# ![@vishan_29 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::801744100575694848.png) @vishan_29 Vishan

Vishan posts on X about india, key, growth, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::801744100575694848/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801744100575694848/c:line/m:interactions.svg)

- [--] Week [-------] +75%
- [--] Month [-------] +26%
- [--] Months [---------] +106%
- [--] Year [---------] +90%

### Mentions: [--] [#](/creator/twitter::801744100575694848/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801744100575694848/c:line/m:posts_active.svg)

- [--] Month [--] -27%
- [--] Months [---] +94%
- [--] Year [---] +263%

### Followers: [------] [#](/creator/twitter::801744100575694848/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801744100575694848/c:line/m:followers.svg)

- [--] Week [------] +0.63%
- [--] Month [------] +1.90%
- [--] Months [------] +50%
- [--] Year [------] +113%

### CreatorRank: [-------] [#](/creator/twitter::801744100575694848/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801744100575694848/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  34.45% [countries](/list/countries)  26.89% [stocks](/list/stocks)  7.56% [technology brands](/list/technology-brands)  6.72% [premier league](/list/premier-league)  #2216 [currencies](/list/currencies)  4.2% [musicians](/list/musicians)  0.84% [automotive brands](/list/automotive-brands)  0.84%

**Social topic influence**
[india](/topic/india) 24.37%, [key](/topic/key) 18.49%, [growth](/topic/growth) #1933, [ai](/topic/ai) 15.13%, [grow](/topic/grow) 11.76%, [sector](/topic/sector) 10.08%, [market](/topic/market) 8.4%, [stocks](/topic/stocks) #2433, [gold](/topic/gold) 8.4%, [center](/topic/center) 7.56%

**Top accounts mentioned or mentioned by**
[@dhawaldoshi5](/creator/undefined) [@vishankhadke](/creator/undefined) [@indiantechguide](/creator/undefined) [@dynamicinvstr](/creator/undefined) [@deepak4748](/creator/undefined) [@paresh_pisipati](/creator/undefined) [@swing_blaster](/creator/undefined) [@ashishmeher7](/creator/undefined) [@robertivanhoe](/creator/undefined) [@akash17971](/creator/undefined) [@ssage82827](/creator/undefined) [@abhishek25glt](/creator/undefined) [@niveshniti](/creator/undefined) [@trendspark420](/creator/undefined) [@pkjat340](/creator/undefined) [@gazeobserver](/creator/undefined) [@grok](/creator/undefined) [@anvith](/creator/undefined) [@vishan29](/creator/undefined) [@dealsdhamaka](/creator/undefined)

**Top assets mentioned**
[GE Vernova Inc. (GEV)](/topic/$gev) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Indian Power Transmission Sector 🚀 Govt capex is expected to 2x from [----] L Cr in [----] to [----] L Cr in [----] 🔥🔥 Major Cost Levers in Transmission 🔴 Transformers 10% 🔴 Tower 20-30% 🔴 Cables Wires 25-30% Indian HVDC infra was [-----] MV in [----] which would increase to [-----] MV by [----] 🔥 Indian switchgear market is expected to grow 1.5x from [--] Bn USD in [----] to [--] Bn USD in [----] 🔥 Many listed companies to benefit from this. #transmission #power #India #silchar #advait #apar #kceil #taril #voltamp #pigl"  
[X Link](https://x.com/anyuser/status/1866701922461212727)  2024-12-11T04:29Z 10.5K followers, 15.9K engagements


"Data Centers - A USD [--] Trillion global opportunity till [----] 🔥🔥 🧵 Read the complete thread below 👇 [--] GW (2023) - [---] GW (2030) at 22% CAGR 🔄 Retweet &🔖Bookmark for future reference. Follow @vishan_khadke for more such updates #datacenters #DataCenter Indian Data Center Industry 🚀🚀 Cumulative investments in data centres to exceed $100 Bn by [----] with [--] Bn USD coming in the next [--] years 🔥🔥🔥🔥 🔶The Indian Gen AI market is expected to grow at a 28% CAGR from [----] to [----] from [---] billion USD to [--] billion USD (5x). It https://t.co/HNIBk8hfD2 Indian Data Center Industry 🚀🚀"  
[X Link](https://x.com/anyuser/status/1963608244846563366)  2025-09-04T14:21Z 10.5K followers, 162.8K engagements


"Indian IT Firms Semiconductor Push 🔥🔥 🟩 Key Updates Top IT firms in India - Wipro Infosys HCL Cyient L&T Mindtree TCS are diversifying into electronics and semiconductors amid industry uncertainty Diversification into semiconductors seen as a protective move against cyclical downturns and global supply chain risks They are using R&D strength engineering and design expertise and strategic acquisitions to invest in segments of the semiconductor value chain ✅ Major Deals and Expansion Wipro bought Harmans Digital Transformation Solutions unit for $375 million; multi-year strategic tie-up with"  
[X Link](https://x.com/vishan_29/status/1967452203687493886)  2025-09-15T04:55Z 10.5K followers, 14.7K engagements


"Interarch Q3FY26 Results- Great 👏 Revenue: [-----] Cr (44% YoY & 6.4% QoQ) EBITDA: [--] Cr (43% YoY & 21% QoQ) PAT: [--] Cr (32% YoY & 15.4% QoQ)"  
[X Link](https://x.com/vishan_29/status/2018316478030999770)  2026-02-02T13:32Z 10.4K followers, [---] engagements


"Atlanta Electricals Q3FY26 Concall Highlights [--]. Order Book - [----] Cr as of Dec'25 & order pipeline of 10K Cr with 10-15% success rate [--]. Capacity Expansion - 16k MVA to 63k MVA (4x) [--]. Capability of manufacturing transformers upto [---] kV [--]. 220+ kV transformers will lead to margin expansion [--]. Execution visibility of [---] years (current orders) [--]. Order Intake - 600-700 Cr per quarter [--]. Demand due to BESS Datacenters to increase here on [--]. Financing costs to decline from Q4 onwards [--]. No pricing pressure for next 3-4 years Atlanta Electricals Q3 FY26 Concall (35 Minute Investor Read) 🔥📑🔥"  
[X Link](https://x.com/vishan_29/status/2019375163347960045)  2026-02-05T11:38Z 10.5K followers, [----] engagements


"Gravita Q3FY26 Concall Highlights 🔶 Business Volumes (Q3 FY26) Lead: [-----] MT Aluminium: [----] MT Plastic: [----] MT Total: [-----] MT 🔶 Segment EBITDA per MT Lead: 23000/MT Aluminium: 14215/MT Plastic: 10462/MT 🔶 Capacity & Utilization Installed Capacity Current: [----] lakh MT Medium-term target: 7+ lakh MT by FY28 Utilization India plants: 90% Overseas plants: 65% (scrap availability issue) Upcoming Capacity Additions Q4 FY26 Jaipur (Lead): +45000 MT Mundra (Lead): +80000 MT Total upcoming Q4 addition: +125000 MT New Verticals Lithium-ion battery recycling: CTE received; CTO expected shortly"  
[X Link](https://x.com/vishan_29/status/2020127878357348628)  2026-02-07T13:29Z 10.5K followers, 10.1K engagements


"Tracking a few stocks Power T&D - Transrail TARIL Atlanta Shilchar Skipper Datacenters - Anantraj Technoelectric TD Power Netweb PEB - Interarch Hospitals - Yatharth Max Defence - Astra Microwave Apollo Microsystems GRSE Krishna defence Recycling - POCL Gravita EMS - Syrma No reco. DYDD. [--] High-Quality Small-Cap Stocks to Study Closely ❤🔥❤ Quality Power Anant Raj TD Power TARIL Blackbuck Interarch Transrail Krishna Defence Syrma SGS Vintage Coffee V2 Retail Tenneco Clean Netweb Yatharth Hospital Pondy Oxides (POCL) SKM Egg Shilchar Apollo Micro Systems Lumax https://t.co/x4os4JK0lT 37"  
[X Link](https://x.com/vishan_29/status/2020776932070351013)  2026-02-09T08:28Z 10.5K followers, 25.4K engagements


"Gravita - Acquiring Rashtriya Metal Industries Limited (Strategic expansion into Copper recycling) RMIL is a manufacturer of copper alloy products and had turnover of [---] Cr in FY25. Gravita Q3FY26 Concall Highlights 🔶 Business Volumes (Q3 FY26) Lead: [-----] MT Aluminium: [----] MT Plastic: [----] MT Total: [-----] MT 🔶 Segment EBITDA per MT Lead: 23000/MT Aluminium: 14215/MT Plastic: 10462/MT 🔶 Capacity & Utilization Gravita Q3FY26 Concall Highlights 🔶 Business Volumes (Q3 FY26) Lead: [-----] MT Aluminium: [----] MT Plastic: [----] MT Total: [-----] MT 🔶 Segment EBITDA per MT Lead: 23000/MT Aluminium:"  
[X Link](https://x.com/vishan_29/status/2020843478423568683)  2026-02-09T12:53Z 10.5K followers, [----] engagements


"V2 Retail Q3FY26 Concall Highlights FY27 guidance: 810% SSSG 50% revenue growth 150+ stores Reported SSSG 2%; normalized SSSG 12.8% Volume growth 48%; full-price sales 92% [--] stores added in Q3; [---] net adds in 9M Total stores [---] (31.9 lakh sq ft); [---] stores as of call date Q4 target [----] stores; FY27 planned [---] stores New store avg size 1011k sq ft Mature stores at [----] PSF per month New stores (FY25 & FY26) - [------] PSF Company blended target [----] PSF despite expansion Lease tenure reassessment [-----] Cr exceptional gain tax impact [----] Cr Designed gross margin range 2829% (value pricing"  
[X Link](https://x.com/vishan_29/status/2020889790795894849)  2026-02-09T15:57Z 10.5K followers, [----] engagements


