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[@suryachaudhary1](/creator/twitter/suryachaudhary1)
"Adani ports The rising elephant 🐘 #Adani"  
[X Link](https://x.com/suryachaudhary1/status/1971474545237442724) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-09-26T07:18Z 15.9K followers, 17.9K engagements


"Tour and travel theme made ready for you 💪 X. Yatra - Pre travel planer X. Indigo - flight booking X. IRCTC - railway booking X. Travel food - airport dining X. GMR airports - airport infra X. Adani enterprises- airport ontra X. Indian hotels - hotels X. Samhi hotels - hotels X. Safari Ind Luggage backpacks XX. Oil India - Fueling + renewables"  
[X Link](https://x.com/suryachaudhary1/status/1975194304004976669) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-06T13:39Z 15.9K followers, 20.4K engagements


"Sectoral view ; Big negative X. Jewellery stocks X. Small fin banks Negative X. Large banks Positive X. IT tech X. Sugar stocks Big positive X. Metals and mining X. Retail consumption"  
[X Link](https://x.com/suryachaudhary1/status/1976154907280654727) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-09T05:16Z 15.9K followers, 44.5K engagements


"Waaree Renewable What chart says 1050 is bottom Valuations part; 👉PE corrected from XXX to now below X years median 🟰 XX 👉 EV/EBIt corrected to now below X years median 🟰 XX 👉M/Cap to sales now juts 5.5X (peaked 40x) 👉EBITDA margins getting stable from past X years 👉EPS growth have started to come (3Y EPS growth 🟰 XXX% & 1Y = 70%) 👉ROCE improving"  
[X Link](https://x.com/suryachaudhary1/status/1976924228352901184) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-11T08:14Z 15.9K followers, 8477 engagements


"Concord Control System Risk; X. SME X. Highly valued Reward; X. Super niche player X. Valuable ISO certification holder Mr. Mukul Agrawal (Increased stake) Mr. Ashish kacholia (Both invested)"  
[X Link](https://x.com/suryachaudhary1/status/1977709909408874886) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-13T12:16Z 15.9K followers, 5491 engagements


"Anand Rathi Q2FY26 performance in notes 📝 👉Top line growing about XX% 👉Bottom line growing about XX% 👉EPS growing about XX% 👉ROE of XX% 🎯Walking the talk achieving guidance #AnandRathi #WealthManagement"  
[X Link](https://x.com/suryachaudhary1/status/1977717407285203425) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-13T12:45Z 15.9K followers, 8916 engagements


"💡 What are IPMs (Intelligent Power Modules) IPMs combine semiconductor chips into a single compact unit. Used in; Electric vehicles (EVs) Air conditioners Inverters Motor drives Renewable energy systems"  
[X Link](https://x.com/suryachaudhary1/status/1979021963390579052) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-17T03:09Z 15.9K followers, 5634 engagements


"@RamizShaik67775 Happy Diwali 🪔"  
[X Link](https://x.com/suryachaudhary1/status/1980549347235516621) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-21T08:18Z 15.9K followers, XX engagements


"Waaree Renewable ✍As of FY26 Q-2 Total order book = XXXX GW (To be executed 12-15 months) 👉Note: Roughly 1GW of renewable power generates 1200cr top line 👉Current yearly top line = 2200cr 🎯For 3.48GW if executed in next XX months = 4100cr (topline) 🚀Almost double in 1.5Y for sure"  
[X Link](https://x.com/suryachaudhary1/status/1976970389864824964) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-11T11:17Z 15.9K followers, 19.4K engagements


"Tata motors (To be named as Tata Motors Passenger Vehicle Ltd) Is too cheap to be ignored now. #TaMo"  
[X Link](https://x.com/suryachaudhary1/status/1978161497000861972) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-14T18:10Z 15.9K followers, 84.5K engagements


"Page-4 of Rare Earth Elements Covered National Critical Mineral Mission (NCMM) of India (Fund : 16300cr + 18000cr) This answers why NMDC is at All time high #REE #GMDC #M&M #unominda No Reco or Buy/Sell I am still searching for another right company"  
[X Link](https://x.com/suryachaudhary1/status/1964641044915699723) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-09-07T10:45Z 15.9K followers, 9065 engagements


"Dixon Technologies Indias pride in EMS - from mobile phones to consumer durables 👉 Symbol of Atmanirbhar Bharat in EMS 👉 Strong partnerships with global & domestic brands 👉 A true case of Make in India Scale for the World 🌍 #Dixon"  
[X Link](https://x.com/suryachaudhary1/status/1967916052102398342) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-09-16T11:38Z 15.9K followers, 2622 engagements


"The Valuation + Guidance series Page No. X /10 (More the stars 🌟 better it is) Stocks covered; X. Eco Recycling  X. Antony waste management X. Effwa Infra (Portfolio stock) X. Aarti Pharmalab X. Mankind pharma"  
[X Link](https://x.com/suryachaudhary1/status/1936808875430130051) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-06-22T15:29Z 15.9K followers, 35.7K engagements


"Rare Earth element series (Page-1 X and 3) India // Australia // USA : seeking solution on reducing dependency on China Will study below companies one-by-one X. Vedanta X. Hind Zinc X. Nalco X. GMDC* X. Permanent magnets 🧲 X. IREL (IPO awaited next year) #StockSutraSachin #RareEarths #rare #rareearth #RARE #metal"  
[X Link](https://x.com/suryachaudhary1/status/1962124065369624611) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-08-31T12:03Z 15.9K followers, 30.6K engagements


