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Normal Guy posts on X about india, china, ecommerce, reliance the most. They currently have XXXXX followers and 1541 posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance countries stocks technology brands currencies gaming social networks
Social topic influence india, china, ecommerce, reliance, debt, momentum, copper, playing, money, electronics
Top assets mentioned AbbVie Inc (ABBV)
Top posts by engagements in the last XX hours
"Sometimes it feels like china will deflect the change the leader by just playing with that nation inflation" @Normal_2610 on X 2025-07-20 12:28:12 UTC 1990 followers, XXX engagements
"Risks include heavy dependency on X molecules (71% revenue) patent expiry (2027-2039) geopolitical issues affecting Europe/US revenue (60%) competition (WuXi Lonza Syngene) scaling challenges of new Unit III high IPO valuation (70x earnings) and full Offer-for-Sale IPO (no new money raised for growth)" @Normal_2610 on X 2025-07-16 15:45:58 UTC 1994 followers, XXX engagements
"Electronics (read: iPhones) and textiles account for XX % of the incremental gain in Indias USmarket share this year. They rose because US tariffs made China too expensive and because India put cash on the table through PLI to scale up fast. Holding on to and extending these wins now hinges on tariff certainty. A narrowlyfocused IndiaUS trade deal that slashes duties on labourintensive goods clarifies component tariffs and locks in rulesoforigin could lift Indias share toward X % within three years. But if negotiations slip and the XX % fallback duty kicks in the gains could evaporate just as" @Normal_2610 on X 2025-07-22 04:14:50 UTC 1990 followers, XX engagements
"Compared to other developers India has the most controversial projects which come with significant risks and opportunities. If executed successfully they must be undertaken and only conglomerates can manage them" @Normal_2610 on X 2025-07-22 04:34:45 UTC 1991 followers, XXX engagements
"๐งต Q1FY26: Jewellery Players Showdown - Whos winning Indias gold rush Lets break down Kalyan Titan Senco & PNG ๐" @Normal_2610 on X 2025-07-21 12:13:55 UTC 1995 followers, XXX engagements
"India wants Chinese technology and manufacturing expertise but doesn't want to become dependent on China like Vietnam did. Chinese companies can invest small amounts (10-26%) in joint ventures with Indian companies but must transfer technology and let Indians control the business. Why now India needs Chinese expertise to build its electronics manufacturing ecosystem and reduce imports while China wants access to India's market amid US trade tensions. The risk: China has been using informal trade barriers to pressure India threatening the country's $XX billion electronics export goals" @Normal_2610 on X 2025-07-21 05:24:49 UTC 1991 followers, XXX engagements
"Reliance Power is actively pivoting from coal-based power (like its Sasan Ultra Mega Project) to a strategic focus on renewablesmaking bold moves to capture high growth in clean energy and storage Good move everyone doing this" @Normal_2610 on X 2025-07-20 08:54:49 UTC 1990 followers, XX engagements
"Blinkits model indeed represents a substantial threat to traditional e-commerce in certain categories (groceries FMCG daily essentials). But broader disruption across the full spectrum of e-commerce remains uncertain due to inherent limitations (SKU breadth delivery scale beyond metros consumer behavior nuances). The real question isn't whether Blinkit can disrupt Flipkart or Amazon broadly but whether it reshapes consumer habits significantly enough in essential segments to erode traditional players revenue in high-density markets. The profitability advantage you're highlighting is powerful" @Normal_2610 on X 2025-07-21 16:09:14 UTC 1990 followers, XXX engagements
