Bullish on autos, data centers, power, and transformers, noting these sectors are already performing well. He also sees consumption-linked companies, including QSRs, picking up, indicating broad-based growth across these segments.

Raamdeo Agrawal’s track record: 5 graded calls · 95% CI 23–88%

Autos, Data Centers, Power, Transformers, Consumption-linked companiesBullishCalled 17 Aug 2026Graded 16 Sep 2026