Blog – Katalyst Wealth

[Stock idea]: RAM prices up 3x, laptops up 30% — one company is making a killing

February 26, 2026

Everyone’s focused on direct AI beneficiaries — GPU makers, cloud companies, data centers. But here’s a second-order effect most investors are missing: the AI buildout is diverting chips to hyperscalers, squeezing regular PC component supply. RAM prices are up 2-3x, laptops up 20-30%. And India’s largest ICT distributor — Rashi Peripherals — quietly had one of its best quarters ever: 43% revenue growth, 132% PAT growth. Key highlights below: Before that: Here’s the list of new recommendations released in last few weeks: For Insider…

The One Number That Predicted 3 Stock Crashes Before Anyone Else Noticed

February 24, 2026

In 2022, I watched a stock rally from ₹180 to ₹220 on the back of “strong earnings growth.” Quarterly results looked perfect: – Revenue up 28% YoY – PAT up 35% YoY – Margins expanding – Analysts upgrading targets to ₹320 Twelve months later, the stock was at ₹95. The auditor had flagged receivables issues, the CFO had resigned, and the company was scrambling to explain “working capital stress.” What did I see that the market missed? One line buried…

19,000 to 1,73,000 shareholders in one year — what happened next wasn’t pretty

February 19, 2026

We all look at financial data like Sales, PAT, ROE, Debt equity ratio, cash flows, etc. However, a lot of times, one can get substantial insights from other data points like Insider Buying, Shareholding Pattern, No. of shareholders data, etc. In this post, we will look at Aarti Drugs’ no. of shareholders data and see if can find some interesting insights. Before that: Here’s the list of new recommendations released in last few weeks: For Insider Bets members – On 22nd Jan’26, we released our New stock…

[Stock idea]: Roto Pumps: The 2021 signal that most investors missed

February 17, 2026

In the last 17-18 months, the broader markets are down around 15-20%. In the past, we have seen bear markets lasting 2-3 years. While one cannot be sure of the length of the bear market, it’s a good time to be actively looking for growth stocks at reasonable valuations with an investment horizon of 3-5 years. One good way to screen for such stocks is by tracking Promoter’s actions. If they have been consistently buying from the open market or increase stake through preferential allotment, one could…