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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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The BSE Sensex started with a bang, as expected and was mentioned in my morning blog post.  The Sensex is now trading at 38,757.74 up 563.82 points (+1.48%), while the Nifty is seen at 11,417.80 up 139.80 points (+1.24%). The Nifty longs can continue for a target of 11560.

#Buy the shares of 20 MICRONS LTD (Face Value: Rs.5) near the CMP: Rs.29.55 (but preferably during market dips) with SL: Rs.26. T: Rs.35/36. The scrip has a book value of Rs.49.14 and market cap of only Rs.104.45 Cr.

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