Hi Hitesh bhai
I was wondering if you still track Techno Electric, and what your thoughts are on it at the moment. I saw rhat you started the VP thread on it many years back, but haven’t seen you active on it for a while now.
I did a short thesis post on X and on Techno’s VP thread recently, focusing on the disproportionate opportunity in the data center business that I feel the market has not appreciated yet. Posting it here for your reference and keen on getting your thoughts on the fundamental story and charts (that look weak at the moment).
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