[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.] #  @selvaprathee Investors Compass Investors Compass posts on X about india, strong, money, $528m the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2165141011/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +137% - X Year XXXXXXXXX +6,374,812% ### Mentions: XX [#](/creator/twitter::2165141011/posts_active)  - X Week XX -XX% - X Month XX -XXXX% - X Months XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::2165141011/followers)  - X Week XXXXXX +0.83% - X Month XXXXXX +6.10% - X Months XXXXXX +102% ### CreatorRank: XXXXXXX [#](/creator/twitter::2165141011/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXXX% [stocks](/list/stocks) XXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [india](/topic/india) 17.39%, [strong](/topic/strong) 13.04%, [money](/topic/money) 8.7%, [$528m](/topic/$528m) #1, [level](/topic/level) 8.7%, [$13b](/topic/$13b) #5, [$2b](/topic/$2b) #21, [bank](/topic/bank) 4.35%, [stocks](/topic/stocks) 4.35%, [just a](/topic/just-a) XXXX% **Top accounts mentioned or mentioned by** [@garg_aditya_](/creator/undefined) [@sharmaaniket03](/creator/undefined) [@rohantantia](/creator/undefined) [@ramkuma66261700](/creator/undefined) [@breakoutchart__](/creator/undefined) [@hariniv2505](/creator/undefined) [@dhawaldoshi5](/creator/undefined) [@akash17971](/creator/undefined) [@mf360ww](/creator/undefined) [@vishpradp](/creator/undefined) [@viralbshah](/creator/undefined) [@suryachaudhary1](/creator/undefined) [@kanthariyajr](/creator/undefined) [@anvith_](/creator/undefined) [@joseadi32137437](/creator/undefined) [@compoundingfund](/creator/undefined) [@deepakash1330](/creator/undefined) [@maddycyber7](/creator/undefined) [@leonetworkio](/creator/undefined) [@grok](/creator/undefined) **Top assets mentioned** [Mastercard, Inc. (MA)](/topic/$ma) ### Top Social Posts Top posts by engagements in the last XX hours "Top Stocks Bought by Mutual Funds in September 2025 Lets try to understand how they positioned before Q2 results And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹HDFC Bank Ltd. ➡+6.0% 🔹Kotak Mahindra Bank Ltd. ➡+5.1% 🔹Axis Bank Ltd. ➡+6.8% 🔹Power Grid Corporation of India Ltd. ➡+5.9% 🔹Mahindra & Mahindra Ltd. ➡+7.1% X HDFC Flexi Cap Fund 🔹Axis Bank Ltd. ➡+8.3% 🔹Cohance Lifesciences Ltd. ➡New Entry: XXXXX Cr 🔹State Bank of India ➡+8.7% 🔹Eicher Motors Ltd. ➡+14.8% 🔹HDFC Bank Ltd. ➡+4.1% X Helios Flexi Cap Fund 🔹NTPC Ltd. ➡+2210% 🔹Niva Bupa Health Insurance Co." [X Link](https://x.com/selvaprathee/status/1978301343665185206) 2025-10-15T03:26Z 18.6K followers, 298.2K engagements "Chemicals Powering EMS & Semiconductor Industries Top Indian Makers - Everyone talks about Dixon Syrma Kaynes and the EMS explosion. - But few notice the chemicals these factories rely on solvents etchants fluoropolymers photoresists. - And just a handful of Indian companies make them Why it matters: Every wafer needs to be cleaned 50+ times. Every PCB needs coatings that can survive solder heat. Every chip needs encapsulants etchants fluoropolymers and electrolytes. This isnt commodity chemistry its precision-grade fabs-approved IP. Now meet the XX listed Indian stocks fueling this boom" [X Link](https://x.com/selvaprathee/status/1947561722937807260) 2025-07-22T07:37Z 18.6K followers, 434.8K engagements "Eternal (Zomato) - Wealth Creator or Destroyer - Retail View: P/E 1059x ROE XXX% margins wafer-thin Bubble stay away - Forward Lens: Earnings set to grow 15x & margins double story flips in XX months - Will Eternal turn into a Wealth Creator for patient long investors or remain a Wealth Destroyer for short term chasers Lets see X Blinkit = Growth Engine GOV: +140% YoY (total order value) NOV: +127% YoY +25% QoQ (value after discounts) Dark Stores: 1500+ potential to double to 3000 X% growth from new areas existing cities driving demand Mature stores profitable new Tier-2/3 stores still" [X Link](https://x.com/selvaprathee/status/1966111664375464057) 2025-09-11T12:08Z 18.6K followers, 207.3K engagements "Zen