PP
The Meet Kevin Pricing Power ETF
stockNYSE

Hey, thanks. Confused between UTI NIFTY 50 INDEX FUND and PARAG PARIKH FLEXI CAP FUND. All the researches I’ve done so far, point out to these two. And then I see some comments discouraging people to invest in PP. It’s been hella confusing.

Bro, need your suggestion. I have recently entered into Mutual fund space. Have deployed around 25% of my Capital into it in the span of 6 months. Nifty 50 index fund, PP flexi cap(stopped now because of heavy large cap exposure) , Index 150 , and around 10% in small cap. Now, i have good risk appetite . I don’t have problem in my portfolio going down or going in consolidation phase for years. so, i have been buying dips like recent dip in Nifty 50 , i deployed around 3-4% more capital today. So, i want to know how much percent should i deploy at which level. And overall how much of my total capital should be in MF. And second, i wanted to play around with some stocks too, only 5-7%. I was thinking of buying Zentec , Athar , ITC etc. Which one would you suggest any two?

MOASS PP should 1/1. Otherwise love it.

**Friday's closes:** SPX **7,722.72 (+0.73%)** — \~1.2% below the Aug high (7,816.70). QQQ **749.58 (+1.02%)** — broke the June high (747.05), new chart-range high. 2Y **4.839%** / 5Y **5.055%** / 10Y **5.277%** / 30Y **5.630%**. MOVE **107.29** (−0.78%) — my key level is **125** (+16.5% away). Oct FOMC pricing: 83% unchanged / 18% hike (was \~50/50 days earlier). **The macro: NFP +29K vs +90K expected (prior +133K), unemployment 4.2%.** October hike odds collapsed to 18%. But the "weak economy" read fails on the rest of the tape: Q2 GDP finalized **2.2%** (exp 1.5%), Aug personal spending **+0.9%** (vs income +0.2% — a 0.7pp gap that means savings drawdown, watch it), ISM manufacturing **54.5**. Weak jobs + resilient demand = the Fed is boxed in. Note the bond market's response: every tenor dipped 10–14bp intraday on the print, then **fully recovered and closed higher** — weak payrolls brought no bond buying. The market fears inflation/supply risk more than soft labor data. 2Y at 4.839% sits \~84bp above the Fed funds ceiling — bonds are pricing more hawkish than prediction markets. **Global stickiness:** France CPI 3.0%, Italy 4.2%, Germany 3.3%, euro area 3.8% — ALL above expectations. RBA hiked to 4.6%. This external inflation pressure caps Fed dovishness and keeps **December 8–9** live even with October dead. Other data: JOLTs 7.079M (cooling), China PMI back above 50 (50.1), core PCE 0.2% m/m (tame). **Technicals — the divergence trade:** QQQ new high vs SPX chop (ADX **9.06** = no trend; +DI/−DI only 2.6 apart). Money flow *split*: QQQ CMF **+0.117** vs SPX **−0.050**. This is an AI/semiconductor-concentrated rally with weak breadth — rate-sensitive by construction. SPX levels: R 7,751/7,780/7,816.70, PP 7,725.97, S 7,697/7,672/7,657 (MA50)/7,616/7,508. QQQ levels: R 753.57/757.56/760, PP 750.55, S 746.56/743.54/742.16 (BB mid)/733.81/716.22. My scenarios (subjective): SPX bull 40% (reclaim 7,782 → 7,850–7,900; needs 10Y contained + MOVE fading) / range 35% (7,650–7,780) / bear 25% (lose 7,657 → 7,508; triggers: 10Y >5.342%, MOVE >110.52). QQQ bull 45% (hold 747 → 757–760 → 770) / range 30% / bear 25% (lose 742 → 716). **MU — the AI memory check:** revenue **$54.229B** (+5.3% vs consensus), EPS **$33.42** (+5.0%), guide **$61.5B**; core datacenter **+56% QoQ / +1,042% YoY** at 85% margins; gross margin 87.0%; FY26 revenue $133.19B (3.6×); op cash flow $89.68B. The catch: beat margin **narrowed from \~+18% to +5%** — consensus caught up. The stock now needs guidance *raises*, not beats. 87% gross margin is extreme — sensitive to supply response. **MOVE 125 — my framework:** 76.22 → 110.52 (+45%) in under two weeks while SPX sat at highs = stock/bond vol divergence that must resolve. Watch sequence: 110.52 → 120.33 (BB upper) → **125**. 