[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @sapal14814531 Sapal bhaiya Sapal bhaiya posts on X about india, stocks, $googl, money the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1410299881990737929/interactions)  - X Months XXXXXX +371% - X Year XXXXXX +1,082% ### Mentions: XX [#](/creator/twitter::1410299881990737929/posts_active)  - X Months XXX +300% - X Year XXX +261% ### Followers: XXX [#](/creator/twitter::1410299881990737929/followers)  - X Months XXX +294% - X Year XXX +122% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1410299881990737929/influencer_rank)  ### Social Influence [#](/creator/twitter::1410299881990737929/influence) --- **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [gaming](/list/gaming) [exchanges](/list/exchanges) **Social topic influence** [india](/topic/india), [stocks](/topic/stocks), [$googl](/topic/$googl), [money](/topic/money), [tier](/topic/tier), [deep dive](/topic/deep-dive) #598, [units](/topic/units), [integration](/topic/integration) #705, [banking](/topic/banking) #613, [azure](/topic/azure) #497 **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [The XX% Community (99)](/topic/$99) [Microsoft Corp. (MSFT)](/topic/microsoft) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Spotify Technology (SPOT)](/topic/$spot) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts [#](/creator/twitter::1410299881990737929/posts) --- Top posts by engagements in the last XX hours "π§΅The Complete Guide to Indian Pharmaceutical Sector From Molecules to Money I'll break down EVERYTHING about how pharma actually works why it makes money and how to spot winners. Bookmark this @anuragsingh_as @LuckyInvest_ARK @VVVStockAnalyst" [X Link](https://x.com/sapal14814531/status/1978078369255194680) [@sapal14814531](/creator/x/sapal14814531) 2025-10-14T12:40Z XXX followers, 56.9K engagements "3/10 EBITDA Per Tonne: The ONLY Number That Matters EBITDA per tonne = Profit made on each tonne of steel Think Like a Samosa Seller: Sell for XX ingredients cost X Profit = X per samosa That's your "EBITDA per samosa"" [X Link](https://x.com/sapal14814531/status/1978705306096906511) [@sapal14814531](/creator/x/sapal14814531) 2025-10-16T06:11Z XXX followers, XX engagements "Safe Ranges: XXX = Super safe 0.5-1.2 = Safe 1.2-2.0 = Moderate risk XXX = High risk (experts only)" [X Link](https://x.com/sapal14814531/status/1978706962884821141) [@sapal14814531](/creator/x/sapal14814531) 2025-10-16T06:17Z XXX followers, XX engagements "Here's what REALLY happens: Your XX lakh Swift contains 30000 different parts β Maruti makes: XX% of the car (engine assembly + final assembly)Suppliers make: XX% of everything else β " [X Link](https://x.com/sapal14814531/status/1979462992791040353) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:22Z XXX followers, XX engagements "The Mind-Blowing Reality: For every XXX you pay: XX goes to component suppliers (Bosch Motherson Minda) β XX goes to R&D & testing XX goes to labor & advertising XX goes to taxes Maruti's profit Only X β Source: Vehicle Database cost breakdown PIB Govt" [X Link](https://x.com/sapal14814531/status/1979462995894849762) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:22Z XXX followers, XX engagements "2/12 The XX Lakh Car: Where Every Rupee Goes (Complete Breakdown) Let's decode a XX lakh Maruti Swift from factory to your garage: Manufacturing Cost: XXX lakh Materials (5.7 lakh - XX% of price): Steel body panels: XXX lakh (from Tata Steel)" [X Link](https://x.com/sapal14814531/status/1979463003226411051) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:22Z XXX followers, XX engagements "Engine components: XXX lakh (pistons crankshaft valves) Electronics: X lakh (ECU sensors infotainment - from Bosch) Interior: 80000 (seats dashboard AC) Tires & wheels: 40000 (Apollo MRF) Paint & chemicals: 50000 (7 layers of paint)" [X Link](https://x.com/sapal14814531/status/1979463006426726465) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:22Z XXX followers, XX engagements "3. The Price Collapse 2015: SUVs cost XX% more than sedans 2025: SUVs cost only XX% more Sedan: 10-12 lakh Compact SUV: 10-14 lakh Why buy sedan when SUV costs almost same" [X Link](https://x.com/sapal14814531/status/1979463063322395068) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:22Z XXX followers, XX engagements "4. The Joint Family Flex X people + luggage for weekend trip Sedans cramped = uncomfortable SUVs spacious = hero of the family The Death Certificate: Honda City sales: 2015: 90000 2024: 45000 (HALVED) β Hyundai Creta sales: 2015: 78000 2024: 165000 (DOUBLED) β " [X Link](https://x.com/sapal14814531/status/1979463066363248985) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:22Z XXX followers, XXX engagements "In an EV: Electric motor = XX moving parts No transmission = X parts No exhaust = X parts Total moving parts: XX (100X simpler) The Component Revolution: Who LOSES: Engine makers (entire 50000 crore industry at risk) Exhaust system companies" [X Link](https://x.com/sapal14814531/status/1979465656811524230) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:32Z XXX followers, XX engagements "Transmission specialists Fuel injection makers Who WINS: Battery makers: Exide Amara Raja (1 lakh crore opportunity) Electronics: Bosch Minda (motors inverters) Charging infrastructure: Tata Power Fortum" [X Link](https://x.com/sapal14814531/status/1979465662603874558) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:32Z XXX followers, XXX engagements "The Transition Pain: Companies invested 10000+ crore in engine technology All becoming worthless in next XX years Smart Players: Bosch already XX% revenue from EV components β Motherson pivoted to EV wiring early" [X Link](https://x.com/sapal14814531/status/1979465665871323393) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:32Z XXX followers, XX engagements "7/12 The Tier Pyramid: Where REAL Money Hides Think Car Industry = Only Car Makers WRONG The Hidden Ecosystem: India's Auto Component Industry: Turnover: XXXX lakh crore (FY25) β Employs: XXX million people directly β Contributes: XXX% to India's GDP β " [X Link](https://x.com/sapal14814531/status/1979465668740166029) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:32Z XXX followers, XX engagements "The 3-Tier System (Explained Simply): Tier 1: The Giants (40-50% margins) Bosch: Delivers complete braking system to Maruti Motherson: Delivers entire wiring harness ready Direct relationship with OEMs These are listed companies you can invest inrowing at XX% CAGR β " [X Link](https://x.com/sapal14814531/status/1979465671676248420) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:32Z XXX followers, XX engagements "Direct relationship with OEMs These are listed companies you can invest in Example: Bosch makes 1000 ABS system sells for 1400 = XX% margin Tier 2: The Specialists (20-30% margins) Make brake pistons Sell to Bosch Make wire insulation Sell to Motherson" [X Link](https://x.com/sapal14814531/status/1979465674654388331) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:32Z XXX followers, XX engagements "Mostly unlisted family businesses Tier 3: The Raw Processors (10-15% margins) Metal forging shops Plastic molding units Mostly MSMEs not investable The Shocking Truth:" [X Link](https://x.com/sapal14814531/status/1979465677695066381) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:32Z XXX followers, XX engagements "Brake test: Emergency stop from XX kmph Computer scan: 500+ parameters checked Hour 9-10: PDI (Pre-Delivery Inspection) Fluid levels Tire pressure Test drive on plant track Your car drives off ready to go" [X