Xinay Bitcoin

[Raghav Wadhwa @raghavwadhwa]

India has announced 178 GWh of battery gigafactory capacity.

Cells actually produced: 1.4 GWh. That is 0.8% of the announcements.

Yesterday the government quietly told you why. And it has nothing to do with lithium.

On July 8, the Finance Ministry exempted 85 categories of machinery from basic customs duty for lithium-ion cell manufacturing. Valid till 31 March 2029. Immediate effect.

Read that machine list slowly:
🔹 Powder dryers and automatic blending systems
🔹 Cathode and anode extrusion coating machines
🔹 Electrode slitting, notching and cutting equipment
🔹 Winding and stacking machines
🔹 Electrolyte injection machines
🔹 Cell formation and ageing systems
🔹 Laser welding, vacuum baking, auto-packing lines

Every single one is imported. India makes none of them at commercial scale.

This notification is not a subsidy. It is an admission. The entire capex stack of an Indian gigafactory ships in from abroad, overwhelmingly from China.

Some contexts on how lopsided this is:
🔹 Wuxi Lead, the world's largest cell equipment maker, holds over 60% global share in high-speed stacking machines alone. Its machines run at 0.075 seconds per electrode sheet.
🔹 China produces over 70% of the world's lithium-ion cells and dominates the machine layer beneath them: Wuxi Lead, Yinghe, Hangke, Putailai.
🔹 India's listed equivalent in this layer: zero companies.

Now the part nobody is pricing in.

China is restricting exports of exactly these machines. Consider what has happened in the last 18 months:
🔸 Reliance reportedly sourced close to $1.1 billion of equipment from Chinese suppliers for its Jamnagar gigafactory. Beijing then tightened controls on battery-making technology. The machines reportedly sit in Jamnagar, but production cannot begin without further access to Chinese technology.
🔸 Reliance's LFP licensing talks with Hithium reportedly collapsed in January 2026 after the Chinese partner withdrew citing export controls.
🔸 Visa delays for Chinese technicians needed to install equipment have slowed commissioning across PLI projects.

So, the government just removed the cost barrier on machines that money alone cannot buy. That is the real story of this notification.
The scoreboard so far tells you how hard this is:
🔹 PLI ACC scheme: ₹18,100 crore outlay, launched 2021, target 50 GWh by 2025
🔹 Commissioned: 1.4 GWh. A 2.8% achievement rate.
🔹 Incentives disbursed in five years: zero
🔹 Jobs created: 1,118 against a projection of 1.03 million
🔹 Meanwhile India reportedly imported over ₹37,600 crore of lithium-ion batteries in just eleven months of FY26

Against this, government projections put demand at 210 GWh annually by 2030.
The value chain, layer by layer, with the listed names:
🔶 Layer 1: Machines (the missing layer)
🔸 Wuxi Lead, Yinghe, Hangke, Putailai. All Chinese. None Indian.
🔸 This is the single biggest white space in India's energy transition. The company that builds Indian cell-making machines does not exist yet.

🔶 Layer 2: Technology licensors
🔸 Gotion High-Tech licenses cell technology to Amara Raja through its Slovakia JV
🔸 SVOLT backs Exide's Bengaluru plant
🔸 Every one of these partnerships exists at the discretion of the partner. That is a feature of this market, not a footnote.

🔶 Layer 3: Cell makers (direct beneficiaries of the duty cut)
🔸 Amara Raja Energy and Mobility: ₹9,500 crore giga corridor in Telangana, 16 GWh cell capacity planned by FY30. First NMC cells targeted for FY27, starting at 1 GWh, with a further ₹1,200 crore committed. Equipment orders for its customer qualification plant are already placed. This exemption lands directly on its import bill.
🔸 Exide Industries: 6 GWh Phase 1 in Bengaluru scaling to 12 GWh. Over ₹3,700 crore invested so far of a ₹6,000 to 6,500 crore commitment. Trial production started in 2025. Offtake agreements signed with Hyundai and Kia for LFP cells.
🔸 Ola Electric: the only company producing cells in India today. 4680 format NMC Bharat Cells at Krishnagiri, powering its own vehicles since late 2025. Has scaled back plans to 5 GWh till FY29 from an original 20 GWh.

🔸 Reliance: 10 GWh awarded under PLI round two at Jamnagar, indicated as on schedule, though round one capacity is delayed.

