Mayank Gupta

Senior Leadership - World of Strategy, Finance, Risk, Compliance and Governance! Fitness, Cycling and Stock Market! Have patience to know me better!

[Mayank Gupta @MunkThePunk]

Sun will shine all your living life ... you just have place yourself nicely to get the sunshine 😊!!!!!

[Mayank Gupta @MunkThePunk]

@sajujose2000 I would assume testing trials approval processes would be there before they can get any orders. Investing is all about practicing #PatienceYoga 🧘‍♂️!

[Mayank Gupta @MunkThePunk]

Tirupati Forge Limited - Artillery Shells

Comment: The only artillery shells manufacturing company that is fully integrated with its own captive solar energy for all its manufacturing requirements. This means it’s immune to the rapidly rising fuel prices triggered by ongoing global wars but will soon become capable to meet the global demand of 155mm artillery shells 😇!!!!!

🚀 What’s next:
With final commissioning underway, we are preparing for trials by end of March 2026 and full-scale operations by end of April 2026.

“Our Defence Manufacturing Facility Nears Operational Readiness

We are proud to share that our state-of-the-art manufacturing plant dedicated to the defence sector has entered its final commissioning phase. This milestone reflects months of planning, engineering excellence, and relentless teamwork.
⚙️ Key highlights of the facility:
→ Commissioning of our fully automated robotic forging line, built for high-precision, repeatable and high-throughput production.
→ Annual capacity to produce 1,50,000 shells per annum. (Phase: 1)
→ Infrastructure designed to meet stringent defence manufacturing and safety standards.
→ Optimised plant layout enabling efficient workflows, higher productivity and uncompromising quality.
→ A technology-driven environment where our team can innovate, collaborate and deliver advanced manufacturing solutions.”

#TirupatiForge #155mm #artilleryshells #defence #PatienceYoga 🧘‍♂️

https://t.co/zn81lkVl2n

[Mayank Gupta @MunkThePunk]

@aranya25106 Stock

[Mayank Gupta @MunkThePunk]

@croreclub Following all the required SEBI guidelines is non negotiable.

[Tradetalkss @Tradetalkss]

#apollomicro

Showing good move on the upside!

Once this crosses 350, we will see a sharp move here

https://t.co/cIFviVeCR3

[Balu Gorade @BaluGorade]

Samir Arora on FII outflows:

People think FIIs are selling because India has no big AI companies. That's not the real reason.

Here are the actual concerns 👇

[Mayank Gupta @MunkThePunk]

Amitabh … Quality Power Revenue Distribution: India vs. Export (As of 2025/2026)Export Revenue: Approximately 80%–81% of total revenue.Domestic (India) Revenue: Approximately 19%–20% of total revenue.

Even in India, the power transmission trigger is so huge and runs lakhs of crores that they will not have any impact. Also, big companies like Hitachi etc are their clients as well.

[Intrinsic Compounding @soicfinance]

India's Transmission Problem

Rough rule: Every 1 GW of RE needs ~0.6 GW of new inter-state transmission to actually evacuate to load centers. India needs about 280 GW of new interstate transmission capacity by 2030 to support 450 GW of solar+wind.

Reality today:

1. 50 GW of clean energy is stranded across India that is bigger than Pakistan's entire installed grid.

2. Rajasthan alone: 8 GW stuck, with nearly half curtailed during peak solar hours.

3. FY25 transmission build: 8,830 ckm vs 15,253 ckm target, a 42% shortfall, with inter-state additions at their lowest in a decade.

4. Solar plants commission in 12–24 months. Inter-state transmission takes 3–5 years.

5. FY26 will likely close around 10,000–12,000 ckm missing even the revised target which was cut down by 37% in mid year, and missing the original target by 50%. Two consecutive years of severe underbuild while installed RE crossed 250 GW.

India isn't power-deficient. It's transmission deficient.

[Mayank Gupta @MunkThePunk]

@Bulvarpress Gravity Inversion table is used for this purpose …

[Mayank Gupta @MunkThePunk]

EL NIÑO, ENERGY DEMAND AND THE GLOBAL GRID SUPERCYCLE

How Climate Cycles Accelerate Renewables and High-Voltage Transmission Investment …

This report analyses how El Niño, the warm phase of the El Niño–Southern Oscillation (ENSO), can influence electricity demand, alter renewable generation patterns, and intensify the need for high-voltage grid connectivity across global power systems.[cite:1][cite:2][cite:8] The central argument is that a cyclical climate phenomenon can become a structural capital expenditure trigger across generation, transmission and grid modernisation.

#ElNino #Energy #PowerTransmission

https://t.co/VyoHj3Xs7S

[Mayank Gupta @MunkThePunk]

Whether the Iran-US ceasefire holds or hostilities resume — and even if both sides come to the table — the world has already received its wake-up call.

No nation can afford to outsource its energy security or its defence anymore.
That singular lesson is quietly reshaping capital allocation on a generational scale.

