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[@soicfinance](/creator/twitter/soicfinance)
"The landscape of different AUTO Ancs and their potential PAT growth + ROCE. V helpful table to fund out the ones that can grow faster and to do a P2P below"  
[X Link](https://x.com/soicfinance/status/1978093064892678407) [@soicfinance](/creator/x/soicfinance) 2025-10-14T13:38Z 263.2K followers, 31.5K engagements


"Its been almost XX months since the market made the top in sep 2024 and now being in the choppy zone where Nifty XXX being down almost X% but the brutality in the small and midcap index being higher where they are down X% and XXXX% respectively Its being a general trend in the past where market goes sideways for 15-16 months period after a big rally in the market. This seems to be like we are somewhere late part of the sideways correction Here are few of the industries that are showing relative strength currently Source - @stockscansin"  
[X Link](https://x.com/soicfinance/status/1978426298130133054) [@soicfinance](/creator/x/soicfinance) 2025-10-15T11:42Z 263.2K followers, 59.6K engagements


"Mr. Raamdeo Agrawal sharing the story behind his multibagger investment in Bharti Airtel 💰 Credit: A clip taken from Trust Capital YouTube channel"  
[X Link](https://x.com/soicfinance/status/1970077296355934380) [@soicfinance](/creator/x/soicfinance) 2025-09-22T10:46Z 263.1K followers, 53.5K engagements


"Indias shipbuilding value chain - who does what in order Integrators (Yards): final assembly hull blocks outfitting trials. Examples: MDL Cochin Shipyard GRSE Goa Shipyard L&T Defence. Hull & Structural Steel: marine plates sections bulb flats superstructure fab. Examples: SAIL JSW Tata Steel Pennar L&T Heavy Engg Krishana Defence (bulb bars). Propulsion & Powertrain: diesel/gas turbines gearboxes shafts CPP/FPP propellers. Examples: BHEL Kirloskar Oil Engines Siemens India ABB India CG Power. Electrical Power & Distribution: alternators switchgear power mgmt motors cabling. Examples: BHEL;"  
[X Link](https://x.com/soicfinance/status/1973675554940354937) [@soicfinance](/creator/x/soicfinance) 2025-10-02T09:04Z 263.2K followers, 75K engagements


"Did you know with an India-only portfolio you may be leaving alpha on the table Join our upcoming free live webinar Beyond Borders to decode global diversification taxes LRS and platforms. Date & Time: Sat XX Oct 3:30 p.m. IST Register For Free: Note: Limited Seats are available"  
[X Link](https://x.com/soicfinance/status/1975109894878486694) [@soicfinance](/creator/x/soicfinance) 2025-10-06T08:04Z 263.2K followers, 36.9K engagements


"CGHS rate revision has come in for hospitals after XX years. Big trigger for PAT growth. New rates effective Oct XX 2025. Preliminary review suggests avg hikes of 2530%+ across key procedures. Implications for private hospitals: If XX% of revs from govt schemes & XX% EBITDA margins a XX% hike could mean: ➡ XXX% revenue uplift ➡10% EBITDA growth"  
[X Link](https://x.com/soicfinance/status/1975156847091798030) [@soicfinance](/creator/x/soicfinance) 2025-10-06T11:11Z 263.2K followers, 31.7K engagements


"🚢 Deep Dive: Ports & Commercial Shipping Ports look simple the moat isnt. Once a port wins the hinterland & locks in shipping lines every incremental ship call adds software-like EBITDA. (Example: Adani Ports Q1 FY26 EBITDA margin XX% 👀) Inside the session ⚓ APSEZ XX% cargo share; Mundra XXX MMT ⚓ JSW Infra XXX MT FY25 aiming XXX MTPA by FY30 ⚓ 66000 Cr maritime MoUs signed (Sep25) Webinar Details: Topic: Deep Dive On Ports & Commercial Shipping Date & Time: XX Oct 2025 X p.m. (IST) onwards Registration Link: Platform: Zoom Recording available XX hours after the session Well decode how"  
[X Link](https://x.com/soicfinance/status/1976127985385431534) [@soicfinance](/creator/x/soicfinance) 2025-10-09T03:30Z 263.1K followers, 50.1K engagements


