. Have heard the terms like fundamental and technical analysis.

Can someone share some resources/way which they found helpful in learning these things.

More importantly, I want to first hear from someone who actually made some fortune by intelligence (and not vibe) that does these thing actually helped you anyway?

Would really appreciate any guidance/help!

Hollywood's China story is an interesting example.

For years, China was a major growth market for blockbuster movies. But as that market became less predictable, the economics of making $200M+ movies started changing.

It got me thinking about investing in Indian companies too.

A company might look like a great growth story today, but what happens when its biggest growth driver starts slowing down?

This is why looking at a company's next growth engine can be just as important as looking at its past growth.

Would you consider this when evaluating a company or mutual fund?