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@Ajaya_buddy "@BasantBaheti3 Several quality midcaps have used last 5-6 quarters to do massive clean ups & raise capacities implement efficiencies at all levels this will show big time in next 4-5 quarters.plus froth has gone stocks & PEs have halved so that is key part of my hypothesis . i could be wrong"
X Link @Ajaya_buddy 2025-10-16T05:06Z 47.7K followers, XXX engagements

"TCS commentary on data centers forey/ biz is quite interesting if you have been lucky & have data center value chain stocks in your portfolio at right entry levels then hold tight & the enjoy the ride.no need to be cute by timing & entry exit tactics next 3-5 yrs could be good"
X Link @Ajaya_buddy 2025-10-10T03:10Z 47.7K followers, 9146 engagements

"@DoctorLFC Now there is a FOMO in Indian luxury scotch space . every alco bev every celeb adds the word Glen and launches or some deep Indian type Hindi name . no differentiation"
X Link @Ajaya_buddy 2025-10-12T14:01Z 47.7K followers, XXX engagements

"Why is the market rising GST cuts will take time to trickle down So much IPO supply Earnings havnt improved INR is still weak No trade deal yet Rising Bullion hints at global risk building US Debt & Mag X led rally Valuations still not cheap 😂 did i miss any negative"
X Link @Ajaya_buddy 2025-10-15T05:11Z 47.7K followers, 1591 engagements

"Met/ heard 3rd promoter in 2-months saying we are looking forward to attract diverse global talent who are looking back toward India in various capacities Tech consulting health tech capital markets precision engineering sectors all across promoters looking to attract talent"
X Link @Ajaya_buddy 2025-10-12T11:42Z 47.7K followers, 1691 engagements