The BTC MONK

Crypto & SEO. Not A Financial Advisor. "Parody".

[Bhavya Goel @thegoelbhavya]

🚀 Top 10 Data Centre Stocks in India to Watch 👇

1️⃣ Tata Communications
2️⃣ Techno Electric & Engineering
3️⃣ Black Box Ltd
4️⃣ Anant Raj Ltd
5️⃣ RailTel Corporation
6️⃣ Netweb Technologies
7️⃣ Tejas Networks
8️⃣ HFCL Ltd
9️⃣ Sterlite Technologies (STL)
🔟 Larsen & Toubro (L&T)

📈 India's data centre industry is expected to witness massive growth, driven by:
✅ AI & Cloud Computing
✅ Rising Internet Usage
✅ 5G Rollout
✅ Digital India Initiatives
✅ Increasing Demand for Data Storage

⚠️ Not all these companies are pure-play data centre businesses. Some are involved in data centre infrastructure, networking, cloud, or digital connectivity ecosystems.

#StockMarket #DataCentre #AI #CloudComputing #DigitalIndia #Investing #IndianStocks #Nifty #DataCenterStocks

[Bhavya Goel @thegoelbhavya]

🚀 Top 10 Holdings of Ace Investor Ashish Kacholia (March 2026 Portfolio) 📊

1️⃣ Shaily Engineering Plastics
2️⃣ Aeroflex Industries
3️⃣ Knowledge Marine & Engineering Works
4️⃣ Fineotex Chemical
5️⃣ Carysil
6️⃣ Agarwal Industrial Corporation
7️⃣ Beta Drugs
8️⃣ Safari Industries
9️⃣ Brand Concepts
🔟 Stove Kraft

💰 Ashish Kacholia's publicly disclosed portfolio is valued at over ₹3,200 crore and remains heavily tilted towards high-growth small-cap and niche manufacturing businesses.

👀 The 'Big Whale' continues to focus on themes like manufacturing, engineering, chemicals, consumer brands, and import substitution.

⚠️ Not investment advice. Track the conviction, understand the business, and always do your own research (DYOR).

#AshishKacholia #Portfolio #SmallCaps #StockMarket #Investing #Multibagger #NSE #BSE #IndianStocks

[abhay jain @abhayjainp]

Sharing 25 companies that can double their PAT in next 2-3 years

Most of them are showing up across multiple scans, worth tracking.

[Lalit Rathi - LKR @lalitinvestor]

I think India has completely misread the biggest economic shift of the last decade.

Unfortunately the Government of India has failed. Not marginally. Not partially. It has failed in a big way.

For years we have been told that India is the fastest-growing large economy in the world. That our demographics are unmatched. That our consumption story is intact. That global investors cannot ignore us.

Yet look at what has actually happened.

Over the last 4–5 years the world witnessed one of the biggest reallocations of capital in modern history.

Trillions of dollars moved.

The US attracted capital into AI. Taiwan became the semiconductor capital of the world. South Korea became a key beneficiary of the memory and AI boom. Vietnam emerged as a manufacturing destination. Singapore strengthened its position as Asia's capital hub. UAE became a magnet for global entrepreneurs and family offices.

And India?

India largely watched from the sidelines while continuing to sell the same consumption story.

The numbers tell the story.

Net FDI inflows into India have fallen sharply from their peak years.

Private equity activity has slowed materially.

Venture capital funding is a fraction of what it was during the 2021 cycle.

Foreign investors have been net sellers for prolonged periods.

And despite all this there seems to be very little introspection within the system..

Instead every explanation sounds familiar.

"It's a global issue."
"It's temporary."
"It's an AI bubble."
"It's because of interest rates."

At some point we need to stop explaining away reality.

Capital does not care about narratives.

Capital follows opportunity.

And we failed to create enough of it.

China built manufacturing ecosystems that are still decades ahead of us. America built the world's most powerful innovation engine. Taiwan built the semiconductor backbone of the digital economy.

India built compliance.

Ask any foreign investor.

They worry about:

* tax uncertainty
* regulatory complexity
* currency depreciation
* capital movement restrictions
* compliance burden
* endless approvals

These are not ideological issues. These are execution failures.

What makes this even more worrying is that India continues to depend heavily on a consumption-led growth model.

But where does that consumption come from?

A large part comes from:

* salaried professionals
* IT employees
* financial services
* real estate-linked employment
* urban middle class spending

Now look at what AI is doing.

Whether people like it or not this is no longer a passing theme.

It is already reshaping hiring.

It is already reshaping productivity.

It is already changing how businesses think about incremental headcount.

