Record Capex by Internet firms
Record Capex by Internet firms
Record Capex by Internet firms
Author: Its real ALPHA
#Investor # Reader #Marathoner #Cyclist #Foodie #Traveler
#Helping people in Finances
Protected: Positional Stocks 2-Dec-24
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Protected: Alpha Sunrise 2-Dec-24
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Telecom Towers : Medium term trend
Telecom Towers : Medium term trend
Panama and Suez Transits : Disruption
Panama and Suez Transits : Disruption
Data centers India : Long term trend
Data centers India : Long term trend
US CHIPS act : WIP
US CHIPS act : WIP
Protected: Positional Stocks 25-nov-24
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Expanding GAS
Expanding GAS
City bus going electric in Europe
City bus going electric in Europe
Maximum care in Metros : Max Healthcare
Maximum care in Metros : Max Healthcare
Predictive maintenance : Long term trend
Predictive maintenance : Long term trend
Driverless : New Trend
Driverless : New Trend
Screen time > 25% : Digital Trends
Screen time > 25%
20 becoming new 10 : FMCG
20 becoming new 10 : FMCG
2380 by 2038
2380 by 2038
Protected: EPC Solutions and High Voltage Engineering
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Battery Innovation
Battery Innovation
EV 2W
EV 2W
Drivers of energy Transition
Drivers of energy Transition
Protected: Investing in Proxy to Data center and Digital Infrastructure
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Data centers : Country wise
Data centers : Country wise
India’s rise to consumption
India's rise to consumption
Protected: Premium Stocks : 16-Oct-24
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Protected: Positional Stocks 13-oct-24
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Virgin Polyester vs Other Fibres
Virgin Polyester vs Other Fibres
Liquid vs Air cooling : Data Center
Liquid vs Air cooling : Data Center
Gold Shine on or off!!
Gold Shine on or off!!
Protected: Alpha Sunrise 7-oct-24
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Investing in Jash engineering : Strong Order Book and Market Outlook
Investing in Jash engineering : Strong Order Book and Market Outlook
Protected: Positional Stocks 30-Sep-24
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Protected: Positional Stocks 23-Sep-24
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Investing in Likhitha Infra: Strong Order Book and Market Outlook
Investing in Likhitha Infra: Strong Order Book and Market Outlook
Dark stores : Medium term trend
Dark stores : Medium term trend
Protected: Positional Stocks 15-Sep-24
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Active satellites
Active satellites
Largest Li-ion Battery Recycling in Europe
Largest Li-ion Battery Recycling in Europe
Protected: Positional Stocks 9-Sep-24
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Air flow into new age industries
Air flow into new age industries
EV efficiency
Drone startups
Drone startups
Q1FY25 Confall, Annual Reports Update –NETWEB
Q1FY25 Confall, Annual Reports Update --NETWEB
Astra Microwave : Key points from Q1FY25 confcall and AGM
Astra Microwave : Key points from Q1FY25 confcall and AGM
Quick Commerce is Quickly growing!!
Quick Commerce is Quickly growing!!
Time is your edge
Time is your edge
AI impact on travel
AI impact on travel
Protected: Positional Stocks 26-Aug-24
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Marching Towards The Greener Future
Marching Towards The Greener Future
Protected: Proxy to Industrial Capex
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Protected: Alpha Sunrise 25-Aug-24
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Few stocks updates
Few stocks updates
Hardware Security Module : Long term Potential
Hardware Security Module : Long term Potential
Cyber security : Long term trend
Cyber security : Long term trend
Spending has slowed down
Spending has slowed down
Ola Electric : Screaming Balance sheet
Ola Electric : Screaming Balance sheet
Protected: Positional Stocks 18-Aug-24
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Forehead lines
Forehead lines
rPET : Long term trend
rPET : Long term trend
Recession Indicator
Recession Indicator
Health insurance premiums : Medium term trend
Health insurance premiums : Medium term trend
Multi Modal Logistics Parks : New trend
Multi Modal Logistics Parks : New trend
Foreign Medical tourism : India
Foreign Medical tourism : India
Cost is never a concern : Olympics
Cost is never a concern : Olympics
CHUKh CHUKh RAILGAADI
Emerging Defense company
Hindenburg 2.0 : Its Sebi
Hindenburg 2.0 : Its Sebi
Mcap to GDP : India
Mcap to GDP : India
Free lunch
Free lunch
Delhi vs Bengaluru
Delhi vs Bengaluru
Down and Down : Li-ION battery prices
Down and Down : Li-ION battery prices
FPI vs DII vs Retail
FPI vs DII vs Retail
CV Market Projections : India
CV Market Projections : India
Graveyards for Retired planes
Graveyards for Retired planes
PFBR : Way foward for nuclear energy
PFBR : Way foward for nuclear energy
One piece
One piece
What GIGA can do!
What GIGA can do!
