Top Tweets for #STERLITE
#Rajinikanth will not have peace until he ensure justice for the #THOOTHUKUDI 13 shooting dead. #Sterlite
Rajinikanth is responsible. Till then his movies, his peace will only be a dream. No matter what!
@rajinikanth @latharajnikanth
https://t.co/nqAspQ5NVu
देश को न अंधा विकास चाहिए, न अंधा विरोध।
हमें ऐसी सोच चाहिए जो पेड़ भी बचाए 🌳 और उद्योग भी बढ़ाए 🏭
क्योंकि मजबूत अर्थव्यवस्था और सुरक्षित पर्यावरण...
दोनों साथ-साथ ही बनते हैं। 🇮🇳
#Copper #India #Sterlite #EV #DataCenter #IndustrialGrowth #Economy
Tamilnadu, India: Enormous damage done! #Sterlite
As China and the United States compete for leadership in AI, energy and other strategic sectors, a quieter but no less important contest is taking place further down the supply chain: the race to secure copper.
https://t.co/YCjW0hjvfe
@rajinikanth you should have kept your trap shut in #Thoothukudi too. 13 people were shot dead like nothing. Yet you had a urge, call them “anti-social”. Because of you justice has been delayed, denied. Keep your trap shut tight!
#Sterlite #13dead
https://t.co/AZLyxMjWcq
👉Top 5 sectors to watch out with 🚀top 2 players from them :👇✍️
1. Power Transmission :👇
#GEVernova
#Hitachi Energy
2. Optical Fibre 👇
#Sterlite Tech
#HFCL
3. Data Centre Cooling Proxy👇
#Aeroflex
#KRN heat exchanger
4.Aerospace & Defence👇
#Apollo Micro
#Ideaforge Tech
5. Consumables 👇
#Cupid
#Anondita
6. Industrial Products (CCTV) 👇
#CPPLUS
#Prizor Viztech
#Sector
#Post
#Nift50
#Trade
👉Top 5 sectors to watch out with 🚀top 2 players from them :👇✍️
1. Power Transmission :👇
#GEVernova
#Hitachi Energy
2. Optical Fibre 👇
#Sterlite Tech
#HFCL
3. Data Centre Cooling Proxy👇
#Aeroflex
#KRN heat exchanger
4.Aerospace & Defence👇
#Apollo Micro
#Ideaforge Tech
5. Consumables 👇
#Cupid
#Anondita
6. Industrial Products (CCTV) 👇
#CPPLUS
#Prizor Viztech
#Sector
#Post
#Nift50
#Trade
dear @GayatriTAM
ref your podcast with @KARAN_author on #FCRAammendments..
you are factually wrong. no EVANGELICAL, it was TTI..
PL bring original analysis...looks like you collect snippets..
#sterlite was a cu refinery, CHINA + WEST played a major role, read up on udaykr.
@BullInvestor69 #sterlite ... already 8times target done in just 6months ....
... Well abhi toh 850 tk jana h ...
If u searching for long term than ye 1100++ jaiega 2027 m
#STLTECH
#Sterlite Technologies
Sold some #ASTRAMICRO and enter here
with in a minute hit UC
God is Great 🫡🙏
Have u missed or boarded ??
#StockMarket
ஸ்டெர்லைட் ஆலையை திறக்க அனுமதி
வழங்க கூடாது முதலமைச்சரிடம் வைகோ வலியுறுத்தல்!!!
#Vaiko #Sterlite #Thoothukudi #EnvironmentalProtection #ChiefMinister #News7Tamil
ஸ்டெர்லைட் ஆலைக்கு எதிராக போராடிய 97 பேர் ஆஜர் - வழக்கறிஞர் கூறியது என்ன?
#Sterlite | #Protest | #TamilNadu | #Court
https://t.co/BM5yITZn6r
#Sterlite and #HFCL was part of our QUANTs offering under advisory till few days back.
They may make more money from here but apna yahi tak tha.
Selling in strength on extended charts may fail once or twice but probabilistically it is something which does not hurt if executed over 100s of transactions. Baby steps into the world of semi-quantitative finance.
The "M" symbol on chart stands for "Machayega". This is where Sterlite had hit our SYSTEM to trigger a buy around Rs 160. It was month of March where partial positions were being taken with lot of caution given state of markets and rules of portfolio.
The massive runup was pure luck but at times, luck meets the SYSTEM.
