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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...
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WINNING STROKES: THINK DIFFERENT
Buy Jubilant Lifesciences Ltd at Rs.115.95
As expected Allied Digital Services Ltd  moved up today, before closing at Rs.13.33. The scrip hit an intra-day high of Rs.13.35. I had earlier given a target of Rs.17-18 for the scrip in the short term, as its Q4FY14 results are expected to be good. 
Entegra Ltd today touched Rs.4.05 before closing at Rs.3.99. I hope most of you have taken position in this fantastic company. 
P C Jeweler Ltd today touched the 6th target of Rs.102, before closing at Rs.99.25. If you remember, this scrip was strongly recommended at around Rs.72-73 some weeks back and has given fantastic returns over a period. The other two recommended counters, viz. Shree Ganesh Jewelry House (I) Ltd (Rs.27.60) and Gitanjali Gems Ltd (Rs.83.05) are also expected to give good returns going forward. Whether the government cuts the import duty or not, the gold companies who are export oriented would continue to do well in in the bourses. 
My recommended BHEL touched its first target of Rs.154, as it hit Rs.156.75, intra-day. The second target for the scrip is Rs.161. 

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