# ![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::100281231.png) @raghavwadhwa Raghav Wadhwa

Raghav Wadhwa is associated with Quant Mutual Fund. Recently, Quant Mutual Fund's hybrid long-short fund, managed by Mr. Sandeep Tandon, has been in the news. The fund dynamically manages long, short, and debt exposures using Quant's proprietary VLRT framework to generate consistent risk-adjusted returns.

### Engagements: [-----] [#](/creator/twitter::100281231/interactions)
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- [--] Year [----------] -56%

### Mentions: [--] [#](/creator/twitter::100281231/posts_active)
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### Followers: [-------] [#](/creator/twitter::100281231/followers)
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- [--] Week [-------] +0.04%
- [--] Month [-------] +0.65%
- [--] Months [-------] +3.30%
- [--] Year [-------] +7.90%

### CreatorRank: [-------] [#](/creator/twitter::100281231/influencer_rank)
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### Social Influence

**Social category influence**
[countries](/list/countries)  30.25% [finance](/list/finance)  28.57% [stocks](/list/stocks)  9.24% [technology brands](/list/technology-brands)  5.88% [automotive brands](/list/automotive-brands)  2.52% [exchanges](/list/exchanges)  0.84% [gaming](/list/gaming)  0.84% [products](/list/products)  0.84% [currencies](/list/currencies)  0.84% [agencies](/list/agencies)  0.84%

**Social topic influence**
[india](/topic/india) 29.41%, [top 10](/topic/top-10) #1905, [bank of](/topic/bank-of) #261, [market cap](/topic/market-cap) #193, [state bank of india](/topic/state-bank-of-india) #21, [bank](/topic/bank) #366, [finance](/topic/finance) 4.2%, [investment](/topic/investment) 4.2%, [stocks](/topic/stocks) #4258, [insurance](/topic/insurance) 3.36%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@san222sandeep](/creator/undefined) [@dhyeynaik_30](/creator/undefined) [@tej07inder](/creator/undefined) [@airtelindia](/creator/undefined) [@airtelpresence](/creator/undefined) [@jiocare](/creator/undefined) [@jariwala_rajan](/creator/undefined) [@stockskibaat](/creator/undefined) [@nagendr69223501](/creator/undefined) [@ntrajith_fc](/creator/undefined) [@sanniku79871012](/creator/undefined) [@padmakumarpatil](/creator/undefined) [@nakularora1984](/creator/undefined) [@sujit21446670](/creator/undefined) [@hariniv2505](/creator/undefined) [@gururaj_as](/creator/undefined) [@amartweeets](/creator/undefined) [@shiva_1111_](/creator/undefined) [@galaxyai__](/creator/undefined)

**Top assets mentioned**
[Bloom Energy Corporation (BE)](/topic/$be) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Three flexi-cap funds that managed to deliver [--] to 20% returns 1HDFC Flexi Cap Fund: 🔸Five-year return: 21.59% 🔸AUM: [--------] crore 🔸Expense ratio: 0.65% 🔸NAV: [-------] 🔸Sharpe Ratio: [----] 🔸Standard Deviation: 10.29"  
[X Link](https://x.com/raghavwadhwa/status/2021861572340334667)  2026-02-12T08:18Z 100.5K followers, [---] engagements


"The Aerospace Entry Barrier (Why existing players have a 10-year moat) Why this might be one of the most defensible Industries for early movers: 👇 THE TIMELINE: Year 0-2: Plant Setup - Capex: 100-500 crores - Land equipment clean rooms - Layout per aerospace standards - Utility infrastructure Year 2-3: Certifications - AS9100 (Aerospace Quality Management): 6-8 months - NADCAP (Special Processes): 8-10 months - Multiple audits documentation process validation - No shortcuts possible Year 2-4: Customer Qualification - First Article Inspection (FAI) - Sample part submission - OEM testing &"  
[X Link](https://x.com/raghavwadhwa/status/2020791703041724558)  2026-02-09T09:27Z 100.5K followers, 22.7K engagements


"💰Companies with Revenue Growth Guidance Above 20% 🔹Avalon Technologies: 28%30% for FY26 🔹Syrma SGS Technology: 30% for FY26 🔹PG Electroplast: Approx 20% for FY26 🔹Quality Power Electrical Equipments: [---] to [---] for FY26 🔹AXISCADES Technologies: Targeting [----] cr revenue by [----] 🔹Interarch Building Solutions Ltd: Earlier target [--------] cr; now expects [----] cr. 🔹Zen Technologies: 50% for next [--] years 🔹TD Power Systems: 40% for FY26 🔹Skipper: [--] to 25% for FY26 🔹Stallion India Fluorochemicals: 3035% CAGR over next three years 🔹MTAR Technologies: 3035% for FY26 & 50% for FY27"  
[X Link](https://x.com/raghavwadhwa/status/2021127064481563050)  2026-02-10T07:40Z 100.5K followers, 35.1K engagements


"Concentration: 🔸No. of Stocks: [---] 🔸Avg. Market Cap: [---------] Cr 🔸Top [--] Stocks: 48.10% 🔸Top [--] Stocks: 28.49% 🔸Top [--] Sectors: 47.90%"  
[X Link](https://x.com/raghavwadhwa/status/2021861589130129435)  2026-02-12T08:19Z 100.6K followers, [---] engagements


"Manufacturing Build-out 🔹 Tata Electronics setting up a semiconductor fabrication plant in Gujarat with strong central and state support. 🔹 Micron Technology establishing an ATMP (Assembly Testing Marking & Packaging) facility in Sanand Gujarat. 🔹 CG Power and Industrial Solutions received government approval for a semiconductor assembly and testing unit under the India Semiconductor Mission. 🔹 Kaynes Technology approved for an OSAT/ATMP facility strengthening Indias backend semiconductor ecosystem. https://twitter.com/i/web/status/2021497835783344627"  
[X Link](https://x.com/raghavwadhwa/status/2021497835783344627)  2026-02-11T08:13Z 100.5K followers, [----] engagements


"Top [--] stock holdings: 🔸HDFC Bank Ltd: 6.94% 🔸Reliance Industries Ltd: 3.43% 🔸ICICI Bank Ltd: 3.23% 🔸Larsen & Toubro Ltd: 3.16% 🔸State Bank of India: 2.91% 🔸Infosys Ltd: 2.75% 🔸Bharti Airtel Ltd: 2.53% 🔸NTPC Ltd: 2.33% 🔸Clearing Corporation of India Ltd: 2.08% 🔸Mahindra & Mahindra Ltd: 2.06% https://twitter.com/i/web/status/2021861594108502443 https://twitter.com/i/web/status/2021861594108502443"  
[X Link](https://x.com/raghavwadhwa/status/2021861594108502443)  2026-02-12T08:19Z 100.5K followers, [---] engagements