Technologies Order Inflow Tracker vs guidance ✦ Q2 FY26 order book: XXX Cr XXX Cr equipment XXX Cr AMC + subsidiaries (as disclosed in concall) ✦ Management stance: H2 order inflows expected including the XXX to XXX Cr simulator tender pushed from H1 FY26 remains muted order execution visibility shifts to FY27 to FY28 In Q3 Zen has reported three MoD orders upto now ✦ XXX Cr Anti-Drone upgrade XX Oct 2025 ✦ XXX Cr Tank Gunnery Simulators XX Nov 2025 ✦ XXX Cr Combat Training Node at Mhow XX Dec 2025 - This supports managements concall view that H2 order inflows were timing-driven and" [X Link](https://x.com/selvaprathee/status/1997321473590190352) 2025-12-06T15:05Z 18.6K followers, 6316 engagements "Mphasis Key Execution Catalysts to Monitor X TCV Revenue Conversion Inflection $528M Q2 TCV second consecutive quarter at this level H1 TCV ($1.3B) already exceeds FY25 full-year LTM TCV $2B; management confident of upticking to the next level X AI Platforms Driving Demand & Pricing XX% of Q2 TCV wins are AI-led XX% of overall pipeline now AI-centric NeoIP positioned as continuous enterprise transformation engine NeoCru shows 20-30% productivity lift + XX% tech debt reduction X Vertical Strength Led by BFSI + Insurance Direct BFS +17.3% YoY growth outlook intact into H2 Insurance +32% YoY CC" [X Link](https://x.com/selvaprathee/status/1997982833152069663) 2025-12-08T10:53Z 18.6K followers, 7914 engagements "Indian IT FY26 Setup: Guidance vs Deal Reality (Nuvama Thesis Investor Compass Decode) - FY26 for Indian IT is not a broad based recovery. - Its a selective execution cycle. Lets decode what Nuvama is really telling us X Growth: Bottoming Not Re-accelerating (Yet) Q2FY26 saw growth beat expectations almost all companies reported QoQ decline Large caps returned to sequential growth Tier-2 continued to outperform Nuvama expects X to X quarters of near term softness due to macro & tariff uncertainty ➡ Growth has stabilised not entered a strong upcycle. X Guidance: Maintained Across the Board =" [X Link](https://x.com/selvaprathee/status/1998346324865863767) 2025-12-09T10:57Z 18.6K followers, 14.9K engagements "Hotels Quiet Q2 Strong H2 Loading Mirae Asset report analysis X Why Q2 Looked Weak ✦ Heavy rains air-traffic dip geopolitics ✦ Renovations + high base ✦ RevPAR only 7-11% YoY ➡ Seasonal dip not structural. X Chalet Hotels The Quarters Outperformer ✦ XX% YoY revenue growth ✦ CRE cash flows now fund total debt ✦ ATHIVA brand 900+ keys pipeline ✦ Pipeline: 1210 rooms total 4569 ➡ Strong visibility + leverage = rerating candidate. X Lemon Tree Short Pain Long Gain ✦ ARR +6% occupancy +140 bps ✦ Margins hit due to renovation ✦ Borrowing cost down to XXXX% ✦ Pipeline: 9118 rooms total 20074 ➡" [X Link](https://x.com/selvaprathee/status/1992822873841635495) 2025-11-24T05:09Z 18.6K followers, 4765 engagements "Indias Transmission Order Book XXXX Lakh Cr & Rising (Top XX companies) - A sectoral dive into the Transmission Order Book across Indias top players after Q2FY26 - HVDC + EHV + Grid Modernisation = Multi year Megacycle X Hitachi Energy India 29413 Cr Record backlog HVDC heavy Khavda + Marinus Link visibility X KPIL 26275 Cr (Only T&D) Strong global EPC footprint Execution across 30+ countries X KEC International 29000 Cr (Only T&D) Executing X HVDC projects ME + Africa + India TBCB driving inflows X Siemens Energy India 16205 Cr GIS/AIS FACTS STATCOM grid automation Strong domestic + export" [X Link](https://x.com/selvaprathee/status/1993736642486743548) 2025-11-26T17:40Z 18.5K followers, 46.7K engagements "How Smart Money Values Each Sector in India - P/E isnt the only metric that matters - Different business models different valuation lenses. - Heres the full cheat sheet from SOIC Banks P/B ROE capital efficiency & core capital base NBFCs/Housing Finance P/B P/E leverage + earnings predictability Life Insurance EV P/EV future profit value + net worth General Insurance Price to GWP P/B solvency & premium scale Asset Management P/E % of AUM fees tied to AUM Capital Markets EV/EBITDA P/E