# ![@abhayjainp Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1879909031843602432.png) @abhayjainp abhay jain

abhay jain posts on X about business, growth, strong, india the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1879909031843602432/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879909031843602432/c:line/m:interactions.svg)

- [--] Week [------] +193%
- [--] Month [------] -92%
- [--] Months [---------] -88%
- [--] Year [----------] +17%

### Mentions: [--] [#](/creator/twitter::1879909031843602432/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879909031843602432/c:line/m:posts_active.svg)

- [--] Week [--] -23%
- [--] Month [--] -13%
- [--] Months [---] +400%
- [--] Year [---] +5,733%

### Followers: [---] [#](/creator/twitter::1879909031843602432/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879909031843602432/c:line/m:followers.svg)

- [--] Week [---] +9.90%
- [--] Month [---] +58%
- [--] Months [---] +1,033%

### CreatorRank: [-------] [#](/creator/twitter::1879909031843602432/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879909031843602432/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27% [stocks](/list/stocks)  18% [cryptocurrencies](/list/cryptocurrencies)  8% [countries](/list/countries)  8% [technology brands](/list/technology-brands)  7% [currencies](/list/currencies)  5% [automotive brands](/list/automotive-brands)  2% [gaming](/list/gaming)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[business](/topic/business) 16%, [growth](/topic/growth) #1836, [strong](/topic/strong) 8%, [india](/topic/india) 7%, [$hsai](/topic/$hsai) 6%, [ai](/topic/ai) 6%, [key](/topic/key) #1707, [target](/topic/target) 5%, [market](/topic/market) 5%, [in the](/topic/in-the) 5%

**Top accounts mentioned or mentioned by**
[@soicfinance](/creator/undefined) [@samyak0606](/creator/undefined) [@anishamoonka](/creator/undefined) [@varinderbansal](/creator/undefined) [@grok](/creator/undefined) [@adityakondawar](/creator/undefined) [@soicfinances](/creator/undefined) [@stockscansin](/creator/undefined) [@thechartist26](/creator/undefined) [@ishmohit1](/creator/undefined)

**Top assets mentioned**
[HealthSci.AI (HSAI)](/topic/$hsai) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Corning Incorporated (GLW)](/topic/$glw) [Morgan Stanley (MS)](/topic/morgan-stanley) [Eli Lilly and Company (LLY)](/topic/$lly) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [MKS Instruments Inc (MKSI)](/topic/$mksi) [Western Digital Corp (WDC)](/topic/$wdc) [Bloom Energy Corporation (BE)](/topic/$be) [Fabrinet (FN)](/topic/$fn) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi) [Semtech Corp (SMTC)](/topic/$smtc) [KEYS (KEYS)](/topic/$keys) [Robot Consulting Co., Ltd. (LAWR)](/topic/robot) [Fermi Inc. (FRMI)](/topic/$frmi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"JK tyre 3Q call notes - upcycle✅ - double digit volume growth across segments - capacity expansion of [----] cr for tbr asltr and pcr segments - targeting double digit revenue growth in fy26 - focus on premiumisation with a target to reach 40% to 45% share for [--] inch and above pcr tyres - incremental capacity from current capex to increase overall production by nearly 7% - new oem approvals for electric vehicle variants like hyundai creta and tata punch - capacity utilization for radial tyres at over 95% - expansion of rural distribution network and addition of nearly [---] new dealers - ebitda"  
[X Link](https://x.com/abhayjainp/status/2021450470045204500)  2026-02-11T05:05Z [---] followers, [---] engagements


"an interesting name i'm tracking in robotics is $HSAI. hesai is a global leader in LiDAR powering perception for robotics and autonomous vehicles. why LiDAR vs other sensors There has been a lot of debates around using LiDAR vs other sensors based on my learnings i think LiDAR offers superior capability in handling safety critical cases which are difficult for other techniques to address. some OEMs have tried going with camera only ADAS solution the injury rate seems to be much higher than what LiDAR systems offers. As more and more OEMS adopt LiDAR - there is a rapid improvement in"  
[X Link](https://x.com/abhayjainp/status/1996564497763627190)  2025-12-04T12:57Z [---] followers, [----] engagements


"sharing my notes on $HSAI - 60-70% market share in global robotaxi LiDAR market - Achieved 100% LiDAR adoption across all [----] models for top two ADAS customers - Select Zeekr flagship models now featuring Hesai LiDAR as standard - Multi-LiDAR vehicles launching in [----] with 2-5 LiDARs per vehicle - L3 vehicles expected to feature 3-6 LiDARs per car at $500-$1000 system value - New design win with top-three domestic NEV automaker pairing ETX + multiple FTX units for [---] coverage SOP late 2026/early [----] - Signed deals with Pony ai Hello Inc JD Logistics - some models using up to [--] Hesai"  
[X Link](https://x.com/abhayjainp/status/2007122665770000550)  2026-01-02T16:11Z [---] followers, [----] engagements


"started a blog covering interesting businesses im tracking/invested in globally. starting with $MKSI: the picks and shovels of the picks and shovels link to read below-"  
[X Link](https://x.com/abhayjainp/status/2017958969843872067)  2026-02-01T13:51Z [---] followers, [---] engagements


"JK Tyre & Industries: - double-digit revenue growth guidance for FY26 with new capacity ramping up from 3Q26 - Rs.1400 Cr capex underway: PCR (Banmore Rs.1025 Cr) TBR (Laksar) ASLTR (Mysore Rs.112 Cr) - PCR capacity expansion start of production from end-3Q26 full ramp-up in FY27 (margin accretive) - premiumisation: 16"+ rim tyres at 26% (was 18% FY23) targeting 40% in coming quarters - Mexico expansion USD 27M for premium PCR tyres operational from Q1FY27 - strong replacement demand in both TBR and PCR segment - premium truck radial series (XF XD XM) gaining traction in OEM and replacement -"  
[X Link](https://x.com/abhayjainp/status/2018561360351887525)  2026-02-03T05:45Z [---] followers, [---] engagements


"new experiment: been reading a lot of japanese AI plays lately. so I used claude code (opus 4.6) to build a dashboard and a sheet covering 100+ companies with their AI exposure upside and key catalysts. pretty amazing i did nothing expect few follow up msgs"  
[X Link](https://x.com/abhayjainp/status/2019572762822734321)  2026-02-06T00:44Z [---] followers, [---] engagements


"I talk about: CCL grade migration upstream chokepoints: glass cloth copper foil resin key players including EMC doosan TUC ITEQ mitsui nittobo resonac and few more link to read: https://t.co/7JzCAp6HTm https://t.co/7JzCAp6HTm"  
[X Link](https://x.com/abhayjainp/status/2020689015083868486)  2026-02-09T02:39Z [---] followers, [---] engagements