"⚡Andhra Petrochemicals Ltd. Co's manufactures and sells Oxo alcohols including ethyl hexanol normal butanol & iso butanol. 🔷Monopoly: 100.0% market share in Oxo Alcohol. 🔷 M Cap: [---] Cr"  
[X Link](https://x.com/raghavwadhwa/status/1705878300650766452)  2023-09-24T09:34Z 100.5K followers, 15.5K engagements


"🔶Key Players: 🔹Aurobindo Pharma 🔹Windlas Biotech 🔹Gland Pharma 🔹Glenmark Life Sciences 🔹Syngene International 🔹Divis Laboratories 🔹Jubilant Pharmova"  
[X Link](https://x.com/raghavwadhwa/status/1912826932804141546)  2025-04-17T11:14Z 100.5K followers, [----] engagements


"🔶TARIL: 🔹Powergrid NTPC TATA Power Torrent Power Siemens Energy Bluestar Hindustan Zinc JSW Getco etc"  
[X Link](https://x.com/raghavwadhwa/status/1940719381522403484)  2025-07-03T10:28Z 100.5K followers, [----] engagements


"🔶GVT&D: 🔹NTPC Adani Transmission Hindalco TATAPower BHEL Indigrid Amazon Powergrid NHPC Reliance Industries JSW Steel etc"  
[X Link](https://x.com/raghavwadhwa/status/1940719384194175042)  2025-07-03T10:28Z 100.5K followers, [----] engagements


"✍Guidance & Outlook: 🔷POCL: 🔸 Volume Growth Target: 15% YoY across Lead and Copper segments 🔸Revenue Growth: Aiming for 20%+ CAGR in the coming years 🔸EBITDA Margin Goal: Sustainably exceed 8% 🔸ROCE Target: Maintain Return on Capital Employed above 20% 🔸Value-Added Product Focus: Generate 60%+ of revenue from value-added products"  
[X Link](https://x.com/raghavwadhwa/status/1948310837141385630)  2025-07-24T09:14Z 100.5K followers, [----] engagements


"🔹CG Power is collaborating with Japans Renesas Electronics and Stars Microelectronics to build an assembly testing and packaging (ATMP/OSAT) facility for chips used in automotive consumer and telecom markets"  
[X Link](https://x.com/raghavwadhwa/status/1961370892585615867)  2025-08-29T10:10Z 100.6K followers, [----] engagements


"🪔Diwali Picks By Top Brokerage Houses 🪔 🪔50+ Diwali Picks A Thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1980172552921391603)  2025-10-20T07:21Z 100.5K followers, 21.8K engagements


"11Top Recent Additions to the Invesco India Flexi Cap Fund Portfolio 🔹Eternal Ltd 🔹InterGlobe Aviation Ltd 🔹Cholamandalam Investment & Finance Co. Ltd 🔹Max Healthcare Institute Ltd 🔹Sai Life Sciences Ltd 🔹Bajaj Finance Ltd 🔹HDFC Asset Management Co. Ltd 🔹Coforge Ltd 🔹Maruti Suzuki India Ltd 🔹Hexaware Technologies Ltd 🔹Swiggy Ltd https://twitter.com/i/web/status/1986026254513123532 https://twitter.com/i/web/status/1986026254513123532"  
[X Link](https://x.com/raghavwadhwa/status/1986026254513123532)  2025-11-05T11:02Z 100.6K followers, [----] engagements


"✍Some key listed players are likely to benefit: 🔹Reliance Industries 🔹Adani Power 🔹Tata Power 🔹JSW Energy 🔹Jindal Steel & Power 🔹Azad Engineering Ltd 🔹Hindalco Industries 🔹Larsen & Toubro 🔹BHEL 🔹Kilburn Engineering Ltd 🔹Bharat Heavy Electricals Ltd 🔹NTPC Ltd 🔹Walchandnagar Industries 🔹Hindustan Construction Company 🔹Power Mech Projects 🔹MTAR Technologies https://twitter.com/i/web/status/1994359343391879224 https://twitter.com/i/web/status/1994359343391879224"  
[X Link](https://x.com/raghavwadhwa/status/1994359343391879224)  2025-11-28T10:54Z 100.5K followers, [----] engagements


"🔹HCL Technologies Ltd 🔹Reliance Industries Ltd 🔹Multi-Commodity Exchange Of India Ltd 🔹EID-Parry (India) Ltd 🔹Bajaj Finance Ltd"  
[X Link](https://x.com/raghavwadhwa/status/1995790504357687672)  2025-12-02T09:41Z 100.5K followers, [----] engagements


"🔟Top Recent Additions to the Helios Flexi Cap Funds Portfolio: 🔹ICICI Bank Ltd 🔹One [--] Communications Ltd 🔹Bharti Airtel Ltd 🔹Hindustan Petroleum Corporation Ltd 🔹Bharat Electronics Ltd 🔹Cartrade Tech Ltd"  
[X Link](https://x.com/raghavwadhwa/status/1995790506874601766)  2025-12-02T09:41Z 100.6K followers, [----] engagements


"✍Clientele: 🔶ASM Technologies: 🔹ASM Technologies works with global semiconductor equipment makers and high-tech firms in automotive aerospace defense and industrial automation providing engineering services R&D and prototyping solutions"  
[X Link](https://x.com/raghavwadhwa/status/2002356233978912791)  2025-12-20T12:31Z 100.6K followers, [---] engagements


"🔶MosChip Technologies: 🔹MosChip serves clients including CDAC Samsung TSMC Tenstorrent Renesas and Lattice Semiconductor delivering ASIC design embedded systems and AI/ML solutions across IoT automotive and cloud sectors"  
[X Link](https://x.com/raghavwadhwa/status/2002356237220888691)  2025-12-20T12:31Z 100.6K followers, [----] engagements


"🔸Senores Pharmaceuticals Ltd 🔸Innova Captab Ltd 🔸Zydus Lifesciences 🔸Lupin 🔸Abbott India 🔸Glenmark Life Sciences 🔸Aarti Pharmalabs 🔸Windlas Biotech 🔸Sun Pharmaceutical Industries 🔸IPCA Laboratories 🔸Dr. Reddys Laboratories"  
[X Link](https://x.com/raghavwadhwa/status/2003429621753348186)  2025-12-23T11:36Z 100.5K followers, [----] engagements


"⚡The Next Sectoral Rotation ⚡2025 Was the Year of Metals; [----] Could Be the Year of Commercial Vehicles A Detailed Thread🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/2005922197475582363)  2025-12-30T08:41Z 100.5K followers, 22.9K engagements


"🌟2026 Stock Wishlist: High-conviction New Year picks from top brokerages 🔹Axis Direct 🔹Choice Broking 🔹Religare Broking 🔹Jefferies 🔹Nirmal Bang 🔹Motilal Oswal A Thread 🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/2006330362923008048)  2025-12-31T11:43Z 100.5K followers, 59.9K engagements