"Bank and insurance always fascinate me HDFC Life is playing the long game - cutting risky products (ULIPs) investing in channels they control and ensuring technology is future-ready. Post HDFC Ltd-HDFC Bank merger theyre preparing to be less dependent on HDFC Banks distribution clout. This could be a defensive move if bancassurance margins get renegotiated under HDFC Bank. They want to avoid growth at any cost and keep solvency buffers strong which is key under new IRDAI norms. ICICI Lombard is in defensive mode Theyre unwilling to match the aggressive pricing by PSU insurers (like New India" @Normal_2610 on X 2025-07-23 05:47:15 UTC 1995 followers, XXX engagements
"GMDC's strategic shift towards critical minerals including rare earths and its significant investment plans as discussed in investor calls suggest an ambition to become a major domestic supplier particularly from its Ambadungar deposit - must watch" @Normal_2610 on X 2025-07-23 05:16:15 UTC 1994 followers, XX engagements
"After WazirX and now this In wazir X case they not even give money back to customer And Indian government did nothing they only care tax baki tum jao bhad me RBI not even make rules on this sometimes when the system not understand the value chain they deny every aspect of it" @Normal_2610 on X 2025-07-20 10:54:18 UTC 1990 followers, XXX engagements
"The scorecard ๐ฅ Kalpataru = Scale + disciplined debt + 3yr revenue locked in. Needs margin lift above XX %. ๐ฅ Transrail = High ROCE zero debt cheapest multiple; smallcap volatility risk. ๐ฅ Skipper = Lean WC export wins; but priced for perfection. โ KEC = Global footprint but cashflow strain & thin margins. Turnaround bet only. ๐ง Jyoti = High booktobill yet WC abyss; purely speculative" @Normal_2610 on X 2025-07-21 05:41:30 UTC 1995 followers, XXX engagements
"1 Kalyan Jewellers +31% revenue (India +31% Intl +31%) โ
Candere digital grew +67% โ
Aggressive expansion: XXX new stores (45% jump) โ
Resilient wedding demand despite price swings ๐ Verdict: Balanced online-offline game. Market leader in momentum" @Normal_2610 on X 2025-07-21 12:13:55 UTC 1995 followers, XXX engagements
"Adani Enterprises already controls seven airports and is bidding for more packages including the second phase of Navi Mumbai. GMR Airports Infrastructure runs Delhi and Hyderabad is building Bhogapuram and often sub-contracts civil works to group EPC arms" @Normal_2610 on X 2025-07-07 08:09:20 UTC 1989 followers, XXX engagements
"what jumped out of the XX May 2025 earnings call this is must read okay" @Normal_2610 on X 2025-07-23 05:16:14 UTC 1994 followers, XX engagements
"must use this if yu have ChatGPT plus and it behave like yur own personal co pilot agent use it the way yu wanted here is some example -- Please review what Ive shared with you and ask me questions to help complete your knowledge. What important information are you missing (company- and product-level) that you need to help me across all my initiatives present and future Focus more on company org and industry level. Focus less on short-term conditions or initiatives (e.g. resources constraints or individuals) as those will change over time. I want you to ask me these questions sequentially" @Normal_2610 on X 2025-07-23 04:32:08 UTC 1995 followers, XXX engagements
"No one is going to understand why Jagdeep Dhankhar resigned from the vice presidency. This man has been one of the most loyal servants of Modi. From Bengal to Rajya Sabha he has performed beautifully. He is such a threat that the opposition could even go rogue and try to impeach him. So dont worry. Why he resigned must be seen as part of BJPs bigger plan. Dont try to guessyoull fail. This is probably about 2029. In the forthcoming months youll understand why he stepped down. It feels like Modi now wants no problems till the 2029 general election and needs a loyal vice president like him to" @Normal_2610 on X 2025-07-22 08:22:34 UTC 1995 followers, XXX engagements
"Developer must secure Inter-State Transmission System connectivity at XXX kV build transmission to the pooling substation and bear those costs - site choice (Rajasthan/Gujarat high-irradiance zones likely) becomes a major IRR lever. Tech agnostic (crystalline thin-film CPV; trackers optional) allows optimization vs land & heat" @Normal_2610 on X 2025-07-20 08:54:57 UTC 1992 followers, XXX engagements