"AI server supply chain: Fabless / Internet/ System Company - NVIDIA AMD Google Amazon Meta ASIC Design Service Company - Broadcom Alchip Marvell GUC MediaTek Foundry (Front-End manufac.) - TSMC Equipment Supplier - BE Semi Shibaura DISCO Scientech Chroma ATE Foundry/OSAT (Adv Packaging) - TSMC Amkor ASE Memory Supplier - SK hynix Samsung Micron Substrate Supplier - Ibiden Unimicron OSAT (Final Test) - KYEC Base Board - Wistron (primary) FII Mother Board - Quanta Inventec Supermicro FII PCB - Unimicron GCE WUS High-speed Networking - NVIDIA AC/DC DC/DC Power Supply - Delta Electronics LITE-ON"  
[X Link](https://x.com/abhayjainp/status/1982989822055550998)  2025-10-28T01:56Z [---] followers, 37.4K engagements


"Hard disk drives (HDD) supply chain HDD - seagate $SDX $WDC Toshiba Spindle motors: Nidec Minebea Mitsumi Suspension: NHK Spring Hutchinson (TDK) Magnecomp (TDK) Wafers: Proterial Kyocera VCM: Shin-Etsu Chemical Proterial TDK Glass media: Seagate WDC HGST Resonac Glass substrate & blanks: HOYA Aluminum media: Seagate WDC HGST Resonac Toyo Kohan Aluminum substrate: Seagate WDC HGST Resonac Toyo Kohan Aluminum blanks: Kobelco Furukawa Electric Base plates: JCY MMI Beyonics Nidec Altum Shin-Ei High Tech Minebea Mitsumi Top covers: JCY SII (Metal Form) BMS NHK Spring MATC Source: TSR"  
[X Link](https://x.com/abhayjainp/status/1988151202480353529)  2025-11-11T07:45Z [---] followers, [----] engagements


"NEW: the board beneath the chip: AI's next bottleneck I talk about: CCL grade migration upstream chokepoints: glass cloth copper foil resin key players including EMC doosan TUC ITEQ mitsui nittobo resonac and few more link to read: http://abhayterminal.substack.com/p/the-board-beneath-the-chip http://abhayterminal.substack.com/p/the-board-beneath-the-chip"  
[X Link](https://x.com/abhayjainp/status/2019006568449327264)  2026-02-04T11:14Z [---] followers, [----] engagements


"kaori heat treatment (8996 TW) supplies the other 50% of hot boxes for $BE they are expanding hot box capacity by 3x by F27 driven by explosive growth in fuel cell business. Heres another bit of $BE Bloom research ive been working on There is an Indian company called MTA Industries (MTAR is the Indian stock symbol) which does roughly 50% of Blooms production of hot boxes (boxes that house the fuel cell *Wells Fargo). The other 50% is done by a https://t.co/Lj3RhCvOHR Heres another bit of $BE Bloom research ive been working on There is an Indian company called MTA Industries (MTAR is the"  
[X Link](https://x.com/abhayjainp/status/2021105580438585671)  2026-02-10T06:14Z [---] followers, [----] engagements


"Wrote a long one ( hopefully not a boring one 😅) on Manorama Industries: Covers: - business story - industry overview - competitive landscape - how the business actually works - products & services breakdown - key risks & growth triggers link - http://acheronresearch.substack.com/p/manorama-industries http://acheronresearch.substack.com/p/manorama-industries"  
[X Link](https://x.com/abhayjainp/status/2021548080320115171)  2026-02-11T11:33Z [---] followers, [---] engagements


"On Adani Ports & some napkin math - india's largest commercial port operator - double digit growth ✅ - hard to replicate business ✅ - high entry barriers due to strategic port locations and long term concessions - integrated business model creates high customer stickiness and switching costs - FY29 revenue guidance of [-----] cr and ebitda of [-----] cr - capex of [-----] cr over [--] years for organic and inorganic growth - aiming for [--] billion tonnes of cargo throughput by [----] no reco. https://twitter.com/i/web/status/2021786491899588891 https://twitter.com/i/web/status/2021786491899588891"  
[X Link](https://x.com/abhayjainp/status/2021786491899588891)  2026-02-12T03:20Z [---] followers, [---] engagements


"My newest piece on Indium Phosphide Squeeze (inP) is live. i map the full value chain key choke points and players across substrates epitaxy devices and CPO. here's a summary of players in basket & positioning. link below. $AXTI $LITE $COHR"  
[X Link](https://x.com/abhayjainp/status/2021939092855132361)  2026-02-12T13:27Z [---] followers, [---] engagements


"an excerpt from my upcoming piece on co packaged optics (CPO) CPO value chain and key players: Switch ASIC NVDA AVGO MRVL Laser Oligopoly $LITE $COHR Epi Wafer Gatekeepers [----] TT [----] TT Foundry & Packaging [----] TT [----] TT $AMKR Module Makers $FN $AAOI [------] CH [------] CH Analog & RF $MTSI $SMTC Test & Measurement $KEYS [----] TT [----] TT Fiber & Connectors $GLW [----] TT https://twitter.com/i/web/status/2021230459783610595 https://twitter.com/i/web/status/2021230459783610595"  
[X Link](https://x.com/abhayjainp/status/2021230459783610595)  2026-02-10T14:31Z [---] followers, [----] engagements


"companies where i have high conviction & napkin math: Sansera engineering - pivoting from legacy ICE components toward high margin Aerospace Defense and Semiconductor (ADS) segments. margin can expand towards 20% by Fy28. trading at 23x FY28 earnings Navin fluorine - growth driven by high margin CDMO and HPP segments underpinned by the Fermion dedicated cGMP4 plant (linked to Darolutamide) and a [-----] TPA R32 capacity expansion. MTAR tech - AI data center energy play 3x capacity expansion for $BE (Solid Oxide Fuel Cells) guidance of 50% growth for FY27 with expanding margins. Adani ports -"  
[X Link](https://x.com/abhayjainp/status/2022222081153544416)  2026-02-13T08:11Z [---] followers, [----] engagements


"@Samyak0606 @AnishA_Moonka are you using claude in chrome plugin here or any mcp"  
[X Link](https://x.com/abhayjainp/status/2022299694417007021)  2026-02-13T13:19Z [---] followers, [--] engagements


"As the 1Q26 earnings season concludes i have compiled a digest of companies that delivered strong 1Q results digest covers [--] companies along with their earnings call notes link to download: https://www.abhayjain.com/research-pdfs/results-digests/1Q%20FY26%20Conference%20call%20digest.pdf https://www.abhayjain.com/research-pdfs/results-digests/1Q%20FY26%20Conference%20call%20digest.pdf"  
[X Link](https://x.com/abhayjainp/status/1957277037015585197)  2025-08-18T03:03Z [--] followers, [---] engagements


"new from me on GLP-1s: understanding the value chain key innovations second order effects key players and opportunities for Indian pharma link below👇"  
[X Link](https://x.com/abhayjainp/status/1957428887639498950)  2025-08-18T13:06Z [---] followers, [----] engagements


