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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...
Tit - bits
#The scrip of United Bank of India Ltd
(Rs.8.70) is consolidating around the current ranges. It needs to close above Rs.8.80 for the beginning of the next level of upmove. It is a safe scrip and should give decent returns over a period of 3/6 months.

#Buy the shares of Texmaco Rail & Engineering Ltd at Rs. 34.50, T: Rs.39/41, SL: Rs.31.
Texmaco’s wagon vertical ended Q1FY20 with an order book of Rs 11.7 bn (Rs 12.1 bn at FY19-end). Traction in private sector wagon ordering sustained with the company winning Rs 1.1 bn worth of orders (Rs 5.6 bn in FY19). Its peer group company Titagarh Wagons Ltd (Rs.46.95), shot up by more than 9% today. With Railway budget in the offing,  the Railway related stocks are likely to gain momentum soon.

#The stock of 63 Moons Technologies Ltd (Rs.102.30) has a great future ahead as the company has got lot of court ruling in its favour.  I'm looking for a price target of Rs.131/137 in the coming.  Keep accumulating with a SL: Rs.99.

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