#  @Akash17971 Akash Chaudhary Akash Chaudhary posts on X about stocks, india, strong, solar the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1896573440485904384/interactions)  - [--] Week [-------] +61% - [--] Month [---------] -11% - [--] Months [---------] +36,984% ### Mentions: [--] [#](/creator/twitter::1896573440485904384/posts_active)  - [--] Week [---] -12% - [--] Month [---] +21% - [--] Months [-----] +1,474% ### Followers: [-----] [#](/creator/twitter::1896573440485904384/followers)  - [--] Week [-----] +6.20% - [--] Month [-----] +19% - [--] Months [-----] +8,440% ### CreatorRank: [-------] [#](/creator/twitter::1896573440485904384/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #5548 [countries](/list/countries) 25.62% [stocks](/list/stocks) 13.22% [technology brands](/list/technology-brands) 9.09% [automotive brands](/list/automotive-brands) 4.13% [gaming](/list/gaming) 0.83% **Social topic influence** [stocks](/topic/stocks) #378, [india](/topic/india) 25.62%, [strong](/topic/strong) 18.18%, [solar](/topic/solar) #314, [hitachi](/topic/hitachi) #45, [$6501t](/topic/$6501t) #45, [$gev](/topic/$gev) #23, [bank of](/topic/bank-of) #219, [finance](/topic/finance) #3009, [growth](/topic/growth) 5.79% **Top accounts mentioned or mentioned by** [@dhawaldoshi5](/creator/undefined) [@anvith](/creator/undefined) [@gargaditya](/creator/undefined) [@garg_aditya_](/creator/undefined) [@vishpradp](/creator/undefined) [@sharmaaniket03](/creator/undefined) [@anvith_](/creator/undefined) [@vsvicky](/creator/undefined) [@ashishmeher7](/creator/undefined) [@bijaykumarbhuy6](/creator/undefined) [@jagatnarayan786](/creator/undefined) [@grok](/creator/undefined) [@pankajtasks](/creator/undefined) [@gingerinvest44](/creator/undefined) [@bharatjaain](/creator/undefined) [@muvendhan2810](/creator/undefined) [@vsvicky_](/creator/undefined) [@trendspark420](/creator/undefined) [@viralbshah](/creator/undefined) [@azeldivekar](/creator/undefined) **Top assets mentioned** [GE Vernova Inc. (GEV)](/topic/$gev) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) ### Top Social Posts Top posts by engagements in the last [--] hours "Do You Know You Could Sell These Stocks Around the Top Area ๐ฅ๐ Quality Power Alpex Solar Rajesh Power Transrail HBL Engineering EPACK Prefab Oriana Power ACME Solar Danish Power Kaynes Technology Not by predicting the top. Not by following news. ๐ But by simply respecting trendlines and price structure. Be patient - lets find out how. Ill explain [--] charts to show how this framework helped exit around the top area and avoid major drawdowns step by step ๐ This is a very simple and basic yet hardly anyone uses it because most people chase sophisticated systems for entries and exits - and" [X Link](https://x.com/Akash17971/status/2013306131695968379) 2026-01-19T17:42Z [----] followers, 48.2K engagements "High-Growth Stocks: Companies With 100%+ YoY Sales Growth in Q3 ๐ฅ๐ฅ๐ฅ Netweb Waaree Energies Waaree Renewable MCX Quality Power Bondada Engineering Hindustan Copper Cupid Eternal Thangamayil Jewellery Madhya Bharat Agro SG Finserve Lloyds Metals SEAMEC Indo Thai Securities Ravindra Energy ICICI Prudential Life Saatvik Green Energy Emmvee Photovoltaic Krishana Phoschem Valiant Communications Tata Investment Corporation When companies report 100%+ year-on-year sales growth it is rarely accidental. Such sharp growth usually points to a strong underlying trigger - it could be government policy" [X Link](https://x.com/Akash17971/status/2020063484755722426) 2026-02-07T09:14Z [----] followers, 40.1K engagements "Top Stocks Back to Their Value Zone (200 EMA Study List) ๐๐๐ [--]. Indo Farm [--]. Rajesh Power [--]. Transrail [--]. GMDC [--]. Manorama Industries [--]. Anant Raj [--]. Waaree Energies [--]. UltraTech Cement [--]. Vimta Labs [--]. Glenmark Pharma [--]. Max Healthcare [--]. Apollo Hospitals [--]. ICICI Bank [--]. Kaynes Technology [--]. Solar Industries [--]. Bosch Why [---] EMA Matters (Short & Powerful Points) ๐ [--] [---] EMA acts as the long-term value zone where strong stocks often cool off after big rallies. [--] When a stock holds the [---] EMA and forms a structure around it it often marks the beginning of a new medium-term cycle." [X Link](https://x.com/Akash17971/status/1993248013276618947) 2025-11-25T09:18Z [----] followers, 18.6K engagements "Indias [--] Most Trusted Mutual Funds - The Ultimate Category Breakdown ๐ฅ๐ฅ๐ฅ [--] LARGE CAP (Bluechip Stocks) ICICI Prudential Large Cap Fund Mirae Asset Large Cap Fund Kotak Large Cap Fund [--] FLEXICAP (All-Cap Flexibility) Parag Parikh Flexi Cap Fund HDFC Flexi Cap Fund Motilal Oswal Flexi Cap Fund [--] MIDCAP (Mid-Sized Growth) Invesco India Mid Cap Fund Motilal Oswal Midcap Fund HDFC Mid Cap Fund [--] SMALLCAP (High Growth High Risk) Bandhan Small Cap Fund Quant Small Cap Fund Nippon India Small Cap Fund [--] MULTICAP (Equal LargeMidSmall Allocation) ICICI Prudential Multicap Fund Nippon India Multicap" [X Link](https://x.com/Akash17971/status/1998289151637193198) 2025-12-09T07:10Z [----] followers, 135.8K engagements "@vsvicky_ Nifty [--] 28k target is quite achievable in [----]. Let's see what happens. I am tracking Max Healthcare SBI and Ujjivan SFB. No recommendations" [X Link](https://x.com/Akash17971/status/2007416552883409074) 2026-01-03T11:39Z [----] followers, [---] engagements "Earnings Day: Some Companies That Stood Out Today ๐๐ Sales YOY% Bank of Maharashtra 16.12% ICICI Prudential Life 403% ICICI Lombard 12.07% TCS 4.87% Navkar Corporation 43.56% Oriental Hotels 14.23% Anand Rathi Wealth 22.18% ๐ Use earnings days like this to focus on numbers first opinions later. No recommendations TARIL Q3 FY26 Results (Consolidated) ๐จ๐ Transformers & Rectifiers (India) Ltd delivered a strong quarter on a consolidated basis showing sharp acceleration both QoQ and YoY. Revenue from Operations (Consolidated) ๐ธ Q3 FY26: [------] Cr ๐ธ Q2 FY26: [------] Cr ๐ธ Q3 FY25:" [X Link](https://x.com/Akash17971/status/2011111997312762326) 2026-01-13T16:23Z [----] followers, [----] engagements "Quant Small Cap Fund December [----] Portfolio Snapshot ๐ฅ๐ Top Holdings ( 1.5% of NAV) (Showing breadth + conviction) Reliance Industries 9.79% Jio Financial Services 5.99% RBL Bank 4.02% Aegis Logistics 3.18% Adani Power 2.90% Sun TV Network 2.89% Anand Rathi Wealth 2.69% Piramal Finance 2.39% Aster DM Healthcare 2.34% Bikaji Foods 2.31% Ventive Hospitality 2.15% Poly Medicure 2.06% HFCL 2.05% NBCC (India) 2.00% Adani Enterprises 1.86% Adani Green Energy 1.85% Capri Global Capital 1.76% AB Lifestyle Brands 1.71% Usha Martin 1.63% Bayer CropScience 1.59% No extreme single-stock concentration" [X Link](https://x.com/Akash17971/status/2011467729354805647) 2026-01-14T15:57Z [----] followers, [----] engagements "@Anvith_ Over long periods ARPOB leaders usually outperform volume-led hospitals ๐ฅ I track Max Healthcare and Aster DM Healthcare. No recommendations" [X Link](https://x.com/Akash17971/status/2011684968360280403) 2026-01-15T06:20Z [----] followers, [---] engagements "๐งต (4/5) Private Banks South Indian Bank Despite Nifty Private Bank being choppy near breakout South Indian Bank is clearly outperforming its index and behaving more like Nifty PSU Bank. This stock is leading from the front and its future movement can act as a footprint for other banks. Tracking this is very important. DCB Bank DCB Bank is also outperforming the Nifty Private Bank. It has given a clean breakout from a rounding bottom followed by a proper retest and is now moving higher. The stock is currently near a smaller resistance level around [---]. If this level breaks strong continuation" [X Link](https://x.com/Akash17971/status/2012091561883193521) 2026-01-16T09:16Z [----] followers, [---] engagements "๐งต (5/5) Small Finance Banks AU Small Finance Bank After breaking its key resistance AU Small Finance Bank is continuously moving upward respecting a rising trendline. While the trendline is not yet fully validated the overall trend is clearly up. This makes AU SFB an important stock to study closely within the small finance banking space. Ujjivan Small Finance Bank Ujjivan SFB is approaching a key resistance zone around [----] after forming a rounding bottom structure. The focus here should be on how the price reacts at the breakout zone - whether it breaks out retests and then continues" [X Link](https://x.com/Akash17971/status/2012091567843262616) 2026-01-16T09:16Z [----] followers, [---] engagements "@Anvith_ Awesome bro ๐ Congratulations. Mirae Asset Large & Midcap Fund is one of the finest funds. ๐" [X Link](https://x.com/Akash17971/status/2012541018558640324) 2026-01-17T15:02Z [----] followers, [---] engagements "Real Growth on the Table: Companies That Delivered Rock-Solid Q3 Results ๐ฅ๐ฅ๐ฅ Waaree Energies Thangamayil Jewellery Eternal KPI Green Energy K.P. Energy TARIL Atlanta Electricals Senores Pharma Netweb Tatva Chintan Ravindra Energy ICICI Prudential Life Krishana Phoschem Indo Thai Securities [---] ONE WAM Madhya Bharat Agro Products Waaree Renewable Smartworks Coworking Polycab India Hindustan Zinc Bajaj Consumer CreditAccess Grameen Piccadily Agro Quarterly results are not just about numbers - they are about execution โ โ Q3 performance matters because it reflects how well a company is ๐ 1." [X Link](https://x.com/Akash17971/status/2014276936210796829) 2026-01-22T10:00Z [----] followers, [----] engagements "@Anvith_ Clean well-curated list across market caps ๐ I track ๐ [--]. Parag Parikh Flexi Cap Fund [--]. HDFC Flexi Cap Fund [--]. ICICI Prudential large-cap fund No reco" [X Link](https://x.com/Akash17971/status/2014285071076020438) 2026-01-22T10:32Z [----] followers, [---] engagements "@Garg_Aditya_ Great post bro ๐๐ป I track HDFC Flexi Cap Fund ICICI Prudential Large Cap Fund and Quant Small Cap Fund. No recommendations" [X Link](https://x.com/Akash17971/status/2014350890166268313) 2026-01-22T14:54Z [----] followers, [---] engagements "You Could Have Exited These Stocks Before the Big Fall ๐ Waaree Energies Oriana Power KPI Green Energy Quality Power Alpex Solar Rajesh Power Transrail Kaynes Technology HBL Engineering EPACK Prefab ACME Solar KRN Heat Exchanger These stock names are only examples - the idea is about the price structure which can appear in many other stocks as well. The idea is very simple: Draw a clean upward trendline. Let price respect it again and again. Make sure the slope is healthy not vertical. The stock should have already moved up meaningfully. Stay invested as long as the price stays above the" [X Link](https://x.com/Akash17971/status/2014617327481053221) 2026-01-23T08:32Z [----] followers, 27.7K engagements "Adani Group Stocks ๐๐๐ Adani Enterprises 10.65% ๐ป Adani Ports 7.5% ๐ป Adani Green 15% ๐ป Adani Power 5.65% ๐ป Adani Total Gas 5.5% ๐ป Adani Energy Solutions 12.12% ๐ป What Happened Recently the U.S. Securities and Exchange Commission (SEC) asked a U.S. federal court for permission to serve legal summons directly by email to Gautam Adani and Sagar Adani in connection with a fraud and bribery case tied to alleged misleading disclosures in a bond offering. This is after India did not serve the summons through normal diplomatic channels under international treaty provisions. The SEC alleges" [X Link](https://x.com/Akash17971/status/2014640703809454354) 2026-01-23T10:05Z [----] followers, [----] engagements "100%+ Growth in Q3 FY26: Stocks That Shocked the Market ๐ฅ๐ฅ๐ Waaree Energies Thangamayil Jewellery Eternal Netweb Ravindra Energy Waaree Renewable ICICI Prudential Life Indo Thai Securities Krishana Phoschem Madhya Bharat Agro MCX Emmvee Photovoltaic SG Finserve ๐ธ Stocks dont deliver 100%+ growth in a single quarter without a strong underlying reason. ๐ธ Such explosive performance often reflects major fundamental triggers - like sharp profit growth revenue acceleration large order wins margin expansion sector tailwinds turnaround signals or a shift in business outlook. ๐ธ Instead of just" [X Link](https://x.com/Akash17971/status/2015022676268790062) 2026-01-24T11:23Z [----] followers, 17.7K engagements "ICICI Prudential Life 403% ๐ฎ" [X Link](https://x.com/Akash17971/status/2015022716215230616) 