"Shaily Engineering Plastics 1Q26: -revenue up 38% y/y and 13% q/q to [-----] cr -ebitda up 95% y/y and 29% q/q to [----] cr -operating margin at 28.5% up [---] bps -PAT grew 136% y/y and 44% q/q to [----] cr -Healthcare segment revenue [----] cr (+181% y/y); consumer [-----] cr (+14% y/y); industrial [----] cr (-6% y/y) -Machine utilization at 49% vs 39% in Q1 FY25; exports 76% of revenue -Volume processed [----] MT vs [----] MT y/y"  
[X Link](https://x.com/abhayjainp/status/1957692848964288629)  2025-08-19T06:35Z [--] followers, [---] engagements


"1Q post earnings call notes: Installing [--] million pens capacity by end of Q2 FY26 Additional [--] million pens capacity by end of FY26/beginning of FY27 Total effective capacity reaching 70-75 million pens after expansion [---] crores capex investment over next 12-18 months 50-60% of total capacity backed by customer commitments Commercial manufacturing of GLP-1 semaglutide pens started Neo platform expected to be highest selling platform over next [--] years Targeting full capacity utilization by FY28 Eye applicator manufacturing starting Q4 with [--] crores potential business Next generation GLP-1"  
[X Link](https://x.com/abhayjainp/status/1957693279132090577)  2025-08-19T06:37Z [--] followers, [---] engagements


"working on something interesting - trying to create screener's ai feature but using open-source models. pretty impressed with the results so far. It has access to all the company's filings. working next to cut hallucinations and better outputs. query was "can you give me a brief about what schloss bangalore does"  
[X Link](https://x.com/abhayjainp/status/1960668374410707130)  2025-08-27T11:39Z [--] followers, [---] engagements


"we went through Q126 earnings call transcripts and compiled companies with strong growth triggers & prospects sheet contains 100+ companies along with key growth triggers in the business link below"  
[X Link](https://x.com/abhayjainp/status/1967127590709375334)  2025-09-14T07:25Z [---] followers, [----] engagements


"Global datacenter power demand is projected to nearly triple by [----] rising from 3% of global electricity demand today to around 8% source: Morgan Stanley"  
[X Link](https://x.com/abhayjainp/status/1967407338908004591)  2025-09-15T01:57Z [---] followers, [---] engagements


"India's data centre value chain : key players & role in data centres Global datacenter power demand is projected to nearly triple by [----] rising from 3% of global electricity demand today to around 8% source: Morgan Stanley https://t.co/CzKbkzvZBo Global datacenter power demand is projected to nearly triple by [----] rising from 3% of global electricity demand today to around 8% source: Morgan Stanley https://t.co/CzKbkzvZBo"  
[X Link](https://x.com/abhayjainp/status/1967411119036961149)  2025-09-15T02:12Z [---] followers, [---] engagements


"1/n Detailed thread on Astra Microwave Products: a key player in India's modern warfare Astra microwave products is a manufacturer and designer of high performance Radio frequency (RF) and microwave modules sub-systems and systems. Its products find application in defense space meteorology homeland security systems integration and unmanned ground vehicles and is steadily moving up from components/subsystems to full systems and solutions especially in radars and weather applications"  
[X Link](https://x.com/abhayjainp/status/1970403809793810729)  2025-09-23T08:24Z [---] followers, [---] engagements


"Meteorology & hydrology Meteorology ensures precision measurement in manufacturing. Meteorological devices are essential tools for collecting and analysing atmospheric data crucial for weather forecasting climate research and various industrial applications. These instruments measure temperature atmospheric pressure humidity wind speed and direction and precipitation. Common devices include hygrometers barometers thermometers anemometers and rain gauges. In sectors like aerospace defence agriculture and environment monitoring the need for accurate real-time weather data has grown"  
[X Link](https://x.com/abhayjainp/status/1970405144756920626)  2025-09-23T08:29Z [---] followers, [---] engagements


"Subsidaries & JVs Joint ventures Astra Rafael Comsys private Limited Astra Rafael Comsys private Limited is 51:49 joint venture between Astra and Rafael Defense Systems Limited Israel. Astra alone holds 50% in this venture. ARC is engaged in India in indigenous development production and integration of high-end digital communication systems which includes a wide range of technologies and products like SDR ESM and Cognitive Radio technology. key products: For FY26 management guides to INR 350+ crores revenue with PBT of 10% and an order book already INR 400plus crores with visibility to secure"  
[X Link](https://x.com/abhayjainp/status/1970405338986733665)  2025-09-23T08:30Z [---] followers, [---] engagements


"@varinder_bansal @grok key players in india's data centers value chain"  
[X Link](https://x.com/abhayjainp/status/1971162274485370966)  2025-09-25T10:38Z [---] followers, 17.8K engagements


"What goes into a humanoid robot and key players across supply chain Actuation system - The mechanisms that generate joint motion and forces to move the robot. It includes motor; servo; gearbox; harmonic drive; planetary; ball screw; reducer; belt; chain; tendon; linear actuator; hydraulic; pneumatic; motor driver Perception - Sensors and processing that capture the robots state and environment. Includes camera; stereo; RGBD/depth camera; LiDAR; IMU (accelerometer gyroscope); forcetorque; tactile; ultrasonic Control & Compute - Onboard computers/controllers that run realtime control and AI."  
[X Link](https://x.com/abhayjainp/status/1975884729166553555)  2025-10-08T11:23Z [---] followers, [---] engagements


"Global movie industry was estimated at nearly $110 billion in [----] India leads the world accounting for nearly a quarter of all movies produced in [----] But when it comes to box office collections the U.S. dominates contributing about 27% of global revenues last year. Indias share was modest at around 4% but massive in reach In terms of audience engagement India remains unmatched with an est. [---] million unique moviegoers in [----] generating a total footfall of [---] mn during the year Close to a billion impressions annually"  
[X Link](https://x.com/abhayjainp/status/1979063605313310792)  2025-10-17T05:55Z [---] followers, [---] engagements


"My notes from Acutaas chemicals 2Q26 earnings call - - 25% revenue growth guidance for FY26 with better margin profile - Large part of growth is driven by ex CDMO portfolio - margin profile for pharma segment is 28%; speciality chemicals is 11% - Joint venture in South Korea (Indichem) with KRW [--] billion investment 75% stake held - Korean JV facility manufacturing specialty chemicals for chip production commercial production by late 2026/early [----] - Strong visibility on Korean JV customer base and product mix already established - Total FY26 capex expected around [---] crore funded through"  
[X Link](https://x.com/abhayjainp/status/1979147181224612247)  2025-10-17T11:27Z [---] followers, [---] engagements


