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[@ResearchSOIC](/creator/twitter/ResearchSOIC)
"The Rise of Super Specialisation: Oncology and CONGO The shift towards specialty care is pronounced driven by the increasing burden of non-communicable diseases (NCDs) which accounted for nearly XX% of all deaths in India in 2016. This fuels the growth of high-value specialties such as Cardiology Oncology Neurosciences and Orthopaedics (CONGO). Several players including MAXHEALTH and HCG are aggressively expanding their Oncology offerings viewing it as a major structural growth driver Source - JM Financials"  
[X Link](https://x.com/ResearchSOIC/status/1974775940510081207) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-05T09:57Z 3781 followers, XXX engagements


"These entities leverage scale brand equity and diversified service offerings. Max Healthcare stands out with industry-leading operational metrics including a Q1 FY26 network occupancy of XX% an ARPOB of 78200 and a ROCE of 26%. Its strategy is focused on deepening its presence in the high-potential Delhi NCR and Mumbai markets. Apollo Hospitals the largest player by network size is executing a significant pan-India expansion of over 3500 beds. A key value-unlocking catalyst for Apollo is its HealthCo subsidiary which combines a vast pharmacy network with a digital platform and is on track for"  
[X Link](https://x.com/ResearchSOIC/status/1974775943806722114) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-05T09:57Z 3781 followers, XXX engagements


"Apollo hospitals AHEL reported consolidated revenue growth of XX% YoY in Q1 FY26 (5842 crore). The company is Indias largest integrated healthcare ecosystem. Strategic capacity expansion targets 13750+ approved beds by FY30. The company is proceeding with the strategic reorganisation/demerger of Apollo HealthCo (Omnichannel pharmacy and digital health) which targets a revenue run-rate of 25000 crore by the end of FY27 with X% EBITDA margins on a combined basis"  
[X Link](https://x.com/ResearchSOIC/status/1974775955391443197) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-05T09:57Z 3781 followers, XXX engagements


"Max Healthcare MAXHEALTH delivered a strong start to FY26 with XX% YoY revenue growth. The Existing Units showed robust performance reaching around XX% occupancy (excluding recent additions). The focus metric is annualized EBITDA per bed which stood at XX lakhs for the Network. Expansion plans include Nanavati and Smart Saket opening phases in Q3 FY26 supporting the target to double bed capacity in the next XX years"  
[X Link](https://x.com/ResearchSOIC/status/1974775961653551272) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-05T09:57Z 3781 followers, XXX engagements


"To summarise this is how broadly the value chain of AI can look like and there can be many more very interesting plays in the world of AI apart from this For example - there is one company listed in hong kong exchange that operates in China is into Pre-fabricated data centre solutions (Wasion) whose subsidiary WeYoung is into this business. Weyoungs overseas orders have rocketed by XXX% year-over-year from just RMB XXXX million in H1 2024 to RMB XXX million in H1 2025. So this list can be unending but what one can do is go on step by step in analysing each part of this AI value chain and can"  
[X Link](https://x.com/ResearchSOIC/status/1978012185004569002) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-14T08:17Z 3788 followers, XXX engagements


"Just quickly listing out some of the proxy plays - Picking out the shovel that is digging the gold Connectors & Optics Theme: Connectors/Optics Modules. High-speed data transfer (800G to 1.6T) necessitates fiber components with high margins. Co: Fujikura (5803.T). Thesis: High Operating Profit Margin (OPM) beneficiary of GPU cross-connects increasing usage of optical multi-core connectors. Evidence: Holds high market share in multi-core optical cables/connectors for DC/AI server apps Power Supply Theme: AI Rack Power Supply. High power density requires specialized high-share vendors. Co:"  
[X Link](https://x.com/ResearchSOIC/status/1978012189320446107) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-14T08:17Z 3789 followers, XXX engagements


"Before a pill reaches your palm a snack hits the shelf or an EV part clears the assembly line theres a quiet check point: testing. In India one name keeps appearing at that gate-Vimta Labs-a 40-year-old Hyderabad-based contract research & testing specialist Let's Dig deeper to understand what exactly does Vimta labs do 👇"  
[X Link](https://x.com/ResearchSOIC/status/1967139137930289564) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-09-14T08:11Z 3820 followers, 41K engagements