2026-01-24T11:23Z [----] followers, [----] engagements "@vishpradp ICICI Prudential Life life insurance MCX commodity exchange Tracking patiently and waiting for valuation comfort before building positions makes sense. No recommendation" [X Link](https://x.com/Akash17971/status/2015138284700410268) 2026-01-24T19:03Z [----] followers, [--] engagements "From global uncertainty to structural demand metals remain a critical sector ๐ฅ [--] Best metal stocks to track ๐ [--]. Vedanta [--]. Tata Steel [--]. GMDC [--]. Sandur Manganese [--]. MOIL [--]. Ashapura Minechem [--]. NMDC [--]. Jain Resource Recycling [--]. Pondy Oxides [--]. Gravita India [--]. Lloyds Metals [--]. Jindal Steel [--]. SAIL [--]. Jindal Stainless [--]. Sarda Energy [--]. Hindustan Zinc [--]. Hindalco Industries [--]. Hindustan Copper [--]. JSW Steel [--]. Adani Enterprises Metals are benefiting from two powerful forces at the same time ๐ ๐ถ First global uncertainty. During periods of geopolitical stress supply disruptions" [X Link](https://x.com/Akash17971/status/2015448864908870021) 2026-01-25T15:37Z [----] followers, 13.2K engagements "Good list to track ๐ Acutaas Chemicals specialty chemicals Oriana Power renewable EPC Transrail power transmission Ashapura Minechem mineral processing Quality Power power equipment CarTrade auto classifieds Interarch pre-engineered buildings Astra Microwave defence electronics Apollo Micro Systems defence systems Vintage Coffee coffee exports Shaily Engineering plastic engineering Senores Pharma pharma formulations Rajesh Power power EPC Quality businesses to study ๐ No recommendations. https://twitter.com/i/web/status/2015828977177567380 https://twitter.com/i/web/status/2015828977177567380" [X Link](https://x.com/Akash17971/status/2015828977177567380) 2026-01-26T16:47Z [----] followers, [----] engagements "@Garg_Aditya_ Netweb AI servers Yatharth Hospitals hospital chain Interarch PEB structures Corrections usually separate noise from opportunity and offer better accumulation windows. No recommendation" [X Link](https://x.com/Akash17971/status/2016035690853900641) 2026-01-27T06:28Z [----] followers, [---] engagements "ETFs That Cover Almost Everything. Quality ETFs to Study for Long Term ๐ฅ Nippon India Silver ETF HDFC Gold ETF Nippon India ETF Nifty [--] BeES Nifty [--] Value [--] ETF ICICI Prudential Nifty Next [--] ETF ICICI Prudential Nifty Midcap [---] ETF HDFC Nifty Smallcap [---] ETF ICICI Prudential Nifty Metal ETF Nippon India ETF Nifty IT Nippon India Nifty Auto ETF Nippon India ETF PSU Bank BeES ICICI Prudential Nifty FMCG ETF Motilal Oswal Nasdaq [---] ETF Nippon India ETF Hang Seng BeES Why ETFs Low cost. Transparent. Diversified. No fund manager risk. No stock-specific stress. Just clean participation in" [X Link](https://x.com/Akash17971/status/2016069169427726844) 2026-01-27T08:42Z [----] followers, [----] engagements "Indian Companies Likely to Benefit From India-European Union Historic Free Trade Agreement ๐ฅ 1) Textiles & Apparel ๐ฉณ These companies already export significant volumes of garments home textiles and yarns - a core beneficiary sector under the FTA. Welspun Living Indo Count Industries KPR Mill Trident Arvind Vardhman Textiles Gokaldas Exports Raymond Bombay Dyeing Why they benefit: Indias apparel and textiles are now more price-competitive in the EU market with reduced duty barriers. 2) Pharmaceuticals & APIs ๐ Indian pharma companies already derive material export revenue from Europe. Sun" [X Link](https://x.com/Akash17971/status/2016383014159389163) 2026-01-28T05:29Z [----] followers, 12.7K engagements "Q3 Scorecard: [--] High-Quality Small Caps Outperforming Expectations ๐ฅ๐ฅ๐ฅ [--]. Atlanta Electricals [--]. Thangamayil Jewellery [--]. Acutaas Chemicals [--]. POCL [--]. Vintage Coffee [--]. KPI Green Energy [--]. GRSE [--]. SKM Egg [--]. Netweb [--]. Tatva Chintan [--]. Ravindra Energy [--]. Senores Pharma [--]. TARIL [--]. Bondada [--]. Piccadily Agro [--]. Emmvee Photovoltaic [--]. Smartworks Coworking [--]. K.P. Energy [--]. Swaraj Engines [--]. Indo Thai Securities [--]. Krishana Phoschem [--]. Madhya Bharat Agro Products [--]. Innova Captab [--]. SG Finserve [--]. Sunteck Realty [--]. Manorama Industries [--]. Sudarshan Pharma [--]. Craftsman" [X Link](https://x.com/Akash17971/status/2016801939095506962) 2026-01-29T09:13Z [----] followers, 22.6K engagements "@TrendSpark420 JSW Energy power & storage Ambitious targets backed by a visible pipeline and execution not just vision. Storage + C&I mix improves quality of growth not just scale. No recommendation" [X Link](https://x.com/Akash17971/status/2016935797791084733) 2026-01-29T18:05Z [----] followers, [---] engagements "Economic Survey 202526: Where Indias Next Big Money Will Be Made ๐๐ [--] SECTORS [--] CONVICTION STOCKS ๐ฅ The Economic Survey 2025-26 is the roadmap for the next 3-5 years. These are the vehicles driving the growth ๐ [--]. Electronics & "Actual" Manufacturing ๐ง The focus has shifted from assembly to full-scale semiconductor ecosystems and EMS. Dixon Technologies (EMS Leader) Kaynes Technology (Semiconductor OSAT) CG Power (Fab & Industrial Solutions) Syrma SGS Technology (Hardware/EMS) Bharat Electronics (BEL) (Strategic Electronics) Tata Elxsi (Embedded Design/Chip Services) MosChip" [X Link](https://x.com/Akash17971/status/2017145016129405365) 2026-01-30T07:57Z [----] followers, 27.4K engagements "@Garg_Aditya_ Dixon Tech electronics manufacturing Kaynes Tech EMS + design Syrma SGS electronics manufacturing JSW Energy power & storage RVNL rail EPC TCS IT services HCL Tech IT services Balanced mix of manufacturing infra energy and cash-flow tech. No recommendation" [X Link](https://x.com/Akash17971/status/2017169640536121702) 2026-01-30T09:34Z [----] followers, [---] engagements "@Anvith_ Nice compilation of pharma companies brother. I am tracking ๐ Zydus Life branded generics Cipla respiratory focus Torrent Pharma chronic therapies No recos" [X Link](https://x.com/Akash17971/status/2017205550728237378) 2026-01-30T11:57Z [----] followers, [---] engagements "Agreed - this looks like a clear emerging growth theme worth tracking as policies capex and execution converge. Waaree Energies module manufacturing & BESS Tata Power Complete power company JSW Energy Energy & BESS scale HBL Engineering power electronics & batteries KPI Green IPP focused & BESS ACME Solar utility scale & strong player in BESS Themes evolve over years not quarters. Tracking early matters more than reacting late. https://twitter.com/i/web/status/2019081904675524869 https://twitter.com/i/web/status/2019081904675524869" [X Link](https://x.com/Akash17971/status/2019081904675524869) 2026-02-04T16:13Z [----] followers, [----] engagements "@Garg_Aditya_ Edelweiss MF is one of the best funds to track and study. ๐" [X Link](https://x.com/Akash17971/status/2019281710312222967) 2026-02-05T05:27Z [----] followers, [----] engagements "@vsvicky_ Same here. Keeping it simple and focused. Waaree Energies module manufacturing & BESS Tata Power fully integrated utility ACME Solar utility scale & BESS The theme looks aligned; execution over time will decide outcomes" [X Link](https://x.com/Akash17971/status/2019301019960897935) 2026-02-05T06:44Z [----] followers, [---] engagements "Bondada Engineering EPC & O&M services primarily for the telecom and solar energy sectors. Opportunity is being discussed because of sector tailwinds but outcomes will depend on project execution balance-sheet discipline and order visibility over time. Narratives are easy - sustained delivery is what turns opportunity into results. https://twitter.com/i/web/status/2019301972860629314 https://twitter.com/i/web/status/2019301972860629314" [X Link](https://x.com/Akash17971/status/2019301972860629314) 2026-02-05T06:48Z [----] followers, [---] engagements "@Garg_Aditya_ @sharmaaniket03 @viralbshah @AzelDivekar @sushilbalkote @CapitalConcept_ @IRInvesting @rohantantia Valid concern. Secondary market liquidity was the psychological safety net for SGB investors even if most planned to hold till maturity. With tax changes distorting exit economics that comfort weakens" [X Link](https://x.com/Akash17971/status/2019302810249241001) 2026-02-05T06:51Z [----] followers, [---] engagements "Atlanta Electricals Q3 FY26 Concall (35 Minute Investor Read) ๐ฅ๐๐ฅ If short on time focus on points [--] [--] [--] [--] [--] [--] [--] and [--] - they capture scale-up margins order visibility and balance-sheet direction ๐ค [--] Clear Growth Inflection (Execution Phase Begins) ๐ ๐ธ Q3 FY26 marked the first full quarter where expanded capacity meaningfully translated into numbers. ๐ธ Management explicitly stated this quarter validates the investment thesis of the last [--] months. [--] Order Book Record High with Visibility ๐ ๐ธ Order book as on [--] Dec 2025: [----] Cr (all-time high) ๐ธ Q3 order inflow alone: [---] Cr ๐ธ" [X Link](https://x.com/Akash17971/status/2019349372023238761) 2026-02-05T09:56Z [----] followers, 10K engagements "This reads like a clear scale-up and margin-improvement phase: a large order book multi-year execution visibility sharp capacity expansion and higher-kV products driving better profitability. Demand visibility from BESS and data centres easing financing costs and the absence of near-term pricing pressure together point to operational comfort rather than just order inflow. Execution over the next few quarters will be the real monitor. https://twitter.com/i/web/status/2019391482009153929 https://twitter.com/i/web/status/2019391482009153929" [X Link](https://x.com/Akash17971/status/2019391482009153929) 2026-02-05T12:43Z [----] followers, [---] engagements "@Garg_Aditya_ Well framed. This neatly captures the next-decade manufacturing stack =- digital infra (data centres) strategic materials (rare earths) and value-added manufacturing (electronics & semiconductors). I track Anant Raj Netweb and Hitachi Energy. No recommendations" [X Link](https://x.com/Akash17971/status/2019709329805566059) 2026-02-06T09:46Z [----] followers, [---] engagements "@Anvith_ Good set to track. Transrail Lighting transmission EPC Rajesh Power power EPC Quality Power grid equipment Siemens Energy power technology All sit right in the execution layer of the power and transmission theme. No reco" [X Link](https://x.com/Akash17971/status/2019816327586934994) 2026-02-06T16:51Z [----] followers, [---] engagements "@vishpradp Same view. The theme looks strong. Transrail Lighting transmission EPC CG Power electrical equipment Kalpataru Projects infra EPC All three are direct execution plays on the power and transmission build-out. No recommendations" [X Link](https://x.com/Akash17971/status/2019819065171493001) 2026-02-06T17:02Z [----] followers, [---] engagements "@Anvith_ Great list & compilation bro ๐๐ป๐ค I track Tata Motors M&M Cummins India and Siemens. No recommendations" [X Link](https://x.com/Akash17971/status/2020004846896836946) 2026-02-07T05:21Z [----] followers, [---] engagements "@Anvith_ Good compilation ๐๐ป I track Amara Raja Energy & TVS Motors. No recos" [X Link](https://x.com/Akash17971/status/2020005816682836421) 2026-02-07T05:24Z [----] followers, [---] engagements "@Garg_Aditya_ Big relief for export-heavy sectors. I track ๐ MTAR Technologies precision parts Data Patterns defence electronics SRF fluorochemicals Clear margin and volume unlock across multiple export chains. No recommendation" [X Link](https://x.com/Akash17971/status/2020034721594646582) 2026-02-07T07:19Z [----] followers, [---] engagements "@Garg_Aditya_ High YoY sales growth grabs attention but quality of growth decides longevity - margins and cash flows are the real filters. Waaree Energies solar manufacturing MCX commodities ICICI Prudential Life annuity mix Growth is easy to show; sustainability is harder. No recos" [X Link](https://x.com/Akash17971/status/2020072339283857688) 2026-02-07T09:49Z [----] followers, [---] engagements "@Anvith_ Solid list covering different risk buckets ๐ Motilal Oswal Midcap Fund growth bias Parag Parikh Flexi Cap value discipline HDFC Balanced Advantage Fund asset allocation Good spread across styles and market