"Number of GAS Fired plants that are coming up to Power AI in USA"  
[X Link](https://x.com/soicfinance/status/1976632258023862647) [@soicfinance](/creator/x/soicfinance) 2025-10-10T12:53Z 263.1K followers, 19.3K engagements


"Which part of the ENERGY Transition value chain are you invested in"  
[X Link](https://x.com/soicfinance/status/1977262875803894088) [@soicfinance](/creator/x/soicfinance) 2025-10-12T06:39Z 263.2K followers, 34.5K engagements


"What are your key learnings from today's session Hopefully you loved this webinar"  
[X Link](https://x.com/soicfinance/status/1977322111673982978) [@soicfinance](/creator/x/soicfinance) 2025-10-12T10:35Z 263.2K followers, 25.8K engagements


"China added 295000 industrial robots in 2024 an all-time record which accounted for more than half of the 542000 new units deployed globally. This brought China's total operational stock to over X million robots making it the world leader in factory automation. While USA at 34000 was second & U.K @ 2400 was third. Dominance in robotics"  
[X Link](https://x.com/soicfinance/status/1978121399714623525) [@soicfinance](/creator/x/soicfinance) 2025-10-14T15:31Z 263.2K followers, 27.4K engagements


"One of the most bearish guys has turned bullish again 👇"  
[X Link](https://x.com/soicfinance/status/1978497189841137815) [@soicfinance](/creator/x/soicfinance) 2025-10-15T16:24Z 263.2K followers, 18.4K engagements


"Curious Question Apart from Banks and PSUs. Which are the other large cap stocks where you find valuation+growth comfort"  
[X Link](https://x.com/soicfinance/status/1973293007735763007) [@soicfinance](/creator/x/soicfinance) 2025-10-01T07:44Z 263.2K followers, 44.4K engagements


"Market share of luggage industry in India - Disclaimer - not a recommendation to buy/sell"  
[X Link](https://x.com/soicfinance/status/1974758665329799458) [@soicfinance](/creator/x/soicfinance) 2025-10-05T08:48Z 263.2K followers, 17.9K engagements


"Gold loan index is also showing great strength currently backed by the faster AUM growth because of the rising gold prices"  
[X Link](https://x.com/soicfinance/status/1978426307936395723) [@soicfinance](/creator/x/soicfinance) 2025-10-15T11:42Z 263.2K followers, 4361 engagements


"CV Finance Index: Index making new 52WH with improving relative strength"  
[X Link](https://x.com/soicfinance/status/1978426312185303179) [@soicfinance](/creator/x/soicfinance) 2025-10-15T11:42Z 263.2K followers, 4022 engagements


"Mr. Vijay Kedia's funny take on the recent IPO Rush 😂 Credit: A clip taken from @NDTVProfitIndia"  
[X Link](https://x.com/soicfinance/status/1976954781379052020) [@soicfinance](/creator/x/soicfinance) 2025-10-11T10:15Z 263.2K followers, 177.9K engagements


"PSU index is also looking to breakout of a range where govt draws up for mega merger plan doing further consolidation of PSU banks"  
[X Link](https://x.com/soicfinance/status/1978426337569218561) [@soicfinance](/creator/x/soicfinance) 2025-10-15T11:42Z 263.2K followers, 9274 engagements


"Internalise this one Picture and study it very carefully. This is the entire premise of BESS ecosystem that will get created over next X years"  
[X Link](https://x.com/soicfinance/status/1978456612420415910) [@soicfinance](/creator/x/soicfinance) 2025-10-15T13:43Z 263.2K followers, 26.5K engagements


