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@exencial_RP Avatar @exencial_RP Exencial Research Partners

Exencial Research Partners posts on X about india, business, target, breakdown the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance XXXXX% countries XXXXX% stocks XXXX% currencies XXXX% automotive brands XXXX% technology brands XXXX%

Social topic influence india 12.87%, business 11.88%, target 5.94%, breakdown #1782, strong 3.96%, $8604t #41, china 2.97%, money 2.97%, canada 2.97%, cash flow #402

Top accounts mentioned or mentioned by @risk_to_reward

Top assets mentioned HSBC Holdings PLC (HSBC) Boeing Co (BA) Cameco Corporation (CCJ) Sanofi (SNY) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last XX hours

"MS MNC Sentiment Index (3Q25):Prudent Optimism In 3Q25 our proprietary MNC Sentiment Index remained high and continued to gap higher vs. China albeit the gap declined sequentially. High sentiment bodes well for India's capex cycle balance of payments corporate profits and share prices in our view. MNC Sentiment Index: Prudent Optimism What Is the Index Telling Us Right Now"
X Link 2025-12-05T02:22Z 9609 followers, XXX engagements

"🚀 From a tiny Bangalore garage in 1973 crafting basic farm pumps to forging rear fuselages for Dassault's Falcon 6X jets in 2025. From tractors to fighter jets. 🚜 ➡ ✈ Dynamatic Technologies (DYNAMATECH) isn't your typical manufacturing co. They started making hydraulic pumps for Indian farmers. Now They are a critical supplier for Airbus Boeing & Bell. Heres a breakdown of this unique "J-Curve" business model. 🧵👇 (1/9)"
X Link 2025-12-09T11:26Z 9609 followers, XXX engagements

"🌊 Siemens Gamesa: The Offshore Fortress While their onshore wind business has faced technical hurdles their Offshore Wind business remains a market leader. The Business: This is marine engineering at a massive scale. They build turbines taller than skyscrapers anchored in the ocean. The Moat: High capital complexity + specialized vessels + limited competition. Once installed these assets generate service income for decades. (7/9)"
X Link 2025-12-11T05:53Z 9609 followers, XX engagements

"Nomura Tata Steel Driving growth through strategic expansion Valuation: Maintain Buy and TP of INR215 implying XX% upside #TataSteel has demonstrated strong performance despite domestic HRC prices near-trough levels. We maintain our Buy rating and TP of INR215 based on one-year forward EV/EBITDA of 6.9x. The stock currently trades at 7.3x Tata Steel trading at just a X% premium to its 3yr average one-year forward EV/EBITDA (x)"
X Link 2025-12-11T05:56Z 9609 followers, XXX engagements

"Citi On Max Healthcare Institute Near Term Growth Drivers Reasonable Valuations; Open +ve CW CITI'S TAKE We open a 90-day +ve CW on MAXE. We expect 2H comps to look better than 1HFY26 driven by a) revised CGHS rates and improving operating leverage at newly commissioned facilities; b) ramp up in brownfield expansion at Nanavati Saket Mohali and c) improvement in payor mix as issues with insurance companies have been resolved. Valuations +0.5SD 5-year mean appear reasonable supported by strong EBITDA growth (c24% CAGR over FY25-28E vs c20% CAGR over FY23-25). Execution hiccups / ramp up delays"
X Link 2025-12-11T06:28Z 9609 followers, XXX engagements

"Nuvama Unveiling share lock-in expiry dates for Investor Quick Glance - Lock in Openings in next XX Days Between 17th Nov 2025 and 26th Feb 2026 a total of XX companies are slated to have their pre-listing shareholder lock-ins lifted amounting to the value of USD 30bn"
X Link 2025-11-17T10:33Z 9582 followers, 2250 engagements

"HSBC on Max Healthcare 2QFY26:a steady quarter aided by growth in operating bed days; Max resolved impasse with health insurance companies Focus continues on launch and scale-up of new hospitals; it looks to add c4750 beds by FY29 (c90% expansion) Retain Hold raise TP to INR1125 (from INR1105);we think current valuation builds-in bed-expansion led PAT growth Retain Hold; lift TP to INR1125(from INR1105)"
X Link 2025-11-20T07:34Z 9608 followers, XXX engagements

