Why massive correction in data center stocks: Netweb, E2E, Anant Raj, Black Box, etc.

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Why massive correction in data center stocks: Netweb, E2E, Anant Raj, Black Box, etc.
#deepseek #datacenter #stockmarket #fundamentalanalysis #sahilbhadviya #budget2024

[@SahilBhadviya]

-Link to explore my exclusive weekly video series: www.sahilbhadviya.in/

[@ponssap]

I got Netweb 30 numbers during the initial IPO allotment. Recently I sold it all units for the price of Rs 2782/- and bought goldbees etf. Hope this works good for me. Note: I applied for this IPO after watching one of your videos that recommends to apply for this IPO.😂

[@adinarayana5773]

Beautifully explained bro..we really need these kind of videos more and more..Thanks a lot for all your efforts..!!

[@srujanshah2935]

Loving this series of your videos covering different sectors in the beaten down market!!

[@aji9040]

4:45 starts here

[@prudentfinance]

The point you forgot is - RELIANCE IS MAKING THE WORLD’s data center in India - hence it take away the mkt share from these players!

[@-STOCKRANGER]

Kuch nhi chodega kya mota bhai

[@Redmirealme1234]

Jb bhag jaega tb btaenge

[@Hrsh25-r2x]

@@Redmirealme1234true 😂

[@PawanKumar-lj9uz]

Jio me kaunsa paisa bana k de diya

[@pennagaram1]

Very true , these companies cannot compete with elephants like Reliance

[@NageshPatwari]

Anantraj I'm holding from ₹64/- price. I think it's a good time to accumulate.

[@janakiraam1]

Thanks for explanation. Understood about overvaluation.

[@umashankar-ms1hs]

I’ve entered into MTAR technologies after too much of hype videos without noticing fundamentals, balance sheet and capability of the company. Then sold entire stocks with 20% loss. Do your own analysis completely before buying large qty.

[@lalramchandrasinghdeo1483]

I too had to book 25% loss in MTAR Technology after much hype. Had entered at higher price.

[@udayVlogsss]

Can u do some on new zen correction?

[@hemangshah4521]

Thanks for your valuable information

[@adhongde1]

Any small case or ETF on Data center?

[@krishnachagarlamudi9919]

Excellent coverage of the issue which is facing rough weather in our markets . Thanks a lot sir

[@pratheeshsuvarna6198]

Yes, recently I brought Netweb, in the recent correction also. Plan to buy around 200

[@FinTechVeda]

Good Analysis. I also see the AI revolution like Deepseek is not the threat it opertunity. I still bullish about this sector in coming future. But maybe for short term it's go down. And use it as opertunity to enter or accumulate like Netweb etc..

[@manisek87]

U cant apply Jevon paradox to the virtual commodity. The cheaper the AI the cheaper the LLM, this going to hurt the AI company not AI driven companies. Data centers requirement will be reduced significantly u can run ur own model in ur pc

[@KK-wx3fl]

Datacenter anyway required irrespective of type of AI models. Data center is required for storing and training various models used in AI . So it will not affect any data center, only can affect high processing gpus.If u dont know , dont mislead people

[@govindbhatabhyankar8530]

I have a guess, if the equipments become compact because of new tech, may be daya centre sizes & this area of construction may fall. This may end up on reducing the investment on data centre creations . Only silverline could be ,the AI application becoming more wider,more business may compensate this.

[@inderjeetsingh5554]

​@@govindbhatabhyankar8530 Construction will not fall for the time being, even if the old equipment needs to be replaced with the new one, construction size of data center will still be used to enhance the existing storage capacity of the data centres with the help of small equipment size.......let's see how it goes 😊😊😊

[@vra02]

Very nice if everyone do his own research ye log bhukhe marege😊 because they only make money from courses and videos.🎉

[@Gunabhag00]

He has mentioned this point at 9:40, maybe you should watch video first.

[@rishigupta3814]

Insightful video

[@motivate_k3766]

What about abb india

[@uashausha4586]

What do you think about adsl

[@yogeshkhule5456]

Why exclude newgen

[@urmila5552]

There is a separate video on newgen

[@omerfarooque3639]

Waiting this type of video only Thanks

[@mkr1756]

Sir What about Shakthi Pumps , Hitting lower circuit from last week

[@Saurabh____]

Wrong map of china which shows indian territory as its own also same goes for taiwan

[@niladribanerjee2821]

Hello Sahil, can you answer, if cost effectiveness is the challenge for US for AI, then can Indian companies expect more work outsourcing from US related to AI?

[@govindmpatel]

Sounds is not coming

[@gobaraGanesh]

Commendable insights sahil

[@umeshdhawan4469]

Aapka Tanla niche gya kya kare sab kuch sahi hai phir bhi niche ja raha hai

[@sooribabu4895]

Reliance and Tata Communications are the safe bets for Data Centre Theme

[@sathyamoorthy5137]

Outstanding analysis on data center

[@rajeshpadavala9498]

Planning to buy techo electric which is coming 33pe

[@Soumya2353]

Please review the 'quick serve restaurant ' sector.

[@akshayakumar887]

Hello Sahil, Are there any particilar semiconductor, Data centers, ai or water infra sector etfs or mutual funds in Indian market ? Since these are grwing sctors , it would be great to have etfs or mfs instead of individual stock. Please let us know if there are any. Thanks!