"WHY Anthem Strong fermentation advantage. End-to-end service (discovery to manufacturing) saves clients money/time. Specialty ingredients reduce dependency on pharma clients. Excellent regulatory track record (US FDA EMA PMDA). High margins (EBITDA 37%) sticky multi-year contracts" @Normal_2610 on X 2025-07-16 15:45:57 UTC 1994 followers, XXX engagements
"Trump will do impossible it feels like the way it heading the new alliance will from between India Russia and China" @Normal_2610 on X 2025-07-22 05:52:29 UTC 1991 followers, XXX engagements
"19 entities bid; XX qualified for the e-reverse stage; auction oversubscribed 4xevidence that developers now see bankable economics in long-tenor storage PPAs. and actual size was XXX MV why Reliance got XXX not 600- The procurer fills the remaining tender volume by slicing the final bidders offered capacity until the 1200 MW total is reached; Reliance bid XXX but XXX MW fit the residual headroom - so partial award still the largest single slice" @Normal_2610 on X 2025-07-20 08:54:52 UTC 1989 followers, XX engagements
"Larsen & Toubro lead EPC on Navi Mumbai; also winning baggage-handling MEP and solar-rooftop sub-jobs across the country. Tata Projects main terminal at Jewar plus air-traffic-control tower packages. PNC Infratech GR Infraprojects ITD Cementation specialists for runways taxiways and piling; each now has at least one big airport order in hand" @Normal_2610 on X 2025-07-07 08:09:21 UTC 1989 followers, XXX engagements
"Battery Duration - XXX MW/700 MWh = X hours full-power dispatch - exactly what state utilities need for evening peak shaping as solar drops and air-conditioning load remains high. Tender docs/filings reference a required daily discharge window (marketed as 4-hr) for firm supply; some early reporting quoted the technical ratio (0.5 MW/2 MWh per MW) which mathematically is a 2-hr minimum but the commercial commitment is structured to assure multi-hour peak coverage- interpret this as at least two hours of required capacity with operational scheduling that delivers up to four hours daily based" @Normal_2610 on X 2025-07-20 08:54:56 UTC 1992 followers, XX engagements
"@Ahlawat2012 Yeah every policy and Strategy have its own flaw and pakistan in last XX year learn hard lesson and if this continues this will only help india which not want to play riddle with them" @Normal_2610 on X 2025-07-20 08:30:57 UTC 1989 followers, XXX engagements
"SJVN tendered 1200 MW ISTS-connected solar linked with XXX MW/2400 MWh BESSone of Indias largest integrated RE+storage packages so far. Why the 3.33/kWh Tariff for XX Years is Considered Competitive in This Solar + BESS Deal -- lowest bidder means a lot when yu don't care margin" @Normal_2610 on X 2025-07-20 08:54:50 UTC 1990 followers, XXX engagements
"What to watch Permitting velocity on Baitarani & Burapahar forest clearance and land acquisition are critical gating items. First commercial output from Ambadungar REE and Ambaji copper: timelines still soft. ATPS turnaround metrics PLF & cash breakeven postretrofit. Commodity price cycles coal/lignite margin swings vs. rising capex curve" @Normal_2610 on X 2025-07-23 05:16:13 UTC 1994 followers, XX engagements
"Chinese consumer brands like Haier Midea and Deerma are rapidly gaining market share in Southeast Asia by acquiring rivals using e-commerce (TikTok Shop Shopee) and offering cheaper AI-powered products. Theyre displacing Japanese/Korean players (Panasonic LG) in appliances and cosmetics leveraging Chinas supply chain and aggressive marketing" @Normal_2610 on X 2025-07-17 04:12:55 UTC 1991 followers, XXX engagements
"Indias D2C space isnt just growing - its fragmenting into two camps: those building moats (Porter India Gate AceVector) and those riding dopamine-driven hype (Zulu KNOT). Porters profits show that boring disciplined execution still beats vanity metrics. But q-comm basket fillers like rice and instant fashion drops raise a bigger question: are we training consumers to expect convenience at any cost The Prime Day shift proves attention spans are volatile and brands burning cash for Day X virality are getting wiped. The real winners will be those who fix their backends (logistics infra) and own" @Normal_2610 on X 2025-07-21 11:40:28 UTC 1994 followers, XXX engagements
