CA. Surendra Reddy

People will lose trust on online platforms if it persists. Many people already fed up with Zomato and Swiggy due to huge charges like platform, delivery, GST, Rain surcharge and packaging charges. #Zomato #Swiggy #Zepto

#OBSCperfection #OBSC OBSC Perfection Limited has received Purchase Orders from a US based Marine customer amounting to total value of INR 3.4 crores for supply of machined parts International order Timeline - Next 3 months

#Descoinfratech Desco - A significant jump in volumes like more than 5 times with comparing to before from past 4 trading days. FlySBS - Bit cautious due to increase in ATF prices

@aditya942000 It seems like internal trade between Ashish kacholia and Suryavanshi commontrade. Even I can verify the Brand concepts also in the same manner.

SHP UPDATE:🚨 NEW ENTRY!!💥 Aelea Commodities ASHISH KACHOLIA name appears with 4.29%

@TrendSpark420 I saw it! You are the best😀

@surendrareddyca I too have written in this

Write some key information on my X timeline about this company.

That's the beauty of Indian Markets!!!

@Risk_to_Reward Companies issued clarification that these are rumours

Jyoti CNC's French subsidiary Huron Graffenstaden SAS is under judicial investigation by authorities regarding alleged export control violations and dual-use machinery documentation breaches. Interim measures include seizure of ~EUR 4.0M in bank accounts, two properties, and suspension of the director general. While management asserts standalone Jyoti CNC (85% of group revenue) remains unaffected, the investigation poses reputational, operational, and potential financial risks to the group; legal outcomes remain uncertain and could impact consolidated earnings. nsearchives.nseindia.com/corporate/JYOT… Get all important filings updates FREE in your inbox! Subscribe 👉 docs.google.com/forms/d/e/1FAI… @Tvaasu1 @FinanceByKalash @suryachaudhary1 @SpeedyStox45552 @ParveenBhansali @ThanksDeepest @RupeezyOfficial @surendrareddyca @Ramkuma66261700 @Ashutoshdevhare @rnshrm120 @amitsaggar @niveyshak @RissiPanda @mohitjariwala25 @mohitjariwala25 @SmartSyncServ

@TrendSpark420 It might be short term worries and seeing opportunities across the verticals due to emerging demand.

@surendrareddyca With US–Iran tensions rising, do you think LNG infra spending will accelerate faster than expected?

INOX India (Cryogenics & Clean Energy) Latest Developments: Reporting record-breaking Q3 FY26 results with exports contributing over 60% of revenue. Key wins include massive cryogenic storage orders for U.S. aerospace firms and repeat orders for the ITER nuclear fusion project in France. 1. Strong order book in LNG storage tanks & cryogenic equipment 2. Increasing exposure to green hydrogen & industrial gases 3. Export-driven growth (Europe replacing Russian gas) Emerging Themes: 1. Middle East Conflict: While oil is volatile, the disruption in LNG supply chains (e.g., Qatar) is forcing India to accelerate LNG storage infrastructure. INOX’s 85% market share in semi-trailer LNG units makes them the primary beneficiary of "energy security" capex. 2. Space & Hydrogen: As India’s space economy privatizes and Green Hydrogen plants reach the execution phase, the demand for liquid hydrogen storage (ultra-low temperatures) is no longer a "future" theme—it is a current revenue driver. Demand emerging from LNG infrastructure, Industrial gases and hydrogen transition. #inoxindia #Semiconductor #Datacentre #LNG

Yash Highvoltage (Power Transmission) Latest Developments: Recently completed the acquisition of Sukrut Electric, expanding their footprint in specialized electrical components. They have been active in the investor circuit in early 2026, signaling a capacity expansion phase. 1. Supplies transformer bushings / HV components 2. Export exposure increasing 3. Benefiting from global transformer shortage Emerging Themes: Data Centers & Grid Modernization: Data centers require dedicated high-voltage substations. Yash’s expertise in high-voltage bushings and transformers puts them in the "picks and shovels" category for the digital revolution. Electronic Warfare: High-voltage stability is a prerequisite for advanced radar and EW installations. Demand from Power infra, transformers and grid upgradation. #Yashhighvoltage #HVDC #EHV #Transformers

Airfloa Rail (Rail Infrastructure) Latest Developments: The company’s order book has crossed ₹455 crore, with a target of ₹1,000 crore by the end of 2026. They are key suppliers for the Amrit Bharat and Vande Bharat coach programs. Emerging Themes: Defense & Mobility: Modern rail coaches are being designed for "dual use" (civilian/military transport). Airfloa’s interior and modular solutions are benefiting from the massive railway capex (~₹2.5 lakh crore) aimed at modernizing India’s logistics backbone. #Airfloa #Electronicwarfare

@TheTradingwolf0 Do you have any idea about what the technology using for this?

“FASTER THAN FUELING ⛽⚡️ 500km in Just 4 Minutes🤯 China's BYD EVs just leveled up. Ultra-fast charging is here — 500 KM range in minutes, not hours. The gap between electric and petrol? Disappearing. 🚀🔋”

@vishan_29 WC cycle and debtor days are biggest concerns of all B2G companies.

Enviro Infra has been getting a lot of orders recently. Order Book as of 31st Dec - 3100 Cr Orders in Mar 26 - 1481 Cr Latest order - 972 Cr Total Order Book - 5,553 Cr WC cycle is deteriorating (mainly due to govt heavy work). Let's see how they execute in FY27. FY26 has been an outlier for them

@rohantantia @swingcrafthq @FinAspiration @_rheabhatia @naveensinghal06 @JoyfulGiri @vishpradp @sharmaaniket03 @reddy73375 @Jay_Matoliya As usual, it's good write up!!! This is a high value, high margin in data centre value chain.

Data Center Supercycle (8/10): Compute & DC Operators - The Core Layer !! 👉Everything we discussed so far leads here. This is where data gets processed 👉Because data centers don’t create value by existing…They create value by computing 👉What’s Changing? 🔹AI workloads → massive compute demand 🔹Cloud adoption → accelerating 🔹Enterprise → shifting to colocation 👉Demand for compute infra is exploding 1. Servers, Compute & HPC (Core Infra) 🔹Netweb Technologies India Ltd. 👉High-performance computing, AI servers 2. Cloud & Digital Infra Providers: 🔹E2E Networks Ltd. 👉GPU cloud + AI infra 3. Enterprise IT & System Integration: 🔹Dynacons Systems & Solutions Ltd. 🔹Black Box Ltd. 👉Enterprise IT infra + network integration 4. Data Center Developers & Platforms: 🔹Anant Raj Ltd. 🔹Adani Enterprises Ltd. 🔹Reliance Industries Ltd. 👉DC parks, hyperscale infra, digital ecosystem 5. Technology & Platform Layer 🔹Aurionpro Solutions Ltd. 👉Follow @rohantantia for more deep dives!! Bookmark it for future reference!! Disclaimer: Do not consider it as a buy/sell recommendation, just for information!! Do your own due diligence. #StocksToWatch #StocksInFocus @Kj_techtrades @vishan_29 @DhawalDoshi5 @Anvith_ @ABCI_Invest @finvibe @suryachaudhary1 @Prabinmen @ritikgpt22 @Champ2020Stock @AnkitFinAlpha

@stfranklin001 I stopped watching completely.

I have not watched any IPL matches this season. Am I the only one ? 🤔🤔