Data Center Capex: Hidden Beneficiaries | Sadhan Deep Dive Sector Analysis

Data Center Capex : Hidden Beneficiaries | Sadhan Deep Dive Sector Analysis
Watch Next- In this video we Sadhan explained the business model of plastic recycler called #Ganesha #ecosphere which is a major #waste to #textile manufacturer • Transforming Waste Int...
0:00 Intro
5:40 Industry Overview
11:40 7 Demand Drivers
16:24 Cost Structure
17:07 Key Beneficiaries
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[@ajitkumarpanda6664]

My basket pic Bluestar Techno Electric Exicom & Volt Transformer

[@chandrashekharjakhalekar1746]

बहुत अच्छा मार्गदर्शन मिला l

[@anujkashyap2850]

Amazing insights 🙌👏

[@Construction_Interior_Talks]

As usual ....Qt powerful research . As a investor i would appreciate content like this .Keep doing good work .

[@devangsheth17]

Excellent research

[@AbhishekKumar-jq4pe]

Well presented with deep analysis. 😊

[@spartan1453]

Good work❤

[@nupur306]

As usual awesome work.

[@pareshsabhaya3979]

Very nice explain in data center video

[@angrybruce4770]

the kind of content i was looking for long time. Thanks a bunch. loving your work.

[@SadhanStocks]

My pleasure!

[@deepaksanotra]

Very good 👍

[@rajass756]

Very good analysis 👍

[@errohan3360]

E2E cloud computing

[@sandeep832]

Nice analysis

[@vardaanaggarwal397]

Great Video!

[@SadhanStocks]

Glad you enjoyed it

[@jacobpc2798]

Good analysis. If Ecco could be avoided it will have greater impact

[@gauravparekh8117]

Blue star will also benefit from Clean rooms for semiconductor manufacturing

[@anilpudota290]

Schenider , Exide, Techno electric, L&T are my choices apart from blue star

[@sriramlokesh7181]

Please share which microcap will be get more befinit in future.

[@vineetjain3222]

Techno Electric!! Cleanest and largest beneficiary

[@shrirangbrahmakshatriya2936]

The audio quality is very very bad. Kindly get some good quality mike for future videos.

[@ushamaurya9925]

Great analysis 👍🏻. Only problem is sound echoes too much.

[@MegaSekhars]

bhaiya please use language where you are more smooth,

[@OdiatechnoCrime]

👍👍👍👍👍

[@vijayabv]

Flink India Providers structure cabling for datacenters. It's a major beneficiary.

[@PardeepKumar-rs4yq]

Is there any company in India and the field of data centre like abacus and vuenow.

[@beinghuman10x]

Netweb Esconet Data pattern Adani enterprise

[@ankitmehrotra8519]

Esconet can be multibagger.

[@PRATAP526]

netweb sir

[@anshubhat1094]

Netweb technologies is best company for data centre but thing is market cap too large can't be multibagger only 1-2X

[@dilkushmeena3283]

I think market cap is not a big problem but ..... valuations are....

[@Fun-De]

Vuenow is best project

[@ideaofindia5584]

Netweb play all segments AI cloud deta enter HPC

[@deepumtr]

Blue star, Amber is also HVAC benificiary.

[@SadhanStocks]

Agree !

[@bodhraj7043]

Have you forgotten Anant Raj....?

[@chaitu8876]

What about black box ltd. I have invested 50k on it. Please advise.

[@ankitmehrotra8519]

It's jumped now. 35%

[@amanag462]

ADC comm

[@SunilRoyFacts]

SCHNEIDER will also BENEFIT a LOT, right?

[@SadhanStocks]

Yes

[@shailkumarjain]

Tanla Solutions