"IRR in different projects for Independent power producers: X. 14%-15% if the project is selected well in Solar. X. 16%+ in Wind due to limited number of players. X. 12-14% in Pump storage Hydro The cost of a solar project is about INR X crore per megawatt compared to INR XXX crore per megawatt for PSPs - a massive NIR X crore per megawatt difference. The timeline is also different - a solar project can be completed in about X year - many even do it in X months - while a PSP takes about X years. Time and money hit hard here. Thus only few will participate in PSP projects for energy storage"  
[X Link](https://x.com/soicfinance/status/1978458414075216275) [@soicfinance](/creator/x/soicfinance) 2025-10-15T13:50Z 263.2K followers, 17.7K engagements


"Heritage foods concall 😃 "We're hoping more people have ice cream in their fridge vs soft drinks people would rather want a healthy product vs unhealthy product." Its like choosing between Pizza and a fried chicken burger"  
[X Link](https://x.com/soicfinance/status/1978750713321721937) [@soicfinance](/creator/x/soicfinance) 2025-10-16T09:11Z 263.2K followers, 25.4K engagements


"90% of our wealth is still ahead of us 🚀 The future of Indian markets looks exciting Credit: A clip taken from @NDTVProfitIndia"  
[X Link](https://x.com/soicfinance/status/1978773808799490078) [@soicfinance](/creator/x/soicfinance) 2025-10-16T10:43Z 263.2K followers, 87.9K engagements


"Total area of Mumbai is XXXXX square kilometres which is almost= The Adani Group's renewable energy park in Khavda Gujarat which spans a land area of XXX square kilometers. Huge scale"  
[X Link](https://x.com/soicfinance/status/1978914357581894122) [@soicfinance](/creator/x/soicfinance) 2025-10-16T20:02Z 263.2K followers, 26.2K engagements


"Usually in a bear market the negative sentiment gets amplified. Unemployment crisis External crisis India doesn't have any infra we will see a proper bear market etc etc. During a bull run the opposite happens. This is India's decade India is an infra story So and so industry has this much penetration vs the entire world. This reminds us of a saying that in bull markets reality trades at a premium but in bear markets reality trades at a discount by James Chanos"  
[X Link](https://x.com/soicfinance/status/1979452769036599365) [@soicfinance](/creator/x/soicfinance) 2025-10-18T07:41Z 263.2K followers, 25.3K engagements


"Regardless In any type of market you will find businesses growing their earnings at 25-30%+. That is your hunting spot as a bottoms up investor"  
[X Link](https://x.com/soicfinance/status/1979454384607051886) [@soicfinance](/creator/x/soicfinance) 2025-10-18T07:47Z 263.2K followers, 9013 engagements


"AI is a capex heavy play where these top X hyper-scalers are investing aggressively in capcity buildup for next few years Source - HSBC"  
[X Link](https://x.com/soicfinance/status/1979474361242272039) [@soicfinance](/creator/x/soicfinance) 2025-10-18T09:07Z 263.2K followers, 20.5K engagements


"ELI Lilly to invest more than $X Billion in India to expand"  
[X Link](https://x.com/soicfinance/status/1975639291599724562) [@soicfinance](/creator/x/soicfinance) 2025-10-07T19:08Z 263.2K followers, 22.6K engagements


"Key Players In The Rare Earth Industry Full Graphic: Credit: @WirescreenAI"  
[X Link](https://x.com/soicfinance/status/1976893543643070577) [@soicfinance](/creator/x/soicfinance) 2025-10-11T06:12Z 263.2K followers, 106.1K engagements


"Video coming on the BESS sector this Sunday :) Various players which operate here"  
[X Link](https://x.com/soicfinance/status/1978857322114912657) [@soicfinance](/creator/x/soicfinance) 2025-10-16T16:15Z 263.2K followers, 26.9K engagements


"After X non stop Quarters of 90%+ Sales growth for Dixon. Sales growth finally slows down to XX% YoY. When a fast growing business reports such a quarter. There can be readjustment in expectations Data via @stockscansin Disc: no reco to buy or sell"  
[X Link](https://x.com/soicfinance/status/1979614645662212535) [@soicfinance](/creator/x/soicfinance) 2025-10-18T18:24Z 263.2K followers, 26.9K engagements