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Domestic Satcom
Domestic Satcom
Author: Its real ALPHA
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Rare Earth Magnets : Export restrictions
Rare Earth Magnets : Export restrictions
Lean AI Leaders
Lean AI Leaders
Protected: Premium Stocks : 6-Jul-25
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Summary: NITI Aayog Chemical Industry Report (July 2025)
Summary: NITI Aayog Chemical Industry Report (July 2025)
Rare earth metals
Rare earth metals
Protected: Alpha 28
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India Opportunities for coming decade
India Opportunities for coming decade
AI enabled Medical Devices : Long term Trend
AI enabled Medical Devices : Long term Trend
Protected: Positional Stocks 30-June-25
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Protected: Positional Stocks 23-June-25
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Jewellery Market : Medium term trend
Jewellery Market : Medium term trend
PEB steel buildings market : Medium term trend
PEB steel buildings market : Medium term trend
Protected: Alpha Sunrise 14-Jun-25
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Sunrise: Welcome to Recycling world
Premium: Luxury FMCG Proxy
ALD series ( ALPHA LEARNER DAY)
ALD series ( ALPHA LEARNER DAY)
Mega Trend : India Equity, MF, AIF growth
Mega Trend : India Equity, MF, AIF growth
Protected: Positional Stocks 9-June-25
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Protected: Positional Stocks 1-June-25
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Protected: Positional Stocks 26-May-25
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EPC in Power transmission and distribution : Medium term trend
EPC in Power transmission and distribution : Medium term trend
Exports : Smartphones : Medium term trend
Exports : Smartphones : Medium term trend
Gold Vs Silver Comparison
Gold Vs Silver Comparison
Weight loss drugs market : Long trem trend
Weight loss drugs market : Long trem trend
Video Piracy
Video Piracy
Gig Economy : Medium term trend
Gig Economy : Medium term trend
Protected: Premium: Luxury FMCG Proxy
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Protected: Positional Stocks 26-Apr-25
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Protected: Premium Stocks : 26-Apr-25
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Global AI opportunity : Long term Trend
Global AI opportunity : Long term Trend
Long term trend : Recycled Rubber
Long term trend : Recycled Rubber
Protected: Alpha Sunrise 6-Apr-25
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Can India take tariff benefit!!
Can India take tariff benefit!!
Protected: Positional Stocks 31-Mar-25
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Bajna Chahiye Gaana
Bajna Chahiye Gaana
Make your diet Sugar free!!
Sugar free is the way forward!!
Subsidy race : Electronics Manufacturing
Subsidy race : Electronics Manufacturing
Luxury Housing
Luxury Housing
Medium term trend : GPU operation cost
Medium term trend : GPU operation cost
POWER POWER POWER
POWER POWER POWER
ReaaS and IaaS : New trend
ReaaS and IaaS : New trend
ePLANE
ePLANE
Some interesting Snippets from Q3FY25
Some interesting Snippets from Q3FY25
Protected: Alpha Sunrise 15-Feb-25
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ENGINE
ENGINE
Race!!
Race
SMR and AMR : New trend
SMR and AMR : New trend
SIP : only in undervalued Asset class
SIP : only in undervalued Asset class
Protected: Premium Stocks : 9-Feb-25
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Long term trend : Migration to low cost
Long term trend : Migration to low cost
Will rate cut happen?
Will rate cut happen?
Steel consumption in India
Steel consumption in India
Nuclear share
Nuclear share
Battery Free Phone
Battery Free Phone
AI Lab as a service : AILaaS
AI Lab as a service : AILaaS
Refurbished medical devices : no Athithi Devoh Bhavah
Refurbished medical devices : no Athithi Devoh Bhavah
Protected: Positional Stocks 20-JAN-25
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Food Delivery : Long term trend
Food Delivery : Long term trend
Notifications : Pick me up
Notifications : Pick me up
Protected: Positional Stocks 13-JAN-25
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Protected: Premium: HVACR Solutions
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Bond Yields
Bond Yields
Protected: Positional Stocks 5-JAN-25
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Egg freezing
Egg freezing
Northen Sea Route : Alternate Lane
Northen Sea Route : Alternate Lane
Protected: Alpha Sunrise 1-Jan-25
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Willow : under 5 Mins : Faster than Zepto
Willow : under 5 Mins : Faster than Zepto
Sunrise : Engineering Solutions provider – Strategy and Opportunities for FY26 and FY27
Sunrise : Engineering Solutions provider - Strategy and Opportunities for FY26 and FY27
Protected: Positional Stocks 30-Dec-24
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Open AI in Drones and Defense
Open AI in Drones and Defense
Protected: Investment Insights: Transformer proxies
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Demograhic advantage declining
Demograhic advantage declining
Protected: Premium Stocks : 25-Dec-24
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Protected: Exploring Ajooni Biotech’s Growth in Animal Healthcare
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Protected: Investment Insights: BMW Industries Growth Outlook
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PLI Schemes in ESDM
PLI Schemes in ESDM
Insights into Indian Jewelry Market and LGD
Insights into Indian Jewelry Market and LGD
Protected: Comprehensive ICT Solutions provider
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Scaling or experimenting
Scaling or experimenting
Protected: Positional Stocks 16-Dec-24
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CRDMO : Getting pace on growth
CRDMO : Getting pace on growth
Protected: Positional Stocks 9-Dec-24
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Demat growth Slows down : Short term trend
Demat growth Slows down : Short term trend
Weight gain
Weight gain
Heat Exchanger Market : Medium trend market
Heat Exchanger Market : Medium trend market
Record Capex by Internet firms
Record Capex by Internet firms
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
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