Ram Nikesh

@compoundingaiin Aeroflex????

🔩 8. Niche Components & Systems

Here is a quick rough value chain orders that have happened in the past few months(not exhaustive). Each order details in thread-

@stockscansin Interesting

Omnitech Mngmt on Order Book: Order book continues to be one of the clearest indicators of growth visibility. It has grown from INR 57 crores in FY23 to INR 83 crores in FY24, to INR 283 crores in FY25, and now to around INR 3,000 crores as of May 25, 2026. - Importantly, this includes the multi-year Weatherford order, which is more than INR 900 crores. The order book mix is currently led by Energy at 74%, followed by Motion and Automation at 14%, and Industrial Equipment is standing at around 12%. - If we look at the geography-wise mix, North America is contributing around 64%, Asia is around 34%, India is around 1.5%, and Europe and UK is around 0.5%. We believe the combination of a stronger order book, capacity expansion and working capital availability places us in a good position to continue scaling the business. ~ Q4FY26 Concall. Disc: Not a Buy/Sell Recommendations.

@arc1471 Sir what about centum … looks interesting at these levels

Somewhere in 2025, someone sold #DataPatterns at ₹1,450 calling it "overvalued defence junk." Today: ₹4,822. All time high. This company makes radar systems, missile seekers, electronic warfare suites — for the Indian Army, Navy and Air Force. Pakistan tested our borders. China is watching our skies. India's defence budget isn't going DOWN. Neither is Data Patterns.

@AimInvestments @DivitiaeIn Yes…looking forward to reading it

We screened 5,000+ listed companies. Read hundreds of concalls. And narrowed down to best 50 stocks. Today, we're releasing our most ambitious report yet: 🇮🇳 INDIA'S FASTEST GROWING 50 COMPANIES This report contains list of 50 Fastest growing companies. From 15 rising sectors. With 3-5 year growth outlook. Short summary about the company and how the growth will come. Backed by management guidance, capacity expansions, and structural tailwinds. Inside you'll find businesses riding: ⚡ Power & Energy 🤖 AI & Technology 🛡️ Defence 🏥 Healthcare 🧪 Specialty Chemicals 🏗️ Infrastructure 💰 Financial Services ♻️ Recycling 🚗 Auto Components …and more. The next decade of wealth creation won't come from finding what is popular today. It will come from identifying what is scaling quietly before the crowd arrives. This report is our attempt to do exactly that. If even one company from this list becomes a future multi-bagger, the effort was worth it. 94,000 investors follow us. This report is our way of giving back to the community that made this journey possible. If interested pls reply with "YES" our team will "DM" you..

@arc1471 Thank you sir

@RamNikesh11 #AEROFLEX - Ascending Triangle Breakout It will continue to move to the upside

Weekend Chart Study 1 Stock Query - Per Person Technical View Like , Share & Retweet for Better Reach

@LearningEleven Sir…is Aeroflex still not fully priced ..I know it’s trading 121 pe …but is the market still not lookin at it like the MTAR or Sterlite ….since their data center story can only get bigger from here on

Another good week comes to an end for small and mid caps. There has been something for every type of investor. Whether your preference is deep value/pessimism plays like Balaji Amines or Beta Drugs, hyper-growth stories like MTAR and Sterlite Tech, consistent compounders like Laurus, Welspun Corp, and Garware, or turnaround stories like SBCL and SGRL, the market has offered opportunities across the board. The key is to play well and size your positions wisely. The small-cap index is now gradually approaching a key resistance zone, making the next few weeks particularly interesting. While the broader index may consolidate, pockets with strong earnings visibility could continue to outperform. Have a great weekend! Disclaimer: This is not a buy or sell recommendation for any of the stocks mentioned.

@compoundingaiin Centum??

Satellite platforms in India’s private sector are mostly unlisted. Here are some names in the unlisted space. One interesting name that could create India’s first listed pure-play satellite payload company, read about this in the article.

@BaluGorade CA for sure

If AI becomes truly capable, which jobs do you think will disappear completely? 🤔

@Akash17971 11

How many stocks can you confidently explain for 30 minutes without looking at any notes? A) 1–3 B) 4–7 C) 8–15 D) 15+ Also, share the names of those stocks below in comments 👇

@Pavan_07goyal Centum sir

🚨 Chart of 14 Defence Stocks - 1) #GRSE

@soicfinance Great sir thank you

@RamNikesh11 18Months ago youtu.be/c535WnlNuqY

A couple of videos we made on interesting businesses in the last few months Excepient Industry and Sudeep pharma youtu.be/pHKHCUB0wPc Inox India & the Cryogenic tanks industry youtube.com/watch?v=9EQhdo… Gravita India & reclycling capex youtube.com/watch?v=-ph1WQ… Sai life and CDMO Industry youtube.com/watch?v=TfcNhK… Garware Hi tech & the PPF films youtube.com/watch?v=ufBz90… & Many more such industry/business analysis available to watch for Fundamental analysis at @SOICfinance" target="_blank" rel="nofollow noopener">youtube.com/@SOICfinance Disc: No reco to buy or sell. These videos purely explain the businesses and industries inside out.

@Prabinmen Is rashi a buy a current levels

Rashi Peripherals CMP 682 #RPTECH After hitting 733 intra day highs - just cooling off - stay easy for bigger targets if you are in early is what i sense😊

@Prabinmen Sir anything on centum

#Data Patterns CMP 4769 #DATAPATTNS hope there is nothing more to say on this price action bata deta hai - go back and check where this was picked if you are curious

@MrTalkStock Sir isn’t ksh international also good pick for power theme your take sir

Cables & Wires anyone ? It’s a multi year theme. Read all you can about it, build your conviction, and act accordingly My article below is a great place to start! #StockMarket #investing

@LearningEleven Still dont understand how with all resource they can give blunt brokerage call

Acutaas Chemicals - HDFC Securities REDUCE call with 37% DOWNSIDE.

@niveyshak But Acutaas has a clear multi year growth viability ,,,,what Aeroflex is short term momentum play

#Aeroflex exhibited similar price action like #Acutaas Chemicals did few months back! Acutaas moved up 6X 🔥

@narendramodi @BharatInnov2026 Then pay 50% in taxes

Come to India. Work with us. Design in India. Develop in India. And create solutions for the world. @BharatInnov2026

@LearningEleven CDMO and pharma

If you want to play a 3-4 year story that’s promising 50-70% CAGR, you better buy at reasonable valuation. If not, there is a 80% probability, you will sell it somewhere along the way out of frustration. Nothing ever goes to northeast for 3 years.