Prakhar Nigam | In love with stocks

Building Alpha Inflection — plain-English research on Indian equities, sourced to filings. Not SEBI-registered.

[Prakhar Nigam | In love with stocks @Nigam_001]

@Srikant_x64 @iamankitpande Classic ragebiter

[Prakhar Nigam | In love with stocks @Nigam_001]

Market's already pricing perfection: ₹14,436 Cr mcap, ROCE 3.3%, ROE 0.43%. The story is capacity buildout outrunning current returns.

[Prakhar Nigam | In love with stocks @Nigam_001]

Juniper Green Energy just gave its first-ever investor presentation as a listed company (Aug 27) — deck showed 2,575 MWp of renewable capacity + 503 MWh BESS operational, 944 Mn units generated in Q1FY27. A capacity story finally showing its numbers.

[Prakhar Nigam | In love with stocks @Nigam_001]

subsidiary Juniper Nirjara Energy signed a 25-yr PPA with SJVN for a 50 MW FDRE project at ₹4.25/unit — ~₹80 Cr expected annual revenue, COD within 24 months. Growth pipeline still adding.

[Prakhar Nigam | In love with stocks @Nigam_001]

The original write up is available at https://t.co/PS51ZV5tfw. This is not a buy/sell recommendation. I'm not SEBI registered analyst.

[Prakhar Nigam | In love with stocks @Nigam_001]

Sudeep Pharma is up 42% since I published this blog and i'm not surprised, it's a unique business which is making the righ moves and I've been tracking the business for last 2 quarters

[Prakhar Nigam | In love with stocks @Nigam_001]

Typically in companies making product market shift, a stagnant business is funding a fast growing one, but in this case a healthy and growing business is building an even faster growing engine for future. Risks, Working capital had crept up to 298 days in FY25 and OCF/PAT was sitting around 28%, the kind of thing that gets ignored when a stock's ripping post-IPO. On the Q1FY27 call they repeated the ~150 day WC target, Still tracking it.

[Prakhar Nigam | In love with stocks @Nigam_001]

@CCEAMNR @abhijeet_dipke

[Prakhar Nigam | In love with stocks @Nigam_001]

@govindprataps12 Inko koi samjhaye inki tarah humari sugar factory to hain nahi

[Prakhar Nigam | In love with stocks @Nigam_001]

@BesuraTaansane @njalva You should first go and learn what material complaint means. It means that the materials used like pipes, hoses can withstand e20. It doesn’t cover Engine or ECU calibration. Don’t talk about things you don’t understand.

[Prakhar Nigam | In love with stocks @Nigam_001]

@brahma_4u @Infosys So far off that even the ad’s ain’t landing

[Prakhar Nigam | In love with stocks @Nigam_001]

@ibestashok @sapnamadan @Maruti_Corp What about millions of carbureted two wheelers? What about the hygroscopic properties which leads to segregation of ethanol and petrol?

[Prakhar Nigam | In love with stocks @Nigam_001]

@itsTarH Finally an end to all ‘got this before GTA6’ jokes!

[Prakhar Nigam | In love with stocks @Nigam_001]

Interesting update from Bharat Forge. It has signed a ₹425 crore contract with the Ministry of Defence to supply 1.25 MW Gas Turbine Generators (GTGs) for Kolkata class ships of the Indian Navy,

[Prakhar Nigam | In love with stocks @Nigam_001]

@Fintech03 By that logic Amazon should have never created AWS, Microsoft should have never invested in Open AI, built Azure or Facebook should have never thought of building AI as well

[AdiiX @adiix_official]

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox.

She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU.

The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack.

Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback.

The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price.

Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life.

Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build.

This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them.

The first thousand people to figure this out will own the next two years of private AI consulting.

Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.