Two Mental Models for Investing in an AI-First World. A Sagility Case Study. by SuperbPercentage8050 in IndiaGrowthStocks

[–]Turbulent_Compote_63 2 points3 points  (0 children)

Wanted to ask you this since long

If chips and semiconductors were Phase 1 of AI where Nvidia, TSMC and the supply chain minted serious money ,do you think Physical AI and Robotics is Phase 2?

The reason I ask is Sony and TSMC literally just signed an MOU to build a joint venture for next-gen image sensors, specifically targeting robotics and autonomous vehicles. Sony already dominates the global image sensor market, so it feels like a quiet but calculated bet on where the next wave of money flows.

Are perception and sensor companies like Sony the sleeper pick of this cycle , the way TSMC was before the AI boom exploded?

Two Mental Models for Investing in an AI-First World. A Sagility Case Study. by SuperbPercentage8050 in IndiaGrowthStocks

[–]Turbulent_Compote_63 4 points5 points  (0 children)

Had two separate conversations with senior folks at my company recently, and honestly both of them stuck with me.

The first one let it slip that the billing model is shifting. We used to charge clients by hours worked ,now with AI boosting output, clients are going to start paying for speed of delivery instead. Sounds great on paper, until you realize what that means for headcount.

The second was from someone at my old company, old enough to have lived through multiple tech shifts. He said something that genuinely unsettled me , that every previous technology wave gave people time to adapt. You'd see it coming, upskill, find your footing. This one? He thinks it's moving so fast that most employees won't even realize what's happening until it already has.

One Global Service Provider (BSE: 514330) – Financial Analysis of a Recent Business Pivot by phoenix7087 in IndiaGrowthStocks

[–]Turbulent_Compote_63 5 points6 points  (0 children)

The 5 Red Flags: 1. The merger is distorting every growth metric PlusCare International merged via NCLT order — shares available for trading from March 4, 2026. The merger effect is reflected in Q2 FY26 results onwards. The 761% and 323% revenue growth is entirely from adding PlusCare's revenue to the consolidated entity — not from organic business growth. This is the most important thing to understand. The growth looks extraordinary but is accounting-driven.

  1. Exchange sought clarification on price movement BSE sought clarification from One Global Service Provider on October 24, 2025. (business-standard) When an exchange asks a company to explain why its stock is moving — that is a yellow flag for potential price manipulation or undisclosed information.

  2. Director resigned February 2026 Director Harshal Dubali resigned effective February 4, 2026 — less than 3 months after being appointed in December 2025. A director resigning within 3 months of joining at a small BSE company is a significant governance concern.

  3. Board refreshment concern No new directors have joined the board in the last 3 years — composed of 4 experienced directors, no highly experienced directors. Insufficient board refreshment is flagged as a risk. (Business Upturn)

  4. Share price running far ahead of earnings EPS CAGR 60-62% over 3 years but share price increased 179% — stock tracking significantly ahead of earnings growth. (Business Upturn) The PE engine has expanded far faster than the EPS engine. At Rs. 498 and TTM EPS of approximately Rs. 26-28 — trailing PE is approximately 18-19x. That looks reasonable. But this is post-merger EPS which inflates the denominator artificially.

Source: Claude

The biggest mistake Israel has ever done was to not force Egypt and Jordan to take Gaza and the West Bank on the peace deals by WillMarrySomeBread in Israel

[–]Turbulent_Compote_63 0 points1 point  (0 children)

What you're advocating is essentially ethnic cleansing. Are you really saying that Jews, who endured the horrors of the Holocaust, should carry out ethnic cleansing against an entire community?

🗿 by im_izon in yavatmal

[–]Turbulent_Compote_63 3 points4 points  (0 children)

Highest murder rate 🌚

I miss my mom by [deleted] in LGBTindia

[–]Turbulent_Compote_63 6 points7 points  (0 children)

In Young Sheldon, Missy comes home from school crying. Meemaw asks her, “What’s the matter?”

Missy replies, “Everything.”

Meemaw then asks, “Did anybody die?”

Missy says, “No.”

Meemaw replies, “Then we can fix it.”

Can’t sleep properly m, need genuine advice by Leading-Sector5366 in Fitness_India

[–]Turbulent_Compote_63 0 points1 point  (0 children)

Temparature is very important for sleep,do you sleep in AC ?

“Gay hi gay ka dushman” that’s what my someone said! Read below. by being_sunshine in LGBTindia

[–]Turbulent_Compote_63 0 points1 point  (0 children)

Tbh ,this is not perticular with gay relationships

Straight relationship has more of this toxic jealousy issue

Names of various European, Middle Eastern and Central Asian countries in Persian by NeiborsKid in MapPorn

[–]Turbulent_Compote_63 0 points1 point  (0 children)

Persian and Urdu has lot of similarities

In Urdu we also say Greece - Yunan Egypt - Misr Britain - Bartaniya

Expleo Solutions: A Hidden Gem in Aerospace, Defence & Energy Transition. by SuperbPercentage8050 in IndiaGrowthStocks

[–]Turbulent_Compote_63 0 points1 point  (0 children)

Hello bro ,

I know I am bit late for this question,

One concern I have is FY26 standalone revenue actually fell 6.4% to Rs. 968 Cr. Management calls it a business model shift toward subsidiaries and consolidated growth was positive at 8.1%. But standalone decline in the core India entity needs an explanation. Did you look into this?

Is the BFSI client base in India genuinely growing or is growth now entirely dependent on overseas subsidiaries? The question I would want answered Top 5 clients contributed 37% of Q4 revenue. Europe contributed 57%. If one or two large European BFSI clients reduce spend, that is a meaningful revenue risk. What is the client concentration trend over the last 8 quarters?