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@ResearchSOIC "The Rise of Super Specialisation: Oncology and CONGO The shift towards specialty care is pronounced driven by the increasing burden of non-communicable diseases (NCDs) which accounted for nearly XX% of all deaths in India in 2016. This fuels the growth of high-value specialties such as Cardiology Oncology Neurosciences and Orthopaedics (CONGO). Several players including MAXHEALTH and HCG are aggressively expanding their Oncology offerings viewing it as a major structural growth driver Source - JM Financials"
X Link @ResearchSOIC 2025-10-05T09:57Z 3371 followers, XXX engagements

"Power Crisis & PPAs Power is the choke point. Orders for Gas Turbines are projected to smash 120GW by 2030 (vs. 60GW current installed capacity) indicating a profound supply/demand mismatch. The cost of a combined-cycle gas plant has surged from 800/kilowatt(2021) to 2500$2800/kilowatt today driving high gas-fired power costs. The supply chain of these gas turbines is controlled by the three global triad Mitsubishi Siemens and GE Vernova. And one of the most interesting player has emerged from India a capital goods company that became one of the biggest beneficiaries this AI led Capex This"
X Link @ResearchSOIC 2025-10-14T08:16Z 3374 followers, XXX engagements

"Apollo hospitals AHEL reported consolidated revenue growth of XX% YoY in Q1 FY26 (5842 crore). The company is Indias largest integrated healthcare ecosystem. Strategic capacity expansion targets 13750+ approved beds by FY30. The company is proceeding with the strategic reorganisation/demerger of Apollo HealthCo (Omnichannel pharmacy and digital health) which targets a revenue run-rate of 25000 crore by the end of FY27 with X% EBITDA margins on a combined basis"
X Link @ResearchSOIC 2025-10-05T09:57Z 3358 followers, XXX engagements

"Evolv Technologies is a prime example of the specialized integration described in your note - It fits this third phase of AI by: Deeply integrating AI into a specific industry: Evolv applies advanced AI including sensor fusion and computer vision directly to the physical security and public safety sector. Demonstrating high specialization: Instead of developing general AI Evolv focuses on a single critical application: real-time threat detection. This showcases the trend of companies concentrating on niche AI subsets to drive targeted advancements. Acting as an autonomous agent: The Evolv"
X Link @ResearchSOIC 2025-10-14T08:17Z 3417 followers, XXX engagements

"Just quickly listing out some of the proxy plays - Picking out the shovel that is digging the gold Connectors & Optics Theme: Connectors/Optics Modules. High-speed data transfer (800G to 1.6T) necessitates fiber components with high margins. Co: Fujikura (5803.T). Thesis: High Operating Profit Margin (OPM) beneficiary of GPU cross-connects increasing usage of optical multi-core connectors. Evidence: Holds high market share in multi-core optical cables/connectors for DC/AI server apps Power Supply Theme: AI Rack Power Supply. High power density requires specialized high-share vendors. Co:"
X Link @ResearchSOIC 2025-10-14T08:17Z 3383 followers, XXX engagements

"Indian Pharma players September and Q2Fy26 export performance - MoM winners (Sep25) - Ami Organics +468% JB Chem +226% Blue Jet +134% Natco +119% Solara +103% Neuland +94% Cipla +59% Divis +24% YoY (Sep25 vs Sep24) leaders: Sequent Scientific +287% JB Chem +62% Laurus Labs +58% Ami Organics +50% Natco +49% Sai Life +47% Aarti drugs +43.64% Blue Jet Health +39.68% Q2FY26 YoY leaders: Sequent scientific +219.46% Laurus Labs +67.52% Natco Pharma +52.57% Ngl Finechem +28.21% Cipla +27.49% Aarti drugs +22.70% Disclaimer - Not a recommendation to buy/sell"
X Link @ResearchSOIC 2025-10-15T07:59Z 3418 followers, 24.1K engagements

"Here also the market is controlled by the triads - SK Hynix and Samsung (Korean players) and Micron (American player) together they control close to XX% market share SK Hynix leads the AI memory market surpassing Samsung thanks to its early development of High Bandwidth Memory (HBM) starting in 2013. HBM which stacks DRAM chips for faster data transfer was crucial for AI. SK Hynix's superior MR-MUF manufacturing process resulted in a more reliable product making it a key supplier for Nvidia's AI chips. Micron is also one of the players that has been selected for the HBM chips or Nvidias H200"
X Link @ResearchSOIC 2025-10-14T08:17Z 3407 followers, XXX engagements

"To grasp the energy needed to perform the XX septillion mathematical operations for pre-training Llama XXX let's break down the power consumption of the hardware used. An individual NVIDIA H100 GPU the workhorse for many large-scale AI training tasks has a power consumption of around XXX watts. Meta utilized a colossal 16000 of these H100 GPUs to train Llama XXX. To calculate the instantaneous power draw of this entire cluster we can perform a simple multiplication: 16000 GPUs XXX Watts/GPU = 11200000 Watts or XXXX Megawatts (MW) To put this into perspective XXXX MW is enough to power"
X Link @ResearchSOIC 2025-10-14T08:16Z 3418 followers, XXX engagements

"Capex Scale The buildout scale is staggering. Average data centre projects are now over 300MW with talk of 1GW campuses. Hyperscaler DC Capex (Alphabet AWS Microsoft Meta) combined total for 2025E is projected significantly over $100bn. GPU demand continues: Vertiv estimates GPU 10-year growth CAGR of 35-60%. for accelerated computing transition. In addition server manufacturers are packing more CPUs and GPUs into each rack to meet the accelerating demand for high-performance computing further increasing per-rack density. The rapid growth leads to increased power density requirement as AI"
X Link @ResearchSOIC 2025-10-14T08:16Z 3418 followers, XXX engagements

