The biggest lesson the stock market has taught me isn’t how to pick stocks.
It’s how to control myself.
Waiting for the right setup.
Accepting when I’m wrong.
Not chasing every breakout.
Respecting my stop-loss even when it hurts.
Anyone can learn charts.
The difficult part is staying disciplined when money is involved.
That’s what I’m still learning every single day.
My view:
IDL gave Apollo manufacturing capability.
Premier gives Apollo strategic capabilities.
Together, Apollo is evolving from a defence electronics company into a far more integrated defence manufacturing platform.
If execution remains strong, these acquisitions could significantly increase Apollo’s long-term growth opportunity over the coming years.
Not investment advice. Do your own research.
Most Investors Are Missing the Real Impact of Apollo Micro’s Acquisitions:
What do IDL Explosives & Premier Explosives actually bring to Apollo Micro?🔥
Here’s why I believe this could be a transformational move. 👇
Of course, this also increases responsibility.
The acquisitions and fund raise only create value if management can:
• Successfully integrate both companies
• Execute Premier’s order book
• Improve profitability
• Win larger defence programs
Growth has to justify the higher valuation.
This chip supply pressure theme is not small anymore.
If RAM, smartphones, laptops, TVs and smart devices start getting costly, the real theme to track in India is not just “electronics demand” but the full semiconductor + EMS + embedded design supply chain.
My focused Indian small/midcap watchlist for this theme 👇
Kaynes Technology — EMS + semiconductor OSAT angle
MosChip Technologies — semiconductor design / ASIC services
ASM Technologies — semiconductor & equipment engineering services
Sasken Technologies — embedded + semiconductor R&D services
RIR Power Electronics m power semiconductor / SiC niche
Syrma SGS EMS + PCB + electronics manufacturing
Avalon Technologies — EMS / box-build / industrial electronics
Cyient DLM — electronics manufacturing for high-reliability sectors
Also tracking consumer electronics manufacturing names like Amber Enterprises and PG Electroplast, but they are more indirect plays.
Important point: rising chip prices do not mean every EMS company benefits. Some may face margin pressure too. The bigger opportunity is in companies moving toward design, OSAT, components, PCB, embedded software and domestic supply-chain localization.
This theme can become much bigger over the next few years.
Only tracking, not a buy recommendation.
Not investment advice.
Taken help from ChatGPT.
I see many are re-sharing the attached post now. But this was a very obvious thing for anyone tracking the semiconductor supply chain at the time. Anyway, what I want to say now is the price has not peaked yet.
- So if you definitely have to buy a tech product in 2026 or 2027, buy it now.
- Or wait and buy second hand - This or last year models at a lower price later when you really need.
- iPhones and other smartphones are next in line for price increase very soon.
- Maximize RAM as much as you can. Especially if it is non-upgradable soldered RAM.
- Entire consumer electronics industry is going to get squeezed by chips pressure. So TVs, smart devices, even cars may increase in prices.