"🌟Axis Direct: New Year stock picks [----] 🔹State Bank of India Ltd: 16% Upside 🔹Varun Beverages Ltd: 17% Upside 🔹Hindalco Industries Ltd: 12% Upside 🔹Nippon Life India Asset Management Ltd: 13% Upside"  
[X Link](https://x.com/raghavwadhwa/status/2006330367322771932)  2025-12-31T11:43Z 100.5K followers, [----] engagements


"🌟Nirmal Bang New Year stock picks [----] 🔹SRF: 34% Upside 🔹Bharat Forge: 29% Upside 🔹RR Kabel: 22% Upside 🔹Container Corporation of India (CONCOR): 48% Upside 🔹Bank of Baroda: 25% Upside 🔹Bajaj Auto: 20% Upside"  
[X Link](https://x.com/raghavwadhwa/status/2006330380761415943)  2025-12-31T11:43Z 100.6K followers, [----] engagements


"🔹Birlasoft (BSOFT): 34% Upside 🔹Sequent Scientific: 50% Upside 🔹NBCC (India): 28% Upside 🔹Paytm (One [--] Communications): 42% Upside"  
[X Link](https://x.com/raghavwadhwa/status/2006330383462486503)  2025-12-31T11:43Z 100.6K followers, [----] engagements


"🔶Beverages (1.59%) 🔸United Spirits: 1.59% 🔶Construction (1.47%) 🔸Larsen & Toubro: 1.47%"  
[X Link](https://x.com/raghavwadhwa/status/2010610650545021165)  2026-01-12T07:11Z 100.5K followers, [----] engagements


"✍Sector: Auto Ancillaries & Engineering Precision parts and forgings to US OEMs; 20-40% exposure for leaders. 🔹Bharat Forge 🔹Ramkrishna Forgings 🔹Balkrishna Industries 🔹Sona BLW Precision Forgings 🔹Tata Motors 🔹Motherson Sumi System"  
[X Link](https://x.com/raghavwadhwa/status/2010668122777452822)  2026-01-12T11:00Z 100.5K followers, [---] engagements


"✍Sector: Pharmaceuticals Generics and APIs are largely exempt but benefit from stability; US sales often are 40-60%. 🔹Dr. Reddy's Laboratories 🔹Syngene International Ltd 🔹Aurobindo Pharma 🔹Piramal Pharma Ltd 🔹Gland Pharma 🔹Orchid Pharma Ltd 🔹Zydus Lifesciences"  
[X Link](https://x.com/raghavwadhwa/status/2010668125336068384)  2026-01-12T11:00Z 100.5K followers, [---] engagements


"🔶Key Top Holdings: 🔹HDFC Bank 🔹ICICI Bank 🔹Reliance Industries 🔹Infosys 🔹State Bank of India 🔹Larsen & Toubro 🔹Tata Consultancy Services"  
[X Link](https://x.com/raghavwadhwa/status/2011418609042719085)  2026-01-14T12:42Z 100.5K followers, [----] engagements


"🔹Bharti Airtel 🔹HCL Technologies 🔹InterGlobe Aviation 🔹Titan Company 🔹Adani Ports & SEZ 🔹Hero MotoCorp 🔹Britannia Industries 🔹Bharat Petroleum 🔹Radico Khaitan 🔹Life Insurance Corporation of India"  
[X Link](https://x.com/raghavwadhwa/status/2011418702030458924)  2026-01-14T12:42Z 100.6K followers, [----] engagements


"🔶Portfolio Construction:"  
[X Link](https://x.com/raghavwadhwa/status/2011418979706052945)  2026-01-14T12:43Z 100.5K followers, [----] engagements


"🔶Key Top Holdings: 🔹Bajaj Finance 🔹Bharti Airtel 🔹Clearing Corporation of India 🔹InterGlobe Aviation 🔹Indian Bank 🔹City Union Bank 🔹Fortis Healthcare 🔹One97 Communications"  
[X Link](https://x.com/raghavwadhwa/status/2011419051810251012)  2026-01-14T12:44Z 100.5K followers, [----] engagements


"🔶Portfolio Construction: 🔹The portfolio is built with awareness of sector correlations balancing exposures across different business cycles to avoid concentration risk and improve risk-adjusted returns over market cycles"  
[X Link](https://x.com/raghavwadhwa/status/2011419443281404137)  2026-01-14T12:45Z 100.5K followers, [----] engagements


"🔶Key Top Holdings: 🔹 HDFC Bank Limited 🔹 ICICI Bank Limited 🔹 State Bank of India 🔹 United Spirits Limited 🔹 Larsen & Toubro Limited 🔹 The Federal Bank Limited"  
[X Link](https://x.com/raghavwadhwa/status/2011419526374830448)  2026-01-14T12:46Z 100.5K followers, [----] engagements


"✍Revenue Concentration - September 2025: 🔹Top [--] Customer: 65% 🔹Top [--] Customers: 83% 🔹Repeat Customers: 60%"  
[X Link](https://x.com/raghavwadhwa/status/2016811320608542771)  2026-01-29T09:51Z 100.5K followers, [---] engagements


"✍Order Book: 🔹As of [--] November [----] their order book stood at [---] Crs of which approximately [-----] Crs remained unexecuted"  
[X Link](https://x.com/raghavwadhwa/status/2016811323443859773)  2026-01-29T09:51Z 100.5K followers, [---] engagements


"Is It the Right Time to Invest in Copper Read the detailed blog here 👇 https://legaciscapital.com/blog/is-it-the-right-time-to-invest-in-copper https://legaciscapital.com/blog/is-it-the-right-time-to-invest-in-copper"  
[X Link](https://x.com/raghavwadhwa/status/2016813025681109270)  2026-01-29T09:57Z 100.5K followers, 38K engagements


"🔶Sector: Capital Goods: The Union Budget is likely to emphasise higher and sustained capital spending supported by a revamped National Infrastructure Pipeline [---] of nearly [---] trillion increased defence capex and procedural reforms to ease compliance and fast-track project approvals"  
[X Link](https://x.com/raghavwadhwa/status/2017485350122242381)  2026-01-31T06:29Z 100.6K followers, [----] engagements


"Companies likely to benefit: 🔹Larsen & Toubro Ltd 🔹ABB India Ltd 🔹Siemens Ltd 🔹Hitachi Energy India Ltd 🔹KEC International Ltd 🔹KPI Green Energy Ltd 🔹Bharat Electronics Limited 🔹Hindustan Aeronautics Ltd 🔹Bharat Dynamics Ltd"  
[X Link](https://x.com/raghavwadhwa/status/2017485353314361430)  2026-01-31T06:29Z 100.6K followers, [----] engagements


