If you became an NRI, your old Indian savings account is no longer FEMA-compliant.
Notify the bank to redesignate it. FEMA penalties can follow.
NRE, NRO, FCNR(B): three NRI account types, each with different tax rules.
Here's everything you need to know. 🧵👇
Morgan Stanley’s projected SpaceX revenue:
2040: $3.4 trillion estimated
2030: $330 billion estimated
2028: $160 billion estimated
2025: $18.7 billion actual
Elon Musk has said SpaceX could reach $1 trillion in revenue by 2030.
SpaceX’s 2026 revenue is likely to be around $23–25 billion. Today, $SPCX has a market cap of $2.27 trillion, with the stock trading at $173 per share.
If SpaceX really reaches $1 trillion in revenue by 2030, then under the current valuation framework, its theoretical market cap could exceed $90 trillion, implying a potential share price range of roughly $6,900–$7,500.
Even if the valuation multiple compresses significantly, using a 20x–30x sales multiple, SpaceX could still be worth $20–30 trillion by 2030, implying a share price of around $1,500–$2,300.
In other words, if you invest $10,000 in $SPCX today, you could potentially see it grow to around $150,000 by 2030.
Do not miss the opportunity to build life-changing wealth.
9 Mutual Funds. Double-Digit Returns. Across Multiple Time Frames.
Most investors chase last year's winners.
These funds have delivered across 1Y, 3Y, 5Y, SIP returns, and risk-adjusted metrics.
A closer look 👇
I was trying to screen for companies below ₹10,000 Cr Market Cap in which BOTH FII and DII holdings increased over the last quarter, along with decent fundamentals.
Found some interesting names across sectors like pharma, defence, cables, heavy electricals, packaging, shipping, auto ancillaries, etc.
Sharing the list below for anyone tracking emerging mid/small-cap ideas
(Please do your own research before investing)
Also, if anyone wants the Screener query I used for this scan, DM me, and I’ll share it.
The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention
Reports suggest the Trump administration is advancing financing talks with multiple drone companies as part of a major push to expand domestic drone manufacturing and reduce reliance on foreign supply chains.
The discussions may include both debt financing and direct equity investment — meaning the U.S. government could potentially take stakes in selected drone companies.
Names reportedly involved:
→ $UMAC
→ Performance Drone Works
→ Neros Technologies
The market reacted immediately:
📈 $UMAC +30% premarket
📈 $RCAT +15%
📈 $ONDS +8%
This move could mark the beginning of a much larger U.S. defense drone buildout cycle.
Key drone stocks now on watch:
Defense & Tactical Drone Leaders
→ $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition
→ $KTOS — Multi-domain autonomous systems across air, land, and sea
→ $NOC — Global Hawk and advanced unmanned combat aircraft exposure
→ $RCAT — Black Widow tactical drones + maritime autonomous systems
AI, Software & Components
→ $UMAC — “Drone-to-Cloud” infrastructure, simulation, GPU rendering
→ $PDYN — AI autonomy software for drone targeting/tracking
→ $SES — Lithium-metal batteries for drones and urban air mobility
Commercial, Security & Counter-Drone
→ $ONDS — Autonomous drone platforms + counter-drone systems
→ $DPRO — ISR, reconnaissance, industrial inspection drones
→ $PRZO — Drone safety + interception systems
→ $UAVS — Tactical mapping drones with Blue UAS certification
The bigger picture:
Modern warfare is shifting toward autonomous, lower-cost, AI-enabled systems. Drones are becoming as strategically important as cybersecurity, satellites, and AI infrastructure.
This may not be a short-term headline trade alone — it could become a multi-year defense and autonomy investment theme.
Watch the capital flows carefully.
I’ll only say it once.
This might be the fastest way to hit $1 million by the end of 2026:
$INTC (Intel) → $112 Must buy
$ONDS (Ondas) → $9 Must buy
$IREN (IREN Ltd) → $59 Must buy
$ASTC (Astrotech) → $13 Must buy
$RKLB (Rocket Lab) → $140 Must buy
$MU (Micron Technologys) → $860 Must buy
I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.
NFA
Most people are chasing the obvious AI / Data Centre names now, but I am more interested in the hidden engineering side powering this entire buildup.
