Tojo Anithottam

[Akash Chaudhary @Akash17971]

India’s AI, Data Centre & Digital Infrastructure Ecosystem - Companies to Study, Track & Research 🔥🔥🔥

1. Data Centres, Connectivity & Digital Infrastructure
▪ Anant Raj
▪ Netweb Technologies
▪ E2E Networks
▪ RailTel Corporation
▪ Tata Communications
▪ Bharti Airtel
▪ Black Box
▪ HFCL
▪ Techno Electric
▪ Sterlite Technologies
▪ Orient Technologies
▪ Amagi Media Labs
▪ Inventurus Knowledge
▪ Aurionpro Solutions
▪ Allied Digital Services

2. Power, Electrical & Grid Infrastructure
▪ Hitachi Energy India
▪ GE Vernova T&D India
▪ Cummins India
▪ TD Power Systems
▪ Siemens
▪ CG Power & Industrial Solutions
▪ Kirloskar Oil Engines
▪ Quality Power
▪ Atlanta Electricals
▪ TARIL Power
▪ Powerica
▪ Bharat Heavy Electricals (BHEL)
▪ Schneider Electric Infrastructure
▪ Thermax

3. Cables, Wires & Electrical Components
▪ Polycab India
▪ KEI Industries
▪ Finolex Cables
▪ Apar Industries
▪ RR Kabel
▪ Ram Ratna Wires
▪ Systematic Industries
▪ JD Cables
▪ Susan Electricals

4. Cooling, HVAC & Thermal Management
▪ Blue Star
▪ Voltas
▪ KRN Heat Exchanger
▪ Amber Enterprises India
▪ Inox India
▪ Shree Refrigerations

5. EMS, Electronics, Semiconductors & Hardware
▪ Syrma SGS Technology
▪ Dixon Technologies
▪ Kaynes Technology India
▪ Avalon Technologies
▪ MosChip Technologies
▪ Aimtron Electronics
▪ SPEL Semiconductor
▪ Sahasra Electronics Solutions
▪ RIR Power Electronics
▪ Merritronix
▪ PG Electroplast

6. EPC, Engineering & Infrastructure Execution
▪ Bondada Engineering
▪ Larsen & Toubro (L&T)
▪ KEC International
▪ NCC
▪ Standard Engineering Technology

7. IT Services, Cloud, AI & Digital Platforms
▪ Persistent Systems
▪ Coforge
▪ HCL Technologies
▪ Tech Mahindra
▪ Cyient
▪ Tata Elxsi

The data-centre and AI opportunity is not limited to companies operating data centres directly.

The entire ecosystem can benefit - from power generation and transmission to cables, electrical equipment, cooling systems, servers, electronics manufacturing, connectivity, EPC execution, cloud infrastructure and IT services.

Study business model, earnings growth, order book, capacity expansion, capex, margins, balance sheet, valuations, management commentary, concall, price action and industry positioning.

The objective is to identify companies where business growth and market price action are both showing sustained strength, rather than simply buying a stock because it is associated with the AI or data-centre theme.

Disclaimer: This is for educational and research purposes only and should not be considered investment advice or a recommendation to buy or sell any security.

[Tojo Anithottam @annietojo]

@Shijumonantony @SEBI_updates @SEBI_India @NSEIndia @BSEIndia Acha dhin ayega bebi uncle

[CA Devang Maheshwari @equialpha]

Things like OFS are not in your control #hindcopper

Some other inherent risks if you are in stocks

> Promoter dying overnight
> Country PM dying overnight
> Fire or terrorist attack on factory
> Regulatory lockdown overnight
> Earthquake
> Promoter jail in some old case or fresh allegations

Etc

Stocks are only suitable if one can take these inherent risk and manage them.

[Tojo Anithottam @annietojo]

@YuvrajShah02 Awesome

[Tojo Anithottam @annietojo]

@VVVStockAnalyst Hfcl, Mtar tech, Sterlite,netweb

Azad, digvitorq

[Tojo Anithottam @annietojo]

@YuvrajShah02 Guide

[Samir Pradhan @SamirPradhann]

🔥15 SmallCap Stocks With Blockbuster Q1 FY27 Result.

▫️Up to 800% Profit Growth 🤯
▫️Market Cap < 500 Cr
▫️Good Fundamental Stocks.

Bookmark It 🔖 Retweet ♻️

A Details [Thread]🧵

1. Cupid

[Tojo Anithottam @annietojo]

@SamirPradhann Should see upper circuit today

[Tojo Anithottam @annietojo]

@Shijumonantony Sir your explanation is funny and hilarious... Sebi should understand their mistake

[Shijumon Antony @Shijumonantony]

@SEBI_updates @SEBI_India @NSEIndia @BSEIndia

Stop facilitating manipulation. This is a scam. #CAS_Scam

Traders: Please repost if you agree

[Tojo Anithottam @annietojo]

@YuvrajShah02 Guide

[Tojo Anithottam @annietojo]

@SamirPradhann Results also bad

[Tojo Anithottam @annietojo]

@YuvrajShah02 Damn bro, amazing transparency only a legend can do this

[Tojo Anithottam @annietojo]

@Shijumonantony Some fundamentaly strong stocks selections will be much appreciated 👍👍

[Tojo Anithottam @annietojo]

@Swiing_Sense @Accuracy_Invst True....many stocks gave decent return

Cupid, cp plus, hfcl, kernex, apolo microsystems, Mtar

[Tojo Anithottam @annietojo]

@thechartist26 Vedanta

[Tojo Anithottam @annietojo]

@Shijumonantony Traded this one at multiple levels, got decent return

[HaseebBadar_Stocks @hb_stocks]

1. Hiren Gabani ( @Hirengabani23 )

A proper swing trading masterclass.

What I liked:
• How he built clarity after early mistakes
• When to trade and when to stay out
• How he identifies momentum phases
• Why one style, done repeatedly, beats random setups

Link: https://t.co/Vxv0zM60ut

[Manas Arora @iManasArora]

Don't be a chart paglu.
#BroTip

[Tojo Anithottam @annietojo]

@hb_stocks Before you do all this why not come up with your verified p&l, I am not criticizing you but what difference between you and another random guy on Instagram trying to sell their course or products online???

First you prove yourself, then you sell something online