🔶 Layer 4: Materials (indirect beneficiaries)
🔸 Neogen Chemicals: electrolyte salts and battery chemicals, capacity built in anticipation of exactly this demand
🔸 Himadri Speciality Chemical: anode grade carbon materials
🔸 Cheaper machines mean faster cell capacity build-out, which pulls forward demand for everything these companies make

🔶 Layer 5: Packs and OEMs
🔸 Amara Raja already operates 2.5 GWh of pack assembly across Tirupati and Divitipally
🔸 Every EV and BESS maker in the country eventually benefits from domestic cells

Why the capex maths matters: machinery dominates gigafactory cost at every stage. In China, coating machines alone account for roughly 80% of front-end capex, and winding and stacking machines roughly 70% of the mid-stage. Remove duty on the full 85-category list and project IRRs improve meaningfully for plants still mid-construction. For Amara Raja and Exide, both currently in build-out, the timing is precise.

The bear case, because there always is one:
🔹 Duty was never the binding constraint. Access is. If Beijing will not ship the machines or the engineers, a zero rate on paper changes nothing.
🔹 China refines roughly 74% of global lithium and 80% of cobalt, and controls 98% of LFP cathode material production. The dependency runs far deeper than machines.
🔹 Execution has consistently missed timelines. Ola has already scaled back. Amara Raja's first cells slipped to FY27. Treat every commissioning date as provisional.
🔹 Near-term, most announced Indian capacity is pack assembly, not cell manufacturing. Import dependency persists until the machines arrive, install and yield.

Everyone watched EMS stocks rally on this notification. The better question is who fills Layer 1.

📌Disclaimer: Educational purposes only, not a buy/sell recommendation.

[Salman Khan @Salman_2911]

Glenmark. Cadila. Intas. Hetero. Reliance Life Sciences. Alkem. Torrent. Eris. Caplin Point. Amneal. Shilpa.

These 11 pharma giants all source oncology products from the same small-cap supplier.

Mcap: ~₹1,500 Cr.

Ashish Kacholia sits in the cap table.

And what this company is becoming is far more interesting than what it's selling today.

🧵👇 (1/12)

[Akash Chaudhary @Akash17971]

32 Mainboard Leaders & Their SME Counterparts - Hidden Opportunities You Can’t Ignore to study once 🔥🔥👇

Waaree Energies → Alpex Solar

KRN Heat Exchanger → Shree Refrigerations

Syrma SGS → Aimtron Electronics

Garden Reach Shipbuilders → Krishna Defence (Recently Migrated)

GE Vernova T&D → Viviana Power

Yatharth Hospital → Unihealth Hospitals

Cupid → Anondita Medicare

Polycab → JD Cables / Prime Cables

Shilchar Technologies → Danish Power

Bharat Forge → OBSC Perfection

Jeena Sikho → KRM Ayurveda

Amara Raja Energy → Maxvolt Energy

Interarch Building → Sathlokhar Synergys

ACME Solar → Oriana Power

Gravita India → Baheti Recycling / Namo eWaste

Aditya Infotech → Prizor Viztech

Netweb Technologies → Unified Data-Tech Solutions

Hitachi Energy → Quality Power

Container Corporation Of India → Afcom Holdings

Interglobe Aviation → FlySBS Aviation

Suzlon Energy → KP Green Engineering

KPI Green → Oriana Power / Ganesh Green Bharat

Clean Science → Neochem Bio

PG Electroplast → Osel Devices

ABB India → Advait Energy

KEI Industries → Systematic Industries

CG Power → Supreme Power

PVR Inox → Connplex Cinemas

KPIT Technologies → TechD Cybersecurity

Cochin Shipyard → ABS Marine

Ahluwalia Contracts → Goel Construction

Kalyan Jewellers → Utssav CZ Gold

The interesting thing about SME companies is that many of them operate in the same sectors where established mainboard leaders are already creating massive wealth.

Sometimes SMEs become suppliers.
Sometimes niche competitors.

And sometimes future industry leaders themselves.
The biggest wealth creation often happens before the broader market fully recognizes these businesses.

This is why studying SMEs deeply can become extremely important in the coming decade.

Let’s continue building this list further - feel free to add more interesting mainboard and SME counterpart below 👇

Disclaimer:
This is for educational purposes only and not investment advice. Please do your own research before investing.

[Aditya Aggarwal @equitybyaadi]

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[Aditya Aggarwal @equitybyaadi]

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Somebody who was afraid of micro and nano caps has got a new perspective and investment style by following discipline, note-making and consistency.

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[Rahul @sairahul1]

The creator of Claude Code teaches more about vibe-coding in 30 minutes than most tutorials do in hours.

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[Sandeep Jain @sjsandeep_jain]

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[Axel Bitblaze 🪓 @Axel_bitblaze69]

Dear Traders,

Claude code can now connect directly to your TradingView charts

It reads your charts, indicators, writes Pine Script for your trading strategies, compiles it and fixes errors.. all automatically

Not a browser extension.. A direct connection to your live charting platform

▫️Here's how it works and how to set this up:

> How it works:

TradingView Desktop runs on Electron (Chromium). Chromium has a built in debug interface called Chrome DevTools Protocol. It's off by default. One flag turns it on.