caps. No recommendation" [X Link](https://x.com/Akash17971/status/2020075907445322140) 2026-02-07T10:03Z [----] followers, [---] engagements "@Garg_Aditya_ Agree - but with conditions. High expense ratio is not the problem. Unjustified expense ratio is. If a fund charges 1.5% and consistently delivers 34% alpha after fees thats real value creation. In that case:" [X Link](https://x.com/Akash17971/status/2020130346574971108) 2026-02-07T13:39Z [----] followers, [---] engagements "Detailed concall thanks for sharing. Gravita metal recycling Key positives are clear: high utilisation in India strong EBITDA/MT in lead large capacity ramp-up in Q4 and multiple optionalities opening up (aluminium MCX Li-ion recycling rubber). Regulatory push on scrap sourcing also strengthens the domestic moat. Execution of new capacities and scaling non-lead segments will be the main monitor going ahead. https://twitter.com/i/web/status/2020187261191819315 https://twitter.com/i/web/status/2020187261191819315" [X Link](https://x.com/Akash17971/status/2020187261191819315) 2026-02-07T17:25Z [----] followers, [---] engagements "@CA__Ritu When CA/CMA/finance candidates with real-world exposure are getting paid the same as MBAs from good colleges its a clear signal that supply quality has diluted" [X Link](https://x.com/Akash17971/status/2020389245324779730) 2026-02-08T06:48Z [----] followers, [--] engagements "@vishpradp Agreed. Sustained momentum is what the market ultimately rewards. MCX commodity moat ICICI Prudential insurance penetration If earnings visibility stays intact over multiple quarters investor interest follows naturally" [X Link](https://x.com/Akash17971/status/2020427047487914008) 2026-02-08T09:18Z [----] followers, [--] engagements "@Garg_Aditya_ Can you make a list of companies that directly work in data centers and electronic manufacturing" [X Link](https://x.com/Akash17971/status/2020523897649557987) 2026-02-08T15:43Z [----] followers, [---] engagements "Well said. Modern warfare is no longer about sheer hardware count - its about software sensors speed and connectivity. Legacy platforms matter but dominance now comes from networks space assets drones and data-driven decision-making. Indias defence modernization isnt symbolic anymore - its structural and underway. https://twitter.com/i/web/status/2020530796646502764 https://twitter.com/i/web/status/2020530796646502764" [X Link](https://x.com/Akash17971/status/2020530796646502764) 2026-02-08T16:10Z [----] followers, [--] engagements "@Anvith_ Wow ๐คฉ I love my India ๐๐ป" [X Link](https://x.com/Akash17971/status/2020539715129401767) 2026-02-08T16:46Z [----] followers, [---] engagements "Great tracking list bro ๐ Syrma SGS EMS manufacturing Pricol automotive electronics Acutaas Chemicals specialty chemicals & intermediates Interarch PEB TD Power generators and electric motors Anant Raj AI DC infrastructure & real estate Clean set across manufacturing chemicals auto-tech power and infrastructure. https://twitter.com/i/web/status/2020779089947484223 https://twitter.com/i/web/status/2020779089947484223" [X Link](https://x.com/Akash17971/status/2020779089947484223) 2026-02-09T08:37Z [----] followers, [---] engagements "Good update. Sky Gold ๐ The quarter shows scale + margin traction coming together. PAT acceleration strong revenue growth despite high gold prices and EBITDA expansion point to operating efficiency improving. Q4 requirement looks manageable; management commentary on volumes and guidance will be the key next cue. https://twitter.com/i/web/status/2020783545502064720 https://twitter.com/i/web/status/2020783545502064720" [X Link](https://x.com/Akash17971/status/2020783545502064720) 2026-02-09T08:55Z [----] followers, [---] engagements "@Garg_Aditya_ Shareholder quota often gets ignored but it can be a low-effort edge in IPOs if tracked early. Past examples show the value of eligibility itself. Keeping these on the radar before announcements is the real advantage" [X Link](https://x.com/Akash17971/status/2020784134465913187) 2026-02-09T08:57Z [----] followers, [---] engagements "This is such a sharp real-world lesson. He understands demand pricing location and behaviour better than most MBA decks. High volume low margin zero frills repeat customers - thats the model. Capital didnt change its format because it knows what his customer actually wants. Many founders chase valuation narratives; he chased cash flow and consistency. https://twitter.com/i/web/status/2020792462089023942 https://twitter.com/i/web/status/2020792462089023942" [X Link](https://x.com/Akash17971/status/2020792462089023942) 2026-02-09T09:30Z [----] followers, [----] engagements "@AshishMeher7 Exactly ๐ฏ Corrections teach discipline and understanding. Bull markets only test whether you apply what you learned. Those who do the work now rarely panic later - they act with clarity" [X Link](https://x.com/Akash17971/status/2020799105971192026) 2026-02-09T09:57Z [----] followers, [--] engagements "@DhawalDoshi5 That combo gives flexibility + growth participation. Flexi cap for balance mid & small caps for compounding when cycles turn" [X Link](https://x.com/Akash17971/status/2020800822691381724) 2026-02-09T10:03Z [----] followers, [---] engagements "@Anvith_ Strong quarter indeed ๐๐ PN Gadgil Jewellers jewellery Profit doubling with healthy revenue growth and sharp EBITDA margin improvement shows operating leverage kicking in. Consistency in margins from here will be the key thing to track" [X Link](https://x.com/Akash17971/status/2020831110293537196) 2026-02-09T12:04Z [----] followers, [---] engagements "@vsvicky_ Very strong quarter ๐ Revenue growth sharp margin expansion and PAT acceleration clearly show scale benefits kicking in. This is what exchange businesses look like when volumes and participation rise together" [X Link](https://x.com/Akash17971/status/2020909668298784826) 2026-02-09T17:16Z [----] followers, [--] engagements "@Anvith_ Always interesting to track institutional positioning. Morgan Stanleys India portfolio usually reflects long-duration conviction - focus on quality liquidity and structural growth themes rather than short-term trades" [X Link](https://x.com/Akash17971/status/2021110517889368525) 2026-02-10T06:34Z [----] followers, [---] engagements "@jagatnarayan786 Strong Q3 numbers usually mean operational momentum. If execution and demand visibility stay intact Q4 often reflects the full operating leverage. Sharing views early and sticking through the cycle is how conviction actually gets tested" [X Link](https://x.com/Akash17971/status/2021127755178573892) 2026-02-10T07:43Z [----] followers, [--] engagements "@haseebdraboo @raghav_chadha Thats the mark of a sharp politician - clarity confidence and presence. If consistency follows performance perception turns into credibility" [X Link](https://x.com/Akash17971/status/2021168337984622624) 2026-02-10T10:24Z [----] followers, [--] engagements "Thread ๐งต(1/5) High Relative Strength in Banks: Stocks Around Breakout With Index Support ๐ฅ๐(For Study Purposes Only) [--]. Bank of Baroda [--]. Punjab National Bank [--]. Union Bank of India [--]. Bank of India [--]. South Indian Bank [--]. DCB Bank [--]. RBL Bank [--]. City Union Bank [--]. Ujjivan Small Finance Bank [--]. AU Small Finance Bank ๐ Since Nifty Bank Nifty PSU Bank and Nifty Private Bank indices are already showing strength and breakouts the price action in these individual banking stocks can be more reliable making them worth tracking closely for study purposes ๐โ SBI Focused Fund Detailed Portfolio" [X Link](https://x.com/Akash17971/status/2012091544069919229) 2026-01-16T09:16Z [----] followers, 24.4K engagements "If you had invested heavily in Amara Raja Energy & Mobility [--] years ago you would be sitting on 12% loss today ๐ป๐ Yes five years. What we usually call long term. Back in [----] the narrative was extremely positive: ๐ธ EV revolution ๐ธ Battery demand explosion ๐ธ Energy transition theme ๐ธ Strong brand presence (Amaron) ๐ธ Leadership in automotive batteries Everything looked structurally bullish. Ground checks even show Amaron has a dominant presence in vehicle batteries. The business wasnt weak. The sector wasnt weak. The story wasnt weak. Yet the stock underperformed for [--] years. Thats the" [X Link](https://x.com/Akash17971/status/2021873416035611028) 2026-02-12T09:06Z [----] followers, [----] engagements "Good mix across themes ๐ Syrma SGS EMS manufacturing Groww retail brokerage TD Power industrial generators Lumax Auto auto components Ather Energy EV two-wheelers Belrise Industries auto components Ashok Leyland CV cycle Covers manufacturing financialization EV and commercial vehicle recovery - execution will separate the leaders. No recommendations. https://twitter.com/i/web/status/2022191671451299882 https://twitter.com/i/web/status/2022191671451299882" [X Link](https://x.com/Akash17971/status/2022191671451299882) 2026-02-13T06:10Z [----] followers, [---] engagements "๐ Nifty [--] Quality Names Resting on Their [---] EMA. Out of [--] Nifty stocks [--] are now trading near their [---] EMA Reliance ICICI Bank UltraTech Cement NTPC Power Grid Tata Motors Bajaj Auto Jio Financial Nestle Cipla Max Healthcare Coal India Adani Enterprises Dr Reddys Labs Hindustan Unilever Sun Pharmaceutical ONGC These are fundamentally strong names that could rebound once market sentiment improves. Why Track These Stocks ๐๐ Long-term Support: [---] EMA often acts as a reliable floor for fundamentally strong stocks. Smart Opportunities: Provides a chance to study high-quality businesses at" [X Link](https://x.com/Akash17971/status/1975488615913247231) 2025-10-07T09:09Z [----] followers, [----] engagements "HDFC Flexi Cap Fund - Strongest Performer Among True Flexi Caps in a Tough Year ๐๐ฅ๐ฅ 1-Year Return: +7.87% ๐ฅ Top Holdings ๐ TREPS 10.76% ICICI Bank Ltd. 9.45% HDFC Bank Ltd. 8.78% Axis Bank Ltd. 7.35% State Bank of India 4.58% SBI Life Insurance Co. Ltd. 4.18% Kotak Mahindra Bank Ltd. 4.11% Cipla Ltd. 3.42% Maruti Suzuki India Ltd. 3.38% HCL Technologies Ltd. 3.11% Power Grid Corporation of India Ltd. 2.61% Bharti Airtel Ltd. 2.46% Eicher Motors Ltd. 2.40% Hyundai Motor India Ltd. 2.23% ๐ฅ In a year where equity markets struggled HDFC Flexi Cap Fund delivered one of the best 1-year" [X Link](https://x.com/Akash17971/status/2001214365656342965) 2025-12-17T08:54Z [----] followers, 16.9K engagements "January Radar: [--] Stocks Showing High Relative Strength & New Highs ๐ฅ๐ฅ๐ฅ [--]. GMDC [--]. Pricol [--]. Ather Energy [--]. KSH International [--]. POCL [--]. Blackbuck [--]. Tenneco Clean Air [--]. V2 Retail [--]. Midwest [--]. SBI Life [--]. Jamna Auto [--]. Knowledge Marine [--]. Jayaswal Neco [--]. Prime Focus [--]. Craftsman Automation [--]. Fujiyama Power [--]. Belrise [--]. Thangamayil Jewellery [--]. Acutaas Chemicals [--]. Godawari Power [--]. Shriram Pistons [--]. Happy Forgings [--]. Senores Pharmaceuticals [--]. Hindalco Industries [--]. Lumax Auto [--]. Vedanta [--]. JSW Steel [--]. Tata Steel [--]. Titan Company [--]. Cholamandalam Investment 31." [X Link](https://x.com/Akash17971/status/2007743411454087675) 2026-01-04T09:18Z [----] followers, 100.8K engagements "Nitin Gadkari & Prahlad Joshi Signal Green Hydrogen Push - Key Stocks to Watch ๐ฅ๐๐ Oriana Power Adani Green Energy KPI Green Energy Vikram Solar Reliance Industries NTPC CESC HPCL Advait Infratech Indian Oil Corporation JSW Energy Tata Power BPCL Larsen & Toubro Praj Industries ACME Solar (Acme Cleantech Solutions) Siemens Energy Kirloskar Oil Engines Tata Chemicals Tata Motors Mahindra & Mahindra Force Motors Waaree Energies Green hydrogen is still very early-stage in India but what matters is the direction of policy capital and execution. The recent public signal by senior policymakers" [X Link](https://x.com/Akash17971/status/2009182818539327758) 2026-01-08T08:38Z [----] followers, 13.2K engagements "Power Grid Plans 32% Capex Increase in FY27 (28000 Cr [-----] Cr): [--] Quality Stocks to Study ๐ฅ๐๐ [--]. Hitachi Energy [--]. GE Vernova T&D [--]. Transrail Lighting [--]. Rajesh Power [--]. Yash Highvoltage [--]. Quality Power [--]. TARIL [--]. Tata Power [--]. CG Power [--]. Siemens Energy [--]. KEC International [--]. Kalpataru Projects This capex expansion highlights a clear acceleration in Indias transmission build-out led by inter-state and high-voltage projects. Power Grids spending is largely focused on [---] kV [---] kV and HVDC networks which form the backbone of bulk power evacuation and grid stability. As these" [X Link](https://x.com/Akash17971/status/2019722517003575358) 2026-02-06T10:39Z [----] followers, 27.1K engagements "Strong basket - solid exposure across T&D + EPC + clean energy themes. โ ๐๐ป Transrail Lighting Global T&D EPC Rajesh Power Substation Specialist Oriana Power Solar IPP Siemens Energy Grid Technology Quality Power High Voltage Equipment Nicely diversified across execution + manufacturing + IPP model. Execution will decide the winners. https://twitter.com/i/web/status/2021185413873009134 https://twitter.com/i/web/status/2021185413873009134" [X Link](https://x.com/Akash17971/status/2021185413873009134) 2026-02-10T11:32Z [----] followers, [----] engagements "@Anvith_ Nazara Technologies gaming platform SML Isuzu commercial vehicles Cupid niche pharma Selan Exploration oil producer Orient Cement cement manufacturer Promoter stake increase often reflects confidence but context and funding source matter" [X Link](https://x.com/Akash17971/status/2021540365338366150) 2026-02-11T11:02Z [----] followers, [---] engagements "Hey @grok Youve got [--] crore ๐ฐ Only one sector allowed. Locked in till [----]. Whats your pick ๐ค And give your top [--] stock bets from that sector. [--] Defence [--] Metals [--] Auto [--] Power transmission & distribution [--] Data centers & AI Technical Analysis: Stocks Near All-Time Highs Showing Strength ๐ฅ Stocks Covered BSE GMDC TD Power JK Tyre More Strong Stocks Trading Near ATH Hitachi Energy Max Financial Services Titan GE Vernova Sharing technical observations on a few stocks that are currently trading https://t.co/8jJpu4YV53 Technical Analysis: Stocks Near All-Time Highs Showing Strength ๐ฅ Stocks" [X Link](https://x.com/Akash17971/status/2021597375203070080) 2026-02-11T14:49Z [----] followers, [----] engagements "@waste_investor @vishan_29 @gaze_observer Yes good results. 160% EPS growth ๐ฅ" [X Link](https://x.com/Akash17971/status/2021616050706792682) 2026-02-11T16:03Z [----] followers, [--] engagements "@Garg_Aditya_ Hero Fincorp NBFC play Reliance Jio telecom platform SBI Funds Management asset management Keeping [--] share each for shareholder quota eligibility is a simple low-capital way to stay prepared for IPO participation. No recommendation" [X Link](https://x.com/Akash17971/status/2021640455214227547) 2026-02-11T17:40Z [----] followers, [---] engagements "18 Quality Stocks Retraced Back to the [---] EMA After Making Highs ๐ฅ๐๐ A brief explanation of the [---] EMA is also given below ๐ Quality Power V2 Retail Shriram Pistons Hyundai Motor Aditya Vision Bharti Airtel Pricol M&M Blackbuck Yatra Online Vintage Coffee Yash Highvoltage Frontier Springs Pondy Oxides (POCL) Cholamandalam Investment Maruti Suzuki HBL Engineering TAC Infosec Why the [---] EMA Matters (And How to Read It Correctly) ๐ The [---] EMA is one of the most important long-term trend indicators in technical analysis. It represents the average price of the last [---] trading sessions" [X Link](https://x.com/Akash17971/status/2017519014705304039) 2026-01-31T08:43Z [----] followers, 15.2K engagements "The Next Big Infrastructure Story Is Power: Data Centers AI & Rising Consumption - [--] Best Power Sector Stocks to Study ๐ฅ ๐ฅ Thank me [--] years later ๐ค GE Vernova T&D Transrail Lighting Rajesh Power Oriana Power KEC International Atlanta Electricals Siemens Energy Quality Power TARIL BHEL Yash Highvoltage Hitachi Energy Amara Raja Energy JSW Energy ACME Solar Waaree Energies Alpex Solar Tata Power Polycab India KEI Industries KSH International Polycab India KEI Industries KSH International Why studying these companies matters: These companies collectively represent the entire power ecosystem" [X Link](https://x.com/Akash17971/status/2021182003433943470) 2026-02-10T11:18Z [----] followers, 31.5K engagements "SBI Focused Fund Detailed Portfolio Update (Jan 2026) ๐ฅ๐งพ๐ฅ Increased Holdings ๐ (Dec Jan) Alphabet Inc (US Equity) 8.47% 10.11% State Bank of India 5.23% 5.76% Solar Industries India 3.12% 3.45% Torrent Power 2.12% 2.26% Sona BLW Precision Forgings 1.89% 1.96% Muthoot Finance 6.18% 6.23% Lenskart Solutions 1.85% 1.89% Decreased Holdings ๐ (Dec Jan) Adani Energy Solutions 3.61% 3.16% Adani Power 3.64% 3.55% Asian Paints 3.40% 2.99% Bajaj Finance 4.09% 3.87% Bajaj Finserv 4.72% 4.54% Bharti Airtel 5.09% 4.73% Divis Laboratories 2.62% 2.49% Eicher Motors 2.88% 2.82% EPAM Systems (US Equity)" [X Link](https://x.com/Akash17971/status/2021545399950115136) 2026-02-11T11:22Z [----] followers, [----] engagements "@Anvith_ Vintage Coffee coffee exports Strong quarter with scale and margin expansion moving together โ Full utilisation near sold-out Q4 capacity and upcoming freeze-dried plant (higher realisations) indicate visibility" [X Link](https://x.com/Akash17971/status/2022013708474757578) 2026-02-12T18:23Z [----] followers, [---] engagements "@Garg_Aditya_ Good names bought by smart money. I track Adani Power BSE and Adani Green Energy from the list no recommendations" [X Link](https://x.com/Akash17971/status/2022570841171697898) 2026-02-14T07:17Z [----] followers, [---] engagements "@vishpradp Makes sense. Keeping it focused. Parag Parikh Flexi Cap Fund long-term value bias HDFC Flexi Cap Fund diversified core. Both give flexibility across cycles just with different styles of navigating markets" [X Link](https://x.com/Akash17971/status/2020521806902571018) 2026-02-08T15:35Z [----] followers, [---] engagements "A developed economy needs: [--]. Local data sovereignty [--]. AI compute capacity [--]. Cloud infrastructure [--]. Low-latency digital backbone AI cannot scale without data centres. And data centres cannot operate without reliable power. This isnt a short-term narrative - its structural nation-building infrastructure. https://twitter.com/i/web/status/2022613383405801863 https://twitter.com/i/web/status/2022613383405801863" [X Link](https://x.com/Akash17971/status/2022613383405801863) 2026-02-14T10:06Z [----] followers, [---] engagements "Hospitals & Healthcare Yatharth Hospitals Max Healthcare Auto & Auto Ancillaries M&M Tata Motors Eicher Motors No recos. https://twitter.com/i/web/status/2018665017688961347 https://twitter.com/i/web/status/2018665017688961347" [X Link](https://x.com/Akash17971/status/2018665017688961347) 2026-02-03T12:36Z [----] followers, [----] engagements "@Anvith_ Fair choice. HDFC Flexi Cap Fund diversified approach Parag Parikh Flexi Cap Fund value discipline Both offer flexibility across cycles just with different investing styles. No recommendations" [X Link](https://x.com/Akash17971/status/2020434785194451437) 2026-02-08T09:49Z [----] followers, [---] engagements "Bandhan Small Cap Fund is one of the best funds in the small-cap category and it always remains a top priority for me. But since I had to pick two names I randomly selected two out of the three best small-cap funds. So its not that Bandhan is ignored; I just mentioned only two names. https://twitter.com/i/web/status/2020522979504103526 https://twitter.com/i/web/status/2020522979504103526" [X Link](https://x.com/Akash17971/status/2020522979504103526) 2026-02-08T15:39Z [----] followers, [---] engagements "@Garg_Aditya_ Parag Parikh Flexi Cap Fund core allocation Edelweiss Midcap Fund growth exposure That combination balances stability with selective midcap participation across cycles" [X Link](https://x.com/Akash17971/status/2020541325209371116) 2026-02-08T16:52Z [----] followers, [---] engagements "SBI Large & Midcap Fund. Portfolio Update: January [----] ๐๐ฅ๐ The SBI Large & Midcap Fund continues to position itself as a strategic powerhouse for long-term wealth creation. By blending the stability of Large-cap "Blue Chips" with the high-alpha potential of Mid-cap "Future Leaders" the fund offers a balanced approach to the Indian equity market. Managing a massive AUM of [--------] Crores the SBI Large & Midcap Fund is a powerhouse in the Indian market. Benchmark: NIFTY LARGEMIDCAP [---] TRI [--]. The Core: Top [--] Equity Holdings ๐งพ Top Holdings % to AUM HDFC Bank 5.45% Axis Bank 3.36% State" [X Link](https://x.com/Akash17971/status/2021163317197492321) 2026-02-10T10:04Z [----] followers, [----] engagements "@sharmaaniket03 Strong long-term story doesnt prevent drawdowns. Those who ignored structure and only believed the narrative usually feel the pain more" [X Link](https://x.com/Akash17971/status/2021891727775391765) 2026-02-12T10:18Z [----] followers, [--] engagements "Absolutely. This isnt hype - this is execution. When an NBFC turns 20M calls into structured insights and [----] Cr disbursals thats not cost saving. Thats intelligence scaling. If AI improves underwriting reduces risk and boosts cross-sell - margins compound. Market still valuing them like old-school lenders. Reality: some are becoming tech platforms with a lending license. https://twitter.com/i/web/status/2021918288784372007 https://twitter.com/i/web/status/2021918288784372007" [X Link](https://x.com/Akash17971/status/2021918288784372007) 2026-02-12T12:04Z [----] followers, [---] engagements "Tracking Quality Power Rajesh Power and Bharat Heavy Electricals makes sense because each plays a different role - power electronics EPC execution and heavy electrical equipment. Together they give a clean window into how the EHV cycle is unfolding on the ground. No recommendation. Just tracking the capex where its actually flowing. https://twitter.com/i/web/status/2007856925346791649 https://twitter.com/i/web/status/2007856925346791649" [X Link](https://x.com/Akash17971/status/2007856925346791649) 2026-01-04T16:49Z [----] followers, [---] engagements "SBI Focused Fund Detailed Portfolio Update (Dec 2025) ๐ฅ๐๐ฅ Increased Holdings ๐ Adani Energy Solutions 3.53% 3.61% Bharti Airtel 4.84% 5.09% Eicher Motors 2.80% 2.88% Kotak Mahindra Bank 4.47% 4.59% Lenskart Solutions 1.55% 1.85% Muthoot Finance 6.13% 6.18% Procter & Gamble Hygiene 2.68% 2.70% Samvardhana Motherson 2.16% 2.21% Thermax 1.57% 1.61% ZF Commercial Vehicle 1.33% 1.48% Decreased Holdings ๐ Adani Power 3.79% 3.64% Asian Paints 3.56% 3.40% Bajaj Finance 4.34% 4.09% Bajaj Finserv 4.90% 4.72% Brainbees Solutions 1.34% 1.26% Divis Laboratories 2.68% 2.62% HDFC Bank 6.60% 6.43%" [X Link](https://x.com/Akash17971/status/2010664279951999322) 2026-01-12T10:44Z [----] followers, 24.9K engagements "Same Business. Lower Valuation. No Buyers. ๐๐ฅ [--] Quality businesses to study now ๐ Rajesh Power HBL Engineering Quality Power Oriana Power Transrail Apollo Micro Systems Alpex Solar Yash Highvoltage V2 Retail NSDL/CDSL EPack Prefab Indo Farm TARIL IREDA LG Electronics Netweb Shilchar PG Electroplast KRN Heat Exchanger MBEL Frontier Springs Danish Power GRSE TD Power ACME Solar Yatharth Hospital Skipper Ather Energy Max Healthcare Viviana Power Anant Raj KEC International Mazagon Dock Neuland Laboratories Pennar Industries Denta Water Siemens Energy Manorama Industries Coforge Nuvama Wealth" [X Link](https://x.com/Akash17971/status/2011016285719802126) 2026-01-13T10:03Z [----] followers, 126.2K engagements "@Anvith_ Good work bro ๐๐ป I track HDFC Bank ICICI Bank and TCS. No recommendations" [X Link](https://x.com/Akash17971/status/2021918980341182736) 2026-02-12T12:07Z [----] followers, [---] engagements "โก As pharmaceutical innovation accelerates Indian CDMOs are powering the next wave of medicine development ๐ Companies worth studying: ๐๐๐ Divis Laboratories Blue Jet Laurus Labs Granules Jubilant Pharmova Cipla Aarti Pharmalabs Piramal Pharma Syngene International Aurobindo Pharma Biocon Zydus Lifesciences ๐ Key Points about the CDMO Industry ๐ https://twitter.com/i/web/status/1972237673096966448 https://twitter.com/i/web/status/1972237673096966448" [X Link](https://x.com/anyuser/status/1972237673096966448) 2025-09-28T09:51Z [----] followers, 15K engagements "๐ Hyundai Motor India's