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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
Future Enterprises Ltd recommended at around Rs.18.50, yesterday made a new 52-week high and closed at Rs.38.65 in the NSE. The next natural target comes around Rs.41-42, if Rs.37.50-37.70 holds.

Meaningless selling by the operators is pushing down the shares of Mandhana Industries Ltd (Rs.11.65) to some unbelievable levels. The company has a debt of only Rs.800 Cr and is doing SDR. It's retail arm us backed by ace investors like Rakhesh Jhinjhunwala and Ramesh Damani. 

Reliance Defense and Engineering Ltd is consolidating at around Rs.59-60, before the next round next round of upmove. This stock.like my other recommended counters like Vedanta Ltd, Himdalco Ltd, etc will invariably make new 52-week high. Keep accumulating at dips with a SL of Rs.58.

Note: I am not keeping well.since the last few days. Hence, this blog may/may not be updated regularly.

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