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Hello everyone, how are you all and how is your news, see everyone is running after AI, that is, after AI stocks, some Nvidia, some Chat GPT, some Semiconductor, everyone is saying their own thing, some Data Center, but Vijay Kedia ji posted a post in which he did not name a single stock, he just explained one room, so if you decode that post carefully, then perhaps he indirectly showed his portfolio.
So today I am going to break that hidden code. By the end you will understand where the smart money actually goes and how it is important to listen to the interviews or talks of big investors and it is important to catch whatever they say silently because you also know that as per SEBI guidelines no one can reveal the name of the stock.
So if someone is trying to tell you something there, try to understand. This helps a lot. So let's get started. So hello friends, I am Mukul Agarwal. So sit down with a pen and paper because remember, big investors never speak directly. They give signals inside the story and the recent post was about the data center.
Ok? So remember there is no buy sell recommendation, just the stock I will be talking about. I may be wrong too. But I will tell you the logic of what I have understood. Then you tell me whether my thinking is right or wrong. Before that let me tell you about the market that everyone is asking that Sir, what is the situation with the war now ?
So if you are connected to YouTube membership then Clear Cut had told that the matter will be resolved in April. Just watch the play there. There was ceasefire and then talks took place. The talk failed but there was no attack after that. Said we will block some more. So there are all kinds of dramas.
This means that roughly a Next Ukraine type story is going on. And look at crude oil below. Its detailed video will also go live on my Mukul Agarwal channel at 8:30 pm and otherwise you can join through YouTube membership. How I had said since April that this is the right time for investment. What will happen is that if you follow me then you will get real confidence that this guy is 21 years old, so he had shared his real experience long ago and not that he is saying this on 15th April after the market boom.
Because if a person invests in the market for 21 years, then who knows how many wars he has seen. I saw so many things. So in my opinion, your SIP should continue as it was on April 1st. The market will continue to dance like this because we are not investing for today or tomorrow. Our investment vision is for three to five years.
Very simple because do not think that you will get to see the rally that happened after Covid. Forget about this. Although the market has fallen, a one- sided jump is justified. But what is called a strong bounce will come and then it will go sideways. Lots of stories but long term it will be fine. Ok?
So let's start the data center story now. So he said that the data center is the factory of the digital world where Google runs, Netflix runs, AI runs. Then he said five things: electricity, cooling, fast internet, backup, security. So you thought that brother, this is the basic explanation. But the game begins here.
Think carefully. If someone just wanted to understand the data center, he would simply say that this is a computer room. Equal but Kedia ji broke it into parts. How? How does a real investor's thinking signal that AI's money is not just in AI company but also in the chain that runs AI. Ok? I repeat this line again carefully.
AI's money is not only in AI company but also in the chain that runs AI. And this is where the twist comes in. Again, I could be wrong. But let me come to his portfolio. He has three companies in his portfolio. The name of one is TSC Infossc and the name of the other is Advaita Energy. I will tell you the name of the third one.
So first of all what is TS Infoss? So it is in cybersecurity. And what is the most critical part of a data center? Cyber security. If the data is leaked then the system is hacked. The whole business is over. So here it is a cyber security player. Meaning, according to my thinking, the first match is becoming clear somewhere.
The second is Advaita Energy Power Plus Connectivity. Now what is the biggest cost of a data center ? Electricity Stable Power Transmission Infra. So somewhere or the other Advaita is related to this. So the second pillar is cleared from here. Coming to the third one is Alcon Injuring which supports Infra.
This is a bit indirect. It is not direct. Let me tell you clearly. But Alcon makes power transmission and industrial systems. The cooling mechanical system creates energy movement. That is, it is connected to the back support system in an indirect way. So now the picture is clear. He spoke of five pillars.
Three covers done. Security Power Infra is not necessarily this stock. They could be something else too. Again, there is no buy or sell recommendation. I'm just trying to decode them. Ok? Because what happens is that whenever a person watches the video, he says, hey baba, I will buy this stock only.
Later he says that he has trapped me. So please try to understand. There is no buying or selling of any video. Now understand carefully. What does a retail investor do ? Looks at the trend. And he tries to catch the one whose name is just on the outside. That is, what does a smart investor do in the upper layer?
Looks at the foundation below. That means everyone can see AI. Ok? And the smart money is seeing electricity. Everyone can see the app. The smart money is looking at the server room. Everyone is seeing the growth story. And the smart money is seeing the revenue model. And this difference helps in making money and giving it away.
And there is a data center boom in India. Digital usage is high. Ai option is start. Infra is being built. That means those who understand the ecosystem now will be able to understand it in the next 5 to 10 years. So what was the decode that Kedia ji did not tell the stock. He explained the system and the system is understanding the value chain of data center and within that comes security power infrastructure which I probably see in his portfolio also.
Now you tell me in the comments whether I thought it was right or wrong so that I can also know and remember that everyone sees the story in the market. But the money comes to those who understand the engine behind the story, and there's a huge difference. Ok? Now tell us in the comments which video you want to make next and you can definitely buy YouTube membership or demat account, invest in crypto and mutual funds with us. Please support in the link description. Thank you.
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