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@rohantantia
"Its a strategic step toward: 🔹 Data localization & control over domestic digital narratives 🔹 Boosting Indian startups in AI social media and cloud 🔹 Creating digital public infrastructure (DPI) beyond payments & identity Think of it as the UPI moment for the content economy - India wants to own the rails not just ride them"
X Link @rohantantia 2025-10-13T14:50Z XXX followers, XX engagements
"💼 Tata Consultancy Services (TCS) declares second interim dividend of XX per share for FY26 💰 👉The dividend will be paid on Nov X 2025 with record date set as Oct XX 2025. 👉This follows the Boards approval of Q2 FY26 financial results for both standalone and consolidated operations. (Not a stock recommendation just an update) #TCS #Dividend #IT #Earnings #TataGroup #Investing #StockMarket #IndiaTech"
X Link @rohantantia 2025-10-09T11:49Z XXX followers, XXX engagements
"1 Indias Data Center Decade Begins 🌆⚡ 👉Indias next infrastructure revolution isnt in highways or ports - its in data centers. 👉These digital fortresses are the invisible powerhouses driving cloud AI fintech streaming and everything that makes Indias digital economy tick. 👉Indias total data center capacity is projected to triple to X GW by 2030 up from X GW today. 👉Whats driving this surge 🔹The sheer scale of Indias digital universe - 800+ million internet users 100+ billion digital transactions annually and an AI economy forecasted to reach $X trillion by 2035. 👉As power connectivity"
X Link @rohantantia 2025-10-14T05:03Z XXX followers, 2582 engagements
"The renewed USChina trade flare-up - rare earth export curbs vs. tariff threats - has jolted sentiment precisely because investors had priced in a fragile peace premium. When that narrative cracks valuation multiples compress instantly. 🔹 Chinas rare earth leverage exposes its strategic control over critical supply chains. 🔹 The U.S. response reflects a willingness to weaponize tariffs faster than before. 🔹 Global equities especially cyclicals and exporters are reacting not just to trade risk - but to the erosion of policy clarity. The key lesson: geopolitical stability isnt a tailwind -"
X Link @rohantantia 2025-10-13T16:04Z XXX followers, XX engagements
"6 The SMR Revolution: Indias Next Leap 👉Small Modular Reactors (SMRs) are redefining how we think about nuclear. 👉Key advantages: 🔹 10300 MW capacity - scalable & modular 🔹 Factory-built units - faster & cheaper to deploy 🔹 Passive safety systems - inherently secure 🔹 Perfect for replacing old coal plants 🔹 Ideal for remote/off-grid zones 👉Indias Bharat SMR mission (20000 crore) aims to build X domestic SMRs by 2033. 👉These reactors can make India a global exporter of compact nuclear solutions - clean efficient and modular. #SMRs #NuclearInnovation #CleanEnergyTransition"
X Link @rohantantia 2025-10-14T10:43Z XXX followers, XX engagements
"The answer lies in collective diversification - developing alternative refining hubs in India Australia the U.S. and Africa backed by joint investments tech transfer and recycling initiatives. Its time the world moved from dependency to resilience - because whoever controls rare earths controls the next industrial revolution"
X Link @rohantantia 2025-10-15T05:04Z XXX followers, XX engagements
"Strategic partnerships with NVIDIA AMD J.P. Morgan and FintechOS show how TechM is building a global AI ecosystem play - from chips to cloud to payments. This is more than a turnaround - its a transformation. Tech Mahindra is quietly evolving from an IT services player to a sovereign AI infrastructure enabler"
X Link @rohantantia 2025-10-15T01:09Z XXX followers, XX engagements
"🚀 LG Electronics India IPO Debut 👉Shares listed with a massive XX% gain on debut - a strong vote of confidence in Indias consumer electronics & appliance growth story. 👉Robust demand brand strength and premium positioning drove the stellar listing - showing investors appetite for quality manufacturing plays in Indias consumption cycle. (Not a stock recommendation just an update) #IPO #LGElectronics #Markets #MakeInIndia #ConsumerDurables"