"Blockbuster 2Q26 from Manorama Industries. Sharing my notes from the earnings call : - revised annual revenue guidance for FY26 upwards from INR [----] crores to INR [----] crores - growth in H1 was driven by a superior mix of value-added products optimized utilization of expanded fractionation facilities and consistent demand from leading international clients in the chocolate confectionery and cosmetic industrial sectors. - focus on value added products has helped maintain healthy margins and strong growth - value added products contributed 70-75% of sales which includes CBE stearin and some"  
[X Link](https://x.com/abhayjainp/status/1979425133904245001)  2025-10-18T05:51Z [---] followers, [--] engagements


"@aditya_kondawar India's data centre value chain : key players & role in data centres"  
[X Link](https://x.com/abhayjainp/status/1969235491296882706)  2025-09-20T03:01Z [---] followers, [---] engagements


"New research from me on Exagen $XGN : Key player solving Autoimmune diagnostics http://abhayjain.com/dives/Exagen http://abhayjain.com/dives/Exagen"  
[X Link](https://x.com/abhayjainp/status/1978345807653847085)  2025-10-15T06:22Z [---] followers, [---] engagements


"NEW from me: Doosan Enerbility - Riding nuclear and gas turbine boom http://abhayjain.com/dives/Doosan-Enerbility http://abhayjain.com/dives/Doosan-Enerbility"  
[X Link](https://x.com/abhayjainp/status/1981339178580525243)  2025-10-23T12:37Z [---] followers, [---] engagements


"Doosan Enerbility signs deal to supply AP1000 reactor vessels and steam generators to $FRMI NEW from me: Doosan Enerbility - Riding nuclear and gas turbine boom https://t.co/ZqTGP8Emfg NEW from me: Doosan Enerbility - Riding nuclear and gas turbine boom https://t.co/ZqTGP8Emfg"  
[X Link](https://x.com/abhayjainp/status/1983488188120551863)  2025-10-29T10:56Z [---] followers, [---] engagements


"Sona BLW 2Q26 call notes - best ever quarter in terms of revenues EBITDA & PAT - In the past [--] months [--] of company's direct competitors in Europe have filed for insolvency proceedings which has resulted in an unprecedented increase in inquiries from European customers - Can win significant new orders from EU in next few quarters current challenges: - One of their main customer faces demand challenges which had a noticeable effect on EV revenue in H1 - shortages of rare earth which impacted the production of EV traction motors in 1Q - won first order to supply differential assemblies to an OEM"  
[X Link](https://x.com/abhayjainp/status/1983733344446902434)  2025-10-30T03:10Z [---] followers, [---] engagements


"Solid 3Q print from $LLY. Sharing my observations and notes from the earnings call Ex-US performance - exceptional growth for Mounjaro outside the US now launched in [--] countries including China Brazil Mexico and India. - Revenue grew over 100% in Europe 24% in Japan 22% in China and 51% in ROW. - [--] percent of ex-US revenue currently comes from people with obesity paying out of pocket US performance - U.S. revenue increased 45% in Q3 driven by strong volume growth of Zepbound and Mounjaro. - Across the entire portfolio price declined [--] percent versus the prior year though this was primarily"  
[X Link](https://x.com/abhayjainp/status/1984575059868934417)  2025-11-01T10:55Z [---] followers, [---] engagements


"Major suppliers of brain and cerebellum processors in robotics market industrial robots rely on Intel and AMD for traditional CPUs with TI and ADI leading cerebellum control via MCUs and DSPs; AMD Xilinx and NXP increasingly serve vision applications Service robots remain fragmented across Qualcomm Horizon Intel NXP Google Coral and Hailo-8 each optimizing for specific use cases (vacuum delivery warehouse). Humanoid robots: NVIDIA dominates brain processors with Jetson Orin/Thor (3-5x compute advantage vs competitors) while Intel leads cerebellum; Rockchip serves entry level Chinese models"  
[X Link](https://x.com/abhayjainp/status/1987063765930582370)  2025-11-08T07:44Z [---] followers, [---] engagements


"my notes on $STX http://abhayjain.com/dives/Seagate http://abhayjain.com/dives/Seagate"  
[X Link](https://x.com/abhayjainp/status/1988151420236030004)  2025-11-11T07:46Z [---] followers, [---] engagements


"strong 2Q26 from frontier springs: - revenue at 82.74cr grew 58.39% y/y and 9.82% q/q - H1FY26 revenue at 158.08cr grew 53.49% y/y - EBITDA at 22.07cr grew 106.53% y/y - operating margin at 26.68% up [---] bps y/y - PAT at 15.71cr grew 115.50% y/y and 6.52% q/q - reiterates revenue guidance of 375cr for 26FY and 500cr for 27FY - 6-tonne hammer capacity utilization expected to improve from 3Q26 - developing FIBA system (Failure Indication and Brake Application system) for Air Springs segment - Each coach requires [--] FIBA devices with [--] indicators - automatically applies service brake during Air"  
[X Link](https://x.com/abhayjainp/status/1988994311619506255)  2025-11-13T15:36Z [---] followers, [---] engagements


"some notes on doosan enerbility's moat in nuclear & gas turbines - doosan has over [--] years of experience producing all critical nuclear components from raw materials to final product assembly. Company till date has supplied [--] reactor vessels and [--] steam generators. Nuclear industry is highly regulated and requires significant investments to match same level of capability and trust. - Building a nuclear power plant involves a very complex supply chain with many moving parts which makes it hard for new companies to enter. - coming to gas turbines doosan has developed its own heavy duty gas"  
[X Link](https://x.com/abhayjainp/status/1991018227305230680)  2025-11-19T05:38Z [---] followers, [---] engagements


"India's Power Sector Value Chain generated with nano banana pro"  
[X Link](https://x.com/abhayjainp/status/1992560559297106270)  2025-11-23T11:47Z [---] followers, [---] engagements


"Google's TPU Supply Chain chip design/foundry: Broadcom- Critical design partner for TPUs MediaTek- Emerging design partner from [----] TSMC- Key foundry makes chips for Broadcom & Mediatek Packaging Testing & Equipment: Amkor- Advanced packaging and test for TPU modules (CoWoS/2.5D) ASE - CoWoS-S packaging for multi-die HBM integration Hanmi TOWA Tokyo Seimitsu - Hybrid bonding and advanced packaging equipment for HBM and chiplets Advantest - Testing equipment supplier Shibaura Mechatronics - COWOS equipment Memory Suppliers: Samsung - HBM supplier (historically strong for Broadcom TPUs) SK"  
[X Link](https://x.com/abhayjainp/status/1994224269681991896)  2025-11-28T01:58Z [---] followers, [---] engagements


"jamna auto: domestic cv industry is showing (early) signs of recovery especially in the MHCV segment. jamna being a dominant supplier with 62-65% market share in CV springs is a direct proxy as the growth revives. jamna manufactures critical suspension components including leaf springs parabolic leaf springs air suspensions and lift axles. company supplies to all leading domestic cv oems - tata motors ashok leyland m&m force motors and others. it has [--] manufacturing plants along with an in-house r&d centre. management is targeting [----] cr revenue over the next [--] years with new markets"  
[X Link](https://x.com/abhayjainp/status/2003347341286449303)  2025-12-23T06:10Z [---] followers, [----] engagements


