Data Centre Theme in India | Data Center Stocks in Value Chain

[@mashranivivek]

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[@vijetarvindpatil7579]

Value Chain @14:20 Growth @17:51 Capex: @18:24 Beneficiaries: @21:14 First Company: @23:45 Voltemp: @26:33 Apar: @27:24 Thank You Vivek Ji for sharing good content

[@gunawathybalakrishnan1998]

Sir, highly appreciated 👍🏽 very deep technical analysis of data centre is marvelous. Hats off you🎉God bless you i request you to keep on posting video about different sectors. I am expecting yours postings especially. Thanks is word not enough. 👍🏽

[@mashranivivek]

Thanks a ton

[@dipakshekhalia1]

Awesome learning Get the detailed idea of the industry in just half an hour. Thanks for creating it.

[@bkpawar1984]

Data is new oil, and big capax ongoing to hunt for this new oil. Thanks Vivek ji for sharing this great insight.

[@vjagzap]

New Sector for investing - Data Centre companies. watch for this sector growing at substantial rate in coming years

[@bhadrasc]

Excellent video.As usual you come out with new mega trend every time and certainly AI is the future and so the Data centre companies.

[@skk8967]

Very insightfful once again Vivek ji. We need to be invested into this sector.

[@neelambansal9686]

Eye opener on AI and Data and how the Data base companies work

[@sandeeptichkule5864]

Quite insightful video for the upcoming sector, welldone

[@nipulsoni133]

Sir, Great work done by You for Our community. God bless you. Thank you very Much. MPY

[@mashranivivek]

Thanks to you

[@uttamkedia7494]

Great insights, well summarised with a good view of the sector growth and stocks therein, thanks a ton!

[@mashranivivek]

Glad you liked it!

[@narendra7860]

Great analysis sir,

[@Sohan6676]

Very Information. Thank you, sir,

[@sarikasalunkhe5687]

Great learning

[@mashranivivek]

Thank you! Cheers!

[@kongarasagar-io2uk]

thank you sir for your good analysis

[@salmanahmed7411]

Excellent video Vivek sir

[@mashranivivek]

Thanks a lot

[@shjain8976]

3 Key Learnings: 1. Megatrend and NExt Big Theme. 2. VS China and America the penetration is increasing. 3. Rs. 50,000 crore to Rs. 55,000 crore INvestment in 2-3 years.

[@nmshukal561]

When are you loading Budget Theme 2025 ?

[@yashjain8564]

can rr kabel also be a good player in this, in terms of cables and wires.

[@mashranivivek]

Yes, true

[@drramayu.2602]

HVAC is not High voltage Ac but it is heating, ventilation, and air conditioning , in ur Video at 22:40 , just for correction please don't take otherwise

[@mashranivivek]

Thanks

[@MrShansu]

data centre next sector of growth apartments trill kaynes I hold in this sector hope a continuation of multi x

[@koradarajiv3174]

Good evening Vivek ji

[@praveengandhi6409]

❤❤❤❤❤love u sir ❤️❤️❤️❤️❤️😘😘😘

[@Highfunda]

Good evening sirji

[@infotube6566]

Groww par iss theme par vdo 3 month pehle bani thi Many utubers has covered it most likely 2-3 year before Now everyone is talking about data center this guy come up with vdo on data centre Malai chali jaane ke baad ab kudne kaa kya hi fayada Many stock already turned multibagger trading at very high multiple, yaha se yaa to time correction hoga yaa prize correction if quarterly result doesnt beat expectation. Mene khud anant raj ko lia tha Jan 2023 me vaha se 8 guna ho chuka he Remember guys popular is least profitable Jab har koi baat karne lage to aise sector se dur rehna behtar For now banking and fmcg sector looks attractive

[@mashranivivek]

Megatrends remain for very long time if it plays out…..tech stocks were in fancy from 1995 onwards and still making new highs after 20 years As you start getting experience in stock market, you will understand 👍

[@infotube6566]

@mashranivivek yes ik but investing at this valuation where is margin of safety none Ik many of the stock will be 10 fold from now on too But buying at absurd valuation, with expectation picking up, This was good theme 1-2 year before. Now stock will enter in consolidation phase, then valuation cool down a bit, then it will be time to invest Everyone is talking about data centre So there is too much euphoria now

[@mashranivivek]

@@infotube6566 check this session to understand risk management aspect: Technofunda.co/webinar

[@kanhaiyatibrewala3078]

How can OTT Subscription in US be higher than the population?

[@mashranivivek]

It counts multiple subscriptions per person as well

[@rajareds]

Able to understand the proxy players of the data centre theme.

[@deepakkhandelwal8733]

Too much preface . Would help if you could cut the clutter and get to the point faster

[@mashranivivek]

I like to do deep research 👍

[@nationfirst1009]

Impatient gamblers like you tend to buy high sell low. Enjoy

[@mashranivivek]

@@nationfirst1009 join this session to understand what we do and how much returns we generated: Technofunda.co/showcase

[@shivag7777]

How can we join your community

[@ramkishore3005]

So late bro in the meantime ananth raj went 100 percent high

[@mashranivivek]

There are some hidden gems in this sector with great margin of safety…

[@shankarnarayan-y9u]

🎉🎉

[@rohitshah1449]

Chemical ki story katam hogi

[@sunilshah2463]

Xlan explained wow just amazing 👌💎🫵🫵👌👌👌