Link](https://x.com/sapal14814531/status/1979465694723912189) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:32Z XXX followers, XX engagements "9/12 September 2025: The Month Auto Industry Turned Upside Down The Battle Royale (Sept 2025 Sales): **#1 Maruti Suzuki: 1665 units (+3% YoY) β BUT: Domestic sales actually FELL Saved by exports: 42204 units (+32% YoY) β The King is wounded but not dead" [X Link](https://x.com/sapal14814531/status/1979465697991209072) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:32Z XXX followers, XX engagements "π§΅ Indian Auto Sector Deep Dive The XX Lakh Crore Empire Nobody Told You About (Part 3)" [X Link](https://x.com/sapal14814531/status/1979466934530842838) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:37Z XXX followers, XXX engagements "2 Tataotors: 96769 units (+36% YoY) β HISTORIC: Best month EVER β Nexon: 22500 units (highest ever for any Tata model) β EVs nearly DOUBLED: 9191 units (+96% YoY) β Source: Carlelo Angel One" [X Link](https://x.com/sapal14814531/status/1979466937382899921) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:37Z XXX followers, XX engagements "3 Mahindra:00298 units (+16% YoY) β SUV King: 56233 SUVs (highest ever) β Scorpio-N XUV700 Thar - ALL breaking records Wait lists: XXX lakh orders X Hyundai:0347 units (+10% YoY) Shocking: Slipped from #2 to #4 Over-dependence on Creta (one model = XX% sales)" [X Link](https://x.com/sapal14814531/status/1979466940214071349) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:37Z XXX followers, XX engagements "10/12 The Dealership Gold Mine (Hidden Profit Stream) You Think Dealers Make 5-7% Margin WRONG The REAL Dealership P&L (on your XX lakh Swift): Revenue Streams: X. Car Margin: 80000 (8%) Buy from Maruti: XXX lakh Sell to you: XX lakh" [X Link](https://x.com/sapal14814531/status/1979466945800942080) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:37Z XXX followers, XX engagements "2. Insurance Commission: 15000 Insurance company pays dealer for selling policy Pure profit X. Extended Warranty: 10000 Cost to dealer: 2000 Sell to you: 12000 Margin: 10000 (500%)" [X Link](https://x.com/sapal14814531/status/1979466948896276786) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:37Z XXX followers, XX engagements "Why India is Winning Export Game: Cost Advantage (The Real Numbers): Indian engineer: XX lakh/year German engineer: 50000/year (45 lakh) Labor cost: 1/5th of China 1/10th of Europe Land cost: 1/3rd of China" [X Link](https://x.com/sapal14814531/status/1979466960711897510) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:37Z XXX followers, XX engagements "Quality Matching: Maruti's Manesar plant = Meets Japanese export standards Tata's Pune plant = Supplies to Jaguar Land Rover "Made in India" Low quality anymore" [X Link](https://x.com/sapal14814531/status/1979466963618332694) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:37Z XXX followers, XX engagements "The Strategy: Suzuki's Master Plan: Makes cars in India (low cost) Exports to Japan Europe Africa Indian plants cheaper than Japanese plants Hyundai's India Hub: Chennai plant exports to 90+ countries β India = Global manufacturing base for right-hand drive" [X Link](https://x.com/sapal14814531/status/1979466967594553844) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:37Z XXX followers, XX engagements "Example: Divis Labs spends X% on R&D (contract manufacturer) Dr. Reddy's spends X% (innovative drug maker)" [X Link](https://x.com/sapal14814531/status/1978078386321801252) [@sapal14814531](/creator/x/sapal14814531) 2025-10-14T12:40Z XXX followers, 2531 engagements "The Two Types of Pharma Companies (This Determines Everything) Type 1: Generic Drug Makers Wait for patents to expire on brand drugs Make cheaper copies (same molecule different name) Compete on price and manufacturing efficiency Examples: Sun Pharma Cipla Lupin" [X Link](https://x.com/sapal14814531/status/1978078389182292388) [@sapal14814531](/creator/x/sapal14814531) 2025-10-14T12:40Z XXX followers, 2514 engagements "Understanding APIs vs Formulations (The Value Chain) APIs (Active Pharmaceutical Ingredients) The actual "medicine" part of the pill Like flour for bread - you need it but it's a commodity Low margins (10-15%) but stable demand Indian leaders: Divis Labs Laurus Labs" [X Link](https://x.com/sapal14814531/status/1978078395016585379) [@sapal14814531](/creator/x/sapal14814531) 2025-10-14T12:40Z XXX followers, 2645 engagements "Formulations APIs + excipients (binding agents) = final pill/injection Like the bread itself - higher value brand matters Higher margins (20-30%) but more competition Indian leaders: Sun Pharma Cipla" [X Link](https://x.com/sapal14814531/status/1978078397944258935) [@sapal14814531](/creator/x/sapal14814531) 2025-10-14T12:40Z XXX followers, 2162 engagements "Step 3: Selling Steel goes to: Car companies (Maruti) construction (builders) appliances (fridges) Aluminium goes to: Beverage cans airplane parts electrical wires" [X Link](https://x.com/sapal14814531/status/1978705287520383397) [@sapal14814531](/creator/x/sapal14814531) 2025-10-16T06:11Z XXX followers, XX engagements "The Two Main Types: Ferrous = Iron-based metals (Steel) Companies: Tata Steel JSW Steel SAIL Non-Ferrous = Everything else (Aluminium Copper Zinc) Companies: Hindalco (aluminium) Vedanta (many metals) Hindustan Zinc" [X Link](https://x.com/sapal14814531/status/1978705290716495980) [@sapal14814531](/creator/x/sapal14814531) 2025-10-16T06:11Z XXX followers, XXX engagements "Real Steel Company Data (Q1 FY26): Tata Steel: 15760/tonne β (BEST) Industry Average: 10000-12000/tonne Struggling mills: 5000-7000/tonne Source: Tata Steel Q1 FY26 results" [X Link](https://x.com/sapal14814531/status/1978705308970037267) [@sapal14814531](/creator/x/sapal14814531) 2025-10-16T06:11Z XXX followers, XX engagements "5/10 Integrated vs Non-Integrated Mills (The Make-or-Break Difference) This decides WHO survives and WHO dies Integrated Mills (Winners) Own EVERYTHING: Mines Blast Furnace Rolling Mills" [X Link](https://x.com/sapal14814531/status/1978705323956269413) [@sapal14814531](/creator/x/sapal14814531) 2025-10-16T06:11Z XXX followers, XX engagements "Tata Steel Example: Owns iron ore mines in Jharkhand Iron ore costs them: 500/tonne (just mining) Market price: 4000/tonne Saving: 3500/tonne Advantages: β Lower costs (free iron ore) β EBITDA: 12000-16000/tonne β Survive price crashes" [X Link](https://x.com/sapal14814531/status/1978705326972022939) [@sapal14814531](/creator/x/sapal14814531) 2025-10-16T06:11Z XXX followers, XX engagements "9/10 How to Pick Metal Stocks (Beginner Checklist) Step 1: Choose Metal Type β Non-Ferrous (safer now) - Hindalco Hindustan Zinc β Steel (riskier) - Tata Steel JSW Steel Step 2: Check Integration MUST own captive mines Look in annual report for "captive iron ore mines"" [X Link](https://x.com/sapal14814531/status/1978706965971784062) [@sapal14814531](/creator/x/sapal14814531) 2025-10-16T06:17Z XXX followers, XXX engagements "But Here's What They Don't Tell You: Stock Market Risks Gold Doesn't Have: 2008 Crash: Sensex fell XX% gold rose XX% β 2020 COVID: Sensex fell XX% gold rose XX% β Company bankruptcies: Satyam Yes Bank Jet Airways = ZERO Gold never goes bankrupt" [X Link](https://x.com/sapal14814531/status/1979239795395088740) [@sapal14814531](/creator/x/sapal14814531) 2025-10-17T17:35Z XXX followers, XX engagements "That's why the REAL money is in auto components not car making The Indian auto component industry = XXXX lakh crore (80.2 billion) turnover in FY25 β Growing at XX% CAGR (doubled in just X years) β Source: ACMA official