"Garden Reach Shipbuilders & Engineers (GRSE) : - GRSE specializes in construction of advanced naval warships commercial vessels and specialized ships - GRSE has delivered 111+ warships and maintains strong relationships with Indian Navy and Coast Guard - strong order book of rs [---] billion provides 4-5 years of revenue visibility across segments - 25-30% YoY revenue growth guidance major contract opportunities: - broad opportunity pipeline of rs 1.7-1.8 trillion spanning domestic navy requirements coast guard vessels and commercial exports - next generation corvette contract expected to be"  
[X Link](https://x.com/abhayjainp/status/2005839186709115186)  2025-12-30T03:11Z [---] followers, [---] engagements


"desultory notes on jamna auto industries: - target revenue of [----] crores - aiming for 40% revenue share from new markets (aftermarket and exports) - backward integration into rubber components (bushes bolsters) to strengthen value chain - increasing content per vehicle through allied products and lift axles - margin expansion driven by shift towards parabolic springs and after market products - transitioning from component manufacturer to integrated suspension system supplier - new spring plant at adityapur successfully commissioned in oct '25 - indore leaf spring manufacturing facility to"  
[X Link](https://x.com/abhayjainp/status/2006312884419346860)  2025-12-31T10:34Z [---] followers, [----] engagements


"strong volume growth from commercial vehicle OEMs for december tata motors: "Going forward we expect demand to strengthen in Q4FY26 across most commercial vehicle segments. Key drivers in [----] will include the government's sustained infrastructure push and expansion in end-use sectors both of which are expected to fuel positive momentum for the industry." mahindra: "The CV industry continued its momentum in December across all segments supported by favourable policy changes and supportive demand drivers. With the industry showing early signs of an upcycle we expect further acceleration in Q4""  
[X Link](https://x.com/abhayjainp/status/2006669682439577785)  2026-01-01T10:11Z [---] followers, [---] engagements


"sansera engineering: forging beyond ICE Wrote a deep-dive exploring their xEV pivot aerospace expansion and whether the thesis holds. http://financepulse.ai/deep-dives/sansera-engineering/ adding sansera engineering (SANSERA) to my tracking list. notes from @soicfinance's recent video covering the business: - precision engineering company manufacturing critical metal components for automotive and non-automotive sectors - operates as tier [--] and tier [--] supplier to http://financepulse.ai/deep-dives/sansera-engineering/ adding sansera engineering (SANSERA) to my tracking list. notes from"  
[X Link](https://x.com/abhayjainp/status/2007668796908286426)  2026-01-04T04:21Z [---] followers, [---] engagements


"most AI tools for finance are either slop or not particularly helpful so i spent the weekend building something that might actually be useful: growth triggers how it works: for every listed Indian company above 1000cr mcap the system reads through the last [--] earnings calls investor presentations annual report and recent announcements and then extracts growth triggers. ai agent auto updates the trigger list as companies release new information makes screening stocks substantially faster. results have been satisfactory so far. Built the whole thing in about an hour using claude code 😅"  
[X Link](https://x.com/abhayjainp/status/2007796308955054095)  2026-01-04T12:48Z [---] followers, [---] engagements


"notes on Sai Life Sciences excerpted from my piece published last week: - revenue CAGR guidance of 15-20% over next 3-5 year - targeting 28-30% ebitda margins in next [--] to [--] years driven by op. leverage - scaling manufacturing capacity from [---] kl to [----] kl by end of FY27 - adding two new production blocks by 2H27 to support future growth - new process r&d block construction to nearly double capabilities - discovery space expansion of 30% expected by end of FY26 - late-stage pipeline rose to [--] molecules (from 6) with two Phase-III read outs positive - entry into animal health segment with"  
[X Link](https://x.com/abhayjainp/status/2008042801251172854)  2026-01-05T05:08Z [---] followers, [---] engagements


"read the full deep dive here: http://financepulse.ai/deep-dives/sai-life-sciences/ http://financepulse.ai/deep-dives/sai-life-sciences/"  
[X Link](https://x.com/abhayjainp/status/2008042913746563411)  2026-01-05T05:08Z [---] followers, [---] engagements


"tried claude code for bull/base/bear scenario modeling for companies created a skill fed it financials + company's data and it spat out a full valuation analysis. Acutaas Chemicals as reference 👇 It's actually pretty great Not taking wild assumptions and at least better for quick scanning of companies. disclaimer: not investment advice https://twitter.com/i/web/status/2008098480338989354 https://twitter.com/i/web/status/2008098480338989354"  
[X Link](https://x.com/abhayjainp/status/2008098480338989354)  2026-01-05T08:49Z [---] followers, [----] engagements


"nvidia chooses hesai for lidar sensors in hyperion autonomous driving platform $HSAI sharing my notes on $HSAI - 60-70% market share in global robotaxi LiDAR market - Achieved 100% LiDAR adoption across all [----] models for top two ADAS customers - Select Zeekr flagship models now featuring Hesai LiDAR as standard - Multi-LiDAR vehicles launching in [----] with https://t.co/4Ext5MIsgU sharing my notes on $HSAI - 60-70% market share in global robotaxi LiDAR market - Achieved 100% LiDAR adoption across all [----] models for top two ADAS customers - Select Zeekr flagship models now featuring Hesai"  
[X Link](https://x.com/abhayjainp/status/2008534013640835233)  2026-01-06T13:40Z [---] followers, [---] engagements


"takeaway from $BESI 4Q25 order update - BESIs 4Q25 orders reached [---] million up 43% QoQ and 105% YoY - Cumulative orders for 2H25 reached [---] million up 63% versus 1H25 - The strong order volume was due to widespread growth in demand for 2.5D integration from Asian OSAT companies. - Key photonics customers' equipment purchases to expand capacity also contributed to the increase. - Additionally hybrid bonding orders also contributed to the increase. BESI stated that it expects 4Q25 revenue gm and opex to be at the favorable end of its guidance range. $AMKR $KLIC $BESI on my watchlist. $AMKR"  
[X Link](https://x.com/abhayjainp/status/2010645382192316677)  2026-01-12T09:29Z [---] followers, [---] engagements


"started tracking Entero Healthcare. - strategy to grow organic business at 1.5x to 2x of indian pharma market rate - targeting revenue growth of 30% for full year FY26 - aiming for ebitda margins exceeding 4% in FY26 - operating cash flow guidance of [---] crore - working capital days expected to reduce to [--] days by year end - new acquisitions projected to improve EBITDA margins by [--] to [--] bps - capitalizing on high growth opportunities in glp-1 drugs and trade generics - expansion plan includes closing [--] acquisitions with [----] crore revenue potential in '26 cash flows remain a key variable"  
[X Link](https://x.com/abhayjainp/status/2010699773364539679)  2026-01-12T13:05Z [---] followers, [---] engagements


