KamayaKya

KamayaKya Kamayakya Wealth Management Pvt. Ltd. Focus on small cap equity recommendations. SEBI RA Registration number - INH000009843. S.

No. 347/A/16, Flat No. 6, New Nirmal Apartment, F.P. 189, Dhole Patil Road, Sangamwadi, Pune - 411001, Pune, Maharashtra 411001

20/08/2026

Why Big Tech is buying entire nuclear plants. 🤯⚡

AI data centers need massive amounts of continuous power. In the US alone, AI is set to drive 8-10% of all electricity demand!

To keep up:
☢️ Microsoft is restarting the Three Mile Island nuclear reactor on a 20-year off-take deal.
☢️ Google is backing Small Modular Reactors (SMRs) with Kairos Power.

India stands as a major indirect beneficiary as data center capacity surges across the country.

Follow KamayaKya to understand the hidden energy proxies behind the AI revolution! 💡



Happy Investing,
Team KamayaKya
📄 SEBI Research Analyst Registration No: INH000009843
📘 BSE Enlistment No: 5583
🔗 Smallcase: kamayakya.smallcase.com
🔗 Disclosures: bit.ly/DisclosuresKK

23/07/2026

$700 billion. Moving in circles. Between 7 AI giants. 🚨

Is the AI industry actually a bubble, or is this just how
trillion-dollar economies work?

Part 3 of our AI Industry, Decoded series dropped today, and
it's the one nobody in Indian finance is saying out loud.

3 hard truths inside:

🔄 The 4 circular money loops that connect NVIDIA, OpenAI,
Microsoft, Amazon, Anthropic, Google, and CoreWeave. When
NVIDIA invests $30B into OpenAI and OpenAI spends it back on
Microsoft Azure and Oracle Cloud, is that real growth, or is
it the same money going in a circle?

⚠️ The complete forensic breakdown of LS Industries. A tiny
Indian textile company that pumped 1,089% in 60 days on a
fake AI story. A Dubai NRI got 10.28 crore shares transferred
for ₹75 total. That's $1. Not a typo. Then SEBI stepped in.

🚧 The 6 structural bottlenecks that could stall the entire
AI capex cycle. Taiwan concentration, HBM memory monopoly,
CoWoS packaging chokehold, power and water constraints,
US-China export controls, and the circular financing itself.

Plus the honest verdict on where India actually has real
listed exposure to the AI build-out, and where India is
quietly absent.

50 minutes. Zero stocks to buy. Pure structural research.

If you own AI stocks, are researching AI-adjacent Indian
small caps, or are just trying to figure out whether the
boom is real, save this post 📌 and watch the full episode
when you get 50 free minutes.

🔗 Link in bio ▶️

Which of the 6 bottlenecks do you think is most underpriced
right now? Drop your thoughts below 👇

Happy Investing,
Team KamayaKya
📄 SEBI Research Analyst Registration No: INH000009843
📘 BSE Enlistment No: 5583
🔗 Smallcase: kamayakya.smallcase.com
🔗 Disclosures: bit.ly/DisclosuresKK

16/07/2026

Where does Indegene make its money? (And why that's about to change!) 🤯🗺️

Right now, over 90% of Indegene’s revenue is heavily concentrated in North America and Europe, with almost zero contribution from India.

But India's pharmaceutical ecosystem is undergoing a massive CDMO revolution. We are rapidly shifting away from low-margin generic manufacturing and climbing higher up the value chain into specialized drug development.

As Indian pharma players scale their proprietary products, they will need top-tier partners to launch them globally. That's exactly where Indegene's massive global commercialization network steps in. 🚀

Save this reel to monitor how the CDMO boom creates new tech proxies! 💡

Happy Investing,
Team Kamayakya
SEBI Research Analyst Registration No: INH000009843
BSE Enlistment No: 5583
Disclosures: https://bit.ly/DisclosuresKK

WealthManagement FinanceShorts PharmaGrowth

Hi all - our co-founder and chief mentor Mr. Dhiren Shah will be speaking at MMML (Money, Markets, Mindset & Leadership)...
15/07/2026

Hi all - our co-founder and chief mentor Mr. Dhiren Shah will be speaking at MMML (Money, Markets, Mindset & Leadership) event in Pune on Sunday, 26th July.

If you’re an investor, trader, finance professional, or simply someone who enjoys high-quality conversations and continuous learning, this is for you.

🗓️ Sunday, 26 July 2026
🕥 10:00 AM onwards
📍 Ideas to Impacts, Baner, Pune.
Google maps: https://maps.app.goo.gl/u1tF1NqTwpWewZWNA?g_st=ic

Register here: https://www.mmml.co.in/upcoming/pune

🎟️ Use coupon code: KAMAYAKYA30 for a 30% discount on registration.

10/07/2026

The 80% shift changing Indian industry forever. 🤯♻️

Did you know that until FY16, 80% of India’s recycling sector was completely informal?

We are currently tracking one of the biggest structural transformations in the Indian market. Driven by strict policy tailwinds, the unorganized market has already shrunk, and by FY30, the trend is expected to flip entirely—leaving 80% of the industry formalized and regulated.

