Nitin Gandhi

Oriana power Do you want to declare results for H2 or not? Every day opening new subsidiary but where are the orders? Either this is one giant disaster in making or this could be future multibagger , no middle path Price action suggest street is waiting for H2 to decide #oriana

@goindiastocks Don’t disturb PM he is busy in Bengal election

Bernstein just wrote an open letter to India's Prime Minister — and it is asking some hard questions. (23rd April India Strategy note) 👇 1/ The employment question is existential, not cyclical - India's 10–15 million strong IT/BPO workforce — the backbone of the aspirational middle class — is directly in Gen AI's crosshairs. Manufacturing can't absorb the slack at current trajectory. The real question: does the next growth leg create engineers and product builders, or mostly drivers and delivery staff? 2/ Agriculture is stuck in a 1970s policy loop 42–45% of the workforce. 15–16% of GDP. - Below 1-hectare average holdings. Monsoon-dependent farming. Loan waivers instead of reform. The farm laws rollback made things harder, not less necessary. Rs 3–4 trillion in annual input subsidies need to shift toward post-procurement income transfers — and cold storage/logistics investment is not optional anymore. 3/ India risks becoming a permanent AI consumer, not a creator - Data centers are not a strategy. India doesn't own a single frontier AI model. If Indian data keeps training US and Chinese models while domestic capability goes unbuilt, the IT services sector hollows out with nothing to replace it. Bernstein's ask: fund domestic foundation models, build compute capacity, and push global AI companies to list in India — sharing value with the public. 4/ Manufacturing ambition keeps outrunning manufacturing depth - PLI created momentum, but the share of manufacturing in GDP is still stuck at 16–17%. Even in EVs, battery cells — 30–40% of cost — are largely imported from China. The pattern of late entry into industries after global supply chains are already formed needs to break. The next bet must be placed before the race is lost — automation, robotics, advanced materials, AI-integrated manufacturing. 5/ Cash transfer schemes are quietly crowding out capex - Women-only cash transfers across a dozen-plus states now total Rs 1.7–2.5 trillion annually — roughly 0.5% of GDP — and rising. In some states, these schemes absorb 2–3% of GSDP, squeezing infrastructure budgets. Bernstein isn't saying scrap them — targeted support has a role. But election-synchronised, unconditional, permanent transfers risk locking India into a low-productivity equilibrium where taxes fund today's consumption instead of tomorrow's capabilities. 6/ R&D spend of 0.6–0.7% of GDP is not a serious number for a country with semiconductor ambitions Merit-diluting reservation policies are hollowing out research institutions. Without fixing the talent pipeline and funding base, aspirations in AI, deep tech and semiconductors remain exactly that — aspirations. Bernstein's closing line: "India does not lack capital, talent, or ambition. What it requires now is a sharper willingness to take difficult decisions early, rather than defer them. The window to act is still open, but it is narrowing." #nifty #india #stockmarket #investing -------------------------------- Informational only. Not investment advice. Investments subject to market risk. | GoIndia Advisors LLP | SEBI Registered Research Analyst | Reg. No. INH000020040 | SEBI (RA) Regulations, 2014. For Serious Investors → goindiastocks.com Follow us for more insights.

@AmiEverAfter @gym_onchain Agreed. Protein + resistance is the base, but intensity control matters. Going to failure in a deficit is not sustainable for most.

@DB2Guide @gym_onchain resistance training in a small deficit or even right at maintenance can be absolutely exhausting if you’re actually going close to failure

Weight loss is easy. But fat loss while preserving muscle is a fine art. And getting that right is what really creates a true aesthetic physique.

This is Anthropic Claude opus4.6 for you. It can’t find the issue so is creating its own code so called fabricated code and then says “here is the problematic code fix it “ wtf 😬 #claude #opus #anthropic #ai

@ManthanTweets1 @Alchemist1320 @investor_sr33 @samisosa1234 Do we have this order ? Don’t see any communication so far from the company?

I am expecting NSE filing of approx 600 cr SECI project LOA in a day or two by Oriana power. Below tender was opened on Jan12 and NLC India just filled today with LOA. Oriana won 100/300mw in this. @Alchemist1320 @investor_sr33 @samisosa1234 #OrianaPower

@Sanghvi_Movers Results achhe lagao bhai 50% down hu isme

Behind every successful lift is a team of dedicated professionals planning the next big move. At Sanghvi Movers Ltd, our Impact in Action philosophy ensures that every employee, from the field to the office, is a vital part of India's growth story. Engage | Energize | Empower

@Bharatvasi49541 @ShivAroor Glad Maharana gandhi was not here to see this . You guys would have called him the same . You conscience have been died since long .

@DB2Guide @ShivAroor Change your surname to Gandoo because that describes you better.

Pedophile ecosystem is now attacking Yuvraj Mehta’s grieving father because he isn’t bashing Yogi Adityanath.

@kapsology @Hitesh_____ Incident is bad for people of India but Good for bjp. Interesting how everything bad for India ,even though ruled by BJP ,turned out to be good for BJP If this GYANHES try to be over smart some day (read moral or ethics )then he can be tightened by this. Great

She is the daughter of Gyanesh Kumar, the current Chief election commissioner of India. She can take a sigh of relief with these credentials.