The obvious large names like Siemens, ABB, Hitachi Energy, Netweb, CG Power, Schneider, Cummins, KEI, Polycab etc are strong businesses. No doubt about that, but I am personally more interested in the lesser discussed infrastructure chain connected to the Data Center ecosystem. My logic is that the hyperscale AI infrastructure needs much much more than juat GPUs. The amount of physical infra these facilities need is massive:
electricity intake, transformers, cooling systems, fibre density, backup systems, liquid circulation, electrical distribution and uninterrupted uptime engineering.
What makes this cycle very different is that AI workloads are far more power and cooling intensive than traditional cloud infrastructure. Most discussions around AI in India still remain limited to GPUs + servers, while very few people are discussing what rising AI power density could mean for cooling, transformers, electrical systems & uptime infrastructure.
Some interesting niche areas I am tracking:
1. Thermal mgm & cooling
Large: Blue Star, Amber
Niche: KRN Heat Exchanger, Aeroflex, Patels Airtemp
2. Speciality transformers & power density
Large: Hitachi Energy, CG Power
Niche: Shilchar Tech, TRIL, Bharat Bijlee
3. Grid stability & power quality
Large: ABB, Siemens
Niche: Quality Power, RMC Switchgears
4. Fibre density & backend data movement
Large: HFCL, Tejas Networks
Niche: Sterlite Tech, Aksh Optifibre, Birla Cable
5. Intelligent electrical distribution & UPS
Large: Schneider, Legrand
Niche: Marine Electricals, HBL Engg, Salzer Electronics
6. Liquid cooling & industrial fluid systems
Large: KSB, Kirloskar Bros
Niche: WPIL, Roto Pumps
7. Backup power & uptime reliability
Large: Cummins, Kirloskar Oil
Niche: Powerica, TD Power, Greaves Cotton
8. AI server deployment & electronics
Large: Netweb, Kaynes
Niche: Syrma SGS, Rashi Peripherals, Avalon Technologies
9. Enterprise networking & infra integration
Large: L&T, Tech Mahindra
Niche: Black Box, Techno Electric
India’s data centre capacity is expanding from roughly 950 MW toward nearly 1,800 MW by the end of 2026 or early 2027 & such infrastructure booms rarely create only one set of winners.
Railways created cable & transformer winners. Renewables created inverter and transmission winners. Similarly, AI infra may create hidden beneficiaries across cooling, transformers, power quality, fibre, liquid systems & uptime engg.
The obvious names may still do well, but some interesting opportunities may emerge far away from smaller engineering businesses solving some of the hardest infrastructure problems behind AI + data centres.
Which lesser names from the engineering layer of the AI infrastructure cycle interests you the most?
Part 2 of our Policy Ki Pol Khol series is LIVE! 🔍🚨 We compared 5 major Insurance Company - 2026 health plans to expose the raw facts. No fluff- just reality. 📊👇
🔑 Key Policy Realities:
•🛏️ Room Rent: Niva Bupa, HDFC Ergo, & Aditya Birla = No Limit. Tata AIG = Single Room. Manipal Cigna = Rider needed.
•⏳ PED Waiting: Manipal Cigna clears pre-existing diseases in 2 years vs 3 years from the others.
•🏥 Network: Aditya Birla leads (15,045+), followed by Manipal Cigna (14,974) and HDFC Ergo (14,476).
•✈️ Perks: Tata AIG has inbuilt global & maternity cover. HDFC Ergo & Manipal Cigna require riders for maternity.
Full comparison sheet attached below! 📑👇
Want to know which plan fits your budget?
DM us directly with your family's age details for a customized quote! 💬✨
#India #HealthInsurance #PolicyKiPolKhol #SmartNetwork
I'll only say it once. This might be the fastest way to accumulate $1 million by the end of 2026:
$CRCL (Circle) → $98 Strong Buy
$NVDA (Nvidia) → $212 Must buy
$NBIS (NEBIUS) → $208 Must buy
$LITE (Lumentum) → 898 Strong Buy
$NOW (ServiceNow) → $102 Must buy
$MU (Micron Technologys) → $928 Strong Buy
$AMD (Advanced Micro Devices) → $490 Strong Buy
I often get asked why I don't turn this into paid content, but for me, sharing stock information is just a hobby.
I'm not financially struggling, so I choose to share it for free.