Ravi Kumar

Breaking: UAE will store up to 30 million barrels in India’s Strategic Petroleum Reserve after PM Modi’s visit

>>Supply shortage… specialty optical fiber prices spike 10x • Q1 export volumes across multiple optical fiber, optical cable, and optical module product lines posted double-digit YoY growth, with order books at several Chinese suppliers already booked out through 2028. Specialty optical fiber ASPs have risen 10x over the past year, yet supply still cannot keep pace with demand. Orders are up 4x YoY while capacity-constrained shipments have only doubled, prompting customers to pre-pay deposits to secure capacity allocation. • Optical module exports — the components handling optical-to-electrical signal conversion — continue to expand in parallel. Q1 optical module exports grew ~30% YoY. The 1.6T optical module produced by one Wuhan-based supplier has emerged as the most sought-after product overseas, capable of transmitting the equivalent of 95 2GB movies per second at roughly $1,000 per unit. • As global AI data center and compute hub buildouts accelerate and bandwidth demand grows exponentially, China’s optical communications industry is emerging as a critical node in the supply chain. Chinese firms now hold >70% of the global optical module market and >60% of the optical fiber market, and are rapidly expanding their competitive footprint in leading-edge categories including hollow-core fiber (HCF), high-speed optical modules, and ultra-high-speed interconnect modules.

#LIVE | #KnowYourCompany | KYC में आज बात करेंगे #MTAR टेक के MD पी श्रीनिवास रेड्डी से और फंडा मेंटल आइडिया के लिए मयूरेश जोशी से @AshVerma111 @MtarLtd @mayureshm_joshi twitter.com/i/broadcasts/1…

Financial loss in the markets is a small loss , really loss is the opportunity loss , Madhu Kela In my opinion , this is what I agree with very much, cost of being contrarian and mapping that to the opportunity cost of a back ended and non consequential returns is not worth it , but it is very important to gauge this when you think about portfolio construction , It goes a long way to incremental returns source:@moneycontrolcom

@Shashank1171 @YourShami Exactly !

Q4 FY26 has been the first impressive earnings print for #MTARTECH just like #STLTECH and #HFCL. A stock that once delivers is no longer a speculative bet and attracts a lot of institutions sitting on sidelines waiting for the numbers to match narrative. It might look extended because you bought it cheap but reality is a stock at each stage attracts a buyer of different risk and return profile.

MTAR Tech Up 7% After A Good Set Of Q4FY26 Earnings | CNBC TV18 youtu.be/WhyTM9SP3xY?si… @Shashank1171

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परहित सरिस धर्म नहिं भाई

@Shashank1171 Superb !! 🤣

Paisa kamane vale kamayenge bubble vale bubble gum kha ke sirf baloon fullaenge. Keep this in mind!

Agree! #MTARTECH

MTAR Technologies FY27 revenue growth guidance from 50% to 80% plus or minus 5%, with EBITDA margins expected at approximately 24%

Wonderful podcast: If a retail investor wants to develop a process of investing of his own..must listen. Best part is last half an hour where he explains in simple terms about spirituality. Really impressed 🙏 Thank you @_soniashenoy @SamitVartak youtu.be/-nzo0RcwQkg?si…

12 Signs you're actually a Better Person than you Think you are : Thread 📌

@shiladitya4u @TribhavC Market is the ultimate supreme.

@TribhavC bhai, moat hai - agree Orderbook strong hai - agree So, any valuations is good? Should it trade at 10000 or 20000? Question is not moat or orderbook, question is valuations. Anyways

MTAR Tech According to me, For a stock trading at absolutely crazy valuations, This is disastrous results from MTAR considering valuations and market expectations.... But, then market always surprises So, who knows? It might hit upper circuit as well !! 🤣🤣🤣

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THE COMPUTE CAPACITY BOTTLENECK $GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to companies with the power, real estate & operational scale to deploy AI compute: 1. $NBIS building the AI-native cloud layer through vertically integrated GPU clusters & software optimized for training + inference. $NVDA just wrote wrote a $2B check & Nebius now has a $46B contracted backlog, anchored by ~$19B $MSFT deal & ~$27B Meta partnership through 2032. 2. $IREN building the renewable-powered AI compute layer by turning low-cost power into GPU cloud capacity. The pivot to AI cloud is now backed by a ~$10B $MSFT contract, 2.9 GW of grid-connected power expanding to 4.5 GW+ & targeted 140K GPU buildout that could drive $3.4B of ARR by year-end 2026. 3. $DOCN building the agentic inference cloud layer for developers & long-tail AI workloads. AI customer ARR is up 150% YoY to $120M, over 70% comes from inference services & $1M+ customer ARR is up 123% to $133M. 4. $CRWV building the dedicated AI cloud platform for frontier model developers. The company has ~$67B of contracted revenue backlog (nearly $88B including Anthropic) with major commitments from OpenAI & Meta. 5. $CIFR building the Google-backed AI data center layer through contracted power & hyperscale leases. Barber Lake has 300 MW fully contracted with Fluidstack (Google backstops $1.4B with a ~5% equity stake) and AWS signed a separate $5.5B 15-year deal for another 300 MW of capacity. 6. $WULF building the power-backed AI compute layer through long-term data center leases. Lake Mariner has 360 MW tied to Fluidstack backed by a $3.2B Google guarantee & new Abernathy JV adds 168 MW over 25 years representing $9.5B in contracted revenue with $1.3B of Google lease support. 7. $APLD building the purpose-built AI data center layer through its Polaris Forge 1 campus in North Dakota. The full 400 MW critical IT load is contracted to CoreWeave under ~15-year leases worth ~$11B in expected revenue with first 100 MW delivered in Q4 2025 & another 300 MW targeted through 2027.

@SureshKBN 3500-6470

100-414 69-154 what strong momentum can do

Exactly

“Motivation is overrated, discipline keeps me going.”

7 Quotes That Everyone Should Read: 1.