Ajay Surya

to my impending Tara, every single time that breeze of loneliness tingle me, I go back to humming “agar tum saath ho” and I so want to cry “pal bhar thahar jao” to you but just can’t. #6yearsoftamasha #ImtiazAli #Tamasha

@tushar9590 Share

Do you use chatgpt, Grok to analyse the companies? Drop in the comments if you need some prompts for thorough analysis before going deeper into concalls & other stuff. Will try to share with an example.

@tushar9590 Inox India too

AGI GREENPAC

Future wars won’t be won by strength, but by speed, precision, and intelligence.🚀 The economics of warfare is shifting fast, $20,000 drones are challenging $4 million defence systems. The objective is no longer dominance, but disruption, making defence economically unsustainable. India’s response reflects both scale and intent. For investors, this is more than defence - it’s a structural shift driven by policy, indigenisation, and deep-tech capability. India isn’t catching up. It’s building forward. @arvind_kothari @KabraGunjan @csvikramsharma #keyurvadaliya #Defence #Warfare #Geopolitics #Aerospace #Technology #QuantumTechnology #Drones #Indigenisation #MakeInIndia #Niveshaay

had a problem waking up early. solved it by staying up late

We just dropped our most in-depth webinar yet, part of our Sector Playbook Series. India’s Aerospace & Defence sector is not just growing. It’s following a proven wealth-creation blueprint.🛡️ Global supply chains are shifting. The West is constrained. India brings the trifecta: Skilled capability, structural cost advantage, and strong policy backing. The numbers say it all: ₹7.84 Trillion defence budget. ₹3.3 Trillion procurement pipeline. 15x export growth since FY14. This is a multi-trigger, self-reinforcing cycle- where policy, demand, and execution are all compounding together.🚀 👉Watch the full webinar here: youtu.be/iA_FLpN8ZZ8 @arvind_kothari @KabraGunjan @csvikramsharma @KaranSanwal48 #KeyurVadaliya #RajAgrawal #AerospaceAndDefence #IndiaInvesting #Niveshaay #DefenceStocks #Atmanirbhar

my mood is happy when CSK wins. simple

The memory chip powering your phone is now competing with an AI data center. And the AI data center is winning. Consumer electronics, once commanding 65–80% of memory consumption are being crowded out by AI data centers projected to consume nearly 70% by 2026. The knock-on effect is already here: 📈 Memory prices up 3–4x 💻 PC prices expected to rise 17% 📱 Smartphone prices up 13% 📦 Shipment volumes declining 8–10% And supply isn't helping Samsung, SK Hynix, and Micron control 93% of global production, and they're prioritising AI-linked demand. When leaders like Elon Musk and Tim Cook start talking constraints, you know a structural shift is underway. But disruption creates its own solutions. Refurbished electronics are no longer the budget option; they're becoming the structurally smart one. A parallel economy built on reuse and price efficiency is quietly emerging, and it carries real layers of investor opportunity. Is refurbishment the new default, not the alternative? We explore the full picture in our latest blog : shorturl.at/qz06a @arvind_kothari @KabraGunjan @csvikramsharma @ChandreshMalpa #Investing #Refurbishment #Electronics #Electronicrefurbishment #Memorychip #AI #DRAM #Datacenter #Niveshaay

You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️

Worth investing your time :) Do register and attend.

Visiting Mumbai after a long, long time. The iconic Kaali Peelis are gone, and tech bros say AI is disrupting the rest of the world. But, I am confident that MumbAI (and I) will survive just fine🌆 #mumbAI #claude #anthropic #techhumour

Behind every strong navy lies a stronger shipbuilding ecosystem. As geopolitics shifts toward maritime dominance, nations are strengthening naval fleets to secure trade routes and energy corridors, evident in how Iran’s position over the Strait of Hormuz influences global oil flows. India is leaning into this shift with rising naval investments, faster fleet expansion, and a decisive move toward indigenous shipbuilding post INS Tamal. This marks a structural transition from foreign dependency to domestic capability. With the naval budget rising from ₹45K Cr in FY20 to ₹97K Cr in FY26 and a ~₹4,780+ Bn modernisation pipeline, shipbuilding is emerging as a powerful industrial growth engine. For investors, this is more than defence, it’s a long-cycle industrial opportunity spanning core players and a deep ancillary ecosystem. @arvind_kothari @KabraGunjan @csvikramsharma #IndianNavy #Shipbuilding #Geopolitics #MakeInIndia #Capex

why am I becoming into a “hurt first, heart later” person

The comparison that ended way back in 2023 by the head coach of India. The best way to shut down 'ABCD' riders😭

India, the second-largest importer of LPG, consumed 33.15 million metric tonnes of cooking gas last year. Nearly 85–90% of that supply passes through the Strait of Hormuz, making it a critical route for India’s energy security. 🇮🇳 Amid rising geopolitical tensions, India is reducing dependence on the Gulf by diversifying crude supply from Russia, West Africa, the Americas, Central Asia, Canada, and the non-Gulf Middle East. Domestically, refiners such as Indian Oil Corporation, Hindustan Petroleum Corporation, and Bharat Petroleum Corporation have been asked to maximise LPG production using available propane and butane. 🏭 With households consuming 6–7 LPG cylinders a year, a refill roughly every 50–55 days, the government has invoked the Essential Commodities Act to prioritise gas allocation for domestic use. The strategy is clear: • Diversify supply • Strengthen domestic production • Reduce exposure to regional disruptions📊 Because behind every kitchen flame lies a global energy supply chain that must remain resilient.🌐 @arvind_kothari @KabraGunjan @csvikramsharma

"Coach Sahab smile looks great on u." Not a trace of bitterness or insecurity in his heart. As pure as one can be.

years later when I recall about this world-cup, my favourite memory will be seeing Dhoni again #IndiaVsNewZealand #T20WorldCup2026final #T20WorldCup #dhoni

@soicfinance x.com/ajaysurya37/st…

NUBEQA continues to scale rapidly for Bayers Supply chain: Acutaas (5 intermediates, India+Primary supplier), Navin (Fluorinated intermediates) → Fermion (API synthesis, Finland) → Orion (finished tablets, Finland) → Bayer(global commercialisation) → Patient

For ACUTAAS- By FY28, the goal is 1,000 crores from the CDMO segment. This will be driven by: ✅ The Nubeqa ramp-up ✅ 2–3 additional CDMO molecules currently in the pipeline (projected at 100–150 crores each)

Bayer's guidance reaffirms Orion growth. Orion's growth should flow down to Acutaas. Acutaas provides 5 intermediates and remains primary supplier to Fermion (Orion's Subsidairy) As Nubeqa/Bayer/Orion scales, so does Acutaas through their dedicated Ankleshwar block.

While Bayer’s blockbuster success with #Nubeqa is often the main headline, in reality, the growth that matters for #Acutaas doesn't depend on Bayer’s marketing—it depends on Orion’s supply architecture. Let's break down the mechanics👇 Disclosure: Invested & Biased #investing