"hyperscaler capex looks set to exceed $500b by [----]. every major player is guiding to y/y increases. capital intensity rising into [----]. no signs of anyone slowing down. we've never seen a cycle like this. not even during dotcom bubble"  
[X Link](https://x.com/abhayjainp/status/2010943701003158001)  2026-01-13T05:15Z [---] followers, [--] engagements


"hyperscaler capex looks set to exceed $500b by [----]. every major player is guiding to y/y increases. capital intensity rising into [----]. no signs of anyone slowing down. we've never seen a cycle like this. not even during dotcom bubble"  
[X Link](https://x.com/abhayjainp/status/2011051919981379710)  2026-01-13T12:25Z [---] followers, [---] engagements


"Interarch Building Solutions - capacity expanded to [------] MTPA with commissioning of AP phase [--] and Kichha lines - guidance to cross [----] crore revenue in FY26-27 - long term target to reach 2400-2500 crore revenue by FY28 - entering heavy steel structures vertical for power steel and infrastructure sectors - constructing new greenfield plant in Gujarat to serve western markets - targeting double digit EBITDA margins via operating leverage and internal efficiencies - strategic partnership with JSPL for multi story buildings and heavy structures - collaboration with Mold-Tek Technologies to"  
[X Link](https://x.com/abhayjainp/status/2011422557044720113)  2026-01-14T12:58Z [---] followers, [---] engagements


"$HSAI 50% up since 👇 sharing my notes on $HSAI - 60-70% market share in global robotaxi LiDAR market - Achieved 100% LiDAR adoption across all [----] models for top two ADAS customers - Select Zeekr flagship models now featuring Hesai LiDAR as standard - Multi-LiDAR vehicles launching in [----] with https://t.co/4Ext5MIsgU sharing my notes on $HSAI - 60-70% market share in global robotaxi LiDAR market - Achieved 100% LiDAR adoption across all [----] models for top two ADAS customers - Select Zeekr flagship models now featuring Hesai LiDAR as standard - Multi-LiDAR vehicles launching in [----] with"  
[X Link](https://x.com/abhayjainp/status/2011849120634606079)  2026-01-15T17:13Z [---] followers, [---] engagements


"sansera engineering - high growth potential in ADS segment with strong order book (high value high margin) - diversification from legacy ICE business into high margin non auto components - [--] years+ relationship with major automakers like bajaj honda yamaha and maruti. - market leader in connecting rods rocker arms gear shifters - 50% of new orders from non legacy ICE business - optionality in advanced radars tech given thier investment in MMRFIC - direct supply contracts from airbus in aerospace segment focus on aircraft engine castings & structures - long term LoL with a WFE manufacturer in"  
[X Link](https://x.com/abhayjainp/status/2012048795652219134)  2026-01-16T06:26Z [---] followers, [--] engagements


"sansera engineering - high growth potential in ADS segment with strong order book (high value high margin) - diversification from legacy ICE business into high margin non auto components - [--] years+ relationship with major automakers like bajaj honda yamaha and maruti. - market leader in connecting rods rocker arms gear shifters - 50% of new orders from non legacy ICE business - optionality in advanced radars tech given their investment in MMRFIC - direct supply contracts from airbus in aerospace segment focus on aircraft engine castings & structures - long term LoL with a WFE manufacturer in"  
[X Link](https://x.com/abhayjainp/status/2012052162847916382)  2026-01-16T06:39Z [---] followers, [---] engagements


"Efficacy and Safety Comparison of Selected GLP-1 Therapies for Weight Loss Zepbound ( $LLY) shows the strongest efficacy and safety; while Orforglipron delivers lower weight loss but a generally more favorable A/E profile than oral Wegovy ( $NVO) source- bernstein"  
[X Link](https://x.com/abhayjainp/status/2012748945114738735)  2026-01-18T04:48Z [---] followers, [----] engagements


"how i scan stocks lately i recently watched a video by @soicfinance on how to identify key growth triggers in a business so i used ai agents to find growth triggers in businesses along with key catalysts makes me easier to scan companies and easy to find growth catalysts"  
[X Link](https://x.com/abhayjainp/status/2012864317994029566)  2026-01-18T12:27Z [---] followers, [----] engagements


"@soicfinance covers more than [----] companies triggers gets updated every quarter post results: http://airtable.com/appzNlTKZUElm9rha/shrZbtX139h8Z5TXI http://airtable.com/appzNlTKZUElm9rha/shrZbtX139h8Z5TXI"  
[X Link](https://x.com/abhayjainp/status/2012865521276908002)  2026-01-18T12:31Z [---] followers, [---] engagements


"@stockscansin sort and filter by RS rating ✍"  
[X Link](https://x.com/abhayjainp/status/2013115340935639261)  2026-01-19T05:04Z [---] followers, [---] engagements


"New feature dropping tomorrow Filter and scan companies based on their future growth guidance👇 Introducing Growth triggers many investors struggle with the same problem: quickly screening businesses and identifying real growth drivers. To solve this I built Growth triggers Growth triggers covers db of 1000+ Indian companies. For each company you get a clear business https://t.co/KGxBrrfPRz Introducing Growth triggers many investors struggle with the same problem: quickly screening businesses and identifying real growth drivers. To solve this I built Growth triggers Growth triggers covers db"  
[X Link](https://x.com/abhayjainp/status/2013570460664111188)  2026-01-20T11:13Z [---] followers, [---] engagements


"Sharing a few more examples of the quality of outputs. [--]. Shriram Finance [--]. Belrise Industries [--]. Titan [--]. Dynamatic Technologies Coming next: - growth guidance column (tomorrow) - stage analysis (by month end) Introducing Growth triggers many investors struggle with the same problem: quickly screening businesses and identifying real growth drivers. To solve this I built Growth triggers Growth triggers covers db of 1000+ Indian companies. For each company you get a clear business https://t.co/KGxBrrfPRz Introducing Growth triggers many investors struggle with the same problem: quickly"  
[X Link](https://x.com/abhayjainp/status/2013638170324410634)  2026-01-20T15:42Z [---] followers, [----] engagements


"New feature alert Filter companies by future growth guidance. Video shows how to screen for 20%+ growth guidance in seconds Currently in beta & improving already highly reliable. It will only get better from here 😃 get access here: http://rzp.io/rzp/growth-triggers Introducing Growth triggers many investors struggle with the same problem: quickly screening businesses and identifying real growth drivers. To solve this I built Growth triggers Growth triggers covers db of 1000+ Indian companies. For each company you get a clear business https://t.co/KGxBrrfPRz http://rzp.io/rzp/growth-triggers"  
[X Link](https://x.com/abhayjainp/status/2013820278208385318)  2026-01-21T03:45Z [---] followers, [----] engagements


