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Quality Power
Bought @ 439 to CMP 1545 ๐ฅ
Follow @TheAlpha10X for more such high conviction ideas.
For Early Entries see comment section.๐๐๐
Azad Engineeringโ
The company reiterates its long-term annual growth guidance of over 25%.
Exports expected to remain above 85% of sales.
Current installed capacity targets an annual revenue run rate exceeding 1,300 crore by FY28-end.
Big Breaking: ๐ข
Data Centre & AI Capex Boom Continues ๐ฅ
It reinforces the long-term growth outlook for Data Centres and Computing Capacity.
Let's study it in detail ๐๐
REPOST & SHARE โ
Goldman Sachs remains optimistic about massive US Data Centre investments.
Significant capital expenditure in computing capacity is expected to continue.
AI infrastructure financing demand remains strong.
Goldman Sachs continues participating in AI-related capital market transactions.
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TheAlpha10X retweeted
JEFFERIES: 7 STOCKS WITH UP TO 51% UPSIDE ๐ฅ
Global brokerage Jefferies has identified 7 Indian stocks with BUY ratings.
Price targets indicate potential upside ranging from 9% to 51%.
REPOST & SHARE โ
Here are the stocks, target prices and upside potential๐๐
JEFFERIES: 7 STOCKS WITH UP TO 51% UPSIDE ๐ฅ
Global brokerage Jefferies has identified 7 Indian stocks with BUY ratings.
Price targets indicate potential upside ranging from 9% to 51%.
REPOST & SHARE โ
Here are the stocks, target prices and upside potential๐๐
TheAlpha10X retweeted
Supplying GE, Siemens and Rolls-Royce!
This Indian aerospace company has secured customer agreements worth โน3,200 Cr, creating a massive global growth opportunity ๐๐
REPOST & SHARE โ
Supplying GE, Siemens and Rolls-Royce!
This Indian aerospace company has secured customer agreements worth โน3,200 Cr, creating a massive global growth opportunity ๐๐
REPOST & SHARE โ
Azad Engineering
Business & Growth
- Supplies global giants like GE, Siemens Energy and Rolls-Royce.
- Customer agreements worth approximately โน3,200 Cr.
- H1 FY27 revenue grew 28.6% YoY.
- EBITDA surged 34.3%, with margins reaching 37.6%.
- Management targets โน1,300 Cr+ annual revenue run-rate by FY28.
- Long-term revenue growth target: 25%+ annually.
Strong growth momentum backed by global aerospace demand.
Competitive Advantage
- 1,700+ qualified aerospace components.
- 45+ specialised manufacturing processes.
- Six dedicated manufacturing facilities.
- Strong technical capabilities and established global customer relationships.
- Positioned to benefit from increasing aerospace outsourcing.
- Expanding opportunities across aerospace and energy supply chains.
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TheAlpha10X retweeted
MY DIWALI PICKS ๐ช๐ช
14 High-Potential Stocks
2Xโ3X Potential in 2โ3 Years ๐ฅ
1. Ind-Swift
2. Fredun Pharmaceuticals
3. Diamond Power
4. Xtranet Technologies
5. JG Chemicals
6. KMEW
7. Sudeep Pharma
8. PNGS Reva
9. Sejal Glass
10. Cyient DLM
11. Unimech Aerospace
12. Krishna Defence
13. Divgi TorqTransfer
14. Macpower CNC
REPOST & SHARE
Which of the stocks do you like the mostโ
For Detailed Analysis of these stocks, see comment section below ๐๐
MY DIWALI PICKS ๐ช๐ช
14 High-Potential Stocks
2Xโ3X Potential in 2โ3 Years ๐ฅ
1. Ind-Swift
2. Fredun Pharmaceuticals
3. Diamond Power
4. Xtranet Technologies
5. JG Chemicals
6. KMEW
7. Sudeep Pharma
8. PNGS Reva
9. Sejal Glass
10. Cyient DLM
11. Unimech Aerospace
12. Krishna Defence
13. Divgi TorqTransfer
14. Macpower CNC
REPOST & SHARE
Which of the stocks do you like the mostโ
For Detailed Analysis of these stocks, see comment section below ๐๐
For Detailed Analysis of these 14 High Potential Stocks ๐๐๐
t.me/TheAlpha10XClub
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Lets assume a hypothetical case where AI Ban is attempted by Democrats
What will happen then can be presented as this :
1. Democrats control both chambers from January 2027.
2. They can introduce AI regulation bills and pass them through Congress with sufficient support.
3. Trump will VETO those bills.
4. Democrats cannot override his veto with their current numbers.They need 2/3 majority in both the houses separately to override Trump Veto.
Which is not possible. They don't have this much majority.
โ
Conclusion: Trump is the biggest hurdle in any stupid attempt to ban or cause hurdles in the way of AI.
Trump is the biggest champion of AI.
He has already indicated that he will veto any such attempt.
So it's not possible to severely curtail or ban AI in USA
Only regulations can come which may not be as bad as portrayed.
REPOST & SHARE โ
TheAlpha10X retweeted
7 stocks by Jefferies
30%-54% upside potential.๐ฅ
Key investment themes:
- Strong earnings growth.
- Improving business fundamentals.
- Sectoral growth opportunities.
- Expansion-led growth potential.
REPOST & SHARE โ
Let's discuss the stocks ๐๐๐
7 stocks by Jefferies
30%-54% upside potential.๐ฅ
Key investment themes:
- Strong earnings growth.
- Improving business fundamentals.
- Sectoral growth opportunities.
- Expansion-led growth potential.
REPOST & SHARE โ
Let's discuss the stocks ๐๐๐
Stocks Target Price Upside
1. PB Fintech: 1,540 54%
2. Lodha Developers: 1,450 40%
3. SBI: โน1,320 | 34%
4. Bharat Electronics 490 30%
5. Max Healthcare: 1,200 35%
6. Bajaj Finserv: 2,300. 34%
7. ITC: 350. 32%
Key Growth Triggers:
- PB Fintech: Insurance business growth.
- Lodha: Real estate + Data Centres.
- SBI: Loan growth and improving margins.
- BEL: Strong defence order pipeline.
- Max Healthcare: Hospital expansion.
- Bajaj Finserv: Lending and insurance growth.
- ITC: FMCG and paperboard business.
Source: Financial Express | Jefferies Research









