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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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#Texmaco Rail and Engineering Ltd is consolidating at the current levels.  It would be better if you book some profits,  if you have averaged when its price fell and hold the rest with a SL of Rs.32. The stock crossed Rs.35 on the upside yesterday. 

#We have bought some shares of Arvind Ltd at around the CMP Rs.39.85 on the hopes of the revival of the textile sector. If you buy, then please do keep a SL at Rs.37.

#The shares of United Bank of India seems to be in for a long consolidation phase.  But the question is why is the scrip not able to cross Rs.10 even after such good (last)  quarterly results? Are we missing something that the marker perhaps knows? Keep a SL at Rs.8.60. Don't add further.

#The stock of 63 Moons Technologies Ltd (Rs.103.05) today tried out  to break out of the current ranges and touched Rs.105.90. It needs to close above Rs.107 to give a decisive break out. Keep a SL at Rs.101.60.

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