"out of [----] companies i track [--] are guiding for 20-30% revenue growth while trading at 30x earnings [--] companies with 30-50% growth while trading at 30x earnings some very interesting names show up here"  
[X Link](https://x.com/abhayjainp/status/2013847321037910016)  2026-01-21T05:33Z [---] followers, [--] engagements


"Changelog: - added current stage analysis (many requests for this) - made business overviews more concise (250 words but still detailed for quick understanding) enhanced growth catalysts to reduce false positives made growth guidance more robust to avoid hallucinations hearing very good feedback on the growth triggers section as it covers the top 5% of what actually matters for company. next: include companies without earnings call and then SME companies over time. only negative feedback so far is the horrible product name which I agree with 😅 New feature alert Filter companies by future"  
[X Link](https://x.com/abhayjainp/status/2014187271591972972)  2026-01-22T04:04Z [---] followers, [---] engagements


"My stock screening workflow lately: Scan companies from my pre built scans using stockscans then read deeper on them using growth Triggers"  
[X Link](https://x.com/abhayjainp/status/2014197270732734543)  2026-01-22T04:43Z [---] followers, [---] engagements


"CV registration trend across segments and key OEMs until [--] jan [----]. upcycle continues. tracking SML Mahindra in OEM space still need to do more homework on it. source: nomura my notes on jamna auto industries - positioned for the CV upcycle https://t.co/7M7oJFe7IE my notes on jamna auto industries - positioned for the CV upcycle https://t.co/7M7oJFe7IE"  
[X Link](https://x.com/abhayjainp/status/2014304771524686133)  2026-01-22T11:50Z [---] followers, [---] engagements


"I think its consensus now how good claude code is for coding tasks I wanted to test how far it could go for equity research so I set up a few agents and tied them together to create a research report on $HSAI Honestly Im blown away🤯 It ran autonomously for close to an hour without errors & produced a detailed [--] page report Full report below to download https://twitter.com/i/web/status/2014371932268015737 https://twitter.com/i/web/status/2014371932268015737"  
[X Link](https://x.com/abhayjainp/status/2014371932268015737)  2026-01-22T16:17Z [---] followers, [---] engagements


"Link to download: http://drive.google.com/file/d/1Z4aa_cl4wS6qM-q34QSshlT6KZvxi6Wg/viewusp=sharing http://drive.google.com/file/d/1Z4aa_cl4wS6qM-q34QSshlT6KZvxi6Wg/viewusp=sharing"  
[X Link](https://x.com/abhayjainp/status/2014372203513671805)  2026-01-22T16:18Z [---] followers, [---] engagements


"ujjivan small finance bank data from http://financepulse.ai/growth-triggers ujjivan small finance bank - small finance bank serving mass market and unbanked segments across india - historically dominant in microfinance group loans but actively diversifying into secured assets - product portfolio includes affordable housing msme vehicle finance gold https://t.co/mKgwVjlJDo http://financepulse.ai/growth-triggers ujjivan small finance bank - small finance bank serving mass market and unbanked segments across india - historically dominant in microfinance group loans but actively diversifying into"  
[X Link](https://x.com/abhayjainp/status/2014554671894167586)  2026-01-23T04:23Z [---] followers, [---] engagements


"includes: KPIs growth guidance outlook risks key Q&A points http://financepulse.ai/earnings-summary/ http://financepulse.ai/earnings-summary/"  
[X Link](https://x.com/abhayjainp/status/2014636738854207677)  2026-01-23T09:50Z [---] followers, [---] engagements


"my experiments with claude code have been amazing so far for equity research example analysis on $HSAI using Opus [---]. it ran for [--] minutes straight and produced a detailed [--] page report which is quite impressive Been playing with CC and built a small buyside analyst agent honestly not too shabby for intern-level like desktop-research in framing the initial debate. A 2-3k word report costs about $1 per run if on Gemini Flash Light or 4o-mini; cost goes up to about 8-10 bucks using Pro https://t.co/D84IxWq6iv Been playing with CC and built a small buyside analyst agent honestly not too"  
[X Link](https://x.com/abhayjainp/status/2015047978214687177)  2026-01-24T13:04Z [---] followers, [---] engagements


"Recording a quick demo since many have asked how to group companies by industry. This makes it easier to get a birds eye view of whats happening in each industry and which players are outperforming. Introducing Growth triggers many investors struggle with the same problem: quickly screening businesses and identifying real growth drivers. To solve this I built Growth triggers Growth triggers covers db of 1000+ Indian companies. For each company you get a clear business https://t.co/KGxBrrfPRz Introducing Growth triggers many investors struggle with the same problem: quickly screening"  
[X Link](https://x.com/abhayjainp/status/2015286606027239861)  2026-01-25T04:52Z [---] followers, [---] engagements


"check it out here: http://financepulse.ai/growth-triggers http://financepulse.ai/growth-triggers"  
[X Link](https://x.com/abhayjainp/status/2015288155994567150)  2026-01-25T04:58Z [---] followers, [---] engagements


"what's new in Growth Triggers: - added filter by market cap - included key risks for each company crisp 4-5 points recorded a longer demo this time showing some ways i use this tool myself. Using this tool has been an incredible time saver for me personally. since the tool has been live for [--] hours i'd love to hear your feedback Happy Republic Day Everyone https://twitter.com/i/web/status/2015694815246385506 https://twitter.com/i/web/status/2015694815246385506"  
[X Link](https://x.com/abhayjainp/status/2015694815246385506)  2026-01-26T07:54Z [---] followers, [---] engagements


"some takeaways from jp morgan's note on global memory market - NAND TAM growth is expected to accelerate over the next three years from its long term sub 10% average - Surging eSSD demand is shifting NAND TAM growth closer to 30% - NAND offers stronger bit productivity gains and cost reductions than DRAM as layers scale but weak margins in recent years have kept CAPEX conservative - NAND unit economics are clearly improving with revenue per Kwfpm expected to rise from $55K in [----] to $102K - this improvement is largely driven by rising eSSD consumption for AI inference positioning NAND as an"  
[X Link](https://x.com/abhayjainp/status/2015773384672673813)  2026-01-26T13:06Z [---] followers, [---] engagements


"@thechartist26 India is currently only underperforming market in the APAC region"  
[X Link](https://x.com/abhayjainp/status/2016347587495010558)  2026-01-28T03:08Z [---] followers, [---] engagements


"Great note by Bernstein on EU-India deal. "Mother of all deals" but for whom" "The EU-India deal suffers from a structural asymmetry: Indias exports already face 3% tariffs while EU exports face 14%. That means India has far more to concede than to gain - a recurring problem in deals with Western economies." https://twitter.com/i/web/status/2016401564731080827 https://twitter.com/i/web/status/2016401564731080827"  
[X Link](https://x.com/abhayjainp/status/2016401564731080827)  2026-01-28T06:42Z [---] followers, [---] engagements