"Bernstein E-commerce: Meituan - Bull in the India Shop Meituan in India Some news reports (link) have indicated that Meituan - the Chinese tech giant - is exploring the Indian market for opportunities. Our industry discussions confirm that Meituan leadership is indeed visiting India right now and has sought (and is doing) meetings with some of the firms who lead internet based business models in India - e-commerce quick commerce food delivery ride hailing travel & bookings etc. The agenda of these discussions is to understand the evolution of the demand supply and regulatory landscape for"
X Link 2025-11-25T06:24Z 9609 followers, 2278 engagements

"How SMS Pharma Actually Makes Money (Business Deep Dive) 🏭💊 The "Chef" Behind the Medicine You know names like Sun Pharma or Cipla. But who supplies the raw ingredients they need to make pills. Enter SMS Pharmaceuticals. They don't sell the medicine in the pharmacy; they sell the "active powder" (API) to the companies that do. Here is the business breakdown. 👇 (1/12)"
X Link 2025-11-26T11:21Z 9588 followers, 1041 engagements

"🚨 MEGA DEAL ALERT 🚨 Canada & India are finalizing a massive US$2.8 BILLION (C$3.9B) uranium export deal. This isn't just about energy; it's a geopolitical game-changer. Heres the deep dive on what this means for Cameco Corporation ($CCJ) and the global nuclear market. 🧵👇 (1/10)"
X Link 2025-11-27T05:45Z 9583 followers, 1475 engagements

"GS One XX Improving growth visibility and skewed risk-reward; upgrade to Buy We are Buy rated on Paytm with a 12-month price target of Rs1570. Our price target is based on XX% DCF (WACC of XX% and X% terminal growth) and XX% on a 69x P/E multiple applied to our FY28E EPS (adjusted for PnL tax). Key downside risks include regulatory headwinds slower-than-expected scale up of financial services business higher competitive intensity and sub-optimal capital allocation. Major regulatory considerations for Paytm #Paytm risk reward analysis Paytm target price summary"
X Link 2025-11-28T05:26Z 9585 followers, 1353 engagements

"Life Insurance (ELI) 👨👩👧👦 The Long-Term Bet Partner: JV with Tokio Marine (Global Giant). Focus: Traditional Non-Par products (guaranteed returns) which have seen high demand. Financials: Embedded Value (EV) is growing but like all life insurers it has a long gestation period before printing massive free cash flow. (6/10)"
X Link 2025-11-28T07:42Z 9585 followers, XX engagements

"Jefferies Highlights from XX case studies from India and abroad on M&A Mgt changes capital infusion and other restructuring Ten Indian case studies Ten global case studies"
X Link 2025-12-01T02:30Z 9591 followers, 1107 engagements

"Deutsche Bank Gold in inflation adjusted terms The chart shows gold prices since 1960 in todays (2025) US dollars both in nominal terms and adjusted for inflation using CPI and PPI. Real gold prices spiked in the late 1970s and early 1980s when US inflation hit about XX% and the Fed funds rate went above XX% then fell sharply afterwards. Overall the real (inflationadjusted) gold price is now back near historical highs implying that on a longterm basis gold is trading in an expensive zone rather than a cheap one"
X Link 2025-12-01T06:46Z 9585 followers, XXX engagements

"UBS Navin Fluorine International Ltd Improving growth visibility across segments Valuation: Raise price target from Rs5900 to Rs7000; maintain Buy Net debt to EBITDA declined significantly to 0.26x in FY26 (post-QIP) from 1.7x in FY25reflecting a stronger balance sheet and supporting growth through capex. We raise ourFY27-28E EPS a slight 3-4% factoring in new capacity additions (R32 and de-bottlenecking of MPP) and QIP (July 2025). We raise our PT to Rs7000 as we roll forward our valuation by nine months (45x Dec 2027E PE; unchanged multiple) Improving utilization of recently added capacity"
X Link 2025-12-02T02:30Z 9589 followers, XXX engagements

"MS On Indigo Hitting a Rough Patch; Remain OW Indigo is seeing rising cost headwinds but the entire industry will face these and capacity is tight so we expect air fares to rise gradually as a partial offset. Demand trends are improving with November domestic PAX up X% YoY vs -X% in F2Q26 Overall we cut our F27 and F28 EPS estimates by XX% each as we build in higher CASK. Our EBITDA estimates decline 1-4% over F26-28 as better yields partly offset higher staff and maintenance costs. Higher depreciation and finance costs drive sharper EPS estimate cuts. Our EV/EBITDA based price target falls"
X Link 2025-12-05T01:57Z 9600 followers, 1456 engagements

