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TCS's 1 GW AI data center plan isn't just a tech expansion; it's a strategic pivot from an asset-light services model to a hard-asset infrastructure play. ⚙️ They are shifting from selling human capital to providing the foundational 'picks & shovels' for India's sovereign AI

Tax Audit due date should be 30 Oct 2025. ITR Audit due date should be 30 Nov 2025. The @FinMinIndia should announce an extension in a day or two @PMOIndia @nsitharamanoffc, considering delay in ITR forms impacting available time for tax audits. #PenDownNoExtensionNoAudit

When private equity is coming in NGO business of school that is teaching our young generation. It could be boon if best practices of worlds are implemented and curse if school turned into profit machine. #indianeducation #schools

For your print out on the front wall

US Tarrifs are in place at 50% right now and If US wants Trade deals then US should atlest reduce Tarrifs to 25% as a gesture to trade deal positive devlopment. #usindiatrade

GST rationalisation may have postively impacted #cement industry by a price rduction but what it desprately needs a lot of real estate projects and governemnt infrastructure projects. #ACC #AMBUJACEM #StockMarketIndia #Nifty50

It is interesting to see sugar free is more profitable than coke with sugar #PEPSI #cokezero400 @TheKenWeb:

Contradicting news by #Trump in same page .He wants trade agreement with 100% tarrifs on India

In the #AppleEvent    apple decided to launch #iPhone17 with same pricing and all the shocks that arises from #Tarrif war shall be absorbed by Apple itself. So is it a signal some trade pact is going to be signed and tarrif will not impact? https://t.co/2jZ7wGiWfI

As per article FIIs are continuously selling because market is overvalued. But that is not being reflected in constant flows in mutual funds that is DIIs

Just learnt order flow analysis. Learning Technical with fundamental synergies investing. #StockMarket #investing #Nifty50

Many things are covered in #GSTCouncilMeeting What I missed too much is GST on mobile is same. When led,lcd get reduced rate then why not mobile?

If vehicles are e20 compliant then e20 fuel may be implemented but if they are not in compliance with e20 fuel then government should not force e20 fuel, as vehicle bought by consumer are very close to them it should not be damaged by fuel. https://t.co/hBPMCSMQNw

I think based on #relianceagm they need to empower consumer beyond their platform.

#jio is working in AI at very fast pace but it's consumer are not directly feeling like airtel users. They are making changes in Disney hotstar and their products.

#Airtel is providing perplexity and AI spam protection and reaching out to mass public or its users. Airtel is providing service in integration with perplexity.

Today I saw the glimpse of Reliance industries ltd. One thing I noticed that they have very different types of approach towards AI.#jio #Airtel #relianceagm #Reliance

Bottom Line: This isn't about predicting outcomes. It's about understanding how geopolitical events impact markets. Trade policies create ripple effects that extend far beyond headlines. Knowledge helps you interpret market movements better. What patterns do you see? Share below

The Key Insight: Markets hate uncertainty more than bad news. Historical data shows that clarity (positive or negative) often leads to decisive market moves. The pattern repeats: uncertainty → volatility → clarity → direction.

Which sectors are most exposed: 🔴 HIGHER EXPOSURE: Textiles & garments Chemicals & pharma Auto components Gems & jewelry 🟢 LOWER EXPOSURE: Domestic consumption Banking & financials Real estate Understanding sector dynamics matters