data July 2025" [X Link](https://x.com/sapal14814531/status/1979462998939881867) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:22Z XXX followers, XX engagements "12/12 Investment Strategy: Who Wins the Next Decade The 3-Layer Opportunity: Layer 1: Component Giants (Safest Bet) Bosch India: EV-ready global demand Motherson Sumi: Wiring for EVs + ICE Balkrishna Industries: Specialty tires (global exports)" [X Link](https://x.com/sapal14814531/status/1979466973533868474) [@sapal14814531](/creator/x/sapal14814531) 2025-10-18T08:37Z XXX followers, XX engagements "2025 Specific Trends: E-commerce stocks benefiting (Zomato Nykaa) Quick commerce theme strong (Swiggy listing coming) Jewelry stocks (Titan Kalyan) at record highs" [X Link](https://x.com/sapal14814531/status/1980305988118061348) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:11Z XXX followers, XX engagements "7/9 Tech as the Real Distribution Multiplier AI-powered demand forecasting ensures no shelf runs empty before a festival. IoT sensors track perishable stocks and route optimization software prevents costly delays in congested cities" [X Link](https://x.com/sapal14814531/status/1979888406860828934) [@sapal14814531](/creator/x/sapal14814531) 2025-10-19T12:32Z XXX followers, XX engagements "πͺ Diwali Economics Deep Dive How India's Festival of Lights Powers the Economy (10-Point Thread) Part -X #Diwali2025 @vivbajaj" [X Link](https://x.com/sapal14814531/status/1980305970548117722) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:11Z XXX followers, XXX engagements "10/10 The Diwali Stock Market Pattern (Trade This) Historical Pattern (Last XX Years): Pre-Diwali (2 weeks before): Consumer stocks rally (HUL ITC Titan Bata) β Auto stocks gain (Maruti Bajaj Hero) β Banking stocks (consumer loan growth)" [X Link](https://x.com/sapal14814531/status/1980305975631650906) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:11Z XXX followers, XX engagements "3/12 Meet the Big 3: The Companies Running the Internet The Cloud Market (Q2 2025 - Verified Data): X Amazon Web Services (AWS):0% market share β Revenue: $XX billion (Q2 2025) Customers: Netflix Airbnb NASA CIA" [X Link](https://x.com/sapal14814531/status/1980538004012953901) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:33Z XXX followers, XX engagements "Microsoft Azure: XX% share (losing ground to Google) β Best for enterprises (Office XXX integration) AI focus: OpenAI partnership = differentiator Growing XX% YoY Google Cloud: XX% share but FASTEST growth β AI infrastructure leader Startup friendly" [X Link](https://x.com/sapal14814531/status/1980541658329673879) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "1/12 October XX 2025: The Morning the Internet Stopped Working Picture this: Monday morning 7:11 AM GMT. You open Snapchat Error Try Amazon Not loading Kids want Roblox Stuck on loading screen Banking app Can't log in Within minutes 50000+ complaints flooded" [X Link](https://x.com/sapal14814531/status/1980537979128238434) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:33Z XXX followers, XXX engagements "Airlines Chaos: Delta & United: Check-in systems down β Fortunately: NO flight cancellations (backup systems worked) Work From Home = Work From Nowhere: Zoom: Intermittent issues Slack: Message delays Notion: Databases inaccessible" [X Link](https://x.com/sapal14814531/status/1980538048111915170) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:34Z XXX followers, XX engagements "3. SaaS (Software as a Service) = Order from Restaurant AWS gives you: EVERYTHING ready to use YOU just: Use the application Example: Gmail Netflix Dropbox Like: Order food eat done Source: GeeksforGeeks OpenMetal" [X Link](https://x.com/sapal14814531/status/1980541586388971987) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "9/12 Why AWS Won the Cloud Wars (The Amazon Story) How AWS Started (The Accidental Billionaire Business): 2000: building infrastructure for Black Friday sales" [X Link](https://x.com/sapal14814531/status/1980541611202473997) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "Jeff Bezos's Lightbulb Moment: "Why not RENT our idle servers to other companies" 2006: AWS launches EC2 (Elastic Compute Cloud) First customer: A tiny startup called. Dropbox" [X Link](https://x.com/sapal14814531/status/1980541618395762932) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "10/12 The Shared Responsibility Model (Why YOU'RE Also Responsible) AWS Crash Course in Security: What AWS Secures (Security OF the cloud): β Physical data centers (guards biometric access) β Hardware (servers storage networking) β Network infrastructure" [X Link](https://x.com/sapal14814531/status/1980541625647657002) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "11/12 Could This Happen Again (The Multi-Cloud Future) The Wake-Up Call: Companies realized: "We're too dependent on ONE vendor" The Solution: Multi-Cloud Strategy Old Way (Single Cloud): XXX% on AWS If AWS down = You're DEAD" [X Link](https://x.com/sapal14814531/status/1980541641946722388) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "New Way (Multi-Cloud): XX% on AWS XX% on Azure XX% on Google Cloud If one fails = Other two keep running Real Companies Doing This: Netflix: Primarily AWS but has Azure backup Spotify: Multi-cloud from day X Uber: Uses AWS + Google Cloud" [X Link](https://x.com/sapal14814531/status/1980541645239251080) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "12/12 Investment Angle: Who Wins the Cloud Wars The Big X Investment Thesis: AWS (Amazon): Market leader: XX% share β Mature cash cow Growing 20-25% annually (still) But: October outage = Reputation damage" [X Link](https://x.com/sapal14814531/status/1980541655263637841) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "The Ultimate Lesson: October XX 2025 proved: The "cloud" is just someone else's computer Single point of failure = Global catastrophe XX% market concentration = Systemic risk" [X Link](https://x.com/sapal14814531/status/1980541668085665955) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "Downdetector β Social media EXPLODED: #AWSDown trending worldwide "Do I have to talk to real humans now" "Is this a cyberattack" The Panic Was Real: Airlines: Delta & United disrupted β Banking: UK banks (Lloyds Halifax) down β Gaming: Fortnite Roblox frozen β " [X Link](https://x.com/sapal14814531/status/1980537982550700503) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:33Z XXX followers, XXX engagements "The Scary Part: If just ONE of them goes down Billions affected That's exactly what happened October XX 2025" [X Link](https://x.com/sapal14814531/status/1980538010690294225) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:33Z XXX followers, XX engagements "4/12 The AWS Outage: What ACTUALLY Happened (Technical Breakdown Made Simple) The Chain Reaction of Doom: 7:11 AM GMT: The First Mistake AWS engineers push a routine update to DynamoDB DynamoDB = Database storing user data for MILLIONS of apps" [X Link](https://x.com/sapal14814531/status/1980538014075060403) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:33Z XXX followers, XX engagements "π§΅ Cloud Computing Deep Dive The Day Half the Internet Broke (12-Point Thread) (part 2) #AWS #CloudComputing @zerohedge" [X Link](https://x.com/sapal14814531/status/1980541579288080627) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XXX engagements "Why This Matters: When AWS DynamoDB (PaaS) went down ALL apps built on it crashed" [X Link](https://x.com/sapal14814531/status/1980541590117703837) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "2. Broad Network Access Access from phone