If India misses this wave as well then the consequences will not be limited to the IT sector.

The ripple effects could hit:

* housing demand
* automobiles
* travel
* entertainment
* premium consumption
* retail spending

The second-order impact may be larger than the first-order impact.

And yet where is the urgency?

Where is the national AI mission at scale?

Where are the world-class research incentives?

Where are the regulatory reforms to attract global capital?

Where is the accountability from bureaucrats who have repeatedly missed these shifts?

The most dangerous assumption being made today is that demographics will save India.

Demographics are not an advantage by default.

They are only an advantage if jobs are created faster than aspirations.

Otherwise demographics become pressure.

And pressure eventually becomes unrest.

The world is moving faster than at any point in modern history.

The uncomfortable truth is that India is not competing against its own past anymore.

India is competing against countries that are moving with far greater speed and urgency.

The next 3 years will decide whether India becomes a genuine economic superpower or remains a country endlessly talking about its potential.

Potential does not attract capital. Execution does.

[The Exploited TaxPayer @IndiaNewGen]

You must worry now. If you think welding, plumbing guys will pay you income tax then forget it.

The era of income tax is also over.

[Equity Insights Elite @EquityInsightss]

How Valuations have changed
https://t.co/GDmPqxYUDl

[The BTC MONK @TheBTCMonk]

@gurjota You are as dumb as social media influencers get 😂😂 to milk engagement

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[Sandeep Kulkarni @moneyworks4u_fa]

For whatever it is worth
TCS now trades at a valuation last seen in Jun 2009.
ITC now trades at a valuation last seen in Feb 2020 to Nov 2020.
HDFC Bank now trades at valuations we have never seen in 20 yrs.

This reminds me of the quote from William O'Neil:
"It is one of the great paradoxes of the stock market that what seems too high usually goes higher and what seems too low usually goes lower."

[starmex @starmexxx]

https://t.co/eZlKTpjETL

[Bennett @b_nnett]

Reverse-engineering the Whoop 5.0 to work without a subscription in 24 hours.

Starting now.

[Soumya Kukreja @FinanceSoumya]

CONCALL AND GUIDANCE 👇

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

🏛️Q4FY26 concalls & guidance

High-Growth Companies with Guidance

🛡️DEFENCE

Zen Technologies | 50%+ growth (Next 2 years)

Solar Industries | 42% revenue (FY27)

Krishna Defence | 30–40% (Next few years)

Data Patterns | Strong pipeline (Order book 1,868 Cr)

✈️ AEROSPACE

Rossell Techsys | 80–90% revenue (FY27)

Azad Engineering | 25–30% (Next few years)

PTC Industries | Long-term aerospace/defence alloy growth

🖥️ DATA CENTERS

MTAR Technologies | 80% ±5% (FY27)

KRN Heat Exchangers | 60% (FY27)

Aeroflex Industries | 35% (FY27)

TD Power Systems | 30% (FY27)

📱EMS

Netweb Technologies | 30–35% (FY27)

Avalon Technologies | 24–27% (FY27)

GNG Electronics | 25% revenue (FY27)

E2E Networks | Hyper growth (No specific)

Kaynes Technology | Strong multi-year (No specific)

🌱 RENEWABLES & CLEAN ENERGY

Premier Energies | 3–4x revenue (Over 3 years)

Sarda Energy | 20%+ growth (Next 3 years)

Waaree Renewable Tech | 30–40%

Waaree Energies | Targeting 20+ GW capacity

JSW Energy | 20 GW capacity target by 2030

Suzlon Energy | 4,000+ MW order book

Inox Wind | 1,500–2,000 MW (FY27–28 annually)

⚡ POWER TRANSFORMERS

Supreme Power | 50% (Next 2 years)

TARIL | 40%+ (Next 3 years)

Atlanta Electricals | 40% (Next 2 years)

Danish Power | 20–25% (Next 3 years)

Shilchar Tech | 20%+ (Next 2–3 years)

Siemens Energy India | Order book surging

Hitachi Energy India | Strong multi-year HVDC + grid modernisation (check on 26th May)

🏭 POWER CAPITAL GOODS

Yash High Voltage | 50–70% (FY27) and 40–42% CAGR (4–5 years)

Genus Power | 33%+ (FY27)

Skipper | 30% PAT (FY27)

Quality Power | 15–20% (FY27) + 50% (FY28)

Apar Ind | 15–20% CAGR (3–5 years)

🔌 CABLES

V-Marc India | 40%+ (FY27 + next 2–3 years)

HFCL | 20–25% (FY27)

