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# ![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1801544199277264896.png) @zerodhamarkets Markets by Zerodha

Markets by Zerodha posts on X about warner bros, business, china, ai the most. They currently have XXXXXX followers and 3777 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1801544199277264896/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801544199277264896/c:line/m:interactions.svg)

- X Week XXXXXX +16%
- X Month XXXXXXX +31%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +223%

### Mentions: XX [#](/creator/twitter::1801544199277264896/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801544199277264896/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +41%
- X Year XXXXX +270%

### Followers: XXXXXX [#](/creator/twitter::1801544199277264896/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801544199277264896/c:line/m:followers.svg)

- X Week XXXXXX +0.17%
- X Month XXXXXX +0.97%
- X Months XXXXXX +22%
- X Year XXXXXX +153%

### CreatorRank: XXXXXXX [#](/creator/twitter::1801544199277264896/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801544199277264896/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[warner bros](/topic/warner-bros) #253, [business](/topic/business) #3608, [china](/topic/china), [ai](/topic/ai), [india](/topic/india), [morgan stanley](/topic/morgan-stanley), [investment](/topic/investment), [countries](/topic/countries), [core](/topic/core), [samsung](/topic/samsung)

**Top accounts mentioned or mentioned by**
[@tijori1](/creator/undefined) [@mufgamericas](/creator/undefined) [@thekenweb](/creator/undefined) [@indiadatahub](/creator/undefined) [@hsbc](/creator/undefined) [@financialtimes](/creator/undefined) [@statistacharts](/creator/undefined) [@marketsbyzerodhavideos](/creator/undefined) [@goldcouncil](/creator/undefined) [@iea](/creator/undefined) [@apolloglobal](/creator/undefined) [@karthisena](/creator/undefined) [@iamvishvajit](/creator/undefined) [@quickoofficial](/creator/undefined) [@dineshpaii](/creator/undefined) [@rainmatterin](/creator/undefined) [@iciciprumf](/creator/undefined) [@debase3](/creator/undefined) [@ashishgupta2773](/creator/undefined) [@axismutualfund](/creator/undefined)

**Top assets mentioned**
[Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/microsoft) [IBM (IBM)](/topic/ibm) [Texas Instruments (TXN)](/topic/texas-instruments) [Marriott International Inc (MAR)](/topic/$mar) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky)
### Top Social Posts
Top posts by engagements in the last XX hours

"One example is NVIDIA investing in OpenAI OpenAI spending heavily on Oracle and Oracle buying large amounts of NVIDIA chips to serve OpenAIs demand. Microsoft OpenAI and CoreWeave also form a similar loop"  
[X Link](https://x.com/zerodhamarkets/status/1993675290984464405)  2025-11-26T13:36Z 80.9K followers, XXX engagements


"These loops inflate valuations together. But if one company misses targets the entire chain can unwind. Some firms are even issuing junk bonds to fund this spending"  
[X Link](https://x.com/zerodhamarkets/status/1993675293748552042)  2025-11-26T13:36Z 80.9K followers, 2131 engagements


"But here's the twist while China dominates volume it doesn't capture value. Cutting-edge substrates for AI 5G and clean energy remain controlled by Taiwan's Unimicron and Kinsus Japan's Ibiden and Shinko South Korea's Samsung Electro-Mechanics"  
[X Link](https://x.com/zerodhamarkets/status/1966409070237331597)  2025-09-12T07:50Z 80.9K followers, 1997 engagements


"Indias solar import dependence is collapsing from XX% XX% by FY30. Not because demand fell but because the worlds two biggest suppliers got tariffed out. Source: Emmvee Photovoltaic"  
[X Link](https://x.com/zerodhamarkets/status/1996118417250898409)  2025-12-03T07:24Z 80.9K followers, 1120 engagements


"One of the wildest shareholder transitions in Indian banking from FIIs to rescue consortium to foreign strategic investor. Source: Yes Bank"  
[X Link](https://x.com/zerodhamarkets/status/1996118420614775106)  2025-12-03T07:24Z 80.9K followers, 3243 engagements


"Airports also require heavy upfront investment usually funded through debt. Rising interest costs pushed operators into financial stress. GVK eventually exited the sector because of debt pressures. Image: mint"  
[X Link](https://x.com/zerodhamarkets/status/1996835024025670063)  2025-12-05T06:52Z 80.9K followers, XXX engagements


"By 2019 the government wanted more private investment but needed a new approach to attract bidders. The solution was a per-passenger fee model. Operators would no longer share revenue but would pay AAI a fixed amount for every passenger handled. This made financial planning more predictable"  
[X Link](https://x.com/zerodhamarkets/status/1996835027053662629)  2025-12-05T06:52Z 80.9K followers, XXX engagements