"Transrail Q3FY26 Concall Highlights 🔶 Order Book Unexecuted order book [-----] Cr Effective order book incl. L1 [-----] Cr Order mix: 57% domestic / 43% international 🔶 Business Operations Business mix: 90% T&D; balance civil railways poles Geographic order book (approx): India 8000+ Cr Africa [----] Cr SAARC incl. Bangladesh [----] Cr MENA/GCC [------] Cr Bangladesh project: Q3 execution [------] Cr Receivables [---] Cr Balance work [------] Cr Completion target JunJul [----] 🔶 Growth Guidance FY26 revenue guidance 2627% (potential upside if ROW clears) Medium-term growth expectation 2025% CAGR FY26 order"  
[X Link](https://x.com/vishan_29/status/2020897252349534559)  2026-02-09T16:27Z 10.5K followers, [----] engagements


"Sky Gold - Upgraded FY27 Revenue Guidance to [----] Cr 🔥 One of the best compounding stories at play. Key Updates [--]. FY26 Revenue Guidance - [----] Cr [--]. PAT Guidance FY26/27 - 4.25%+ [--]. Cash flow neutral by FY26 & OCF positive by FY27 [--]. FY30 Guidance - 18-19000 Cr [--]. PAT Margin FY30 - 5.25%+ [--]. ROCE FY30 - 27%+ Sky Gold Q3FY26 Results - Great Revenue - 77% YoY & 19% QoQ PAT - 120% YoY & 20% QoQ OPM - 5.73% (vs 5.55% in Q2 FY26 and 4.52% in Q3 FY25) https://t.co/bpagehAHYj Sky Gold Q3FY26 Results - Great Revenue - 77% YoY & 19% QoQ PAT - 120% YoY & 20% QoQ OPM - 5.73% (vs 5.55% in Q2 FY26 and"  
[X Link](https://x.com/vishan_29/status/2021104883584450764)  2026-02-10T06:12Z 10.5K followers, 11.4K engagements


"@Pkjat340 @gaze_observer @DhawalDoshi5 Awesome. Thanks for sharing"  
[X Link](https://x.com/vishan_29/status/2021123012003758591)  2026-02-10T07:24Z 10.5K followers, [---] engagements


"Technoelectric Q3FY26 Results - Good Revenue - 37% YoY & 3.4% QoQ PAT - 24% YoY and 15% QoQ"  
[X Link](https://x.com/vishan_29/status/2021253026225254739)  2026-02-10T16:00Z 10.5K followers, [----] engagements


"Jewellery Retailers - Stellar Set Net Profit Q3FY26 YoY growth Titan - 61% Kalyan - 90% Thangamayil - 119% PN Gadgil - 99% Senco - Pending It's mostly value growth. Volumes have remained low to flat. https://twitter.com/i/web/status/2021258529668321495 https://twitter.com/i/web/status/2021258529668321495"  
[X Link](https://x.com/vishan_29/status/2021258529668321495)  2026-02-10T16:22Z 10.5K followers, [----] engagements


"GNG Electronics Q3FY26 Concall Highlights [--]. Elevated inventory maintained due to global memory shortage; helps margin expansion [--]. FY26 guidance revised upward: Revenue growth: 2830% (earlier 25%) Margin expansion: [------] bps (earlier [--] bps) [--]. New PC prices already up 20% in [--] days [--]. Two new major strategic partnerships with top global + top India distributors [--]. Management expects no margin compression in Q4 unlike previous year [--]. Capacity expanded in UAE (8 facilities) India (Navi Mumbai) & US GNG Electronics Just finished their Q3 earnings call. The headline numbers are impressive"  
[X Link](https://x.com/vishan_29/status/2021544400816664822)  2026-02-11T11:18Z 10.5K followers, [----] engagements


"Few themes which look good Data Centres Anantraj Technoelectric KRN Heat Exchanger TD Power EMS Syrma Kaynes Defence & Shipbuilding Astra Microwave Apollo Microsystems GRSE Krishna Defence T&D Transrail Skipper Shilchar Atlanta Electricals Advait Recycling Gravita POCL Add more names which look good. No reco. Budget 2026: [--] Powerful Themes with Multi-Year Tailwinds [--] Stocks to Study 🔥🔥🔥 THEME 1: DATA CENTRES & PROXY PLAYERS Anant Raj Netweb RailTel TD Power Bondada Hitachi Energy Cummins India Black Box KRN Heat Exchanger Allied Digital Services GE Vernova T&D KEI Industries"  
[X Link](https://x.com/vishan_29/status/2018663549581791393)  2026-02-03T12:31Z 10.5K followers, 48.8K engagements


"If I had to choose I would go with Defence Datacenter AI Power T&D Recycling and Coworking Spaces. I see good potential in all of them then going all in on a single theme. Hey @grok Youve got [--] crore 💰 Only one sector allowed. Locked in till [----]. Whats your pick 🤔 And give your top [--] stock bets from that sector. [--] Defence [--] Metals [--] Auto [--] Power transmission & distribution [--] Data centers & AI https://t.co/2OtLILlCNz Hey @grok Youve got [--] crore 💰 Only one sector allowed. Locked in till [----]. Whats your pick 🤔 And give your top [--] stock bets from that sector. [--] Defence [--] Metals [--] Auto 4"  
[X Link](https://x.com/vishan_29/status/2021598573293371719)  2026-02-11T14:53Z 10.5K followers, [----] engagements


"@Anvith_ 50% CAGR for [--] years 👏"  
[X Link](https://x.com/vishan_29/status/2021986920147157210)  2026-02-12T16:37Z 10.5K followers, [---] engagements


"Vintage Coffee Q3FY26 Concall Highlights 🔶 Business Drivers & Mix Volume + Realisation growth from: Higher share of consumer packs (tins jars doy packs) Improved product mix (agglomerated granulated coffee) Sales Mix Shift: [--] years ago: 85% bulk / 15% consumer Now (Q3): 60% consumer packs / 40% bulk Target: 6570% consumer / 3035% bulk Bulk vs Consumer Packs Impact: Consumer packs contribute higher EBITDA/ton 🔶 Capacity Expansion Existing Capacity Current: [----] MTPA Operating at full utilisation Upcoming Capacity Spray & Agglomerated Additional [----] MTPA (Capex [--] Cr via internal accruals)"  
[X Link](https://x.com/vishan_29/status/2021177118533746917)  2026-02-10T10:59Z 10.5K followers, [----] engagements


"@AshishMeher7 Selling and buying right makes or break the goals for wealth"  
[X Link](https://x.com/vishan_29/status/2023077148333052285)  2026-02-15T16:49Z 10.5K followers, [---] engagements


"EFC Ltd Q3FY26 Results - Good Revenues - 52% YoY & 6% QoQ PAT - 54% YoY & 10% QoQ Rental & Interior business grew 40% & 76% YoY resp 👏 https://twitter.com/i/web/status/2022696583712903630 https://twitter.com/i/web/status/2022696583712903630"  
[X Link](https://x.com/vishan_29/status/2022696583712903630)  2026-02-14T15:37Z 10.5K followers, [----] engagements


"If [----] proved anything its this - relying only on Indian equities isnt enough. Gold and silver played an important role in balancing portfolios. Keeping around 1020% in precious metals can act as a cushion during uncertain times. It was also a reminder that investing across the US and other global markets helps reduce risk and build a more resilient portfolio. Hoping [----] to be better than [----] for Indian markets"  
[X Link](https://x.com/vishan_29/status/2023044303300579745)  2026-02-15T14:38Z 10.5K followers, [----] engagements


"Datacenters [--]. DC Operators & Infra - Anantraj Technoelectric Black Box [--]. Computing - Netweb [--]. Cloud - E2E Networks [--]. Power Infra - TD Power Siemens ABB Hitachi GE Vernova [--]. Cooling - Voltas KRN Heat Exchanger MEGA DATA CENTRE BREAKDOWN POST 🔥🔥🔥 [----] Tax Breaks & 15% Safe Harbour: Indias Data Centre Mega Opportunity 🔥🔥 Top [--] Data Center & Proxy Stocks Powering Indias Data Center Expansion 🔥👇 [--] Core Infrastructure & Connectivity Anant Raj: Rapidly pivoting from real estate https://t.co/IRapCFqARI MEGA DATA CENTRE BREAKDOWN POST 🔥🔥🔥 [----] Tax Breaks & 15% Safe Harbour: Indias Data"  
[X Link](https://x.com/vishan_29/status/2022612421194785262)  2026-02-14T10:02Z 10.5K followers, 18.2K engagements


"Copper - [---] Mn MT of copper needs to be mined over the next [--] years and thats without factoring in AI expansion or electric vehicles just to sustain a modest 3% global GDP growth. Source - @robert_ivanhoe https://twitter.com/i/web/status/2022719611318448486 https://twitter.com/i/web/status/2022719611318448486"  
[X Link](https://x.com/vishan_29/status/2022719611318448486)  2026-02-14T17:08Z 10.5K followers, [----] engagements


"Datacenters and Minerals Copper and critical minerals demand bound to increase exponentially in coming years due to datacenters. A Microsoft baby datacenter requires 21.7L kg Copper 2.2K kg Gold and 6.4K kg Silver. Good times for minerals and metals. Source - @robert_ivanhoe Copper - [---] Mn MT of copper needs to be mined over the next [--] years and thats without factoring in AI expansion or electric vehicles just to sustain a modest 3% global GDP growth. Source - @robert_ivanhoe https://t.co/2SBRXzfes2 Copper - [---] Mn MT of copper needs to be mined over the next [--] years and thats without"  
[X Link](https://x.com/vishan_29/status/2023052066562916761)  2026-02-15T15:09Z 10.5K followers, [----] engagements


"Coworking Spaces - India to host 2500-3000 GCCs by [----] from [----] currently 35% of current Grade A stock is occupied by GCCs Bangalore Hyderabad and Chennai have 75% of GCCs Cost efficiency demographic advantage are few factors for GCCs opening offices in India Bullish on Smartworks EFC Ltd & Awfis. No reco. Key Points on GCC and Real Estate - Panel Discussion Data Points: 🔹80 million sq ft leased in CY25 🔹Out of [--] Mn sq ft 35% occupied by GCCs 🔹90 msf Grade A stock; [---] msf occupies by GCCs 🔹GCC Count: [----] today [--------] by CY3132 🔹30 msf incremental absorption in"  
[X Link](https://x.com/vishan_29/status/2023095195680776572)  2026-02-15T18:00Z 10.5K followers, [----] engagements


