Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>US and Israeli strikes on Qatar's Ras Laffan removed 20% of global LNG supply overnight, sending European gas prices surging 70%.</li>
<li>With solar now cheaper than gas-fired power, integrated solar manufacturers and battery storage players are staring at a once-in-a-generation demand surge.</li>
<li>
India sits at the intersection of every tailwind i.e. protected home demand, European export pull, Middle East procurement, and the world's largest untapped battery storage pipeline.</li>
</ul>


US and Israeli strikes on Qatar's Ras Laffan removed 20% of global LNG supply overnight, sending European gas prices surging 70%.
With solar now cheaper than gas-fired power, integrated solar manufacturers and battery storage players are staring at a once-in-a-generation demand surge.

India sits at the intersection of every tailwind i.e. protected home demand, European export pull, Middle East procurement, and the world's largest untapped battery storage pipeline.


The Global Gas Crisis of 2026: How It Creates Massive Opportunity for Solar and BESS Players

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

<ul><li>The aggressive global sell-off across listed tech reflects a rapid change in how the market is thinking about AI risk for software companies, as large language models improve quickly.</li><li>If large model providers take over more of the interface and decision-making, some software vendors risk losing their grip on the customer relationship.</li><li>We remain OUTPERFORM on Vista Group (VGL), Gentrack (GTK) and Serko (SKO), which we continue to view constructively, underpinned by: (1) large proprietary data sets; (2) deep domain expertise across complex workflows; and (3) long-standing, trusted client relationships.</li></ul>

The aggressive global sell-off across listed tech reflects a rapid change in how the market is thinking about AI risk for software companies, as large language models improve quickly.If large model providers take over more of the interface and decision-making, some software vendors risk losing their grip on the customer relationship.We remain OUTPERFORM on Vista Group (VGL), Gentrack (GTK) and Serko (SKO), which we continue to view constructively, underpinned by: (1) large proprietary data sets; (2) deep domain expertise across complex workflows; and (3) long-standing, trusted client relationships.

Tech Sector: The Software Endgame Who Owns The Workflow

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Chinese suppliers are gaining share as shortages force OEMs to qualify alternative vendors, creating structural leakage that is hard to reverse even after supply normalises.</li>
<li>Demand elasticity is emerging in lower-end devices, where elevated memory prices are starting to compress volumes and trigger renegotiation pressure in commodity segments.</li>
<li>Hyperscaler spending is becoming more staggered, with phased deployments and higher utilisation of existing capacity making memory demand lumpier rather than structurally weaker.</li>
</ul>


Chinese suppliers are gaining share as shortages force OEMs to qualify alternative vendors, creating structural leakage that is hard to reverse even after supply normalises.
Demand elasticity is emerging in lower-end devices, where elevated memory prices are starting to compress volumes and trigger renegotiation pressure in commodity segments.
Hyperscaler spending is becoming more staggered, with phased deployments and higher utilisation of existing capacity making memory demand lumpier rather than structurally weaker.


TurboQuant Was an Excuse; The Memory Cycle Was Already Splitting.

<ul>
<li>TurboQuant triggered the sell-off, but the market appears to have priced a uniform demand shock across memory, despite the impact being limited to inference efficiency.</li>
<li>Supply remains tight; HBM capacity largely locked into 2026; TrendForce revised DRAM and NAND pricing sharply higher after the TurboQuant announcement. </li>
<li>Relevant risks sit elsewhere: early signs of pricing resistance in commodity memory, emerging share gains from Chinese suppliers, and a shift toward more staggered hyperscaler spending</li>
</ul>


TurboQuant triggered the sell-off, but the market appears to have priced a uniform demand shock across memory, despite the impact being limited to inference efficiency.
Supply remains tight; HBM capacity largely locked into 2026; TrendForce revised DRAM and NAND pricing sharply higher after the TurboQuant announcement. 
Relevant risks sit elsewhere: early signs of pricing resistance in commodity memory, emerging share gains from Chinese suppliers, and a shift toward more staggered hyperscaler spending


