I added to $AMD on this drop as the quarter was much better than the headline numbers suggest. Here is what you need to know about the quarter. Investors obsessed over a 12% sequential drop in Data Center revenue and a 14% YoY growth for the segment. This segment also includes

🚨#OrianaPower wins ₹313.5 crore 🔥 🔥 🔥 order for supply of 60,000 MT of Green Ammonia under SIGHT scheme!

Jisko josko sell karna hai H1 se pehele karlo😬

TradingView’s technical trends of Transrail Lightning Ltd. All BUY. 😁 (Never explored this part of TradingView before ).

Quality Power,Q1- Both YOY and QOQ fantastic topline growth. PAT has been hit by the higher expenses mostly due to the upcoming 9X expansion. - Dis: 2nd highest holding after Oriana

Sirca Paints : SME listed in 2018 and subsequently migrated to mainboard. Technical knowhow is primarily from Sirca Italy which also owns 4% as non promoter and participated in recent fund raise (disc : I participated in same pref round) What to watch for in coming years 1)

⚡Fantastic Q1 results from Viviana Power Tech Ltd. 👍🏻Rev 31.68cr vs 6.21cr (YOY) 👍🏻PAT 3.16cr vs 0.45cr (YOY) - Out of Rs31.68- 20.78cr from the EPC business, 10.89cr from the real estate business and only 1.22 lakhs from the transformer business. Rev from the transformers to

विश्वसंस्कृतदिनस्य शुभाशयाः 🙏🏻

Quality Power Electrical – Where Supply, Not Demand, Sets the Limit | From Q1FY26 Concall - Most manufacturing businesses dream of endless demand. - Quality Power is living it. - The real bottleneck? Their own factory gates. Here are the 7 big signals from management that

2016 Uri surgical strike. They didn't believe it. 2019 Balakot air strike. They didn't believe it. IAF Chief mentioned shooting down Pakistani fighter jets in Operation Sindoor 2025. They don't believe it. And, they are not from across the border, they are living among us.

🎯#MBEL (M & B Engineering) can grow its topline by 30% as per latest crisil report. ✍️PEB sector is going to do well due to increasing demand which can be witnessed by excellent results & huge capex by peers such as #Interarch, #Pennar. Sharing my notes on #MBEL here on

⚡Transrail Lightings- another order win, worth ₹701 crore. The total order book stands at ₹16,344 crores. - Dis: invested.

Stallion India : Considering the management guidance and capex plan, my expectations for PAT for Stallion India are : FY26 INR 50-55cr FY27 INR 85-100cr FY28 INR 130-150cr Subject to execution of capex program. Almost debt free company targeting sunrise sectors like

Intresting facts around Origin of economics: 1. Economics began as a branch of philosophy • The roots of economics go back to Ancient Greece, where philosophers like Plato and Aristotle explored ideas about value, exchange, and household management. • In fact, the word

Very informative 🧵on the newly listed Parth Electricals and Engineering Ltd. Must read 👇🏻

Although prima facie Tembo Global's financials don't give much confidence. All that baked-in in the valuation part already. Seems like a good opportunity from here onwards. Detailed information 👇🏻 (Dis: invested, biased)

Don't ignore Aegis Vopak Terminal just seeing its crazy PE. This is probably the only MOATed business having ~80% EBITDA margin. Massive debt reduction post IPO. Must read if you haven't. - (Dis: not invested yet. Closely tracking since its IPO).

Tembo Global has received an international order of Aviation Fuel Storage Tank EPC work, worth ~108crore INR from Sri Lanka. - (Dis: invested and added today as well).