laptop tablet anywhere Work from Goa beach or Himalayas Internet = Your office" [X Link](https://x.com/sapal14814531/status/1980541598007194084) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "Problem: Built for PEAK demand (50000 orders/second) Reality: Normal days = Only 5000 orders/second Result: XX% of servers sitting IDLE" [X Link](https://x.com/sapal14814531/status/1980541614578958346) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "What YOU Secure (Security IN the cloud): β Your data encryption β User access (who can login) β Application security (no bugs) β Firewall configuration Real-World Example:AWS's Job: Make sure building is locked electricity worksYour Job: Make sure YOUR apartment door is π" [X Link](https://x.com/sapal14814531/status/1980541630257197216) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "The Outage Reality: AWS failed their job (building maintenance issue) But most security breaches Customer mistakes Source: GeeksforGeeks DataCamp" [X Link](https://x.com/sapal14814531/status/1980541638239014916) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "But here's the truth: We're NOT going back to local storage Cloud is TOO convenient TOO cheap TOO powerful The future: Multi-cloud edge computing decentralized systems But AWS Azure Google will STILL dominate Because in the end: it's the internet's backbone" [X Link](https://x.com/sapal14814531/status/1980541671206236585) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "π¨ India Added More Solar in X Months Than Pakistan's ENTIRE Power Grid (Power Sector Deep Dive) Part -X #power #research" [X Link](https://x.com/sapal14814531/status/1980610085530333450) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T12:20Z XXX followers, XXX engagements "Receivables Days: How long customers take to pay 60-90 days = normal XXX days = collection issues Government hospitals in India pay very slowly" [X Link](https://x.com/sapal14814531/status/1978078434245972313) [@sapal14814531](/creator/x/sapal14814531) 2025-10-14T12:40Z XXX followers, 1488 engagements "Currency Impact (Often Ignored Always Important) For Export-Heavy Companies: 70%+ revenue from exports = high currency sensitivity X weakening vs $ = 2-3% revenue boost X strengthening vs $ = 2-3% revenue hit" [X Link](https://x.com/sapal14814531/status/1978078437219643594) [@sapal14814531](/creator/x/sapal14814531) 2025-10-14T12:40Z XXX followers, 1483 engagements "9/10 Stock Picking Checklist Step 1: Regional Check β Strong North/West presence = GOOD β Over-exposed South/East = RISKY Step 2: Capacity Use β XX% = Excellent β XX% = Avoid" [X Link](https://x.com/sapal14814531/status/1979140931438702665) [@sapal14814531](/creator/x/sapal14814531) 2025-10-17T11:02Z XXX followers, XX engagements "Step 3: EBITDA/Tonne β 1200/tonne = Premium β 900-1200 = Average β XXX = Struggling Step 4: Debt β Debt/Equity XXX = Safe Step 5: Growth Markets β Plants near Tier-2 cities = GOLD" [X Link](https://x.com/sapal14814531/status/1979140934081163520) [@sapal14814531](/creator/x/sapal14814531) 2025-10-17T11:02Z XXX followers, XX engagements "π§΅The Complete Guide to Indian FMCG Sector - Why Distribution Beats Brand #fmcg #research @sahil_vi @Iamsamirarora RT if FMCG now makes sense π§΅" [X Link](https://x.com/sapal14814531/status/1979888366352302560) [@sapal14814531](/creator/x/sapal14814531) 2025-10-19T12:32Z XXX followers, XXX engagements "1/9 What IS FMCG Why Is It Special FMCG = Fast-Moving Consumer Goods Think: soap chips biscuits toothpastethe everyday stuff in every home. These are low-margin high-volume goodsno one buys just once" [X Link](https://x.com/sapal14814531/status/1979888369368027468) [@sapal14814531](/creator/x/sapal14814531) 2025-10-19T12:32Z XXX followers, XX engagements "Colgate: Reached XX% of Indian households before most brands even hit XX% (by using camps school tie-ups and dental vans). Lesson: Brand spends matter but distribution reach makes or breaks FMCG market share" [X Link](https://x.com/sapal14814531/status/1979888403815797002) [@sapal14814531](/creator/x/sapal14814531) 2025-10-19T12:32Z XXX followers, XX engagements "Blockchain now tracks FMCG packs from factory to shelf fighting counterfeits and improving consumer trust. Standardizing last-mile delivery and rural micro-warehousing is the new branding spend" [X Link](https://x.com/sapal14814531/status/1979888410300141882) [@sapal14814531](/creator/x/sapal14814531) 2025-10-19T12:32Z XXX followers, XX engagements "That's bigger than India's entire wedding industry β Contributes 1.5-2% to annual GDP in just X weeks β Source: Plus500 Economic Analysis Reuters What This Means: Imagine XXX crore Indians spending together in just X days" [X Link](https://x.com/sapal14814531/status/1980305193905631743) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:08Z XXX followers, XX engagements "Beauty & Wellness: Makeup skincare fragrances β Health & Pharma: Nutritional supplements β Source: Unicommerce category analysis The Unique Insight: Traditional Items Dying: Generic diyas basic rangoli colors Plain sweets" [X Link](https://x.com/sapal14814531/status/1980305243297689660) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:08Z XXX followers, XX engagements "The Magic: You access THEIR powerful computers through the internet You pay only for what you use (like electricity) They maintain everything Source: GeeksforGeeks DataCamp" [X Link](https://x.com/sapal14814531/status/1980538000292606050) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:33Z XXX followers, XX engagements "2. PaaS (Platform as a Service) = Rent a Food Truck AWS gives you: Kitchen + Cooking tools pre-installed YOU handle: Just cooking your recipes (writing code) Example: Google App Engine AWS Elastic Beanstalk Like: Food truck with equipment ready you just cook" [X Link](https://x.com/sapal14814531/status/1980541582739927173) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "3. Resource Pooling AWS doesn't give you DEDICATED servers Shares one machine among XXX customers Like UberPool vs booking entire cab Cheaper for everyone" [X Link](https://x.com/sapal14814531/status/1980541601400385774) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "5. Pay-As-You-Go Like electricity meter Use XX GB Pay for XX GB Use XXX GB Pay for XXX GB No more buying servers that sit idle Source: GeeksforGeeks" [X Link](https://x.com/sapal14814531/status/1980541607834517529) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, X engagements "The Cost: 20-30% more expensive (managing multiple clouds) But: Insurance against $X billion losses Market Trend (2025): XX% of large enterprises now use 2+ clouds β Multi-cloud management tools booming business Source: Industry analysts cloud reports" [X Link](https://x.com/sapal14814531/status/1980541649420972079) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, X engagements "Every rupee spent creates a ripple: Retailer Distributor Manufacturer Raw material supplier Labor This ONE festival = XX% of India's annual retail sales β Source: Awaz The Voice" [X Link](https://x.com/sapal14814531/status/1980305198469005776) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:08Z XXX followers, XX engagements "4/10 The Auto Sector Turbo Boost (Nobody Talks About This) Diwali = Car Buying Season: Why People Buy Cars During Diwali: Lakshmi Puja: New vehicle = prosperity symbol Dealers offer MASSIVE discounts (best deals of year) Bonus season = cash in hand Source: Tata Motors" [X Link](https://x.com/sapal14814531/status/1980305227804021158) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:08Z XXX followers, XX engagements "The Pattern (Every