Senior Leadership - World of Strategy, Finance, Risk, Compliance and Governance! Fitness, Cycling and Stock Market! Have patience to know me better!
London, England
Joined March 2017
- Tweets2.1K
- Following781
- Followers18.4K
- Likes5K
Mayank Gupta retweeted
Cleaner power. Stronger grids. More opportunities.
The Cabinet decision on the Green Energy Corridor Phase-III will ensure:
135 GW renewable energy evacuation.
50 GWh battery storage.
Stronger power grids across States and UTs.
More jobs in manufacturing, construction and energy storage.
Big push towards 900 GW non-fossil capacity by 2035.
pib.gov.in/PressReleaseDetai…
Mayank Gupta retweeted
Qpower is the critical component supplier in the modern grid.
It doesn't make the generators or the big power transformers themselves at massive scale (like a BHEL or Siemens Energy) it specializes in these grid-support and power-quality niches, which is why it's often described as a critical enabling equipment supplier rather than a bulk equipment maker and rather act as an equipment provider to the end HVDC providers such as Siemens energy , Ge Vernova .
Mayank Gupta retweeted
#TirupatiForge Ltd.
One of my favorite reversal structures is the Adam & Eve Bottom.
✅ Sharp "Adam" reversal.
✅ Rounded "Eve" accumulation.
✅ Multi-year resistance breakout.
✅ Strongest daily volume in months.
This isn't just a price breakout—it's a shift in market character.
When Structure + Price + Volume + Momentum align, the probability of a sustained trend increases.
Markets reward patience long before they reward prediction.
#PriceAction #Breakout #VolumeAnalysis #SwingTrading #NSE #tirupati
Mayank Gupta retweeted
In 1983, Steve Jobs predicted the next 50 years of technology.
His predictions:
• iPhone
• Internet
• Softwares
• App stores
• Artificial Intelligence
Mayank Gupta retweeted
#apollomicro
Showing good move on the upside!
Once this crosses 350, we will see a sharp move here
chat.whatsapp.com/I8kqnuQtPj…
Mayank Gupta retweeted
Samir Arora on FII outflows:
People think FIIs are selling because India has no big AI companies. That's not the real reason.
Here are the actual concerns 👇
Mayank Gupta retweeted
India's Transmission Problem
Rough rule: Every 1 GW of RE needs ~0.6 GW of new inter-state transmission to actually evacuate to load centers. India needs about 280 GW of new interstate transmission capacity by 2030 to support 450 GW of solar+wind.
Reality today:
1. 50 GW of clean energy is stranded across India that is bigger than Pakistan's entire installed grid.
2. Rajasthan alone: 8 GW stuck, with nearly half curtailed during peak solar hours.
3. FY25 transmission build: 8,830 ckm vs 15,253 ckm target, a 42% shortfall, with inter-state additions at their lowest in a decade.
4. Solar plants commission in 12–24 months. Inter-state transmission takes 3–5 years.
5. FY26 will likely close around 10,000–12,000 ckm missing even the revised target which was cut down by 37% in mid year, and missing the original target by 50%. Two consecutive years of severe underbuild while installed RE crossed 250 GW.
India isn't power-deficient. It's transmission deficient.
Mayank Gupta retweeted
Whether the Iran-US ceasefire holds or hostilities resume — and even if both sides come to the table — the world has already received its wake-up call.
No nation can afford to outsource its energy security or its defence anymore.
That singular lesson is quietly reshaping capital allocation on a generational scale.
The sectors that will command the most serious, sustained investment over the next decade are not speculative — they are structural:
🛡️ Defence — artillery, missiles, drones & next-gen deterrence
⚡ Power & Transmission — the backbone of every economy
☀️ Renewables — solar, nuclear & green hydrogen
🔋 Energy Storage — because intermittency is a strategic vulnerability
🔌 Grid Connectivity — the circulatory system of modern nations
🤖 AI & Data Centres — the new command infrastructure
These are not themes chasing a trend. They are sovereign imperatives being funded by governments and private capital alike.
As an investor, the question is no longer if — it is how much and how early.
Geopolitical uncertainty is uncomfortable. But for those who read it clearly, it is also a map.
Mayank Gupta retweeted
India's peak power demand hit 260 GW yesterday. New all-time record. During a heatwave with 47°C temperatures across North India.
The grid held. No blackouts. That sentence alone is an engineering achievement most people will not appreciate.
Five years ago India had chronic power deficits. Load shedding was normal. In 2023, peak demand hit 243 GW and several states struggled. In April 2026, the grid delivered 260 GW without a single major failure.
What changed: 26.5 GW of new capacity added in FY26 — largest annual addition in a decade. Solar alone contributed 18 GW. New HVDC transmission corridors connecting surplus regions to deficit ones. Battery storage deployments cushioning peak load.
But the margin is razor thin. India's grid is designed for about 270 GW. We just touched 260 GW. That is 96% utilisation during peak hours. One more heatwave spike or an unexpected plant outage and the buffer disappears.