The sectors that will command the most serious, sustained investment over the next decade are not speculative — they are structural:

🛡️ Defence — artillery, missiles, drones & next-gen deterrence
⚡ Power & Transmission — the backbone of every economy
☀️ Renewables — solar, nuclear & green hydrogen
🔋 Energy Storage — because intermittency is a strategic vulnerability
🔌 Grid Connectivity — the circulatory system of modern nations
🤖 AI & Data Centres — the new command infrastructure

These are not themes chasing a trend. They are sovereign imperatives being funded by governments and private capital alike.

As an investor, the question is no longer if — it is how much and how early.

Geopolitical uncertainty is uncomfortable. But for those who read it clearly, it is also a map.

[Chenthil @jcrajan00]

India's peak power demand hit 260 GW yesterday. New all-time record. During a heatwave with 47°C temperatures across North India.

The grid held. No blackouts. That sentence alone is an engineering achievement most people will not appreciate.

Five years ago India had chronic power deficits. Load shedding was normal. In 2023, peak demand hit 243 GW and several states struggled. In April 2026, the grid delivered 260 GW without a single major failure.

What changed: 26.5 GW of new capacity added in FY26 — largest annual addition in a decade. Solar alone contributed 18 GW. New HVDC transmission corridors connecting surplus regions to deficit ones. Battery storage deployments cushioning peak load.

But the margin is razor thin. India's grid is designed for about 270 GW. We just touched 260 GW. That is 96% utilisation during peak hours. One more heatwave spike or an unexpected plant outage and the buffer disappears.

This is why every power stock hit 52-week highs. The market sees what the headlines miss — India needs $150 billion in power infrastructure investment over five years just to keep up. Data centres, EVs, semiconductor fabs, industrial expansion — all need reliable 24/7 power. The grid is the bottleneck holding everything else together.

[Mayank Gupta @MunkThePunk]

I have been saying this for quite sometime. Power transmission, HVDC, grid connectivity are the biggest gap to ensure energy independence and energy security. The entire backbone of AI stands on energy infrastructure. High voltage power equipment manufacturers are in a huge sweet spot.

#QPower #AtlantaElectricals #KSHInternational #Hitachi #GEVernova #SiemensEnergy #Energy #HVDC

[Anthony Pompliano 🌪 @APompliano]

Wow.

The White House just announced that grid infrastructure is essential to national defense.

This includes transformers, transmission lines and conductors, substations, and high-voltage circuit breakers.

Companies working to electrify America will have a big tailwind.

[Mayank Gupta @MunkThePunk]

@shiladitya4u @mgkreddy1 Start with understanding the earnings potential over the next (ongoing) financial year or FY27 and possibly FY28.

[Mayank Gupta @MunkThePunk]

Renewable surge fuels multi-year boom to India's power equipment industry: Report

https://t.co/CUIAsPs3ma

#QPower #AtlantaElectricals #HitachiEnergy

[Hari B Kurup @haribkurup]

Hi @AppleSupport

I lost my mobile & it was claimed by somebody else in Hyderabad yesterday.

Please help me recover the phone.

@CyberCrimeshyd @cyberabadpolice it was lost @ Swarnagiri temple, please file an FIR, the shopkeeper confirmed somebody claimed the mobile & on CCTV.

[Mayank Gupta @MunkThePunk]

Whether the Iran-US ceasefire holds or hostilities resume — and even if both sides come to the table — the world has already received its wake-up call.

No nation can afford to outsource its energy security or its defence anymore.
That singular lesson is quietly reshaping capital allocation on a generational scale.

The sectors that will command the most serious, sustained investment over the next decade are not speculative — they are structural:

🛡️ Defence — artillery, missiles, drones & next-gen deterrence
⚡ Power & Transmission — the backbone of every economy
☀️ Renewables — solar, nuclear & green hydrogen
🔋 Energy Storage — because intermittency is a strategic vulnerability
🔌 Grid Connectivity — the circulatory system of modern nations
🤖 AI & Data Centres — the new command infrastructure

These are not themes chasing a trend. They are sovereign imperatives being funded by governments and private capital alike.

As an investor, the question is no longer if — it is how much and how early.

Geopolitical uncertainty is uncomfortable. But for those who read it clearly, it is also a map.

[Mayank Gupta @MunkThePunk]

@ABridgen @grok any truth in this Breaking News?

[Mayank Gupta @MunkThePunk]

@pranavgulabani They don’t have any shell manufacturing plant.

[Mayank Gupta @MunkThePunk]

India Defence Acquisition Council (DAC) okays Rs 2.38 trillion defence proposals for aircraft, S-400 and strike drones

NOTE: Dhanush Gun System is designed to use 155mm calibre ammunition. It is a 155 mm/45-calibre towed howitzer capable of firing standard NATO 155mm shells, including high explosive, smoke, and illumination rounds 😇🤓! #TirupatiForge #Goodluck #SunitaTools #BaluForge

For the Indian Army, approvals include air defence tracked systems, armoured piercing tank ammunition, high capacity radio relay, the Dhanush gun system and runway independent aerial surveillance systems. These systems are aimed at strengthening real-time air defence control, improving secure communication, boosting long-range artillery firepower and enhancing battlefield surveillance and anti-tank lethality.

https://t.co/rY3GV3SsUL