Sandhya 🇮🇳
267 posts

Sandhya 🇮🇳
@SandhyaKuntnur
MBA in Finance✨ Passionate about markets. Lifelong Learner📚 Building wealth through discipline and informed decisions, #investor. Views are personal. No reco.


INDIA DATA CENTER BOOM Core Thesis - Not a short-term trend - Multi-year capex cycle underway - $30B+ investment pipeline - Full ecosystem scaling rapidly Power & Electrification - Schneider, ABB India, Techno Electric - Cummins, Polycab, TD Power - Techno Electric $1B DC capex - Cummins benefiting genset demand - Polycab expanding wiring EPC IT & Networking - Sterlite Tech, HFCL key players - E2E Networks AI cloud infra - Netweb AI servers growth - Fiber backbone demand rising Cooling Segment - Blue Star precision cooling - KRN Heat Exchangers expanding capacity - Shree Refrigeration presence - Cooling critical for AI loads EPC & Infra - L&T, KEC strong execution - Anant Raj DC capacity expansion - L&T Cloudfiniti hyperscale entry - Infra build-out accelerating Investment Insight - Real value in picks and shovels - Power, cooling, infra key layers - Multi-sector opportunity landscape - Capex-driven growth visibility Core Theme - Entire ecosystem scaling together - AI driving infra demand surge - Long-term structural opportunity Final Takeaway - Data center theme just beginning - Winners across value chain - Selectivity remains critical #Datacenter #Valuechain #investing #stocks @reddy73375 @SandhyaKuntnur







NSE tomorrow board meeting Dividend expecting 40rs +





Why does the Motilal Oswal midcap fund underperforming?