This is why every power stock hit 52-week highs. The market sees what the headlines miss — India needs $150 billion in power infrastructure investment over five years just to keep up. Data centres, EVs, semiconductor fabs, industrial expansion — all need reliable 24/7 power. The grid is the bottleneck holding everything else together.
Mayank Gupta retweeted
Hi @AppleSupport
I lost my mobile & it was claimed by somebody else in Hyderabad yesterday.
Please help me recover the phone.
@CyberCrimeshyd @cyberabadpolice it was lost @ Swarnagiri temple, please file an FIR, the shopkeeper confirmed somebody claimed the mobile & on CCTV.
Mayank Gupta retweeted
Indian Navy Set to Induct a Warship Every Six Weeks as Operational Tempo and Shipbuilding Surge Converge
idrw.org/indian-navy-set-to-…
Mayank Gupta retweeted
Tirupati Forge Ltd. Expands into Defence Manufacturing with State-of-the-Art Artillery Shell Production Facility
linkedin.com/pulse/tirupati-…
#MakeInIndia #DefenceManufacturing #Forging #AmmunitionManufacturing #TirupatiForge #Defence #tirupatiforgeltd #artilleryshells #155mmM107
Mayank Gupta retweeted
Visited Bharat’s largest solar cell manufacturing facility.
World class scale, technology & precision.
Complex chemistry behind every solar cell involves ultra-pure materials.
The process involves complex gases and specialty chemicals, handled in cleanroom environments.
📍Waaree Energies at Chikhli, Gujarat
Mayank Gupta retweeted
India’s Edge Revolution is Here. And It’s Only Getting Bigger.
With 102 Edge Data Centers planned across India, Techno in strategic partnership with RailTel Corporation of India Ltd, is building one of the largest edge infrastructure ecosystems in the country - bringing compute closer to users, enabling sovereign, low-latency infrastructure for enterprises, government, cloud, and content providers.
📍 Gurugram Edge DC is now LIVE
📍 Mahalaxmi (Mumbai) going live in October
As we continue to bridge India's digital divide from core to edge take a look at how we're powering the next phase of connected, compliant, and scalable growth.
Watch now: youtube.com/watch?v=1486N_yH…
Explore our Edge Network:shorturl.at/CeyVe
#EdgeDataCenter #RailTel #Techno #DigitalIndia #DataSovereignty #LowLatency #GurugramEdgeDC #MahalaxmiEdgeDC #DigitalInfrastructure
Mayank Gupta retweeted
The 36 MW data center on the shores of the Bay of Bengal in Chennai reflects the blend of tradition and technology. Enabled by ABS Fujitsu General’s sustainable #MEP methods, this green data hub by Techno Electric features 3.5+ km refrigerative piping, 5+ km chilled water piping
Mayank Gupta retweeted
6/ Techno Electric (CMP: ₹1488; Target ₹1940; Upside: 31%)
🔌 Transmission EPC and Data Centre momentum; 39% revenue CAGR.
Mayank Gupta retweeted
There are many 'Gensol'still hiding in the cupboard—waiting to tumble out with time. Let’s hope it’s not too late by then.
10 Red Flags That Scream Before a Scam.
It’s wiser to be wary of companies that:
1. Talk big and overpromise
2. Maintain constant media presence — through news coverage, hyperactive social media posts, and endless interviews
3. Magnify even the smallest developments
4. Raise funds frequently without clarity on deployment
5. Diversify into unrelated businesses just to ride trending narratives
6. Overuse flashy buzzwords to sound innovative without real substance (e.g., “AI-powered,” “next-gen,” “disruptive”etc )
7. Flaunt lavish promoter lifestyles that don’t match company performance
8. Have high levels of promoter pledging
9. Face frequent exits of key personnel (CFOs, auditors, CXOs)
10. Engage in excessive related-party transactions
And yes — there may be more red flags beyond this list. Stay curious. Stay cautious. ⚠️ 📢
#investing #investor #StockMarket #shares #sharemarket
Mayank Gupta retweeted
Energy is the next UPI! Millions of small producers will participate in the Digital Energy Grid (DEG).
Full video: youtu.be/mHE3zaaVo9c?si=V3oc…
Mayank Gupta retweeted
HAL IN FOCUS
HAL: PM MODI SAID TO VISIT FRANCE ON FEB 10 || DURING THE VISIT, MAJOR ANNOUNCEMENTS EXPECTED IN DEFENCE SECTOR : HINDU
Mayank Gupta retweeted
Ministry of Defence signs a Rs 10,147 Cr deal with Economic Explosives Ltd, Munitions India Ltd & Bharat Electronics Ltd for advanced 𝐏𝐈𝐍𝐀𝐊𝐀 𝐌𝐋𝐑𝐒 𝐫𝐨𝐜𝐤𝐞𝐭𝐬 & 𝐒𝐇𝐀𝐊𝐓𝐈 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬.
The ADM Type-1 (DPICM) rockets will enhance area denial capabilities, while HEPF Mk-1(E) rockets bring extended range & precision for deep strikes.
This marks a significant step in modernizing artillery, strengthening India's firepower, and boosting indigenous defence production, MSME growth, & employment.
@DefenceMinIndia |
