#aeroflex & #aequs #diacab #rain #aiil ๐๐
all made my day.๐๐๐
inline my eyes on #tejasnetwork #tdpower #astramicro ....
Hope all enjoying todays #MoneyRain โ๏ธ
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Mujic Trader retweeted
Jun 4
(2/2) ... My old post about #TejasNetwork .... I give buying level 310-314 towards the level 888-1031 ..and still running for 601 ๐ค๐ค ... Wanna more stocks list like that ??
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Mujic Trader retweeted
Jun 4
(1/2) = #TejasNetwork done 100% from 314 to now 601 running price ..still 40% return left towards the level 888-1031 ...
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Chasing Financial Independence retweeted
Study the chart of #Tejasnetwork.
Showing massive relative strength in this market.
Disclaimer: no buy/sell recommendations.
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A.A retweeted
1/ Tejas Networks and the Data Center Opportunity
#TejasNetwork is primarily an optical networking and broadband equipment provider, not a data center operator.
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Jun 7
BSNL has started awarding contracts. Tejas has pending inventory for their projects. If they get BSNL order then that will help clearing their inventory and reduce ~3500 cr debt.
And post that AI infra will be tailwind.
Balance sheet may look different in sometime. #TejasNetwork
Jun 7
Creative Newtech.
Mcap: 950 crs.
The Company, with its consortium partner, has received advance work order of approx. โน3,194.83 crore.
Timeline: 3 years.
Disclosure: Invested.
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Jun 7
Read the #TejasNetwork annual report and info on their upcoming AGM on June 26. Like I said, things are brewing between TCS and Tata Semiconductor for DC. Notice Related party transactions:
1. With TCS for 4800 for FY27 from 40 cr
2. Tata semicon: 460 cr.
Disc: Invested.
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Jun 6
๐ฎ๐ณ Big positive for Indiaโs data centre, cable stocks, Networing stocks, Power & Electrical Equipment!
Datacenter: #Anantraj #BlackBox #Netweb
Cables & Fiber: #PARAMOUNT / #PARACABLE #KEI #POLYCAB #HFCL
Networking / Servers: #Tejas #tejasnetwork
Power : #cgpower #siemens
INDIA'S DATA CENTRE CAPACITY SEEN SURGING OVER 5X TO 8GW BY 2030, POWER ACCESS EMERGES AS KEY EDGE
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Jun 5
A reminder:
Identifying the right theme is only half the game.
Entry matters.
Defence names:
#TejasNetwork 12%
#MTAR 4%
#AstraMicro 5%
AI-related names:
#Netweb 7%
#Persistent 5%
#Centum 4%
If you're seeing them for the first time today, don't buy because of FOMO.
Wait for the market to offer a low-risk entry.
There will always be another opportunity.
#AsymmetricRisk_
May 31
#AI is the Hottest theme still going on...
I'm bullish on
#Netweb (highly bullish)
#Centum
#Bosch
#persistent ( At good levels)
Defence is trying to catch up , as its the need of the hour.
#TejasNetwork
#Mtar
#Astramicro
These are my high conviction stocks ... Im Designing my portfolio around these for next 6 months, i won't will not be disappointed.
Note: Views are personal and not any recommendation to buy/sell.
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Jun 4
#TEJAS #TEJASNET #TEJASNETWORK update 510 to 630 today, tomorrow 650-80 might be 700 by next week ๐
Jun 3
#TEJAS #TEJASNET #TEJASNETWORK update 510 to 580 today and now the target is intact for 650-80 levels.. BREAKOUT! Keep sl revised accordingly..
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Jun 4
#TejasNetwork again showing strength. Is some announcement going to happen or it is just speculative rally?
Disc: invested 2 weeks ago.
Jun 3
Added few points for #TejasNetwork. There isnโt formal announcement of them doing a data center project yet. But TCS has announced entry in Data Center and they tend to do in sourcing from Tata group companies.
So, Tejas has a chance if they present a solution.
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Jun 3
#TEJAS #TEJASNET #TEJASNETWORK update 510 to 580 today and now the target is intact for 650-80 levels.. BREAKOUT! Keep sl revised accordingly..
May 29
#TEJAS #TEJASNET #TEJASNETWORK CMP 515 looking good for 530-555 levels.. looking good for investment as well.. sl 470 clbs
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