When an entire industry moves from unorganized to organized, listed players with solid compliance frameworks win massive market share. 📈

Save this video to track one of the biggest secular investment themes of the decade! 💡

Happy Investing,
Team Kamayakya
SEBI Research Analyst Registration No: INH000009843
BSE Enlistment No: 5583
Disclosures: https://bit.ly/DisclosuresKK

Excited to present KamayaKya’s investment rationale of a small-cap stock idea at the esteemed Investing Accelerator Summ...
08/07/2026

Excited to present KamayaKya’s investment rationale of a small-cap stock idea at the esteemed Investing Accelerator Summit in Goa this August!

Having been an attendee in the past, it is an honour to present my work in front of such accomplished investment professionals all under one roof.

Looking forward, thanks Utkarsh Pandey for this opportunity.

PS: Folks, other than in person attendance there’s also an online live streaming pass available at https://lnkd.in/dZUK6dYK

03/07/2026

🎬 New Video is Live!

⛓️ The AI Value Chain, DECODED
Part 2 of 3
The AI industry is not one business. It is a stack of 19 completely separate industries, most of which nobody talks about.

One Taiwanese company makes 90% of the world's AI chips. One Dutch company has a literal monopoly on the machines that make them. And in India, an entire ecosystem is quietly plugging into the same capex cycle.

In this episode, Nitya walks through every single layer, from raw silicon sand all the way up to ChatGPT. For each of the 19 stages: who dominates, how money flows, and where India actually shows up 🇮🇳

If Part 1 was about understanding the industry, Part 2 is about following the money.

▶️ Watch now on our youtube channel.

🔔 Subscribe so you do not miss Part 3: The Honest Truth (circular financing, AI washing, and India's real position).

Happy Investing,
Team KamayaKya
📄 SEBI Research Analyst Registration No: INH000009843
📘 BSE Enlistme

30/06/2026

How CapEx ex*****on and breakthrough therapies create the ultimate "J-Curve" growth trigger. 💊🚀

When doing fundamental equity research on the Indian pharma space, tracking the ex*****on timeline of large-scale capital expenditures is critical. A prime example we have been tracking closely at KamayaKya Wealth Management is Gufic Biosciences Ltd.

In this clip, we break down the core structural triggers that back our high conviction in this business:

1️⃣ The Indore Capacity Scale-Up: Gufic's massive new multi-product facility in Indore represents a major capacity unlock (roughly 1.5x the size of their legacy Navsari plant). As this facility ramps up commercial production, it establishes a reliable runway to grow revenues at a 15% to 20% CAGR over the next few years.
2️⃣ Novel Therapies (The Botox Disruption): Gufic is the first Indian company to indigenously manufacture Botulinum Toxin (Botox) from scratch under their brand Stunnox / Zarbot. As aesthetic dermatology and neurological applications scale up in India, this high-margin vertical presents massive operating leverage.
3️⃣ Tariff Shield: Luckily, the pharmaceutical sector remains largely unimpacted by volatile global tariff structures, giving its export and domestic expansion plans a highly predictable cushion.

Aligning structural capacity unlocks with innovative product categories is exactly how we hunt for fundamental value.

What is your take on Gufic's aggressive transition from a contract manufacturer to a high-tech powerhouse? Let's discuss in the comments! 👇



Happy Investing,
Team Kamayakya
SEBI Research Analyst Registration No: INH000009843
BSE Enlistment No: 5583
Disclosures: https://bit.ly/DisclosuresKK

25/06/2026

Why Copper Recycling is positioning itself as a massive multi-year secular play. 🔌♻️

Copper is everywhere. From data centers and standard power cables to solar panels, the global transition toward electrification relies heavily on this metal. But as demand skyrockets, the spotlight is shifting away from primary mining toward a much more efficient alternative: Copper Recycling.

Beyond the organic market demand, India is seeing strong policy tailwinds push this sector forward. The government's roadmap requires non-ferrous metal products to hit strict mandates:
🔹 FY28: A minimum of 5% recycled content.
🔹 FY29: Progressively doubling to 10%.

When a structural mandate meets an existing demand surge, it creates long-term secular opportunities. At KamayaKya Wealth Management, we track these structural resource shifts closely to identify under-the-radar industry proxies.

How are you playing the green energy supply chain in your portfolio? Let’s discuss below! 👇

Happy Investing,
Team Kamayakya
SEBI Research Analyst Registration No: INH000009843
BSE Enlistment No: 5583
Disclosures: https://bit.ly/DisclosuresKK

📊 Big Picture, Small Details — Volume 31 is out!This week's edition unpacks the charts that mattered:🚗 Small cars stage ...
25/06/2026

📊 Big Picture, Small Details — Volume 31 is out!

This week's edition unpacks the charts that mattered:
🚗 Small cars stage a comeback after years of premiumisation
🌍 Mapping the world's resource powerhouses
💼 India's most valuable unlisted companies, decoded
🏠 Inside India's consumer durables growth story
📈 When a single stock drives an entire market
🩺 India's diagnostics industry remains wide open for consolidation

Crisp infographics, sharper takeaways.

Happy Investing,
Team KamayaKya
📄 SEBI Research Analyst Registration No: INH000009843
📘 BSE Enlistment No: 5583
🔗 Disclosures: bit.ly/DisclosuresKK

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