125 is a **warning line, not a buy trigger** — it means raise alert and prepare to scale in. Real aggression waits for VIX 40–60, keeping 40–50% cash. **My book:** the **META jade lizard (with stock)** expired at $728.08 for **+$14,951/contract (+26.0%)** — the long 600 call reopened the upside, capping the short-call loss at $35 while the stock ran $152.58. Lesson: below 555 the structure bleeds 2× — preset exits next time. New: CCL 12/18 $25C u/1.79 · TSM 11/06 $460C u/21.39 (10/15 earnings inside) · MSTR 10/23 $162.5C u/7.25 (expires *before* est. 10/29 earnings — BTC/treasury bet, not earnings) · MDB 1/15/27 $370C u/38.85 · SNDK 10/09 $1800P **short** u/153.3 ($15,330 prem vs $180K notional — the tail risk) · $XX u/23.5 (needs SPX >10,000 by Jan 2030, \~8.2% annualized — lottery sizing). Whale alerts matched on TSM ($23M), MSTR ($3.4M), MDB ($3.2M), SNDK ($12.2M). Five of six lean bullish, all AI/tech. **Next week (Oct 5–9):** Mon — ISM services (prev 55.4, exp 55.7; prices sub-index is the inflation tell). Wed — **FOMC minutes** 11:00 PT (year-end-hike debate; dots: 12 of 18 see 4.1%, 4 see 4.4%, 2 see 3.9%; hawkish minutes = 2Y + MOVE up together). Fri — Michigan sentiment prelim (prev 48.1; watch inflation expectations) + SNDK $1800P expiry. **Desk take:** the hike died, but the bond market didn't get the memo — yields closed the week higher anyway. Respect the divergence: QQQ's new high is real but narrow, MOVE's spike is the bill that hasn't come due. Buy slowly. Scale in. Let time be on your side. \[NOT FINANCIAL ADVICE, DYOR!\] from Humble Trader | Gemini Trading https://preview.redd.it/75n311yti5th1.png?width=847&format=png&auto=webp&s=ab46b704ae8f2ccac87077981febbbdfbd2eca3d https://preview.redd.it/sg0ibnkzi5th1.png?width=850&format=png&auto=webp&s=7903c7c1434dce3bb02e6bd9909ebb8f93ac4ca0 https://preview.redd.it/b07zluf4j5th1.png?width=1775&format=png&auto=webp&s=218e2a728e5ed80a41b534f7207b9250b1d31d94 https://preview.redd.it/7ypelgj9j5th1.png?width=1730&format=png&auto=webp&s=020cf19796858875db1cfac1073f8ffd8c3911ec https://preview.redd.it/n9pkn7kej5th1.png?width=848&format=png&auto=webp&s=aca538ea62a57550fb34e2869962f4fcbbbbeb25 https://preview.redd.it/so0ahs0jj5th1.png?width=843&format=png&auto=webp&s=32de7b7c36c3e024a187968b318500f095af6b3e https://preview.redd.it/ugv3reqnj5th1.png?width=844&format=png&auto=webp&s=da6331b3e172712496587d8215bf9d5ff278659b https://preview.redd.it/9erjb52qj5th1.png?width=849&format=png&auto=webp&s=8964e16712f220879a1771ddef423592e6b5dcb0 https://preview.redd.it/eroqmqrsj5th1.png?width=845&format=png&auto=webp&s=d888e2592386f0910f0ed83d8ca472de255453ba https://preview.redd.it/qbn690suj5th1.png?width=800&format=png&auto=webp&s=30c67171e1ea83b10933c40b1961acedf551e39a https://preview.redd.it/365w0qywj5th1.png?width=3840&format=png&auto=webp&s=0050654708dab8d0d7a12988984980a576df0863 https://preview.redd.it/2bprhkcyj5th1.png?width=1376&format=png&auto=webp&s=44490304dd0837742eaedea4010bc7b854c94f1b https://preview.redd.it/xevhbcf4k5th1.png?width=1133&format=png&auto=webp&s=da995be9a66a85438185f6efeaee4591c08ccf1a https://preview.redd.it/625nlu86k5th1.png?width=1376&format=png&auto=webp&s=35b38cab8f7d7dbb9f42aa7d66ad38493c809f2e https://preview.redd.it/2go00an7k5th1.png?width=680&format=png&auto=webp&s=bc0268d722022ffb1e04958bbcc7a0f2f4f99b62 https://preview.redd.it/flnzuxr8k5th1.png?width=680&format=png&auto=webp&s=8304397e5571049cfb8f4f274398132fc046f3ac https://preview.redd.it/2luixu8ak5th1.png?width=624&format=png&auto=webp&s=086ae85cb11c75045ebe1ebe0410b54cc3528733 https://preview.redd.it/qw01wltbk5th1.png?width=880&format=png&auto=webp&s=0fce8d4080dc241160aa3c0f88e918d57c8b26f2