Memory's TurboQuant Panic Misses Where Demand Actually Sits

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>Explosive AI-driven data centre expansion is rapidly increasing U.S. electricity demand, with consumption projected to nearly double by 2030, reshaping long-term power generation dynamics.</li>
<li>Despite aggressive renewable procurement, natural gas remains the backbone of a reliable 24/7 power supply, positioning it as the primary bridge between intermittent renewables and hyperscale energy needs.</li>
<li>While data-centre-driven gas demand will provide incremental price support by 2026, it is unlikely to dominate Henry Hub pricing until later this decade.</li>
</ul>


Explosive AI-driven data centre expansion is rapidly increasing U.S. electricity demand, with consumption projected to nearly double by 2030, reshaping long-term power generation dynamics.
Despite aggressive renewable procurement, natural gas remains the backbone of a reliable 24/7 power supply, positioning it as the primary bridge between intermittent renewables and hyperscale energy needs.
While data-centre-driven gas demand will provide incremental price support by 2026, it is unlikely to dominate Henry Hub pricing until later this decade.


Data Centres: Today’s Cushion, Tomorrow’s Price Driver

United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

The Global Gas Crisis of 2026: How It Creates Massive Opportunity for Solar and BESS Players

US and Israeli strikes removed 20% of global LNG supply, causing European gas prices to surge; solar now cheaper than gas, leading to increased...

Nimish Maheshwari

Tech Sector: The Software Endgame Who Owns The Workflow

The aggressive global sell-off across listed tech reflects a rapid change in how the market is thinking about AI risk for software companies, as...

Forsyth Barr

TurboQuant Was an Excuse; The Memory Cycle Was Already Splitting.

Shortages are leading OEMs to qualify new vendors; Memory price hikes are affecting lower-end devices, while hyperscalers' spending patterns are...

Mint Finance

Memory's TurboQuant Panic Misses Where Demand Actually Sits

TurboQuant sell-off triggers panic on inference efficiency. However, supply is tight, and pricing is revised higher. Risks seen in Chinese...

Mint Finance

Data Centres: Today’s Cushion, Tomorrow’s Price Driver

AI-driven data centre expansion is driving a surge in electricity demand, with nat-gas playing a key role. Gas demand will support prices, but...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Global Gas Crisis of 2026: How It Creates Massive Opportunity for Solar and BESS Players

​US and Israeli strikes removed 20% of global LNG supply, causing European gas prices to surge; solar now cheaper than gas, leading to increased...

Nimish Maheshwari

Tech Sector: The Software Endgame Who Owns The Workflow

The aggressive global sell-off across listed tech reflects a rapid change in how the market is thinking about AI risk for software companies, as...

Forsyth Barr

TurboQuant Was an Excuse; The Memory Cycle Was Already Splitting.

​Shortages are leading OEMs to qualify new vendors; Memory price hikes are affecting lower-end devices, while hyperscalers' spending patterns are...

Mint Finance

Memory's TurboQuant Panic Misses Where Demand Actually Sits

​TurboQuant sell-off triggers panic on inference efficiency. However, supply is tight, and pricing is revised higher. Risks seen in Chinese...

Mint Finance

Data Centres: Today’s Cushion, Tomorrow’s Price Driver

​AI-driven data centre expansion is driving a surge in electricity demand, with nat-gas playing a key role. Gas demand will support prices, but...

Mint Finance

US and Israeli strikes removed 20% of global LNG supply, causing European gas prices to surge; solar now cheaper than gas, leading to increased...

Shortages are leading OEMs to qualify new vendors; Memory price hikes are affecting lower-end devices, while hyperscalers' spending patterns are...

TurboQuant sell-off triggers panic on inference efficiency. However, supply is tight, and pricing is revised higher. Risks seen in Chinese...

AI-driven data centre expansion is driving a surge in electricity demand, with nat-gas playing a key role. Gas demand will support prices, but...