Swami Damerla

[Rajeev Desai @rajuidesai]

$BB-
https://t.co/kYSByXS8ev

BlackBerry "AtHoc " Strengthens Enterprise Readiness as Cyber, Climate, and Geopolitical Uncertainty Rises..
So after QNX now add " AtHoc" too!!

[Swami Damerla @swami433]

@AimInvestments Yes

[Rajeev Desai @rajuidesai]

She destroyed the Indian critics in just 5 minutes with facts and figures. 😊
From Shankar Sharma to all handles here who are cursing LTCG, STT.... She says, u all are dismissive!!
Bravo to that lady!!👍

[Swami Damerla @swami433]

@SliceApp @camelfinance @IncomeSharks @Sonnysideup22 @TonySeverinoCMT @thesiriusreport @rajuidesai

[Swami Damerla @swami433]

@InvestInMicro Hdfc ergo optima secure plus

[Swami Damerla @swami433]

@RuksanaAnsar 1 6s

[Swami Damerla @swami433]

@elonmuskTN 18

[Swami Damerla @swami433]

@ActusDei Personal finance

[Sumit Bansal @NiftyGranmaster]

I have exited Shakti Pumps at 688.54 on November 21, 2025 (bought at 415.60 on May 15, 2024) as a part of periodic portfolio rebalancing. Returns: 65.67%.

[Sumit Bansal @NiftyGranmaster]

https://t.co/izafayYXQq

Crossed 2x !!
Netweb Technologies has crossed 2x from my entry level.

And this is just the starting point because Netweb isn't a stock that rallied. It's infrastructure that's materializing !

Rs 1,734 crore order [Q4 FY26-H1 FY27 execution], indigenous GPU servers, Blackwell architecture designed and manufactured in India, Defense-grade AI systems, ISRO's Vikram Sarabhai supercomputers [Rs 147.7 Cr order], IndiaAI Mission infrastructure- this isn't speculation—it's strategic infrastructure being deployed at national scale.

While the world builds AI on imported silicon, Netweb is architecting India's digital sovereignty through indigenous GPU infrastructure, sovereign compute systems, and cutting-edge AI servers that will power India's ecosystem, capabilities, and technological ambitions for this decade and beyond.

𝗧𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗲𝗲𝘀 𝗮 𝘀𝘁𝗼𝗰𝗸 𝘁𝗵𝗮𝘁 𝗱𝗼𝘂𝗯𝗹𝗲𝗱. 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝘀𝗲𝗲 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗔𝗜 𝗱𝗲𝗰𝗮𝗱𝗲 𝗯𝗲𝗶𝗻𝗴 𝗯𝘂𝗶𝗹𝘁 𝗶𝗻 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺𝗲.

Rs 1,734 Cr order (Q4 FY26-H1 FY27 execution), Rs 450 Cr follow-on (end FY26), Rs 4,142 Cr order book, Q1 FY26: 100% YoY PAT growth on 101.7% revenue acceleration, AI segment at 300% YoY growth- these aren't numbers—they're execution proof.

When the next wave of orders lands and it will- when margin expansion inflects as AI mix scales, when capacity utilization hits 80%+, when international markets open—that's where broader market consensus would finally arrive.

By then, conviction capital would have already compounded !

𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗚𝗣𝗨 𝗿𝗮𝗶𝗹𝘀 𝗳𝗼𝗿 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗔𝗜 𝗱𝗲𝗰𝗮𝗱𝗲 𝗶𝘀𝗻'𝘁 𝗽𝗼𝗲𝘁𝗿𝘆. 𝗜𝘁'𝘀 𝗮𝗿𝗶𝘁𝗵𝗺𝗲𝘁𝗶𝗰. And the math is just getting started !

When governments commit Rs 10,300 crore to sovereign compute and pick you as India's ONLY indigenous end-to-end HPC OEM with NVIDIA manufacturing partnership, that's not luck.

That's structural moat.

When national missions like IndiaAI Mission succeed— the execution enablers compound.

That's not speculation. That's history: Infosys (IPO to 10,000x), HDFC Bank (post-housing boom), TCS (infrastructure enabler, 15-year compounder).

The pattern repeats: infrastructure + policy + execution = compounding returns for patient capital.

𝗧𝗵𝗲 𝘀𝗺𝗮𝗿𝘁 𝗺𝗼𝗻𝗲𝘆 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝘀 𝘁𝗵𝗶𝘀 𝗽𝗮𝘁𝘁𝗲𝗿𝗻.

The smart money isn't still celebrating this 2x. It's still accumulating it—because smart money understands what most don't.

