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>At the India AI Impact Summit 2026, <a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RELIANCE IN)</a> and Tata Group announced historic capex plans for sovereign AI, while NVIDIA, OpenAI inked landmark infrastructure with Indian conglomerates.</li>
<li>This marks India's transition from an AI consumer to  "Sovereign AI" producer, reducing reliance on global clouds and positioning domestic players as owners of the "intelligence" stack rather than facilitators.</li>
<li>Investors should monitor the rapid rerating of Indian "AI infrastructure" plays: data centers, power, and high-end IT—as the "Intelligence-as-a-Service" model begins to disrupt traditional linear headcount-linked IT growth.</li>
</ul>


At the India AI Impact Summit 2026, Reliance Industries (RELIANCE IN) and Tata Group announced historic capex plans for sovereign AI, while NVIDIA, OpenAI inked landmark infrastructure with Indian conglomerates.
This marks India's transition from an AI consumer to  "Sovereign AI" producer, reducing reliance on global clouds and positioning domestic players as owners of the "intelligence" stack rather than facilitators.
Investors should monitor the rapid rerating of Indian "AI infrastructure" plays: data centers, power, and high-end IT—as the "Intelligence-as-a-Service" model begins to disrupt traditional linear headcount-linked IT growth.


India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.</li><li>AI Flood Watch. In this recurring feature, we highlight the latest news items related to AI, classify them as “Rising” (suggesting the AI “flood” is continuing apace) or “Falling” (indicating hiccups on the road to broader AI adoption).</li><li>AI adoption is accelerating into real workflows—but markets are demanding receipts, not just roadmaps.</li></ul>

The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.AI Flood Watch. In this recurring feature, we highlight the latest news items related to AI, classify them as “Rising” (suggesting the AI “flood” is continuing apace) or “Falling” (indicating hiccups on the road to broader AI adoption).AI adoption is accelerating into real workflows—but markets are demanding receipts, not just roadmaps.

AI Flow Newsletter : Monitoring The "Currents" Of AI - 5 February 2026

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>The US is closely monitoring the baht, limiting downside pressure on the currency.</li><li>The SET Index is expected to trade sideways to slightly higher today, with support at 1,330/1,311 and resistance at 1,346/1,355.</li><li>The US Treasury will continue to closely monitor countries on its Monitoring List, including China, South Korea, Taiwan, Thailand, Singapore, Vietnam, Germany, Ireland, and Switzerland.</li></ul>

The US is closely monitoring the baht, limiting downside pressure on the currency.The SET Index is expected to trade sideways to slightly higher today, with support at 1,330/1,311 and resistance at 1,346/1,355.The US Treasury will continue to closely monitor countries on its Monitoring List, including China, South Korea, Taiwan, Thailand, Singapore, Vietnam, Germany, Ireland, and Switzerland.

Krungthai XSpring Zoom Eng. January 30, 2026

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>Azure’s growth story ran into an uncomfortable question this quarter: how much capital is required to unlock the next leg, and who ultimately bears that cost.</li>
<li>Strong ad fundamentals gave Meta room to make an explicit trade-off on AI spending, and the market reacted very differently than it did for peers.</li>
<li>Earnings reinforced that Tesla is no longer being underwritten on autos. But the capital being redirected toward AI and robotics comes from a contracting core business.</li>
</ul>


Azure’s growth story ran into an uncomfortable question this quarter: how much capital is required to unlock the next leg, and who ultimately bears that cost.
Strong ad fundamentals gave Meta room to make an explicit trade-off on AI spending, and the market reacted very differently than it did for peers.
Earnings reinforced that Tesla is no longer being underwritten on autos. But the capital being redirected toward AI and robotics comes from a contracting core business.


[Wafer Watch] Earnings Week Revealed a Split Verdict on AI Economics

External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

<ul><li>For 2025, big tech companies’ capex is estimated at around US$460bn (+72% YoY).</li><li>Despite a high base, capex is projected to continue rising in 2026, reaching around US$600bn (+33% YoY).</li><li>Microsoft, Alphabet, and Meta are each expected to increase capex by around 40% YoY.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

For 2025, big tech companies’ capex is estimated at around US$460bn (+72% YoY).Despite a high base, capex is projected to continue rising in 2026, reaching around US$600bn (+33% YoY).Microsoft, Alphabet, and Meta are each expected to increase capex by around 40% YoY.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

[2026 Outlook] Semiconductors Robust Earnings Cycle Ahead

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...

Nimish Maheshwari

Krungthai XSpring Zoom Eng. January 30, 2026

The SET Index is expected to trade sideways to slightly higher today, with support at 1,330/1,311 and resistance at 1,346/1,355.

Krungthai XSpring

[Wafer Watch] Earnings Week Revealed a Split Verdict on AI Economics

Tech giants Microsoft, Meta, and Tesla are facing questions about the cost of unlocking growth in AI and robotics, with implications for their...

Mint Finance

[2026 Outlook] Semiconductors Robust Earnings Cycle Ahead

For 2025, big tech companies’ capex is estimated at around US$460bn (+72% YoY).Despite a high base, capex is projected to continue rising in 2026,...

Mirae Asset Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

​At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...

Nimish Maheshwari

AI Flow Newsletter : Monitoring The "Currents" Of AI - 5 February 2026

The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.

Water Tower Research

Krungthai XSpring Zoom Eng. January 30, 2026

The SET Index is expected to trade sideways to slightly higher today, with support at 1,330/1,311 and resistance at 1,346/1,355.

Krungthai XSpring

[Wafer Watch] Earnings Week Revealed a Split Verdict on AI Economics

​Tech giants Microsoft, Meta, and Tesla are facing questions about the cost of unlocking growth in AI and robotics, with implications for their...

Mint Finance

[2026 Outlook] Semiconductors Robust Earnings Cycle Ahead

For 2025, big tech companies’ capex is estimated at around US$460bn (+72% YoY).Despite a high base, capex is projected to continue rising in 2026,...

Mirae Asset Securities

At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...

Tech giants Microsoft, Meta, and Tesla are facing questions about the cost of unlocking growth in AI and robotics, with implications for their...