MC Investor (@sathyeshbhat) 's Twitter Profile
MC Investor

@sathyeshbhat

Stocks- India-Mid caps, Small caps, SMEs. US- Nasdaq.
Look for stocks with big TAM and Honest Promoters.
| Ex IT Director | FIRE |Active in X from late 2023 |

ID: 900337627899068416

calendar_today23-08-2017 12:43:12

3,3K Tweet

2,2K Followers

137 Following

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Tar ⚑ Its natural progression. As always there will be bumps and reality checks. Then regulations will improve, Import restrictions will happen. - Course corrections will happen over the next 1-2 years. Reality is - Demand is real, like it was for Solar. #Longterm

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#OrianaPower #TrueRE Projections πŸ”₯ As anticipated below πŸ‘‡, the long term projections are getting revised for Oriana Power. (Source: AGM) Below is the summary βœ… FY26 Rev and EBITDA to be 2x of FY25.πŸ”₯ βœ…Base Margins to sustain or improve βœ… FY27 to be 2x of FY26 πŸ”₯πŸ”₯ βœ…

#OrianaPower #TrueRE 
Projections πŸ”₯

As anticipated below πŸ‘‡, the long term projections are getting revised for Oriana Power. (Source: AGM)

Below is the summary
βœ… FY26 Rev and EBITDA to be 2x of FY25.πŸ”₯
βœ…Base Margins to sustain or improve
βœ… FY27 to be 2x of FY26 πŸ”₯πŸ”₯
βœ…
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#netweb Arattai traffic has increased by 100X in 3 days. Zoho will grow fast! Do you know, Netweb is a MAJOR infrastcutrue provider for Zoho.πŸ”₯ Think long term on the infrastructure needs for India! #Netwbetechnologies

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#OrianaPower Key announcement from Oriana Power : Company has signed a non-binding MOU with ACTIS GP LLP (ACTIS) for developing a series of Solar/RE Projects in India (the Projects) of 1 GWp within next two years. πŸ”₯ Although this is just an MoU, the approach is exciting. This

#OrianaPower 
Key announcement from Oriana Power : 
Company has signed a non-binding MOU with ACTIS GP LLP (ACTIS) for developing a series of Solar/RE Projects in India (the Projects) of 1 GWp within next two years. πŸ”₯

Although this is just an MoU, the approach is exciting. This
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KAVACH 4.0 Version Approval Status (RDSO) Research by @rajstockwatch 01.Oct 2025 Which companies have got approval, so far? 2 or 3 companies? Only TWO!πŸ™ƒ KERNEX STATUS? QUADARANT FUTURETEK STATUS? (NOTE: Will be happy to add clarifications/ corrections if valid

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$EOSE $Eose continues its run! πŸ”₯ Why? Slowly but irreversibly non flammable and longer duration Zinc Bromide based battery solution will become mainstream in the next few years. They demonstrate obvious advantages over lithium batteries. EOS Energy spreading its wings into

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$nbis Nebius Premarket now at 122. Up 6%πŸ”₯; New ATH πŸš€ Known news is - Company just acquired ~79 acres of land in Birmingham, Alabama for $90M. Anything else driving it up? Be in it to win! - It is 'AI' all the way ⏩⏩

$nbis
Nebius Premarket now at 122. Up 6%πŸ”₯;  

New ATH πŸš€

Known news is - Company just acquired ~79 acres of land in Birmingham, Alabama for $90M. 
Anything else driving it up?

Be in it to win! - It is 'AI' all the way ⏩⏩
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$TSLA Tesla Approaching ATH. More than 100% since April low πŸš€ Robotaxis, Automonous, AI, Optimus - Next 1-3 years can be definining.

$TSLA 
Tesla Approaching ATH. 
More than 100% since April low πŸš€
Robotaxis, Automonous, AI, Optimus - Next 1-3 years can be definining.
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$NBIS Exciting.. CRO of $NBIS Marc Boroditsky calls Nebius the AWS of AI & explains how the company gets to the front of the line for $NVDA's top tier chips.

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Capex Spending by the major AI hyperscalers will top $1.2Trillion over the next 3 years.πŸ”₯ Biggies will grow by lesser % due to scale, but smaller AI related or converted AI companies such as $CRWV, $NBIS, $IREN, $CIFR set to grow much faster. Enjoy while it lasts! For India

Capex Spending by the major AI hyperscalers will top $1.2Trillion over the next 3 years.πŸ”₯ 

Biggies will grow by lesser % due to scale, but smaller AI related or converted AI companies such as $CRWV, $NBIS, $IREN, $CIFR set to grow much faster.  Enjoy while it lasts!

For India