Year): September: Slow sales (waiting for Diwali) October-November: Sales EXPLODE 40-50% β December: Normalizes What Sells Most: SUVs (Nexon Creta Scorpio) - Family upgrade Entry cars (Alto Wagon R) - First-time buyers" [X Link](https://x.com/sapal14814531/status/1980305231507599696) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:08Z XXX followers, XX engagements "New Trend Rising: Organic/millet-based sweets Smart home products (Alexa-enabled diyas) Eco-friendly dcor Gifting hampers (curated premium) Why This Matters for Investors: Companies selling premiumization win Diwali HUL ITC Marico Godrej Consumer benefit most" [X Link](https://x.com/sapal14814531/status/1980305248502886605) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:08Z XXX followers, XXX engagements "6/10 The Job Creation Machine: Millions Work Because of Diwali The Employment Boom Nobody Sees: Temporary Jobs Created (Sept-Nov): Retail & Sales: 2-3 million jobs β Logistics & Delivery: XXX million jobs β Manufacturing: X million jobs β Hospitality: 500000 jobs β " [X Link](https://x.com/sapal14814531/status/1980305252600684637) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:08Z XXX followers, XX engagements "Post-Diwali (2 weeks after): Profit booking in consumer stocks Metals & Infrastructure start outperforming Focus shifts to Q3 earnings" [X Link](https://x.com/sapal14814531/status/1980305984758394902) [@sapal14814531](/creator/x/sapal14814531) 2025-10-20T16:11Z XXX followers, XX engagements "Finance: Coinbase Robinhood Venmo dead β Entertainment: Disney+ Reddit Canva offline β Source: AlJazeera Time Magazine CNBC Half the internet was DOWN for XX hours But how did ONE company break HALF the internet" [X Link](https://x.com/sapal14814531/status/1980537985910370548) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:33Z XXX followers, XXX engagements "2 Microsoft Azure:0% market share β (Down from XX% last year) Strong in enterprise (Office XXX integration) **#3 Google Clou XX% market share β Fastest growing (+1% in just one quarter) Dominates AI infrastructure Combined: These X control XX% of the ENTIRE internet" [X Link](https://x.com/sapal14814531/status/1980538007385178513) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:33Z XXX followers, XXX engagements "The Concentration Risk: Imagine if every bank in India was in ONE building in Mumbai If that building catches fire Entire banking system collapses That's what happened with US-EAST-1" [X Link](https://x.com/sapal14814531/status/1980538037882048763) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:33Z XXX followers, XX engagements "6/12 Who Got Hit HARDEST (The Damage Report) Gaming World Frozen: Roblox: XX million daily users stuck β Fortnite: Tournaments canceled Call of Duty Mobile: Can't login Why All use AWS for player data storage" [X Link](https://x.com/sapal14814531/status/1980538041556218266) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:34Z XXX followers, XX engagements "Finance Panic: Coinbase: Crypto trading STOPPED β Robinhood: Can't buy/sell stocks β Venmo: Can't send money β Bank apps: UK banks down for hours β Source: Reuters CNBC Time" [X Link](https://x.com/sapal14814531/status/1980538044655759801) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:34Z XXX followers, XX engagements "The Genius Move: No upfront costs (vs buying servers = XX lakh minimum) Pay $XXXX per hour for server Scale up during sale scale down after Today: AWS revenue: $XX billion/year β More than Amazon's retail profit Largest in cloud: XX% market share β " [X Link](https://x.com/sapal14814531/status/1980541621965058332) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T07:48Z XXX followers, XX engagements "Why Higher Margins XX% revenue from PPAs (Power Purchase Agreements) = Fixed customers Newer more efficient plants Better coal procurement The Numbers: Average tariff: 4.16/unit (cheaper than NTPC's 4.70) β ROE: XXXX% (vs NTPC's 13.6%) β Lower debt: D/E = XXXX β " [X Link](https://x.com/sapal14814531/status/1980610089120833766) [@sapal14814531](/creator/x/sapal14814531) 2025-10-21T12:20Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Sapal bhaiya posts on X about india, stocks, $googl, money the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance technology brands stocks countries automotive brands cryptocurrencies social networks gaming exchanges
Social topic influence india, stocks, $googl, money, tier, deep dive #598, units, integration #705, banking #613, azure #497
Top assets mentioned Alphabet Inc Class A (GOOGL) The XX% Community (99) Microsoft Corp. (MSFT) Coinbase Global, Inc. (COIN) Robinhood Markets, Inc. (HOOD) Spotify Technology (SPOT) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last XX hours
"π§΅The Complete Guide to Indian Pharmaceutical Sector From Molecules to Money I'll break down EVERYTHING about how pharma actually works why it makes money and how to spot winners. Bookmark this @anuragsingh_as @LuckyInvest_ARK @VVVStockAnalyst"
X Link @sapal14814531 2025-10-14T12:40Z XXX followers, 56.9K engagements
"3/10 EBITDA Per Tonne: The ONLY Number That Matters EBITDA per tonne = Profit made on each tonne of steel Think Like a Samosa Seller: Sell for XX ingredients cost X Profit = X per samosa That's your "EBITDA per samosa""
X Link @sapal14814531 2025-10-16T06:11Z XXX followers, XX engagements
"Safe Ranges: XXX = Super safe 0.5-1.2 = Safe 1.2-2.0 = Moderate risk XXX = High risk (experts only)"
X Link @sapal14814531 2025-10-16T06:17Z XXX followers, XX engagements
"Here's what REALLY happens: Your XX lakh Swift contains 30000 different parts β
Maruti makes: XX% of the car (engine assembly + final assembly)Suppliers make: XX% of everything else β
"
X Link @sapal14814531 2025-10-18T08:22Z XXX followers, XX engagements
"The Mind-Blowing Reality: For every XXX you pay: XX goes to component suppliers (Bosch Motherson Minda) β
XX goes to R&D & testing XX goes to labor & advertising XX goes to taxes Maruti's profit Only X β
Source: Vehicle Database cost breakdown PIB Govt"
X Link @sapal14814531 2025-10-18T08:22Z XXX followers, XX engagements
"2/12 The XX Lakh Car: Where Every Rupee Goes (Complete Breakdown) Let's decode a XX lakh Maruti Swift from factory to your garage: Manufacturing Cost: XXX lakh Materials (5.7 lakh - XX% of price): Steel body panels: XXX lakh (from Tata Steel)"
X Link @sapal14814531 2025-10-18T08:22Z XXX followers, XX engagements
"Engine components: XXX lakh (pistons crankshaft valves) Electronics: X lakh (ECU sensors infotainment - from Bosch) Interior: 80000 (seats dashboard AC) Tires & wheels: 40000 (Apollo MRF) Paint & chemicals: 50000 (7 layers of paint)"
X Link @sapal14814531 2025-10-18T08:22Z XXX followers, XX engagements
"3. The Price Collapse 2015: SUVs cost XX% more than sedans 2025: SUVs cost only XX% more Sedan: 10-12 lakh Compact SUV: 10-14 lakh Why buy sedan when SUV costs almost same"
X Link @sapal14814531 2025-10-18T08:22Z XXX followers, XX engagements
"4. The Joint Family Flex X people + luggage for weekend trip Sedans cramped = uncomfortable SUVs spacious = hero of the family The Death Certificate: Honda City sales: 2015: 90000 2024: 45000 (HALVED) β
Hyundai Creta sales: 2015: 78000 2024: 165000 (DOUBLED) β
"
X Link @sapal14814531 2025-10-18T08:22Z XXX followers, XXX engagements
"In an EV: Electric motor = XX moving parts No transmission = X parts No exhaust = X parts Total moving parts: XX (100X simpler) The Component Revolution: Who LOSES: Engine makers (entire 50000 crore industry at risk) Exhaust system companies"
X Link @sapal14814531 2025-10-18T08:32Z XXX followers, XX engagements