transaction-driven cash flows IT Services P/E EV/EBITDA earnings growth in asset-light model FMCG P/E" [X Link](https://x.com/selvaprathee/status/1997278942890184796) 2025-12-06T12:16Z 18.6K followers, 22.4K engagements "- My view is to study process risk control & drawdowns before extrapolating. - Asset allocation + SIP discipline leaderboard chasing" [X Link](https://x.com/selvaprathee/status/1998381958720852136) 2025-12-09T13:19Z 18.6K followers, XXX engagements "- For Interarch FY25 to XX is a capex + working capital absorption phase. - WC stretch is execution led not stress led. Management has clearly indicated balance sheet normalization as scale kicks in. ➡ For leaders temporary FCF volatility during expansion is normal. ➡ What matters is execution discipline + ROCE trajectory not one year cash flow optics. Tracking: WC days normalization Capacity utilisation Margin expansion as operating leverage plays out Thats where the real rerating will come from" [X Link](https://x.com/selvaprathee/status/1998437157267222943) 2025-12-09T16:58Z 18.6K followers, XXX engagements "A few investor lenses to add: Trust Outperformance even trusted funds go through long cycles of underperformance. Track rolling returns drawdowns & style consistency not just CAGR. In active funds fund manager tenure + process stability matters more than past AUM size. Categories behave differently across cycles allocation fund names. - Use lists like this to study behaviour across bull bear & sideways markets then align with your own goals. - Education first. Allocation next. Discipline always" [X Link](https://x.com/selvaprathee/status/1998573284267536830) 2025-12-10T01:59Z 18.6K followers, XXX engagements "Zaggle Mastercard - Strategic Distribution Tie-Up - Zaggle has entered into a 5-year referral agreement with Mastercard Asia / Pacific. Why this matters: Zaggle will offer Mastercard credit cards + spend solutions to its customer base Earns additional spend-linked incentives - asset light revenue kicker Partner is a global payments major - strong credibility & scalability Improves enterprise wallet share without balance sheet risk 🧠Investors compass View Strengthens distribution moat + wallet monetisation improving operating leverage as volumes scale This Mastercard tie-up wont spike" [X Link](https://x.com/selvaprathee/status/1998582180835156132) 2025-12-10T02:34Z 18.6K followers, 4570 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.]
@selvaprathee Investors Compass
Investors Compass posts on X about india, strong, money, $528m the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +137%
- X Year XXXXXXXXX +6,374,812%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XXXX%
- X Months XXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.83%
- X Month XXXXXX +6.10%
- X Months XXXXXX +102%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% countries XXXXX% stocks XXX% technology brands XXXX%
Social topic influence india 17.39%, strong 13.04%, money 8.7%, $528m #1, level 8.7%, $13b #5, $2b #21, bank 4.35%, stocks 4.35%, just a XXXX%
Top accounts mentioned or mentioned by @garg_aditya_ @sharmaaniket03 @rohantantia @ramkuma66261700 @breakoutchart__ @hariniv2505 @dhawaldoshi5 @akash17971 @mf360ww @vishpradp @viralbshah @suryachaudhary1 @kanthariyajr @anvith_ @joseadi32137437 @compoundingfund @deepakash1330 @maddycyber7 @leonetworkio @grok
Top assets mentioned Mastercard, Inc. (MA)
Top Social Posts
Top posts by engagements in the last XX hours
"Top Stocks Bought by Mutual Funds in September 2025 Lets try to understand how they positioned before Q2 results And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹HDFC Bank Ltd. ➡+6.0% 🔹Kotak Mahindra Bank Ltd. ➡+5.1% 🔹Axis Bank Ltd. ➡+6.8% 🔹Power Grid Corporation of India Ltd. ➡+5.9% 🔹Mahindra & Mahindra Ltd. ➡+7.1% X HDFC Flexi Cap Fund 🔹Axis Bank Ltd. ➡+8.3% 🔹Cohance Lifesciences Ltd. ➡New Entry: XXXXX Cr 🔹State Bank of India ➡+8.7% 🔹Eicher Motors Ltd. ➡+14.8% 🔹HDFC Bank Ltd. ➡+4.1% X Helios Flexi Cap Fund 🔹NTPC Ltd. ➡+2210% 🔹Niva Bupa Health Insurance Co."