X Link @rohantantia 2025-10-14T04:21Z XXX followers, XXX engagements
"@Normal_2610 MDL = Scale & complexity CSL = Infrastructure & repairs GRSE = Efficiency & exports All three move with Indias maritime push - but GRSEs export DNA & lean operations could make it the most structurally resilient in long run. (No Recommendation)"
X Link @rohantantia 2025-10-13T04:56Z XXX followers, XXX engagements
"Absolutely 🙌 Its ironic - rare earths arent actually rare but extracting and refining them sustainably is the real challenge. If more countries invest in responsible mining refining tech and recycling we can build a truly diversified and secure rare earth ecosystem for the future"
X Link @rohantantia 2025-10-15T05:45Z XXX followers, XX engagements
"@elonmusk Evaluating 100M+ posts daily through AI will create hyper-personalized feeds - ideally smarter cleaner and less noisy. And the upcoming show me less politics dynamic control Thats a huge step toward giving users real agency in how algorithms shape their experience"
X Link @rohantantia 2025-10-15T01:27Z XXX followers, XX engagements
"Structurally the long-term case stays strong - solar EVs and industrial electrification will anchor silvers relevance for years. But in the short term the risk is clear: high premiums + import restrictions = volatility. This is no longer a pure commodity trade - its a liquidity battle where demand is real but access is scarce. If global prices stabilize and supply normalizes some cooling is inevitable - yet the long-term trajectory still looks unmistakably bullish"
X Link @rohantantia 2025-10-13T16:24Z XXX followers, XX engagements
"8 The Players Powering The Cloud ☁🏗 👉The industry is consolidated yet fast-evolving. Top players hold XX% market share: 🔹NTT GDC XX% 🔹STT GDC India XX% 🔹Sify XX% 🔹CtrlS X% 🔹Nxtra (Bharti Airtel) X% 👉Emerging giants like AdaniConnex Digital Connexion (RelianceBrookfield JV) Web WerksIron Mountain and Equinix India are adding another 1000+ MW by 2027 with 5060% already pre-leased to hyperscalers. 👉The ecosystem also includes infrastructure enablers: Techno Electric Aurionpro Marine Electricals Netweb Technologies PowerGrid Tata Power Blue Star etc. - each playing a key role in cooling"
X Link @rohantantia 2025-10-14T05:03Z XXX followers, XXX engagements
"With ministerial support and policy alignment under the Atmanirbhar Bharat and PLI missions the focus is clear: build an end-to-end self-reliant solar value chain that powers both domestic energy security and global exports. Bharats solar sunrise isnt coming - its already shining"
X Link @rohantantia 2025-10-15T02:04Z XXX followers, XX engagements
"Bharti Airtel x Google Indias First Mega AI Hub 👉Airtel has partnered with Google to set up Indias first AI Hub & Data Center in Visakhapatnam Andhra Pradesh - a $15B initiative that will redefine Indias digital backbone. 🔹 Gigawatt-scale data center for advanced AI workloads 🔹 New Cable Landing Station for Googles subsea cables 🔹 Robust intra-city & inter-city fiber network by Airtel 🔹 Collaboration with AdaniConnex & ecosystem partners (Not a stock recommendation just an update) #Airtel #Google #AIIndia #DataCenters #DigitalIndia #TechInfrastructure"
X Link @rohantantia 2025-10-15T04:18Z XXX followers, XXX engagements
"China vs The World 👉Beijings latest move to tighten rare earth exports has reignited global trade tensions - and the U.S. is now counting on India and its allies to back a collective response. 👉China controls XX% of global mining & XX% of refining - the choke point for EVs semiconductors defense & green tech. By curbing exports its weaponizing its supply chain dominance. 👉India with the worlds 3rd largest reserves (6.9 MT) suddenly finds itself geopolitically crucial. But refining magnet and processing capabilities remain limited - the weak link. 👉Washington wants India in the alliance."
