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

Equity Bottom-Up

CG Power and Industrial Solutions / Equity Bottom-Up

CG Power and Industrial Solutions (CGPOWER IN)

<ul>
<li>CG Power secured a INR 900 crore ($99.2 million) order from Tallgrass Integrated Logistics Solutions (USA) for hyperscale data center transformers.</li>
<li>Export bookings were already up more than 50% YoY even excluding this order. </li>
<li>With capacity tripling to 85,000 MVA by FY28 and US data center capex exceeding $650 billion in 2026, the pipeline extends beyond this order.</li>
</ul>


CG Power secured a INR 900 crore ($99.2 million) order from Tallgrass Integrated Logistics Solutions (USA) for hyperscale data center transformers.
Export bookings were already up more than 50% YoY even excluding this order. 
With capacity tripling to 85,000 MVA by FY28 and US data center capex exceeding $650 billion in 2026, the pipeline extends beyond this order.


CG Power: How an Export Order Validates a Multi-Year Structural Opportunity in AI Infrastructure?

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

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>Eaton captures AI-driven energy demand at the point of consumption, benefiting directly from rising data-centre power intensity, strong order momentum, and diversified electrification exposure.</li>
<li>Quanta Services monetises the grid expansion required to deliver AI-related power demand, with a record multi-year backlog, and predictable cash flows providing structural downside protection and earnings visibility.</li>
<li>Together, Eaton and Quanta cover the full AI-energy stack, from grid delivery to data-centre power use, combining upside exposure with resilience and reduced concentration risk in 2026.</li>
</ul>


Eaton captures AI-driven energy demand at the point of consumption, benefiting directly from rising data-centre power intensity, strong order momentum, and diversified electrification exposure.
Quanta Services monetises the grid expansion required to deliver AI-related power demand, with a record multi-year backlog, and predictable cash flows providing structural downside protection and earnings visibility.
Together, Eaton and Quanta cover the full AI-energy stack, from grid delivery to data-centre power use, combining upside exposure with resilience and reduced concentration risk in 2026.


2026 High Conviction Idea - Capturing AI’s Energy Backbone: Eaton for Upside, Quanta for Defence

Japan Specialist

Mark Chadwick

Mitsubishi Heavy Industries / Equity Bottom-Up

<ul>
<li>MHI benefits from two long-term supercycles—AI-driven power generation and global defense rearmament—with a recent pullback offering an appealing re-entry point. </li>
<li>A global gas-turbine supercycle is boosting orders, pricing power, and margins as demand from hyperscalers and utilities exceeds manufacturing capacity. </li>
<li>Markets have yet to fully price in structurally higher earnings and valuations driven by AI-linked power demand and persistent turbine supply constraints.</li>
</ul>


MHI benefits from two long-term supercycles—AI-driven power generation and global defense rearmament—with a recent pullback offering an appealing re-entry point. 
A global gas-turbine supercycle is boosting orders, pricing power, and margins as demand from hyperscalers and utilities exceeds manufacturing capacity. 
Markets have yet to fully price in structurally higher earnings and valuations driven by AI-linked power demand and persistent turbine supply constraints.


MHI (7011): AI Power Demand and Gas-Turbine Supercycle Accelerate

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>GE Vernova, a recent spin-off from General Electric, has seen its stock skyrocket nearly 5x since its separation in April 2024.</li><li>With the company now trading around $628 and an analyst target pushing it to $740, investor enthusiasm is boiling over.</li><li>The latest catalyst?</li></ul>

GE Vernova, a recent spin-off from General Electric, has seen its stock skyrocket nearly 5x since its separation in April 2024.With the company now trading around $628 and an analyst target pushing it to $740, investor enthusiasm is boiling over.The latest catalyst?

GE Vernova Stock Explodes 5x Post Spin-Off: What's Fueling The Surge?