Accelerated Electrification Strategy Hyundai Motor India is intensifying its commitment to electric mobility with a comprehensive strategy aimed at transforming the Indian automotive landscape. ๐ Key Initiatives: [--]. Launch of Six EV Models by 2030: Hyundai plans to introduce six new battery electric vehicles (BEVs) in India by [----] covering a range of segments from mass-market to premium including hatchbacks and SUVs. The first of these models is expected to hit the market next year. [--]. Establishment of [---] DC Fast-Charging Stations by 2032: To support the growing" [X Link](https://x.com/anyuser/status/1975523246788272502) 2025-10-07T11:27Z [----] followers, [----] engagements "Indias Pre-Engineered Buildings (PEB) Market Set to Double [-----] Crore by [----] ๐๐ Leading players and core growth triggers for Indias fast-rising PEB industry are listed below ๐ Interarch Building Solutions M & B Engineering EPack Prefab Pennar Industries KP Green Engineering Beardsell Larsen & Toubro Below are [--] data-backed insights that explain how Indias Pre-Engineered Building industry is scaling up fast 1The Indian PEB market was valued at USD [----] billion in [----] and is expected to reach USD [----] billion by [----] reflecting a CAGR of 13.5% from [----] to [----]. ๐ [--] The industrial &" [X Link](https://x.com/anyuser/status/1982728168877232370) 2025-10-27T08:36Z [----] followers, 98.1K engagements "Alpex Solars Big Leap in Solar Manufacturing ๐โ Alpex Solar has announced a major technological and capacity upgrade marking a turning point for the company and Indias solar manufacturing landscape. Upgrade Highlights ๐ The company is transitioning directly from its earlier MonoPERC plan to G12R TOPCon solar cell technology one of the most advanced global standards in solar efficiency. Total planned capacity: [---] GW to be set up at its Kosi Kotwan (U.P.) facility. This makes Alpex one of the few small-cap solar players in India to enter cell manufacturing with next-generation tech. Project" [X Link](https://x.com/anyuser/status/1983578106980921719) 2025-10-29T16:54Z [----] followers, [----] engagements "Focus on [--] Extra High Voltage Opportunities to study ๐ฅ๐๐ [--]. Hitachi Energy India [--]. GE Vernova T&D [--]. Siemens Energy India [--]. Quality Power [--]. Atlanta Electricals [--]. Yash Highvoltage [--]. CG Power [--]. Rajesh Power [--]. Transrail Lighting [--]. Bharat Heavy Electricals Extra High Voltage (EHV): Where the Real Power Transmission Growth Is Emerging The companies listed above operate in the Extra High Voltage (EHV) segment - the most critical and capital-intensive layer of Indias power transmission ecosystem. EHV systems enable: ๐ธ Long-distance bulk power evacuation ๐ธ Lower transmission losses ๐ธ" [X Link](https://x.com/Akash17971/status/2007852581067100587) 2026-01-04T16:32Z [----] followers, 59.7K engagements "When Markets Fall Mutual Fund NAVs Correct Too [--] Top Equity Mutual Funds for Study ๐ฅ ๐ [--]. Flexi Cap Funds Funds with the freedom to move across large mid and small caps based on opportunity. HDFC Flexi Cap Fund Parag Parikh Flexi Cap Fund Invesco India Flexi Cap Fund [--]. Large Cap Funds Primarily invest in top [---] companies by market cap. Nippon India Large Cap Fund ICICI Prudential Large Cap Fund SBI Large Cap Fund [--]. Mid Cap Funds Invest in mid-sized companies with higher growth and volatility. HDFC Mid Cap Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund [--]. Small Cap Funds Invest" [X Link](https://x.com/Akash17971/status/2013528627753967634) 2026-01-20T08:26Z [----] followers, 88.9K engagements "Republic Day 2026: Deep drawdowns in small-cap & SME stocks - [--] strong stocks for study ๐ฅ๐ Acutaas Chemicals Oriana Power Transrail Netweb Ashapura Minechem Quality Power Cartrade Interarch TD Power Astra Microwave Krishna Defence GRSE Apollo Micro Systems Yatharth Hospital Bondada Engineering Vintage Coffee FEDFINA Gujarat Pipavav Port MTAR Technologies Banco Products Strides Pharma V2 Retail Manorama Industries Fiem Industries Amara Raja Energy Atlanta Electricals Enviro Infra Engineers Yatra Online Shaily Engineering Jain Resource Recycling Aditya Infotech CCL Products POCL Prizor" [X Link](https://x.com/Akash17971/status/2015730542759837829) 2026-01-26T10:16Z [----] followers, 41.1K engagements "Solar Generation Hit by Grid Constraints: [--] Quality Stocks to Watch in Transmission Storage Power Equipment and Flexible Power Solutions โ๐ฅ๐ [--] Power Transmission (Grid Backbone Biggest Bottleneck) Power Grid GE Vernova T&D Transrail Lighting Adani Energy Solutions Tata Power Rajesh Power KEC International Kalpataru Projects Techno Electric [--] Power Equipment & Grid Hardware (Transformers Switchgear EPC) Atlanta Electricals Siemens Energy Quality Power TARIL CG Power ABB India Bharat Heavy Electricals Yash Highvoltage Hitachi Energy Schneider Electric Shilchar [--] Energy Storage (Battery EPC" [X Link](https://x.com/Akash17971/status/2017575666737455369) 2026-01-31T12:28Z [----] followers, 46.1K engagements "Budget2026: India Lays the Groundwork for a Rare Earth Ecosystem ๐๐ฅ๐ Rare earths didnt get flashy headlines in Budget [----]. But if you read carefully the signal is clear and deliberate. Heres exactly what the Government announced - and why it matters ๐ What the Budget Actually Said Under strategic and frontier manufacturing sectors the Budget states: [--]. A Scheme for Rare Earth Permanent Magnets was launched in November [----] [--]. The Government now proposes to support mineral-rich States to build out the ecosystem [--]. Dedicated Rare Earth Corridors will be established in: ๐ธ Odisha ๐ธ Kerala" [X Link](https://x.com/Akash17971/status/2017952856398057712) 2026-02-01T13:27Z [----] followers, 61.3K engagements "#Budget2026: Battery Energy Storage Gets Manufacturing Push ๐๐ฅ [--] Quality BESS-related stocks and what the Government has said in the Budget ๐ SME Oriana Power Bondada Engineering Maxvolt Energy Rajesh Power GP Eco Solutions Small Cap Pace Digitek Prostarm Info H.G. Infra Advait Energy KPI Green Energy Power Mech Projects ACME Solar Mid Cap Godawari Power Amara Raja Energy HBL Engineering Gujarat Fluorochemicals Himadri Speciality Exide Industries Large Cap Tata Power JSW Energy Reliance Industries Power Grid Waaree Energies Adani Energy Solutions Torrent Power What the Government Has Said" [X Link](https://x.com/Akash17971/status/2018991198724370720) 2026-02-04T10:13Z [----] followers, 37K engagements "Great list brother. I am actively studying a few names from the list ๐ Anantraj DC infra Transrail EPC lines Atlanta Electricals transformers TD Power generators Syrma SGS electronics manufacturing GRSE shipbuilding Theme clarity + selective tracking. No recommendations. https://twitter.com/i/web/status/2020794333109325835 https://twitter.com/i/web/status/2020794333109325835" [X Link](https://x.com/Akash17971/status/2020794333109325835) 2026-02-09T09:38Z [----] followers, [----] engagements "Technical Analysis: Stocks Near All-Time Highs Showing Strength ๐ฅ Stocks Covered BSE GMDC TD Power JK Tyre More Strong Stocks Trading Near ATH Hitachi Energy Max Financial Services Titan GE Vernova Sharing technical observations on a few stocks that are currently trading near their all-time high zones and are looking structurally strong on charts. Lets get started ๐ 1) BSE BSE has formed a Cup and Handle continuation pattern on the charts. The entire cup and handle formation was largely a consolidation phase during which multiple high-volume candles were visible - a sign of institutional or" [X Link](https://x.com/Akash17971/status/2020829355413508250) 2026-02-09T11:57Z [----] followers, [----] engagements "@Anvith_ Clean tracking set ๐ Acutaas Chemicals specialty chemicals Syrma SGS EMS manufacturing BSE exchange platform Different sectors strong structural positioning. No recommendation" [X Link](https://x.com/Akash17971/status/2021990612506226967) 2026-02-12T16:51Z [----] followers, [---] engagements "Vintage Coffee Q3 FY26 Concall Highlights (Concise & Investor-Focused) ๐ฅ๐๐ [--]. Q3 revenue grew 71% YoY [--]. EBITDA grew 79% YoY with margins around 19% [--]. From Q3 onward the company is operating at full utilisation of [----] MT capacity [--]. Achieved full utilisation milestone during Q3 [--]. An additional [----] MT capacity to be commissioned by the end of FY26 [--]. Total installed capacity to increase to [-----] MT (69% expansion) [--]. An additional [----] MT capacity largely backed by customer quantity commitments [--]. Q4 capacity almost fully sold out [--]. [----] MT freeze-dried coffee plant under development" [X Link](https://x.com/Akash17971/status/2022004855414661408) 2026-02-12T17:48Z [----] followers, [----] engagements "@AshishMeher7 Interesting data point ๐ Institutional accumulation signals conviction but flows follow evolving theses - not just headlines. Smart money positioning is a clue not a conclusion" [X Link](https://x.com/Akash17971/status/2022206686057181219) 2026-02-13T07:10Z [----] followers, [---] engagements "Budget 2026: [--] Powerful Themes with Multi-Year Tailwinds [--] Stocks to Study ๐ฅ๐ฅ๐ฅ 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 Techno Electric Tata Communications Orient Technologies Persistent Systems Polycab Voltas Bharti Airtel ๐ Why high conviction: Tax holiday till [----] for foreign cloud players hyperscalers scale infra in India demand flows to land power servers networking cables. THEME 2: RARE EARTH MINERALS GMDC Ashapura Minechem Hindalco" [X Link](https://x.com/Akash17971/status/2018658275726954741) 2026-02-03T12:10Z [----] followers, 84.1K engagements "Tax Holiday [----] + 15% Safe Harbour: [--] Data Centres and Proxy Players in India to Study ๐ฅ๐ฅ๐ฅ Direct Data Centre Exposure (Core exposure to data centres cloud infra enterprise connectivity) Anant Raj Netweb RailTel Tata Communications Bharti Airtel Black Box Techno Electric HFCL Power Electrical & Grid Infrastructure for Data Centres (Data centres = uninterrupted power redundancy grid strength) Hitachi Energy GE Vernova T&D Cummins India TD Power Siemens India CG Power Kirloskar Oil Engines Cables Wires & Electrical Components (High load safety redundancy scale) Polycab KEI Industries" [X Link](https://x.com/Akash17971/status/2019695665102876737) 2026-02-06T08:52Z [----] followers, 40.4K engagements "HDFC Flexi Cap Fund ๐ Portfolio Disclosure January [----] ๐โ ๐ Top [--] Equity Holdings (% to NAV) ICICI Bank Ltd. 8.90% HDFC Bank Ltd. 7.82% Axis Bank Ltd. 7.59% State Bank of India 4.86% SBI Life Insurance Company Ltd. 4.10% Kotak Mahindra Bank Ltd. 3.81% HCL Technologies Ltd. 3.13% Maruti Suzuki India Ltd. 3.00% Cipla Ltd. 2.85% Power Grid Corporation of India Ltd. 2.40% Eicher Motors Ltd. 2.34% Bharti Airtel Ltd. 2.22% Hyundai Motor India Ltd. 2.03% Bajaj Auto Ltd. 1.97% Infosys Ltd. 1.80% ๐ Top Sector Allocation Banks 34.58% Automobiles 9.34% IT Software 5.65% Pharmaceuticals &" [X Link](https://x.com/Akash17971/status/2020424457920397733) 2026-02-08T09:08Z [----] followers, [----] engagements "20 Quality Equity Mutual Funds to Track and Study ๐ฅ๐ [--]. Flexi Cap Funds Managers can change market-cap exposure freely based on where risk-reward looks best. HDFC Flexi Cap Fund Parag Parikh Flexi Cap Fund [--]. Large Cap Funds Built around market leaders with predictable businesses and steady cash flows. ICICI Prudential Large Cap Fund SBI Large Cap Fund [--]. Mid Cap Funds Focused on companies moving from growth stage toward scale and profitability. HDFC Mid Cap Fund Edelweiss Mid Cap Fund [--]. Small Cap Funds Target early-cycle businesses where execution quality drives outcomes. Nippon India" [X Link](https://x.com/Akash17971/status/2020433710303363290) 2026-02-08T09:45Z [----] followers, 35.6K engagements "37 High-Quality Small-Cap Stocks to Study Closely โค๐ฅโค 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 Auto ACME Solar Knowledge Marine Pricol Fiem Industries Aditya Infotech Yatra Online CCL Products Jain Resource Recycling Astra Microwave Atlanta Electricals Acutaas Chemicals Dr Agarwals Health Care Can Fin Homes Krishana Phoschem Frontier Springs Pace Digitek Senores