X Link @rohantantia 2025-10-15T05:00Z XXX followers, XX engagements
"@gemsofbabus_ From Singapore to France UAE to Sri Lanka and now Japan - UPI is fast becoming a global benchmark for real-time payments. What started as Indias fintech revolution is now becoming the worlds favorite way to pay"
X Link @rohantantia 2025-10-15T01:25Z XXX followers, XX engagements
"Overvaluation spikes: 👉2020 (37.2x) pandemic earnings collapse inflated valuations. 👉20172019 (2628x) liquidity-fueled rally phase. Fair-value zones: 👉20112016 (1721x) earnings recovery and macro stability phase. 👉20222025 (22x) normalized valuations supported by broad-based earnings. 👉Long-term average: 23.5x the current YTD (2025) P/E of 22.4x is almost perfectly aligned with historical averages. Markets are neither cheap nor euphoric - sitting right near the historical median. The real story ahead will be earnings not multiples"
X Link @rohantantia 2025-10-13T02:30Z XXX followers, XX engagements
"Whats happening isnt just faster delivery - its a new supply chain architecture built around: 🔹 Micro-warehouses in metros 🔹 AI-driven inventory optimization 🔹 Last-mile logistics innovation 🔹 Consumer obsession with speed & convenience 👉Players like Zepto Blinkit Swiggy Instamart & BigBasket NOW are turning delivery into infrastructure - and changing how India shops eats and plans daily life"
X Link @rohantantia 2025-10-15T05:05Z XXX followers, XX engagements
"🔋India 2050: From Energy Consumer to Energy Innovator 📈 Installed Power Capacity: 2025 XXX GW 2050 3000 GW (🔆 XX% renewable) 👉Sectoral Power Use by 2050 (TWh): 🔹Industrial (1800) Residential (1500) Commercial (750) Transport (300) 🔹The future grid will be renewable-powered AI-managed and storage-ready - balancing massive solar/wind inputs with real-time analytics. 👉Indias energy future depends on: 🔹 Grid Storage & AI load balancing 🔹 Smart Transformers & HVDC 🔹 Green hydrogen for backup generation 🔹 Private investments in digital power infra 👉If India synchronizes AIs compute"
X Link @rohantantia 2025-10-07T04:43Z XXX followers, XXX engagements
"Excellent summary - this perfectly captures the essence and intent of Tata Motors demerger. 👉TMPV (Passenger Vehicles + JLR + EVs) is the growth engine driven by premiumization electrification and global brand leverage. 👉TMLCV (Commercial Vehicles + Iveco + Tata Capital stake) is the stability pillar offering cash flow strength and cyclical resilience. 👉Demergers like this dont change what you own - they redefine how clearly you can value it. 👉Tata Motors has just gone from a conglomerate discount to a clarity premium story"
X Link @rohantantia 2025-10-14T15:31Z XXX followers, XXX engagements
"7 Policy Is The Power Source ⚖🏛 👉Indias data center boom isnt accidental - its policy-led. Key enablers include: 🔹 Data Protection Act (2023): Encourages domestic data storage and processing. 🔹 IndiaAI Mission (21900 Cr): Funds AI compute and cloud infrastructure. 🔹 Draft Data Center Policy (2020): Simplifies land power and clearance approvals. 🔹 State incentives Maharashtra Tamil Nadu Telangana and UP offering capital subsidies stamp duty waivers and renewable power access. Infrastructure reforms once powered Indias roads; now theyre powering its digital highways. #Policy #DigitalIndia"
X Link @rohantantia 2025-10-14T05:03Z XXX followers, XX engagements
"7 Infrastructure Boom & New Projects 👉Recent momentum: 🔹 Rajasthan RAPP-7 (700 MW) joined the Northern Grid in 2025 - another success for Indias PHWR design. 🔹 Mahi Banswara project: X new XXX MW reactors approved under NPCILNTPC JV. 🔹 XX new reactors sanctioned for next phase (till 2031). 👉This expansion isnt just about more megawatts - its about engineering capability local supply chains and energy reliability. 👉Every new reactor strengthens Indias resilience and technological autonomy. #EnergyInfrastructure #PoweringIndia #NuclearGrowth"