Protected: Positional Stocks 4-Aug-24
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Valiant Communication Updates
Valiant Communication Updates
SMR : Way forward
SMR : Way forward
Avantel AGM 2024 2025 2026: Key points
Avantel AGM : Key points
Robo taxis
Robo taxis
We are NOT KIND to peers
We are NOT KIND to peers
Generative AI
Generative AI
Wind orders : On uptrend
Wind orders : On uptrend
Tactital Training importance
Tactital Training importance
Protected: Alpha Sunrise 28-Jul-24
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Protected: Positional Stocks 28-Jul-24
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FDI inflows
FDI inflows
Budget 2024-25 focus areas
Budget 2024-25 focus areas
PMI Manufcaturing
PMI Manufcaturing
Costlier or Cheaper
Costlier or Cheaper Budget Fy25
SME : Adopting CLOUD
SME : Adopting CLOUD
Protected: Positional Stocks 22-Jul-24
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Cloud Usage : Future Plans
Cloud Usage : Future Plans
LOANS (LAP)
LOANS (LAP)
Battery Aadhar System : Recycling
Battery Aadhar System : Recycling
ONDC vs online Delivery
ONDC vs online Delivery
100 billion USD by 2030
100 billion USD by 2030
GSaaS
GSaaS
Protected: Positional Stocks 15-Jul-24
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Innovation in tech trends
Innovation in tech trends
Emerging Defense company
Emerging Defense company
Emerging Fintech company with SaaS
Emerging company in GIS and Manufacturing solutions
Protected: Emerging company in Electronics manufacturing
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Protected: Positional Stocks 7-Jul-24
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OTA Decade
OTA Decade
Office stock
Office stock
Diplomatic metal
Diplomatic metal
Its not over until its over : Hindenburg Saga
Its not over until its over : Hindenburg Saga
Roads Network
Roads Network
ALPHA LEARNERS – Mentorship Program Jul-24
MENTORSHIP PROGRAM Art and Science of Investing
Smart city Proxy
Smart city Proxy
New Company Registrations : Medium term trend
New Company Registrations : Medium term trend
EV : Is trend changing
EV : Is trend changing
Protected: Positional Stocks 29-Jun-24
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MNC : Losing pharma battle
MNC : Losing pharma battle
We are not ready for AI
We are not ready for AI
Data center : Long term trend
Data center : Long term trend
AI navigation map : New trend
AI navigation map : New trend
Commercial vessels
Commercial vessels
Protected: Positional Stocks 23-Jun-24
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GenX Praj
GenX Praj
IPO BOOM BOOM B…o..o..M
IPO BOOM BOOM B...o..o..M
SaaS : Tough times behind?
SaaS : Tough times behind?
Emerging company in GIS and Manufacturing solutions
Emerging company in GIS and Manufacturing solutions
Protected: Premium Stocks : 15-Jun-24
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Protected: Positional Stocks 16-Jun-24
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Rise and Rise of individual investors
Rise and Rise of individual investors
Reality check
Reality check
CBO : Medium term trend
CBO : Medium term trend
Cigar Butt Stocks
Cigar Butt Stocks
Bring us to the table
Bring us to the table
Protected: Positional Stocks 9-Jun-24
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Agneepath
Agneepath
Deleveraging
Deleveraging
Emerging trend : Airports Pax
Emerging trend : Airports Pax
Mergers and Acquisitions
Mergers and Acquisitions
Cryosceintific
Cryosceintific
Best Chalkboard decision may not be the best
Exports declining
BHEL to GAIL : Electrolyser
3D printed Engine
Luxury Projects : Long term trend
Protected: Positional Stocks 28-May-24
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Astra Microwave
Defense company in RF and Microwave applications
VIVO !!! Growing Smartly
NCLT and PSB : Gehra Naata
Protected: Positional Stocks 21-May-24
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Lock-In Expiry : IPO
Pharmacy Density
Pharmacy Density
Jal Jeevan Mission JJM
Jal Jeevan Mission
Luxury watches : HNI connection
Luxury watches : HNI connection
Agrifood Emitters
Agrifood Emitters
Commercial Vehicles market
Jupiter Wagons
Jupiter wagons
Gold Medal
Robusta Robustness
GDP vs Steel Demand
API imports
API imports
Gati Shakti
Gati Shakti
Savita Oil : Oiling is important
Savita Oil : Oiling is important
Protected: Positional Stocks 28-Apr-24
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Silver supply
Silver supply
World First CNG Bike
World First CNG Bike
Welcome Japanese
Welcome Japanese
100% and more literally?
100% and more literally
eVTOL : Emerging trend
eVTOL : Emerging trend
Overtaking in 3W
Overtaking in 3W
Onsite : Offsite : Medium term trend
Onsite :Offsite : Medium term trend
Import of Organic Chemicals
Import of Organic Chemicals
Direct tax collection
Direct tax collection
Underwhelming PLI
Underwhelming PLI
Shipbuilding chinese way
Shipbuilding chinese way
GIS : 90% bachat
GIS : 90% bachat
Retirements : Coal Power
Retirements : Coal Power
Pharma Boost
Pharma Boost
Dr. Copper
Dr. Copper
Gen AI
Gen AI
Protected: Positional Stocks 14-Apr-24
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Inox India
Inox India
Pushing the CHIPS
Pushing the CHIPS
Thermal power is still a king
Thermal power is still a king
Silver Demand : Long term trend
Death Rate : Nuclear winning
Death Rate : Nuclear winning
UNICORNS Changing Fast
UNICORNS Changing Fast
TESLA EV : RIL
TESLA EV : RIL
Ageing effects
Ageing
ALPHA LEARNERS – Mentorship program Apr-24
MENTORSHIP PROGRAM Art and Science of Investing
What’s Repeatable
What's Repeatable
Just 2 minutes : Nuke
Just 2 minutes : Nuke
Life Vs NonLife Insurance : Medium term trend
Life Vs NonLife Insurance : Medium term trend
Protected: Positional Stocks 7-Apr-24
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Gaming and Casino : Who wins in Evading GST
Gaming and Casino : Who wins in Evading GST
Solar Panel –Sunset happening
Solar Panel --Sunset happening
ZERO
ZERO
OVER(Weight)
OVER(Weight)
Coming Back : Semiconductors
Coming Back : Semiconductors
Breeder Reactor
Breeder Reactor
Tech revolution aftereffects
Tech revolution aftereffects
Shore to Shore
Shore to Shore
Yahi hai Right Choice : India
Yahi hai Right Choice : India