"🔶Sector: Cement: The cement sector is likely to benefit from higher government capex and increased PMAY allocations leading to incremental demand"  
[X Link](https://x.com/raghavwadhwa/status/2017485356145512586)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"Companies likely to benefit: 🔹UltraTech Cement Ltd 🔹JK Cement Ltd 🔹Dalmia Bharat Ltd"  
[X Link](https://x.com/raghavwadhwa/status/2017485358951502035)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"🔶Sector: Consumer The Budget may lower GST on gold and silver and increase allocations to schemes like MGNREGA PM-KISAN and PMAY providing modest support to lower-end and rural consumption without major structural changes"  
[X Link](https://x.com/raghavwadhwa/status/2017485361711370464)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"Companies likely to benefit: 🔹Titan Company Ltd 🔹Kalyan Jewellers India Ltd 🔹P. N. Gadgil Jewellers Ltd 🔹ITC Ltd"  
[X Link](https://x.com/raghavwadhwa/status/2017485364559286439)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"🔶Sector: Insurance The government may raise the tax deduction limit on health insurance premiums for senior citizens improving affordability and supporting higher insurance penetration"  
[X Link](https://x.com/raghavwadhwa/status/2017485372998226214)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"Companies likely to benefit: 🔹Niva Bupa Health Insurance Company Ltd 🔹Star Health and Allied Insurance Company Ltd"  
[X Link](https://x.com/raghavwadhwa/status/2017485375896490211)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"At the same time the government may consider an increase in excise duty on petrol and diesel to bolster revenues"  
[X Link](https://x.com/raghavwadhwa/status/2017485395425116418)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"Companies likely to benefit: 🔹Indraprastha Gas Ltd 🔹Mahanagar Gas Ltd 🔹Gujarat Gas Ltd 🔹Petronet LNG Ltd 🔹GAIL (India) Ltd 🔹Oil and Natural Gas Corporation Ltd 🔹Oil India Ltd"  
[X Link](https://x.com/raghavwadhwa/status/2017485398143078738)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"Companies likely to benefit: 🔹Brigade Enterprises Ltd 🔹Prestige Estates Projects Ltd 🔹Sobha Ltd 🔹Kolte-Patil Developers Ltd 🔹Mahindra Lifespace Developers Ltd 🔹Godrej Properties Ltd 🔹Sunteck Realty Ltd 🔹Macrotech Developers Ltd"  
[X Link](https://x.com/raghavwadhwa/status/2017485403893502236)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"🔶Sector: Utilities and Renewables The Budget may support utilities and renewables via expansion of PM Surya Ghar and PM-KUSUM schemes extension of PLI to upstream solar manufacturing tax and duty cuts on solar equipment and DISCOM debt refinancing to improve sector finances and investment sentiment. https://twitter.com/i/web/status/2017485406946885781 https://twitter.com/i/web/status/2017485406946885781"  
[X Link](https://x.com/raghavwadhwa/status/2017485406946885781)  2026-01-31T06:29Z 100.5K followers, [---] engagements


"Companies likely to benefit: 🔹 Waaree Energies Ltd 🔹 Premier Energies Ltd 🔹 Saatvik Green Energy Ltd 🔹 Tata Power Company Ltd 🔹 ACME Solar Holdings Ltd 🔹 JSW Energy Ltd 🔹 NTPC Green Energy Ltd 🔹 NTPC Ltd"  
[X Link](https://x.com/raghavwadhwa/status/2017485409748652230)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"1Biopharma Shakti (10000 Cr) Push towards healthcare innovation indigenous APIs biologics and CDMO manufacturing. Strengthens Indias pharma self-reliance and export competitiveness"  
[X Link](https://x.com/raghavwadhwa/status/2018272155759415621)  2026-02-02T10:35Z 100.6K followers, [----] engagements


"Potential beneficiaries: 🔹Aurobindo Pharma 🔹Windlas Biotech 🔹Gland Pharma 🔹Glenmark Life Sciences 🔹Syngene International 🔹Divis Laboratories 🔹Jubilant Pharmova 🔹Dr. Reddys Laboratories"  
[X Link](https://x.com/raghavwadhwa/status/2018272158028538366)  2026-02-02T10:35Z 100.6K followers, [----] engagements


"🔹Zydus Lifesciences 🔹Neuland Laboratories 🔹Aarti Pharmalabs 🔹Lupin 🔹Piramal Pharma 🔹Suven Pharma 🔹Sai Life Sciences"  
[X Link](https://x.com/raghavwadhwa/status/2018272160448696468)  2026-02-02T10:35Z 100.5K followers, [----] engagements


"2Semiconductors (ISM 2.0) Focus on chip equipment materials and full-stack Indian IP reduces dependence on imports long-term structural tailwind for design OSAT and EMS players"  
[X Link](https://x.com/raghavwadhwa/status/2018272162579410995)  2026-02-02T10:35Z 100.5K followers, [---] engagements


"Potential beneficiaries: 🔹Tata Elxsi 🔹Kaynes Technology 🔹ASM Technologies 🔹MosChip Technologies 🔹CG Power & Industrial Solutions 🔹Dixon Technologies (India)"  
[X Link](https://x.com/raghavwadhwa/status/2018272164844347480)  2026-02-02T10:35Z 100.5K followers, [----] engagements


"3Electronics Manufacturing (40000 Cr ECM Scheme) Boost to component manufacturing import substitution and value addition. Strengthens Indias position as a global EMS hub"  
[X Link](https://x.com/raghavwadhwa/status/2018272167553876436)  2026-02-02T10:35Z 100.5K followers, [---] engagements


"Potential beneficiaries: 🔹Syrma SGS Technology 🔹Dixon Technologies 🔹Amber Enterprises 🔹Avalon Technologies 🔹PG Electroplast Ltd 🔹Cyient DLM Ltd 🔹DCX Systems Ltd 🔹Virtuoso Optoelectronics Ltd 🔹Centum Electronics Ltd"  
[X Link](https://x.com/raghavwadhwa/status/2018272169810362545)  2026-02-02T10:35Z 100.5K followers, [----] engagements


"Strategic move to secure critical minerals for EVs defence and electronics. Reduces geopolitical supply risks and builds long-term mineral security"  
[X Link](https://x.com/raghavwadhwa/status/2018272174461886967)  2026-02-02T10:35Z 100.6K followers, [---] engagements


"Potential beneficiaries: 🔹Tega Industries Ltd 🔹Gujarat Mineral Development Corporation Ltd 🔹BEML Ltd 🔹Vedanta Ltd 🔹AIA Engineering Ltd 🔹MOIL Ltd 🔹National Aluminium Company Ltd 🔹Sandur Manganese & Iron Ores Ltd 🔹Hindustan Copper Ltd 🔹Coal India Ltd 🔹NMDC Ltd 🔹Permanent Magnets Ltd https://twitter.com/i/web/status/2018272176844247151 https://twitter.com/i/web/status/2018272176844247151"  
[X Link](https://x.com/raghavwadhwa/status/2018272176844247151)  2026-02-02T10:35Z 100.6K followers, [----] engagements


