Senior Leadership - World of Strategy, Finance, Risk, Compliance and Governance! Fitness, Cycling and Stock Market! Have patience to know me better!
London, England
Joined March 2017
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Sun will shine all your living life ... you just have place yourself nicely to get the sunshine 😊!!!!!
Mayank Gupta retweeted
Cleaner power. Stronger grids. More opportunities.
The Cabinet decision on the Green Energy Corridor Phase-III will ensure:
135 GW renewable energy evacuation.
50 GWh battery storage.
Stronger power grids across States and UTs.
More jobs in manufacturing, construction and energy storage.
Big push towards 900 GW non-fossil capacity by 2035.
pib.gov.in/PressReleaseDetai…
Dodging the red Nifty … Trying to survive in Green (my green jacket symbolic to green market) 😎🥂!!!!!
#WeekendFun
🤖 Made with AI
Tirupati Forge Ltd is in discussions with international defence manufacturers regarding strategic manufacturing partnerships as the BSE-listed company prepares to enter the artillery ammunition component segment, according to people familiar with the matter.
raksha-anirveda.com/tirupati…
#TirupatiForge #155mm #defence #artilleryshells
Mayank Gupta retweeted
Qpower is the critical component supplier in the modern grid.
It doesn't make the generators or the big power transformers themselves at massive scale (like a BHEL or Siemens Energy) it specializes in these grid-support and power-quality niches, which is why it's often described as a critical enabling equipment supplier rather than a bulk equipment maker and rather act as an equipment provider to the end HVDC providers such as Siemens energy , Ge Vernova .
Mayank Gupta retweeted
#TirupatiForge Ltd.
One of my favorite reversal structures is the Adam & Eve Bottom.
✅ Sharp "Adam" reversal.
✅ Rounded "Eve" accumulation.
✅ Multi-year resistance breakout.
✅ Strongest daily volume in months.
This isn't just a price breakout—it's a shift in market character.
When Structure + Price + Volume + Momentum align, the probability of a sustained trend increases.
Markets reward patience long before they reward prediction.
#PriceAction #Breakout #VolumeAnalysis #SwingTrading #NSE #tirupati
Mayank Gupta retweeted
In 1983, Steve Jobs predicted the next 50 years of technology.
His predictions:
• iPhone
• Internet
• Softwares
• App stores
• Artificial Intelligence
Mayank Gupta retweeted
#apollomicro
Showing good move on the upside!
Once this crosses 350, we will see a sharp move here
chat.whatsapp.com/I8kqnuQtPj…
Mayank Gupta retweeted
Samir Arora on FII outflows:
People think FIIs are selling because India has no big AI companies. That's not the real reason.
Here are the actual concerns 👇
Mayank Gupta retweeted
India's Transmission Problem
Rough rule: Every 1 GW of RE needs ~0.6 GW of new inter-state transmission to actually evacuate to load centers. India needs about 280 GW of new interstate transmission capacity by 2030 to support 450 GW of solar+wind.
Reality today:
1. 50 GW of clean energy is stranded across India that is bigger than Pakistan's entire installed grid.
2. Rajasthan alone: 8 GW stuck, with nearly half curtailed during peak solar hours.
3. FY25 transmission build: 8,830 ckm vs 15,253 ckm target, a 42% shortfall, with inter-state additions at their lowest in a decade.
4. Solar plants commission in 12–24 months. Inter-state transmission takes 3–5 years.
5. FY26 will likely close around 10,000–12,000 ckm missing even the revised target which was cut down by 37% in mid year, and missing the original target by 50%. Two consecutive years of severe underbuild while installed RE crossed 250 GW.
India isn't power-deficient. It's transmission deficient.
EL NIÑO, ENERGY DEMAND AND THE GLOBAL GRID SUPERCYCLE
How Climate Cycles Accelerate Renewables and High-Voltage Transmission Investment …
This report analyses how El Niño, the warm phase of the El Niño–Southern Oscillation (ENSO), can influence electricity demand, alter renewable generation patterns, and intensify the need for high-voltage grid connectivity across global power systems.[cite:1][cite:2][cite:8] The central argument is that a cyclical climate phenomenon can become a structural capital expenditure trigger across generation, transmission and grid modernisation.
#ElNino #Energy #PowerTransmission
open.substack.com/pub/justma…
Mayank Gupta retweeted
Whether the Iran-US ceasefire holds or hostilities resume — and even if both sides come to the table — the world has already received its wake-up call.
No nation can afford to outsource its energy security or its defence anymore.