"Tracking a couple of them and all of them posted great results. Coffee - Vintage Coffee Recycling - Pondy Oxide Defence - Apollo Microsystems Retailer - V2 Retail Hospitals - Yatharth Datacenters - Netweb PEB - Interarch No reco. Do your due diligence. Follow @vishan_29 for more updates. Quality Stocks Now Available Near [---] EMA Study Opportunity Not Hype 🔥👏 Apollo Micro Systems Vintage Coffee Pondy Oxides Advait Energy V2 Retail Aditya Vision Netweb Fedbank Financial Services Kernex Microsystems Yatharth Hospital Eternal Interarch Narayana Hrudayalaya https://t.co/kXAHD7WD9c Quality Stocks"  
[X Link](https://x.com/vishan_29/status/2023377087424516191)  2026-02-16T12:41Z 10.5K followers, [----] engagements


"Stocks worth studying in this fall with good growth guidance. Sector with % Down from ATH 🟩 Sky Gold (B2B Gold) - 24% 🟩 Emerald Finance (Credit/ Lending) - 12% 🟩 E2E Networks (AI and Cloud) - 27% 🟩 EMS Ltd (Waste water treatment) - 20% 🟩 Salzer Electronics (Smart Meters) - 16% 🟩 EFCIL (Office spaces) - 16.5% 🟩 AWFIS (Office space) - 23% 🟩 KPI Green (Solar EPC) - 30% 🟩 KRN Heat Exchanger (HVAC) - 15% 🟩 Yatharth Hospitals- 20% 🟩 Nibe (Defence) - 28% 🟩 Gravita India (Waste recycling) - 19% 🟩 Angel One (Broking) - 21% Comment other stocks which you think are down more than 15% from"  
[X Link](https://x.com/anyuser/status/1876273573083349055)  2025-01-06T14:24Z 10.5K followers, 46.1K engagements


"Power T&D - Multi Decadal theme with [---] Trillion USD Capex in [--] years 🔥🔥 Solar capacity- 3.5x in [--] years Wind capacity - 3.3x in [--] years CAGR of 15% 🔥 Growth Drivers 🟩 6x AI energy consumption 👌 🟩 EV adoption 🟩 Green H2 requires [---] GW power 🟩 Data center 🚀 FY24 - 50E Capex in USD Bn with share in total capex 🟩 Solar - [---] (41%) 🟩 Transmission- [---] (31%) Transmission lines to increase by 20% while substation capacity by 50% Companies to benefit 🟩 Transformers- Indotech TRIL Silchar etc 🟩 Towers - Skipper Advait etc 🟩 Cables - Dynamic Cables KEI Industries Delton Polycab etc 🟩"  
[X Link](https://x.com/anyuser/status/1876634688674029986)  2025-01-07T14:19Z 10.5K followers, 24.8K engagements


"E2E Networks - Shortlisted for Indian Govt AI compute initiative 🚀🔥🔥 🟩 The objective is to make GPU access affordable and overcome the high costs of infra procurement 🟩 E2E has been shortlisted along with Yotta Jio Tata Communications etc. 🟩 The companies need to install min [----] GPUs in [--] months of signing the agreement 🟩 Govt has earmarked 5K Cr from the total 10k Cr budget #e2enetworks"  
[X Link](https://x.com/anyuser/status/1877199649183822070)  2025-01-09T03:44Z 10.5K followers, 30.3K engagements


"Gravita India - Buy call from Antique with Target Price of [----] with 47% upside 🔥 Rationale [--]. Huge capex going on till FY27 of [---] Cr with [---] Cr existing vertical and rest new vertical [--]. [----] Cr fund raise to fund debt and WC reqmt. [--]. Rubber and Li-ion plants to be operational in FY26 in India [--]. Entering into steel and rPET food recycling business Good growth story 🔥🚀 #gravitaindia Gravita India - Q2 Results decent Revenues- [---] Cr vs [---] Cr (11% yoy) Profits - [--] Cr vs [--] Cr (24% yoy) Revenues- [---] Cr vs [---] Cr (2% qoq) Profits - [--] Cr vs [--] Cr (6% qoq) #gravitaindia"  
[X Link](https://x.com/anyuser/status/1877357447435923916)  2025-01-09T14:11Z 10.5K followers, 25.6K engagements


"Kaynes Tech - Motilal Oswal has given a Buy with an upside of 31% with TP [----] 🚀🚀 Long way to go for Kaynes #kaynes Kaynes Tech - 5% up 🔥 👌 New ATH. Enough potential to grow 🚀 #kaynes https://t.co/g8tttqPiJI Kaynes Tech - 5% up 🔥 👌 New ATH. Enough potential to grow 🚀 #kaynes https://t.co/g8tttqPiJI"  
[X Link](https://x.com/anyuser/status/1877362307187003501)  2025-01-09T14:30Z 10.5K followers, 29.8K engagements


"Shakti Pumps - [--] L pumps to be solarised in [--] months in Maharashtra 🔥🔥 Let's calculate the revenue potential. Assuming that out of 35L pumps only 11.5L or 33% are fitted with each pump costing 3L (considering the low efficiency of the govt.) Case 1: Market share - 30% - 3.45L Pumps Revenues = [-----] Cr Case 2: Market Share - 20% (Realistic as per presentation) - 2.3L pumps Rev - [----] Cr Case 3: Market Share - 15% - 1.7L Pumps Rev - [----] Cr FY24 Rev - [----] Cr FY25e Rev - [----] Cr Going ahead with Case [--] Rev - [----] Cr PAT - 20% margin - [----] Cr On top of this they are raising [---] Cr 🔥 PE -"  
[X Link](https://x.com/anyuser/status/1877988583518474583)  2025-01-11T07:59Z 10.5K followers, 119.9K engagements


"Kaynes Tech - To become a fully-integrated EMS company by FY26🔥🔥 Kaynes is a diversified EMS company with a presence in railways industrials medical defence etc. and doing backward integration. A multi-bagger company 🔥🔥 🟩Expects 8K Cr revenues in FY28. FY24 - [----] Cr & FY25e - [----] Cr (100% YoY increase)🔥🚀 🔴🔴Trades at [--] PE FY26 & [--] PE FY27. If it can walk the talk it would get 80-100 PE considering the EMS sector tailwinds for at least 3-4 years. 🟩New segments - [--]. Smart meters [--]. KAVACH [--]. PCB & OSAT [--]. Smart meters - Kaynes aims for 15-20% market share with the opportunity of"  
[X Link](https://x.com/anyuser/status/1878332149885182105)  2025-01-12T06:44Z 10.5K followers, 28.5K engagements


"Stocks worth studying in this fall available at attractive valuations 👌 % Down from ATH 🟩 Sky Gold- 29% 🟩 E2E Networks - 28% 🟩 EMS Ltd - 25% 🟩 Salzer Electronics - 16% 🟩 EFCIL - 23% 🟩 Kaynes - 22% 🟩 KPI Green - 42% 🟩 KRN Heat Exchanger - 20% 🟩 Yatharth Hospitals- 30% 🟩 Gravita India - 25% No reco. DYDD. Stocks worth studying in this fall with good growth guidance. Sector with % Down from ATH 🟩 Sky Gold (B2B Gold) - 24% 🟩 Emerald Finance (Credit/ Lending) - 12% 🟩 E2E Networks (AI and Cloud) - 27% 🟩 EMS Ltd (Waste water treatment) - 20% 🟩 Salzer Electronics (Smart Meters) -"  
[X Link](https://x.com/anyuser/status/1878830728429146610)  2025-01-13T15:45Z 10.5K followers, 36.1K engagements


"E2E Networks and Orient Tech - Showcased solutions for AI Mission 🔥 [--] out of [--] companies were invited for technical presentation and now commercial bids will be opened for qualified bidders. Let's watch this space for more updates 😃 #e2enetworks #orienttech #ai #gpu E2E Networks - Shortlisted for Indian Govt AI compute initiative 🚀🔥🔥 🟩 The objective is to make GPU access affordable and overcome the high costs of infra procurement 🟩 E2E has been shortlisted along with Yotta Jio Tata Communications etc. 🟩 The companies need to https://t.co/VnmCYCSEXa E2E Networks - Shortlisted for"  
[X Link](https://x.com/anyuser/status/1879017941997588616)  2025-01-14T04:09Z 10.5K followers, 60.7K engagements


"@DealsDhamaka How is this criteria defined You can get tshirt for [---] and jeans for [----] as well"  
[X Link](https://x.com/anyuser/status/1879387781258224107)  2025-01-15T04:38Z 10.5K followers, 29.9K engagements


"EFC (I) Ltd - Exponential growth ahead. 🚀 One of the leading players in Coworking space🔥🔥 Targeting 4x Revenues by FY27 (1700 Cr) over FY24 and 1.9x FY24 Revenues in FY25 🚀🔥 🟩 Into co working spaces enterprise spaces asset renting turnkey projects etc. One of top [--] players in this space ✅✅ 🟩 Revenues split - Rental (54%) and Design & build (46%) 🟩 Flex office space mkt projected to grow at 21% CAGR from 29K Cr in [----] to 74K Cr in [----] 🟩 Target to reach 55-75k seats by end of FY25 and aims to add 25-30k seats for next [--] years 🔥 🟩 Rental business to grow at 50% CAGR from FY24-27"  
[X Link](https://x.com/anyuser/status/1879577951488156089)  2025-01-15T17:14Z 10.5K followers, 26.4K engagements


"@GurugramDeals The more we use these companies for comfort and flexibility. It would lead to more leakages of personal data and hence targeted spam calls or emails"  
[X Link](https://x.com/anyuser/status/1880913549423509753)  2025-01-19T09:41Z 10.5K followers, 10.3K engagements


