Stock isnβt valued at doing 100% rev and pat growth in fy27. They are obviously sandbagging guide given that they missed 26 numbers due to actis deal deferred to h127. This is not a large or mid cap mgmt. it is hard to find such honest mgmt in sme. I feel investors are frustrated with price action otherwise results and guide is pretty decent how they are trading. It is trading in single digits pe for foreword earnings
The source of capital to fund the AI trade is no longer free cash flow generated by the megacaps.
Increasingly it is becoming dilution. This is a dangerous precedent.
There are tons of "gurus" everywhere on SM but only strategy that is going to work for common man is @SixSigmaCapital 's trim around core. you win in it either way. you keep your core shares incase it turns out multi-bagger and if it does not, you have lot of profit cushion to decide as you trimmed already.
I was doing some calculations using gemini, it seems by mid august, US cant pump from storage as it reached to penultimate level. Market believe that scenario wont happen as per administration willingness to be done with deal. If Iran can withstand this by 6 more weeks, the real game in oil begins