Nilabja Dey

@VijayKedia1 This is really innovative..will ensure stable power supply. 'Google Secures Discom Licence For Vizag Data Centre Hub Expansion Push' siliconindia.com/news/general/g…

Complex Ideas. Simple Words. Think of a "DATA CENTRE " like a factory of the digital world, where the entire internet actually works. When you watch videos, use Google, or ask AI… It all happens inside these rooms full of powerful computers. Because AI is growing fast, these computers are working more than ever. To run properly, data centres need many things (and each has a reason). Electricity - to run thousands of computers Cooling - because machines get very hot Fast Internet - so data moves instantly Backup - so everything keeps running even if power fails. Security - to protect data from hacking Building and running this is very expensive so only strong players can enter. Once built, they earn steady income (like rent) from big companies. Risks: If electricity becomes costly or unreliable - they can earn less money. Machines can become old quickly. Bottom Line: Demand will grow, but only those who manage things well will win. First you learn… then you earn….. then you evolve. ✌️

“The low point for share prices is when most people are expecting bad news, not after the bad news comes out.” — John Templeton

JUST IN: 🇸🇦 Saudi Arabia fully restores East-West oil pipeline, bypassing the Strait of Hormuz and pumping 7,000,000 barrels per day.

NYT: 3 main sticking points remained, according to two Iranian officials familiar with the talks: - the reopening of the Strait of Hormuz; Iran saying it would do so only after a final peace deal - the fate of nearly 900 pounds of highly enriched uranium. Iran made a counterproposal, but the sides were unable to reach a compromise, the officials said. - Iran’s demand that about $27 billion in frozen revenues held abroad be released. nytimes.com/2026/04/11/wor…

Some of the stocks with good earnings visibility and Excellent Relative Strength. They are either ATH or near ATH. Impact from War is on a lower side. Will share analysis after Q4 #AvantiFeed #APEXfood #APAR #AUBank #AXISCADES No Buy/Sell Reco

Despite all the failures in talks, I believe, in case one gets opportunity, one should load stocks... One can see my thinking throughout March . Trump has to win election, so ultimately some resolution will happen. I believe in Bob Farrell's 10 points for a long time.. One needs to be optimistic always in market. Will share some of the strongest stocks with some better earning potential later in the day #nifty #IranWar‌

Iran -USA Talks 1. It seems, it's stalemate now 2. Both sides stuck to their stances after 21 hours of discussions 3. Negotiation was once on the verge of breaking as per X 4. Contention remains on the following points as per X Who will control Strait of Hormuz and it's Nuclear Program 5. On Market, it will be interesting how market reacts. Mkt was hopeful of a deal/some positive stuff. 6. On Indian market perspective, all stocks with good earning visibility, recovered quickly already , Q4 and Q1 earning already priced in. 7. May be we will get another window of small correction , unless something catastrophic happens again, say 'boots on the ground' etc, which mkt has not priced yet.. 8. In the midst of talks, one very interesting thing happens, Trump showed, who is the boss ? USA Naval Ships, Destroyers pass through Strait in midst of talks... 9. For Trump , only thing matters immediately, take control of Strait, show USA domestic electorate and World, bring oil down, who is the boss...need to see this 'reopening' game unfolds. Happy weekend ... #Nifty #IranWar‌

@Shashank1171 Given promoters' background, is everything fine now ? Those of us, invested in 2017-18, when similar euphoria happened, VP thread was flooded with comments..then badly lost money ..hope same is not repeated now..

Avanti Q3 concall was very interesting but it came on a very bad day , when war started..3rd March.. So retail completely ignored ..it will be interesting to see, how shipping cost impacting margin...except that there is hardly any issue..USA is the key mkt but given Rupee fall, some cushioning hopefully happened I posted on 3rd March x.com/Feluda71/statu…

