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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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Today's Calls: 
1. Buy Axis Bank Ltd at Rs.515, T: Rs.540, SL: Rs.507.
2. Buy Jaiprakash Associates Ltd (J P Associates Ltd) at Rs.7.58, T: Rs.10.5-12.40, SL: Rs.6.7 (on closing basis).  
3. Buy JSW Energy Ltd at Rs.80.40, T: Rs.91-97, SL: Rs.76.

 The Economic Times, wrote today: 
The government is mulling an additional Rs 25,000 crore allocation to roads, railways and power sectors over and above the allocation made to them in the Union Budget, potentially providing a mid-year boost to public spending. 
All three ministries — road transport and highways, railways and power — are currently in advanced talks with the finance ministry to secure additional allocation. 
This is going to push up the demands for the stocks in the Infrastructure, Banking and Power Sectors. Those who are already holding the shares of J P Associates Ltd should further accumulate, on intra-day declines. 

 Moreover, both Unitech Ltd (Rs.5.85) and J P Associates Ltd (Rs.7.58) have good land reserves. Unitech Ltd has a whopping land reserves of 300 mn sq. ft or 30 crore sq. ft. Now if we put Rs.3000 per sq.ft  and then calculate the value of the land bank of Unitech Ltd, how much does it come? Just do it please... :)  

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