"E2E Networks - Declared as L1 bidder with 7% share in GPU bidding. 🔥🔥 E2E Networks along with Jio Nxtgen and Locuz have been selected as L1 bidders. India plans to offer cheapest compute at 33% of global average 💪 Orient Tech has also bid for [----] GPUs with 5% share. #e2enetwork #orienttech #ai #india E2E Networks and Orient Tech - Showcased solutions for AI Mission 🔥 [--] out of [--] companies were invited for technical presentation and now commercial bids will be opened for qualified bidders. Let's watch this space for more updates 😃 #e2enetworks #orienttech #ai #gpu"  
[X Link](https://x.com/anyuser/status/1885321230796153117)  2025-01-31T13:36Z 10.5K followers, 54K engagements


"Anantraj- Good to Excellent Q3 Results 🔥🔥 Great YOY. Revenues- [---] Cr vs [---] Cr (36% yoy) Profits - [---] Cr vs [--] Cr (55% yoy) Revenues- [---] Cr vs [---] Cr (4% qoq) Profits - [---] Cr vs [---] Cr (4% qoq) #anantraj #datacenter Anantraj- Excellent Q2 Results 👌 Great YOY and QOQ. Revenues- [---] Cr vs [---] Cr (54% yoy) Profits - [---] Cr vs [--] Cr (74% yoy) Revenues- [---] Cr vs [---] Cr (9% qoq) Profits - [---] Cr vs [--] Cr (16% qoq) #anantraj https://t.co/ztaxCHEAlA Anantraj- Excellent Q2 Results 👌 Great YOY and QOQ. Revenues- [---] Cr vs [---] Cr (54% yoy) Profits - [---] Cr vs [--] Cr (74% yoy) Revenues- [---] Cr vs"  
[X Link](https://x.com/anyuser/status/1885675441630978358)  2025-02-01T13:03Z 10.5K followers, 19.2K engagements


"Power - Multi-decadal theme 🔥 The renewable energy by [----] should be [---] GW from [---] GW currently. (2.5x) Focus would be on ✅ Smart grid solutions ✅ Advanced power electronics ✅ Efficient Transformers and power converters The power ministry will also support EV charging infra fast chargers and Battery swapping. 🔥🔥 Staying invested in companies related to - 🟩 Clean energy EPC 🟩 Transmission and Distribution EPC and Component manufacturers 🟩 EV charging infra This decade we would experience a huge transformation in the energy sector because it's the backbone of EV AI CO2 reduction"  
[X Link](https://x.com/anyuser/status/1893646076197867637)  2025-02-23T12:56Z 10.5K followers, 11.8K engagements


"Data Centers - Huge Potential 🔥 Many players like Yotta Reliance Jio etc. have already announced the huge DCs in India. And new players are coming in every month it shows the potential this sector holds. 🚀 Panchshil and Blackstone - Developing India's largest hyperscale DC with [---] MW capacity worth 20K Crores 👌👌 Zoom - Added [--] datacenters to cater to its Zoom Phone service on top of [--] already existing DCs in India Donot write off this growth story just because Deepseek or xyz AI launch. It still has huge potential in the coming years. 🚀 No reco. Do your due diligence before investing."  
[X Link](https://x.com/anyuser/status/1894372888376979720)  2025-02-25T13:04Z 10.5K followers, 27.5K engagements


"@connectgurmeet Do you think all the 40% car owners have money to buy new cars If they had at the 1st place they would not have been driving the [--] yrs old car. I think a fraction of them would be able to/ would buy new cars. Tough times for them"  
[X Link](https://x.com/anyuser/status/1895845591785304208)  2025-03-01T14:36Z 10.5K followers, 10.6K engagements


"But. 🟥 Why was Ahmedabad chosen for hosting. Any specific criteria. 🟥 Don't we have any other city for hosting Olympics 🟥 Can't we host it in multiple cities like Cricket matches for even growth of all states 🟥 Why do we need to have Ahmedabad at the center of everything. Be it the bullet train project or be it the largest cricket stadium or be it Coldplay concert or anything else. It is good for the city and that it is highly developed but other cities also need this kind of boost"  
[X Link](https://x.com/anyuser/status/1899077333849457126)  2025-03-10T12:38Z 10.5K followers, 28K engagements


"EMS Sector - India is targeting a 4x increase in electronics production and an 8x increase in exports in the next [--] years. MASSIVE 🔥🔥🔥🔥 ✅Electronics production to increase from $115 billion in FY24 to $500 billion by FY31 (4x). ✅Electronics exports to increase from $31 billion to $240 billion (8x). ✅Component production to increase 6x from $25 billion to $150 billion. ✅ Consumer electronics production to increase 2.5x from $15 billion to $36 billion. Key beneficiary companies: [--]. Kaynes Tech [--]. Dixon [--]. Amber [--]. Epack [--]. PGEL [--]. Syrma [--]. KRN Heat Exchanger And many more. Staying invested"  
[X Link](https://x.com/anyuser/status/1899336673634423098)  2025-03-11T05:48Z 10.5K followers, 17.2K engagements


"@333maheshwariii Yes. Everyone would want gen wealth but very few are lucky to have it. 😀"  
[X Link](https://x.com/anyuser/status/1899679490382630914)  2025-03-12T04:30Z 10.5K followers, 25.8K engagements


"95% of the current wifi broadband users will not even be able to afford 5k per month plan let alone 8k. 8k per month is 96k per year. It would be grocery bill for a good chunk of families and paying this for a internet connection doesn't even hold significance with no extra features. They need to compete in the 1k-2k price point else they would lose"  
[X Link](https://x.com/anyuser/status/1900080560766410818)  2025-03-13T07:04Z 10.5K followers, 49.1K engagements


"@IndianTechGuide Why did they schedule at the first place on 15th And what is the problem in having exam next day of Holi I didn't get that. We have given exams on the next day of Holi and should not be a concern"  
[X Link](https://x.com/anyuser/status/1900473411396317391)  2025-03-14T09:05Z 10.5K followers, [----] engagements


"Wow This is great considering govts don't feel education is necessary considering they allocate very poorly for Education. TN is really doing well.👏👏 One of the basic thing is education. The more the educated the more options to work on. And this leads to the per capita income increase"  
[X Link](https://x.com/anyuser/status/1900584730334240801)  2025-03-14T16:28Z 10.5K followers, 14.7K engagements


"@IndianTechGuide Nice way to boost revenues and helping keep the state clean. Other states should follow but just charging fees is not a solution. They need to keep the state clean as well. Sikkim being one of the cleanest state in India"  
[X Link](https://x.com/anyuser/status/1900804853695189117)  2025-03-15T07:02Z 10.5K followers, 18.5K engagements


"@IndianTechGuide This is a good sign. Now people will start crediting the BJP govt. which came to power a month back with the low AQL levels. Let me know if they really did something to lower this. I am not aware of anything as such"  
[X Link](https://x.com/anyuser/status/1900920281922719965)  2025-03-15T14:41Z 10.5K followers, 25.7K engagements


"@IndianTechGuide We talk about eliminating reservation. Govts are increasing it further to win elections. General category folks would keep struggling to get good colleges and govt jobs. If reservation increase continues we will be left with General category as the minority 🙌"  
[X Link](https://x.com/anyuser/status/1901945148474630263)  2025-03-18T10:33Z 10.5K followers, 38.5K engagements


"We are comparing the fares with neighbours but we don't compare the facilities and cleanliness they provide in railways. You can charge a bit higher but provide facilities. Also Railways should fulfil basic needs of people run as many general/sleeper coach trains as possible to effectively transport the people"  
[X Link](https://x.com/anyuser/status/1904520771080470730)  2025-03-25T13:08Z 10.5K followers, [----] engagements


"Green Hydrogen- Waaree Clean Energy and Oriana Power emerge as successful bidders under the SIGHT scheme. 🔥🔥 ✅ The government launched the National Green Hydrogen Mission in [----] with an outlay of [-----] crore up to [------] including [-----] crore for the SIGHT scheme.🚀 ✅ The government estimates production capacity will reach [--] million tonnes per annum by [----]. 🔥🔥 ✅ L&T Energy Waaree Clean Energy AM Green and Green Infra have been awarded a capacity of [-----] MT per annum. ✅ A typical Green Hydrogen of 1L MT capacity requires 18K-20K Crores of investment ✅ Under the SIGHT Tranche II auction"  
[X Link](https://x.com/anyuser/status/1905143218964177120)  2025-03-27T06:21Z 10.5K followers, 36.1K engagements


"Air Conditioners - [--] Cr ACs to be added in next [--] years. Big theme for the next decade. 🔥🚀 It is due to multiple reasons. Read on ✅ Increased income rising temperatures a rise in urban households and local production leading to lower costs. 🔥 ✅ Only 8% of Indian households have RAC compared to 100% in China and 90% in USA. Huge opportunity 🚀 ✅ RACs penetration is just 8% compared to 32% for refrigerator and 65% for TV. This leaves us with huge scope for ACs. 🚀 ✅ India RAC market is expected to grow at 12% CAGR till FY28. ✅ Doubling AC efficiency will help in saving 2.2L Crores over"  
[X Link](https://x.com/anyuser/status/1905208542736560413)  2025-03-27T10:41Z 10.5K followers, 47.6K engagements


"@IndianTechGuide The start of the competition in EV space. Tata and Mahindra are already feeling the heat. Let's watch out for pricing and the reliability each of the companies offer and not to forget the discounts and offers to lure the customers. Real game will begin in next 1-2 yrs.🔥"  
[X Link](https://x.com/anyuser/status/1905252452053442848)  2025-03-27T13:35Z 10.5K followers, [----] engagements


"@Akshat_World Govt's is trying to tax and charge on anything amd everything possible to earn revenues. They try and lower direct taxes and give a relief of [--] Lakh to taxpayers and inturn try to extract it from other sources. It's tit for tat situation"  
[X Link](https://x.com/anyuser/status/1905521703943368956)  2025-03-28T07:25Z 10.5K followers, [----] engagements


"Data Centers - The capacity is set to increase 3x from [---] GW in [----] to [---] GW in [----] at a 25% CAGR 🚀🔥 Read the complete thread to understand more about this hot theme 🔥 Key Points 🟩 DCs will attract investments of 2L Cr in next [--] years. Humongous 🔥🔥 🟩 Cloud service providers BFSI IT and Telecom constitute 75% of capacity utilisation. 📈 🟩 Mumbai and Chennai are hotspots for DCs accounting for 90% of DC capacity in India. 🚀🚀 🟩 As of now 5G adoption is just 10% in India compared to 95% US and 35% in China. Enough room to grow 📈 🟩 5G subscriptions are expected to 4x in [----] from"  
[X Link](https://x.com/anyuser/status/1905970686687867221)  2025-03-29T13:09Z 10.5K followers, 33.5K engagements