"MS On Kaynes Technology Where's the bottom Investment Thesis We expect Kaynes to grow the fastest in our coverage with a XX% revenue CAGR over FY25-28E and EBITDA margin expansion of 160bps to XXXX% during this period thereby achieving its target of $1bn (Rs86bn) revenue in FY28. We expect growth to be driven by a combination of the existing business (Industrial and Auto being the drivers) and also revenue from new businesses (OSAT and PCB from FY27). OSAT and PCB scale up is expected to continue until FY30 contributing Rs49bn of revenues by then on our estimates. After that we believe"
X Link 2025-12-05T02:03Z 9602 followers, 8805 engagements

"B&k BSEs revenue model"
X Link 2025-12-05T11:16Z 9611 followers, XXX engagements

"Nomura Optical communication equipment industry value chain"
X Link 2025-12-07T04:24Z 9607 followers, XXX engagements

"Ambit On Tata Motors Commercial Vehicles On SoTP we value India TMCV and IVECO at 13.5x/2.5x 1yr fwd EV/EBITDA with TP of XXX (24.5x FY27E P/E). SOTP valuation"
X Link 2025-12-08T06:23Z 9589 followers, XXX engagements

"Citi Initiates Home First Finance Company India Ltd Citi Take HomeFirst growing at a steadfast pace of 32%/28%/37% CAGR over 3/5/7 years has expanded market share in affordable housing finance (ATS of Rs2.5mn) to X% in FY25 from XXX% in FY19. Key differentiators: i) Established dominance and deepening presence in core states (MH/GJ/TN); significantly scaling presence in MP /UP/Rajasthan/AP; ii) Technology Digital/Strategic Tie- ups Cornerstone of its Strategy; iii) Superior productivity metrics (2-3x of peers); iv) Omni-channel lead generation provides support. Risks: i) Balance transfer at"
X Link 2025-12-08T15:56Z 9611 followers, 2510 engagements

"Citi Initiates Bajaj Housing Finance Citi Take BHFL the second-largest and fastest-growing prime-HFC has a well- diversified product suite (HL:LAP:DF:LRD at 55.1%:10.3%:11.8%:21.5%). Strategic emphasis remains on low-risk high-scale segments (Prime-housing LRD) having optimized LAP/DF to deliver X% RoA profile. Further it has initiated near- prime/affordable housing verticals. Heightened competition portfolio attrition and HL at XXXXX% (near PBC) may restrict AUM growth (our forecasts are below mgmt's. guidance). Stress pool outperforms peers (GS3 at XXX% credit cost at 20bps) though"
X Link 2025-12-08T16:09Z 9611 followers, 1858 engagements

"JPM Kaynes Technology Stock below bear case; cheapest on PEG"
X Link 2025-12-09T01:49Z 9611 followers, 2050 engagements

"Bernstein India Grocery Tracker (Dec'25): Discounting remains high while GST-impact has reduced prices MRP Trends: Basket MRP fell XXX% MoM to 9350 due to GST pass-through led by packaged food (-3.3%) spices (-1.2%) and staples (-0.9%). Staples deflated X% YoY from 3Q25. Discounting Levels: Remains highMT XX% EC XX% QC 20%. Leaders: DMart (MT 25%) Flipkart (EC 23%) Zepto (QC 24%). QC moderation reflects MRP adjustments not reduced promotions; Big Basket more aggressive. Private Labels: Offer deep savings vs. national brandsMT XX% EC XX% QC 27%. Blinkit's "Whole Farm" tracked as exclusive PL"
X Link 2025-12-09T04:02Z 9607 followers, 2022 engagements

"Nomura Top-40 brands sales value and volume growth Strong volume-led growth y-y for Augmentin Telma Levipil Lantus Brilinta Dytor; weakness in Liv.52 Ultracet Calpol Rybelsus #pharma"
X Link 2025-12-09T04:09Z 9611 followers, XXX engagements