Pharma Ashapura Minechem How Investors Should Use" [X Link](https://x.com/Akash17971/status/2020774790215127375) 2026-02-09T08:20Z [----] followers, 77.5K engagements "Strong theme clarity ๐๐ฅ Transrail Lighting transmission EPC KEC International global EPC Atlanta Electricals transformers TARIL T&D equipment ACME Solar utility solar Waaree Energies module manufacturing Polycab India cables leader KEI Industries cable growth Tata Power integrated utility Full-stack exposure from generation to transmission to execution backbone. Saw the Transrail concall points - guidance upgrade + order visibility makes it one of the key execution monitors in this basket. https://twitter.com/i/web/status/2021475779260100760" [X Link](https://x.com/Akash17971/status/2021475779260100760) 2026-02-11T06:45Z [----] followers, [---] engagements "India IPO Pipeline With Shareholder Quota ๐โ Holding even one share of the parent company in demat makes you eligible to apply under the shareholder category ๐ฐ [--] Upcoming IPOs Expected With Shareholder Quota ๐๐ [--]. Central Mine Planning and Design Institute Ltd Parent: Coal India Limited [--]. NHPC Renewable Parent: NHPC [--]. Mahanadi Coalfields Limited Parent: Coal India Limited [--]. South Eastern Coalfields Limited Parent: Coal India Limited [--]. Reliance Jio Infocomm Limited Parent: Reliance Industries Limited [--]. SBI Funds Management Private Limited (SBI Mutual Fund) Parent: State Bank of India" [X Link](https://x.com/Akash17971/status/2021627747907645762) 2026-02-11T16:49Z [----] followers, [----] engagements "47 Stocks Showing High Relative Strength - Consistently Outperforming the Broader Market ๐ฅ Acutaas Chemicals Kwality Pharma SMS Pharma Syrma SGS Groww MTAR Technologies Gujarat Kidney BSE CCL Products TD Power Lenskart Shreeji Shipping Tata Capital GE Vernova T&D Shriram Finance Indus Towers Hitachi Energy Federal Bank Union Bank of India Vedanta SBI Titan Larsen & Toubro Tata Steel JSW Steel Hindalco Industries Adani Ports IOC Max Financial Services Quality auto stocks displaying strong relative strength - quietly outperforming and showing resilience even in a selective market phase ๐๐" [X Link](https://x.com/Akash17971/status/2021916819549040917) 2026-02-12T11:58Z [----] followers, 23.7K engagements "Q3 FY26 Winners: [--] High-Quality Stocks Showing Real Growth ๐ฅ๐ฅ๐ฅ Name Q3 FY26 Sales Growth (%) ๐ Quality Power 291% Alpex Solar 245% Viviana Power 226% Afcom Holdings 208% Lloyds Metals 202% Saatvik Green 143% Netweb 141% Ravindra Energy 139% Waaree Renewable 136% MCX 121% Emmvee Photovoltaic 118% Krishana Phoschem 117% Madhya Bharat Agro 116% Advait Energy 114% Thangamayil Jewellery 112% Hindustan Copper 110% Kernex Microsystems 97% HBL Engineering 94% Bondada 89% TBO Tek 86% GSM Foils 84% Atlanta Electricals 80% Manorama Industries 73% Vintage Coffee 71% Apollo Micro Systems 70% Senores" [X Link](https://x.com/Akash17971/status/2022268465286131964) 2026-02-13T11:15Z [----] followers, 24.9K engagements "@Anvith_ For dividends I like to track Vedanta Coal India and PFC. No recommendations" [X Link](https://x.com/Akash17971/status/2022538521844814073) 2026-02-14T05:08Z [----] followers, [---] engagements "MEGA DATA CENTRE BREAKDOWN POST ๐ฅ๐ฅ๐ฅ [----] Tax Breaks & 15% Safe Harbour: Indias Data Centre Mega Opportunity ๐ฅ๐ฅ Top [--] Data Center & Proxy Stocks Powering Indias Data Center Expansion ๐ฅ๐ [--] Core Infrastructure & Connectivity Anant Raj: Rapidly pivoting from real estate to a tech-giant by aiming for 300MW+ capacity with major operational hubs already live in Manesar and Panchkula. Netweb Technologies: Indias premier high-end computing player designing the AI-ready servers and liquid-cooled racks that form the "brains" of modern data centres. RailTel: Building a unique "Edge Data Centre"" [X Link](https://x.com/Akash17971/status/2022609202313908548) 2026-02-14T09:49Z [----] followers, 41.9K engagements "Yes bro I agree. I have written that a developed economy needs. I am not calling India as a developed nation as of now but we will soon be a developed nation. India is clearly investing in those pillars now. Data centres and AI infra arent luxuries - theyre prerequisites for becoming a developed economy. https://twitter.com/i/web/status/2022614671854100836 https://twitter.com/i/web/status/2022614671854100836" [X Link](https://x.com/Akash17971/status/2022614671854100836) 2026-02-14T10:11Z [----] followers, [--] engagements "@Garg_Aditya_ This isnt a tech narrative alone - its power + transmission + hardware + EPC + software moving together. Policy tailwinds (tax incentives safe harbour clarity) add fuel but execution will decide who compounds" [X Link](https://x.com/Akash17971/status/2022615045159703003) 2026-02-14T10:12Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Akash17971 Akash ChaudharyAkash Chaudhary posts on X about stocks, india, strong, solar the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance #5548 countries 25.62% stocks 13.22% technology brands 9.09% automotive brands 4.13% gaming 0.83%
Social topic influence stocks #378, india 25.62%, strong 18.18%, solar #314, hitachi #45, $6501t #45, $gev #23, bank of #219, finance #3009, growth 5.79%
Top accounts mentioned or mentioned by @dhawaldoshi5 @anvith @gargaditya @garg_aditya_ @vishpradp @sharmaaniket03 @anvith_ @vsvicky @ashishmeher7 @bijaykumarbhuy6 @jagatnarayan786 @grok @pankajtasks @gingerinvest44 @bharatjaain @muvendhan2810 @vsvicky_ @trendspark420 @viralbshah @azeldivekar
Top assets mentioned GE Vernova Inc. (GEV) NextDecade Corporation Common Stock (NEXT)
Top posts by engagements in the last [--] hours
"Do You Know You Could Sell These Stocks Around the Top Area ๐ฅ๐ Quality Power Alpex Solar Rajesh Power Transrail HBL Engineering EPACK Prefab Oriana Power ACME Solar Danish Power Kaynes Technology Not by predicting the top. Not by following news. ๐ But by simply respecting trendlines and price structure. Be patient - lets find out how. Ill explain [--] charts to show how this framework helped exit around the top area and avoid major drawdowns step by step ๐ This is a very simple and basic yet hardly anyone uses it because most people chase sophisticated systems for entries and exits - and"
X Link 2026-01-19T17:42Z [----] followers, 48.2K engagements
"High-Growth Stocks: Companies With 100%+ YoY Sales Growth in Q3 ๐ฅ๐ฅ๐ฅ Netweb Waaree Energies Waaree Renewable MCX Quality Power Bondada Engineering Hindustan Copper Cupid Eternal Thangamayil Jewellery Madhya Bharat Agro SG Finserve Lloyds Metals SEAMEC Indo Thai Securities Ravindra Energy ICICI Prudential Life Saatvik Green Energy Emmvee Photovoltaic Krishana Phoschem Valiant Communications Tata Investment Corporation When companies report 100%+ year-on-year sales growth it is rarely accidental. Such sharp growth usually points to a strong underlying trigger - it could be government policy"
X Link 2026-02-07T09:14Z [----] followers, 40.1K engagements
"Top Stocks Back to Their Value Zone (200 EMA Study List) ๐๐๐ [--]. Indo Farm [--]. Rajesh Power [--]. Transrail [--]. GMDC [--]. Manorama Industries [--]. Anant Raj [--]. Waaree Energies [--]. UltraTech Cement [--]. Vimta Labs [--]. Glenmark Pharma [--]. Max Healthcare [--]. Apollo Hospitals [--]. ICICI Bank [--]. Kaynes Technology [--]. Solar Industries [--]. Bosch Why [---] EMA Matters (Short & Powerful Points) ๐ [--] [---] EMA acts as the long-term value zone where strong stocks often cool off after big rallies. [--] When a stock holds the [---] EMA and forms a structure around it it often marks the beginning of a new medium-term cycle."
X Link 2025-11-25T09:18Z [----] followers, 18.6K engagements
"Indias [--] Most Trusted Mutual Funds - The Ultimate Category Breakdown ๐ฅ๐ฅ๐ฅ [--] LARGE CAP (Bluechip Stocks) ICICI Prudential Large Cap Fund Mirae Asset Large Cap Fund Kotak Large Cap Fund [--] FLEXICAP (All-Cap Flexibility) Parag Parikh Flexi Cap Fund HDFC Flexi Cap Fund Motilal Oswal Flexi Cap Fund [--] MIDCAP (Mid-Sized Growth) Invesco India Mid Cap Fund Motilal Oswal Midcap Fund HDFC Mid Cap Fund [--] SMALLCAP (High Growth High Risk) Bandhan Small Cap Fund Quant Small Cap Fund Nippon India Small Cap Fund [--] MULTICAP (Equal LargeMidSmall Allocation) ICICI Prudential Multicap Fund Nippon India Multicap"
X Link 2025-12-09T07:10Z [----] followers, 135.8K engagements
"@vsvicky_ Nifty [--] 28k target is quite achievable in [----]. Let's see what happens. I am tracking Max Healthcare SBI and Ujjivan SFB. No recommendations"
X Link 2026-01-03T11:39Z [----] followers, [---] engagements
"Earnings Day: Some Companies That Stood Out Today ๐๐ Sales YOY% Bank of Maharashtra 16.12% ICICI Prudential Life 403% ICICI Lombard 12.07% TCS 4.87% Navkar Corporation 43.56% Oriental Hotels 14.23% Anand Rathi Wealth 22.18% ๐ Use earnings days like this to focus on numbers first opinions later. No recommendations TARIL Q3 FY26 Results (Consolidated) ๐จ๐ Transformers & Rectifiers (India) Ltd delivered a strong quarter on a consolidated basis showing sharp acceleration both QoQ and YoY. Revenue from Operations (Consolidated) ๐ธ Q3 FY26: [------] Cr ๐ธ Q2 FY26: [------] Cr ๐ธ Q3 FY25:"
X Link 2026-01-13T16:23Z [----] followers, [----] engagements
"Quant Small Cap Fund December [----] Portfolio Snapshot ๐ฅ๐ Top Holdings ( 1.5% of NAV) (Showing breadth + conviction) Reliance Industries 9.79% Jio Financial Services 5.99% RBL Bank 4.02% Aegis Logistics 3.18% Adani Power 2.90% Sun TV Network 2.89% Anand Rathi Wealth 2.69% Piramal Finance 2.39% Aster DM Healthcare 2.34% Bikaji Foods 2.31% Ventive Hospitality 2.15% Poly Medicure 2.06% HFCL 2.05% NBCC (India) 2.00% Adani Enterprises 1.86% Adani Green Energy 1.85% Capri Global Capital 1.76% AB Lifestyle Brands 1.71% Usha Martin 1.63% Bayer CropScience 1.59% No extreme single-stock concentration"
X Link 2026-01-14T15:57Z [----] followers, [----] engagements
"@Anvith_ Over long periods ARPOB leaders usually outperform volume-led hospitals ๐ฅ I track Max Healthcare and Aster DM Healthcare. No recommendations"
X Link 2026-01-15T06:20Z [----] followers, [---] engagements
"๐งต (4/5) Private Banks South Indian Bank Despite Nifty Private Bank being choppy near breakout South Indian Bank is clearly outperforming its index and behaving more like Nifty PSU Bank. This stock is leading from the front and its future movement can act as a footprint for other banks. Tracking this is very important. DCB Bank DCB Bank is also outperforming the Nifty Private Bank. It has given a clean breakout from a rounding bottom followed by a proper retest and is now moving higher. The stock is currently near a smaller resistance level around [---]. If this level breaks strong continuation"
X Link 2026-01-16T09:16Z [----] followers, [---] engagements
"๐งต (5/5) Small Finance Banks AU Small Finance Bank After breaking its key resistance AU Small Finance Bank is continuously moving upward respecting a rising trendline. While the trendline is not yet fully validated the overall trend is clearly up. This makes AU SFB an important stock to study closely within the small finance banking space. Ujjivan Small Finance Bank Ujjivan SFB is approaching a key resistance zone around [----] after forming a rounding bottom structure. The focus here should be on how the price reacts at the breakout zone - whether it breaks out retests and then continues"
X Link 2026-01-16T09:16Z [----] followers, [---] engagements
"@Anvith_ Awesome bro ๐ Congratulations. Mirae Asset Large & Midcap Fund is one of the finest funds. ๐"
X Link 2026-01-17T15:02Z [----] followers, [---] engagements
"Real Growth on the Table: Companies That Delivered Rock-Solid Q3 Results ๐ฅ๐ฅ๐ฅ Waaree Energies Thangamayil Jewellery Eternal KPI Green Energy K.P. Energy TARIL Atlanta Electricals Senores Pharma Netweb Tatva Chintan Ravindra Energy ICICI Prudential Life Krishana Phoschem Indo Thai Securities [---] ONE WAM Madhya Bharat Agro Products Waaree Renewable Smartworks Coworking Polycab India Hindustan Zinc Bajaj Consumer CreditAccess Grameen Piccadily Agro Quarterly results are not just about numbers - they are about execution โ
โ
Q3 performance matters because it reflects how well a company is ๐ 1."
