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INDIA
The Leader for CDMO APIs for New R&D molecules

The Leader for CDMO APIs for New R&D molecules

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The Report Library 📚

Initiations, updates, and deep dives — each with a rating, a target, and the full valuation math.

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Amazon AWS

Amazon AWS Disaggregated Inference strategy with Trainium and Cerebras WSE - 3 chip

Amazon AWS Disaggregated Inference strategy with Trainium and Cerebras WSE - 3 chip

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US
Cerebras

Business Understanding of integrated Cerebras WFE wafer for AI inference decode.

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US
Marvell Technology

Marvell Technology Present Valuation Report

Marvell Technology Present Valuation Report

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US
Marvell Technology

Reports attached

The way Marvell Technology will redefine the Prefill and Decode operations of Inference in AI Inference ramp

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INDIA
Neuland Laboratories

The Leader for CDMO APIs for New R&D molecules

The Leader for CDMO APIs for New R&D molecules

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INDIA
Zota healthcare - DavaIndia

Democratizing Generic Medicines for every Indian - Zota Healthcare

Democratizing Generic Medicines for every Indian - Zota Healthcare

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INDIA
Kernex Microsystem

One of the leaders in KAVACH TCAS System Rollout for Indian Railways

One of the leaders in KAVACH TCAS System Rollout for Indian Railways

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INDIA
Indian Railways - KAVACH Anti Collision System Rollout Update

Indian Railways - KAVACH Anti Collision System Rollout Update with Kernex , HBL and Concord control

Indian Railways - KAVACH Anti Collision System Rollout Update with Kernex , HBL and Concord control

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INDIA
Beta Drugs and Impact of Cancer Drugs Price Hike

Detailed Report attached

Impact of Indian Govt Cancer Drug Price hike on Indian Onco Focussed companies like Beta Drugs, Sakaar, Natco and Actuaa

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🇺🇸 US EQUITY DESK · 14 NAMES

AI Infrastructure & Semis

Custom silicon, advanced packaging, co-packaged optics, power infra, and the data-center supply chain — plus 13F tracking of the funds that move these names.

MRVLALABCBRS SMCIVRTONTOAAOI
🇮🇳 INDIA EQUITY DESK · 9 NAMES

Small & Mid-Cap Compounders

Industrials, consumer, and infrastructure winners of India's capex and formalization cycle — names with real earnings runways.

APL APOLLOTRENTABB INDIA KEIPOLYCABINDIGO TITANJB PHARMA

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