X Link @rohantantia 2025-10-14T10:43Z XXX followers, XX engagements
"As global grids modernize to handle data center and EV load HVDC smart transmission and high-efficiency turbines will see explosive demand. And its not alone - the entire ecosystem of T&D EPC and power equipment players benefits as the world upgrades from generation capacity to intelligent energy infrastructure"
X Link @rohantantia 2025-10-14T02:18Z XXX followers, XX engagements
"HYUNDAI INDIA: Accelerating Toward FY30 Goals 👉The Korean auto major is betting big on Indias next mobility wave - backed by scale innovation & investment. 🔹 Local sales to grow at X% CAGR till FY30 🔹 Product lineup to expand from XX XX models 🔹 Investment: 45000 Cr (FY26FY30) 🔹 Targeting X Trillion+ revenue by FY30 - a 1.5x jump vs FY25 🔹 EBITDA margins guided at 1114% 👉Hyundais India playbook: deeper localization EV rollout and premiumization - all geared toward sustaining leadership as competition heats up. (Not a stock recommendation just an update) #Hyundai #AutoSector #EVIndia"
X Link @rohantantia 2025-10-15T03:39Z XXX followers, XXX engagements
"⚡ Waaree RTL bags EPC order for XXX MWac / XXXXX MWp Solar Project 👉Waaree Renewable Technologies Ltd has received a Letter of Intent from a leading renewable energy company for the EPC execution of a XXX MWac / XXXXX MWp ground-mounted solar power project. 👉Key Details: 🔹 Project Value: XXXXXX Cr (excl. taxes) 🔹 Client: Domestic Renewable Energy Entity 🔹 Type: Commercial Order 🔹 Completion: FY 202627 👉This order further cements Waaree RTLs leadership in Indias clean energy EPC space aligning with the nations push for large-scale solar deployment. (Not a stock recommendation just an"
X Link @rohantantia 2025-10-15T10:10Z XXX followers, XXX engagements
"From mega ports and coastal corridors to shipbuilding green fuels and smart logistics this wave of investment will redefine trade efficiency and global competitiveness. And with XXX crore jobs expected the maritime economy is set to become a major pillar of Viksit Bharat 2047. The ocean is Indias next growth engine - and this time the tides turning in our favor"
X Link @rohantantia 2025-10-14T15:00Z XXX followers, XX engagements
"After a momentum-heavy run value is back in focus. 👉Stocks like ONGC Coal India NTPC & NMDC - ignored for years - now look primed for re-rating with strong cash flows dividends & earnings visibility. 👉With the Niftys EM premium at a 4-year low Indias risk-reward looks better than peers. 👉CLSA favours financials energy & power as high-conviction plays amid global volatility. 👉Sometimes the biggest opportunities lie in stocks everyone stopped talking about. (Not a recommendation)"
X Link @rohantantia 2025-10-13T14:42Z XXX followers, XXX engagements
"@Ravisutanjani From Singapore to France UAE to Sri Lanka and now Japan - UPI is fast becoming a global benchmark for real-time payments. What started as Indias fintech revolution is now becoming the worlds favorite way to pay"
X Link @rohantantia 2025-10-15T01:29Z XXX followers, XXX engagements
"💼 Who Wins in Indias AIPower Boom 👉 Power & Transmission Majors: NTPC PowerGrid Adani Energy Tata Power JSW Energy NHPC KEC Intl - grid expansion renewables & HVDC systems. 👉 Equipment & Tech Enablers: ABB India Siemens Hitachi Energy CG Power Kalpataru - smart substations transformers and automation. 👉 Data Centers: Reliance Jio AdaniConnex NTT CtrlS Nxtra (Airtel) Yotta Anant Raj Sify - expanding hyperscale capacity for Indias digital backbone. 👉 AI & Semiconductor Ecosystem: NVIDIA AMD izmo Microsystems MosChip SPEL Semi Dixon Tech Kaynes Tech Netweb Technologies Orient Technologies"
