Rajandeep Singh

AI | Stocks | Mutual Funds | SAAS . Trying to run multiple businesses with help of AI

[Rajandeep Singh @iRajcools]

TCS is now trading at 24x of its AI revenue for FY27.

AI revenue growing at almost 60-69% YoY and about to become 25% of TCS Total revenue

#stocks #TCS #Earnings #Q1FY27

[Rajandeep Singh @iRajcools]

@AbuZeenah_ Bellingham

[Rajandeep Singh @iRajcools]

@_offside18 Thierry Henry

[Rajandeep Singh @iRajcools]

Palantir and Nvidia's deal with government for AI.

Palantir will use it to explain to corporates why this is best for them.

#nvidia #palantir

[Rajandeep Singh @iRajcools]

@UTDIMole Casemiro

[Rajandeep Singh @iRajcools]

Central Mine Planning & Design Institute Ltd.

#cmpdi #ipo #stocks

[Rajandeep Singh @iRajcools]

@connectgurmeet @1shankarsharma @1shankarsharma sir ke Lake Theory ke according stock markets waalon ke papon ki lake bhar gayi hai and now better they leave stock market else Khatam tata bye bye.....

[Rajandeep Singh @iRajcools]

Gift Nifty post India US trade announcement

Good earnings , EU deal and now US deal.

[Rajandeep Singh @iRajcools]

Read full blog here
https://t.co/mkaddasuSY

[Rajandeep Singh @iRajcools]

https://t.co/kxHCVM1pB4, a noteworthy newcomer, listed on the SME board on Friday. Here’s a quick take on its strategy and execution playbook.

#HearingCare #MedTech #earkart #SMEIPO #India

[Rajandeep Singh @iRajcools]

Benchmarks to frame it: Ösel (India device scale), Amplifon (global retail cadence), Sonova/Demant/GN (device margins), Eargo (D2C lessons). Track 5 KPIs: SIS openings, tests/clinic, fit conversion, Private+SIS mix, receivable days.

[Rajandeep Singh @iRajcools]

My read: the structure is right; execution needs rhythm. If cash flow improves, margins firm, and Cyient reports simple, trackable milestones (backlog, attach rate, semis funnel), the narrative and the stock can change fast. Full write-up
https://t.co/IAXl4pRbSa
#cyient

[Rajandeep Singh @iRajcools]

Cyient's analysis post Q1 FY26

On paper, Cyient looks built for the tech decade: engineering (DET), manufacturing (DLM), and now semiconductors. Yet the stock hasn’t played along. I dug in to see why—and what could change. 🧵

#cyient #cyientdlm #EMS

[Rajandeep Singh @iRajcools]

Keep Semis focused where Cyient already has trust—industrial, aerospace/defense, med-tech. Offer an “ASIC-lite” kit (pre-built IP, faster timelines), charge NRE + per-unit, and land 2–3 signed programs in the next 9–12 months. That turns story into revenue.