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@EquityExcel Avatar @EquityExcel Equity Excellenceโ„ข

Equity Excellenceโ„ข posts on X about india, longterm, mega, strong the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Followers: XXXXX #

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Social Influence

Social category influence finance countries currencies

Social topic influence india, longterm #640, mega, strong, carry #1126, target, investment #3603, solar, $7732t, commonwealth games

Top accounts mentioned or mentioned by @marketscientist @dhruvbajaj184 @ydstartupreneur @dweekend @desiwallstreet @insharebazaar @kanodiaankit12 @9onecapital @rajendray @arindampramnk @nileshshah68 @manojti80217034 @dspmf @shashankudupa1 @zennivesh

Top Social Posts

Top posts by engagements in the last XX hours

"(12/n) New Frontiers With the US market tough where does the surplus go Manufacturers must target: Europe: 40-50 GW demand Middle East: Similar pricing to India Domestic acceleration: PM Surya Ghar (Rooftop) & Agrivoltaics"
X Link 2025-12-05T13:12Z 4874 followers, 1514 engagements

"(13/n) Investment Implication The sector is transitioning from "Growth at any cost" to "Survival of the fittest." Avoid: Pure-play module makers exposed to price wars Watch: Integrated players with tech leadership (TOPCon) and non-US export channels Short-term pain is inevitable as the glut clears. But long-term India remains on track to be a global solar hub The next 18-24 months will decide who isleftstanding"
X Link 2025-12-05T13:12Z 4874 followers, 1518 engagements

"๐Ÿงต Ahmedabad CWG 2030: The X Lakh Crore Mega Opportunity India just won the bid to host the 2030 Commonwealth Games and Ahmedabad is about to undergo one of the biggest urban transformations in its history. What does it mean for sectors companies and investors Lets break it down. ๐Ÿ‘‡"
X Link 2025-11-29T10:54Z 4874 followers, 3713 engagements

"Kotak: Avg borrowing cost appears XX% after adjusting bill discounting Kaynes: โœ” Reported FY25 cost = XXXX% โœ” Including bill discounting = XX% โœ” Down sharply from FY24s XXXX% (efficiency improving)"
X Link 2025-12-07T05:49Z 4876 followers, XXX engagements

"Market Reaction ๐Ÿงฎ ๐Ÿ“‰ Stock fell over XX% in X sessions ๐Ÿ“‰ Now XX% below 52-week high of 7822 What Remains Intact โœ… Despite noise: โœ” Strong order book โœ” Long-term EMS tailwinds โœ” Semiconductor aerospace EV electronics pipeline โœ” Client diversification underway beyond smart meters"
X Link 2025-12-07T05:49Z 4876 followers, XXX engagements

"EPC & Large Infra: The First Major Winners ๐Ÿ—๐Ÿ“ก Private EPC players finally gain access to nuclear civil works. Opportunities: SMR sites Large reactor foundations Cooling systems Transmission evacuation Multi-year execution visibility + higher-quality orderbooks = strong market rerating potential. ๐Ÿ“ˆโš™"
X Link 2025-12-13T06:23Z 4876 followers, XXX engagements

"Heavy Engineering: High-Margin High-Moat โš™๐Ÿ”ฅ Nuclear-grade equipment is specialized certified & scarce globally. Key demand items: Reactor pressure vessels Steam generators Forgings & alloys Coolant pumps Instrumentation & control Indian defense/aero shops can scale into a high-value supply chain supported by govt incentives. ๐Ÿ› "
X Link 2025-12-13T06:23Z 4876 followers, XXX engagements

"Govt Benefits & Strategic Intent ๐ŸŽฏ The Bill aligns with Indias strategic goals: Energy security Lower import dependence Green baseload for net-zero goals Technology leadership Export-ready nuclear manufacturing This is not just an energy reform its an industrial strategy for the next XX years. ๐Ÿš€๐Ÿ“ˆ"
X Link 2025-12-13T06:23Z 4876 followers, XXX engagements

"Economic Impact: Multi-Decade Growth Engine ๐Ÿ’น๐Ÿ— The path to XXX GW means: Massive manufacturing clusters Thousands of high-skill jobs Global export ecosystems Long-term infra visibility Nuclear becomes Indias next Mega Sector alongside semiconductors defense & renewables. ๐Ÿญโš›"
X Link 2025-12-13T06:23Z 4876 followers, XXX engagements

"Listed Stocks That Can Benefit ๐Ÿ“ˆ๐Ÿ”ฅ Not recommendations theme-based watchlist: ๐Ÿ— EPC / Infra L&T Kalpataru HCC PowerMech Projects โš™ Heavy Engineering Bharat Forge BHEL Walchandnagar L&T Heavy Engg ๐Ÿ”ง Components / Automation ABB India Siemens India Kirloskar Bros โšก Power Sector Tata Power JSW Energy Adani Energy Solutions This list will expand once SMR tenders & Private licenses roll out. ๐Ÿš€"
X Link 2025-12-13T06:23Z 4876 followers, XXX engagements

"Yen Carry Trade: Why BOJ = Global Risk Lever For decades Japans near-zero rates turned the yen into the worlds funding currency. Classic carry trade: Borrow in JPY at ultra-low cost Invest in higher-yielding assets abroad (US Treasuries EM debt equities credit FX) This trade became structural not tactical. What Changes with a BOJ Hike A move to XXXX% may look small but for carry trades direction matters more than level. Key risks: Rising funding cost Stronger yen FX losses wiping out yield pickup When these align carry trades unwind fast not gradually"
X Link 2025-12-15T14:06Z 4875 followers, XXX engagements

"Why Markets Are Sensitive Now Crowded positioning JPY-funded trades remain large across: EM FX & bonds US credit Global equities Thin risk buffers Global yields are already elevated less cushion for FX losses. Volatility asymmetry: Carry trades work in calm markets They break violently during regime shifts"
X Link 2025-12-15T14:06Z 4876 followers, XX engagements

"๐Ÿ“ข Indias Atomic Energy Bill 2025 The Nuclear Opening That Changes Everything โš›๐Ÿš€ Big Reform Big Momentโšก India has approved the Atomic Energy (SHANTI) Bill 2025 ending a 65year PSU only regime in nuclear energy. Private companies can now build own & operate reactors. This reform positions nuclear as Indias next clean baseload pillar similar to how renewables scaled in the last decade. ๐Ÿš€ Why This Matters for Indias Energy Future โšก India wants XXX GW of nuclear by 2047 vs X GW today. To get there it needs huge private + foreign capital faster construction and modern reactor tech. The Bill"
X Link 2025-12-13T06:23Z 4876 followers, 3177 engagements

"Who Feels It First EM Markets: FX depreciation Capital outflows Bond yield spikes US & Global Equities: Pressure on high-beta leveraged trades Volatility picks up (VIX up) Global Bonds: Japanese investors may repatriate capital Upward pressure on global yields"
X Link 2025-12-15T14:06Z 4876 followers, XXX engagements