"Transmission specialists Fuel injection makers Who WINS: Battery makers: Exide Amara Raja (1 lakh crore opportunity) Electronics: Bosch Minda (motors inverters) Charging infrastructure: Tata Power Fortum"
X Link @sapal14814531 2025-10-18T08:32Z XXX followers, XXX engagements
"The Transition Pain: Companies invested 10000+ crore in engine technology All becoming worthless in next XX years Smart Players: Bosch already XX% revenue from EV components β
Motherson pivoted to EV wiring early"
X Link @sapal14814531 2025-10-18T08:32Z XXX followers, XX engagements
"7/12 The Tier Pyramid: Where REAL Money Hides Think Car Industry = Only Car Makers WRONG The Hidden Ecosystem: India's Auto Component Industry: Turnover: XXXX lakh crore (FY25) β
Employs: XXX million people directly β
Contributes: XXX% to India's GDP β
"
X Link @sapal14814531 2025-10-18T08:32Z XXX followers, XX engagements
"The 3-Tier System (Explained Simply): Tier 1: The Giants (40-50% margins) Bosch: Delivers complete braking system to Maruti Motherson: Delivers entire wiring harness ready Direct relationship with OEMs These are listed companies you can invest inrowing at XX% CAGR β
"
X Link @sapal14814531 2025-10-18T08:32Z XXX followers, XX engagements
"Direct relationship with OEMs These are listed companies you can invest in Example: Bosch makes 1000 ABS system sells for 1400 = XX% margin Tier 2: The Specialists (20-30% margins) Make brake pistons Sell to Bosch Make wire insulation Sell to Motherson"
X Link @sapal14814531 2025-10-18T08:32Z XXX followers, XX engagements
"Mostly unlisted family businesses Tier 3: The Raw Processors (10-15% margins) Metal forging shops Plastic molding units Mostly MSMEs not investable The Shocking Truth:"
X Link @sapal14814531 2025-10-18T08:32Z XXX followers, XX engagements
"Brake test: Emergency stop from XX kmph Computer scan: 500+ parameters checked Hour 9-10: PDI (Pre-Delivery Inspection) Fluid levels Tire pressure Test drive on plant track Your car drives off ready to go"
X Link @sapal14814531 2025-10-18T08:32Z XXX followers, XX engagements
"9/12 September 2025: The Month Auto Industry Turned Upside Down The Battle Royale (Sept 2025 Sales): **#1 Maruti Suzuki: 1665 units (+3% YoY) β
BUT: Domestic sales actually FELL Saved by exports: 42204 units (+32% YoY) β
The King is wounded but not dead"
X Link @sapal14814531 2025-10-18T08:32Z XXX followers, XX engagements
"π§΅ Indian Auto Sector Deep Dive The XX Lakh Crore Empire Nobody Told You About (Part 3)"
X Link @sapal14814531 2025-10-18T08:37Z XXX followers, XXX engagements
"2 Tataotors: 96769 units (+36% YoY) β
HISTORIC: Best month EVER β
Nexon: 22500 units (highest ever for any Tata model) β
EVs nearly DOUBLED: 9191 units (+96% YoY) β
Source: Carlelo Angel One"
X Link @sapal14814531 2025-10-18T08:37Z XXX followers, XX engagements
"3 Mahindra:00298 units (+16% YoY) β
SUV King: 56233 SUVs (highest ever) β
Scorpio-N XUV700 Thar - ALL breaking records Wait lists: XXX lakh orders X Hyundai:0347 units (+10% YoY) Shocking: Slipped from #2 to #4 Over-dependence on Creta (one model = XX% sales)"
X Link @sapal14814531 2025-10-18T08:37Z XXX followers, XX engagements
"10/12 The Dealership Gold Mine (Hidden Profit Stream) You Think Dealers Make 5-7% Margin WRONG The REAL Dealership P&L (on your XX lakh Swift): Revenue Streams: X. Car Margin: 80000 (8%) Buy from Maruti: XXX lakh Sell to you: XX lakh"
X Link @sapal14814531 2025-10-18T08:37Z XXX followers, XX engagements
"2. Insurance Commission: 15000 Insurance company pays dealer for selling policy Pure profit X. Extended Warranty: 10000 Cost to dealer: 2000 Sell to you: 12000 Margin: 10000 (500%)"
X Link @sapal14814531 2025-10-18T08:37Z XXX followers, XX engagements
"Why India is Winning Export Game: Cost Advantage (The Real Numbers): Indian engineer: XX lakh/year German engineer: 50000/year (45 lakh) Labor cost: 1/5th of China 1/10th of Europe Land cost: 1/3rd of China"
X Link @sapal14814531 2025-10-18T08:37Z XXX followers, XX engagements
"Quality Matching: Maruti's Manesar plant = Meets Japanese export standards Tata's Pune plant = Supplies to Jaguar Land Rover "Made in India" Low quality anymore"
X Link @sapal14814531 2025-10-18T08:37Z XXX followers, XX engagements
"The Strategy: Suzuki's Master Plan: Makes cars in India (low cost) Exports to Japan Europe Africa Indian plants cheaper than Japanese plants Hyundai's India Hub: Chennai plant exports to 90+ countries β
India = Global manufacturing base for right-hand drive"
X Link @sapal14814531 2025-10-18T08:37Z XXX followers, XX engagements
"Example: Divis Labs spends X% on R&D (contract manufacturer) Dr. Reddy's spends X% (innovative drug maker)"
X Link @sapal14814531 2025-10-14T12:40Z XXX followers, 2531 engagements
"The Two Types of Pharma Companies (This Determines Everything) Type 1: Generic Drug Makers Wait for patents to expire on brand drugs Make cheaper copies (same molecule different name) Compete on price and manufacturing efficiency Examples: Sun Pharma Cipla Lupin"
X Link @sapal14814531 2025-10-14T12:40Z XXX followers, 2514 engagements
"Understanding APIs vs Formulations (The Value Chain) APIs (Active Pharmaceutical Ingredients) The actual "medicine" part of the pill Like flour for bread - you need it but it's a commodity Low margins (10-15%) but stable demand Indian leaders: Divis Labs Laurus Labs"
X Link @sapal14814531 2025-10-14T12:40Z XXX followers, 2645 engagements
"Formulations APIs + excipients (binding agents) = final pill/injection Like the bread itself - higher value brand matters Higher margins (20-30%) but more competition Indian leaders: Sun Pharma Cipla"
X Link @sapal14814531 2025-10-14T12:40Z XXX followers, 2162 engagements
"Step 3: Selling Steel goes to: Car companies (Maruti) construction (builders) appliances (fridges) Aluminium goes to: Beverage cans airplane parts electrical wires"
X Link @sapal14814531 2025-10-16T06:11Z XXX followers, XX engagements
"The Two Main Types: Ferrous = Iron-based metals (Steel) Companies: Tata Steel JSW Steel SAIL Non-Ferrous = Everything else (Aluminium Copper Zinc) Companies: Hindalco (aluminium) Vedanta (many metals) Hindustan Zinc"
X Link @sapal14814531 2025-10-16T06:11Z XXX followers, XXX engagements
"Real Steel Company Data (Q1 FY26): Tata Steel: 15760/tonne β
(BEST) Industry Average: 10000-12000/tonne Struggling mills: 5000-7000/tonne Source: Tata Steel Q1 FY26 results"
X Link @sapal14814531 2025-10-16T06:11Z XXX followers, XX engagements
"5/10 Integrated vs Non-Integrated Mills (The Make-or-Break Difference) This decides WHO survives and WHO dies Integrated Mills (Winners) Own EVERYTHING: Mines Blast Furnace Rolling Mills"
X Link @sapal14814531 2025-10-16T06:11Z XXX followers, XX engagements
"Tata Steel Example: Owns iron ore mines in Jharkhand Iron ore costs them: 500/tonne (just mining) Market price: 4000/tonne Saving: 3500/tonne Advantages: β
Lower costs (free iron ore) β
EBITDA: 12000-16000/tonne β
Survive price crashes"
X Link @sapal14814531 2025-10-16T06:11Z XXX followers, XX engagements
"9/10 How to Pick Metal Stocks (Beginner Checklist) Step 1: Choose Metal Type β
Non-Ferrous (safer now) - Hindalco Hindustan Zinc β
Steel (riskier) - Tata Steel JSW Steel Step 2: Check Integration MUST own captive mines Look in annual report for "captive iron ore mines""
X Link @sapal14814531 2025-10-16T06:17Z XXX followers, XXX engagements
"But Here's What They Don't Tell You: Stock Market Risks Gold Doesn't Have: 2008 Crash: Sensex fell XX% gold rose XX% β
2020 COVID: Sensex fell XX% gold rose XX% β
Company bankruptcies: Satyam Yes Bank Jet Airways = ZERO Gold never goes bankrupt"
X Link @sapal14814531 2025-10-17T17:35Z XXX followers, XX engagements