X Link @rohantantia 2025-10-07T04:43Z XXX followers, XXX engagements
"🚀 KOSPI crosses 3600 for the first time ever 👉South Koreas benchmark KOSPI surged past 3600 fueled by strong rallies in semiconductor & biotech stocks after momentum from NVIDIAs global chip rally. 🔹 Samsung Electronics XXXX% 🔹 SK Hynix XXXX% 🔹 Samsung Biologics XXXX% 🔹 Celltrion XXXX% 🔹 Naver XXXX% 🔹 Doosan Enerbility XXXX% 👉The index is up XX% YTD one of Asias top performers reflecting Koreas strength in chips AI hardware and biotech innovation. 👉However the Korean won weakened past 1420/$ - showing capital volatility amid global rate uncertainty. #KOSPI #Semiconductors #AI"
X Link @rohantantia 2025-10-10T03:40Z XXX followers, XXX engagements
"Jio Payments Bank enters next-gen tolling 🚗💳 👉Jio Payments Bank (JPBL) has won a contract to power Multi-Lane Free Flow (MLFF) toll collection on two national highway stretches - ShahjahanpurManoharpur and GurugramJaipur. 👉The system uses AI-based ANPR cameras RFID short-range communication & GNSS tech to enable seamless contactless tolling - no barriers no stopping no queues. 🔹 Backed by Jios digital payments stack JPBL will manage real-time toll deduction data analytics & fraud control 🔹 Part of Indias pilot rollout under NHAIs Digital Toll Mission 🔹 Strengthens Jios position in"
X Link @rohantantia 2025-10-13T09:37Z XXX followers, XXX engagements
"Policy Shift: From restrictive licensing to open exploration - creating a level playing field for private & foreign investors. Strategic Focus: Unlocking lithium rare earths cobalt and nickel - the raw materials of the EV semiconductor & renewable revolutions. Industrial Ripple: A mining upcycle directly benefits equipment makers drilling service firms logistics and infra enablers"
X Link @rohantantia 2025-10-13T14:59Z XXX followers, XXX engagements
"@hariniv2505 @InvestmentVeda @TheLongInvest @reddy73375 @Anvith_ @rajuidesai @Stocks_Page @Stock_marketIND @VRaj_In Absolutely The silver markets showing how fragile the balance between paper contracts and physical supply really is. Lets see how this unfolds - it could reshape how both investors and central banks view precious metals liquidity going forward"
X Link @rohantantia 2025-10-13T05:30Z XXX followers, XX engagements
"4🌿 Emerging Themes Creating Value: 🔹Eco & Sustainable Tourism 🌳 🔹Spiritual & Wellness Tourism 🧘♀ 🔹Cruise & Coastal Circuits 🚢 🔹Film & Media Tourism 🎬 🔹MICE & Luxury Travel 🏰 🔹Rural & Agri-Tourism 🌾 👉Each represents multi-billion-dollar opportunities for listed firms in hospitality aviation & infrastructure. #SustainableTravel #GreenTourism"
X Link @rohantantia 2025-10-11T11:20Z XXX followers, XX engagements
"Indias Auto Market 2020 2025: The Big Shift 👉The Indian car market is undergoing a major realignment - homegrown automakers are rising fast while old leaders lose ground. 👉Market Share (2020 2025): 🔹 Maruti Suzuki: XXXX% XXXX% (15.4%) 🔹 Tata Motors: XXX% XXXX% (8.6%) 🔹 Mahindra: XXX% XXXX% (9.9%) 🔹 Hyundai: XXXX% XXXX% (3.6%) 🔹 Toyota: XXX% XXX% (4.4%) 👉This isnt just market rotation - its Indias auto evolution: 🔹Shift toward SUVs EVs & premium design 🔹Strong local R&D and brand identity 🔹Consumers rewarding Make in India excellence 🔹Tata & Mahindra have emerged as the new"
X Link @rohantantia 2025-10-15T05:22Z XXX followers, XXX engagements
"This momentum reflects the success of the PLI scheme strong participation from Apple ecosystem players (Foxconn Pegatron Wistron) and deepening IndiaU.S. trade alignment in tech hardware. India is no longer just a big consumer market - its becoming a manufacturing powerhouse for the world"
X Link @rohantantia 2025-10-15T05:03Z XXX followers, XX engagements