"@IndianTechGuide [--] out of top [--] states are from South India. TN is leading in all aspects. 👌 [--] states with NDA in power. Time for the other states to level up their game"  
[X Link](https://x.com/anyuser/status/1908400549927530660)  2025-04-05T06:05Z 10.5K followers, [----] engagements


"@pritika_9 The more we prioritized education the more we gsve importance to phones. The more we have started feeling lonely isolated and reserved. This will not end well for us"  
[X Link](https://x.com/anyuser/status/1923248594464784666)  2025-05-16T05:26Z 10.5K followers, [----] engagements


"@IndianTechGuide Bangalores share would keep decreasing due to poor infra and tons of offices already present. Other cities are providing much better infra living standards to the public and companies. Hyd Pune and Tier [--] cities would grow at a rapid pace in next [--] years"  
[X Link](https://x.com/anyuser/status/1926203087716290691)  2025-05-24T09:06Z 10.5K followers, [----] engagements


"@ThetaVegaCap The demonetisation proved that black money is very rarely stored in form of cash. Still the govt is trying to demoetise [---] Rs notes"  
[X Link](https://x.com/anyuser/status/1929016713158221847)  2025-06-01T03:26Z 10.5K followers, 10.9K engagements


"@Ravisutanjani I feel it can be the case with restaurants too. Zomato / Swiggy both will have many such restaurants. Corruption can get you all the licenses and you can also escape inspection"  
[X Link](https://x.com/anyuser/status/1929481423225770260)  2025-06-02T10:13Z 10.5K followers, [----] engagements


"@IndianTechGuide They will face the heat even more in next few years. [--]. AI led tech layoffs [--]. Companies wanting to opening offices in Tier [--] cities [--]. Poor infra in Bangalore"  
[X Link](https://x.com/anyuser/status/1930128451882873277)  2025-06-04T05:04Z 10.5K followers, 23.2K engagements


"By [----] data centers will consume [--] times more energy than they do today - almost as much as the current energy needs of India 🔥 In fact theyll consume more power than all EVs combined in [----]. Power and data centers are two massive themes to watch this decade. India is just getting started Some companies to watch for Power Generation Oriana Power KPI Green KP Energy Power Transmission Skipper Transrail Advait Shilchar Indotech TARIL Datacenters Anantraj Technoelectric Blackbox TD power And many more. Which ones are you holding DYDD. No reco. #DataCenter #AI #power #solar #wind"  
[X Link](https://x.com/anyuser/status/1930559560063779105)  2025-06-05T09:37Z 10.5K followers, 33.9K engagements


"@ShwetaKukreja_ Swiggy also has it for 30/40 for [--] months depending on usage. Swiggy also has good coupons and you get 10% Cashback with Swiggy HDFC Credit card. Using this only for past [--] years. So can say this with experience"  
[X Link](https://x.com/anyuser/status/1937536982080716894)  2025-06-24T15:43Z 10.5K followers, 11.4K engagements


"Indian B2B EMS Players Comparison 🔥 [--]. Kaynes is expected to have 40% revenue and PAT CAGR over next [--] years but trades at PE FY27 is 64and is into all major sectors. [--]. Cyient is expected to have 50% PAT CAGR and trades at PE FY27 of [--] ✅✅ but has presence in [--] sectors. Expected Revenue CAGR FY25-27 Kaynes - 47.2% ✅ Syrma - 27.4% Avalon - 21.5% Cyient - 21.2% Expected PAT CAGR FY25-27 Kaynes - 41.6% ✅ Syrma - 26.5% Avalon - 39.5% Cyient - 48.4% ✅ PE (x) FY27 Kaynes - [----] Syrma - [----] Avalon - [----] Cyient - [----] ✅ Source- Antique #kaynes #avalon #cyient #syrma Indian EMS Sector 🚀 [--]. India"  
[X Link](https://x.com/anyuser/status/1938940858675659025)  2025-06-28T12:41Z 10.5K followers, 28.1K engagements


"Big boost to defence DAC clears [--] capital acquisition proposals worth [----] lakh crore under Buy (Indian-IDDM) category. Key procurements: [--]. Armoured Recovery Vehicles [--]. Electronic Warfare Systems [--]. Surface-to-Air Missiles [--]. Moored Mines & Autonomous Vessels Focus Areas - Indigenous design better mobility and preparedness. #Defence #MakeInIndia #AtmanirbharBharat"  
[X Link](https://x.com/anyuser/status/1940768880135123253)  2025-07-03T13:45Z 10.5K followers, 18.6K engagements


"India's Chemical Sector to 2x by [----] and 4x-5x by [----] 🔥 Specialty Inorganic and Pet chemicals will grow at 11% CAGR between 2023-2030. #chemicals"  
[X Link](https://x.com/anyuser/status/1941797469425476027)  2025-07-06T09:52Z 10.5K followers, 23.4K engagements


"@IndianTechGuide Pune or Hyd maybe but definitely not Bangalore due to poor infrastructure high rents and flat prices and no (or limited) public transport for [---] Cr population"  
[X Link](https://x.com/anyuser/status/1942250387081494642)  2025-07-07T15:52Z 10.5K followers, 18.9K engagements


"Syrma SGS plans 1.8k Cr PCB Unit in AP 🔥 [----] crore investment to set up Indias largest multi-layer PCB & CCL manufacturing unit in Naidupeta Andhra Pradesh (near Tirupati). Commissioning Timeline: Targeted by FY2627. Strategic Partnership: Likely tie-up with South Koreas Shinhyup Electronics for technology and expertise. Products: [--]. Multi-layer Printed Circuit Boards (PCBs) [--]. Copper Clad Laminate (CCL) core raw material for PCBs Purpose: [--]. Reduce import dependency [--]. Establish a stable domestic supply chain [--]. Enable cost-effective integrated manufacturing Use Cases: Smart metering"  
[X Link](https://x.com/anyuser/status/1942831864156414067)  2025-07-09T06:23Z 10.5K followers, 15.5K engagements


"Indian EMS Sector - The Sunrise Sector 🔥 🟩 Key Highlights [--]. Expected to grow at 32% CAGR from FY25-30 from INR [--] Trn to [--] Trn 🚀🚀 [--]. OSAT opportunity of $200 Mn by FY28 compared to $40 Mn in FY25 (5x) 🔥 [--]. PCB opportunity of 68K cr in FY28 (2x of FY25) 🚀 🟩 Revenues PAT CAGR FY25-30 [--]. Dixon - 32% 35% 👌👌 [--]. Kaynes - 43% 46% 👌👌👌 [--]. Syrma - 29% 35% 👌 [--]. Cyient DLM - 23% 32% 🟩 Relative Strength of EMS players - When compared on Revenues Earnings Net Working capital & FCF [--]. Dixon - 100% 🚀 [--]. Kaynes - 75% 👌 [--]. Syrma - 50% [--]. Amber - 50% [--]. Cyient - 25% 🟩 Capex (as % of revenues)"  
[X Link](https://x.com/anyuser/status/1944394888264745471)  2025-07-13T13:54Z 10.5K followers, 74K engagements


"Best investment themes for the next 5-10 years 🚀 ✅ Solar - 55L Cr capex (FY2450) ✅ Power Transmission 42L Cr capex (FY2450) ✅ EMS 40L Cr opportunity by FY31 ✅ AI & Datacenters 3.2L Cr investments (FY2527) ✅ Water Recycling 6.4L Cr+ potential ✅ Waste Recycling Massive untapped market Picking the right stocks = Huge wealth creation. #Investing #WealthBuilding"  
[X Link](https://x.com/anyuser/status/1945478226467504201)  2025-07-16T13:38Z 10.5K followers, 27.8K engagements


"Datacenters - Small Towns Big Compute 🔥 AIs power hunger is pushing Indias data centres beyond metros. Here's whats driving the shift to Tier 2/3 cities 👇 🟩 Advantages in Tier 2/3 Cities [--]. 50%+ lower power costs [--]. 7090% cheaper land [--]. Faster approvals [--]. Abundant water [--]. Govt incentives [--]. Local low-cost talent 🟩 Metro Disadvantages Mumbai & Chennai = 64% of current capacity (94% in [--] cities) and they have [--]. High costs [--]. Limited scalability [--]. Water & power stress 🟩 Rising Stars Cities like Raipur Nagpur Jaipur Kochi Indore Lucknow are emerging as data infra hubs. 🟩 Massive"  
[X Link](https://x.com/anyuser/status/1947537158765690881)  2025-07-22T06:00Z 10.5K followers, 33.8K engagements


"I don't think everyone is making 12L. The avg salary of new joiners in WITCH companies is still less than 5L and they form the majority of workforce atleast in Indian IT. Infact people with 3-4 yrs experience there also don't earn more than [--] LPA. So this figure is off by a huge margin"  
[X Link](https://x.com/anyuser/status/1948631802542719345)  2025-07-25T06:30Z 10.5K followers, 28.1K engagements


"Excellent Q1FY26 Results from the tracking list. 🚀🚀 [--]. EFC PE - [----] Revenues - 115% 🔼 YoY NP - 127% 🔼 YoY No reco"  
[X Link](https://x.com/anyuser/status/1949011055830769891)  2025-07-26T07:37Z 10.5K followers, 33.6K engagements


