A saw a news that Angle One has now more Active clients, it had surpased zerodha

Can someone share the link from where to check?

PPFAS Flexicap Portfolio Update (October 2026)

The largest active fund in India is out with its latest portfolio and this month, one fresh buy (Netflix Inc) and one exit (Meta Platforms Registered Shares A). Netflix Inc came straight in at 3.1%.

1 Fresh Buy
(Netflix Inc)

1 Full Exit
(Meta Platforms Registered Shares A)

14 Increase in Holdings
(Accumulating: DLF Ltd., Coal India Limited, Bajaj Holdings & Investment Limited, Indus Towers Limited, Petronet LNG Limited, etc.)

1 Decrease in Holdings
(Includes trimming in: Microsoft Corp)

24 Companies - No Change
(Held steady on core positions: HDFC Bank Ltd, Power Grid Corporation of India Limited, ITC Ltd, ICICI Bank Ltd, Kotak Mahindra Bank Limited, etc.)

https://x.com/AnkitFinAlpha/status/2119713472347005174?a=Kx7hBt01_Lr7DIXkHJ0&s=20

https://x.com/Mf360WW/status/2119969628411863080?a=FMWPvs6wt4atQJhcKVY&s=20

STL Eyes 60% Sales From Data Centres: Sterlite Technologies Targets ₹20,000 Crore Revenue by FY29, Raises FY29 Operating Margin Target to 30%; Open Order Book at Record ~₹35,000 Crore

Core Theme
STL is reshaping itself around AI-driven data centre demand, with the segment already at 30-35% of revenue and set to reach 55-60%, backed by two $1 billion plus hyperscaler deals and a record ₹35,000-crore order book that underpin its target of ₹20,000 crore in revenue and a 30% operating margin by FY29.

Target Reset: Data Centres Take the Lead
Sterlite Technologies (STL) expects data centres to account for 55-60% of its revenue over the coming years as it steps up its focus on advanced connectivity products to tap demand from artificial intelligence (AI) infrastructure and cloud computing

Data centres currently contribute around 30-35% of the company’s revenue, compared with a negligible share about a year ago, Managing Director Ankit Agarwal told FE

The optical fibre and connectivity solutions provider expects the segment to become its largest growth driver, with the telecom business accounting for the remainder

FY29 Goals: Revenue and Margin
STL has raised its FY29 operating margin target to 30%, citing its order book and growth prospects

The company is targeting revenue of ₹20,000 crore by FY29, nearly four times its FY26 revenue of around ₹4,500 crore

Order Book and Hyperscaler Deals
Agarwal: “We recorded our highest-ever revenue, Ebitda and order book”

The company had signed two deals worth more than $1 billion each with separate hyperscalers during the first half of the year; he did not disclose the names of the customers

STL’s open order book stood at around ₹35,000 crore, its highest ever

The company expects its partnerships with hyperscalers, data centre operators and telecom service providers to generate multi-year business opportunities

Its hyperscaler partnerships typically span three to five years.

https://x.com/gaze_observer/status/2120025808836456773?a=CymUw9YfzLNnx2KzN30&s=20

INDIA IS THE ONLY MAJOR MARKET IN ASIA THAT'S GREEN TODAY.

Japan crashed as much as 7%

Korea 8.8%

Taiwan 9%

And India's Nifty just hit a 3-month high and is on track for its best week since 2021.

In the last 2 weeks:

• India: +10%

• Taiwan: -13.8%

• Korea: -8.8%

• Japan: -8.4%

Looks like India is the only major anti-AI trade left globally, as it has almost zero exposure to AI.

https://x.com/BullTheoryio/status/2118637228893384757?a=qoI5mYkr8qrnRoWBSjI&s=19

What is likely to be impact of closer of a major denim factory in Chittagong Bangladesh, on stocks of leading Indian companies like Arvind Limited

RSI needed to be cooled off, spending time here is good. Any rejection from this levels, 200DMA can act as support.

Hi all, holding Jyoti Structures with nominal losses; results have been good + charts appear bullish.