**Friday's closes:** SPX **7,722.72 (+0.73%)** — \~1.2% below the Aug high (7,816.70). QQQ **749.58 (+1.02%)** — broke the June high (747.05), new chart-range high. 2Y **4.839%** / 5Y **5.055%** / 10Y **5.277%** / 30Y **5.630%**. MOVE **107.29** (−0.78%) — my key level is **125** (+16.5% away). Oct FOMC pricing: 83% unchanged / 18% hike (was \~50/50 days earlier). **The macro: NFP +29K vs +90K expected (prior +133K), unemployment 4.2%.** October hike odds collapsed to 18%. But the "weak economy" read fails on the rest of the tape: Q2 GDP finalized **2.2%** (exp 1.5%), Aug personal spending **+0.9%** (vs income +0.2% — a 0.7pp gap that means savings drawdown, watch it), ISM manufacturing **54.5**. Weak jobs + resilient demand = the Fed is boxed in. Note the bond market's response: every tenor dipped 10–14bp intraday on the print, then **fully recovered and closed higher** — weak payrolls brought no bond buying. The market fears inflation/supply risk more than soft labor data. 2Y at 4.839% sits \~84bp above the Fed funds ceiling — bonds are pricing more hawkish than prediction markets. **Global stickiness:** France CPI 3.0%, Italy 4.2%, Germany 3.3%, euro area 3.8% — ALL above expectations. RBA hiked to 4.6%. This external inflation pressure caps Fed dovishness and keeps **December 8–9** live even with October dead. Other data: JOLTs 7.079M (cooling), China PMI back above 50 (50.1), core PCE 0.2% m/m (tame). **Technicals — the divergence trade:** QQQ new high vs SPX chop (ADX **9.06** = no trend; +DI/−DI only 2.6 apart). Money flow *split*: QQQ CMF **+0.117** vs SPX **−0.050**. This is an AI/semiconductor-concentrated rally with weak breadth — rate-sensitive by construction. SPX levels: R 7,751/7,780/7,816.70, PP 7,725.97, S 7,697/7,672/7,657 (MA50)/7,616/7,508. QQQ levels: R 753.57/757.56/760, PP 750.55, S 746.56/743.54/742.16 (BB mid)/733.81/716.22. My scenarios (subjective): SPX bull 40% (reclaim 7,782 → 7,850–7,900; needs 10Y contained + MOVE fading) / range 35% (7,650–7,780) / bear 25% (lose 7,657 → 7,508; triggers: 10Y >5.342%, MOVE >110.52). QQQ bull 45% (hold 747 → 757–760 → 770) / range 30% / bear 25% (lose 742 → 716). **MU — the AI memory check:** revenue **$54.229B** (+5.3% vs consensus), EPS **$33.42** (+5.0%), guide **$61.5B**; core datacenter **+56% QoQ / +1,042% YoY** at 85% margins; gross margin 87.0%; FY26 revenue $133.19B (3.6×); op cash flow $89.68B. The catch: beat margin **narrowed from \~+18% to +5%** — consensus caught up. The stock now needs guidance *raises*, not beats. 87% gross margin is extreme — sensitive to supply response. **MOVE 125 — my framework:** 76.22 → 110.52 (+45%) in under two weeks while SPX sat at highs = stock/bond vol divergence that must resolve. Watch sequence: 110.52 → 120.33 (BB upper) → **125**. 125 is a **warning line, not a buy trigger** — it means raise alert and prepare to scale in. Real aggression waits for VIX 40–60, keeping 40–50% cash. **My book:** the **META jade lizard (with stock)** expired at $728.08 for **+$14,951/contract (+26.0%)** — the long 600 call reopened the upside, capping the short-call loss at $35 while the stock ran $152.58. Lesson: below 555 the structure bleeds 2× — preset exits next time. New: CCL 12/18 $25C /1.79 · TSM 11/06 $460C 21.39 (10/15 earnings inside) · MSTR 10/23 $162.5C /7.25 (expires before est. 10/29 earnings — BTC/treasury bet, not earnings) · MDB 1/15/27 $370C /38.85 · SNDK 10/09 $1800P short /153.3 ($15,330 prem vs $180K notional — the tail risk) · $XX /23.5 (needs SPX >10,000 by Jan 2030, \~8.2% annualized — lottery sizing). Whale alerts matched on TSM ($23M), MSTR ($3.4M), MDB ($3.2M), SNDK ($12.2M). Five of six lean bullish, all AI/tech. **Next