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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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When this report is being written, the  BSE Sensex was seen at 36,552.07 down 185.73 points (-0.51%) while Nifty was trading at 10,753.20 do an 55.35 points (-0.56%). This market is purely driven by liquidity and hence there is a disconnect with the fundamentals of Indian economy. The Nifty would continue to get support around 10700, especially, post de-escalation of the tensions at Sino -- Indian border. 

#My recently recommended Spandana Spoorty Financial Ltd hit its 3rd consecutive buyer freeze today at Rs.671.80. The scrip was recommended around Rs.551 in this blog. Accumulate in every declines. 

#Buy the shares of Texmo Pipes and Products Ltd near Rs.14/15, for short term targets of Rs.17/18. It is a Rs.10 face value share with book value at Rs.57.49.
The pipe manufacturing sector should do well as the NDA government has stepped up its efforts to optimize water supply for irrigation and infrastructure spaces. 

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