<ul><li>GE Vernova's second-quarter 2025 results reveal a strategic positioning amid soaring demand driven by an era of accelerated electrification and decarbonization.</li><li>While leveraging expanded capabilities in gas power and grid infrastructure, the company highlighted strong order inflow and backlog across several segments, notably in its Gas Power and Electrification businesses.</li><li>However, challenges persist, particularly within its Wind segment, and the volatility of larger project demand in Electrification raises notable concerns.</li></ul>

GE Vernova's second-quarter 2025 results reveal a strategic positioning amid soaring demand driven by an era of accelerated electrification and decarbonization.While leveraging expanded capabilities in gas power and grid infrastructure, the company highlighted strong order inflow and backlog across several segments, notably in its Gas Power and Electrification businesses.However, challenges persist, particularly within its Wind segment, and the volatility of larger project demand in Electrification raises notable concerns.

GE Vernova: Initiation Of Coverage- Powering Ahead with $24 Billion Grid Backlog—Electrification Boom Just Getting Started!

United States

GE Vernova Inc is an electric power company. The Company designs, manufactures, and delivers electric power systems and services that generate, transfer, orchestrate, convert, and store electricity. GE Vernova serves customers globally.

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GE Vernova (GEV US)

CG Power: How an Export Order Validates a Multi-Year Structural Opportunity in AI Infrastructure?

CG Power secures $99.2 million order for data center transformers from US, with export bookings up 50% YoY and capacity set to triple by FY28 to...

Nimish Maheshwari

2026 High Conviction Idea - Capturing AI’s Energy Backbone: Eaton for Upside, Quanta for Defence

Eaton and Quanta Services capitalize on AI-driven energy demand, covering grid expansion and data-center power use for diversified exposure and...

Mint Finance

MHI (7011): AI Power Demand and Gas-Turbine Supercycle Accelerate

MHI benefits from long-term supercycles in AI-driven power generation and global defense rearmament, with a recent pullback providing a good re...

Mark Chadwick

GE Vernova Stock Explodes 5x Post Spin-Off: What's Fueling The Surge?

GE Vernova, a recent spin-off from General Electric, has seen its stock skyrocket nearly 5x since its separation in April 2024. With the company...

Baptista Research

GE Vernova: Initiation Of Coverage- Powering Ahead with $24 Billion Grid Backlog—Electrification Boom Just Getting Started!

GE Vernova's second-quarter 2025 results reveal a strategic positioning amid soaring demand driven by an era of accelerated electrification and...

Baptista Research

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52-week Range

Market Cap (USDm)

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CG Power: How an Export Order Validates a Multi-Year Structural Opportunity in AI Infrastructure?

​CG Power secures $99.2 million order for data center transformers from US, with export bookings up 50% YoY and capacity set to triple by FY28 to...

Nimish Maheshwari

2026 High Conviction Idea - Capturing AI’s Energy Backbone: Eaton for Upside, Quanta for Defence

​Eaton and Quanta Services capitalize on AI-driven energy demand, covering grid expansion and data-center power use for diversified exposure and...

Mint Finance

MHI (7011): AI Power Demand and Gas-Turbine Supercycle Accelerate

​MHI benefits from long-term supercycles in AI-driven power generation and global defense rearmament, with a recent pullback providing a good re...

Mark Chadwick

GE Vernova Stock Explodes 5x Post Spin-Off: What's Fueling The Surge?

GE Vernova, a recent spin-off from General Electric, has seen its stock skyrocket nearly 5x since its separation in April 2024. With the company...

Baptista Research

GE Vernova: Initiation Of Coverage- Powering Ahead with $24 Billion Grid Backlog—Electrification Boom Just Getting Started!

GE Vernova's second-quarter 2025 results reveal a strategic positioning amid soaring demand driven by an era of accelerated electrification and...

Baptista Research

CG Power secures $99.2 million order for data center transformers from US, with export bookings up 50% YoY and capacity set to triple by FY28 to...

Eaton and Quanta Services capitalize on AI-driven energy demand, covering grid expansion and data-center power use for diversified exposure and...

MHI benefits from long-term supercycles in AI-driven power generation and global defense rearmament, with a recent pullback providing a good re...