@market_timer@Prophetdeprofit@Value2WealthIND@manoj_aggi@Arunstockguru Thanks for the detail! Based on your note, I'm planning a staged entry — first tranche around ₹3,600 (your watch level), and a second tranche near ₹3,200–3,400 if it corrects further (close to the EMA/LTI support zone). Will keep position size small given the illiquidity.
@market_timer@Prophetdeprofit@Value2WealthIND@manoj_aggi@Arunstockguru@market_timer recent pullback from 8,000 to 3,500, what's ur view on the right accumulation zone from a fundamentals/valuation standpoint? r u watching specific levels tied to earnings growth or business milestones, or waiting for the next concrete trigger (order book, capex)
@tomrid01 Domestic MFs bought at ₹619. This isn't price discovery — this is pure conviction. Motilal’s research team only buys at such a high price when they see massive upside ahead.
@YourShami Promoter buying looks great on screen, but funding it through increased pledges for margin trading is high leverage. Bullish signal or a safety net for lenders?
@YourShami Hollow Core Fibre launch gives STL a technology moat in AI data centre connectivity that didn't exist in the telecom era. HCF transmits data at near speed of light with lower latency — exactly what AI inference workloads need.
The telecom boom was volume-driven.
@YourShami Why This Could Be Bigger Than Telecom
One hyperscaler = $1.11B contract.
There are 5-6 major hyperscalers globally all building simultaneously. If STL wins even 2-3 similar relationships — revenue visibility through FY30 is extraordinary.
Radhe Radhe 🙏
A mining and steel company catering to Defence, Aerospace, Nuclear and Thermal sector.
All these sectors having huge tailwinds and when most of the companies in these sectors in listed space looks little expensive it is time to get into a subsidiary.
There are many ways to invest. i believe investments in ancilliaries gives the maximum benefits.
Radhe Radhe 🙏
We could only accomodate 20 people in our upcoming 3rd may Equitybyaadi investor meetup at Gurgaon.
There were many more people who wanted to attend but unfortunately couldn’t attend them this time since I want it to be more interactive rather than a seminar kind of event.
Our next meetup will be held in July, 2026. Date will be announced 15 days prior but it will on a sunday. Interested can DM to get their seats confirmed.