"80% of IRCTC's debtors are from it's parent - Indian Railways"  
[X Link](https://x.com/zerodhamarkets/status/1996917089052058107)  2025-12-05T12:18Z 80.9K followers, 1109 engagements


"Aptus Value Housing stopped giving loans below INR X Lakh ticket size becaue they think those customers act very similar to MFI segment and Aptus doesn't want that"  
[X Link](https://x.com/zerodhamarkets/status/1996917092101378250)  2025-12-05T12:18Z 80.9K followers, XXX engagements


"You can already buy stuff from Walmart & Sam's club through ChatGPT and it will get more immersive in future"  
[X Link](https://x.com/zerodhamarkets/status/1996917104914977146)  2025-12-05T12:18Z 80.9K followers, 2828 engagements


"ONGC continues to double down on upstream exploration with 30000 to 35000 crore annually allocated to new projects. There is also a long-term bet outside India: the Mozambique gas fields. The Rovuma Basin holds roughly XXX trillion cubic feet of gas enough to meet Indias current demand for more than XX years. Image: ONGC Conference Call"  
[X Link](https://x.com/zerodhamarkets/status/1998386336714133620)  2025-12-09T13:36Z 80.9K followers, XXX engagements


"These forces shaped the entire history of memory. Intel launched the first commercial DRAM chip in 1970 and held an eighty-three percent share by 1974. But Japanese firms soon offered cheaper high-quality DRAM and overtook it"  
[X Link](https://x.com/zerodhamarkets/status/1996211692926390696)  2025-12-03T13:35Z 80.9K followers, XXX engagements


"Intel exited the DRAM business in 1985. Other American giants like IBM and Texas Instruments eventually followed. Then South Korea rose. With government backing Samsung and SK Hynix built world-class memory operations and pushed Japanese firms out of the top tier. Image: GARP"  
[X Link](https://x.com/zerodhamarkets/status/1996211695795229032)  2025-12-03T13:35Z 80.9K followers, XXX engagements


"Passenger traffic in India is soaring yet most airports barely make money. Today we will take a look at the hidden economics of airports the tug-of-war between airlines operators and the government and how policy experiments have shaped the business. 👇"  
[X Link](https://x.com/zerodhamarkets/status/1996835008292741239)  2025-12-05T06:52Z 80.9K followers, 7855 engagements


"Warner Bros has become the centre of a bidding war because Hollywood is undergoing its biggest structural change in decades. Lets unpack the collapse of the old studios the rise of Netflix and Skydance and the future of show business. 🧵👇"  
[X Link](https://x.com/zerodhamarkets/status/1999029885134844114)  2025-12-11T08:13Z 80.9K followers, 4213 engagements


"The scale of the opportunity is large. The global clean-tech market was about $XXX billion in 2023. The International Energy Agency expects it to cross $X trillion by 2035. But who actually makes these technologies today In 2023 about XX percent of new clean-tech manufacturing investment happened in China. Developing countries together accounted for less than X percent. Image: CSE"  
[X Link](https://x.com/zerodhamarkets/status/1998746496494444721)  2025-12-10T13:27Z 80.9K followers, XXX engagements


"In solar China produces about XX percent of the worlds panels. In batteries just two Chinese firms CATL and BYD made more than half of the global EV batteries in the first half of 2025. This dominance has two sides. Chinas scale has driven down the cost of solar and batteries helping the entire world adopt clean energy more quickly. Image: CSE"  
[X Link](https://x.com/zerodhamarkets/status/1998746499585655255)  2025-12-10T13:27Z 80.9K followers, XXX engagements


"The PSKY bid is backed by Jared Kushner and the sovereign wealth funds of Saudi Arabia and Qatar. It is also an all-cash offer which makes it look more appealing to investors. Both sides are now lobbying hard. PSKYs CEO says his offer will create a stronger more creator-friendly Hollywood. Netflixs Ted Sarandos says the counteroffer was expected and remains confident"  
[X Link](https://x.com/zerodhamarkets/status/1999029890759405926)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"The uncertainty around Warner Bros reflects a deeper crisis. The old Hollywood model built over a century is cracking under pressure from new economics and new competitors. Making movies has always been a high-risk business. Studios spend years and hundreds of millions on a film with no guarantee of success"  
[X Link](https://x.com/zerodhamarkets/status/1999029893326352420)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"On paper HBO Max had some of the best content in the industry. But the platform suffered from weak technology pricing mistakes and confusing branding. As challenges mounted Warner Bros Discovery made deeper cuts. It shelved near-complete projects and doubled down on old IP. None of it worked. By 2024 the stock had collapsed. Image: yahoo"  
[X Link](https://x.com/zerodhamarkets/status/1999029919180034446)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"The opposite of acquisitionsdivestitures gets far less attention but often creates more value. Selling or spinning off a division can sharpen focus and unlock performance that was hidden inside a larger organisation"  
[X Link](https://x.com/zerodhamarkets/status/1995481851323175294)  2025-12-01T13:15Z 80.9K followers, XXX engagements