X Link 2026-01-22T10:00Z [----] followers, [----] engagements
"@Anvith_ Clean well-curated list across market caps ๐ I track ๐ [--]. Parag Parikh Flexi Cap Fund [--]. HDFC Flexi Cap Fund [--]. ICICI Prudential large-cap fund No reco"
X Link 2026-01-22T10:32Z [----] followers, [---] engagements
"@Garg_Aditya_ Great post bro ๐๐ป I track HDFC Flexi Cap Fund ICICI Prudential Large Cap Fund and Quant Small Cap Fund. No recommendations"
X Link 2026-01-22T14:54Z [----] followers, [---] engagements
"You Could Have Exited These Stocks Before the Big Fall ๐ Waaree Energies Oriana Power KPI Green Energy Quality Power Alpex Solar Rajesh Power Transrail Kaynes Technology HBL Engineering EPACK Prefab ACME Solar KRN Heat Exchanger These stock names are only examples - the idea is about the price structure which can appear in many other stocks as well. The idea is very simple: Draw a clean upward trendline. Let price respect it again and again. Make sure the slope is healthy not vertical. The stock should have already moved up meaningfully. Stay invested as long as the price stays above the"
X Link 2026-01-23T08:32Z [----] followers, 27.7K engagements
"Adani Group Stocks ๐๐๐ Adani Enterprises 10.65% ๐ป Adani Ports 7.5% ๐ป Adani Green 15% ๐ป Adani Power 5.65% ๐ป Adani Total Gas 5.5% ๐ป Adani Energy Solutions 12.12% ๐ป What Happened Recently the U.S. Securities and Exchange Commission (SEC) asked a U.S. federal court for permission to serve legal summons directly by email to Gautam Adani and Sagar Adani in connection with a fraud and bribery case tied to alleged misleading disclosures in a bond offering. This is after India did not serve the summons through normal diplomatic channels under international treaty provisions. The SEC alleges"
X Link 2026-01-23T10:05Z [----] followers, [----] engagements
"100%+ Growth in Q3 FY26: Stocks That Shocked the Market ๐ฅ๐ฅ๐ Waaree Energies Thangamayil Jewellery Eternal Netweb Ravindra Energy Waaree Renewable ICICI Prudential Life Indo Thai Securities Krishana Phoschem Madhya Bharat Agro MCX Emmvee Photovoltaic SG Finserve ๐ธ Stocks dont deliver 100%+ growth in a single quarter without a strong underlying reason. ๐ธ Such explosive performance often reflects major fundamental triggers - like sharp profit growth revenue acceleration large order wins margin expansion sector tailwinds turnaround signals or a shift in business outlook. ๐ธ Instead of just"
X Link 2026-01-24T11:23Z [----] followers, 17.7K engagements
"ICICI Prudential Life 403% ๐ฎ"
X Link 2026-01-24T11:23Z [----] followers, [----] engagements
"@vishpradp ICICI Prudential Life life insurance MCX commodity exchange Tracking patiently and waiting for valuation comfort before building positions makes sense. No recommendation"
X Link 2026-01-24T19:03Z [----] followers, [--] engagements
"From global uncertainty to structural demand metals remain a critical sector ๐ฅ [--] Best metal stocks to track ๐ [--]. Vedanta [--]. Tata Steel [--]. GMDC [--]. Sandur Manganese [--]. MOIL [--]. Ashapura Minechem [--]. NMDC [--]. Jain Resource Recycling [--]. Pondy Oxides [--]. Gravita India [--]. Lloyds Metals [--]. Jindal Steel [--]. SAIL [--]. Jindal Stainless [--]. Sarda Energy [--]. Hindustan Zinc [--]. Hindalco Industries [--]. Hindustan Copper [--]. JSW Steel [--]. Adani Enterprises Metals are benefiting from two powerful forces at the same time ๐ ๐ถ First global uncertainty. During periods of geopolitical stress supply disruptions"
X Link 2026-01-25T15:37Z [----] followers, 13.2K engagements
"Good list to track ๐ Acutaas Chemicals specialty chemicals Oriana Power renewable EPC Transrail power transmission Ashapura Minechem mineral processing Quality Power power equipment CarTrade auto classifieds Interarch pre-engineered buildings Astra Microwave defence electronics Apollo Micro Systems defence systems Vintage Coffee coffee exports Shaily Engineering plastic engineering Senores Pharma pharma formulations Rajesh Power power EPC Quality businesses to study ๐ No recommendations. https://twitter.com/i/web/status/2015828977177567380 https://twitter.com/i/web/status/2015828977177567380"
X Link 2026-01-26T16:47Z [----] followers, [----] engagements
"@Garg_Aditya_ Netweb AI servers Yatharth Hospitals hospital chain Interarch PEB structures Corrections usually separate noise from opportunity and offer better accumulation windows. No recommendation"
X Link 2026-01-27T06:28Z [----] followers, [---] engagements
"ETFs That Cover Almost Everything. Quality ETFs to Study for Long Term ๐ฅ Nippon India Silver ETF HDFC Gold ETF Nippon India ETF Nifty [--] BeES Nifty [--] Value [--] ETF ICICI Prudential Nifty Next [--] ETF ICICI Prudential Nifty Midcap [---] ETF HDFC Nifty Smallcap [---] ETF ICICI Prudential Nifty Metal ETF Nippon India ETF Nifty IT Nippon India Nifty Auto ETF Nippon India ETF PSU Bank BeES ICICI Prudential Nifty FMCG ETF Motilal Oswal Nasdaq [---] ETF Nippon India ETF Hang Seng BeES Why ETFs Low cost. Transparent. Diversified. No fund manager risk. No stock-specific stress. Just clean participation in"
X Link 2026-01-27T08:42Z [----] followers, [----] engagements
"Indian Companies Likely to Benefit From India-European Union Historic Free Trade Agreement ๐ฅ 1) Textiles & Apparel ๐ฉณ These companies already export significant volumes of garments home textiles and yarns - a core beneficiary sector under the FTA. Welspun Living Indo Count Industries KPR Mill Trident Arvind Vardhman Textiles Gokaldas Exports Raymond Bombay Dyeing Why they benefit: Indias apparel and textiles are now more price-competitive in the EU market with reduced duty barriers. 2) Pharmaceuticals & APIs ๐ Indian pharma companies already derive material export revenue from Europe. Sun"
X Link 2026-01-28T05:29Z [----] followers, 12.7K engagements
"Q3 Scorecard: [--] High-Quality Small Caps Outperforming Expectations ๐ฅ๐ฅ๐ฅ [--]. Atlanta Electricals [--]. Thangamayil Jewellery [--]. Acutaas Chemicals [--]. POCL [--]. Vintage Coffee [--]. KPI Green Energy [--]. GRSE [--]. SKM Egg [--]. Netweb [--]. Tatva Chintan [--]. Ravindra Energy [--]. Senores Pharma [--]. TARIL [--]. Bondada [--]. Piccadily Agro [--]. Emmvee Photovoltaic [--]. Smartworks Coworking [--]. K.P. Energy [--]. Swaraj Engines [--]. Indo Thai Securities [--]. Krishana Phoschem [--]. Madhya Bharat Agro Products [--]. Innova Captab [--]. SG Finserve [--]. Sunteck Realty [--]. Manorama Industries [--]. Sudarshan Pharma [--]. Craftsman"
X Link 2026-01-29T09:13Z [----] followers, 22.6K engagements
"@TrendSpark420 JSW Energy power & storage Ambitious targets backed by a visible pipeline and execution not just vision. Storage + C&I mix improves quality of growth not just scale. No recommendation"
X Link 2026-01-29T18:05Z [----] followers, [---] engagements
"Economic Survey 202526: Where Indias Next Big Money Will Be Made ๐๐ [--] SECTORS [--] CONVICTION STOCKS ๐ฅ The Economic Survey 2025-26 is the roadmap for the next 3-5 years. These are the vehicles driving the growth ๐ [--]. Electronics & "Actual" Manufacturing ๐ง The focus has shifted from assembly to full-scale semiconductor ecosystems and EMS. Dixon Technologies (EMS Leader) Kaynes Technology (Semiconductor OSAT) CG Power (Fab & Industrial Solutions) Syrma SGS Technology (Hardware/EMS) Bharat Electronics (BEL) (Strategic Electronics) Tata Elxsi (Embedded Design/Chip Services) MosChip"
X Link 2026-01-30T07:57Z [----] followers, 27.4K engagements
"@Garg_Aditya_ Dixon Tech electronics manufacturing Kaynes Tech EMS + design Syrma SGS electronics manufacturing JSW Energy power & storage RVNL rail EPC TCS IT services HCL Tech IT services Balanced mix of manufacturing infra energy and cash-flow tech. No recommendation"
X Link 2026-01-30T09:34Z [----] followers, [---] engagements
"@Anvith_ Nice compilation of pharma companies brother. I am tracking ๐ Zydus Life branded generics Cipla respiratory focus Torrent Pharma chronic therapies No recos"
X Link 2026-01-30T11:57Z [----] followers, [---] engagements
"Agreed - this looks like a clear emerging growth theme worth tracking as policies capex and execution converge. Waaree Energies module manufacturing & BESS Tata Power Complete power company JSW Energy Energy & BESS scale HBL Engineering power electronics & batteries KPI Green IPP focused & BESS ACME Solar utility scale & strong player in BESS Themes evolve over years not quarters. Tracking early matters more than reacting late. https://twitter.com/i/web/status/2019081904675524869 https://twitter.com/i/web/status/2019081904675524869"
X Link 2026-02-04T16:13Z [----] followers, [----] engagements
"@Garg_Aditya_ Edelweiss MF is one of the best funds to track and study. ๐"
X Link 2026-02-05T05:27Z [----] followers, [----] engagements
"@vsvicky_ Same here. Keeping it simple and focused. Waaree Energies module manufacturing & BESS Tata Power fully integrated utility ACME Solar utility scale & BESS The theme looks aligned; execution over time will decide outcomes"
X Link 2026-02-05T06:44Z [----] followers, [---] engagements
"Bondada Engineering EPC & O&M services primarily for the telecom and solar energy sectors. Opportunity is being discussed because of sector tailwinds but outcomes will depend on project execution balance-sheet discipline and order visibility over time. Narratives are easy - sustained delivery is what turns opportunity into results. https://twitter.com/i/web/status/2019301972860629314 https://twitter.com/i/web/status/2019301972860629314"
X Link 2026-02-05T06:48Z [----] followers, [---] engagements
"@Garg_Aditya_ @sharmaaniket03 @viralbshah @AzelDivekar @sushilbalkote @CapitalConcept_ @IRInvesting @rohantantia Valid concern. Secondary market liquidity was the psychological safety net for SGB investors even if most planned to hold till maturity. With tax changes distorting exit economics that comfort weakens"
X Link 2026-02-05T06:51Z [----] followers, [---] engagements
"Atlanta Electricals Q3 FY26 Concall (35 Minute Investor Read) ๐ฅ๐๐ฅ If short on time focus on points [--] [--] [--] [--] [--] [--] [--] and [--] - they capture scale-up margins order visibility and balance-sheet direction ๐ค [--] Clear Growth Inflection (Execution Phase Begins) ๐ ๐ธ Q3 FY26 marked the first full quarter where expanded capacity meaningfully translated into numbers. ๐ธ Management explicitly stated this quarter validates the investment thesis of the last [--] months. [--] Order Book Record High with Visibility ๐ ๐ธ Order book as on [--] Dec 2025: [----] Cr (all-time high) ๐ธ Q3 order inflow alone: [---] Cr ๐ธ"
X Link 2026-02-05T09:56Z [----] followers, 10K engagements
"This reads like a clear scale-up and margin-improvement phase: a large order book multi-year execution visibility sharp capacity expansion and higher-kV products driving better profitability. Demand visibility from BESS and data centres easing financing costs and the absence of near-term pricing pressure together point to operational comfort rather than just order inflow. Execution over the next few quarters will be the real monitor. https://twitter.com/i/web/status/2019391482009153929 https://twitter.com/i/web/status/2019391482009153929"
