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Ideaforge Technology — Deep Dive Analysis
Deep-dive on Ideaforge (India's largest drone maker). Q4 FY26 revenue ₹141Cr (+595% YoY), EBITDA margin 52.6%, ₹310Cr executable order book. High risk/reward turnaround play.
Kaynes Tech & CG Power — Deep Dive Analysis
Comparative analysis of Kaynes and CG Power across growth, valuation, and execution risk.
Kaynes Technology — Deep Dive Analysis
Kaynes Technology deep dive — OSAT and PCB catalysts, PEG 1.10, P/E 62.1. Revenue CAGR 31.4%. Concerns: ₹600 Cr CFO risk, promoter/FIIs exiting.
Palantir Technologies — Deep Dive Analysis
Palantir deep dive — 41% of US federal revenue, AIP bootcamp model, regulatory risks, valuation scenarios, and action plan for entry and exit.
AMD — AI GPU Battle Heats Up, But Is the Price Right?
AMD deep dive — AI GPU competition with NVIDIA, MI400 series, Radeon 9000 vs Blackwell Ultra, valuation analysis, and entry/exit strategy.
Reliance Industries — AGM 2026 Preview | Is ₹1,333 a Buy?
Reliance analysis ahead of AGM 2026 — P/E 25.9, 3D P/E 19.1, Delayed telecom tariff hike, Jio Financial demerger gains. Entry zones ₹1,285-1,300, ₹1,190-1,210.
Trent Ltd — Can You Enter After the 28% Correction?
Trent analysis — 28% correction, P/E 90, PEG 2.47, promoter stable, FIIs decreasing, Zudio scaling. Entry zone ₹4,200-4,600. Verdict: Favorable with Caution.
HCL Tech invests ₹1,427 Cr in Sarvam AI — Strategic Breakdown
HCL Tech's ₹1,427 Cr investment in Sarvam AI — strategic rationale, Sarvam's Indic LLM capabilities, and implications for the IT sector.
NALCO — Why the Stock is Down Today
NALCO root cause analysis — aluminium prices, secondary pressures, and bull case.