Rohit_H

[Rohit_H @rohit_rph]

@darvasboxtrader Sir, which skills ? Robots and AI might do most of the work so can you shed light on which skills one should prepare for?

[Raghav Wadhwa @raghavwadhwa]

For 60 years, only one company in India could build a nuclear reactor. NPCIL.

That law died in December.

Last Tuesday, Maharashtra signed ₹6.5 lakh crore in private nuclear MoUs. Everyone is watching the operators. The real opportunity sits one layer below.

Here's what most people missed.

On December 20, 2025, the President gave assent to the SHANTI Act. In one stroke, it repealed two laws that had blocked private nuclear for six decades: the Atomic Energy Act of 1962 and the Civil Liability for Nuclear Damage Act of 2010.

For the first time since Independence, private Indian companies, joint ventures, and foreign firms can build, own, operate, and decommission nuclear power plants. Including Small Modular Reactors.

Maharashtra moved first.

On May 19, 2026, the state signed four MoUs in a single afternoon at Mantralaya:
🔹Adani Power: 6,000 MW at Barsu in Ratnagiri. ₹1.5 lakh crore. Adani has already incorporated Adani Atomic Energy Limited with two subsidiaries (Coastal-Maha Atomic Energy and Rawatbhata-Raj Atomic Energy)

🔹Reliance Industries: 7,200 MW at Purnagad in Ratnagiri. ₹2 lakh crore. A mix of Bharat Small Reactors, SMRs and conventional units of 2x220 MW to 6x1200 MW

🔹NTPC: 7,200 MW at Devgad in Sindhudurg. ₹1 lakh crore. NTPC already runs the JV with NPCIL for the 4x700 MW Mahi Banswara project in Rajasthan and a planned 2.8 GW plant in Banka, Bihar

🔹Lalitpur Power Generation (Bajaj group): 5,000 MW. ₹2 lakh crore

Total: 25,400 MW. ₹6.5 lakh crore. About 1.23 lakh direct and indirect jobs.
To put that in perspective, India's entire installed nuclear capacity today is 8.78 GW. Maharashtra alone just contracted three times that number.

Now the part nobody is asking.

These four companies are the operators. They sign the PPAs, they own the equity, they earn the regulated returns.

But none of them actually builds a reactor.

The reactor itself. The calandria. The steam generators. The heat exchangers. The coolant pumps. The nuclear-grade tubing. The precision-machined fuel handling assemblies. Every one of these comes from a small, specialised, listed Indian supply chain that has been building for NPCIL for 40 years and is now staring at a multi-decade order book.

The supply chain that actually wins:
✍️L&T: Delivered heavy components for 17 PHWRs in India and the main and safety vessels for the PFBR at Kalpakkam. ASME-accredited for nuclear-grade pressure vessels (one of very few in Asia)

✍️BHEL: Steam generators, turbines, control systems, balance-of-plant. Q4 FY26 PAT jumped 2.5x to ₹1,283 crore. Power segment up 53% YoY. Order book at ₹2.4 lakh crore

✍️Hindustan Construction Company (HCC): Built over 50% of India's existing nuclear civil capacity, including Kudankulam. With fleet-mode 700 MW PHWRs now in execution, repeat orders are likely

✍️MTAR Technologies: Fuel machining heads, bridge and column systems, coolant channel assemblies. Long-standing NPCIL supplier

✍️Walchandnagar Industries: Calandria (the heart of the reactor), end shields, reactor headers. One of the oldest engineering names in India's nuclear story

✍️KSB Pumps: Specialist supplier of reactor coolant pumps to India's nuclear program. Listed Indian subsidiary of KSB SE Germany

✍️Venus Pipes and Tubes: Stainless steel high-precision and heat-exchanger tubing for reactor cooling systems

✍️Kilburn Engineering: Air-cooling units and heavy-water vapour recovery systems

The Fast Breeder Reactor went critical at Kalpakkam in April. Last week, four private companies signed up to build 25,400 MW. Both used the same supply chain.

The thorium story was the why.
The Maharashtra MoUs are the when.
This list is the how.

⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only.