Bhagya Nagar India | 20–25% CAGR

KEI Industries | 20%+ (FY27 + 3–5 years)

🚂 RAILWAYS

Airfloa Rail Technology | 50% growth (Next 2 years)

Frontier Springs | 30%+ growth (Next 2 years)

RITES Ltd | 15–20% (Steady compounder)

Ramkrishna Forgings | 80–85% capacity utilisation (FY27)

💰 FINANCE

Anand Rathi Wealth | 25%

Northern Arc | 22–25%

💍 GOLD & JEWELLERY

PN Gadgil Jewellers | 25%+

Sky Gold & Diamonds | 30–35%

💊 PHARMA & HEALTHCARE

Cupid | 70% PAT (FY27)

Senores Pharma | 50–60% PAT (FY27)

Kwality Pharma | 50% PAT (FY27)

🧪 CHEMICALS & SPECIALTY

Neogen Chemicals | 40%+ (Next 3–4 years)

Krishana Phoschem | 35–40% (FY27)

Stallion Fluorochemicals | 30–35% (FY27)

Acutaas Chemicals | 25% (FY27 + next 3 years)

Pondy Oxides | 20%+ growth (Next 4 years)

Balaji Amines | Near-term commissioning catalyst DME

🏗️ INFRA & CONSTRUCTION

Sirca Paints | 25–30% revenue (FY27)

Cemindia Projects | 25%

Epack Prefab Tech | 20%+

🚚 LOGISTICS

Zinka Logistics | 30%+

Shadowfax Technologies | 27–30%

♻️ RECYCLING & WASTE MANAGEMENT

Namo e-Waste | 40–50%

Baheti Recycling | 30–35%

Gravita Ltd | 35%

Tinna Rubber | 25%+

Antony Waste Handling | 20%+

Sunlite Recycling | 20%+

💧 WATER MANAGEMENT

Enviro Infra Engineers | 35–40%

Va Tech Wabag | 20%+

🔀 MISCELLANEOUS

Deep Industries | 30–35%

BLS International | 20–25%

Southwest Pinnacle Exploration | 20%+

#FY27 #guidance #vismaya

[Rohit @ai_rohitt]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Ankit | FinAlpha @AnkitFinAlpha]

Here is a comparison of #MidCap funds SIP across identical time horizons, all measured up to May 15, 2026 #FinAlpha1Pager

Repost if you like the work.

Quick Highlights:

🔹 Short-term: Highly polarized performance. While the Nifty Midcap 150 TRI holds at a resilient 7.91% for 1Y, individual fund returns vary wildly ranging from deep negatives (-12%) to unexpected highs of 20%+.

🔹 Mid-term: Strong alpha visible. With the benchmark delivering a solid 12% to 17% over the 3 to 5-year frames, elite active managers are consistently outperforming to clock 19% to 21%+ XIRR.

🔹 Long-term: Stellar wealth creation. Over 7Y and 10Y horizons, mid-caps showcase their massive compounding potential, with top-tier performers rewarding patient investors with an exceptional 20% to 24%+ XIRR.

Mid-cap investing demands patience through short-term performance divergence, but the multi-year compounding story remains incredibly strong.

How is your Mid Cap SIP performing against the benchmark ?

Comment down below.

#MutualFunds #StockMarket #FinAlpha

[Telugu Scribe @TeluguScribe]

మా అమ్మాయి ఫినాయిల్ తాగి ఆత్మహత్యాయత్నం చేసుకుంది అంటే ఫినాయిల్ టేస్ట్ బావుందా అన్నాడు

బండి సంజయ్ కొడుకు POCSO కేసులో బయటికి వస్తున్న దారుణమైన విషయాలు

మా అమ్మాయి మైనర్ బాలిక మీద లైంగిక దాడి జరిగి ఫినాయిల్ తాగి ఆత్మహత్యాయత్నం చేసుకుంది అని తల్లితండ్రులు చెప్తే, ఆ బాలికతో ఫినాయిల్ టేస్ట్ బావుందా అని కేంద్ర మంత్రి బండి సంజయ్ అన్నాడు

మైనర్ బాలికతో సన్నిహితంగా ఉన్న ఫోటోలు బండి భగీరథ తన స్నేహితులకు సర్క్యులేట్ చేశాడు

- POW సంధ్య

[Ankit | FinAlpha @AnkitFinAlpha]

#PPFAS Flexicap Portfolio Update (April 2026) 📊

Parag Parikh Flexi Cap fund has tweaked its allocation this month, notably increasing its exposure to Equity and REITs some of which is due to market recovery as well.