Market is still pricing Netweb as just another stock which is India's AI infrastructure play !

India's AI revolution will 𝗻𝗼𝘁 run on foreign dependencies. It will run on indigenous architecture- on companies like Netweb, building the rails that power a nation's digital sovereignty.

When national tech missions align with execution with a flawless delivery and margin expansion, the enabler stocks don't 2x.

𝗧𝗵𝗲𝘆 𝗰𝗼𝗺𝗽𝗼𝘂𝗻𝗱 𝗮𝗻𝗱 𝗸𝗲𝗲𝗽 𝗰𝗼𝗺𝗽����𝘂𝗻𝗱𝗶𝗻𝗴 𝗳𝗼𝗿 𝗱𝗲𝗰𝗮𝗱𝗲𝘀.

[Rajeev Desai @rajuidesai]

South West Pinnacle Exploration Ltd-CMP: Rs 181
1) Excellent results for Sep qr'25
2) Sales up from 27 Cr to 64 Cr
3) Np up from 40 L to 8.36 Cr
4) Pref allot at 132.20 where big stake is taken by Promoters.
5) Order Book of 412 Cr already there!
6) Company was awarded a partially explored coal block in Jharkhand for commercial coal mining. The mine development activities have started.
7)It is likely to undertake capex of around Rs 200 cr till commencement of coal production, by FY26.
8) Order book till now 412 Cr.
9) JVs in Australia and in Oman.
Read Presentation, AR , and website--
Do your DD and Take your call.

[Swami Damerla @swami433]

@sudheep8531 Modern engineering

[Swami Damerla @swami433]

@InvestInMicro Netweb

[Swami Damerla @swami433]

@InvestInMicro Beta drugs, Oriana, INA, Apollo micro,

[Vijay Kedia @VijayKedia1]

No position is also a position..✌️

[Sumit Bansal @NiftyGranmaster]

I have bought R&B Denims today at 123.81 as a part of the SMALLCAP Portfolio. Target 10x in 5 years.

[Sumit Bansal @NiftyGranmaster]

I have bought Vintage Coffee & Beverages today at 164.99 as a part of the SMALLCAP Portfolio. Target 10x in 5 years.

[Rajeev Desai @rajuidesai]

Batliboi Ltd : CMP : 118.

1) Decades old Co, with big land parcel in Surat of 45 acres.
2) Sales 415 Cr , while Mcap is only 554 Cr. which is almost 1:1 ratio, while we see many recommended stock by experts here are 4-5 to 10-12 times Mcap to sales.
3) Sales Growing and so is Np.
4) Merged Batliboi Environmental Engineering Ltd (BEEL) with it, which already have 120-130 cr sales and a Np of 10-12 Cr.
5)The company plans to foray into the Green Hydrogen Space. It estimates the market size of 5MMT of Green Hydrogen by FY2030.
6) Batliboi Ltd. has incorporated a subsidiary named Bioconserve Renewables Envirotech Private Limited.
7) And their decades old Machine Tools component manf, where they have done capex and increased capacity.
8)Batliboi Ltd's Canadian subsidiary is Quickmill Inc.,
9) Nirmal Bhogilal is the Chairman and Managing Dir of Batliboi Ltd a technocrat who studied engineering in UK.

Take your call after DD.
Find more doing google. Write words using my points.
Google, go to youtube, there are atleast 4-5 youtube talks. There are 2-3 interviews. Find it.
Read AR too and go to website and have a look.
Go to screener and read Presentation of last 3-4 times, so u can read many new things.
One can see, there are so many verticals.
And on top of that Authum Invst and Infra has taken Pref allot at 116, for 14-15 Cr.
From this, one can see, how much I have read and gone through the Media and internet.
So you do too...
Post in comments section.
Would love to see, how much u work hard.

[Swami Damerla @swami433]

@InvestInMicro Onward tech & Latteys

[Indian Doctor🇮🇳 @Indian__doctor]

BAD NEWS🔥
Value of ₹180 crore stock > 140 crore Indian lives

FSSAI banned ORSL after finding it contained dangerously high sugar and did not comply with WHO’s health formula.
That means -it was unsafe for public consumption.

But the company pleaded, “Please sir, we have ₹180 crore worth of stock - allow us to sell it.”
And shockingly, the court agreed.

So now, a billionaire company’s profit outweighs the health of an entire nation.
When public health takes a backseat to corporate pressure, it’s not governance - it’s betrayal.

If the system won’t protect you, then you must protect your family 👨‍👩‍👧‍👦
#BoycottORSL #PublicHealthMatters #IndiaDeservesBetter