"Memory has become the new frontier for AI because it directly addresses the most significant limiting factor in AI performance today. For decades memory chips like DRAM (Dynamic Random-Access Memory) were the unglamorous low-margin part of the semiconductor industry. They were treated as a commodity where the primary goal was to produce them as cheaply as possible. The real value and innovation were seen in processor chips (CPUs and GPUs) from companies like Nvidia and Intel. The new thesis driven entirely by the AI revolution is that memory is no longer a commodity but a critical performance"
X Link @ResearchSOIC 2025-10-14T08:16Z 3418 followers, XXX engagements

"The Indian healthcare delivery industry is projected for robust growth at a Compound Annual Growth Rate (CAGR) of XXX% between FY25 and FY27. This expansion is supported by long-term structural drivers such as favourable demographics rising incomes increasing chronic diseases and the growth of medical tourism. The overall healthcare delivery market is expected to reach XXX trillion by fiscal 2027. Here's the deep dive on what's happening with the listed hospitals in India👇"
X Link @ResearchSOIC 2025-10-05T09:57Z 3417 followers, 11.2K engagements

"The physical brains fabrication and intellectual property layer. Names: TSMC ($978B m-cap) (Foundry) Cadence Design Synopsys (EDA/Design). KPIs: Node maturity (e.g. 2-5nm vs. India's 28nm target) CoWoS capacity ramp. GPUs CPUs TPUs specialized accelerators (ASICs) and high-speed networking. Names: NVDA (dominant) AMD TE Connectivity Fabrinet (Optics) Intel Cisco (Silicon P200 - Long distance data centre connectivity) KPIs: Flops/GPU Interconnect bandwidth (400G/800G/1.6T)"
X Link @ResearchSOIC 2025-10-14T08:17Z 3418 followers, XXX engagements

"Max Healthcare MAXHEALTH delivered a strong start to FY26 with XX% YoY revenue growth. The Existing Units showed robust performance reaching around XX% occupancy (excluding recent additions). The focus metric is annualized EBITDA per bed which stood at XX lakhs for the Network. Expansion plans include Nanavati and Smart Saket opening phases in Q3 FY26 supporting the target to double bed capacity in the next XX years"
X Link @ResearchSOIC 2025-10-05T09:57Z 3368 followers, XXX engagements

"August month export data for Pharma players Companies that outperformed in exports - Sai life sciences Neuland Laboratories Laurus labs Sequent scientific Lupin Cipla Natco pharma Disclaimer - Nothing is a buy/sell recommendation"
X Link @ResearchSOIC 2025-09-16T08:53Z 3413 followers, 32.8K engagements

"Deep Dive into Hospital Businesses (Q1 FY26 & Outlook) Let's now go business by business and understand where each and every business is going"
X Link @ResearchSOIC 2025-10-05T09:57Z 3360 followers, XXX engagements

"Layer 1: Data centres has to be the base layer of things Data centers housing servers with powerful GPUs and specialized accelerators like TPUs FPGAs and ASICs are the foundational backbone for machine learning computations. The maturation of distributed computing technologies will further enhance this enabling the combined processing power of networked machines to tackle large-scale machine learning tasks. This will also incentivize portfolios heavily invested in advanced networking solutions. Beyond hardware the initial phase also saw significant advancements in machine learning software."
X Link @ResearchSOIC 2025-10-14T08:17Z 3362 followers, XXX engagements

"These entities leverage scale brand equity and diversified service offerings. Max Healthcare stands out with industry-leading operational metrics including a Q1 FY26 network occupancy of XX% an ARPOB of 78200 and a ROCE of 26%. Its strategy is focused on deepening its presence in the high-potential Delhi NCR and Mumbai markets. Apollo Hospitals the largest player by network size is executing a significant pan-India expansion of over 3500 beds. A key value-unlocking catalyst for Apollo is its HealthCo subsidiary which combines a vast pharmacy network with a digital platform and is on track for"
X Link @ResearchSOIC 2025-10-05T09:57Z 3371 followers, XXX engagements

"To summarise this is how broadly the value chain of AI can look like and there can be many more very interesting plays in the world of AI apart from this For example - there is one company listed in hong kong exchange that operates in China is into Pre-fabricated data centre solutions (Wasion) whose subsidiary WeYoung is into this business. Weyoungs overseas orders have rocketed by XXX% year-over-year from just RMB XXXX million in H1 2024 to RMB XXX million in H1 2025. So this list can be unending but what one can do is go on step by step in analysing each part of this AI value chain and can"
X Link @ResearchSOIC 2025-10-14T08:17Z 3416 followers, XXX engagements

"Cooling & Interconnect Shift High-performance compute drives infrastructural change: Air cooling becomes unsuitable when single chip power exceeds 1kW. The liquid cooling market is expected to grow at a XX% CAGR reaching $3.5bn by 2028 (30% market share up from XX% currently). InfiniBand (NVDA technology) dominates high-bandwidth low-latency connectivity for training/inference. Optics demand surges over fiber/cable infrastructure. Our discussions suggest that Immersion Cooling will likely achieve a market share higher than the 3-4% recently projected by Legrand (compared to the current"
X Link @ResearchSOIC 2025-10-14T08:16Z 3377 followers, XXX engagements