"Quick Commerce operates in a high-order value chain where inefficiency peaks addicting customers and becoming 2020's top acquisition. #Blinkit is just will challenging everyone from offline retail to traditional ecommerce player to global giant" @Normal_2610 on X 2025-07-22 03:59:18 UTC 1994 followers, XXX engagements
"Why it deserves study Few listed plays offer simultaneous leverage to coal rampup REE minetomagnet and a worldclass copper ore body Debtfree status provides a margin of safety while capex peaks. Government of Gujarat majority holding eases permitting and secures domestic demand for lignite and limestone" @Normal_2610 on X 2025-07-23 05:16:13 UTC 1994 followers, XX engagements
"#Suprajit rides global nearshoring wave with US/EU footprint eyes double-digit revenue growth and 1214% EBITDA margins. Strong order book backs mid-to-long term optimism" @Normal_2610 on X 2025-07-21 11:59:28 UTC 1995 followers, XXX engagements
"Challenges ahead Commodity price whiplash on lowmargin EPCs. Payment delays from PSU & overseas clients. Execution slippage on HVDC megaprojects. Interestrate hikes could sting leveraged players (KEC Jyoti)" @Normal_2610 on X 2025-07-21 05:41:30 UTC 1993 followers, XXX engagements
"Is Anthem Biosciences Indias Answer to Lonza and Syngene From top-line expansion to regulatory hurdles the factors that could make or break Anthems next phase. 1/๐งต" @Normal_2610 on X 2025-07-16 15:45:53 UTC 1995 followers, 3630 engagements
"4 P.N. Gadgil Jewellers +30.4% revenue (but SSSG only 8%) โ
E-commerce +126% โ
Lightweight Litestyle launched for younger buyers ๐ Verdict: Strong in Maharashtra but lacks scale outside" @Normal_2610 on X 2025-07-21 12:13:57 UTC 1991 followers, XX engagements
"This win plus its earlier SECI solar+storage award (930 MW + 1860 MWh) pushes Reliance Powers clean energy development pipeline to XXX GWp solar and XXX GWh BESS positioning the historically fossil-heavy utility as an early large-scale integrated storage IPP in India. also mean BESS wave is coming but i am not sure who i gaming it who is winnig it and who is levi's and nvidia in this wave of storage unit" @Normal_2610 on X 2025-07-20 08:54:54 UTC 1989 followers, XX engagements
"HDFC Lifes insurance growth aligns with HDFC Bank but FY26 may see softer momentum vs last years 1820%. Focus on long-term scale and margin expansion but near-term base effect and fixed cost absorption are key watchpoints" @Normal_2610 on X 2025-07-21 11:58:05 UTC 1995 followers, XXX engagements
"5 The Big Insight ๐ก Consumer shift lightweight design-led jewellery ๐ก Digital-first buying is booming (Candere CaratLane leading) ๐ก Gold price volatility = demand pauses but weddings stay resilient" @Normal_2610 on X 2025-07-21 12:13:58 UTC 1991 followers, XXX engagements
"so what this shit LLRE read Rare earth metal (REM)" @Normal_2610 on X 2025-07-23 05:16:11 UTC 1994 followers, XX engagements
"GMDCs bosses admit the old lignite business is slowing but it still prints cash. Theyre pouring that cash (and some debt) into a rareearths mineplusprocessing hub and a big Odisha coal project. Management sounds sure the X revenue dream by 2030 is intact but the call also reveals land safety and plantoverhaul delays. If they execute margins and valuations could jump; if delays stretch funding stress rises" @Normal_2610 on X 2025-07-23 05:16:15 UTC 1995 followers, XX engagements
"AbbVie deal derisks R&D frontloads $XXX m cash and leaves upside via royalties. Shareholder payout likely to rise; optionality from India/emergingmarket launches. Long gestation but asymmetric payoff" @Normal_2610 on X 2025-07-23 10:46:38 UTC 1995 followers, XX engagements
"State-backed balance sheet: zero-term debt despite 3000 cr FY25 capex. Aggressive diversification: copper REE limestone-to-cement and manganese create optionality beyond fossil fuels. Technology leap: first Indian miner to deploy UAV magnetometer mapping and real-time fleet telemetry signaling productivity upside" @Normal_2610 on X 2025-07-23 05:16:11 UTC 1994 followers, XX engagements