Mayank Gupta
@MunkThePunk
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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
Sun will shine all your living life ... you just have place yourself nicely to get the sunshine 😊!!!!!
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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.
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Pastor Charles delivers another inspiring sermon this week in which he declares his position on marriage; coupled with his related declaration on loving your neighbor as yourself. This effectively and respectfully mediates between the often extreme views on these issues.
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Although, the original tweet is in context with US stats, the phenomenon is rather global. I have been saying this for a very long time now that energy storage and power transmission are the biggest global gap and both of these segments in the energy space will create massive
People are rushing to data center stocks but the real AI play is energy. Morgan Stanley predicts a 36GW power shortfall in the U.S. due to the expected data-center buildout over the next three years. We need to ramp up capacity + storage ASAP. $CEG $FLNC $BEP $NEE $ET $SEI
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Power demand from AI data centers to quadruple in 10 years, per Bloomberg:
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What a great statement 😇! You cannot stay on the summit forever; you have to come down again. So why bother in the first place? Just this: What is above knows what is below, but what is below does not know what is above. One climbs, one sees. One descends, one sees no longer,
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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
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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
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6/ Techno Electric (CMP: ₹1488; Target ₹1940; Upside: 31%) 🔌 Transmission EPC and Data Centre momentum; 39% revenue CAGR.
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Looking ahead in time is the single most important strategy that works in the world of investments. The second most important strategy is to show patience in your investments. #Defence #PatienceYoga 🧘♂️
When the world becomes largely right wing, we will always see a focus in defence. This is a global phenomenon. Luckily, Indian government is majorly focussed in making defence sector a net exporter! This theme hasn’t even started properly. Companies that are gearing up and
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Techno Electric and Engineering - A beast in the making - Power Transmission and Datacentre! A lot of analysis since yesterday has been done with regards to its financial performance for FY25 and oh yes, what great mind blowing numbers 🥂! Its existing power transmission,
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#TirupatiForge has gone green and commissioned 4.8MW capacity solar plant purely for captive consumption. This will make bottomline efficient anywhere between 2.5 crore to 5 crore for FY26 and onwards. #Solar @Tirupatiforge
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Tirupati Forge Limited - Shaping up as a defence play 🤓 - Huge Trigger! Comment: As I have noted that there are a lot of very big companies such as HAL, BDL, BEL, Bharat Forge etc that would be majorly involved in making aircrafts, battle tanks, missiles, drones, anti-drones,
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Why the 155mm Shell Is One of the World's Most Wanted Objects Now | WSJ Equipped The 155mm round is the most requested artillery munition by Ukraine for their war against Russia. And now Israel needs it as well for its war against Hamas in Gaza. 155mm rounds are mainly used in
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Arms Manufacturers Catching Up with World's Insatiable Need for 155mm Rounds PARIS — It’s the shell everybody seems to want. Since the war began in Ukraine the demand for the relatively low-tech 155mm ammunition has skyrocketed, with the nation firing as many as 8,000 rounds per
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There is a silver lining in this whole India Pakistan conflict that happened lately. Not only it has made India proud of what it has achieved so far in the defence sector but also it has helped our government to regain focus in terms of appropriate fund allocation and hopefully
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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
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"What makes Boylan’s novel so brilliant is that it’s relatable. It conjures up early 20th century Paris and Vienna with superlative clarity while describing events and characters that are all entirely relevant." --Dante Pettapiece. Read it and see if you agree!
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