"Power Sector - Multi-Decadal Theme - 49L Cr+ Capex till [----] 🔥🔥 Do not miss this theme❗ ✅ Solar: 23L Cr (Target Capacity - [---] GW) ✅ Wind: 11.5L Cr (Target Capacity - [---] GW) ✅ Transmission: 13L Cr (Addtl 2.3L circuit km) ✅ Smart Meters: 1.3L Cr (Target - [--] Cr units) 🟩Top Players [--]. Solar and Wind EPC - Oriana Power Waaree Renewables KPI Green KP Energy Rajesh Power etc. [--]. Transmission - Skipper Transrail Advait Shilchar TARIL Voltamp Quality Power etc. [--]. Smart Meters - Genus Power HPL Electric Salzer Kaynes etc. [--]. Solar Panels and Cells - Waaree Energies Premier Energy Borosil"  
[X Link](https://x.com/anyuser/status/1949096157461852526)  2025-07-26T13:15Z 10.5K followers, 72.7K engagements


"Anant Raj - Motilal Oswal sees 43% upside potential 🔥🔥 🟩 Key Points 👉 [--]. Launched The Estate Apartments at Sector 63A Gurugram; strong response [--]. Approvals secured for Ashok Estate: Community center + Commercial tower (0.16msf) [--]. Group Housing-2 (1.09msf) launch soon at Anant Raj Estate [--]. Panchkula DC going live with Soil to Server event (12 Aug'25) [--]. Cloud integration with Orange Business started [--]. Signed major private client at Manesar (3MW IT load) 🟩 DC Capex Update [--]. Shift from fundraising to internal accruals [--]. 63MW IT load by FY26: 49MW co-location intact 14MW cloud"  
[X Link](https://x.com/anyuser/status/1950446416725205047)  2025-07-30T06:40Z 10.5K followers, 26.4K engagements


"Netweb Q1 FY26 Excellent YOY and Average QoQ. Revenue: [-----] Cr 🔼 97.3% YoY 🔽 -27.5% QoQ Profits: [----] Cr 🔼 100% YoY 🔽 -28.5% QoQ EPS: [----] (vs 🔼 99.3% YoY 🔽 -28.3% QoQ) PE - [----] #netweb Netweb - Monarch sees 35% upside with TP of [----] 🚀 🟩 Valuation & Target Price [--]. Base Case TP: [----] Upside: 35% [--]. Bull Case TP: [----] Upside: 53% [--]. Bear Case TP: [----] Downside: -16% Target P/E: 55x EV/EBITDA: 40x Fair Value (Avg Method): [----] 🟩 https://t.co/Zl4dYLThcy Netweb - Monarch sees 35% upside with TP of [----] 🚀 🟩 Valuation & Target Price [--]. Base Case TP: [----] Upside: 35% [--]. Bull Case TP:"  
[X Link](https://x.com/anyuser/status/1950860000437621049)  2025-07-31T10:04Z 10.5K followers, 20.6K engagements


"Excellent Q1FY26 Results from the tracking list (contd)🚀🚀 [--]. V2 Retail PE - [--] Rev - 52% up YoY Profits - 51% up YoY Excellent Q1FY26 Results from the tracking list. 🚀🚀 [--]. EFC PE - [----] Revenues - 115% 🔼 YoY NP - 127% 🔼 YoY No reco. https://t.co/RBjabnFllS Excellent Q1FY26 Results from the tracking list. 🚀🚀 [--]. EFC PE - [----] Revenues - 115% 🔼 YoY NP - 127% 🔼 YoY No reco. https://t.co/RBjabnFllS"  
[X Link](https://x.com/anyuser/status/1951541931777073439)  2025-08-02T07:13Z 10.5K followers, 32.4K engagements


"Advait Energy Q1FY26- Good Set Revenue: [---] Cr 🔼 101.6% YoY 🔽 -38.4% QoQ Profits: [---] Cr 🔼 67.9% YoY 🔽 -31% QoQ EPS: [----] (vs 🔼 46% YoY 🔽 -27.8% QoQ) PE - [----] #Advait Advait 7% up 🔥 Advait 7% up 🔥"  
[X Link](https://x.com/anyuser/status/1952660350173626699)  2025-08-05T09:18Z 10.5K followers, 22.6K engagements


"Transrail Q1FY26- Excellent Set Revenue: [----] Cr 🔼 79.7% YoY 🔽 -14.7% QoQ Profits: [-----] Cr 🔼 104.6% YoY 🔽 -16.4% QoQ EPS: [----] (vs 🔼 66.2% YoY 🔽 -21% QoQ) PE - [--] 🔥 #transrail T&D EPC Sector Peers Benchmarking 🔥 KEC vs Kalpataru vs Transrail vs Skipper vs Jyoti Structures 🟩 Revenue: [--]. Kalpataru: [-----] Cr [--]. KEC Intl: [-----] Cr [--]. Transrail: [----] Cr [--]. Skipper: [----] Cr [--]. Jyoti Structures: [---] Cr 🟩 EBITDA Margins: Transrail: 12.7% https://t.co/IR0Z5ojnsq T&D EPC Sector Peers Benchmarking 🔥 KEC vs Kalpataru vs Transrail vs Skipper vs Jyoti Structures 🟩 Revenue: [--]. Kalpataru: 22316"  
[X Link](https://x.com/anyuser/status/1952719939820765618)  2025-08-05T13:14Z 10.5K followers, 23.6K engagements


"Quality stocks down 10% in the ongoing correction and available at attractive valuations. Sky Gold V2 Retail TARIL Vimta Labs Advait Anantraj EFC Enviro EMS Pennar Vintage Coffee Shakti Pump Netweb Add more in comments. No reco. DYDD"  
[X Link](https://x.com/anyuser/status/1953101153207570545)  2025-08-06T14:29Z 10.5K followers, 26.6K engagements


"Some stocks with great Q1FY26 results and available at attractive to decent valuations. V2 Retail Genus Power Sky Gold Anantraj EFCIL Kaynes Tech Skipper TARIL Gravita Advait Transrail Capri Global Yatharth KPI Green Oswal Pumps Blue jet Healthcare Only for study purposes. DYDD. Follow @vishan_khadke for more updates. Excellent Q1FY26 Results from the tracking list (contd)🚀🚀 [--]. V2 Retail PE - [--] Rev - 52% up YoY Profits - 51% up YoY https://t.co/vkt0ZBy3LV Excellent Q1FY26 Results from the tracking list (contd)🚀🚀 [--]. V2 Retail PE - [--] Rev - 52% up YoY Profits - 51% up YoY"  
[X Link](https://x.com/anyuser/status/1953839367241576583)  2025-08-08T15:23Z 10.5K followers, 28.6K engagements


"Indian Data Centers to grow at 44% CAGR till [----] with 3.6L Cr investments expected between [------] 🔥 🟩 Key Highlights [--]. Capacity to reach 5-6 GW by [----] from [---] GW in [----] 🚀🚀 [--]. By [----] India is projected to host [---] data centers covering [----] million sq ft. [--]. Mumbai and Chennai will continue to dominate the market accounting for 70% of total DC stock. 🟩 Benchmarking India vs World [--]. Construction Cost (USD Mn/MW) - India ($7.50) is cheaper than most developed nations (US: $9.50 Germany: $10.00) but higher than some developing peers (Philippines: $4.59 & Vietnam: $6.70). [--]. Cost of"  
[X Link](https://x.com/anyuser/status/1954438732909838578)  2025-08-10T07:04Z 10.5K followers, 30.1K engagements


"Data centres are the next big power + water story 🔥 Theyll drive massive demand for both in the coming decade. Shocking stat of the day: Data center energy consumption has reached a record 5% of total US power demand. This increase has been driven by the rapid adoption of digitalization and AI technologies. This percentage is now estimated to more than DOUBLE over the next [--] years https://t.co/knMkQ1Q8Ju Shocking stat of the day: Data center energy consumption has reached a record 5% of total US power demand. This increase has been driven by the rapid adoption of digitalization and AI"  
[X Link](https://x.com/anyuser/status/1955501250574946372)  2025-08-13T05:26Z 10.5K followers, 18K engagements


"Datacenter Theme Related Companies 👇 🟩 DC EPC and IT Infra Technoelectric - DC construction Anantraj - DC construction Blackbox - Global Integrator offering DC design solutions Aurionpro - Cloud infra data warehousing and consulting Orient electric - IT infra cloud data mgmt services E2E Networks - Cloud computing Netweb - GPUs 🟩 Power Infra [--]. Hitachi Energy [--]. Cummins [--]. ABB [--]. TD Power [--]. Marine Electricals 🟩 DC Cooling [--]. Bluestar [--]. Voltas [--]. Amber Let me know other companies in comments. Follow @vishan_khadke for more updates. No reco. DYDD. Data centres are the next big power +"  
[X Link](https://x.com/anyuser/status/1955609237620690982)  2025-08-13T12:35Z 10.5K followers, 17K engagements


"Power Generation (FY25 vs FY30) - Solar to dominate with [---] L Crores investments & 42% share by FY30 🔥 Read the complete thread below 👇 🟩 Key Highlights Thermal power drops from 52% (FY25) to 36% (FY30E) of India's capacity. Solar skyrockets from 22% (FY25) to 42% (FY30E) set to dominate by [----]. Wind stays steady at 11%; hydro slips from 10% to 6%; nuclear remains at 2%. 🟩 Comparison of Power Sources Industry Size FY2530E (Trn): Solar [---] Trn Wind [---] Trn Thermal [---] Trn Nuclear [---] Trn Installation Capex per GW: Nuclear [------] Bn Thermal [----] Bn Wind [----] Bn Solar [----] Bn Additions"  
[X Link](https://x.com/anyuser/status/1955898561750765588)  2025-08-14T07:45Z 10.5K followers, 61.7K engagements


"Water & Wastewater EPC Players Comparative Analysis 🔥 ✅ Industry Opportunities Market size of Water and Wastewater - USD18 Bn by FY29 from 10Bn in FY24🚀 Water demand in 2030E - [----] BCM vs supply - [---] BCM Water Stress in India - 66% vs 42% in China and 1% in Brazil suggesting significant underdevelopment in infra. JJM Allocation for FY25-26 - 70K Cr AMRUT Allocation for FY25-26 - 10K Cr ✅ Major Players 👇 🟩 EMS Ltd - Leading multidisciplinary EPC in water & wastewater electrical infra Revenue Q1FY26: [---] Cr +15.8% YoY FY25: [---] Cr (+22.59% YoY) PAT Q1FY26: [--] Cr (Flat YoY) & Margin -"  
[X Link](https://x.com/anyuser/status/1956244751239549176)  2025-08-15T06:41Z 10.5K followers, 21.1K engagements