"5Ministry of Defence: [----] L Cr Sustains defence modernisation and indigenisation. Supports domestic manufacturing under Make in India and Atmanirbhar Bharat"  
[X Link](https://x.com/raghavwadhwa/status/2018272179482513593)  2026-02-02T10:35Z 100.6K followers, [---] engagements


"Potential beneficiaries: 🔹Hindustan Aeronautics 🔹Bharat Electronics 🔹Mazagon Dock Shipbuilders 🔹Cochin Shipyard 🔹Bharat Forge 🔹Garden Reach Shipbuilders & Engineers 🔹Larsen & Toubro 🔹Data Patterns 🔹Astra Microwave"  
[X Link](https://x.com/raghavwadhwa/status/2018272181701242895)  2026-02-02T10:36Z 100.6K followers, [---] engagements


"8Ministry of Finance: [----] L Cr Strong fiscal allocation supports capital expenditure credit flow and macro stability. Continued support for public capex keeps the investment cycle intact. Likely beneficiaries: 🔹Banks & NBFCs 🔹Capital goods & infrastructure players 🔹PSU-led capex ecosystem"  
[X Link](https://x.com/raghavwadhwa/status/2018272193311080957)  2026-02-02T10:36Z 100.6K followers, [---] engagements


"Public Sector Banks 🔹State Bank of India 🔹Bank of Baroda 🔹Canara Bank 🔹Punjab National Bank 🔹Indian Bank 🔹Union Bank of India 🔹Central Bank of India 🔹Bank of India 🔹UCO Bank 🔹Indian Overseas Bank"  
[X Link](https://x.com/raghavwadhwa/status/2018272195647275333)  2026-02-02T10:36Z 100.6K followers, [---] engagements


"Private Sector Banks 🔹HDFC Bank 🔹ICICI Bank 🔹Axis Bank 🔹Kotak Mahindra Bank 🔹Federal Bank 🔹IDFC First Bank 🔹Bandhan Bank NBFCs & Government Financial Institutions 🔹Power Finance Corporation 🔹REC Ltd 🔹Indian Railway Finance Corporation 🔹HUDCO 🔹LIC Housing Finance 🔹PNB Housing Finance 🔹Aavas Financiers https://twitter.com/i/web/status/2018272198096802207 https://twitter.com/i/web/status/2018272198096802207"  
[X Link](https://x.com/raghavwadhwa/status/2018272198096802207)  2026-02-02T10:36Z 100.6K followers, [---] engagements


"9Data Center Government to offer a long-term tax exemption for foreign companies that deliver cloud services worldwide from India-based data centres. This move aims to position India as a global cloud and AI infrastructure hub attract multi-billion-dollar investments and deepen the local digital ecosystem"  
[X Link](https://x.com/raghavwadhwa/status/2018272200764395931)  2026-02-02T10:36Z 100.5K followers, [---] engagements


"Likely beneficiaries: 🔹Aurionpro Solutions 🔹Techno Electric 🔹Black Box 🔹Anant Raj 🔹Netweb 🔹Marine Electricals 🔹Tata Communications 🔹Tejas Networks 🔹ADC India Communications"  
[X Link](https://x.com/raghavwadhwa/status/2018272203239043485)  2026-02-02T10:36Z 100.5K followers, [---] engagements


"🔟Railway Ministry: [------] crore. As part of Budget [------] the government proposed seven high-speed rail corridors connecting key cities across India. These corridors are expected to attract around [--] lakh crore in long-term investment for development and modernisation"  
[X Link](https://x.com/raghavwadhwa/status/2018272205549994359)  2026-02-02T10:36Z 100.6K followers, [---] engagements


"Likely beneficiaries: 🔹Larsen & Toubro 🔹KEC International 🔹RVNL 🔹IRCON International 🔹Siemens India 🔹ABB India 🔹HBL Engineering 🔹Kernex Microsystems"  
[X Link](https://x.com/raghavwadhwa/status/2018272207890510142)  2026-02-02T10:36Z 100.6K followers, [----] engagements


"✨Indian exporters with high U.S. exposure are likely to benefit from the concluded IndiaUSA trade deal. 🔸Rubicon Research Ltd: 99.5% 🔸Goldiam International Ltd: 90.0% 🔸Pokarna Ltd: 83% 🔸Unimech Aerospace and Manufacturing Ltd: 83.03% 🔸Gokaldas Exports Ltd: 72.52% 🔸Granules India Ltd: 72.0% 🔸Natco Pharma Ltd: 71.37% 🔸Kitex Garments Ltd: 70.28% 🔸Avanti Feeds Ltd: 70% 🔸Unichem Laboratories Ltd: 64.2% 🔸Vaibhav Global Ltd: 59.0% 🔸Apex Frozen Foods Ltd: 50.0% 🔸Gland Pharma Ltd: 55.68% 🔸Marksans Pharma Ltd: 11.29% 🔸Dr Reddys Laboratories Ltd: 48.56% 🔸Zydus Lifesciences Ltd: 47.94%"  
[X Link](https://x.com/raghavwadhwa/status/2018574882641256557)  2026-02-03T06:38Z 100.5K followers, 29.7K engagements


"Airtels service quality has gone downhill. [--] days since raising an internet complaint for Airtel Fiber and still no resolution. No updates no accountability even after multiple escalation Is this the customer experience Airtel now stands for @airtelindia @Airtel_Presence Right time to shift to @JioCare i guess https://twitter.com/i/web/status/2018902317572206845 https://twitter.com/i/web/status/2018902317572206845"  
[X Link](https://x.com/raghavwadhwa/status/2018902317572206845)  2026-02-04T04:19Z 100.5K followers, [----] engagements


"🌟Companies from this list affected by the U.S. startup Anthropics launch of its new AI tool Claude Cowork 👇 🔹Tata Consultancy Services: AI automates routine coding testing & documentation pressuring billable hours. 🔹Infosys: Repetitive IT & consulting tasks face direct AI substitution risk. 🔹Wipro: Staffing-heavy projects vulnerable as clients adopt AI tools in-house. 🔹HCL Technologies: Infra & application support increasingly AI-driven. 🔹Tech Mahindra: Telecom & enterprise workflows may see automation-led cost cuts. 🔹LTIMindtree: Analytics reporting & dev work exposed to AI"  
[X Link](https://x.com/raghavwadhwa/status/2018957479036453018)  2026-02-04T07:59Z 100.6K followers, 33.4K engagements


"🌟Ace Investors Latest Portfolio Additions A Thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/2019016969652249069)  2026-02-04T11:55Z 100.5K followers, 17.5K engagements


"🌟Mr. Ashish Kacholia ✍Adcounty Media India Ltd: 🔹 Holding Value: [---] Cr 🔹 Holding Percentage: 2.9% ✍Techera Engineering India Ltd: 🔹Holding Value: [----] Cr 🔹Holding Percentage: 4.8%"  
[X Link](https://x.com/raghavwadhwa/status/2019016976803447156)  2026-02-04T11:55Z 100.5K followers, [----] engagements


