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India’s AI revolution just got a major power boost! Adani Group is set to invest a whopping $10 billion into its data center expansion, riding the global AI demand wave. With plans to scale rapidly and tap into India’s growing need for digital infrastructure, this move could reshape the tech landscape and put India on the global AI map.

Let’s dive in!

But before we start!

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Today’s Market Menu

• Focal Point: Adani just placed a $10 billion bet on India’s AI future

• Markets

• Everything else you need to know today

• Psychology: Want to build wealth? Learn from ancient ways of living

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

Adani just placed a $10 billion bet on India’s AI future.

Here’s why it’s a big deal.

India isn’t just catching up in the AI race, it’s building a highway for it.

Adani Group has announced a massive $10 billion investment in AI-focused data centers, making it one of the largest private digital infrastructure moves in the country’s history. Through their joint venture AdaniConneX with EdgeConneX, they’re scaling up from 1 GW to a whopping 10 GW across metros like Mumbai, Chennai, Noida, and Hyderabad.

Why the urgency?
Because AI demands compute. And compute needs homegrown capacity. This is Adani’s digital expressway moment, except instead of physical roads, they’re building ultra-low-latency highways for generative AI, fintech, and even genomic research.

By 2027, AI-related data centre energy usage is forecasted to hit 146 TWh, with $100+ billion expected to flow into India’s data centre economy. And Adani is front-loading that spend, anchoring both AI sovereignty and startup scalability in India.

This move isn’t just about infrastructure.

It’s about giving India an unfair advantage in the next tech decade.

MARKETS

The Indian stock market closed on a high note with major indices surging sharply. The Sensex jumped 855 points, ending at 79,408.50, while the Nifty 50 climbed 274 points to hit 24,125.55. Banking and midcap stocks led the rally, Nifty Bank soared 1,014 points (+1.87%) and Nifty Midcap 100 spiked 1,317 points (+2.50%). Bulls dominated the session, signaling strong investor confidence and momentum in broader markets.
 
_{Closing figures as on 21.04.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Tech Mahindra (+5.10%) →IT stock surges on digital deal optimism and strong investor interest.
✅ Trent (+4.47%) → Retail giant shines bright; market cheers its growth momentum.
✅ IndusInd Bank (+4.22%) →Heavy volume spike fuels this banking stock’s strong breakout.
✅ Hero MotoCorp (+3.85%) →Auto major races ahead on EV buzz and rural recovery hopes.

Top Losers

🔻 Adani Ports (-1.29%) →Dips slightly after a strong rally; mild profit booking seen.
🔻 HDFC Life (-1.09%) →Insurance stock slides on valuation concerns and muted sentiment.
🔻 ITC (-1.03%) →FMCG major cools off after a steady uptrend.
🔻 HUL (-1.01%) →Rural weakness worries weigh on this consumer staple..

NIFTY 500: Bull Surge ⚡

Q4 RESULTS

^{Click on company name for result pdf} 

FROM THE FRONTIER

Everything else you need to know today 

🚀 RSVP: Elon Musk has RSVP’d to India, tweeting he’ll visit later this year after a video call with PM Modi on EVs, space, and AI tie‑ups.

🏆 Domination: Gold just sprinted past $3,390 an ounce, charging ahead on surging trade‑war jitters and a tumbling dollar.

🤝 Pact: Finance Minister Sitharaman said in Washington that Delhi is racing to seal a U.S. trade deal by autumn to head off looming reciprocal duties.

✈️ Return: In a high‑stakes tit‑for‑tat, China sent back a brand‑new Boeing 737 MAX after Trump slapped a 125% tariff on U.S. imports.

📉 De-growth: India’s smartphone sprint hit the brakes in Q1 2025, with shipments down 8% YoY to 32.4 million units. Xiaomi and Samsung saw their deliveries plunge 38% and 23%.

📝 Order Wins

✅ B.R. Goyal Infrastructure Ltd has reported a robust 56% growth in its order book, reaching ₹1,313.08 crores as of March 31, 2025.

✅ Inox Wind is executing a massive 990 MW turnkey wind project, part of a 1,500 MW agreement with Purvah Green Private Ltd., a CESC Ltd.

ONEZERO-F ACADEMY

Want to Build Wealth? Start Living Like the Ancients!

Long ago, people lived with less, but they lived smart. These 10 ancient frugal habits are still helpful today if you want to save money, live better, and slowly build real wealth.

💡 Let’s bring back what truly works.

▪️ Live Below Your Means: Ancient cultures emphasized moderation and avoiding excess. Today, spending less than you earn remains the foundation of sustainable wealth.

▪️ Repair Before Replacing: In the past, tools and clothing were fixed, not tossed. This mindset of maintenance over mindless consumption can save you thousands annually.

▪️ Grow Your Own Food: From Roman gardens to rural India, self-sufficiency was key. Urban gardening and home-grown herbs today provide both savings and satisfaction.

▪️ Cook at Home: Ancient families bonded over meals they prepared themselves. Fast-forward to now, and home cooking still cuts costs and builds health.

▪️ Avoid Debt: Debt was once a mark of shame. Today, being debt-free is a financial superpower. Save first, spend later.

▪️ Barter and Trade: Instead of money, people exchanged services or goods. In modern times, you can use community swaps, time banks, or skill shares.

▪️ Reuse and Repurpose: Old items had second lives in ancient times. Repurposing is eco-friendly and budget-savvy even now (hello, upcycling!).

▪️ Focus on Needs, Not Wants: Ancient wisdom teaches us to differentiate essentials from desires. Minimalist living today mirrors this principle and boosts financial clarity.

▪️ Live in Multi-Generational Homes: Families used to live together for shared expenses and support. While not always possible, co-living or shared housing models are rising in popularity again.

▪️ Practice Delayed Gratification: Ancient savers understood the value of patience. Skipping immediate pleasure for future gain is the blueprint of long-term wealth.

SUPERCHARGE YOUR INVESTING SKILLS

Why Charlie Munger is My Greatest Mentor!

STOCK SCREENER TO UP YOUR GAME

TIME TO BUY

by Kaushikjgec

Debt to equity< 1 AND
Sales growth 3Years > 12 AND
Profit growth 3Years > 15 AND
Average return on capital employed 3Years > 20 AND
Average return on equity 3Years > 20 AND
Average dividend payout 3years > 10 AND
Market Capitalization > 500 AND
Market Capitalization < 800000 AND
(OPM last year + OPM preceding year) > 15  AND
(NPM last year + NPM preceding year) > 8 AND
((Debtor days < 60) OR ((Inventory turnover ratio * NPM last year)  > 100 ))

Your Wish is my Command!

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Until tomorrow!

Mohit & the OneZero-F team

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