X Link 2025-10-15T03:26Z 18.6K followers, 298.2K engagements
"Chemicals Powering EMS & Semiconductor Industries Top Indian Makers - Everyone talks about Dixon Syrma Kaynes and the EMS explosion. - But few notice the chemicals these factories rely on solvents etchants fluoropolymers photoresists. - And just a handful of Indian companies make them Why it matters: Every wafer needs to be cleaned 50+ times. Every PCB needs coatings that can survive solder heat. Every chip needs encapsulants etchants fluoropolymers and electrolytes. This isnt commodity chemistry its precision-grade fabs-approved IP. Now meet the XX listed Indian stocks fueling this boom"
X Link 2025-07-22T07:37Z 18.6K followers, 434.8K engagements
"Eternal (Zomato) - Wealth Creator or Destroyer - Retail View: P/E 1059x ROE XXX% margins wafer-thin Bubble stay away - Forward Lens: Earnings set to grow 15x & margins double story flips in XX months - Will Eternal turn into a Wealth Creator for patient long investors or remain a Wealth Destroyer for short term chasers Lets see X Blinkit = Growth Engine GOV: +140% YoY (total order value) NOV: +127% YoY +25% QoQ (value after discounts) Dark Stores: 1500+ potential to double to 3000 X% growth from new areas existing cities driving demand Mature stores profitable new Tier-2/3 stores still"
X Link 2025-09-11T12:08Z 18.6K followers, 207.3K engagements
"Zen Technologies Order Inflow Tracker vs guidance ✦ Q2 FY26 order book: XXX Cr XXX Cr equipment XXX Cr AMC + subsidiaries (as disclosed in concall) ✦ Management stance: H2 order inflows expected including the XXX to XXX Cr simulator tender pushed from H1 FY26 remains muted order execution visibility shifts to FY27 to FY28 In Q3 Zen has reported three MoD orders upto now ✦ XXX Cr Anti-Drone upgrade XX Oct 2025 ✦ XXX Cr Tank Gunnery Simulators XX Nov 2025 ✦ XXX Cr Combat Training Node at Mhow XX Dec 2025 - This supports managements concall view that H2 order inflows were timing-driven and"
X Link 2025-12-06T15:05Z 18.6K followers, 6316 engagements
"Mphasis Key Execution Catalysts to Monitor X TCV Revenue Conversion Inflection $528M Q2 TCV second consecutive quarter at this level H1 TCV ($1.3B) already exceeds FY25 full-year LTM TCV $2B; management confident of upticking to the next level X AI Platforms Driving Demand & Pricing XX% of Q2 TCV wins are AI-led XX% of overall pipeline now AI-centric NeoIP positioned as continuous enterprise transformation engine NeoCru shows 20-30% productivity lift + XX% tech debt reduction X Vertical Strength Led by BFSI + Insurance Direct BFS +17.3% YoY growth outlook intact into H2 Insurance +32% YoY CC"
X Link 2025-12-08T10:53Z 18.6K followers, 7914 engagements
"Indian IT FY26 Setup: Guidance vs Deal Reality (Nuvama Thesis Investor Compass Decode) - FY26 for Indian IT is not a broad based recovery. - Its a selective execution cycle. Lets decode what Nuvama is really telling us X Growth: Bottoming Not Re-accelerating (Yet) Q2FY26 saw growth beat expectations almost all companies reported QoQ decline Large caps returned to sequential growth Tier-2 continued to outperform Nuvama expects X to X quarters of near term softness due to macro & tariff uncertainty âž¡ Growth has stabilised not entered a strong upcycle. X Guidance: Maintained Across the Board ="
X Link 2025-12-09T10:57Z 18.6K followers, 14.9K engagements