"That's why the REAL money is in auto components not car making The Indian auto component industry = XXXX lakh crore (80.2 billion) turnover in FY25 β
Growing at XX% CAGR (doubled in just X years) β
Source: ACMA official data July 2025"
X Link @sapal14814531 2025-10-18T08:22Z XXX followers, XX engagements
"12/12 Investment Strategy: Who Wins the Next Decade The 3-Layer Opportunity: Layer 1: Component Giants (Safest Bet) Bosch India: EV-ready global demand Motherson Sumi: Wiring for EVs + ICE Balkrishna Industries: Specialty tires (global exports)"
X Link @sapal14814531 2025-10-18T08:37Z XXX followers, XX engagements
"2025 Specific Trends: E-commerce stocks benefiting (Zomato Nykaa) Quick commerce theme strong (Swiggy listing coming) Jewelry stocks (Titan Kalyan) at record highs"
X Link @sapal14814531 2025-10-20T16:11Z XXX followers, XX engagements
"7/9 Tech as the Real Distribution Multiplier AI-powered demand forecasting ensures no shelf runs empty before a festival. IoT sensors track perishable stocks and route optimization software prevents costly delays in congested cities"
X Link @sapal14814531 2025-10-19T12:32Z XXX followers, XX engagements
"πͺ Diwali Economics Deep Dive How India's Festival of Lights Powers the Economy (10-Point Thread) Part -X #Diwali2025 @vivbajaj"
X Link @sapal14814531 2025-10-20T16:11Z XXX followers, XXX engagements
"10/10 The Diwali Stock Market Pattern (Trade This) Historical Pattern (Last XX Years): Pre-Diwali (2 weeks before): Consumer stocks rally (HUL ITC Titan Bata) β
Auto stocks gain (Maruti Bajaj Hero) β
Banking stocks (consumer loan growth)"
X Link @sapal14814531 2025-10-20T16:11Z XXX followers, XX engagements
"3/12 Meet the Big 3: The Companies Running the Internet The Cloud Market (Q2 2025 - Verified Data): X Amazon Web Services (AWS):0% market share β
Revenue: $XX billion (Q2 2025) Customers: Netflix Airbnb NASA CIA"
X Link @sapal14814531 2025-10-21T07:33Z XXX followers, XX engagements
"Microsoft Azure: XX% share (losing ground to Google) β
Best for enterprises (Office XXX integration) AI focus: OpenAI partnership = differentiator Growing XX% YoY Google Cloud: XX% share but FASTEST growth β
AI infrastructure leader Startup friendly"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"1/12 October XX 2025: The Morning the Internet Stopped Working Picture this: Monday morning 7:11 AM GMT. You open Snapchat Error Try Amazon Not loading Kids want Roblox Stuck on loading screen Banking app Can't log in Within minutes 50000+ complaints flooded"
X Link @sapal14814531 2025-10-21T07:33Z XXX followers, XXX engagements
"Airlines Chaos: Delta & United: Check-in systems down β
Fortunately: NO flight cancellations (backup systems worked) Work From Home = Work From Nowhere: Zoom: Intermittent issues Slack: Message delays Notion: Databases inaccessible"
X Link @sapal14814531 2025-10-21T07:34Z XXX followers, XX engagements
"3. SaaS (Software as a Service) = Order from Restaurant AWS gives you: EVERYTHING ready to use YOU just: Use the application Example: Gmail Netflix Dropbox Like: Order food eat done Source: GeeksforGeeks OpenMetal"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"9/12 Why AWS Won the Cloud Wars (The Amazon Story) How AWS Started (The Accidental Billionaire Business): 2000: building infrastructure for Black Friday sales"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"Jeff Bezos's Lightbulb Moment: "Why not RENT our idle servers to other companies" 2006: AWS launches EC2 (Elastic Compute Cloud) First customer: A tiny startup called. Dropbox"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"10/12 The Shared Responsibility Model (Why YOU'RE Also Responsible) AWS Crash Course in Security: What AWS Secures (Security OF the cloud): β
Physical data centers (guards biometric access) β
Hardware (servers storage networking) β
Network infrastructure"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"11/12 Could This Happen Again (The Multi-Cloud Future) The Wake-Up Call: Companies realized: "We're too dependent on ONE vendor" The Solution: Multi-Cloud Strategy Old Way (Single Cloud): XXX% on AWS If AWS down = You're DEAD"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"New Way (Multi-Cloud): XX% on AWS XX% on Azure XX% on Google Cloud If one fails = Other two keep running Real Companies Doing This: Netflix: Primarily AWS but has Azure backup Spotify: Multi-cloud from day X Uber: Uses AWS + Google Cloud"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"12/12 Investment Angle: Who Wins the Cloud Wars The Big X Investment Thesis: AWS (Amazon): Market leader: XX% share β
Mature cash cow Growing 20-25% annually (still) But: October outage = Reputation damage"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"The Ultimate Lesson: October XX 2025 proved: The "cloud" is just someone else's computer Single point of failure = Global catastrophe XX% market concentration = Systemic risk"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"Downdetector β
Social media EXPLODED: #AWSDown trending worldwide "Do I have to talk to real humans now" "Is this a cyberattack" The Panic Was Real: Airlines: Delta & United disrupted β
Banking: UK banks (Lloyds Halifax) down β
Gaming: Fortnite Roblox frozen β
"
X Link @sapal14814531 2025-10-21T07:33Z XXX followers, XXX engagements
"The Scary Part: If just ONE of them goes down Billions affected That's exactly what happened October XX 2025"
X Link @sapal14814531 2025-10-21T07:33Z XXX followers, XX engagements
"4/12 The AWS Outage: What ACTUALLY Happened (Technical Breakdown Made Simple) The Chain Reaction of Doom: 7:11 AM GMT: The First Mistake AWS engineers push a routine update to DynamoDB DynamoDB = Database storing user data for MILLIONS of apps"
X Link @sapal14814531 2025-10-21T07:33Z XXX followers, XX engagements
"π§΅ Cloud Computing Deep Dive The Day Half the Internet Broke (12-Point Thread) (part 2) #AWS #CloudComputing @zerohedge"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XXX engagements
"Why This Matters: When AWS DynamoDB (PaaS) went down ALL apps built on it crashed"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"2. Broad Network Access Access from phone laptop tablet anywhere Work from Goa beach or Himalayas Internet = Your office"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"Problem: Built for PEAK demand (50000 orders/second) Reality: Normal days = Only 5000 orders/second Result: XX% of servers sitting IDLE"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"What YOU Secure (Security IN the cloud): β Your data encryption β User access (who can login) β Application security (no bugs) β Firewall configuration Real-World Example:AWS's Job: Make sure building is locked electricity worksYour Job: Make sure YOUR apartment door is π"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"The Outage Reality: AWS failed their job (building maintenance issue) But most security breaches Customer mistakes Source: GeeksforGeeks DataCamp"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"But here's the truth: We're NOT going back to local storage Cloud is TOO convenient TOO cheap TOO powerful The future: Multi-cloud edge computing decentralized systems But AWS Azure Google will STILL dominate Because in the end: it's the internet's backbone"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"π¨ India Added More Solar in X Months Than Pakistan's ENTIRE Power Grid (Power Sector Deep Dive) Part -X #power #research"
X Link @sapal14814531 2025-10-21T12:20Z XXX followers, XXX engagements
"Receivables Days: How long customers take to pay 60-90 days = normal XXX days = collection issues Government hospitals in India pay very slowly"
