Views about any Stock or Company are personal opinions and are for only your diligence. Its not a recommendation, I may be invested in the stocks I discuss in here. #YourMoneyYourDiligence#HappyInvesting
Strong tailwind for #E2E#LT
L&T #Vyoma’s 40 MW AI-ready data centre (scaling to 100 MW+) expands #IndiaAI infra. This potentially support ~1B+ GPUhours annually. With L&T as strategic partner, E2E can be key Indian AI/GPU cloud enabler 🇮🇳#YourMoneyYourDiligence#MultiBagger
Strong tailwind for #E2E#LT
L&T #Vyoma’s 40 MW AI-ready data centre (scaling to 100 MW+) expands #IndiaAI infra. This potentially support ~1B+ GPUhours annually. With L&T as strategic partner, E2E can be key Indian AI/GPU cloud enabler 🇮🇳#YourMoneyYourDiligence#MultiBagger
5/5 |
This is not a “news trade.”
It’s a long-cycle defence-aerospace theme, where winners will be companies with deep manufacturing capability + patience for long gestation.
#Defense#Aerospace#DRDO#GTRE#AtmanirbharBharat#IndianStocks
https://t.co/WRN91JPEa0
🧵India’s Big Push for Indigenous High-Thrust Aero Engines 🇮🇳✈️
1/5: DRDO–GTRE invited industry to partner on Indigenous Advanced High-Thrust Aero Engine program.
To build end to end domestic capability - design, manufacturing, testing & lifecycle support #YourMoneyYourDiligence
@rajansmart So Effectively, the fair value is 79. At current price its expensive, but since india increasing expenditure on Navy, ships, submarine etc, and Marine Electricals may ride on wave of Defense expenditure.