very nicely put , on not a directly related but important part of AI/ data center theme , can you try to cover Shree refrigeration for cooling side of this hot sector
Thank you, Amit. I hope it added value. Yes, Cooling is a Major Part of the AI/DATA Centre Theme, but Shree Refrigeration is more into a defence-focused manufacturer of advanced refrigeration and HVAC systems. Newly listed, so I have to track it closely, can't say as of now.
But you can look into names like KRN, Aeroflex, Navin Fluorine,
Need your write up on moschip vs asm technologies, amazing write up on AMS,in no time it becomes 3bagger from 125 rp around a year back,do you still feel ,it is long story
Sure, I will craft that as well soon. Yes, AMS has been a Great Pick. Rev. Visibility is high in the Coming Years, but it's better to book some profits
What a write up...Execution is key,Large TAM ,Local Hyperscaler with computer..Noida DC/Chennai DC revenue is key.,Partnership with L&T & if both team can collaborate in time come
very nicely put , on not a directly related but important part of AI/ data center theme , can you try to cover Shree refrigeration for cooling side of this hot sector
Thank you, Amit. I hope it added value. Yes, Cooling is a Major Part of the AI/DATA Centre Theme, but Shree Refrigeration is more into a defence-focused manufacturer of advanced refrigeration and HVAC systems. Newly listed, so I have to track it closely, can't say as of now.
But you can look into names like KRN, Aeroflex, Navin Fluorine,
Need your write up on moschip vs asm technologies, amazing write up on AMS,in no time it becomes 3bagger from 125 rp around a year back,do you still feel ,it is long story
Sure, I will craft that as well soon. Yes, AMS has been a Great Pick. Rev. Visibility is high in the Coming Years, but it's better to book some profits
What a write up...Execution is key,Large TAM ,Local Hyperscaler with computer..Noida DC/Chennai DC revenue is key.,Partnership with L&T & if both team can collaborate in time come
I agree execution is everything, and revenue to Noida/Chennai DCs is most Important, along with a Clear and concrete collaboration timeline with L&T