"General Electrics recent breakup is a fresh example. Splitting off healthcare in 2023 and energy in 2024 helped create clearer more focused businesses. Despite this companies resist divestitures. Letting go of a division shrinks the empire and forces management to acknowledge a past mistake"  
[X Link](https://x.com/zerodhamarkets/status/1995481854414033011)  2025-12-01T13:15Z 80.9K followers, XXX engagements


"IOCL also turned around sharply. It posted a quarterly profit of 7610 crore after a loss last year. Refining margins jumped to $XXXXX per barrel from $XXXX nearly a nine-fold increase"  
[X Link](https://x.com/zerodhamarkets/status/1998386296008671593)  2025-12-09T13:36Z 80.9K followers, XXX engagements


"For refiners it works the other way. They buy crude as input and sell refined products. Lower crude prices reduce input costs and expand margins"  
[X Link](https://x.com/zerodhamarkets/status/1998386308683571208)  2025-12-09T13:36Z 80.9K followers, XXX engagements


"This is what happened during the recent outage. A file used to filter bots accidentally ballooned in size due to duplicated code. It exceeded the memory allocated for it causing servers to reject incoming requests"  
[X Link](https://x.com/zerodhamarkets/status/1998651291963371576)  2025-12-10T07:09Z 80.9K followers, XXX engagements


"BPCL reports with a one-quarter lag. Its Q1 FY26 standalone profit was 6124 crore with refining margins of $XXXX per barrel. These were lower mainly because it carried excess inventory. Image: BPCL Earnings Concall"  
[X Link](https://x.com/zerodhamarkets/status/1998386298894323990)  2025-12-09T13:36Z 80.9K followers, XXX engagements


"IOCL is spending about 33500 crore this year. Upgrades to its Panipat refinery alone will add XX million tonnes per annum of capacity by June 2026. BPCL is spending 20000 crore this year and plans to scale capex to 35000 crore by FY28 or FY29. Most of this is funded with internal cash rather than debt"  
[X Link](https://x.com/zerodhamarkets/status/1998386333232877833)  2025-12-09T13:36Z 80.9K followers, XXX engagements


"They break corporate spending into a few buckets: M&A capex intangible investments R&D and shareholder returns. What stands out is how the mix has shifted over time. Capex has shrunk as a share of total spending while everything else has grown. Image: Morgan Stanley"  
[X Link](https://x.com/zerodhamarkets/status/1995481829084950948)  2025-12-01T13:15Z 80.9K followers, XXX engagements


"Morgan Stanley highlights another nuance: many companies actually overspend on R&D. Returns are uncertain failures are common and costsespecially in areas like drug development have risen sharply"  
[X Link](https://x.com/zerodhamarkets/status/1995481878158258281)  2025-12-01T13:15Z 80.9K followers, XXX engagements


"Finally there are shareholder returns: dividends and buybacks. Both return cash to investors but operate very differently. Image: Morgan Stanley"  
[X Link](https://x.com/zerodhamarkets/status/1995481880829862210)  2025-12-01T13:15Z 80.9K followers, XXX engagements


"But numbers only tell part of the story. The companies commentary reveals far more about how consumer-facing businesses in India actually work. First expansion. All three companies grew by adding stores rapidly. Same-store gains helped but the real surge came from footprint expansiona trend now visible across the industry. Image: Motilal Oswal"  
[X Link](https://x.com/zerodhamarkets/status/1995753048766050329)  2025-12-02T07:13Z 80.9K followers, XXX engagements


"Is this risky Maybe. But V2 makes the economics sound compelling. Its new stores break even in month one. The breakeven point is around XXX per sq ft while new stores open above XXX per sq ft and grow from there. Image: V2 Retail Earnings Call"  
[X Link](https://x.com/zerodhamarkets/status/1995753051748020471)  2025-12-02T07:13Z 80.9K followers, XXX engagements