What top #SmallCap Funds bought and sold? 🧐 I analysed 15 top fundhouses so you don't have to. Sector Trends: Fund managers are heavily accumulating 🟢 Auto Components and 🟢 Pharmaceuticals & Biotech this month. 🟢 Consumer Durables and 🟢 Finance are also seeing strong inflows. On the other hand, 🔴 Diversified FMCG and 🔴 Consumable Fuels are facing the most significant selling pressure. These are the major actions for Mar 2026: 📈 Top 5 Increased Exposure: • Eclerx Services Ltd (6 AMCs) • Metropolis Healthcare Ltd (4 AMCs) • Syrma Sgs Technology Ltd (4 AMCs) • National Aluminium Company (3 AMCs) • Sagility India Ltd (3 AMCs) 📉 Top 5 Decreased Exposure: • Multi Commodity Exchange Of India (4 AMCs) • Kei Industries Ltd (3 AMCs) • Kirloskar Oil Engines Ltd (3 AMCs) • Karur Vysya Bank Ltd (2 AMCs) • City Union Bank Ltd (2 AMCs) 🆕 Top 3 Fresh Buys: • Sedemac Mechatronics Ltd. • Urban Company Ltd. • Indusind Bank Limited 🚫 Top 3 Complete Exits: • Sbfc Finance Ltd. • Hindustan Petroleum Corporation • Cholamandalam Investment This took a lot of time and effort. A RT is a must so that I can keep bringing out such data! 🙌 #FinAlpha1Pager #FinAlpha #MutualFunds #SmallCap #Helios #Nippon #SBI #Franklin #Invesco #Eclerx #MCX

Talks in Islamabad have moved beyond the leaders' meeting (which was face to face) and has moved into expert level discussions. Meanwhile, a notable uptick in traffic in Hormuz. Things are cooking.

The fact that the American administration has sent several U.S. Navy ships through the Strait of Hormuz today—without coordination with Iran—while negotiations are ongoing in Pakistan suggests that President Trump is sending a clear and deliberate message to the Iranian leadership. This move underscores that the Strait of Hormuz is not a bargaining chip to be leveraged in negotiations.

عدداً من السفن التابعة للبحرية الأمريكية عبرت مضيق هرمز اليوم السبت

I told @nytimes that the size and composition of Iran’s delegation shows “that they have not come to stonewall,” but are there with full authority and seriousness to reach a deal with the United States. Such a large delegation of experts would only be deployed if negotiations were in the final stages of a deal, not for an initial testing of the waters. Tehran and Washington might have advanced in talks further than publicly known during back-channel messaging mediated by Pakistan over the past weeks.” nytimes.com/2026/04/11/wor…

The #1 investing lesson from George Soros' right-hand man: When conviction is high, press the bet. Hard.

9. They check their investments without interfering. They observe instead of reacting. That level of self-control is one of the strongest financial assets. --- 10. They prioritize good sleep. It may sound simple. But the quality of your decisions depends on it. And your decisions ultimately shape your wealth.

On the Table or in the Menu. When was the last time you heard of The US Treasury Secretary and Central Bank Chair call an emergency meeting of Bank CEOs as a response to a Software release! This just happened in Washington! Anthropic did a limited release of its “Mythos Claude preview”. They held public release back because they have warned it’s too dangerous. Using this, any bad actor can break in every major operating system and web browser. Consortium of tech companies like CISCO, Microsoft, Apple, Amazon etc and a few large Banks like JP Morgan have got this to test. They call it Project Glasswing under which these different giants security teams will test all their applications, identify and fix weaknesses. Internet works on a lot of standard applications, Linux, open source code libraries, routing and networking equipment. Every piece of software uses some of these open source standard patches tested for bugs millions of times. One of them is OpenBSD. Mythos detected a weakness that the best of humans haven’t found in over 27 years. Now companies like PhonePe in India uses this so far global standard application so this means no software, no operating system, no web browser is safe anywhere in the world. Iranian hackers have in the last two days broken through and disrupted water and electricity supply in some places in the US. Airlines, Banking, Hospitals, Telecom, Stock Exchanges could be next. They broke into a personal Gmail account of the chief of FBI! They do not yet have access to these AI models but in China unknown to all of us work is on frantic pace to steal a march over US as there will be only one winner in this and whoever it is will rule the world. Into whose hands these models will eventually fall we do not know. One thing we however know. If there is a gun eventually it will fall into the wrong hands and it will be used. Wars were fought with sticks and stones, then gunpowder, airplanes, ships, missiles and bombs. Since Ukraine and Azerbaijan conflicts we are seeing Unmanned Aerial Vehicles now the preferred mode of cheap delivery of destruction. Now a country can unleash an economic warfare and bring down another country by creating chaos by just a few lines of code that can infiltrate and take over critical systems of the other country. The next frontier is Cybersecurity, the next war will be fought using this. I hope our Government, our large corporates and Banks have response teams. We need a seat on the AI table, or we will be in the menu.

@soicfinance It will be very interesting to see, how these recycled cos perform as sourcing RM is a challenge because of high AL/CU Price Q3 Concall , Gravita

Regulations like Battery waste management rules and EPR can lead to market share gains for the organised battery recyclers from current 35% to 90% in next 2-3 years. Concall source below- Gravita India Q2FY26