I analyze select stocks and discuss it through its entire life cycle. No buy / sell recommendation ... that is individual prerogative. Am also an avid trekker.
Pune
Joined June 2015
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I asked AI how the cash flows for anthropic should look for next 10 years to give a 10% IRR for a 1.5 trillion USD valuation. Look what chatgpt is giving an answer. So my thesis is either those investing trillions cannot use AI or they know but they are making monkeys of us.
Ganga MATA.
Which civilization throws rubbish on your own mother.
Rivers all over india are just sewer gutters now.
Day is not far when nature will take its revenge and it will be brutal and merciless.
They stopped the flow of the Ganga near Har ki paudi at Haridwar for next 18 days just so they can clean it before Diwali. And the moment the water level dropped the truth came out...the entire riverbed is buried under clothes, plastic bags, discarded slippers, and pure filth.
The natural stones that should be there..but completely hidden under our garbage.
Year after year the same story bhakts leave behind their waste the administration stops the water once a year, locals cleans up the mess we created and then we start dumping again the moment the water returns. 😒
You cant revere a river as divine and simultaneously turn her into a landfill.
If this is how we treat the river we claim to worship then maybe we dontt deserve to call her MAA at all.
Period !!
French economy is on edge of a cliff. Its debt is 120% of GDP, Pension costs are out of control, demographically it is dying, most of its economy is govt controlled. i read it would cost 1 trillion euros to bail it out. A time bomb nobody noticed because it is in europe.
Genz has no clue what it was when Congress was the paramount power.
And these guys now talk about democracy.🤣🤣🤣
Let this continue. In 15 to 20 years our hills will be plastic garbage dumps, our rivers will be sewer guttters, our agricultural lands will be wastelands, ground water full of microplastics. We will face an environmental disaster like nothing seen. Only then we will learn.
Condition of Mcleod Ganj.
Next time you hear someone saying Switzerland.. Send this video.
Himachal needs to start promoting trash tourism now.. Come volunteer to clean and get a room and food for free for a few days.
#himachalpradesh #tourism #himalayas
All forts in maharashtra..... same state.
Chanting Har Har mahadev, Chatrapati shivaji maharaj ki jai while spitting, throwing plastic wrappers, beer cans, vodka bottles and even used condoms.....
Today it seems indian market is falling because of paris riots... last week due to the cockroaches..... week before that due to hormuz.... before that due to the houthis..... before that due to a war in northern sudan...... before that due to riots in congo......
Meanwhile @France24_en
🤣🤣🤣🤣
I tried predicting the market n failed everytime. 97 percent do. Dont waste ur time in this it has no roi. Focus instead on researching industries n companies where money is flowing in.
Anondita Medicare is consolidating. The key is the approval of female contraceptives from UNFPA/WHO which is pending. Once that comes through you will not get it at this valuation.
PS. Female contraceptives sell at approx 50 rs per piece while male at 1 rs per piece.
The bull market will not start till all lose hope. This is the Capitulation phase. Once retail is cleaned then the sharks will take it up vertically from bottom. You will see a deluge of "bad news" till we hit the despair phase.Thats why we need to live thru a complete cycle
What india needs is not a cockroach movement. A massive Swatch bharat movement (which has been a colossal failure). 90% of the online hatred on india is because we have ZERO civic sense n justified. Only a catatrophic environmental disaster which is coming soon will improve us.
I chose adisoft technologies.
🤖🔥 INDIA’S ROBOTICS & AUTOMATION BOOM
One of India’s emerging manufacturing and technology themes to watch.
📈 GROWTH PROJECTIONS
• Intelligent Robotics: 30.2% CAGR from 2025–2030, with the market projected to grow from $450.5M to $1.68B.
• Robotic Process Automation (RPA): 30% CAGR from 2026–2033, with India’s market projected to reach $1.23B.
🤖 1. ROBOTICS & FACTORY AUTOMATION
ABB India • Siemens • Honeywell Automation • Affordable Robotic & Automation • Jyoti CNC • Macpower CNC • Schneider Electric Infrastructure • CG Power • L&T • Bharat Bijlee
⚙️ 2. MOTION CONTROL & COMPONENTS
Bharat Gears • Elecon Engineering • Shanthi Gears • Schaeffler India • SKF India • Timken India • NRB Bearings • RACL Geartech • AIA Engineering • Tube Investments
🔌 3. ELECTRONICS & CONTROL SYSTEMS
Kaynes Technology • Syrma SGS • Avalon Technologies • Cyient DLM • Centum Electronics • Rishabh Instruments • Bosch • Bharat Electronics • HBL Engineering • Dixon Technologies • Amber Enterprises
💻 4. SOFTWARE & DIGITAL AUTOMATION
TCS • Infosys • HCLTech • Wipro • LTIMindtree • Persistent Systems • Coforge • Mphasis • Tech Mahindra • Tata Elxsi • Cyient • Happiest Minds • Newgen Software • Sonata Software • Zensar Technologies
🏭 5. INDUSTRIAL & LOGISTICS BENEFICIARIES
Bharat Forge • Cummins India • Maruti Suzuki • Mahindra & Mahindra • Tata Motors • TVS Motor • Motherson • Delhivery • TVS Supply Chain Solutions • Reliance Industries
📌 Important: These are potential direct and indirect beneficiaries, not all pure-play robotics companies. Market growth does not guarantee equivalent revenue growth for every stock.
Keep this list on your radar. Research the business exposure, order book, earnings and valuation before making any investment decision. 📊
Adisoft technologies : into industrial automation n robotics. Another gem company from pune after techera engineering and univastu.
