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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
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. 👍🏽
@9:26 There's some factual error in Data center capacity of MW/million INTERNET users for India. I haven't checked for other countries. On the data sheet given here 52% of 1417 million people comes to aprrox. 737 million people. At ~1169 MW capacity, the ratio comes to ~1.58 Data center capacity per million. A deviation of 31%. Thats a huge difference, meaning the data is underreporting 31% capacity utilisation per million people.
Thanks a lot for all these insights. I have observed tht you identify the megatrends well before they pan out and that gives an edge as an investor. Thanks for sharing this knowledge and truly indebted for all these insights
Thanks so much for sharing this Vivek! Excellent learning as always! Please follow up with a few companies which can be studied further and May be investible. Thanks
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.
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
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
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 👍
@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
@@infotube6566 For TF community investment / trading comes with SL. So if it does not perform they exit at 8-10% loss and works well, it is avg up. You can take example of trent and dixon in Dec 2023..they were still crazy valuation. But if it's buy and forget investment then it's not worth as you rightly said no margin of safety. You can check his defence and railway video, once they were posted they ran upto 100%, even though they had run 100% already. Now all railway defence are back in consolidation. All, I am saying is you are perfectly right, but he is in another league and to get that mindset is not easy.
Since you are so called technofunda you could have identify this way earlier than others, now even kid is explaining this sector. What sets you apart ???. Its easy now for click bait.
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FREE DATA CENTRE CHEATSHEET of this Video GIFT 🎁 (worth INR 999) technofunda.co/data
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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
YOUR IDEAS ARE AWESOME
Great insights, well summarised with a good view of the sector growth and stocks therein, thanks a ton!
Glad you liked it!
Awesome learning
Get the detailed idea of the industry in just half an hour.
Thanks for creating it.
Data is new oil, and big capax ongoing to hunt for this new oil. Thanks Vivek ji for sharing this great insight.
Great insight into scope and growth prospects of data center theme. Thank you.
Glad you enjoyed it!
Eye opener on AI and Data and how the Data base companies work
It was indeed very very great insight of the sector. Thank you so much
Glad you enjoyed it!
Quite insightful video for the upcoming sector, welldone
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. 👍🏽
Thanks a ton
Very insightfful once again Vivek ji. We need to be invested into this sector.
New Sector for investing - Data Centre companies. watch for this sector growing at substantial rate in coming years
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.
Very Information. Thank you, sir,
Great analysis sir,
thank you sir for your good analysis
Great learning
Thank you! Cheers!
Sir, Great work done by You for Our community. God bless you. Thank you very Much. MPY
Thanks to you
@9:26 There's some factual error in Data center capacity of MW/million INTERNET users for India. I haven't checked for other countries. On the data sheet given here 52% of 1417 million people comes to aprrox. 737 million people. At ~1169 MW capacity, the ratio comes to ~1.58 Data center capacity per million. A deviation of 31%. Thats a huge difference, meaning the data is underreporting 31% capacity utilisation per million people.
Thanks. We will check.
Where Dynacons sits in this ? It is data center infra i believe
Thanks
Welcome
Excellent video Vivek sir
Thanks a lot
❤❤❤❤❤love u sir ❤️❤️❤️❤️❤️😘😘😘
Great analysis Sir as always!
Glad you liked it
Thanks a lot for all these insights. I have observed tht you identify the megatrends well before they pan out and that gives an edge as an investor. Thanks for sharing this knowledge and truly indebted for all these insights
Thanks a lot
Thanks so much for sharing this Vivek! Excellent learning as always! Please follow up with a few companies which can be studied further and May be investible. Thanks
Will do!
Are there any videos meant for members only
Ready
Hi Vivek, u missed out to mention Anantraj, Netweb and Techno Electric.
It’s mentioned on slide
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.
I took membership today
Good evening Vivek ji
Good evening sirji
Please throw some light on Subex & kellton
When are you loading Budget Theme 2025 ?
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
Thanks
data centre next sector of growth apartments trill kaynes I hold in this sector hope a continuation of multi x
can rr kabel also be a good player in this, in terms of cables and wires.
Yes, true
Too much preface . Would help if you could cut the clutter and get to the point faster
I like to do deep research 👍
Impatient gamblers like you tend to buy high sell low. Enjoy
@nationfirst1009 how did you develop such wonderful insight on my style of investment. Refrain commenting on something that you don't know .
Able to understand the proxy players of the data centre theme.
🎉🎉
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
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 👍
@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
@@infotube6566 check this session to understand risk management aspect: Technofunda.co/webinar
@@infotube6566 For TF community investment / trading comes with SL. So if it does not perform they exit at 8-10% loss and works well, it is avg up. You can take example of trent and dixon in Dec 2023..they were still crazy valuation. But if it's buy and forget investment then it's not worth as you rightly said no margin of safety. You can check his defence and railway video, once they were posted they ran upto 100%, even though they had run 100% already. Now all railway defence are back in consolidation. All, I am saying is you are perfectly right, but he is in another league and to get that mindset is not easy.
How can OTT Subscription in US be higher than the population?
It counts multiple subscriptions per person as well
How can we join your community
Since you are so called technofunda you could have identify this way earlier than others, now even kid is explaining this sector. What sets you apart ???. Its easy now for click bait.
You are right
good but very late video
We will see after 5 years
So late bro in the meantime ananth raj went 100 percent high
There are some hidden gems in this sector with great margin of safety…
sir there is no indicator named shaktimaan😭😭 can you provide the link or something? it will be so helpful to me🙏🙏🙏🙏please sir🙏🙏🙏🙏
Register here: Technofunda.co/showcase
@@mashranivivek done ✅
Chemical ki story katam hogi
True
Hindi mein bolo
Yes 🙌
If you don't study english you will be lost. So......
Xlan explained wow just amazing 👌💎🫵🫵👌👌👌