"Starting with ONGC. It reported a standalone profit of 9848 crore in Q2 FY26 down XX percent year-on-year. Realizations fell to $XXXXX per barrel from $XXXXX. But on a consolidated basis profit rose XX percent to 12615 crore. Image: ONGC"  
[X Link](https://x.com/zerodhamarkets/status/1998386290396684741)  2025-12-09T13:36Z 80.9K followers, 1184 engagements


"But it has also squeezed out firms in other countries. For economies that depend on manufacturing jobs cheap imports do not solve their development needs. It also increases dependence on Chinese supply chains. China has used its position strategically including export controls on key materials and disputes over industrial policy"  
[X Link](https://x.com/zerodhamarkets/status/1998746502659977426)  2025-12-10T13:27Z 80.9K followers, XX engagements


"At the same time China brings capital and technology abroad. Since 2011 Chinese firms have committed more than $XXX billion across XXX green-manufacturing projects in over XX countries. For developing economies China is both a partner and a chokepoint. The challenge is to work with it without becoming dependent on it"  
[X Link](https://x.com/zerodhamarkets/status/1998746505163993586)  2025-12-10T13:27Z 80.9K followers, XX engagements


"We usually pick stories because something has just happened: a new policy an earnings call or a report. Todays story began differently. A conversation about school picnics and water parks turned into a deep dive into a surprisingly complex industry. 🧵👇"  
[X Link](https://x.com/zerodhamarkets/status/1993941865125827036)  2025-11-27T07:16Z 80.9K followers, 8936 engagements


"This partnership has made Foxconn a major beneficiary of the worlds first $X trillion company. Every new GPU generation translates into demand for new server racks and Foxconn sits at the heart of that pipeline. Today Foxconn Quanta and Wistronall Taiwanese dominate the market. About XX% of the worlds AI servers are assembled in Taiwan"  
[X Link](https://x.com/zerodhamarkets/status/1994295062721909253)  2025-11-28T06:39Z 80.9K followers, XXX engagements


"Because chips and systems are built so close together Taiwanese firms benefit from unmatched speed and iteration. When problems arise solutions are often found in neighbouring factories. Thats why NVIDIA booked an entire Wistron factory until next year"  
[X Link](https://x.com/zerodhamarkets/status/1994295068115783831)  2025-11-28T06:39Z 80.9K followers, XXX engagements


"Chalet followed a very different path this quarter. Excluding a one-time residential sale its core revenue grew XX percent to XXX crore. It posted an EBITDA margin of about XX percent. ADR rose sharply by XX percent to 12170 which was the highest jump among the three companies. Image: Chalet Corporate Presentation"  
[X Link](https://x.com/zerodhamarkets/status/1995389734244552882)  2025-12-01T07:09Z 80.9K followers, XXX engagements


"Occupancy fell to XX percent due to XXX new rooms at the Westin Powai still ramping up. Chalet expects occupancy to recover in the second half. Chalet operates fully owned hotels that are run under global brands like Marriott or Accor. The buildings rooms and cash flows belong to Chalet. The global brand provides the name and the customer network. Image: Chalet Earnings Call"  
[X Link](https://x.com/zerodhamarkets/status/1995389737235104113)  2025-12-01T07:09Z 80.9K followers, XXX engagements


"Every company faces one core challenge: deciding how to allocate capital. It sounds simple but getting it wrong is one of the easiest ways to destroy value. A new Morgan Stanley report looks at how US companies have made these decisions over five decades. 🧵👇"  
[X Link](https://x.com/zerodhamarkets/status/1995481826454802789)  2025-12-01T13:15Z 80.9K followers, 5621 engagements


"Near your home the grid does the opposite. Voltage drops to safe levels and more current becomes available so your devices can draw what they need"  
[X Link](https://x.com/zerodhamarkets/status/1996549288005132484)  2025-12-04T11:56Z 80.9K followers, 1221 engagements


"The machine that makes both steps possible is the transformer. It repackages electricity so it can travel efficiently across the country and still be safe enough for a wall socket"  
[X Link](https://x.com/zerodhamarkets/status/1996549290492301357)  2025-12-04T11:56Z 80.9K followers, 1183 engagements


"Crude prices have crashed but Indias oil companies didnt move in the same direction. Refiners posted one of their best quarters while ONGCs profits weakened. If youve ever wondered how the same price fall creates winners and losers across the oil chain this thread breaks it down. 🧵"  
[X Link](https://x.com/zerodhamarkets/status/1998386287867498959)  2025-12-09T13:36Z 80.9K followers, 15.2K engagements