That's the door. Claude Code connects through it via an MCP server running locally on your machine.

Nothing touches TradingView's servers. No data leaves your machine. Everything runs on localhost.

Here's the setup, give Claude code this prompt and it does everything:

"Install the TradingView MCP server. Clone and explore https://t.co/4NApHd4Lyx, run npm install, add to my MCP config at ~/.claude/.mcp.json, and launch TradingView with the debug port."

Once it's done, verify:

"Use tv_health_check to confirm TradingView is connected."

Then just try:

"What's on my chart right now?"

That's the whole setup. Claude installs it. Claude runs it. You just describe what you want.

▫️What Claude can actually see

What Claude can read from your charts:

> Current symbol and timeframe
> Real-time OHLC and volume
> Up to 500 price bars
> All indicator names, IDs, and values
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> Data window values
> Order book depth
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> Screenshots of any chart region

The most useful part is it reads protected indicators too.

Pass a filter with the indicator name and you get back every price level, every text annotation, full table contents, every drawn zone.

"What levels is my NY Sessions indicator showing?"

it reads them.

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it reads that too.All of this data is already on your screen. This tool just makes it readable to an AI.

▫️ The Pine Script workflow

This is the part that changes everything for traders who code:

You describe what you want → Claude writes the Pine Script → injects it into TradingView → compiles it → reads the errors → fixes them → recompiles That loop runs until the script is clean.

The whole time Claude has full context of your chart and every indicator on it.

No more copy-pasting between VS Code and the Pine editor hunting type mismatches.

You can also:

→ Validate indicators (write it, compile it, read values back, check the math)
→ Loop through input parameters and test each one
→ Run the same indicator across multiple symbols and timeframes
→ Read strategy tester metrics after each compile

The actual workflow of verifying your indicators works instead of just assuming they do.

sharing the usecases of this workflow in my next post.. like & RT

[Xinay Bitcoin @xinaybitcoin]

@Shruti_0810 Claude

[Shruti Codes @Shruti_0810]

99% of people using Claude are doing it wrong.

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Follow me Must (so I can dm)
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Miss this → stay stuck prompting

[Ryan Hart @thisdudelikesAI]

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Releasing this indicator soon for FREE❗️

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[Chidanand Tripathi @thetripathi58]

Claude IS A GENIUS STOCK TRADER

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@TommiPedruzzi AI

[Akash Chaudhary @Akash17971]

MEGA DATA CENTRE BREAKDOWN POST 🔥🔥🔥

2047 Tax Breaks & 15% Safe Harbour: India’s Data Centre Mega Opportunity 🔥🔥

Top 40 Data Center & Proxy Stocks Powering India’s Data Center Expansion 🔥👇

1⃣ Core Infrastructure & Connectivity
Anant Raj: Rapidly pivoting from real estate to a tech-giant by aiming for 300MW+ capacity, with major operational hubs already live in Manesar and Panchkula.

Netweb Technologies: India’s premier high-end computing player, designing the AI-ready servers and liquid-cooled racks that form the "brains" of modern data centres.

RailTel: Building a unique "Edge Data Centre" network at 100+ railway stations to bring high-speed processing closer to Tier-2 and Tier-3 cities.

Tata Communications: Owns one of the world’s largest subsea cable networks, providing the critical international "highways" for exporting data from Indian shores.

Bharti Airtel (Nxtra): Their DC arm, Nxtra, is investing heavily to hit a 1 GW capacity target, making them one of the largest co-location providers for global hyperscalers.

Black Box: A global leader in digital infrastructure integration, helping hyperscalers design and deploy complex internal networking and cabling for massive DC campuses.

Techno Electric: A strategic play that combines EPC expertise with data centre ownership, recently partnering with RailTel to develop green-energy-powered edge sites.

HFCL: Supplies the high-density fiber optic cables required to connect server racks within data centres and provide last-mile connectivity to the grid.

2⃣ Power, Electrical & Grid Infrastructure
Hitachi Energy: Provides the high-voltage grid automation and substations necessary to stabilize the massive, uninterrupted power loads required by AI-heavy data centres.

GE Vernova T&D: A specialist in extra-high voltage transformers and grid solutions that allow data centres to draw power efficiently from the national grid.

Cummins India: The gold standard for mission-critical backup power, supplying the massive diesel/gas generators that ensure DCs stay online during grid failures.

TD Power: Manufactures specialized AC generators used in captive power plants and backup systems specifically designed for the continuous load of a data centre.

Siemens India: Offers end-to-end Data Centre Infrastructure Management (DCIM) software and hardware for automated power distribution and fire safety.

CG Power: Recently secured major export orders for power transformers specifically designed for global data centre projects, showcasing their high-spec manufacturing.