"Hotels Quiet Q2 Strong H2 Loading Mirae Asset report analysis X Why Q2 Looked Weak ✦ Heavy rains air-traffic dip geopolitics ✦ Renovations + high base ✦ RevPAR only 7-11% YoY ➡ Seasonal dip not structural. X Chalet Hotels The Quarters Outperformer ✦ XX% YoY revenue growth ✦ CRE cash flows now fund total debt ✦ ATHIVA brand 900+ keys pipeline ✦ Pipeline: 1210 rooms total 4569 ➡ Strong visibility + leverage = rerating candidate. X Lemon Tree Short Pain Long Gain ✦ ARR +6% occupancy +140 bps ✦ Margins hit due to renovation ✦ Borrowing cost down to XXXX% ✦ Pipeline: 9118 rooms total 20074 ➡"
X Link 2025-11-24T05:09Z 18.6K followers, 4765 engagements
"Indias Transmission Order Book XXXX Lakh Cr & Rising (Top XX companies) - A sectoral dive into the Transmission Order Book across Indias top players after Q2FY26 - HVDC + EHV + Grid Modernisation = Multi year Megacycle X Hitachi Energy India 29413 Cr Record backlog HVDC heavy Khavda + Marinus Link visibility X KPIL 26275 Cr (Only T&D) Strong global EPC footprint Execution across 30+ countries X KEC International 29000 Cr (Only T&D) Executing X HVDC projects ME + Africa + India TBCB driving inflows X Siemens Energy India 16205 Cr GIS/AIS FACTS STATCOM grid automation Strong domestic + export"
X Link 2025-11-26T17:40Z 18.5K followers, 46.7K engagements
"How Smart Money Values Each Sector in India - P/E isnt the only metric that matters - Different business models different valuation lenses. - Heres the full cheat sheet from SOIC Banks P/B ROE capital efficiency & core capital base NBFCs/Housing Finance P/B P/E leverage + earnings predictability Life Insurance EV P/EV future profit value + net worth General Insurance Price to GWP P/B solvency & premium scale Asset Management P/E % of AUM fees tied to AUM Capital Markets EV/EBITDA P/E transaction-driven cash flows IT Services P/E EV/EBITDA earnings growth in asset-light model FMCG P/E"
X Link 2025-12-06T12:16Z 18.6K followers, 22.4K engagements
"- My view is to study process risk control & drawdowns before extrapolating. - Asset allocation + SIP discipline leaderboard chasing"
X Link 2025-12-09T13:19Z 18.6K followers, XXX engagements
"- For Interarch FY25 to XX is a capex + working capital absorption phase. - WC stretch is execution led not stress led. Management has clearly indicated balance sheet normalization as scale kicks in. âž¡ For leaders temporary FCF volatility during expansion is normal. âž¡ What matters is execution discipline + ROCE trajectory not one year cash flow optics. Tracking: WC days normalization Capacity utilisation Margin expansion as operating leverage plays out Thats where the real rerating will come from"
X Link 2025-12-09T16:58Z 18.6K followers, XXX engagements
"A few investor lenses to add: Trust Outperformance even trusted funds go through long cycles of underperformance. Track rolling returns drawdowns & style consistency not just CAGR. In active funds fund manager tenure + process stability matters more than past AUM size. Categories behave differently across cycles allocation fund names. - Use lists like this to study behaviour across bull bear & sideways markets then align with your own goals. - Education first. Allocation next. Discipline always"
X Link 2025-12-10T01:59Z 18.6K followers, XXX engagements
"Zaggle Mastercard - Strategic Distribution Tie-Up - Zaggle has entered into a 5-year referral agreement with Mastercard Asia / Pacific. Why this matters: Zaggle will offer Mastercard credit cards + spend solutions to its customer base Earns additional spend-linked incentives - asset light revenue kicker Partner is a global payments major - strong credibility & scalability Improves enterprise wallet share without balance sheet risk 🧠Investors compass View Strengthens distribution moat + wallet monetisation improving operating leverage as volumes scale This Mastercard tie-up wont spike"
X Link 2025-12-10T02:34Z 18.6K followers, 4570 engagements