@LuckyInvest_ARK @vikaskhemani Most investors fail at capturing that alpha. Outside index investing has Higher error rate,Longer drawdowns and Permanent capital loss risk. For every multibagger outside the index, there are many value traps. Alpha exists. Alpha capture does not scale to most people.

Rocking thought process and analysis @vikaskhemani

@_soniashenoy @vikaskhemani Most investors fail at capturing that alpha. Outside index investing has Higher error rate,Longer drawdowns and Permanent capital loss risk. For every multibagger outside the index, there are many value traps. Alpha exists. Alpha capture does not scale to most people.

"The real opportunity to create alpha is outside the index and there is no strong case for building real wealth through passive index funds." says @vikaskhemani "Every time a country transforms, the main opportunity is outside the index . if you only invest in index funds, you run the risk of missing those opportunities." Agree ?

@MareOfVideos Don’t bother about short term traders.With every order in this environment build more conviction on long term story.

@DB2Guide Whats the points, Oriana always goes down after getting orders.

Oriana power got its order :-) #orianapower #oriana

@imujjwalsehgal Oriana power DESCO Trains rail Kpgel Rajesh power Holding these .

Portfolio Update - High Conviction, Focused Bets (December Holdings) 📌 • Oriana Power Ltd • Sathlokhar Synergys E&C Global Ltd • Neetu Yoshi Ltd • Desco Infratech Ltd • Indian Emulsifiers Ltd • KP Green Engineering Ltd • Rajesh Power Services Ltd • Rajoo Engineers Ltd • Enviro Infra Engineers Ltd • Transrail Lighting Ltd There have been no new additions or exits in the portfolio. I am continuing to hold the same stocks. Disclaimer: This is not a buy/sell recommendation. These are my personal holdings. Please do your own research or consult a financial advisor before investing. #DecemberPortfolio #PortfolioUpdate #HighConviction #SMEStocks #LongTermInvesting #IndianStockMarket

Unless #orianapower comes with some new order on BESS , nothing will stop this freefall. Too much negativity in solar and related stocks for short term . Next result for #oriana is at least 5 months away, no near catalyst to arrest the price fall. Off course long term is good.

@sudheep8531 Grid capex will eventually unlock solar execution. India cannot abandon renewables — it can only delay connectivity. Holding without any issues Oriana power Transrail lighting Rajesh power RMC switchgear

Solar glut In the next 4-5 years, India will need to invest ~6 lakh crore over the next 5 years in grid bottlenecks - transformers, HV switchgear, and protection & automation - just to make its renewable targets usable. Transformers - 3.5 lakh crore Hv switch gear- 2 lakh crore Protection and automation - 60k crore. India’s renewable problem is not lack of solar or wind. It’s connectivity — and most people misunderstand what that means. Connectivity is not just a wire. It means substations with spare capacity and empty bays (grid “sockets”) that can actually accept power. India built highways (transmission lines) but forgot the entry gates. As solar and wind scale, the grid is choking at state-level substations. Bays are scarce, transformer capacity is tight, and utilities won’t allow injection without grid stability. That’s why projects get delayed even after being fully built. This scarcity hurts solar developers and EPCs first. Sentiment turns negative, ROEs look bad, and stocks de-rate — even for good operators. Physics beats narratives. But scarcity creates a different set of winners. Today's class will talk about those winners. Bottom line: Don’t own the cars when the roads are jammed. Own the toll booths and traffic systems.

@safiranand Waaree energies or renewable?

Happy to see waaree in motilal oswal wealth study potential list. Though surprised (but happy) to see them listing their own Co also in potential multi return stocks 😀

#orianapower #oriana What the memo means: “Stop blindly funding more module factories. We already have too many.” What it does NOT mean: “Stop funding solar projects.” Effect on Oriana: No negative impact. Possibly positive through cheaper modules and better project economics

@MeAmitMishra @DesFanner U should treat ScanX.trade with suspicion, not as a reliable authority. •A third-party website that reviews online platforms flags it as “medium-risk/ doubtful. Trust score 47.6/100 •The site’s domain was created only recently (May 2024)

@DesFanner doesn’t look like genuin.

"overcapacity" word is now being thrown around for full solar sector without caution and context - such are the ways of market - it hypes narratives and ignores fundamentals at times in short to medium term :) sure, narrative has affected price performance for nearly all players, but it would be short sighted to extrapolate the impact longer term on whole value chain, particularly cell mfg. data is clear and sentiment change to positive would be quick & fast whenever it happens. solar is a structural long term story for India and the world - players with in-house cell mfg and backward integration should do v well in long term. people should understand that solar sector is not limited to module mfg (no moat anyway) where overcapacity is actually there - and pure-play module makers without in-house cell mfg will struggle and many will close the shop. this module mfg will see major consolidation in next 2-3 years, leaving only few players led by established cell players only. by the way, anyone has a link for official news for what this below tweet suggests - I couldn't find anything.