Netweb Technologies is scaling AI and HPC infrastructure with strong margins and a ₹4,142 crore order book, but SEBI analyst Rajneesh Sharma warns the stock looks 50% overvalued. At ~91x P/E and 22x P/BV, valuations leave no margin of safety. Heavy reliance on government orders and execution risks could trigger a derating. Retail sentiment on Stocktwits remains bearish.