"Its not for copying Study before picking these X. Ultratech X. Max health X. Beta drug (risk involve) X. Adani ports X. Aether industries"  
[X Link](https://x.com/suryachaudhary1/status/1965385209299567073) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-09-09T12:02Z 15.9K followers, 2483 engagements


"This is quality sum up X. Waaree is solar king (getting back ward integration ready) X. Sarda energy and minerals has two sunrise edge (power and minerals) X. Mankind pharma - Rural India focus pharma company (over XX% market share in rural India)"  
[X Link](https://x.com/suryachaudhary1/status/1965676706389426588) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-09-10T07:20Z 15.9K followers, 4010 engagements


"📊 Top Acquisitions (Source : NSE filing CF-SAST- Reg29-11-Sep-25) X. Jio Financial Services X. Veranda Learning Solutions 👉 Catalyst Trusteeship Ltd (3.18 Cr shares) 👉 JM Financial Services Ltd (0.54 Cr shares) X. Praxis Home Retail X. Aditya Vision Ltd X. Anlon Healthcare Ltd X. Paisalo X. HCG (Portfolio stock)"  
[X Link](https://x.com/suryachaudhary1/status/1966102114423153054) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-09-11T11:30Z 15.9K followers, 5049 engagements


"Fundamental Analysis Series - XXX (For beginners only) Topic : Ratios Easy to understand 👇 X. Debtor days : Shorter the Better X. Inventory days : Shorter the Better X. Days Payable : Higher the Better X. Cash Conv. Cycle : Shorter the Better X. Working Capital days : Shorter is good"  
[X Link](https://x.com/suryachaudhary1/status/1977561869322768707) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-13T02:27Z 15.9K followers, 7290 engagements


"U have a very strong point Thats the thesis Tata motors passengers vehicles arm is now available at below Hyundais market cap Where as sales of Tata cars is more than Hyundai Yes there are some concerns of servicing but with demerger the management would be able to focus more in better way"  
[X Link](https://x.com/suryachaudhary1/status/1978446190200201407) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-15T13:01Z 15.9K followers, 5862 engagements


"🚨Breaking news Kaynes Technology has achieved a major breakthrough it has manufactured Indias first IPM (Intelligent Power Module) Multi-Chip Module (MCM) in partnership with: AOSUSA and Mitsui Japan. Assembled tested and quality-cleared entirely in India a first-of-its-kind milestone. The plant will produce up to XXX million chips per day by FY2627"  
[X Link](https://x.com/suryachaudhary1/status/1979023454109159679) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-17T03:15Z 15.9K followers, 4071 engagements


"Aeroflex Orders from data centers business started flowing for Aeroflex XXX crore order for Aeroflex Bellow liquid-cooling solutions for data centers from US corporation's subsidiary. #Aeroflex"  
[X Link](https://x.com/suryachaudhary1/status/1979063452778860644) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-17T05:54Z 15.9K followers, 12.6K engagements


"✍✍The real money lies in the mines and rare earth ✍Solar panels theme outdated due to over supply ✍Even solar cells theme will over supply in few years"  
[X Link](https://x.com/suryachaudhary1/status/1979493369756954946) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-18T10:22Z 15.9K followers, 8464 engagements


"How big the risk is Trump Tariffs on Indian Pharma Indian pharma companies and their US exposure %age of revenues; X. Aurobindo = XX% X. Zydus = XX% X. Dr Reddy's = XX% X. Biocon = XX% X. Sun Pharma = 33%"  
[X Link](https://x.com/suryachaudhary1/status/1971550035872780638) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-09-26T12:18Z 15.9K followers, 3287 engagements


"My top X holdings X. Ultratech Cement X. Max health care X. VOEPL X. E2E networks X. Gravita India Each of them are X to X% of my total portfolio (in descending order)"  
[X Link](https://x.com/suryachaudhary1/status/1976652185598566400) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-10T14:13Z 15.9K followers, 21.2K engagements


"Diwali pick 2025 (DYDD first) (View 1Y+) Date : XX Oct 2025. X. Titagarh X. Piccadily X. Waaree Renewable X. Tara Chand Infra X. Sona BLW X. Vishal mart X. Angel one X. NLC India Disc : invested in few This is not a Reco Study and decide yourself"  
[X Link](https://x.com/suryachaudhary1/status/1979386107193426323) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-18T03:16Z 15.9K followers, 18.5K engagements


"@sriram_lok10552 NLC KIOCL NMDC"  
[X Link](https://x.com/suryachaudhary1/status/1979498669054599572) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-18T10:43Z 15.9K followers, XXX engagements


"#VOEPL 👉Board approved migration to BSE Main/NSE. Before that some quality companies from my Watchlist/Portfolio list which were listed as SME but now in main board ; X. Advait energies X. Waaree Renewable X. Ksolves India (not tracking anymore)"  
[X Link](https://x.com/suryachaudhary1/status/1980860012634468396) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-22T04:53Z 15.9K followers, 9815 engagements


"Used so far total 🟰( X ) banking apps from different banks What tops in my list is : IDFC First bank Not sure about stock price action but Digital Banking services from IDFC are top class. With digital banking world this bank is one step ahead of all and competing with paytm / phone pay / navi etc"  
[X Link](https://x.com/suryachaudhary1/status/1980919972663803925) [@suryachaudhary1](/creator/x/suryachaudhary1) 2025-10-22T08:51Z 15.9K followers, 3784 engagements