"🌟Mr. Madhusudan Kela ✍Emkay Global Financial Services Ltd: 🔹Holding Value: [---] Cr 🔹Holding Percentage: 1.1%"  
[X Link](https://x.com/raghavwadhwa/status/2019016979051659648)  2026-02-04T11:55Z 100.5K followers, [----] engagements


"🌟Mr. Vijay Kishanlal Kedia ✍Patel Engineering Ltd: 🔹 Holding Value: [----] Cr 🔹 Holding Percentage: 1.0% ✍Advait Energy Transitions Limited: 🔹 Holding Value: [----] Cr 🔹 Holding Percentage: 1.1%"  
[X Link](https://x.com/raghavwadhwa/status/2019016981194871013)  2026-02-04T11:55Z 100.5K followers, [----] engagements


"🌟Mr. Porinju V Veliyath ✍Geojit Financial Services Ltd: 🔹 Holding Value: [----] Cr 🔹 Holding Percentage: 1.4% ✍Associated Alcohols & Breweries Ltd: 🔹 Holding Value: [----] Cr 🔹 Holding Percentage: 1.1%"  
[X Link](https://x.com/raghavwadhwa/status/2019016983405297980)  2026-02-04T11:55Z 100.5K followers, [----] engagements


"✨Budget [----] created a hidden winner that nobody is talking about. STT hike crushed F&O sentiment. Market tanked [----] points on Budget day. But quietly one sector got the biggest tailwind in years. And no one is realising it yet. Not IT. Not Defence. Not Pharma. Here's the deep dive 🧵👇 🏦 The Sector: Asset Management Companies (AMCs) 💰Why STT hike is secretly BULLISH for AMCs: 🔹Higher STT on F&O means retail traders will bleed more on derivatives 🔹This accelerates the shift: F&O gamblers Mutual Fund SIP investors 🔹Retail F&O traders fell 30% in FY25 (SEBI data). In the same period 54"  
[X Link](https://x.com/raghavwadhwa/status/2020077359622418817)  2026-02-07T10:09Z 100.6K followers, 66.8K engagements


"How a 24% margin agro processor became a 2527% margin business Most investors see revenue growth stories. Very few track margin evolution. Almost nobody spots a margin shift before it becomes obvious in the numbers. Continue.👇"  
[X Link](https://x.com/raghavwadhwa/status/2020774135698469071)  2026-02-09T08:17Z 100.6K followers, [----] engagements


"The real change began when Manorama stopped selling fat and started selling functionality. The transformation didnt come from chasing volumes. It came from changing what the company sold"  
[X Link](https://x.com/raghavwadhwa/status/2020774145110528183)  2026-02-09T08:17Z 100.5K followers, [---] engagements


"Instead of supplying basic fats Manorama moved into specialty and value-added fats: 🔹Cocoa Butter Equivalents (CBE) 🔹Cocoa Butter Alternatives (CBA) 🔹High-performance specialty fats for chocolate confectionery & cosmetics These are formulation-driven products not commodities. https://twitter.com/i/web/status/2020774147761246295 https://twitter.com/i/web/status/2020774147761246295"  
[X Link](https://x.com/raghavwadhwa/status/2020774147761246295)  2026-02-09T08:17Z 100.5K followers, [---] engagements


"Growth became stronger after margins stabilised Once the model stabilised growth accelerated: 🔹FY25 revenue: [---] Cr 🔹TTM revenue: 1200+ Cr 🔹Recent quarters: 73% YoY growth Importantly this growth is coming without margin dilution"  
[X Link](https://x.com/raghavwadhwa/status/2020774175015829811)  2026-02-09T08:18Z 100.6K followers, [---] engagements


"The integration advantage most people overlook Manorama has quietly built a tightly integrated setup: On the sourcing side 🔹Direct procurement of exotic seeds 🔹Presence across Africa (including Burkina Faso) 🔹Strategic partnerships in Latin America / Mexico"  
[X Link](https://x.com/raghavwadhwa/status/2020774178744639570)  2026-02-09T08:18Z 100.6K followers, [---] engagements


"What could still go wrong This isnt a risk-free story: 🔹Working capital remains heavy 🔹Raw material swings can create short-term noise 🔹Execution on new facilities needs monitoring 🔹But these are operational risks not structural ones"  
[X Link](https://x.com/raghavwadhwa/status/2020774193042972744)  2026-02-09T08:18Z 100.5K followers, [---] engagements


"What management is saying now 🔹EBITDA margins of 2527% look sustainable 🔹Revenue growth of 4045% expected over the next [--] years 🔹30%+ growth still achievable in FY27 Why theyre confident 🔹Demand is running ahead of current capacity 🔹Order pipeline offers clear visibility 🔹Customer relationships are sticky https://twitter.com/i/web/status/2020774197023449391 https://twitter.com/i/web/status/2020774197023449391"  
[X Link](https://x.com/raghavwadhwa/status/2020774197023449391)  2026-02-09T08:18Z 100.5K followers, [---] engagements


"6Ministry of Road Transport & Highways: [----] L Cr Continued push for highways logistics efficiency and rural connectivity. Supports construction activity and freight movement"  
[X Link](https://x.com/raghavwadhwa/status/2018272183945167271)  2026-02-02T10:36Z 100.6K followers, [---] engagements


"Top [--] Indian IT Companies Combined Valuation $350 billion Total employees [---] million Anthropic Valuation $350 billion Total employees 3000"  
[X Link](https://x.com/raghavwadhwa/status/2019612611432808895)  2026-02-06T03:22Z 100.5K followers, 92.7K engagements


"🌟 Flexi Cap Mutual Funds with High IT Sector Exposure With IT sector sentiment turning cautious heres a List of Flexi Cap funds and their IT Weightage 👇 🔹Motilal Oswal Flexi Cap Fund: IT: 22.19% AUM: [--------] Cr 🔹JM Flexicap Fund: IT: 14.42% AUM: [-------] Cr 🔹Nippon India Flexi Cap Fund: IT: 11.66% AUM: [-------] Cr 🔹Tata Flexi Cap Fund: IT: 10.42% AUM: [-------] Cr 🔹Bandhan Flexi Cap Fund: IT: 10.40% AUM: [-------] Cr 🔹SBI Flexi Cap Fund: IT: 10.33% AUM: [--------] Cr 🔹JioBlackRock Flexi Cap Fund: IT: 10.20% AUM: [-------] Cr 🔹Edelweiss Flexi Cap Fund: IT: 10.18% AUM: [-------] Cr 🔹DSP Flexi"  
[X Link](https://x.com/raghavwadhwa/status/2019665123888316675)  2026-02-06T06:51Z 100.5K followers, 27.4K engagements