"Solar Pumps - Shakti vs Oswal Pumps Comparative Analysis 🔥🔥 Do follow @vishan_khadke for more such analysis. Read the complete analysis below 👇 🟩 Market Opportunity 3.6L Cr potential in coming years in India 🔥 Global solar pumps market to grow at 15.6% CAGR from [----] to [----] while Indian market to grow at 32.6% 🚀 🟩 Oswal Pumps [--]. Strong Financial Performance Q1 Revenue: [----] Mn (+36.8% YoY) Q1 EBITDA: [----] Mn (+38.7% YoY) Margin: 27.4% FY25 Revenue: [-----] Mn (+89% YoY) FY25 EBITDA: [----] Mn (+174.5% YoY) Margin: 29.4% RoCE: 77.9% RoE: 87.5% Net Debt/Equity: [-----] Cash Conversion cycle -"  
[X Link](https://x.com/anyuser/status/1956610785989566580)  2025-08-16T06:55Z 10.5K followers, 96.3K engagements


"Anant Raj - Real Estate + Datacenter Beast 🔥 🚀 Want more one-pager insights like this Follow 👉 @vishan_khadke Read the complete analysis 👇 🟩 Overview Presence: [--] years legacy; active in Delhi-NCR and [--] key states. Land Bank: [---] acres debt-free prime locations. Completed Projects: 9.96msf (residential commercial) Data Center Capacity: 28MW (operational). Plans to grow to 307MW by [----]. 🟩 Financials Q1 FY26 Revenue: 592Cr (+26% YoY) Q1 FY26 EBITDA: 161Cr (+42% YoY); Margin: 27% 🔥 FY25 Revenue: 2060Cr (+39% YoY) FY25 EBITDA: 532Cr (+43% YoY) 🟩 Market Opportunity Real Estate Indian RE"  
[X Link](https://x.com/anyuser/status/1957335997450223696)  2025-08-18T06:57Z 10.5K followers, 54.6K engagements


"Gravita India - Pioneering Sustainable Recyling & Diversification Worldwide 🚀 💡 Want more one-pager insights like this Follow 👉 @vishan_khadke 🔄 Retweet & Bookmark the post Trades at FY27 PE - 22x. Potential upside of 50% in [--] year 🟩 Performance & Growth Revenue CAGR (4Y): 23% PAT CAGR: 57% FY25 Rev: [----] Cr PAT: [---] Cr PAT Margin: 8.07% ROIC: 27% D/E: [----] Growth Outlook: 25%+ Vol. Growth & 35%+ Profit Growth in [--] years Order Book: 60000+ MT 🟩 Capacity & Capex Current Capacity: 3.4L MT (63% Utilization) Scrap Collection: 2.87L MT from [--] Yards Capex till FY28: [----] Cr (7L+ MT capacity)"  
[X Link](https://x.com/anyuser/status/1959868488996237543)  2025-08-25T06:40Z 10.5K followers, 62.2K engagements


"Auto Tech - TCS KPIT LTTS Tech Mahindra & Tata Elxsi are best positioned for next-gen auto tech growth"  
[X Link](https://x.com/anyuser/status/1959971623395823801)  2025-08-25T13:30Z 10.5K followers, 32.2K engagements


"Pondy Oxides & Chemicals Ltd (POCL) - Shaping the future of Recyling 🔥 💡 Want more one-pager insights like this Follow 👉 @vishan_khadke Trades at FY27 / FY26 PE - 26x/18x 🟩 Key Highlights Leading Recycling Player Indias 1st 3N7 LME registered lead brand; aims to be a global recycling leader by [----] Core Verticals Lead Plastics Copper Aluminium; upcoming Lithium-ion recycling Strong Capacity Lead 168K MTPA Copper 6K MTPA Aluminium 12K MTPA Plastics 9K MTPA Revenue Mix 66% exports 34% India Low debt-to-equity (0.17) Lead Utilization Existing 132K MTPA facility at 70%; new 36K MTPA facility"  
[X Link](https://x.com/anyuser/status/1960595103741042861)  2025-08-27T06:47Z 10.5K followers, 32K engagements


"Advait Energy - Twin Growth Engines: Power Transmission & Clean Energy 🔥 💡 Want more one-pager insights like this Follow 👉 @vishan_khadke 🔖Bookmark & retweet Trades at FY26 PE - 40x 🟩 Company Overview Business Focus: Power Transmission Solutions (PTS) and New & Renewable Energy (NRE) Global Presence: Operations in 45+ countries 450+ completed projects with 120+ clients 🟩 Order Book & Growth Order Book Size: [---] Cr as of Jun'25 (66% PTS 34% NRE) 4-Year Order Book CAGR: 90% Strong Growth: Revenue CAGR of 57% (consolidated) and 50% (standalone) over [--] years Growth Guidance: Targeting"  
[X Link](https://x.com/anyuser/status/1961682317472330015)  2025-08-30T06:48Z 10.5K followers, 27.8K engagements


"Covered [--] high growth companies over the past [--] weeks 🔥 🔄 Retweet & 🔖Bookmark for quick reference. Genus Power - 60% YoY growth in FY26 Technoelectric - 50% YoY growth for [--] years V2 Retail - 50% growth in FY26 Sky Gold - 50% YoY growth for [--] years Advait Energy - 50% YoY growth in FY26 Zaggle - 40%+ YoY growth for [--] years Anantraj - 30-40% YoY growth for [--] years Gravita - 35%+ YoY growth for few years Pondy Oxides - 30%+ YoY growth for few years Yatharth - 30% YoY growth for few years PN Gadgil - 25% YoY growth in FY26 Nuvama Wealth - 20-25% YoY growth for few years Power Mech - 25% YoY"  
[X Link](https://x.com/anyuser/status/1962138487660196324)  2025-08-31T13:00Z 10.5K followers, 68.5K engagements


"Netweb - Powering India's High-Performance Computing & AI Future 🔥🔥 💡 Want more one-pagers like this Follow 👉 @vishan_khadke Trades at FY27 PE - 71x 🟩 Financial Strength Strong Profitability Metrics: RoCE at 32.6% and RoE at 24% highlight efficient capital use Net Debt to Equity: Stands at [-----] reflecting a strong balance sheet with negligible debt risk 🟩 Business Model & Client Base End to end integrated solutions provider: Hardware to design to software solutions to AMC services Diverse Client Portfolio: Includes major government bodies and blue-chip enterprises like NPCI ISRO"  
[X Link](https://x.com/anyuser/status/1964220045275680926)  2025-09-06T06:52Z 10.5K followers, 27.8K engagements


"Transrail Lighting - Powering India with a sharp T&D Focus 🚀 💡 Want more one-pagers like this Follow 👉 @vishan_khadke Trades at FY26 PE - 24x 🔥 🟩 Business Overview Diversified operations in T&D civil railways and solar EPC T&D is the main focus generating 90% of total revenues Presence across [--] countries tapping global opportunities 🟩 Manufacturing & Integration Operates [--] integrated manufacturing facilities supporting scale and efficiency Delivered 35000+ CKM transmission lines and 1.95L tons of towers Strong in-house design engineering and tower testing capabilities Backward"  
[X Link](https://x.com/anyuser/status/1964943659226603838)  2025-09-08T06:47Z 10.5K followers, 31.6K engagements


"India Semiconductor Mission [---] 🟩 Key Updates Govt to fast-track approval of India Semiconductor Mission (ISM) [---] with expected cabinet note by end of October 😀 Industry asks Centre to double Mission [---] funding to $20 billion to boost semiconductor projects ISM [---] support will expand to include fabs packaging display fabs capital equipment specialty chemicals gases and design companies Outlay for ISM [---] likely to exceed previous $10 billion due to rupee depreciation Highest subsidies for units making silicon wafers; lower for component and conductor units #Semiconductors Kaynes - Sanand"  
[X Link](https://x.com/anyuser/status/1964989341622784471)  2025-09-08T09:49Z 10.5K followers, 22.5K engagements


"Izmo - Powering the Future with Automotive AI and Semiconductors 🚀 💡 Want more one-pagers like this Follow 👉 @vishan_khadke Trades at FY26 PE - 29x 🟩 Global Leadership & Client Base World leader in automotive interactive marketing with presence across [--] countries spanning the Americas Europe and Asia Clients: Stellantis France; Emil Frey; Microsoft; Hertz; Europcar; Renault; Microsoft; Infosys; Wipro 🟩 Scalable SaaS Platform Only multinational multilingual digital retail SaaS platform for auto dealers globally High-margin SaaS model with annual recurring revenue (ARR) and over 90%"  
[X Link](https://x.com/anyuser/status/1965304366157676587)  2025-09-09T06:40Z 10.5K followers, 25.8K engagements


"Aswath Damodaran predicts Indian healthcare is the next big investment theme driven by rising income and shifting consumer needs 🔥 ✅ Key takeaways from his interview Healthcare spending in India is set to surge as prosperity rises and access expands Current players (hospitals insurance diagnostics) copy Western models but India needs unique solutions The game-changer: Find companies with business models tailored for Indias diverse population and income ✅ Key healthcare players in India Apollo Hospitals Enterprise Ltd. Max Healthcare Institute Ltd. Fortis Healthcare Ltd. Narayana Hrudayalaya"  
[X Link](https://x.com/anyuser/status/1965387979050156356)  2025-09-09T12:13Z 10.5K followers, 177.7K engagements


"Indias decade-long electronics leap now powers a bold semiconductor buildout 🚀🚀 🟩 Electronics Boom Production up 6x: 1.9L Cr 11.3L Cr Export up 8x: [-----] Cr 3.27L cr Mobile units up 150x: [--] [---] Mobile output up 28x: [-----] Cr 5.45L Cr Mobile export up 127x: [----] Cr 2L Cr Mobile Imports crashed: 75% demand just 0.02% ✅ Electronics Components Policy Push [-----] Cr scheme launched April [----] Incentives: Turnover capex jobs Ecosystem: Covers sub-assemblies components supply chain ✅ Semicon Drive Six projects 1.55L cr support [-----] jobs expected India has 1/5th of worlds chip design engineers"  
[X Link](https://x.com/anyuser/status/1966045100536160324)  2025-09-11T07:44Z 10.5K followers, 30.6K engagements