"Axis Capital Kaynes Technology India Strong capabilities; balance sheet improvement on cards We believe that the management has satisfactorily clarified the concerns around accounting discrepancies though the non-disclosure of RPT (with WoS subsidiary) in financials remains a valid issue but now rectified and noted by the management for future compliance. Further the increase in trade receivables and consequently working capital days should normalize by the end of FY26 aided by factoring of long-term receivables (Rs3.3bn as of FY25). Overall we see no material impact on the business"
X Link 2025-12-09T04:17Z 9609 followers, 4207 engagements

"Bofa Delay in US-India trade deal We could see 10-20bps impact on GDP growth and 20-40bps impact on Nifty earnings growth due to US tariffs We believe markets have priced in XX% tariffs in base case if XX% tariffs sustain then we could see further downside to GDP/Nifty earnings growth"
X Link 2025-12-09T05:42Z 9591 followers, XXX engagements

"The Great Indian Shift: From Savers to Shareholders Indian household wealth has hit 1300-1400 Lakh Crore growing at XX% CAGR. But the real story We are moving money out of safety (FDs/Gold) and into growth (Equities/MFs). A structural transformation is underway. 🧵👇 (1/10)"
X Link 2025-12-09T05:44Z 9605 followers, 1291 engagements

"📉 The Runway for Growth India is just getting started. Our household allocation to capital markets is only 15-20%. Compare that to the US (58%) or Canada (50%+). As per capita GDP rises this gap will close. The upside is massive. 🚀 (2/10)"
X Link 2025-12-09T05:44Z 9605 followers, XX engagements

"🛡 The New Economic Shock Absorber Retail investors are protecting India's sovereignty. 2015 Crisis (China Fears): Market took X months to recover. 2022 Crisis (Russia-Ukraine): Market took X months. When FPIs sell Indian retail buys. We are the new stabilizer. (8/10)"
X Link 2025-12-09T05:44Z 9605 followers, XX engagements

"Investing Creates Jobs Financialization isn't just about returns; it's about employment. The industry is projected to create X Lakh+ new jobs in the next decade. From Mutual Fund Distributors in small towns to Wealth Managers in metros. A booming market lifts the labor force too. (9/10)"
X Link 2025-12-09T05:44Z 9607 followers, XXX engagements

"🚀 Vision 2035 The trajectory is set. By FY35 we project: Mutual Fund AUM: XXX Lakh Crore Direct Equity: XXX Lakh Crore This capital will fund MSMEs infrastructure and the #ViksitBharat dream. The era of the Indian Retail Investor has arrived. ✨ #IndiaInvests #Finance #StockMarket (10/10)"
X Link 2025-12-09T05:44Z 9607 followers, XXX engagements

"Nomura On Kaynes Technology India Cash flow improvement remains a key monitorable; ex-smart meter growth recovery could serve as a catalyst Maintain Buy; cut TP to INR5455 (from INR8478) on 35x FY28F EPS discounted to Dec-27F Kaynes - valuation methodology"
X Link 2025-12-10T05:22Z 9611 followers, 2083 engagements

"Bernstein on SBI Cards and Payment Services Limited SBI Cards - When the revolvers stop spinning profits We rate SBI Cards as underperform with a Target Price of INR XXX Breakdown of SBI Cards profitability into spends and lending segments"
X Link 2025-12-10T05:41Z 9610 followers, 1129 engagements

"RoAs-Banks vs SBI Cards Credit cards remain a profitable segment with RoA of the business staying much higher than the average banks profitability even during periods of elevated credit costs for the credit card businesses"
X Link 2025-12-10T05:41Z 9600 followers, XXX engagements

"⚡ The "Spine" of the System: Grid Technologies This is their crown jewel business. Renewable energy is often generated far from cities (e.g. Offshore Wind in the North Sea). The Product: HVDC (High Voltage Direct Current) transmission. The Moat: Only a few companies on earth can build these massive "energy highways" that move power thousands of miles with minimal loss. It is a massive technical barrier to entry. (3/9)"
X Link 2025-12-11T05:53Z 9611 followers, XX engagements