"40% move in less than a month in Mtar Tech🔥🔥 What happened in $BE is happening in MTAR now MTAR derives 70% of its revenue from Bloom Energy (NYSE). Bloom Energy stock is up 400% over the last [--] months. Just an interesting data point worth tracking. https://t.co/BZZlujNwux MTAR derives 70% of its revenue from Bloom Energy (NYSE). Bloom Energy stock is up 400% over the last [--] months. Just an interesting data point worth tracking. https://t.co/BZZlujNwux"  
[X Link](https://x.com/raghavwadhwa/status/2021140909900038532)  2026-02-10T08:35Z 100.5K followers, [----] engagements


"US Oil index - Showing high relative strength + Brent Crude Oil chart - Breaking out + Nifty Energy Index has partly cleared the box resistance zone + Indian traditional energy-related stocks showing momentum [--] Energy stocks with good technical setups👇"  
[X Link](https://x.com/raghavwadhwa/status/2021208728079638530)  2026-02-10T13:04Z 100.5K followers, [----] engagements


"📌As of early [----] the Indian government has proposed significant tax incentives for data centers including potential GST input tax credits on capital assets like construction cooling and electrical systems to promote the sector"  
[X Link](https://x.com/raghavwadhwa/status/2021497850941800604)  2026-02-11T08:13Z 100.5K followers, [----] engagements


"Indian listed proxy players that could indirectly benefit: 🔶Data Centre Integration & Networking 🔹Black Box 🔹Netweb Technologies India 🔹Larsen & Toubro 🔹Techno Electric & Engineering Company 🔹RailTel Corporation of India 🔹Tata Communications"  
[X Link](https://x.com/raghavwadhwa/status/2021497853424828821)  2026-02-11T08:13Z 100.5K followers, [----] engagements


"🔹Bharti Airtel 🔹HCL Technologies 🔹Tech Mahindra 🔹Infosys 🔹Tata Consultancy Services 🔹Wipro"  
[X Link](https://x.com/raghavwadhwa/status/2021497855844979053)  2026-02-11T08:13Z 100.6K followers, [----] engagements


"🔶Power Equipment & Electrification 🔹ABB India 🔹Siemens India 🔹CG Power and Industrial Solutions 🔹Hitachi Energy India 🔹GE T&D India 🔹Voltamp Transformers 🔹Transformers and Rectifiers India 🔹Bharat Heavy Electricals Limited 🔹Kalpataru Projects International 🔹KEC International https://twitter.com/i/web/status/2021497860794331267 https://twitter.com/i/web/status/2021497860794331267"  
[X Link](https://x.com/raghavwadhwa/status/2021497860794331267)  2026-02-11T08:13Z 100.6K followers, [----] engagements


"🔶Energy Storage Cooling & Backup Systems 🔹Exide Industries 🔹Amara Raja Energy & Mobility 🔹Blue Star 🔹Voltas 🔹Thermax"  
[X Link](https://x.com/raghavwadhwa/status/2021497863365329395)  2026-02-11T08:13Z 100.5K followers, [----] engagements


"🌟Bandhan Small Cap Fund Vs Invesco India Smallcap Fund A detailed comparison of two Small Cap funds their philosophy performance and sectoral preferences. 🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/2005615228780957816)  2025-12-29T12:21Z 100.5K followers, 26.2K engagements


"Likely beneficiaries: EPC & Roads 🔹Larsen & Toubro 🔹Ashoka Buildcon 🔹PNC Infratech 🔹Dilip Buildcon 🔹PSP Projects 🔹Hindustan Construction Company 🔹NBCC 🔹KNR Constructions 🔹HG Infra Engineering 🔹IRB Infrastructure Materials 🔹UltraTech Cement 🔹Shree Cement 🔹JSW Cement"  
[X Link](https://x.com/raghavwadhwa/status/2018272186361086306)  2026-02-02T10:36Z 100.5K followers, [----] engagements


"🗼Sector: Power Transmission 🗼The government will launch the National Electricity Plan in [--] days with peak hour power demand projected to exceed [---] GW by [----]. 🗼22 Companies from the Power Sector that are set to benefit from this development A thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1838491581818560952)  2024-09-24T08:12Z 100.5K followers, 96K engagements


"🗼Power Transmission Sector 🗼Indias power transmission and distribution market is projected to grow from USD [----] billion in [----] to USD [----] billion by [----]. A thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1925899928296988829)  2025-05-23T13:01Z 100.5K followers, 33K engagements


"🔟Top Recent Additions to the Parag Parikh Flexi Cap Funds Portfolio 🔹HDFC Bank Ltd 🔹Power Grid Corporation of India Ltd 🔹Kotak Mahindra Bank Ltd 🔹Maruti Suzuki India Ltd 🔹Mahindra & Mahindra Ltd 🔹Axis Bank Ltd 🔹Cipla Ltd 🔹Indian Energy Exchange Ltd 🔹Zydus Wellness Ltd 🔹Multi-Commodity Exchange Of India Ltd"  
[X Link](https://x.com/raghavwadhwa/status/1986026251057012985)  2025-11-05T11:02Z 100.5K followers, [----] engagements


"✍Indian Pharma Companies Likely to Benefit Most: 🔸Piramal Pharma Solutions 🔸Syngene International 🔸Laurus Labs 🔸Jubilant Pharmova 🔸Cohance Lifesciences Ltd 🔸Suven Life Sciences 🔸Beta Drugs Ltd 🔸Wockhardt 🔸Divis Laboratories 🔸Ajanta Pharma"  
[X Link](https://x.com/raghavwadhwa/status/2003429617127030963)  2025-12-23T11:36Z 100.5K followers, [----] engagements


"🔸OneSource Specialty Pharma Ltd 🔸Biocon 🔸Gland Pharma 🔸Blue Jet Healthcare Ltd 🔸Aurobindo Pharma 🔸Sai Life Sciences 🔸Neuland Laboratories 🔸Akums Drugs & Pharmaceuticals 🔸Cipla 🔸Mankind Pharma 🔸Glenmark Pharmaceuticals"  
[X Link](https://x.com/raghavwadhwa/status/2003429619421356153)  2025-12-23T11:36Z 100.5K followers, [----] engagements


"🔶User Industries: 🔹Fintech Auto BFSI E-commerce iGaming Travel QSR and FMCG brands"  
[X Link](https://x.com/raghavwadhwa/status/2009165147533979988)  2026-01-08T07:27Z 100.5K followers, [---] engagements


"🔶Collaborations: 🔹Advertisers: Go Mobile LLC Groupm Media India Interactive Avenues Kiranakart Technologies Mohalla Tech Paisabazaar Marketing and Consulting etc. 🔹Corporate Promoters: Innovana Thinklabs"  
[X Link](https://x.com/raghavwadhwa/status/2009165150138535962)  2026-01-08T07:27Z 100.5K followers, [---] engagements


"🔶Sector: Real Estate The Budget may raise the affordable housing threshold from [---] million to [--] million along with a higher allocation to the PMAY housing scheme. Increased incentives for Global Capability Centres (GCCs) could also support demand particularly in key urban markets. https://twitter.com/i/web/status/2017485401083253105 https://twitter.com/i/web/status/2017485401083253105"  
[X Link](https://x.com/raghavwadhwa/status/2017485401083253105)  2026-01-31T06:29Z 100.5K followers, [----] engagements