week (Oct 5–9):** Mon — ISM services (prev 55.4, exp 55.7; prices sub-index is the inflation tell). Wed — **FOMC minutes** 11:00 PT (year-end-hike debate; dots: 12 of 18 see 4.1%, 4 see 4.4%, 2 see 3.9%; hawkish minutes = 2Y + MOVE up together). Fri — Michigan sentiment prelim (prev 48.1; watch inflation expectations) + SNDK $1800P expiry. **Desk take:** the hike died, but the bond market didn't get the memo — yields closed the week higher anyway. Respect the divergence: QQQ's new high is real but narrow, MOVE's spike is the bill that hasn't come due. Buy slowly. Scale in. Let time be on your side. \[NOT FINANCIAL ADVICE, DYOR!\] from Humble Trader | Gemini Trading https://preview.redd.it/75n311yti5th1.png?width=847&format=png&auto=webp&s=ab46b704ae8f2ccac87077981febbbdfbd2eca3d https://preview.redd.it/sg0ibnkzi5th1.png?width=850&format=png&auto=webp&s=7903c7c1434dce3bb02e6bd9909ebb8f93ac4ca0 https://preview.redd.it/b07zluf4j5th1.png?width=1775&format=png&auto=webp&s=218e2a728e5ed80a41b534f7207b9250b1d31d94 https://preview.redd.it/7ypelgj9j5th1.png?width=1730&format=png&auto=webp&s=020cf19796858875db1cfac1073f8ffd8c3911ec https://preview.redd.it/n9pkn7kej5th1.png?width=848&format=png&auto=webp&s=aca538ea62a57550fb34e2869962f4fcbbbbeb25 https://preview.redd.it/so0ahs0jj5th1.png?width=843&format=png&auto=webp&s=32de7b7c36c3e024a187968b318500f095af6b3e https://preview.redd.it/ugv3reqnj5th1.png?width=844&format=png&auto=webp&s=da6331b3e172712496587d8215bf9d5ff278659b https://preview.redd.it/9erjb52qj5th1.png?width=849&format=png&auto=webp&s=8964e16712f220879a1771ddef423592e6b5dcb0 https://preview.redd.it/eroqmqrsj5th1.png?width=845&format=png&auto=webp&s=d888e2592386f0910f0ed83d8ca472de255453ba https://preview.redd.it/qbn690suj5th1.png?width=800&format=png&auto=webp&s=30c67171e1ea83b10933c40b1961acedf551e39a https://preview.redd.it/365w0qywj5th1.png?width=3840&format=png&auto=webp&s=0050654708dab8d0d7a12988984980a576df0863 https://preview.redd.it/2bprhkcyj5th1.png?width=1376&format=png&auto=webp&s=44490304dd0837742eaedea4010bc7b854c94f1b https://preview.redd.it/xevhbcf4k5th1.png?width=1133&format=png&auto=webp&s=da995be9a66a85438185f6efeaee4591c08ccf1a https://preview.redd.it/625nlu86k5th1.png?width=1376&format=png&auto=webp&s=35b38cab8f7d7dbb9f42aa7d66ad38493c809f2e https://preview.redd.it/2go00an7k5th1.png?width=680&format=png&auto=webp&s=bc0268d722022ffb1e04958bbcc7a0f2f4f99b62 https://preview.redd.it/flnzuxr8k5th1.png?width=680&format=png&auto=webp&s=8304397e5571049cfb8f4f274398132fc046f3ac https://preview.redd.it/2luixu8ak5th1.png?width=624&format=png&auto=webp&s=086ae85cb11c75045ebe1ebe0410b54cc3528733 https://preview.redd.it/qw01wltbk5th1.png?width=880&format=png&auto=webp&s=0fce8d4080dc241160aa3c0f88e918d57c8b26f2

Ramez didn't actually send a dime, he's probably more broke than PP.

And the winners are \*drumroll\* PP and PP's wife.

I get $5k/month. Ortho PP, PE owned

Brandt! Great guy! Told me he's a paying supporter of both PP and King Kais. Quite a sense of humor (Ladies love a funny man), and Lord knows he made enough bankrupting apes that he can afford to throw them a couple 20's here and there.

But with the PP loans it was good for the billionaires and therefore the world.

You will never actually be given appropriate compensation unless you are in PP

The alternative was PP and a corrupt conservative gov that ate so much propaganda/trumpaganda, it shot itself in the foot with the association. We are coping just fine. Days a lot about you wanting to see

I remember years ago, a story about a man who tried to gold plate his PP and died, but I think it was fake. Not sure what the obsession with having gold plated parts are.