Kirloskar Oil Engines: Provides robust high-capacity power-gen sets that serve as the last line of defense for data centre "Tier-4" uptime certifications.

3⃣ Cables, Wires & Electrical Components
Polycab: Dominates the supply of fire-retardant, low-smoke (FRLS) cables that are mission-critical for the safety and wiring of dense server environments.

KEI Industries: Focuses on extra-high voltage (EHV) cables required to bring power from the utility substation directly to the data centre campus.

Finolex Cables: Expanding its fiber-draw capacity to meet the dual demand for both electrical power and high-speed telecom cabling within DC facilities.

Apar Industries: Innovating with E-beam irradiated wires that handle higher temperatures (up to 105°C), allowing for more power in space-constrained server racks.

RR Kabel: Supplies specialized building wires and power cables with superior heat resistance, essential for the high-density power distribution units (PDUs) in DCs.

4⃣ Cooling, HVAC & Thermal Management
Blue Star: Developed a specialized range of centrifugal chillers that can restart in just 15 seconds, ensuring servers never overheat during power transitions.

Voltas: A major EPC player for large-scale HVAC projects, managing the complex air-flow and cooling designs required for massive server halls.

KRN Heat Exchanger: A key beneficiary of the AI shift, manufacturing the coils and heat exchangers essential for "liquid cooling" systems in high-density DCs.

Amber Enterprises: Expanding its R&D into commercial HVAC and precision cooling, targeting the high-margin market for maintaining exact DC temperatures.

Thermax: Provides sustainable water-cooling solutions and waste-heat recovery systems, helping data centres reduce their "Power Usage Effectiveness" (PUE) ratios.

5⃣ EMS, Electronics & Hardware Manufacturing
Syrma SGS: A leading electronics manufacturer providing the PCBAs and controllers used in power management and cooling systems for data centres.

Dixon Technologies: Moving aggressively into server manufacturing, aiming to become the local production partner for global hardware giants.

Kaynes Technology: Setting up high-tech plants for semiconductor OSAT and PCB assembly, critical for the local production of server-grade electronics.

Avalon Technologies: Provides specialized hardware for power and communications, including the complex sub-assemblies found in high-speed server switches.

6⃣ EPC, Infra Execution & System Integration
Bondada Engineering: Recently signed MoUs to develop "Green Data Centres", combining renewable energy expertise with rapid-deployment telecom infrastructure.

Orient Technologies: Acts as a specialized IT infrastructure integrator, helping banks and enterprises set up their private clouds within third-party data centres.

Larsen & Toubro (L&T): The heavyweight of DC construction, offering "turnkey" services from civil engineering to the installation of complex electrical and mechanical systems.

KEC International: Leveraging its global footprint to build the transmission lines and civil structures required to bring power to remote data centre parks.

NCC: Involved in the heavy civil construction of massive "Data Park" shells, providing the physical scale required for India's 40-DC push.

7⃣ IT Services & Cloud Enablement
Persistent Systems: Specializes in modernizing legacy applications so they can run efficiently on the new-age cloud infrastructure being built today.

Coforge: Focuses on cloud migration and AI-powered optimization, helping global clients move workloads into Indian data centres to benefit from Budget 2026 incentives.

Aurionpro Solutions: Offers a "single-window" DC solution, from design engineering to 24x7 operations, recently securing major contracts for bank data centre upgrades.

Allied Digital Services: A global player in Managed Services (MSP), handling the day-to-day IT infrastructure management and remote monitoring for DCs.

HCL Technologies: Their "CloudSmart" strategy helps global Fortune 500 firms architect their hybrid-cloud setups using India as a primary data processing hub.

Tech Mahindra: Integrating 5G and Edge Computing, they build the software platforms that allow industries to use DC capacity for real-time AI applications.

India’s data centre build-out is no longer just a tech story - it’s becoming a long-term infrastructure cycle backed by policy support, capital access, and structural digital demand.

The real opportunity lies in identifying which players across the value chain can execute consistently as this multi-year expansion unfolds.

✅ Study the ecosystem. Track execution. Let numbers guide conviction.

Disclaimer: This post is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any securities. The stocks mentioned are shared for research and tracking purposes.

[Xinay Bitcoin @xinaybitcoin]

@Manu_Sisti Send

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏🏻.

Analyzing Kind of orders > Amount of orders.

Tracking, understanding and predicting what kind of order book the company can built over a period of next 5 years will make you a better investor and not only “Sales/PAT and PE calculations”.

Few weeks back there was too much noise for this co. Few weeks later we might see a different sentiments on X.

Holding this from 200/- levels and didn’t sell at 2000/- because looking into the business is more important than looking at the price.

Posted on twitter at 205/-

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe

Guruji's teachings on investing

A goldmine for all investors