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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  Estd 2006 Corporate Strategy  |  AI Pivot & Power Infrastructure Reliance Power's AI Pivot (₹25.10): Rebranding, ₹9,000 Cr Capital, and a Policy Tailwind Arriving Right on Cue Four renamed subsidiaries. A ₹9,000 crore fundraise. And a state government simultaneously building the exact demand this pivot is betting on. On June 30, 2026, Reliance Power quietly filed one of the more consequential corporate-identity shifts in the Indian power sector this year. Four of its subsidiaries were renamed Reliance AI Green Power, Reliance AI Power, Reliance AI Data Control, and Reliance AI Data C — and the company formally added artificial intelligence and technology-enabled services to its business objects. This was not a data-centre announcement or a customer contract. It was...
Market Mantra
Southern Onlie Bio Tech hits the BUYER FREEZE before cooling down. One should accumulating from here. CMP; Rs.4.55.
Buy  J P Associates at Rs.86--86.20, T--Rs.91, SL--Rs.85. Following RBI Policy one shoud buy all the rate sensitives. Subbarao has cut the repo rate, the rate at which RBI lends to banks by 25 basis points to 7.75% as markets expected. A bonus 25 basis points cut in cash reserve ratio cut at 4% that will release Rs 18,000 crores into the system. A basis point is 0.01 percentage point. Gross Domestic Product growth for the fiscal has been reduced to 5.5%, from 5.8%. Inflation as measured by the Wholesale Price Index may fall to 6.8%, from earlier forecast 7.5%.
Buy Nifty futures at 6066 (spot), T---6090, SL--6040 (spot)......The marke is now buy on dips.

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