"🔄 The "Dispatchable" Power Play (Solving Intermittency) Solar and Wind are fickle. The grid needs "Dispatchable Power" (power on demand) to prevent blackouts when the sun sets. The Business: Siemens sells "Peaker" plants turbines that can ramp up from X to XXX% in minutes to stabilize the grid. Future Proofing: These turbines are being designed to burn Hydrogen in the future keeping the asset relevant in a Net-Zero world. (5/9)"
X Link 2025-12-11T05:53Z 9611 followers, XX engagements

"🧪 Transformation of Industry (Hard-to-Abate Sectors) How do you clean up steel cement or chemical factories You can't just plug them into a wall socket. Siemens Energy creates the heavy industrial tech: Industrial Heat Pumps: Replacing coal boilers with electric heat. Compression: Critical for Carbon Capture & Storage (CCS). Electrolyzers: Machines that split water to create Green Hydrogen. (6/9)"
X Link 2025-12-11T05:53Z 9611 followers, XX engagements

"🌍 The Geopolitical Hedge Why Canadian Uranium The world is splitting: Western Supply Chain vs. Russo-Chinese Sphere . Utilities are paying a "Canada Premium" to avoid risks in Central Asia (Kazakhstan) & Russia. Cameco is the "conflict-free" kingpin. (5/10)"
X Link 2025-11-27T05:45Z 9610 followers, XX engagements

"💰 Financial Turnaround Cameco is a cash flow machine right now. Operating Cash Flow (2024): $905M (Up 1400% since 2020) 🚀 Revenue: Doubled since the bottom in 2021. Don't let "Net Earnings" fool you non-cash accounting noise hides the true EBITDA boom. (6/10)"
X Link 2025-11-27T05:45Z 9610 followers, XX engagements

"India's Passenger EV Charger Requirement Grows 54-Fold Over 2024-2040 Passenger electric vehicle sellers in India are boosting efforts to expand their charging network as competition in the segment intensifies according to BloombergNEF. In the runup to its debut EV launch Maruti Suzuki has set up a network of 2000 charging points with a target of more than 100000 chargers by the end of the decade. Meanwhile automakers already active in the countrys EV space are focusing on improving the availability of fast chargers"
X Link 2025-12-09T01:39Z 9612 followers, XXX engagements

"52-Week Low-Trent Kaynes Technology Sanofi Page Industries XX stocks hit 52-week low in Nifty XXX Index Ola Electric Afcons Manyavar Bajaj Housing Finance-Life Time Lows XX stocks hits life-time low BSE Smallcap Index"
X Link 2025-12-09T05:21Z 9611 followers, 1097 engagements

"B&k Initiation Hindustan Zinc Silver and growth capex to drive valuations Driven by these initiatives we expect the company to deliver Revenue/EBITDA/PAT CAGR of 8%/10%/13% respectively over FY25-28E. The stock is currently trading at EV/EBITDA of 8.3x based on FY28E and we initiate coverage on Hindustan Zinc with a Buy rating and a target price of Rs XXX. We derive this target based on a 9x EV/EBITDA multiple for the Zinc and Lead segments and 15x EV/EBITDA multiple for the Silver segment on FY28E estimates. These multiples are at XX% premium to the median multiples of global peers given the"
X Link 2025-12-09T07:55Z 9610 followers, 1146 engagements

"HSBC on India Financials Ujjivan SFB (Buy) We use the Gordon growth model for valuing the lender. Under our model we assume an average FY27-31e ROE of 15.6%(unchanged). We assume a cost of equity of XXXX% unchanged ) based on a risk-free rate of XXXX% (unchanged) an inflation differential of XXXX% (unchanged) for India an equity risk premium of XXXX% (unchanged) and beta of XXXX (unchanged). We employ a long-term growth rate (g) of XXX% (unchanged). Our assumptions render our fair value PB multiple of 1.5x (unchanged) which we apply to our book value per share estimate for FY27e of"
X Link 2025-12-10T01:30Z 9609 followers, XXX engagements

"India Steel November data suggests domestic prices could remain soft; prefer TATA on Europe spread recovery Within our coverage #tatasteel is our preferred pick and we remain UW on #NMDC"
X Link 2025-12-11T01:15Z 9609 followers, XXX engagements

"Antique Siemens Energy Pure play on the Indian energy sector Given its technology leadership strong product portfolio established infrastructure and market leadership in business verticals we maintain BUY rating on #siemensenergy India with unchanged TP of INR 3416 valuing the stock at 65x its FY27E EPS of INR 52.6"
X Link 2025-12-11T01:30Z 9609 followers, XXX engagements