[Ron || Mad About Stocks @MadAboutStocks_]

I’ve traditionally stayed away from content around “Stage Analysis”. My mindset has always been: if you’re a long term investor, short term volatility is just market noise 🌊

But this video by Gautam Baid completely pulled me in. The way he broke down the different Bull & Bear Market stages was incredibly simple, practical, and strangely relatable. One of those rare “pause the video and think” moments.

Definitely learnt something new here, and it’s a framework I’ll probably use going ahead.✅

Biggest takeaway? Even Gautam feels the pure Compute era may have peaked for now, while Memory could continue to ✨ . Maybe that’s my confirmation bias talking 😅 but the future does seem to be tilting that way.

@Gautam__Baid 🙏
@financewsharan thank you for just being a listener & letting Gautam share his thoughts ( less questions but great long answers is the way to best podcast)

YouTube Link : https://t.co/W094LJiUNj
( Must Watch)

#LSNE #NewLearning

[Joseph Pabón @Jxseph_sandxval]

El segundo secreto oculto de los Vedas: si al despertar por la mañana lo primero que hacen es esto, obtendrán éxito en 24 horas sin falta.

Si al despertar por la mañana logran hacer esta única acción, el efecto comienza a notarse en 24 horas. No es magia, sino la ciencia de utilizar correctamente los procesos naturales de su mente y cuerpo.

[Jonny @Goutamdilesh]

🚨BREAKING: Anthropic just dropped free courses to master AI with certificates.

No tuition. No waitlist. No BS.

Here're 10 courses that will replace a $100K degree

[Sumati @5UM8O]

Are you Hindu?

Like this & RT (no matter you a/c size)

I will follow you.

We have some work to do.

[Raghav Wadhwa @raghavwadhwa]

India's defence budget crossed ₹7.85 lakh crore this year. 75% of capital acquisition is locked for domestic companies only.

But most investors stop at HAL, BEL, Mazagon Dock. These are assemblers. The missile itself is built by a completely different set of companies.

A quick breakdown of who actually builds India's missiles:

BrahMos went from 15% Indian-made components in 2015 to 70% today. Target is 85% by end of 2026. New Lucknow plant takes annual production from 100 to 300 units. Export pipeline is building towards ₹5 lakh crore by 2030. $450 million in export orders already signed.

Every one of those 300 missiles needs seekers, boosters, titanium forgings, guidance electronics.

Here's who supplies what:

Bharat Dynamics (BDL): India's sole missile manufacturer. Akash, Astra, MPATGM. Order book ₹26,000 crore. Two new plants coming in Telangana and UP.

Data Patterns: Developed the Fire Control System for BrahMos. Testing seekers. All-time high order book at ₹1,868 crore. EBITDA margins 35-40%. Revenue growth guidance 20-25% CAGR.

Astra Microwave Products: Builds RF and infrared seekers. Executing 70% of the QRSAM missile programme. Order book ₹2,226 crore. Q3 FY26 EBITDA margin hit 31.7%, highest in 8 quarters. 95% of new orders from defence.

Solar Industries: Made the transition from mining explosives to missile propulsion. Supplies solid propellant boosters for BrahMos via DRDO tech transfer. Also making Pinaka rockets and 155mm ammunition. Defence order book alone is ₹16,600 crore.

MTAR Technologies: Precision components for liquid propulsion engines and Agni missile programme. Q3 FY26 revenue up 59% YoY. Profit up 117%. Order book ₹2,395 crore.

PTC Industries: Titanium and superalloy castings for BrahMos, Pralay missiles, and now Blue Origin and Honeywell Aerospace. 9-month FY26 revenue up 95%. Building titanium capacity to 6,000 TPA. Management targeting 10-15x revenue growth over 5-7 years.

Premier Explosives: Akash missile propellants. Long-term contract with BDL. Quiet but locked in.

Goodluck India: Steel and alloy forgings for Pinaka rockets and BrahMos components.

DRDO conducted the first salvo launch of the NASM-SR anti-ship missile this month. Goldman Sachs projects the Indian defence market to grow 6x to ₹10 lakh crore over 20 years.

The assemblers get the headlines. The supply chain gets the orders.

Educational only, not a recommendation.

[tushar @tushar9590]

Aerospace theme in India is taking off in the most visible way.

Sansera Engineering ADS(Aerospace Def & Semiconductor) order book grew from 200 Cr and of FY24 to 3900Cr today.

