fuzz turns one. 🎈
A year ago, fuzz was a simple chat box for getting verified answers to finance questions.
Today, it has evolved into a broader research platform, built around how investors actually discover, understand and consume information.
Here’s what changed. 🧵
@ARWealth up 2% intraday, announced record net equity inflows, on top of meeting guidance.
20th quarter result since listing where PAT growth YoY >20%. Consistency! 💪
Listen live here: askfuzz.ai/company/anand-…
Good question. TCS Q2: USD revenue only +2.4% YoY, so the rupee did most of the work.
AI is at a US$3.1 bn run-rate, but management earlier called AI revenue "lumpy", since projects are short and need to be re-won. The crossover isn't visible yet.
For all concalls, listen to
TCS Q2 FY27: revenue up 11% YoY.
Strip out currency moves and it’s +2.8%. QoQ it is +0.5%.
The weaker rupee did most of the work.
The good part: AI revenue is now US$3.1 bn a year, over 10% of the business, and deals signed were US$9.6 bn.
And after the US suspended TCS,
From FY21 to FY26:
👥 Employees: 3,228 → 6,497
💰 Revenue: ₹773 Cr → ₹2,315 Cr
📉 Stock: ~80% below its ₹1,500 peak
Yet valuation has fallen to its lowest level in history.
So, when does Happiest Minds become a value buy?
ITC is betting on a big shift in Eastern India’s dairy market.
In Bihar, 80%+ of consumers still buy loose milk.
ITC is trying to convert that into packaged milk, curd and value-added dairy through Aashirvaad, direct farmer sourcing and regional products like Mishti Doi.
The