"Memory has become the new frontier for AI because it directly addresses the most significant limiting factor in AI performance today. For decades memory chips like DRAM (Dynamic Random-Access Memory) were the unglamorous low-margin part of the semiconductor industry. They were treated as a commodity where the primary goal was to produce them as cheaply as possible. The real value and innovation were seen in processor chips (CPUs and GPUs) from companies like Nvidia and Intel. The new thesis driven entirely by the AI revolution is that memory is no longer a commodity but a critical performance"  
[X Link](https://x.com/ResearchSOIC/status/1978012143581622338) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-14T08:16Z 3823 followers, XXX engagements


"Here also the market is controlled by the triads - SK Hynix and Samsung (Korean players) and Micron (American player) together they control close to XX% market share SK Hynix leads the AI memory market surpassing Samsung thanks to its early development of High Bandwidth Memory (HBM) starting in 2013. HBM which stacks DRAM chips for faster data transfer was crucial for AI. SK Hynix's superior MR-MUF manufacturing process resulted in a more reliable product making it a key supplier for Nvidia's AI chips. Micron is also one of the players that has been selected for the HBM chips or Nvidias H200"  
[X Link](https://x.com/ResearchSOIC/status/1978012148174381526) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-14T08:17Z 3824 followers, XXX engagements


"Layer 1: Data centres has to be the base layer of things Data centers housing servers with powerful GPUs and specialized accelerators like TPUs FPGAs and ASICs are the foundational backbone for machine learning computations. The maturation of distributed computing technologies will further enhance this enabling the combined processing power of networked machines to tackle large-scale machine learning tasks. This will also incentivize portfolios heavily invested in advanced networking solutions. Beyond hardware the initial phase also saw significant advancements in machine learning software."  
[X Link](https://x.com/ResearchSOIC/status/1978012161969414278) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-14T08:17Z 3824 followers, XXX engagements


"The physical brains fabrication and intellectual property layer. Names: TSMC ($978B m-cap) (Foundry) Cadence Design Synopsys (EDA/Design). KPIs: Node maturity (e.g. 2-5nm vs. India's 28nm target) CoWoS capacity ramp. GPUs CPUs TPUs specialized accelerators (ASICs) and high-speed networking. Names: NVDA (dominant) AMD TE Connectivity Fabrinet (Optics) Intel Cisco (Silicon P200 - Long distance data centre connectivity) KPIs: Flops/GPU Interconnect bandwidth (400G/800G/1.6T)"  
[X Link](https://x.com/ResearchSOIC/status/1978012166486688247) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-14T08:17Z 3824 followers, XXX engagements


"Indian Pharma players September and Q2Fy26 export performance - MoM winners (Sep25) - Ami Organics +468% JB Chem +226% Blue Jet +134% Natco +119% Solara +103% Neuland +94% Cipla +59% Divis +24% YoY (Sep25 vs Sep24) leaders: Sequent Scientific +287% JB Chem +62% Laurus Labs +58% Ami Organics +50% Natco +49% Sai Life +47% Aarti drugs +43.64% Blue Jet Health +39.68% Q2FY26 YoY leaders: Sequent scientific +219.46% Laurus Labs +67.52% Natco Pharma +52.57% Ngl Finechem +28.21% Cipla +27.49% Aarti drugs +22.70% Disclaimer - Not a recommendation to buy/sell"  
[X Link](https://x.com/ResearchSOIC/status/1978370015872082373) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-15T07:59Z 3825 followers, 56.1K engagements


"Here a while back we discussed Zomato (Eternal) A webinar one can refer to understand how to analyse and value platform business The valuation in this might not make sense now as a lot of facts changed for the company but a template one can use to understand on how to value platform businesses Disclaimer - We had an active recommendation in the company in past and have exited a while back. This is not a recommendation to buy/sell and is only for education purpose"  
[X Link](https://x.com/ResearchSOIC/status/1980508101749952561) [@ResearchSOIC](/creator/x/ResearchSOIC) 2025-10-21T05:35Z 3825 followers, 20K engagements