Dynamatic Technologies MOU with france based Hutchinson in composites, & Collab with Germany based Dynauton systems to develop MALE UAV platform.

Hyderabad based Sigma Advanced secures ₹3800 Cr order from Rolls Royce to supply Aerospace parts.

Can add more to this.

[Sekhar @LearningEleven]

Aerospace proxies: 1-month returns

Much like how Water EPC names rallied as a pack a couple of years ago, aerospace-linked names are now moving in tandem.

Aequs Ltd - 68%
Sigma Advanced - 60%
Azad Engineering - 50%
Rossell techsys - 45%
Unimech - 40%
Dynamatic - 35%
Raymond - 35%
Sansera - 21%
Belrise - 14%

Note: Yes, I know, some of these are Auto heavy, but just included for one stop-shop!

Disclaimer: I am invested in some of these names and this is not a buy or sell recommendation.

[Market Rebellion @RebellioMarket]

Moving Averages in less than 4 Mins!

[AstroCounselKK 🇮🇳 @AstroCounselKK]

Save this video permanently & teach to your Children...

Must watch & Max Share ..

[Pankaj Jain SEBI RESEARCH ANALYST @EyeOn_Trade]

BIG BREAKING 🚨

Mukul Mahavir Agrawal ne small-cap space me strong fresh buying ki hai — yeh silent accumulation ka clear signal hai 👇

• Siyaram Recycling Industries Ltd. → 9.64% stake | ₹8.0 Cr
• Osel Devices Ltd. → 7.56% stake | ₹78.8 Cr
• Zelio E-Mobility Ltd. → 7.25% stake | ₹70.5 Cr
• Unified Data-Tech Solutions Ltd. → 5.25% stake | ₹39.3 Cr
• Concord Control Systems Ltd. → 4.20% stake | ₹107.1 Cr
• Brandman Retail Ltd. → 4.04% stake | ₹13.7 Cr
• Gaudium IVF & Women Health Ltd. → 3.43% stake | ₹24.0 Cr
• Sahasra Electronic Solutions Ltd. → 2.76% stake | ₹18.6 Cr
• True Colors Ltd. → 1.62% stake | ₹7.4 Cr

Smart money moves silently.

NO BUY SELL HOLD RECO!

📢 For risk disclosures, disclaimers, MITC, investor charter, grievances, and more, please visit: https://t.co/t0n28KIZUu

[Healthy Alfred 🏄🏻‍♀️ @HealthyAlfred]

A man lost 51.4kg without counting a single calorie.

He didn’t take Ozempic. Didn’t starve himself. Didn’t step foot in a gym.

He killed ONE bacteria.

Enterobacter cloacae made up 35% of his gut. A healthy person has close to zero. This bacteria produces endotoxins that flood your bloodstream, spike inflammation, destroy insulin signaling, and force your body to store fat no matter what you eat.

He wasn’t overeating. His bacteria was making him fat.

In 23 weeks, E. cloacae went from 35% to UNDETECTABLE. 51.4kg gone. Diabetes reversed. Hypertension gone.

To prove it, they took the bacteria from his gut and put it in germ-free mice. Same diet. The mice with the bacteria became obese. The mice without it stayed lean.

Same food. Same calories. One had the bacteria. That was the only difference.

Mastic gum — a tree resin from a Greek island — has demonstrated antimicrobial activity against Enterobacter cloacae in lab testing. The same resin that clears H. pylori in 38% of patients. The same resin the Greeks have been chewing for 2,500 years.

One compound. Multiple pathogenic bacteria. $30 a month.

Your doctor told you to eat less. He never tested what’s living in your gut and hijacking your metabolism.

You’re not lazy. You’re not weak. You’re infected. And nobody checked.

Nobody’s coming to tell you this twice.

[Vatsala Singh @_vatsalasingh]

ख़ुद की कुंडली पढ़ने का आसान तरीक़ा....

[Saurabh Mohnot @TvamAstrology]

This is what each 9 Mahadasha does to a child
What every parent must know (Do's / Dont's) 👇

- Thread -

[Vijay Kedia @VijayKedia1]

How I understand AI evolving . let me explain it through building a house.

Suppose you want to build a house.