"Retail petrol prices in India have not been cut since March 2024. That means refiners gain from both ends: cheaper crude and unchanged selling prices. HPCL even noted on its earnings call that the government has allowed them to retain these gains. Image: HPCL Earning Conference Call"  
[X Link](https://x.com/zerodhamarkets/status/1998386311590522925)  2025-12-09T13:36Z 80.9K followers, XXX engagements


"The internet was designed to avoid single points of failure. Yet today one companys small internal mistake can take down banks social networks AI tools and critical infrastructure. This is the story of how Cloudflare ended up at the centre of it. 🧵👇"  
[X Link](https://x.com/zerodhamarkets/status/1998651247554081104)  2025-12-10T07:09Z 80.9K followers, 5273 engagements


"These firewalls helped but they couldnt prevent everything. Servers could only handle a certain volume of traffic. If a page suddenly became popular or faced a surge of requests it often crashed. Attackers soon exploited this weakness. By overwhelming servers with fake requests they could knock websites offline. Distributed denial-of-service attacks became a regular hazard by the mid-2000s"  
[X Link](https://x.com/zerodhamarkets/status/1998651261210808652)  2025-12-10T07:09Z 80.9K followers, XXX engagements


"Large platforms began solving some of these issues by bringing content closer to users. Akamai pioneered content delivery networks that stored cached copies of websites across the world improving speed and reducing load on original servers"  
[X Link](https://x.com/zerodhamarkets/status/1998651263945420902)  2025-12-10T07:09Z 80.9K followers, XXX engagements


"For more than three hours major parts of the online world were unreachable. AI services social networks streaming platforms and communication tools all went down. A single malfunctioning file had broken vast portions of the internet"  
[X Link](https://x.com/zerodhamarkets/status/1998651294467371325)  2025-12-10T07:09Z 80.9K followers, XXX engagements


"Earlier this month Warner Bros invited bids for its film studio and streaming business. Netflix emerged on top with a $XX billion offer. But the victory was short-lived. Days later Paramount Skydance or PSKY launched a hostile $XXX billion counteroffer for the entire business. Image: Bloomberg"  
[X Link](https://x.com/zerodhamarkets/status/1999029887609528410)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"The industry works a lot like venture capital. A few blockbusters pay for a long list of failures. Even the best studios cannot avoid misses. Strong intellectual property helps cushion the volatility. Harry Potter gave Warner Bros films merchandise and theme parks. But even big franchises cannot guarantee consistent returns. Image: Slate"  
[X Link](https://x.com/zerodhamarkets/status/1999029897524838561)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"Scale also offers little protection. Each movie brings fresh costs for talent marketing and distribution. When a franchise works the talent behind it becomes pricier. This is why mergers and acquisitions so often fail in Hollywood. There are few fixed costs to spread across projects"  
[X Link](https://x.com/zerodhamarkets/status/1999029900330856647)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"Within two decades it had grown large enough to acquire Paramount the studio behind The Godfather Interstellar and Top Gun. Meanwhile the incumbents tried adapting. At one point executives believed Netflix was weakening and that the old studios would prevail. The opposite happened"  
[X Link](https://x.com/zerodhamarkets/status/1999029913542865047)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"Warner Bros struggled through years of failed restructurings from the AOL merger in 2000 to the AT&T acquisition in 2018 to the later merger with Discovery. Its core cable and news businesses were shrinking. Its legacy IP was losing value. And its streaming service HBO Max failed to deliver"  
[X Link](https://x.com/zerodhamarkets/status/1999029915887480970)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"Skydance was rising as well. It delivered hits like Top Gun: Maverick and the latest Mission Impossible films. It expanded its animation slate and avoided burning money on its own streaming platform. Its cloud-based production model and use of AI and ML helped it scale globally in ways legacy studios could not"  
[X Link](https://x.com/zerodhamarkets/status/1999029928109683061)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"All of this set the stage for todays showdown. Two very different companies now want to control Warner Bros one of the oldest studios in Hollywood. Whichever side wins the industry will look very different. Consolidation will deepen. Tech will play a larger role in how films are made and monetised"  
[X Link](https://x.com/zerodhamarkets/status/1999029930534044145)  2025-12-11T08:14Z 80.9K followers, XXX engagements


"It is also not clear that buying Warner Bros is a good bet. The company once believed it was invincible before collapsing under its own mergers. Absorbing it could be costlier than the price tag. Even Netflixs shareholders are uneasy about acquiring such a sprawling and troubled business"  
[X Link](https://x.com/zerodhamarkets/status/1999029933029613831)  2025-12-11T08:14Z 80.9K followers, XXX engagements