That singular lesson is quietly reshaping capital allocation on a generational scale.
The sectors that will command the most serious, sustained investment over the next decade are not speculative — they are structural:
🛡️ Defence — artillery, missiles, drones & next-gen deterrence
⚡ Power & Transmission — the backbone of every economy
☀️ Renewables — solar, nuclear & green hydrogen
🔋 Energy Storage — because intermittency is a strategic vulnerability
🔌 Grid Connectivity — the circulatory system of modern nations
🤖 AI & Data Centres — the new command infrastructure
These are not themes chasing a trend. They are sovereign imperatives being funded by governments and private capital alike.
As an investor, the question is no longer if — it is how much and how early.
Geopolitical uncertainty is uncomfortable. But for those who read it clearly, it is also a map.
Mayank Gupta retweeted
India's peak power demand hit 260 GW yesterday. New all-time record. During a heatwave with 47°C temperatures across North India.
The grid held. No blackouts. That sentence alone is an engineering achievement most people will not appreciate.
Five years ago India had chronic power deficits. Load shedding was normal. In 2023, peak demand hit 243 GW and several states struggled. In April 2026, the grid delivered 260 GW without a single major failure.
What changed: 26.5 GW of new capacity added in FY26 — largest annual addition in a decade. Solar alone contributed 18 GW. New HVDC transmission corridors connecting surplus regions to deficit ones. Battery storage deployments cushioning peak load.
But the margin is razor thin. India's grid is designed for about 270 GW. We just touched 260 GW. That is 96% utilisation during peak hours. One more heatwave spike or an unexpected plant outage and the buffer disappears.
This is why every power stock hit 52-week highs. The market sees what the headlines miss — India needs $150 billion in power infrastructure investment over five years just to keep up. Data centres, EVs, semiconductor fabs, industrial expansion — all need reliable 24/7 power. The grid is the bottleneck holding everything else together.
I have been saying this for quite sometime. Power transmission, HVDC, grid connectivity are the biggest gap to ensure energy independence and energy security. The entire backbone of AI stands on energy infrastructure. High voltage power equipment manufacturers are in a huge sweet spot.
#QPower #AtlantaElectricals #KSHInternational #Hitachi #GEVernova #SiemensEnergy #Energy #HVDC
Renewable surge fuels multi-year boom to India's power equipment industry: Report
economictimes.indiatimes.com…
#QPower #AtlantaElectricals #HitachiEnergy
Mayank Gupta retweeted
Hi @AppleSupport
I lost my mobile & it was claimed by somebody else in Hyderabad yesterday.
Please help me recover the phone.
@CyberCrimeshyd @cyberabadpolice it was lost @ Swarnagiri temple, please file an FIR, the shopkeeper confirmed somebody claimed the mobile & on CCTV.
Whether the Iran-US ceasefire holds or hostilities resume — and even if both sides come to the table — the world has already received its wake-up call.
No nation can afford to outsource its energy security or its defence anymore.
That singular lesson is quietly reshaping capital allocation on a generational scale.
The sectors that will command the most serious, sustained investment over the next decade are not speculative — they are structural:
🛡️ Defence — artillery, missiles, drones & next-gen deterrence
⚡ Power & Transmission — the backbone of every economy
☀️ Renewables — solar, nuclear & green hydrogen
🔋 Energy Storage — because intermittency is a strategic vulnerability
🔌 Grid Connectivity — the circulatory system of modern nations
🤖 AI & Data Centres — the new command infrastructure
These are not themes chasing a trend. They are sovereign imperatives being funded by governments and private capital alike.
As an investor, the question is no longer if — it is how much and how early.
Geopolitical uncertainty is uncomfortable. But for those who read it clearly, it is also a map.
India Defence Acquisition Council (DAC) okays Rs 2.38 trillion defence proposals for aircraft, S-400 and strike drones
NOTE: Dhanush Gun System is designed to use 155mm calibre ammunition. It is a 155 mm/45-calibre towed howitzer capable of firing standard NATO 155mm shells, including high explosive, smoke, and illumination rounds 😇🤓! #TirupatiForge #Goodluck #SunitaTools #BaluForge
For the Indian Army, approvals include air defence tracked systems, armoured piercing tank ammunition, high capacity radio relay, the Dhanush gun system and runway independent aerial surveillance systems. These systems are aimed at strengthening real-time air defence control, improving secure communication, boosting long-range artillery firepower and enhancing battlefield surveillance and anti-tank lethality.
indiatoday.in/amp/india/stor…