At the base, "LLM" ( perplexityAI, chatgpt, gemini, etc) is like an expert . You can ask anything about building a house, from design to materials to costs, and it gives all the answers.

Then comes "Agentic ". Now this expert doesn’t just advise, it starts handling small tasks on its own, like creating basic designs, estimating costs, or scheduling work.

Next is "Multi-agent" .. Its like a full team coming together: architect, engineer, contractor and each building different parts of the same house.

Then comes "AGI" . One person who can design, plan, and build the entire house like a complete human expert.

At the top is " SI " . A super intelligent mind that can predict future needs, optimize everything instantly, avoid mistakes before they happen, and build in ways humans haven’t even imagined yet.

From answering… to doing….. to teamwork….. to mastery…... to beyond human.

First you learn ….. then you earn… then you evolve.

" Complex ideas. Simple words." ✌️

[AstroCounselKK 🇮🇳 @AstroCounselKK]

Another very Important Astrological Prediction for this year based on CSP 2026 ..

There is a very high possibility of some financial scam reality coming out or possibility of it happening..
It could either be some big bank news or something related to government at centre or state..

There is a very high probability of this happening this year..
And even be extra Cautious ⚠️ with your investments and savings this year..
Chances of financial scam happenings with people will also increase considerably..
So maintain extreme caution ⚠️ at all times ..
Very important for this year specially..
Thank you ..
Har Har Mahadev

[Unfiltered @quotesdaily100]

BOOKS THAT WILL DESTROY YOUR LIMITING BELIEFS AND REBUILD YOUR PSYCHOLOGY FROM SCRATCH:

1. Psycho Cybernetics – Maxwell Maltz on reprogramming your self image to change your entire life
2. Breaking the Habit of Being Yourself – Joe Dispenza on using neuroscience to become a new person
3. The Power of Your Subconscious Mind – Joseph Murphy on programming the mind below awareness
4. Mindset – Carol Dweck on fixed versus growth mindset and why it determines everything you achieve
5. Learned Optimism – Martin Seligman on training yourself to think in ways that produce better outcomes
6. The Six Pillars of Self Esteem – Nathaniel Branden on building unshakeable self worth from the inside
17. Awaken the Giant Within – Tony Robbins on taking immediate control of your mental emotional and physical destiny
8. The Power of Positive Thinking – Norman Vincent Peale the book that started the entire self help movement
9. Unlimited Power – Tony Robbins on neuro linguistic programming and modelling excellence in others
10. You Can Heal Your Life – Louise Hay on the connection between thought patterns and physical illness
11. The Success Principles – Jack Canfield on the 67 principles that transform average into exceptional
12. What to Say When You Talk to Yourself – Shad Helmstetter on the science of internal self talk
13. The Belief Code – Kimberly Meredith on identifying and clearing the subconscious blocks to success
14. Reprogram Your Mind – rewiring neural pathways to eliminate self sabotage permanently
15. The Achievement Habit – Bernard Roth on applying design thinking to every personal challenge

[Rohit_H @rohit_rph]

@HeritageGirl7 @grok can you name the speakers in the video

[Stock Analyst135 @SAnalyst135]

I know situation is tough for investors but sharing the list,
Invest only post your study, segregating in different categories for individual choices..

Midcaps (> 5000 Cr Market Cap)
Tilaknagar Industries
Shyam Metallics
Gallantt Ispat
Banco Products
KPI Green
HEG

SmallCaps (500 - 5000 Cr Market Cap)
JTL Industries
POCL Enterprises
Pondy Oxides
JayKay Enterprises
Pitti Engg
Manaksia Coated
BMW Industries
Websol
Venus Remedies

Microcaps (< 500 Cr Market Cap)
Trishakti Industries
Remsons Industries
Remi Edelstahl
Syschem
Sanjivani Paranteral
Brahma Infra
Tahmar Enterprises

SMEs (lot based)
RMC Switchgears
VMarc
Sunlite Recycling
Sattrix Information
Pramara Promotions
Harshdeep Hortico
HOAC Foods
Freshara Agro
Anlon Technology

Special Situations (change in management)
Thrive Future
Cupid Breweries
LCC Infotech
Hindustan Agrigenetics
Sita Enterprises
Yaan Enterprises
RLFL