"NITI Aayogs Bold Move: Carbon Capture Mission to Power Indias Clean Energy Future 🚀 Govt to roll out CCUS mission with 50100% incentives for industries Coal powers 70% of Indias energy mix even as renewables grow CCUS tech: Captures industrial CO for use or underground storage Govt support varies by tech; incentives to push fast adoption NITI Aayog: Coal remains key for energy security; renewables need more investment in storage #CCUS #NitiAayog India targets a 100% Swadeshi solar value chain by [----] 🔥 Present Capacity- [---] GW solar module [--] GW cell & [---] GW wafer Push for local ingots"  
[X Link](https://x.com/anyuser/status/1966426876601372909)  2025-09-12T09:01Z 10.5K followers, 30.2K engagements


"Datacenters expected to triple to 3GW by [----] 🔥🔥 🔖Bookmark & 🔄 Repost Key Beneficiaries 👇 ✅ EPC and Operator Technoelectric Anantraj ✅ Servers Netweb ✅ Power Supply & Automation Apar Siemens Schneider electric ABB GE Vernova CG Power TD Power ✅ IT and Cloud Infra E2E Networks Aurion Pro Blackbox ✅ Cooling and HVAC Bluestar KRN Heat Exchanger ✅ Battery Backup & Generator TD Power Amaraja No reco. Do your due diligence before investing. @Dynamicinvstr @deepak4748 #DataCenter Data Centers - A USD [--] Trillion global opportunity till [----] 🔥🔥 🧵 Read the complete thread below 👇 [--] GW (2023)"  
[X Link](https://x.com/anyuser/status/1967960540023808089)  2025-09-16T14:35Z 10.5K followers, 91.4K engagements


"KRN Heat Exchangers - Heat Exchanger Manufacturing for HVAC & 6x Capacity Expansion 🔥 💡 Want more one-pagers like this Follow 👉 @vishan_khadke 🟩 Key Highlights Significant expansion: 6x capacity expansion and cum. revenue to multiply with targeted [---] Cr investment and [----] Cr revenue guide in [--] years Manufactures critical fin & tube heat exchangers for HVAC&R serving air conditioning heating ventilation and refrigeration demand Advanced nano and powder coating processes for enhanced product durability and export-readiness Wide product range: Tube diameters from 5mm to 15.88mm evaporator"  
[X Link](https://x.com/anyuser/status/1968566453495640066)  2025-09-18T06:43Z 10.5K followers, 41.8K engagements


"Astra Microwave - Defence Aerospace and Space Electronics Powerhouse 🔥 💡 Want more one-pagers like this Follow 👉 @vishan_khadke Trades at FY26 PE - 63x 🟩 Technology & Offerings Designs and manufactures cutting-edge Defence Aerospace and Space electronics systems progressing from modules to advanced full systems Specialist capabilities in radar electronic warfare (EW) strategic systems and MMIC chip development (GaN & GaAs up to [--] GHz) 🟩 Infrastructure & Expertise [------] sq. ft. R&D and manufacturing facilities across six units 30+ years of expertise in radar EW and strategic electronics"  
[X Link](https://x.com/anyuser/status/1969652535909892375)  2025-09-21T06:38Z 10.5K followers, 23.6K engagements


"A good list of players in Datacenter value chain. Some other names I would like to include - [--]. KRN Heat Exchanger - HVAC [--]. Backup Power - TD Power Data Center Value Chain Mapping Indias Listed Players From Grid to Cloud Indias AI & Cloud boom is driving hyperscale DC capex. DCs = Cross-sector capex cycle Power + Infra + IT + Cooling converge. - Listed players here are the hidden backbone of Indias digital https://t.co/WYB63fRll4 Data Center Value Chain Mapping Indias Listed Players From Grid to Cloud Indias AI & Cloud boom is driving hyperscale DC capex. DCs = Cross-sector capex cycle Power"  
[X Link](https://x.com/anyuser/status/1970704478748995705)  2025-09-24T04:18Z 10.5K followers, 14.8K engagements


"Correlation in Gold Silver and Nifty Gold and Silver are highly correlated (0.749) Silver shows a moderate negative correlation with Nifty Large Cap (-0.282) indicating some potential hedging benefits with Nifty Large Cap Gold has very low correlation with Nifty Large Cap (0.026) Credits - @Zero1ByZerodha"  
[X Link](https://x.com/anyuser/status/1971964319291396502)  2025-09-27T15:45Z 10.5K followers, 18.3K engagements


"The way IT companies are laying off left and right survival isnt guaranteed anymore. You can be skilled loyal hardworking - it doesnt matter. You never know whos next. 5-10 years from now depending on a single job wont help. You need other income streams to protect yourself and your family. Its not optional anymore. Act now #Life"  
[X Link](https://x.com/anyuser/status/1973019847257997579)  2025-09-30T13:39Z 10.5K followers, 116K engagements


"Gold & Silver - Upside Potential Gold is fairly valued around $3825/oz based on money supply Silver is cheaper compared to gold with potential to rise towards $64/oz if historical ratios hold Gold is near its "fair" value while silver has more upside left Credits - @dspmf @SahilKapoor @KalpenParekh #gold Correlation in Gold Silver and Nifty Gold and Silver are highly correlated (0.749) Silver shows a moderate negative correlation with Nifty Large Cap (-0.282) indicating some potential hedging benefits with Nifty Large Cap Gold has very low correlation with Nifty https://t.co/7TRUBK2Atg"  
[X Link](https://x.com/anyuser/status/1974733081845395586)  2025-10-05T07:07Z 10.5K followers, 20.6K engagements


"Power Distribution - Big News 🔥 🔶 Key Takeaways The Centre has released a Draft Electricity Amendment Bill aimed at privatising power distribution to address rising losses of state-run electricity distribution companies (discoms) Proposed legal amendments will introduce competition allow industries to directly buy electricity from private players and remove state-run discoms' universal supply obligation The reforms will support open access reduce tariff distortions and promote industrial expansion Aggregate technical and commercial losses of state-run discoms reached 16.1% and accumulated"  
[X Link](https://x.com/anyuser/status/1976911586934895094)  2025-10-11T07:23Z 10.5K followers, 20K engagements


"Rare Earths - Big Announcement 🔥 India will launch a National Critical Mineral Stockpile (NCMS) to ensure rare earth availability and ease supply chain disruptions 🔶Key Points The stockpile will initially store enough rare earths for two months targeting strategic needs for EVs electronics and green technology sectors The plan aims to insulate supplies from global geopolitical risks and could expand to other critical minerals India holds around [---] million tonnes of rare earth oxide reserves across [--] states The initiative is linked to a planned [----] Cr magnet scheme under the National"  
[X Link](https://x.com/anyuser/status/1977614802722898051)  2025-10-13T05:58Z 10.5K followers, 14.8K engagements


"Data Centers - Andhra plans [--] GW data centers 🔥 🔶 Key Highlights Andhra Pradesh is aiming to scale up data centre hosting capacity to [--] GW in three years making Vizag a major hub The state will sign a $10 billion deal with Google for a [--] GW data centre cluster and has another [---] MW deal with Sify Talks are ongoing with four additional companies to hit the [--] GW target State IT Minister Nara Lokesh highlights focus on job creation and the need for embracing artificial intelligence #DataCenters Capital investments for Al-related data center capacity demand could range from $3-8 trillion by"  
[X Link](https://x.com/anyuser/status/1977935483981402443)  2025-10-14T03:12Z 10.5K followers, 29.8K engagements


"Copper Demand In the next [--] years humanity will need to mine as much copper as it has extracted over the past [-----] years. For context [---] Mn tons of Copper has been produced till date. Let that sink in. Copper prices 🚀 @robert_ivanhoe"  
[X Link](https://x.com/anyuser/status/1980621853103407215)  2025-10-21T13:07Z 10.5K followers, 24.5K engagements


"Datacenters - [--] GW capacity by [----] 🔥 🔶 Key Highlights Indias data centre capacity set to rise from [---] GW (2025) to [--] GW by [----] at 17% CAGR Over $50 billion investment planned by hyperscalers and conglomerates JLL projects $35-50 billion in phased real estate investment driving a ninefold jump in capacity Demand surge driven by data localisation AI adoption and data traffic growth Googles $15B Vizag AI hub is among Indias largest FDI deals 🔶 Other Major Deals Google-Airtel-Adani: $15 billion AWS: $8.3 billion Reliance Industries: [--] GW AI-ready complex TCS: Building a new business unit"  
[X Link](https://x.com/anyuser/status/1980842566280180063)  2025-10-22T03:44Z 10.5K followers, 29.5K engagements


"@IndianTechGuide When Gadkari said price of EV to be same as petrol cars he meant Petrol car prices will be increased and brought to EV levels and not vice versa. Manufacturers and govt ki balle balle. Masterstroke 😃"  
[X Link](https://x.com/anyuser/status/1904023000296694211)  2025-03-24T04:10Z 10.5K followers, [----] engagements


"Water Treatment and Recycling - A Multi-decadal theme.🔥 ✅ India possesses only 3.4% of the global freshwater capacity ranking ninth overall. Brazil Russia Canada and the U.S.A. collectively control over one-third of the world's total freshwater resources. ✅ India's freshwater per capita availability stands at [----] cubic meters placing it 127th globally. Yeah with India's population growing water shortages are gonna be a huge issue. Wastewater treatment and recycling companies would be in focus. EMS Limited Enviro Infra Va Tech Wabag Ion Exchange Denta Vishnu Prakash R Punglia And many more."  
[X Link](https://x.com/anyuser/status/1904116654759649416)  2025-03-24T10:22Z 10.5K followers, [----] engagements


"Cian Agro - 4.5x in [---] months 🚀 Power of political investing 😄 #cianagro"  
[X Link](https://x.com/anyuser/status/1971125512388084149)  2025-09-25T08:11Z 10.5K followers, 16.5K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing