Suresh

[Suresh @kpvs21_]

happy new year everyone🥳

[Barchart @Barchart]

Hyperscaler Free Cash flow will turn negative by next year 🚨 🚨

[ValueEquity @EquityValueIn]

Time Technoplast , Composite cylinder orders flowing through , I think this one has been expected for sometime , and this could be a small start to a much larger opening !

Disc: this is not a financial recommendation , no advice , do your own due diligence

[Suresh @kpvs21_]

Series M?? Just go public 🙃

[Exec Sum @exec_sum]

BREAKING: Data analytics platform Databricks is raising a $3 billion Series M at a $188 billion valuation led by Coatue

[Manojeet Das @Manojeet_Das]

The news.

[Wegro App @wegro_app]

Time Technoplast Ltd has clarified its role concerning a news article about Hindustan Petroleum Corporation Ltd (HPCL) & Instamart's tie-up for on-demand LPG composite cylinder delivery. The company confirmed it is the supplier/vendor of the Type IV Composite LPG Cylinders used in this pilot project with HPCL. These composite cylinders enhance safety & convenience in LPG distribution.

📊 TIME TECHNOPLAST LTD | 🏷️ General

🌐 Details: https://t.co/pCjJs9GZYK

⚡️Instant stock alerts on WhatsApp - Try FREE 👉 https://t.co/PdwQDWbXUY

[Nikhil Kamath @nikhilkamathcio]

Did you know your ₹100 in the bank isn’t sitting in a vault?

It’s lent, spent, and re-deposited within hours. One printed ₹100 turns into ₹500 across the economy. Banks decide how much.

India runs this slower than the rest of the world. 50% credit-to-GDP against a global 148%. On purpose.

The instinct was built in 1969 and never left. It’s the shield that kept India out of 2008. It’s also the ceiling.

You can’t fully have one without the other..

[Zerodha @zerodha]

Starting August 3, 2026, the way stock closing prices are calculated will change.

SEBI is introducing a Closing Auction Session (CAS), starting with stocks that trade in the F&O segment.

Here’s all you need to know👇

[Sam Altman @sama]

homeboy you're the one sellling public market investors on short-term space datacenters

[Vivek @Vivek_Investor]

Most hated in the market: IT & ITC.

Favourite of PPFAS.

Let's revisit after 3+ years.

[JerryRigEverything @ZacksJerryRig]

Genuinely delusional. Don't do drugs kids.

[Boycott Tesla 💎 @YammerTime01]

Drug addicts say a lot of stupid, delusional shit and it’s best to just ignore them until they get help.

[Mark Zuckerberg @finkd]

(1) Today we're releasing Muse Spark 1.1 -- a strong agentic and coding model at a very low price. It's available through our new Meta Model API and in Meta AI.

[KnowledgeX @SudhirN94847744]

🔥 Time Technoplast Limited

LTP ~ ₹182
PE ~ 19x
MCap ~ ₹8,900 Cr

I feel the stock deserves higher PE multiple than it is currently being given by the market, the single biggest reason for this would be -

Its accelerating shift to higher-margin Value-Added Products (VAP), particularly composite cylinders (CNG, LPG, Hydrogen, Oxygen) and IBCs.

Composite Cylinders business grew 22% during FY26 and continues to be one of the fastest-growing verticals.

The company also has:

• Market leadership across multiple product categories

• The company operates in 11 countries with over 30 production facilities worldwide.

• Strong cash generation

• Improving ROCE

• Expanding portfolio of high-margin value-added products

• Beneficiary of CNG, infrastructure, water, chemicals and industrial manufacturing growth

• Healthy order book and strong execution visibility

• Good financial performance in FY26, with net profit grew faster than revenue (21% vs. 12%)

• Reduced net debt by approximately ₹409 crore during the year - DE ratio very comfortably placed at 0.22x

• Invested ₹370 crore in growth capex to expand future manufacturing capacity.

(Not a recommendation. Please do your own research & due diligence after gaining good knowledge).

To learn fundamental analysis send email, address as mentioned in the profile with subject “Interested”.

[Raghav Tikarya @RaghavT10944]

VINTAGE COFFEE : What a solid story in building !

DOUBLE DHAMAKA :-
The company is set for 60- 70% sales CAGR and profits expansion for next two/three years as it is continuously expanding and targets 22% - 24% EBITDA margins from current levels of 18%

Detailed Analysis : Vintage Coffee and Beverages Ltd manufactures and exports instant coffee and chicory. There main revenue comes from exports (85-90%)

Currently the company has following capacity : Instant Coffee : 11000 MTPA (spray dried) And Chicory : 1700 MTPA

The company operated at 100% utilisation level in FY26 (6500 MT) which has been now expnaded to 11000 MT
The expansion was funded via internal accruals.

Now, They are entering into manufacturing of freeze dried coffee as well. There is huge demand for freeze dried coffee all around the world such that most of the capacities are sold out for current year and this particular type of coffee is set for 10% + cagr growth.

Vintage coffee is setting up 5500 MTPA capacity of freeze dried coffee which will be operational in Q2 FY28 And Freeze dried coffee is 30-40% costlier than Spray dried coffee which means if revenue from Spray dired 1000 MT = 100 cr Freeze dried 1000 MT = 140 CR

Means more potential for volume as well as value growth in future

This capacity will cost 550 Cr. Out of which 150 Cr is to be funded via internal accruals and the company will take a debt for the remaining :-

300 Cr at 4-5% Interest cost
100 Cr at 8.4% (To be mainly used for working capital.

FINANCIALS :-

FY26 :
Revenue : +79% YoY
PAT : 80% YoY
EBITDA Margins : 18% (Last year 17%)

NO operating leverage mainly due to increase in Depreciation and Tax %

Now let's see how FY27 gonna look like :-

As per the management the expanded capacity (11000 MT) is set to operate at 95% utilisation levels.

