Data Center

Liquid cooling : Fluid transfer solutions

Liquid cooling : Fluid transfer solutions

Electric Vehicles

Sona BLW 2.0

Sona BLW 2.0

Uncategorized

ideaFORGE : Key snippets from AR2026 : BUILT DIFFERENT : built for the future

ideaFORGE : Key snippets from AR2026 : BUILT DIFFERENT : built for the future

Shipping · Stocks

CFF : Indigineering : Key Snippets from AR2026

CFF : Indigineering : Key Snippets from AR2026

Electronics · Stocks

Data Patterns 2026 Annual report and Q4FY26 : Eye catching snippets : BUILDING A SELF-RELIANT INDIA

Data Patterns 2026 Annual report and Q4FY26 : Eye catching snippets : BUILDING A SELF-RELIANT INDIA

Green Energy

Green Hydrogen for defense

Green Hydrogen for defense

Electronics · Robotics

Aeroflex 2026 Annual report : Eye catching snippets : Engineering the NEXT Intelligence

Aeroflex 2026 Annual report : Eye catching snippets : Engineering the NEXT Intelligence

Automobiles

Krishna Defence 2026 Annual report : Eye catching snippets : Engineering the Future of Defence

Krishna defence Annual report : Eye catching snippets

Automobiles

Sona BLW 2026 Annual report : Eye catching snippets :From Roads to Rails to Robotics

Sona BLW Annual report : Eye catching snippets

Recycling

Metal Scrap recycling : Long term Trend

Metal Scrap recycling : Long term Trend

Recycling

Paradigm Shift happening in Recycling Sector

Paradigm Shift happening in Recycling Sector

Robotics

Breakdown of Humanoid components cost in % terms

Breakdown of Humanoid components cost in % terms

Stocks

Avalon : Unique positioning

Avalon : Unique positioning

Medium Term trend

ESDM market : Medium term trend

ESDM market

Medium Term trend

Datacenter liquid cooling : Medium term trend

Datacenter liquid cooling : Medium term trend

Automobiles

China Luxury Cars Apetite

China Luxury Cars Apetite

Medium Term trend

India Anode demand : Medium term trend

India Anode demand : Medium term trend

Medium Term trend

Data Centers Liquid cooling : Medium term trend

Data Centers Liquid cooling : Medium term trend

Stock Markets

DII vs FII

DII vs FII

Automobiles · Robotics

Robotaxis : Future is here

Robotaxis : Future is here

Electronics

ESDM market and India’s % share

ESDM market and India's % share

Manufacturing · Medium Term trend

Scaffolding : Medium term trend

Scaffolding : Medium term trend

Medium Term trend

Medium Term trend : TMS Market

Medium Term trend : TMS Market

Metals

Outlook for silver demand

Outlook for silver demand

Short term trend

Aviation Market : Short term trend

Aviation Market : Short term trend

Medium Term trend

Data center Capacity Demand : Medium term trend

Data center Capacity Demand : Medium term trend

Medium Term trend

PEB industry : Medium term trend

PEB industry : Medium term trend

Health · Medium Term trend

Medium Term trend : Healthcare products

Medium Term trend : Healthcare products

Medium Term trend

Animal Health Market : Medium term trend

Animal Health Market : Medium term trend

Uncategorized

Happy New Year 2026

Anything changes on 1st Jan? Yes, we all add some resolutions!! What’s mine then for 2026 Focus Focus Focus But Where? Focused Execution 2026 is the year where the base of next 4-5 years is being formed We cant go wrong in base formation What I am doing? Concentrating my bets How? By removing the… Continue reading Happy New Year 2026

Medium Term trend

Ice Cream Market : Medium Term Trend

Ice Cream Market : Medium Term Trend

Medium Term trend

Helmet Mkt : Medium term trend

Helmet Mkt : Medium term trend

Commodities

2nd Largest commodity : Coffee

2nd Largest commodity

Interest Rates

Recessions and Federal Reserve cuts

Recessions and Federal Reserve cuts

Medical · Medium Term trend · Travel

Medical tourism : Medium term trend

Medical tourism : Medium term trend

Electronics · Medium Term trend

Wearables : Medium term trend

Wearables : Medium term trend

Technology

Google vs OpenAI

Google vs OpenAI

Health · Long term trend · Medical

Healthcare Spending : Long term !!

