Tom riddle

#wipro How come the board decide to buyback when IT is in danger. 15000 Cr would have created a 1 Lac CR firm if invested in defence, data centre, cloud computing, quantum communications, space innovation.

Adding #sammaancap slowly. Next 2-3 Qtrs will show real colours. Stock not up bcz inclusion from F&O and due closer of open offer.

Promoter stake reducing continuously. Promoter stuck in exicom. Now group diversifying in defence where there revenue is less than 250 Cr. Now glass preform prices up by 80-100% so expect 6-7 % margin pressure ex over & above polymer prices.

Hlaf retailers didn’t took the position in #stltech as they found #hfcl was better or didn’t trust. Meanwhile they have no idea that hfcl was showing paper profit in last 2 years. Otherwise they wouldn’t have done 3 QIP . There debt is up, receivables are up significantly.

Can people and gov stop working for welfare of livings and start working for war footing. So people think they cab live ok defence stocks.

@trumpet_do85280 Will read that

@tomrid01 Brother cover shree refigration also

Tight your seat belts, STL will launch fully data center solutions in next week. #stltech

@Vansh00108 Bro invest only if you could hold by 2030. Its stock market. I am holding this one since 2021. I cannot comment over short term.

@tomrid01 Brother I have taken entry at 258 Please alert me if you see anything concerning

NSE & BSE ke kutte soch rahe honge #stltech ko badne se kese roka jaye 😂😂 Even 5 % circuit is unjustified why it is being put when two 10 % consecutive circuits didn’t happen.

Whatever that metal prices are rising, which will be unsustainable. Higher prices will bring industry wise slow down. Well everything is connected. After certain point, i expect big slowdown in capex and fall in market. Current market run up will brust in next qtr.

@PULSEOFPROFIT10 Cutye ko koi samjao stltech OFC capacity is 50 mF KM. 😂😂

India’s Optical Fibre story is shaping into a clear duopoly 📡 🔹 Sterlite Tech Ltd. → 34M fkm capacity 🔹 HFCL → scaling to 42.36M fkm 👉 Together control ~70% of the industry What stands out: • Aggressive capacity expansion • Strong capex pipeline ($30M+ annually) • Rising demand from 5G, broadband & digital infra Meanwhile, peers like Finolex Cables & Birla Cables are investing—but still far behind in scale. 👉 Optical Fibre is becoming a high-entry-barrier, scale-driven industry Big capacity = Bigger market share = Stronger pricing power 📈

I expect slower release of funds to states, centre projects due to widening deficit and higher cost. All PSUs except defence, BSNL related exposure Cos, Railway related exposure Cos. Indias growth to be lower & near by 6 % this year. I most out-beat on AI, power & defence.

In the market, how retailers lost big money that they earned from covid times. They invested in gov capex companies such as railway, telecom or PLI. Now they lost more and will lose more. Expect gov capex to be slow or delayed. Stay away from railway, BSNL, electronics.

@SnehaSSR Those doesn’t know abcd of telecom should not speak who is leading pack. It should be read as that any business with gov is not good at all.

🚨 Telecom Spending Boom = Next Big Opportunity? 📡🇮🇳 Govt is pumping ₹73,990 Cr (+40% YoY) into Telecom & Digital Infra — this is where smart money is flowing 👇 🔹 BSNL 4G/5G Rollout → TEJASNET | HFCL | ITI | SUYOG 🔹 BharatNet Fiber Expansion (₹65K Cr) → HFCL | STLTECH | VINDHYATEL | ITI 🔹 5G Towers & Infra Push → HFCL | TEJASNET | SUYOG 🔹 Data Centres + Semicon Mission → STLTECH | OPTIEMUS | HFCL 📊 Who’s leading the pack? 🥇 HFCL (maximum exposure across segments) 🥈 TEJASNET 🥉 STLTECH 💡 Simple Insight: Where govt spends → sectors outperform → stocks follow 📈 Missed Power / Railways rally? 👉 Telecom infra could be the NEXT big theme 🚀 #TelecomSpending #StockMarketIndia #InvestSmart #Multibagger #5G

@PULSEOFPROFIT10 Stl has 50 mn kn fiber capacity 😂

India’s optical fiber story is just getting started 🚀 • Industry to grow at ~12% CAGR (FY25–32) • Exports: $350M → $1B by 2030 • Global share: <5% → ~15% And the structure is tightening: ➡️ HFCL + STL control ~70% of the market 📊 Backed by: • AI & data center boom • Rising global demand • Aggressive capacity expansion Big takeaway: India is moving from a domestic player → global export hub in fiber 🌍

@Vansh00108 Its share market kuch bhi ho sakta hai.. Internal feeling to hai ki ye rock karega. All star aligning. Debt at lowest, new cashflow may bring it to net cash positive in next 1-2 year. Hollow core fiber & MCF are future now.

@tomrid01 Bhai jb bhi fall ayega ya ye rukega mai 1000 share utha lunga agar loss hua toh dekh lena

While glass preform shortage across the globe. #stltech has one of the worlds biggest plant in India. Why share is rising, retailers should know. It can produce eq 50 Mn fiber KM. Almost entire India demand.

@annukannu @thechartist26 Your broker will buy it or refund you at close price.

@thechartist26 I also bought on 9 april but not received it yet. Raised a ticket

I haven't faced this situation before, but I have received another DM about it. If anyone else can guide here

@ShridhantS Is chirnad se pucho, how anantraj will get benefited 😂

India’s #datacentre market is set for a sharp expansion, with its size projected to more than double from$10 billion in 2025 to $22 billion by 2030,according to a report by Vestian. Listed space⤵️ Netweb E2E Black Box Anant raj Marine & Many more fortuneindia.com/auto/indias-da…

@saagarwa @139 Yes isi ka fayda uathaya jaye

@tomrid01 Sammaan...open offer will start @139, maybe not much movement till open offer closes

Sold again #hfcl 😅added #sammaan