True to its "value" philosophy, there were zero fresh buys, showing high conviction in the existing stable.

🟢 0 Fresh Buys
(No new entries this month—the fund is sticking to its core circle of competence.)

🔴 1 Full Exit
📉 (Balkrishna Industries Ltd) — The only stock to be completely shown the door this month.

📈 19 Increase in Holdings
(Aggressive accumulation in the banking and IT heavyweights: Hdfc Bank Ltd, Icici Bank Ltd, Kotak Mahindra Bank Ltd, TCS, Infosys, and Hcl Technologies. They also topped up on Itc Ltd and Zydus Lifesciences.)

📉 2 Decrease in Holdings
(Minor trimming in: Coal India Limited and Power Grid Corporation Of India Ltd)

⏸️ 18 Companies - No Change
(Holding steady on the international tech titans: Meta Platforms, Microsoft Corp, Amazon, and Alphabet Inc, along with domestic names like Maruti Suzuki and Axis Bank.)

Detailed breakdown and FinAlpha 1-Pager attached. 📄

#PPFAS #Flexicap #MutualFunds #ValueInvesting #StockMarket #FinAlpha #FinAlpha1Pager

[Sridhar Sivaram @srisiv1]

Why FII’s r selling : Some data :

PAT expected for the current year :
Samsung : $250 bn
SK Hynix: $150 bn
TSMC : $ 100 bn

India Inc. : $200 bn

[Evan Luthra @EvanLuthra]

🚨GOOGLE JUST SILENTLY DOWNLOADED A 4GB AI MODEL TO YOUR COMPUTER WITHOUT ASKING.. WITHOUT TELLING YOU.. AND WITHOUT ANY WAY TO STOP IT..

If you use Chrome.. There's a good chance a 4 gigabyte file is sitting on your hard drive right now that you never agreed to download..

It's called Gemini Nano.. Google's on-device AI model.. A security researcher just proved it installs itself with zero clicks.. Zero prompts.. Zero notifications..

Alexander Hanff set up a completely fresh Chrome profile.. Didn't click anything.. Didn't scroll.. Didn't type a single keystroke.. Just opened the browser and watched..

14 minutes and 28 seconds later.. Chrome had silently scanned his hardware.. Read his GPU, RAM, and storage.. Then wrote a 4GB file to his hard drive.. No permission dialog.. Nothing..

Chrome's own logs show the download begins BEFORE the settings page where you could opt out is even loaded.. The file starts installing before the refusal button exists..

As of Chrome 148.. Any website you visit can trigger this download.. One line of JavaScript.. You click a link to read a blog post.. That click counts as "user activation".. And Chrome silently pulls 4GB in the background..

No install prompt.. No consent dialog.. Google's own docs admit this..

Your laptop overheats.. Storage disappears.. Battery drains.. And you have no idea why..

The model doesn't even work well.. Cloud requests take 1.3 seconds.. The local model at worst case takes over 9 minutes for a single response..

Google is using your storage, electricity, and bandwidth to run an AI that's 40 times slower than their own servers..

And the "AI Mode" button in Chrome's address bar.. Doesn't even use the local model.. It sends everything to Google's cloud anyway..

You pay the storage penalty.. The heat penalty.. The bandwidth penalty.. And the visible AI feature ignores the local file entirely..

Because Chrome fails to clean up old versions.. Users are finding 12GB or more of duplicate AI files stacked on their drives..

Palo Alto Networks found a vulnerability where a browser extension could hijack the local AI model's permissions.. Accessing your webcam.. Microphone.. Local files.. Through an AI you never installed..

Here's how to check if it's on your machine..

Windows.. C:\Users\[YourName]\AppData\Local\Google\Chrome\User Data\Default\OptGuideOnDeviceModel\

Mac.. ~/Library/Application Support/Google/Chrome/Default/OptGuideOnDeviceModel/

If there's a file called weights.bin.. Google downloaded their AI to your computer without asking..

To stop it.. Type chrome://flags.. Search "optimization-guide-on-device-model" and disable it.. Search "prompt-api-for-gemini-nano" and disable that too.. Restart Chrome.. Then manually delete the folder..

If you don't disable the flags first.. Chrome redownloads the 4GB file on next launch..

Firefox requires explicit opt-in for AI.. Apple Intelligence requires explicit consent.. Chrome just takes your hard drive..

Google didn't ask to use your storage.. Your electricity.. Your bandwidth..

They just took it.

[ChorryMaa🥲 @ursAkkiii]

@urshemanthrko2 🤣🤣😭 what a rhyming ra chitti