Thus we can expect 800-900 Cr of revenue from current FY26 revenue of 550 Cr + There is going to be an expansion in margins as well.
We can expect 19% EBITDA Margins from current levels of 18%.

What about FY28 ?

In FY28 the company is going to operate the existing spray dried coffee plant at 100% utilisation + The freeze dried coffee plant will contrbute 2500 Ton (70% utilisation for 9 months)

Thus we can expect revenue anywhere in the range of 1200-1300 Cr while there will be a great expansion in EBITDA margins to 21% which means a great boost in profitability

Let's dig deep for FY29 as well :-

In FY29 the company is going to operate the existing spray dried coffee plant at 100% utilisation + The freeze dried coffee plant also at 100% utilisation and targets 22-24% EBITDA margins

Thus we can expect revenue anywhere in the range of 1600-1800 Cr due to higher realisation of Freeze dried coffee. (Based on my calculations)

The profits are set to easily 3x if everything goes as per the plans.

DISCLAIMER : Not a buy/sell call. ONLY for educational purposes.

[Normal Guy @Normal_2610]

Nilekani has argued India does not need to build frontier AI models and should let the Valley handle it.

That view got tested on Friday when the US pulled Fable 5 and Mythos 5 from every non American user within hours, The strategy works when access is permanent.

It breaks down when one export control letter can turn off your best AI tools overnight.

Nuclear comparison works in direction but breaks on difficulty, Pakistan built a bomb for about $3 billion using domestic uranium and its own physics talent.

Frontier AI needs Nvidia GPUs made at TSMC, both supply chains the US controls. You cannot go independent in AI the way countries went independent in nuclear because the basic inputs are not available at any price.

Space fits better than nuclear, Only 3countries can put humans in orbit independently and the barrier is cost, not secrecy, Same with frontier AI.

US hyperscalers will spend over $650 billion on AI this year. India entire IT sector makes around $250 billion. That spending gap alone explains why India cannot build a Fable competitor the way ISRO built a launch vehicle.

Open source AI from China and India right now is the equivalent of buying rides on someone else rocket while you build your own program.

India signed the Pax Silica declaration in February, formally joining the US led tech bloc alongside Japan, South Korea, Australia, and the UAE.

4 months later, Indian users still lost access to Fable 5 and Mythos 5 because the ban hits all foreign nationals regardless of alliance status.

Being inside the bloc gives you a seat at the table for chip supply chains. It does not protect you from overnight model shutdowns. Alliance membership and frontier model access turn out to be separate commitments.

Chinese AI labs released their best models under free licenses partly because US chip controls pushed them toward open source as a workaround.

MIT research shows Chinese open source now leads US models in global downloads. On Friday when Anthropic two best models went dark for every non American user, Qwen and DeepSeek were still sitting on Hugging Face, downloadable with no permission needed.

For most of the world, Chinese open source just became the default insurance against American export controls on AI.

Trump June 2 executive order asked AI companies to voluntarily submit frontier models for government review before release.

Anthropic did not pause Fable 5 and Mythos 5 for that process, 10 days later Commerce Secretary Lutnick sent an export control letter forcing a total shutdown of both models for every user on earth.

I wrote this in the past, in Jan 2025. If you're curious, read it. Even the GOI or any nation knows this too. If I know this, I'm just a normal being. 👇

https://t.co/JjbVKnVS9l

[Harrapa Civillisation Times @harrapasabhyata]

Aged like milk.

Good thing our government is smarter than our "IT experts".

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[The ₿itcoin Therapist @TheBTCTherapist]

SpaceX IPO liquidity exiting Bitcoin right now

[Uday Kotak @udaykotak]

Google which is cash surplus, just announced an additional capital raise of $80 bn.
Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together.
It’s a wake up call to all companies to invest into the future, whatever the present maybe.
Now that IPL is done and dusted, time for India to focus on business of business.

[Normal Guy @Normal_2610]

Alphabet is raising it to fund AI compute, on top of $180-190bn of capex this year alone, because demand for its AI services is running ahead of the chips and power it can supply.

India listed companies mostly do not invest at this scale because they sit in sectors where you cannot, banks, consumer goods and IT services.

The gap is less about courage and more about which businesses we built.

Uday Kotak is right that Indian firms underinvest in the future, but the deeper reason is structural.

A US giant can raise $80bn in equity in a day because it earns global profits and investors trust it to compound them, while most large Indian firms still earn mainly at home and prefer paying out cash through dividends and buybacks.

Even Alphabet shifted from bonds to stock here because its debt already crossed $100bn. India needs a few firms with global earnings before this kind of bet is even possible.

What the IPL line misses is that Google raise is striking partly because so few companies anywhere can do it.

Microsoft, Amazon, Meta and Alphabet together will spend over $700bn on AI this year, a concentration of capital no other country can match, not just India.

The real worry for India is not chasing this scale but missing the next layer, the power plants, chip packaging and data centre supply chains these firms now desperately need.

That is a race India can actually enter. I even Wrote in My Recent newsletter, how this is going to be Huge

> US Railroads - $550B over 71 years - peaked at 10% of GDP annually

> Data Center Capex -$930B in just 6 years - currently at 0.5% of GDP and rising

What this chart tells you - Data center spending is already one of the largest infrastructure buildouts in US history - $930 BILLION in just 6 years.

Only the US railroad buildout (which literally built a nation over 71 years) was bigger as a % of GDP. Data centers are approaching that scale but doing it in a fraction of the time.

This chart validates that the data center capex wave is NOT a small niche trend. It's one of the largest capital spending programs in human history.

Companies that are plugged into this supply chain are riding a wave that's comparable to building the railroads or the highway system.