[@aimandachieve3453]

+1

[@biratbhowmick7291]

Maybe in IND Money you'll find

[@MohitErande1]

Please make video on rbm infracon

[@swati80ful]

Can u analyse Barbecue nation

[@sayantanpal1997]

Please Describe all the renewable energy stocks like this.. KPI Green SW Solar Waree Renewable all are down more than 50% due to Trump fear..😢

[@NageshPatwari]

Similarly I had Denora stocks sold at 35% loss after Q3 poor results

[@sathyamoorthy5137]

Can you please give guidance on vedanta Fashions.I have been studying and investing for the past three years .

[@pramod.merwani3244]

Any company in this space with Mot ? Right value now ? To accumulate for long term ?

[@Pradeepagicha91]

@@pramod.merwani3244 e2e network

[@MegaArnab]

Good video ...sahil da (elder brother)

[@a.d.random.1957]

There is one more i prefer for data centre is Dynacons system which is involved in IT infrastructure, data centre, IT service etc... which is continuously showing sales and profit growth and trading at 24 pe ratio compared to these stocks.

[@maheshkhanapure4866]

Thank you sir

[@rajnishmaurya7899]

Plz review Epack durable

[@pradeep4645]

I bought Netweb after it fell 40%, even though I knew it was highly valued. After watching your video, I’m now reconsidering whether to withdraw my investment and reinvest when the industry P/E returns to a normal valuation.

[@Pradeepagicha91]

Hi sir e2e network main entry kab karna chaiye

[@sreeehari1255]

You can start accumulation

[@NareshV-f3d]

I dont what these data center stock is doing in India it takes decade for Microsoft to build a data center

[@dhimandhar2743]

You forgot reliance and adani. It will engulf all these companies with the help of authorities concerned.

[@raju1950]

Netweb tech E2e Orient technology Anant raj Technology electric Black box

[@mahshookrahmanmohamedsalih9254]

Techno electric technology

[@sandeepgupta-jf6xb]

All six in my portfolio but in very small qty so loss due to present crash in prices has very limited impact. I always invest a very small amount in such disruptive technologies.

[@shaileshmodi9536]

13:42 Bro one more question..we actually get to know when it's already inflated..how or where to get to know of it before it gets overhyped

[@arunkumarreddy2190]

Well said

[@karansahni0119]

7:53 someone whispered something at 7:54

[@pradeeshs5662]

That's echo 😂😂

[@surajbokade66]

10:59 Technology shares value never remained low, you'll have to buy it at higher PE, its around 90-100 of PE is ok and normal..it was more than this earlier but now it's at good valuation... you need to see industry PE

[@RamaKrishna-ue2jh]

Excellent

[@RIGHTLEFTNEWS]

Thankyou bro

[@adamdar3719]

This guy only creates hype.. After that the stock only takes the downward turn.. hardly bought any stock after he picks that up.. I get the sell signal when he starts creating hype

[@SaanviMeharwal]

Then stop watching his videos

[@RamPrasad-ko7mw]

Just exited Orientech 75%

[@chimtubhai1067]

Ok thanks

[@shajuputhuval4920]

China will come up with cheaper AI tools in coming years.. So building big data centers will be a waste...

[@aditya7955]

That doesnt make sense its like saying since since chinese phones are cheap more phones wont sell. Even if deepseek is optimized it means adaptation will increase which in turn will require more data centers.

[@govindmpatel]

Thanks

[@praffulpanwar]

Am I the only one bothered by the echo in Sahil's voice in this video?

[@snagare7878]

Bcos it was promoted wrongly by youtubers 😁

[@souravsaha1781]

Siemens and abb

[@Dr_S_Nizamuddin]

e2e❤❤❤

[@arunavb]

Tanla platforms Bandhan Bank Rhi magnesita Bajaj electricals India Mart Delta corp

[@nitinbansal125]

Thx

[@anilpudota290]

Market over reacted I believe and giving an opportunity to buy in little better price , I am picking in small qtys

[@financialupdates405]

First some self styled experts create euphoria through either business news /you tube channels , then when the reality strikes then they face monetary losses. Keep your ear to the ground and do your home-work first.

[@rambilas9836]

Sir Hindi me jankari share kare.

[@BestAudioBooks91]

Sir e2e networks buying level pls

[@rajendrabareto8065]

All of these are junk stocks and they will go down to 90%😂😂😂

[@tapashalder8849]

💦

[@shaileshshaha8856]

Ji sir

[@indiankitchen9607]

can we exit anant raj or hold for longterm sir

[@mv2552]

❤

[@DRNARENDRA_ORTHOPEDICS_VIZAG]

Unfortunately i entered netweb at 800,, just about to book profit before netweb results.. Only partially booked.. 25 stocks of 250..at 3000...only reason i want to book is pe.. I want to enter at later... Corrected sharply... I bought 100 stocks at 1500... Now it is ok

[@pasupathibalasubramanian5884]

U r prescriped only high pe stocks..waste ur scripts... Chotta bai ur in stock market

[@shaileshshaha8856]

Share

[@sonusingh-sj5te]

plz speak in hindi also

[@gattunandakumar4566]

Excellent

[@sanjaykumar-u6r4t]

Thanks

[@sradhanjalirout5526]

❤

[@nirbhaisinghdhaliwal788]

Thanks