Healthcare Spending : Long term !!

Alternative assets

Gold Vs USD share

Gold Vs USD share

Renewables

Thin Glass : New trend

Thin Glass : New trend

Metals

Rare earth metals : Story too far

Rare earth metals : Story too far

Infrastructure

Energy conglomerates commitment

Energy conglomerates commitment

Long term trend

Pediatric : Long term trend

Pediatric : Long term trend

Economy

HIRE : Biggest threat looming around !!

HIRE : Biggest threat looming around !!

Medium Term trend

Mobile Gaming : medium term trend

Mobile Gaming : medium term trend

Infrastructure

Port capacity trend

Port capacity trend

Technology

Rategain 2025 Annual report : Eye catching snippets

Rategain 2025 Annual report : Eye catching snippets

Technology

Revolutionizing Steelmaking : Complete Robotic solution in Caster

Revolutionizing Steelmaking : Complete Robotic solution in Caster

Environment · Stocks

Rare Earth free motors : New Trend

Rare Earth free motors : New Trend

Mega trends

Organised (from unorganised) : Mega trend

Organised (from unorganised) : Mega trend

Electronics

Semiconductor market

Semiconductor market

Education

Overseas education spending : Long term trend

Overseas education spending : Long term trend

Art

Human vs AI articles : who is winning

Human vs AI articles : who is winning

Economy · Interest Rates

Food inflation

Food inflation

Electric Vehicles

EV penetration and EV Charger per 4W

EV penetration and EV Charger per 4W

Stock Markets

22 learnings of my stock journey

22 learnings of my stock journey

Technology

E2E 2025 Annual report : Eye catching snippets

E2E 2025 Annual report : Eye catching snippets

Long term trend

Dessertsindia : Long term trend

Dessertsindia : Long term trend

Twitterfeed

Kill That ITCH

Kill That ITCH

Medical

Global Orthopaedic Market

Global Orthopaedic Market

Defense

Buyer to builder

Buyer to builder

Shipping · Travel

Cruise tourism : Emerging Trend

Automobiles

Time technoplast 2025 Annual report AND AGM 2025 : Eye catching snippets

Time technoplast 2025 Annual report and AGM 2025 : Eye catching snippets

Automobiles

Avalon 2025 Annual report : Eye catching snippets

Avalon 2025 Annual report : Eye catching snippets

Failures

Alcohol is BAD

Alcohol is BAD

Nuclear energy

Thor(ium)

Thor(ium)

Electrification

T&D EPC market

T&D EPC market

Failures

CEO ousters

CEO ousters

Uncategorized

GCC growth

GCC growth

Long term trend · Shipping

Maritime Development : Long term trend

Maritime Development : Long term trend

Stocks

Time technoplast : Triggers ahead

Time technoplast : Triggers ahead

Startups

AI startups

AI startups

Space

Indigenous commerical EO satellite

Indigenous commerical EO satellite

Electrification

Long term trend : Power Products

Long term trend : Power Products

Defense

DAC clearance : Who can benefit

DAC clearance : Who can benefit

Medical · Pharma

Innovator CDMO market

Innovator CDMO market

Stock Markets · Stocks

20 Opportunities in mid 2025

20 Opportunities in mid 2025

Electronics · Stock Markets · Stocks

SYRMA SGS

We have covered this company earlier at https://alpha-affairs.com/2023/05/07/company-at-y2k-moment/ SYRMA SGS Manufactures various electronic sub-assemblies, assemblies and box builds, disk drives, memory modules, power supplies/adapters, fiber optic assemblies, magnetic induction coils and RFID products, and other electronic products. The company is a part of Tandon Group with Sandeep Tandon as chairman of the company. Its manufacturing… Continue reading SYRMA SGS

Long term trend

Clinical Trials : Long term trend

Clinical Trials : Long term trend

New trend

Pets insurance

Pets insurance

Metals · Recycling

Metal scrap!! Emerging industry

Metal scrap!! Emerging industry

Stock Markets · Stocks

New CEO

New CEO

Medium Term trend

LIDAR : Medium term trend

LIDAR : Medium term trend