Why Aeroflex Is Betting Big On Data Center Cooling Solutions | MD Asad Daud Explain
@Sharad9Dubey brings the full story.
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Sir
MANINDS: Man Industries bags new orders
Received new orders worth ₹1,000 crore, including ₹700 crore internationally,
- New orders: ₹1,000 crore (₹300 crore domestic, ₹700 crore international)
@SureshKBN
Since u were asking once who are getng export orders please guide
@SureshKBN Got it sir
What I could see is there is no indian company in Fuel cell mfg and mtar is only way to play that. But yes I feel market did not give as of now importance to meta deal and that's why it's oppertunity to add at this price. As I see the deal is solid 900mw is huge
@SureshKBN Suresh sir just to understand can we consider Cleanmax as serious and only play in continuous power supply for DC and is it similar to bloom energy.
Please guide
@SureshKBN Sir Qpower sangli unit makes them ready for all AI dc electric related projects suppliers are you looking at Qpower as AI dc play and future hyperscaler order ready company
@SureshKBN Sir generally if brilliant studants decided to go to one or 2 coaching classes in a city those classes has to shine as all performers will be in those classes across india.
Kota became that destination for all aspiring talent. i feel …my theory
@SureshKBN Sir its 10 to 12 % only but i was going through management concall Management said they are expanding this to 8 million fiber km, effectively doubling capacity. So hence took entry dont know if i am studying in right way (holding hfcl and stltech coz you shown the door 🙏 thanks)
@SureshKBN Sir with all due respect was wondering why Finolex cables beaten down despite good possibility of AI DC play
I am not able to understand i am very new investor sir and follow ur all tweets for my learning
I also tried to identify new ideas to make myself independent
@SureshKBN sir I am from Hyderabad and my friend MR MT naidu (AP) chairman and MD Rivarp medical wanted to start a llp to invest in equity market investment. If you know anyone who can help us in Hyderabad to form llp for equity investment will be great help sir
@SureshKBN sir ho are you seeing paceditek ofc deployment player and AI/DC proxy theme candidate.Results were very good with future guidance on Telecom and bess
@shiladitya4u AI boom → higher rack density → liquid cooling adoption → demand for precision coolant flow systems → Aeroflex benefits. As per me i may be wrong too pls opine