X Link @sapal14814531 2025-10-14T12:40Z XXX followers, 1488 engagements
"Currency Impact (Often Ignored Always Important) For Export-Heavy Companies: 70%+ revenue from exports = high currency sensitivity X weakening vs $ = 2-3% revenue boost X strengthening vs $ = 2-3% revenue hit"
X Link @sapal14814531 2025-10-14T12:40Z XXX followers, 1483 engagements
"9/10 Stock Picking Checklist Step 1: Regional Check β
Strong North/West presence = GOOD β
Over-exposed South/East = RISKY Step 2: Capacity Use β
XX% = Excellent β
XX% = Avoid"
X Link @sapal14814531 2025-10-17T11:02Z XXX followers, XX engagements
"Step 3: EBITDA/Tonne β
1200/tonne = Premium β
900-1200 = Average β
XXX = Struggling Step 4: Debt β
Debt/Equity XXX = Safe Step 5: Growth Markets β
Plants near Tier-2 cities = GOLD"
X Link @sapal14814531 2025-10-17T11:02Z XXX followers, XX engagements
"π§΅The Complete Guide to Indian FMCG Sector - Why Distribution Beats Brand #fmcg #research @sahil_vi @Iamsamirarora RT if FMCG now makes sense π§΅"
X Link @sapal14814531 2025-10-19T12:32Z XXX followers, XXX engagements
"1/9 What IS FMCG Why Is It Special FMCG = Fast-Moving Consumer Goods Think: soap chips biscuits toothpastethe everyday stuff in every home. These are low-margin high-volume goodsno one buys just once"
X Link @sapal14814531 2025-10-19T12:32Z XXX followers, XX engagements
"Colgate: Reached XX% of Indian households before most brands even hit XX% (by using camps school tie-ups and dental vans). Lesson: Brand spends matter but distribution reach makes or breaks FMCG market share"
X Link @sapal14814531 2025-10-19T12:32Z XXX followers, XX engagements
"Blockchain now tracks FMCG packs from factory to shelf fighting counterfeits and improving consumer trust. Standardizing last-mile delivery and rural micro-warehousing is the new branding spend"
X Link @sapal14814531 2025-10-19T12:32Z XXX followers, XX engagements
"That's bigger than India's entire wedding industry β
Contributes 1.5-2% to annual GDP in just X weeks β
Source: Plus500 Economic Analysis Reuters What This Means: Imagine XXX crore Indians spending together in just X days"
X Link @sapal14814531 2025-10-20T16:08Z XXX followers, XX engagements
"Beauty & Wellness: Makeup skincare fragrances β
Health & Pharma: Nutritional supplements β
Source: Unicommerce category analysis The Unique Insight: Traditional Items Dying: Generic diyas basic rangoli colors Plain sweets"
X Link @sapal14814531 2025-10-20T16:08Z XXX followers, XX engagements
"The Magic: You access THEIR powerful computers through the internet You pay only for what you use (like electricity) They maintain everything Source: GeeksforGeeks DataCamp"
X Link @sapal14814531 2025-10-21T07:33Z XXX followers, XX engagements
"2. PaaS (Platform as a Service) = Rent a Food Truck AWS gives you: Kitchen + Cooking tools pre-installed YOU handle: Just cooking your recipes (writing code) Example: Google App Engine AWS Elastic Beanstalk Like: Food truck with equipment ready you just cook"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"3. Resource Pooling AWS doesn't give you DEDICATED servers Shares one machine among XXX customers Like UberPool vs booking entire cab Cheaper for everyone"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"5. Pay-As-You-Go Like electricity meter Use XX GB Pay for XX GB Use XXX GB Pay for XXX GB No more buying servers that sit idle Source: GeeksforGeeks"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, X engagements
"The Cost: 20-30% more expensive (managing multiple clouds) But: Insurance against $X billion losses Market Trend (2025): XX% of large enterprises now use 2+ clouds β
Multi-cloud management tools booming business Source: Industry analysts cloud reports"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, X engagements
"Every rupee spent creates a ripple: Retailer Distributor Manufacturer Raw material supplier Labor This ONE festival = XX% of India's annual retail sales β
Source: Awaz The Voice"
X Link @sapal14814531 2025-10-20T16:08Z XXX followers, XX engagements
"4/10 The Auto Sector Turbo Boost (Nobody Talks About This) Diwali = Car Buying Season: Why People Buy Cars During Diwali: Lakshmi Puja: New vehicle = prosperity symbol Dealers offer MASSIVE discounts (best deals of year) Bonus season = cash in hand Source: Tata Motors"
X Link @sapal14814531 2025-10-20T16:08Z XXX followers, XX engagements
"The Pattern (Every Year): September: Slow sales (waiting for Diwali) October-November: Sales EXPLODE 40-50% β
December: Normalizes What Sells Most: SUVs (Nexon Creta Scorpio) - Family upgrade Entry cars (Alto Wagon R) - First-time buyers"
X Link @sapal14814531 2025-10-20T16:08Z XXX followers, XX engagements
"New Trend Rising: Organic/millet-based sweets Smart home products (Alexa-enabled diyas) Eco-friendly dcor Gifting hampers (curated premium) Why This Matters for Investors: Companies selling premiumization win Diwali HUL ITC Marico Godrej Consumer benefit most"
X Link @sapal14814531 2025-10-20T16:08Z XXX followers, XXX engagements
"6/10 The Job Creation Machine: Millions Work Because of Diwali The Employment Boom Nobody Sees: Temporary Jobs Created (Sept-Nov): Retail & Sales: 2-3 million jobs β
Logistics & Delivery: XXX million jobs β
Manufacturing: X million jobs β
Hospitality: 500000 jobs β
"
X Link @sapal14814531 2025-10-20T16:08Z XXX followers, XX engagements
"Post-Diwali (2 weeks after): Profit booking in consumer stocks Metals & Infrastructure start outperforming Focus shifts to Q3 earnings"
X Link @sapal14814531 2025-10-20T16:11Z XXX followers, XX engagements
"Finance: Coinbase Robinhood Venmo dead β
Entertainment: Disney+ Reddit Canva offline β
Source: AlJazeera Time Magazine CNBC Half the internet was DOWN for XX hours But how did ONE company break HALF the internet"
X Link @sapal14814531 2025-10-21T07:33Z XXX followers, XXX engagements
"2 Microsoft Azure:0% market share β
(Down from XX% last year) Strong in enterprise (Office XXX integration) **#3 Google Clou XX% market share β
Fastest growing (+1% in just one quarter) Dominates AI infrastructure Combined: These X control XX% of the ENTIRE internet"
X Link @sapal14814531 2025-10-21T07:33Z XXX followers, XXX engagements
"The Concentration Risk: Imagine if every bank in India was in ONE building in Mumbai If that building catches fire Entire banking system collapses That's what happened with US-EAST-1"
X Link @sapal14814531 2025-10-21T07:33Z XXX followers, XX engagements
"6/12 Who Got Hit HARDEST (The Damage Report) Gaming World Frozen: Roblox: XX million daily users stuck β
Fortnite: Tournaments canceled Call of Duty Mobile: Can't login Why All use AWS for player data storage"
X Link @sapal14814531 2025-10-21T07:34Z XXX followers, XX engagements
"Finance Panic: Coinbase: Crypto trading STOPPED β
Robinhood: Can't buy/sell stocks β
Venmo: Can't send money β
Bank apps: UK banks down for hours β
Source: Reuters CNBC Time"
X Link @sapal14814531 2025-10-21T07:34Z XXX followers, XX engagements
"The Genius Move: No upfront costs (vs buying servers = XX lakh minimum) Pay $XXXX per hour for server Scale up during sale scale down after Today: AWS revenue: $XX billion/year β
More than Amazon's retail profit Largest in cloud: XX% market share β
"
X Link @sapal14814531 2025-10-21T07:48Z XXX followers, XX engagements
"Why Higher Margins XX% revenue from PPAs (Power Purchase Agreements) = Fixed customers Newer more efficient plants Better coal procurement The Numbers: Average tariff: 4.16/unit (cheaper than NTPC's 4.70) β
ROE: XXXX% (vs NTPC's 13.6%) β
Lower debt: D/E = XXXX β
"
X Link @sapal14814531 2025-10-21T12:20Z XXX followers, XX engagements
/creator/twitter::sapal14814531