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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006   Follow-Up Report · Semiconductor Deep-Dive Kaynes Technology: The Chip Wakes Up Kaynes Technology Ltd  (Rs.3856.30)  was earlier discussed on SumanSpeaks on 5 July 2026 , when the stock traded at ₹3,333.80 after a brutal 60% correction. This is a follow-up report — and it deliberately does not revisit what was already written. That report dissected the cash-flow crisis, the valuation multiple and the technical chart. This one asks a narrower, sharper question: what exactly is happening inside the semiconductor business, and has it changed the story? There is a particular kind of silence that falls over a factory floor in the seconds before the first commercial unit rolls off a new line. It is not the silence of doubt. It is the silence of arrival — the moment a company stops talking about entering an industry and simply enters it. On 31 March 2026, at Sanand in Gujarat, th...
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WINNING STROKES: THINK DIFFERENT:
[Updated at 11.25 pm]
ICICI Bank tanks to some dismal level after a sell was given in the morning mail to the Paiod Groups. The following message was sent to the Paid Groups in the morning: ICICI Bank could be shorted and money should be invested in the Sugar and Fertilizer companies.
Intra-day Call for today (given before the markets opened):
1. Buy Opto Circuits at Rs.81--Rs.83, T--Rs.85--88, SL--Rs.79
2. Sell Mundra Port at Rs.310-314, T--Rs.306--302, SL--Rs.317
3. Sell Sterling Bio at Rs.143--147, T--Rs.140--138, SL--Rs.150.
Moreover:
  • Quickie (Very short term calls) calls for this week: Praj Industries Ltd/ IFB Agro Industries Ltd. (Yes you have guessed it correct)
  • Sunday Report Call for this week: Bartronics Ltd (Yes some of you have guessed it correct). Both the calls are shooting up.............
  • Now try to guess what was the Future and Options (F & O) Call sent to the Paid Groups in the morning......It is a Reliance Group company other than RIL.
Detailed Chart-check
(Excerpts of one of the Morning Mails to the Paid Groups):
The initial morning flurry in the Friday’s trading session gave way to a rangebound day. Eventually Nifty ended the day comfortably above the 3100 mark continuing its winning spree.
The ability of the market to hold on to the gains registered in the last few trading sessions of the previous expiry has been very encouraging to say the least. The strong pattern resistance in the........XXXXXXX....(This portion is only for the Paid Groups)...........belt seems a achievable target for the bulls this time.
A minor corrective swing is entirely conceivable at this point of time.
However, it could be noted that this corrective swing is likely to be shallow and short-lived. Accordingly, investors are suggested to continue buying on declines for a target of 3350 odd levels. Fertilizer and Sugar counters were advised to be accumulated.
Note: Those who are interested in joining the Paid Services should send me a mail at:

The discount scheme for the Paid Services related to stock markets is valid till 30th April, 2009.

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