Key message is PRACTITIONERs have access to SIMBA system and #ghoomega #machayega life.
Who makes what out of these signals is where individual effort comes
Disc: Not a buy or sell recommendation. We initiated sell under our advisory in last 7 days.
What do you think? Is there enough steam left in STERLITE and HFCL or this will be a temporary top or multi-year top? Please share your views in comments
The trends you’re most confident about are the ones about to reverse.
Familiarity blinds you. Momentum always runs longer than you think — until it doesn’t.
Most “obvious” forecasts are just the present copy-pasted onto the future.
#Investing #FinTwit avoid #Sterlite
MOTILAL OSWAL MF buys out stake in STERLITE TECH via block deal above 620 levels.
What are the parameters, fundamentally or technically, they are entering
Their benchmark performance has deteriorated heavily in last 2 years
#motilal #mutualfund #STERLITE
My two cents of #Sterlite technologies LTD AKA STL -
➡️The market dynamics for optical fiber have shifted dramatically. While standard telecom fiber used for underground city lines remains oversupplied, there is a severe, structural shortage of AI-ready hyperscale fiber and connectivity components.
➡️The Major Players and Market Shares are
1️⃣-Prysmian Group (Italy / USA): Following its massive acquisitions (like General Cable and Encore Wire), Prysmian is the largest cable manufacturer in the world. They hold roughly 11% to 13% of the global market.
2️⃣-Corning Inc. (USA): The undisputed global technological leader, holding a 10.4% global market share. They are the primary supplier for US tech giants.
3️⃣-Chinese "Big Three" (YOFC, Hengtong, ZTT): Combined, these Chinese manufacturers control nearly 25% to 30% of total global volume. Their sheer manufacturing capacity is staggering, though they have historically focused on high-volume commodity fiber.
4️⃣-OFS / Furukawa (Japan / USA): A legacy player built out of the famous Bell Labs heritage, holding a strong single-digit share, especially in specialty fibers.
5️⃣-Sterlite Technologies (STL - India): An agile challenger holding about 7% to 9% of the global market (and ~30% in India).
👉🏻There is an acute shortage and availability crisis for AI hyperscale requirements verses the standard traditional telecom fiber is facing an oversupply.
➡️Why the Shortage is Happening: Inside a traditional data center, you might use 12-core or 24-core backbone trunks. For an AI cluster running thousands of parallel GPUs (like Nvidia’s architectures), engineers routinely specify 144-core, 288-core, or higher-density ribbon cables. An AI training cluster consumes 4 to 10 times more fiber than a standard cloud data hall built a few years ago.
➡️Upstream Bottlenecks: Manufacturing the glass preforms and drawing ultra-dense, low-latency, or Hollow-Core fibers requires precise, capital-intensive clean-room factories. Expanding this capacity takes 12 to 24 months, meaning production cannot instantly scale to match the sudden surge in demand.
➡️Hyperscalers Bypassing the Market: The shortage is so severe that tech giants are no longer waiting to buy cables from third-party contractors. For example, Corning partnered directly with Nvidia, committing to expand its US manufacturing capacity tenfold and lift its overall fiber production by 50% just to guarantee supply for AI hyperscalers.
➡️ The global data center buildout is entering a massive investment supercycle. Real estate and infrastructure data show:
➡️Doubling Global Capacity: Industry data shows that nearly 100 Gigawatts (GW) of new data center capacity will be added globally between 2026 and 2030—effectively doubling the entire global capacity built since the dawn of the internet.
➡️The Multi-Trillion Dollar Spend: This expansion is projected to require up to $3 trillion in total investment by 2030. Roughly $1.2 trillion is going into real estate and physical construction, while another $1 to $2 trillion is being spent by tenants (the hyperscalers) just to buy the IT gear, AI chips, and dense optical networks to connect them.
➡️Power and Supply Chain Delays: The main factor bottlenecking this growth isn't money; it is power availability and supply chain delays. Over half of global data center construction projects face delays because companies cannot get immediate access to power grids or are stuck waiting for critical infrastructure components—like high-density optical fiber.
➡️ Summary of STL's Position
This environment highlights why STL’s pivot is critical. Big Tech's rush to build 100 GW of data centers has triggered a high-density fiber shortage. Companies that can successfully manufacture specialized AI cables (like STL’s Neuralis or Multiverse) are operating in a high-demand, high-margin seller's market. Conversely, companies relying solely on standard telecom fiber are struggling with oversupply.
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