Tejaswi | AI Indusstriel Shift 🇮🇳

Tracking India’s next industrial manufacturing
Power | Data Center | Aero & Defence | Semiconductors

Finding bottlenecks before markets price them

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

Everyone is looking for the next multibagger

I study the industries that create them

India’s next wealth won’t come from one company

It will come from industries driving the country’s next phase of growth

• Power & Grid Expansion
• Manufacturing & Capex
• AI Infrastructure

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

If you had to pick ONE precision engineering company for next 3-5 yr: Which one? 👇

MTAR
PTC
Azad
Unimech

Aequs
Sansera
Dynamatic
Rossell Techsys
Taneja Aerospace
Gala Precision
Indo-MIM
Ratnaveer Precision

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

Emotions during a correction:

Up 2% - I’m a genius

Down 2% - Long term investor

Down 5% - Great buying opportunity

Down 10% - I should’ve stayed in mutual funds

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

AI infra stocks are showing up today

Study the pattern 👀

Aeroflex
Sterlite Tech
HFCL
Indo Tech
Netweb
E2E
APAR
TD Power
Black Box
KSH

Different businesses
Same theme

AI needs more than chips

It needs power, networks, servers and infrastructure

That’s the real buildout

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

GDP: 7.8% 🚀
NIFTY: -13% 📉

Government says India is growing
Portfolio says: Which India? 😂

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

When the tide rises, almost everything looks like a winner

When it turns, fundamentals, execution and valuation reveal who was actually building value 😎

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

I know people who are still stuck in railway and solar stocks

Not because companies are bad

They simply missed the cycle

Markets run in cycles

No theme runs forever
No stock runs forever

The story can remain good while stock stops being a good buy

That’s why timely profit

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

PC Jeweller is finally debt free

All 14 consortium banks cleared

Repayments even finished ahead of schedule

On the surface, great news

But I keep coming back to one question

How did they get here?

From debt stress to settlement to zero bank debt

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

The first ₹10 lakh can feel like nothing

That’s the trap

₹1 lakh at 25% makes ₹25,000

₹40 lakh at the same 25% makes ₹10 lakh

Same return

Different life impact

This is why wealth feels painfully slow at first

You’re not waiting for better returns

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

You can’t control the stock price

You can control how much damage it does to your portfolio

That’s risk management

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

GIFT Nifty: 23,091 (-0.03%) flat

Dow futures: +0.01%
Nikkei: +0.68%
KOSPI: +1.42%
CSI 300: -1.71%
Gold: +0.33%
Brent: $98.80 (-1.42%)

Mixed signals overnight

Asia is mostly positive, China is weak, crude has cooled off

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

@initiaraandini Kenapa semua "jagoan" pas keciduk berubah jadi ayam sayur? Ini rumusnya valid dah

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

@AULION Kirain kyojin...

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

@SeputarTetangga Tetangga gw juga kocak.. Dah tau sering pulang tengah malem, tpi ga pernah bawa kunci rumah. Tiap pulang dia klakson2 mobil, minta bini nya bukain gerbang.. Ga bakal berenti sampe dibukain.. Mak gw jadi sering kebangun tengah malem gara2 dia doang.. Gada etika blasss

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

@yunartowijaya Keturunan tuu yg sering kelebihan bayar kemaren2

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

Ga ngikutin bola sih, tapi nyesek bgt

[Santorini♌ @SantorinisSun]

Nyesek ga coba bacanya?!

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

@ZeboLady Presiden yaman kah?

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

@cemarariadne Capernya kan buat cuan dia juga cem.. Everything for cuan laa wkwkwk

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

@cemarariadne Fyi ni orang dibilang nyebar hoax ama org2 di tiktok yg udh pernah ke nippon.. Emg caper aja katanya gara2 viewer turun..

[Tejaswi | AI Indusstriel Shift 🇮🇳 @PrimaASLae]

HADEH emyu ngelawak mulu anjeeeerrrr 😂😂😭