Veeresh CK

@tycoonmindset05 What are they doing in semiconductors?

Rossell Techsys: The Semiconductor Opportunity Nobody Expected. While most investors still associate the company with aerospace and defense, an entirely different opportunity has started emerging in the background - one that could eventually become much larger than many currently expect.

@smitaprakash 🤣

She looks lovely, no doubt, but that saree is so Lajpat Nagar

@HoldwithPriyank This is fantastic work and information thanks so much truly appreciate

But here’s where the story gets interesting, The SAME AI creating disruption may also create the next mega opportunity. According to Nasscom & McKinsey estimates: AI transformation could add $300-400 BILLION to the global IT services market by 2030. That changes everything.

INDIAN IT SECTOR: CRISIS OR ONCE IN A CYCLE OPPORTUNITY? 🇮🇳💻 Indian IT stocks have quietly entered bear market territory. • Sector down ~40% from peak • Valuations at multi-year lows • FIIs aggressively selling • AI disrupting the entire outsourcing model But underneath the panic, Something far more interesting is developing. A Thread🧵

@BeatTheStreet10 Omg that’s crazy

Neuland Labs - Manipulation in Concall Investor alleges manipulation in conference call transcripts of the previous qtr with respect to questions regarding inventory manipulation Is management hiding something?

@samisosa1234 Valuation 10 pe not more. They do business for free no collections.

Kaynes - What actual valuations does this deserve ? Share some rationale also if possible

@Sharad9Dubey And long way off to see revenues it’s a roadmap

IT Stocks (+ve) TCS Shares AI Outlook For FY27 Role Of System Integrators-Past, Present and Future TCS ANNUAL REPORT Chairman- N Chandrasekaran Chairman TCS is repositioning itself as an AI & Digital transformation partner AI is now becoming the infrastructure of intelligence. Priority On 4 Focus Areas 1.Build AI Operating System for industries, to accelerate deployment of agentic AI solutions 2.Construct India’s first AI focused data centre, with rack density greater than 160 KW 3.Strengthen Infrastructure to Intelligence offering with 3600 partnerships with hyperscalers, frontier AI firms and industrial OEMs 4.Establish secure, resilient and sovereign AI infrastructure

@SureshKBN Kaynes, Zen, Zaggle classics

Every promoter is different. For me, the real red flag is when price action stops believing the promoter

This is totally false. Not an iota of truth in this. There is no question of putting such restrictions on foreign travel. We remain committed to improving ‘Ease of Doing Business’ and ‘Ease of Living’ for our people.

@CNBCTV18News @TVMohandasPai Don’t try and create sensational headlines deeply regretful

Our story on government considering tax/cess on foreign travel is not accurate. We withdraw the story and regret the error.

@CNBCTV18Live @TimsyJaipuria Why do you have this habit of spreading such nonsense rumours?

@connectgurmeet How can they let go 40000 crores per annum LTCG?

Rupee now 96.. it was 91-92 even before than Iran war started. Main issue is outflow of foreign capital. Difficult to understand the rigidity on reducing taxes related to capital markets. It’s undoing all reforms and good work in the economy..

@tushar9590 Totally agree centum! For me bse and mcx

Name a stock you regret not having in your portfolio? For me it's Centum Electronics.

@alphaaffairsf2f Totally 😬🤣

Market will fall like pack of cards on any news even if someone sneezes in China, US but what you want to buy will not FALL What you sell Will rise further in such mkt Thats why Market is not easy to make money

@SureshKBN Totally! well said pay more but be sure

Enter before results with hope, panic before results, ask others to predict results, then call it investing? No sir. That is not . That is matka with stocks.

@alphaaffairsf2f You have never been wrong

Got luck with exit Lets see if reentry turns out to be lucky or not Quality power

@AnkitFinAlpha What’s there to laugh it’s ok Kaynes management was trusted last quarter of having clean receivables and their stupidity to be in metering business when they have such high end ems. They made a mockery of themselves and all the investors.

Got a call from a dear friend. He is holding all three : Kaynes, Zaggle and Interarch 😂 The unholy trinity for today. I also have Zaggle in my brother’s portfolio, go goa gone.

@ManishK46113331 🤣

🚨KAYNES says Will Get Back To apprx 17% EBITDA Margin In FY27 See Rev Growing At 30% In FY27 & FY28 Will Come Back In A Better Way In The Next 3 Qtrs 2 Major Govt Contracts Got Delayed, were Expecting Them In The Last 10 Days Of March FY27 Revenue Will Be 2x Industry Growth

@KhapreVishal What to watch such an idiotic management they saw stock hammered don’t they realise what they are doing? Atrocious balance sheet doing business for free. Receivables higher than annual revenue doing business for free? Meters what in sane intelligent mind they take diversion?

🚨 Kaynes Technology down 19% after Q4 results Reason 👇 • PAT falls 21% YoY • Weak profitability impacts sentiment • Margin pressure remains a key concern • Market expected stronger earnings Investors will now watch closely for: ➡️ Margin recovery ➡️ Order book growth ➡️ Execution in upcoming quarters

@SureshKBN Took an entry in the pullback neglected earlier

stltech what a bounce back today

@gaze_observer Idiotic to have got into meters when they do such superior work shameful and no cash flows

Kaynes Technology India FY27 Revenue Will Be 2x Industry Growth Smart Meter Segment Will Come Back In A Better Way In The Next 3 Quarters See Revenue Growing At 30% In FY27 & FY28 Will Get Back To Approx 17% EBITDA Margin In FY27 Operating Cash Flow Will Improve By End Of Q3FY27 Source:- CNBC TV18