"A $650 billion AI spending wave is reshaping global infrastructure. Data centers fiber power semiconductors cooling systems and integration platforms are witnessing an unprecedented capital cycle"  
[X Link](https://x.com/raghavwadhwa/status/2021497819866202369)  2026-02-11T08:13Z 100.5K followers, [----] engagements


"The Numbers Behind the AI Arms Race For [----] capex announcements alone: 🔹Amazon: $200 billion 🔹Alphabet: $185 billion (up from $91.5 billion in 2025) 🔹Meta: $115135 billion 🔹Microsoft: $120 billion"  
[X Link](https://x.com/raghavwadhwa/status/2021497822366072836)  2026-02-11T08:13Z 100.5K followers, [----] engagements


"What is India doing in Semiconductors Policy Push & Incentives 🔹India launched the $10B Semiconductor Mission (Semicon India Program) to build a full value chain. 🔹50% fiscal support for fabs ATMP/OSAT and display manufacturing. 🔹States like Gujarat offering additional capital subsidies power and land incentives"  
[X Link](https://x.com/raghavwadhwa/status/2021497832713355565)  2026-02-11T08:13Z 100.5K followers, [----] engagements


"🔶Optical Fibre Cables & Connectivity 🔹HFCL 🔹Sterlite Technologies 🔹Tejas Networks 🔹Polycab India 🔹KEI Industries 🔹Finolex Cables 🔹Dynamic Cables"  
[X Link](https://x.com/raghavwadhwa/status/2021497858244096198)  2026-02-11T08:13Z 100.5K followers, [----] engagements


"🔶Semiconductor EMS & Design Ecosystem 🔹MosChip Technologies 🔹Syrma SGS Technology 🔹Kaynes Technology 🔹Dixon Technologies 🔹Tata Elxsi 🔹ASM Technologies 🔹CG Power and Industrial Solutions"  
[X Link](https://x.com/raghavwadhwa/status/2021497865668002064)  2026-02-11T08:13Z 100.5K followers, [----] engagements


"Top [--] stock holdings: 🔸ICICI Bank Ltd: 8.93% 🔸HDFC Bank Ltd: 8.44% 🔸Axis Bank Ltd: 7.12% 🔸State Bank of India: 4.49% 🔸SBI Life Insurance Co Ltd: 4.23% 🔸Kotak Mahindra Bank Ltd: 4.16% 🔸Maruti Suzuki India Ltd: 3.47% 🔸Cipla Ltd: 3.30% 🔸HCL Technologies Ltd: 3.03% 🔸Power Grid Corp of India Ltd: 2.50% https://twitter.com/i/web/status/2021861574798160340 https://twitter.com/i/web/status/2021861574798160340"  
[X Link](https://x.com/raghavwadhwa/status/2021861574798160340)  2026-02-12T08:18Z 100.5K followers, [---] engagements


"Portfolio Overview Asset Allocation: 🔸Equity: 86.81% 🔸Debt: 0.53% 🔸Cash: 12.66% Weightage by Market Cap: 🔸Large Cap: 71.63% 🔸Mid Cap: 4.57% 🔸Small Cap: 9.35% 🔸Others: 14.45%"  
[X Link](https://x.com/raghavwadhwa/status/2021861577268568149)  2026-02-12T08:18Z 100.6K followers, [---] engagements


"Concentration: 🔸No. of Stocks: [--] 🔸Avg. Market Cap: [---------] Cr 🔸Top [--] Stocks: 49.66% 🔸Top [--] Stocks: 33.20% 🔸Top [--] Sectors: 61.64%"  
[X Link](https://x.com/raghavwadhwa/status/2021861579592179848)  2026-02-12T08:18Z 100.6K followers, [---] engagements


"2Parag Parikh Flexi Cap: 🔸Five-year return: 18.76% 🔸AUM: [---------] crore 🔸Expense ratio: 0.63% 🔸NAV: [-----] 🔸Sharpe Ratio: [----] 🔸Standard Deviation: 8.29"  
[X Link](https://x.com/raghavwadhwa/status/2021861581865595095)  2026-02-12T08:19Z 100.5K followers, [---] engagements


"Top [--] stock holdings: 🔸HDFC Bank Ltd: 8.09% 🔸Clearing Corporation of India Ltd: 7.89% 🔸Power Grid Corp Of India Ltd: 6.06% 🔸ICICI Bank Ltd: 4.97% 🔸Coal India Ltd: 4.85% 🔸Bajaj Holdings and Investment Ltd: 4.52% 🔸ITC Ltd: 4.49% 🔸Kotak Mahindra Bank Ltd: 4.07% 🔸Alphabet Inc Class A: 3.99% 🔸Mahindra & Mahindra Ltd: 3.63% https://twitter.com/i/web/status/2021861584365330913 https://twitter.com/i/web/status/2021861584365330913"  
[X Link](https://x.com/raghavwadhwa/status/2021861584365330913)  2026-02-12T08:19Z 100.5K followers, [---] engagements


"Portfolio Overview Asset Allocation: 🔸Equity: 76.84% 🔸Debt: 1.71% 🔸Cash: 21.45% Weightage by Market Cap: 🔸Large Cap: 61.26% 🔸Mid Cap: 3.12% 🔸Small Cap: 2.76% 🔸Others: 32.86%"  
[X Link](https://x.com/raghavwadhwa/status/2021861586785481099)  2026-02-12T08:19Z 100.5K followers, [---] engagements


"3Edelweiss Flexi Cap Fund 🔸Five-year return: 18% 🔸AUM: [-------] crore 🔸Expense ratio: 0.43% 🔸NAV: [-----] 🔸Sharpe Ratio: [----] 🔸Standard Deviation: 13.05"  
[X Link](https://x.com/raghavwadhwa/status/2021861591474688040)  2026-02-12T08:19Z 100.5K followers, [---] engagements


"Portfolio Overview Asset Allocation: 🔸Equity: 97.86% 🔸Debt: 0.00% 🔸Cash: 2.12% Weightage by Market Cap: 🔸Large Cap: 67.47% 🔸Mid Cap: 24.35% 🔸Small Cap: 6.93% 🔸Others: 1.25%"  
[X Link](https://x.com/raghavwadhwa/status/2021861596709240901)  2026-02-12T08:19Z 100.6K followers, [---] engagements


"Concentration: 🔸No. of Stocks: [--] 🔸Avg. Market Cap: [---------] Cr 🔸Top [--] Stocks: 31.35% 🔸Top [--] Stocks: 19.67% 🔸Top [--] Sectors: 56.00%"  
[X Link](https://x.com/raghavwadhwa/status/2021861599062179844)  2026-02-12T08:19Z 100.6K followers, [---] engagements

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