"Introducing Growth triggers many investors struggle with the same problem: quickly screening businesses and identifying real growth drivers. To solve this I built Growth triggers Growth triggers covers db of 1000+ Indian companies. For each company you get a clear business overview key growth catalysts and RS rating to gauge relative strength. idea is simple: filter and scan quality companies faster. Launch price [---] for [--] hours. [---] thereafter. Lifetime access included. get access here: http://rzp.io/rzp/growth-triggers http://rzp.io/rzp/growth-triggers"  
[X Link](https://x.com/abhayjainp/status/2013461625949524159)  2026-01-20T04:00Z [---] followers, 10.5K engagements


"I strongly believe this is the most useful & valuable product for any investor (i use it myself daily for past [--] months & can confirm its useful) Here are some example outputs: [--]. lumax industries [--]. Shriram Finance [--]. Laurus Labs [--]. Sansera Engineering"  
[X Link](https://x.com/abhayjainp/status/2013462465162653903)  2026-01-20T04:03Z [---] followers, [----] engagements


"You can also filter stocks from particular industry. NOTE: Database has companies over 1000cr mcap and does earnings call regularly. access the database: http://rzp.io/rzp/growth-triggers http://rzp.io/rzp/growth-triggers"  
[X Link](https://x.com/abhayjainp/status/2013463128856826011)  2026-01-20T04:06Z [---] followers, [----] engagements


"Introducing Finance pulse: earnings call tool Hot take: most AI earnings call summaries tools are useless. If a [--] page transcript becomes a [--] page summary it's worthless. i took the opposite direction. Concise summaries that capture top 20% of what matters. It's free and updates daily. Link Below https://twitter.com/i/web/status/2014636595278971379 https://twitter.com/i/web/status/2014636595278971379"  
[X Link](https://x.com/abhayjainp/status/2014636595278971379)  2026-01-23T09:49Z [---] followers, [----] engagements


"some notes i had on $ASML (invested): - HBM4/4E generation starting in [----] brings new euv tool demand - memory makers adopting DRAM 1c node which requires more EUV layers - n3 capacity expansion to meet strong AI chip demand from TSMC ( n3 capacity target raised to [---] kwpm) - potential for further N3 capacity expansion phases (P10-P12) in [----] by TSMC - Micron moving from zero EUV layers to [--] layers for 1c node to improve performance bullish on other semicap players/subsystems players too. https://twitter.com/i/web/status/2016413752854511979"  
[X Link](https://x.com/abhayjainp/status/2016413752854511979)  2026-01-28T07:31Z [---] followers, [---] engagements


"Blockbuster 3Q26 from acutaas chemicals (ami organics) one of the first businesses I started tracking in the markets been a wonderful ride so far. disclaimer - invested One pager on Acutaas Chemicals https://t.co/1xPVhAuwrN One pager on Acutaas Chemicals https://t.co/1xPVhAuwrN"  
[X Link](https://x.com/abhayjainp/status/2016446520355361253)  2026-01-28T09:41Z [---] followers, [----] engagements


"- growth driven by ramp up in CDMO business - revenue guidance revised from 25% to 30% for FY26 - EBITDA margin for the quarter was at 38.3%"  
[X Link](https://x.com/abhayjainp/status/2016448528395235510)  2026-01-28T09:49Z [---] followers, [---] engagements


"takeaways from acutaas chemicals 3Q26 call - revised revenue guidance upwards to 30% for FY26 - upgraded full year ebitda margin guidance to 32-35% - targeting [----] crores cdmo revenue by FY28 - four validated cdmo products to contribute starting FY27 - battery chemicals business ramping up significantly from 1Q27 - secured orders for vc and fec providing fy27 visibility - two new battery chemical products contributing from mid fy27 - semiconductor jv plant commissioning by end of [----] - semiconductor segment targeting 1x asset turnover and high margins - maintained long term growth guidance"  
[X Link](https://x.com/abhayjainp/status/2016759631968866781)  2026-01-29T06:25Z [---] followers, [---] engagements


"MTAR Tech 3Q26 - Revenue at [---] cr up 59% y/y and 105% q/q - EBITDA [--] cr with margin at 23% - PAT at [----] cr (+117% y/y) order book stands at [----] cr as of Dec25. Strong order inflows of [----] cr during the quarter across clean energy aerospace & defence. disc: tracking position. https://twitter.com/i/web/status/2017090970639355926 https://twitter.com/i/web/status/2017090970639355926"  
[X Link](https://x.com/abhayjainp/status/2017090970639355926)  2026-01-30T04:22Z [---] followers, [---] engagements


"key triggers for MTAR tech data from http://financepulse.ai/growth-triggers/ http://financepulse.ai/growth-triggers/"  
[X Link](https://x.com/abhayjainp/status/2017124567198945710)  2026-01-30T06:35Z [---] followers, [--] engagements


"@ishmohit1 check fabrinet & $GLW too"  
[X Link](https://x.com/abhayjainp/status/2017241039892029916)  2026-01-30T14:18Z [---] followers, [--] engagements


"Garden Reach Shipbuilders & Engineers (GRSE) : - GRSE specializes in construction of advanced naval warships commercial vessels and specialized ships - GRSE has delivered 111+ warships and maintains strong relationships with Indian Navy and Coast Guard - strong order book of rs [---] billion provides 4-5 years of revenue visibility across segments - 25-30% YoY revenue growth guidance major contract opportunities: - broad opportunity pipeline of rs 1.7-1.8 trillion spanning domestic navy requirements coast guard vessels and commercial exports - next generation corvette contract expected to be"  
[X Link](https://x.com/abhayjainp/status/2017560503615426812)  2026-01-31T11:28Z [---] followers, [---] engagements


"$AMKR $KLIC $BESI on my watchlist. advanced packaging is really the most significant bottleneck this year. advanced packaging is really the most significant bottleneck this year"  
[X Link](https://x.com/abhayjainp/status/2007320281912926526)  2026-01-03T05:17Z [---] followers, [----] engagements


"@soicfinance out of [----] companies I track [--] are guiding for 20-30% revenue growth while trading below 30x earnings. Unsurprisingly most names with 15x PE are guiding for 10% or lower growth"  
[X Link](https://x.com/abhayjainp/status/2014985395810009297)  2026-01-24T08:55Z [---] followers, [---] engagements


"MTAR Tech 3Q26 call takeaways: - highest quarterly revenue achieved this q/q and confident of sustaining this growth momentum - highest order inflows this q/q in fuel cells and nuclear - closing order book as of Q3 at [----] cr - in the fuel cells vertical company received orders worth [----] crores during the first [--] months of which approximately INR [---] crores was secured in Q3 - exponential growth expected in fuel cells and aerospace vertical - demand for onsite power generation has led to rapid growth in solid oxide fuel cells - strong growth from $BE which MTAR acts as a proxy $BE is"  
[X Link](https://x.com/abhayjainp/status/2017817173570556299)  2026-02-01T04:27Z [---] followers, [---] engagements

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