"🧵 The "Picks and Shovels" of the Energy Supercycle Siemens Energy is the infrastructure backbone of the global energy transition. They don't just generate power; they move it store it and stabilize it. Here is the deep-dive business breakdown of this energy giant. 👇 #GreenHydrogen #Infrastructure #InvestingforBeginners (1/9)"
X Link 2025-12-11T05:53Z 9609 followers, XXX engagements

"🌍 The Core Strategy: Solving the "Energy Trilemma" The business model is designed to solve a three-part global problem: X. Sustainability (Wind/Hydrogen) X. Security (Gas Turbines/Grid Stability) X. Affordability (Efficient Transmission) They win regardless of the energy mix. If the wind blows they sell turbines. If it stops they sell gas backup. (2/9)"
X Link 2025-12-11T05:53Z 9610 followers, XX engagements

"🏭 Gas Services: The "Razor and Blade" Model They have one of the largest "Installed Bases" in the world. The Razor: Selling the Gas Turbine. The Blade: 20+ year Long-Term Service Programs (LTSP). Every time a turbine runs Siemens Energy makes money on maintenance spare parts and upgrades. It is a sticky recurring revenue stream that funds the rest of the business. (4/9)"
X Link 2025-12-11T05:53Z 9612 followers, XX engagements

"🧠 The Hidden Business: Digitalization & AI Siemens Energy doesn't just sell metal; they sell "Digital Twins." They create a virtual replica of a power plant. Predictive Maintenance: AI predicts a part failure before it happens. Remote Monitoring: They control and optimize plants globally from central hubs. This transforms a hardware sale into a "Software-as-a-Service" style relationship with the utility. (8/9)"
X Link 2025-12-11T05:53Z 9612 followers, XXX engagements

"🎯 The Verdict Siemens Energy is an Engineering Conglomerate. It covers the entire value chain: Generation (Wind/Gas) Transmission (Grid/HVDC) Storage/Conversion (Hydrogen/Compression) As the world's grids become more complex to handle AI and EVs the company that acts as the "System Integrator" wins. Disclaimer: Not Investment advice. #SiemensEnergy #EnergyTransition #RenewableEnergy #GridTech #CleanEnergy (9/9)"
X Link 2025-12-11T05:53Z 9609 followers, XXX engagements

"World Bank Group Digital Progress and Trends Report 2025 AI innovation and adaptation activities by country income group Highincome countries led by the US account for the bulk of AI startup funding GenAI patents notable AI models and scientific publications. China and other uppermiddleincome countries contribute a significant but smaller share of AI activity relative to highincome peers. Lowincome countries barely register in AI innovation metrics mirroring their small share of global GDP and research capacity. Mobile network coverage by country income group 2022 and 2024 Globally 4G covers"
X Link 2025-12-11T06:38Z 9609 followers, XXX engagements

"Schroders Capital Q4 2025 PRIVATE EQUITY LENS Global fundraising held steady in Q3 2025 as final closes declined Total capital raised for global private equity (buyout + VC/growth) in Q3 2025 is roughly similar to recent quarters but the number of final closes keeps trending down. Buyout funds still take the larger share of capital while VC/growth fundraising is smaller but relatively stable. LPs are being selective and taking longer to close funds even though overall money raised is not collapsing. Deal value rebounded in Q3 2025 while deal count softened Global privateequity deal value"
X Link 2025-12-11T09:13Z 9609 followers, XXX engagements

"Indias external vulnerability remains low when compared to past crisis episodes Given the deteriorating balance of payments in Q4 we take stock of Indias external vulnerability indicators and analyze the INRs performance (vs. the USD) in past periods of stress. Indias external vulnerability remains low when compared to the past crisis episodes (i.e. taper tantrum). Most of the metrics (except BoP flows) import cover and Indias increased growth differential with the world point towards lower external vulnerability. BoP flows have recently deteriorated owing to the widening of the current"
X Link 2025-12-11T10:21Z 9609 followers, XXX engagements

"Goldman Sachs Larsen & Toubro Upgrade to Buy (from Neutral) with 12m TP up to Rs5000 (from Rs3730)"
X Link 2025-12-11T15:55Z 9609 followers, XXX engagements