X Link 2026-02-05T12:43Z [----] followers, [---] engagements
"@Garg_Aditya_ Well framed. This neatly captures the next-decade manufacturing stack =- digital infra (data centres) strategic materials (rare earths) and value-added manufacturing (electronics & semiconductors). I track Anant Raj Netweb and Hitachi Energy. No recommendations"
X Link 2026-02-06T09:46Z [----] followers, [---] engagements
"@Anvith_ Good set to track. Transrail Lighting transmission EPC Rajesh Power power EPC Quality Power grid equipment Siemens Energy power technology All sit right in the execution layer of the power and transmission theme. No reco"
X Link 2026-02-06T16:51Z [----] followers, [---] engagements
"@vishpradp Same view. The theme looks strong. Transrail Lighting transmission EPC CG Power electrical equipment Kalpataru Projects infra EPC All three are direct execution plays on the power and transmission build-out. No recommendations"
X Link 2026-02-06T17:02Z [----] followers, [---] engagements
"@Anvith_ Great list & compilation bro ๐๐ป๐ค I track Tata Motors M&M Cummins India and Siemens. No recommendations"
X Link 2026-02-07T05:21Z [----] followers, [---] engagements
"@Anvith_ Good compilation ๐๐ป I track Amara Raja Energy & TVS Motors. No recos"
X Link 2026-02-07T05:24Z [----] followers, [---] engagements
"@Garg_Aditya_ Big relief for export-heavy sectors. I track ๐ MTAR Technologies precision parts Data Patterns defence electronics SRF fluorochemicals Clear margin and volume unlock across multiple export chains. No recommendation"
X Link 2026-02-07T07:19Z [----] followers, [---] engagements
"@Garg_Aditya_ High YoY sales growth grabs attention but quality of growth decides longevity - margins and cash flows are the real filters. Waaree Energies solar manufacturing MCX commodities ICICI Prudential Life annuity mix Growth is easy to show; sustainability is harder. No recos"
X Link 2026-02-07T09:49Z [----] followers, [---] engagements
"@Anvith_ Solid list covering different risk buckets ๐ Motilal Oswal Midcap Fund growth bias Parag Parikh Flexi Cap value discipline HDFC Balanced Advantage Fund asset allocation Good spread across styles and market caps. No recommendation"
X Link 2026-02-07T10:03Z [----] followers, [---] engagements
"@Garg_Aditya_ Agree - but with conditions. High expense ratio is not the problem. Unjustified expense ratio is. If a fund charges 1.5% and consistently delivers 34% alpha after fees thats real value creation. In that case:"
X Link 2026-02-07T13:39Z [----] followers, [---] engagements
"Detailed concall thanks for sharing. Gravita metal recycling Key positives are clear: high utilisation in India strong EBITDA/MT in lead large capacity ramp-up in Q4 and multiple optionalities opening up (aluminium MCX Li-ion recycling rubber). Regulatory push on scrap sourcing also strengthens the domestic moat. Execution of new capacities and scaling non-lead segments will be the main monitor going ahead. https://twitter.com/i/web/status/2020187261191819315 https://twitter.com/i/web/status/2020187261191819315"
X Link 2026-02-07T17:25Z [----] followers, [---] engagements
"@CA__Ritu When CA/CMA/finance candidates with real-world exposure are getting paid the same as MBAs from good colleges its a clear signal that supply quality has diluted"
X Link 2026-02-08T06:48Z [----] followers, [--] engagements
"@vishpradp Agreed. Sustained momentum is what the market ultimately rewards. MCX commodity moat ICICI Prudential insurance penetration If earnings visibility stays intact over multiple quarters investor interest follows naturally"
X Link 2026-02-08T09:18Z [----] followers, [--] engagements
"@Garg_Aditya_ Can you make a list of companies that directly work in data centers and electronic manufacturing"
X Link 2026-02-08T15:43Z [----] followers, [---] engagements
"Well said. Modern warfare is no longer about sheer hardware count - its about software sensors speed and connectivity. Legacy platforms matter but dominance now comes from networks space assets drones and data-driven decision-making. Indias defence modernization isnt symbolic anymore - its structural and underway. https://twitter.com/i/web/status/2020530796646502764 https://twitter.com/i/web/status/2020530796646502764"
X Link 2026-02-08T16:10Z [----] followers, [--] engagements
"@Anvith_ Wow ๐คฉ I love my India ๐๐ป"
X Link 2026-02-08T16:46Z [----] followers, [---] engagements
"Great tracking list bro ๐ Syrma SGS EMS manufacturing Pricol automotive electronics Acutaas Chemicals specialty chemicals & intermediates Interarch PEB TD Power generators and electric motors Anant Raj AI DC infrastructure & real estate Clean set across manufacturing chemicals auto-tech power and infrastructure. https://twitter.com/i/web/status/2020779089947484223 https://twitter.com/i/web/status/2020779089947484223"
X Link 2026-02-09T08:37Z [----] followers, [---] engagements
"Good update. Sky Gold ๐ The quarter shows scale + margin traction coming together. PAT acceleration strong revenue growth despite high gold prices and EBITDA expansion point to operating efficiency improving. Q4 requirement looks manageable; management commentary on volumes and guidance will be the key next cue. https://twitter.com/i/web/status/2020783545502064720 https://twitter.com/i/web/status/2020783545502064720"
X Link 2026-02-09T08:55Z [----] followers, [---] engagements
"@Garg_Aditya_ Shareholder quota often gets ignored but it can be a low-effort edge in IPOs if tracked early. Past examples show the value of eligibility itself. Keeping these on the radar before announcements is the real advantage"
X Link 2026-02-09T08:57Z [----] followers, [---] engagements
"This is such a sharp real-world lesson. He understands demand pricing location and behaviour better than most MBA decks. High volume low margin zero frills repeat customers - thats the model. Capital didnt change its format because it knows what his customer actually wants. Many founders chase valuation narratives; he chased cash flow and consistency. https://twitter.com/i/web/status/2020792462089023942 https://twitter.com/i/web/status/2020792462089023942"
X Link 2026-02-09T09:30Z [----] followers, [----] engagements
"@AshishMeher7 Exactly ๐ฏ Corrections teach discipline and understanding. Bull markets only test whether you apply what you learned. Those who do the work now rarely panic later - they act with clarity"
X Link 2026-02-09T09:57Z [----] followers, [--] engagements
"@DhawalDoshi5 That combo gives flexibility + growth participation. Flexi cap for balance mid & small caps for compounding when cycles turn"
X Link 2026-02-09T10:03Z [----] followers, [---] engagements
"@Anvith_ Strong quarter indeed ๐๐ PN Gadgil Jewellers jewellery Profit doubling with healthy revenue growth and sharp EBITDA margin improvement shows operating leverage kicking in. Consistency in margins from here will be the key thing to track"
X Link 2026-02-09T12:04Z [----] followers, [---] engagements
"@vsvicky_ Very strong quarter ๐ Revenue growth sharp margin expansion and PAT acceleration clearly show scale benefits kicking in. This is what exchange businesses look like when volumes and participation rise together"
X Link 2026-02-09T17:16Z [----] followers, [--] engagements
"@Anvith_ Always interesting to track institutional positioning. Morgan Stanleys India portfolio usually reflects long-duration conviction - focus on quality liquidity and structural growth themes rather than short-term trades"
X Link 2026-02-10T06:34Z [----] followers, [---] engagements
"@jagatnarayan786 Strong Q3 numbers usually mean operational momentum. If execution and demand visibility stay intact Q4 often reflects the full operating leverage. Sharing views early and sticking through the cycle is how conviction actually gets tested"
X Link 2026-02-10T07:43Z [----] followers, [--] engagements
"@haseebdraboo @raghav_chadha Thats the mark of a sharp politician - clarity confidence and presence. If consistency follows performance perception turns into credibility"
X Link 2026-02-10T10:24Z [----] followers, [--] engagements
"Thread ๐งต(1/5) High Relative Strength in Banks: Stocks Around Breakout With Index Support ๐ฅ๐(For Study Purposes Only) [--]. Bank of Baroda [--]. Punjab National Bank [--]. Union Bank of India [--]. Bank of India [--]. South Indian Bank [--]. DCB Bank [--]. RBL Bank [--]. City Union Bank [--]. Ujjivan Small Finance Bank [--]. AU Small Finance Bank ๐ Since Nifty Bank Nifty PSU Bank and Nifty Private Bank indices are already showing strength and breakouts the price action in these individual banking stocks can be more reliable making them worth tracking closely for study purposes ๐โ SBI Focused Fund Detailed Portfolio"
X Link 2026-01-16T09:16Z [----] followers, 24.4K engagements
"If you had invested heavily in Amara Raja Energy & Mobility [--] years ago you would be sitting on 12% loss today ๐ป๐ Yes five years. What we usually call long term. Back in [----] the narrative was extremely positive: ๐ธ EV revolution ๐ธ Battery demand explosion ๐ธ Energy transition theme ๐ธ Strong brand presence (Amaron) ๐ธ Leadership in automotive batteries Everything looked structurally bullish. Ground checks even show Amaron has a dominant presence in vehicle batteries. The business wasnt weak. The sector wasnt weak. The story wasnt weak. Yet the stock underperformed for [--] years. Thats the"
X Link 2026-02-12T09:06Z [----] followers, [----] engagements
"Good mix across themes ๐ Syrma SGS EMS manufacturing Groww retail brokerage TD Power industrial generators Lumax Auto auto components Ather Energy EV two-wheelers Belrise Industries auto components Ashok Leyland CV cycle Covers manufacturing financialization EV and commercial vehicle recovery - execution will separate the leaders. No recommendations. https://twitter.com/i/web/status/2022191671451299882 https://twitter.com/i/web/status/2022191671451299882"
X Link 2026-02-13T06:10Z [----] followers, [---] engagements
"๐ Nifty [--] Quality Names Resting on Their [---] EMA. Out of [--] Nifty stocks [--] are now trading near their [---] EMA Reliance ICICI Bank UltraTech Cement NTPC Power Grid Tata Motors Bajaj Auto Jio Financial Nestle Cipla Max Healthcare Coal India Adani Enterprises Dr Reddys Labs Hindustan Unilever Sun Pharmaceutical ONGC These are fundamentally strong names that could rebound once market sentiment improves. Why Track These Stocks ๐๐ Long-term Support: [---] EMA often acts as a reliable floor for fundamentally strong stocks. Smart Opportunities: Provides a chance to study high-quality businesses at"
X Link 2025-10-07T09:09Z [----] followers, [----] engagements
"HDFC Flexi Cap Fund - Strongest Performer Among True Flexi Caps in a Tough Year ๐๐ฅ๐ฅ 1-Year Return: +7.87% ๐ฅ Top Holdings ๐ TREPS 10.76% ICICI Bank Ltd. 9.45% HDFC Bank Ltd. 8.78% Axis Bank Ltd. 7.35% State Bank of India 4.58% SBI Life Insurance Co. Ltd. 4.18% Kotak Mahindra Bank Ltd. 4.11% Cipla Ltd. 3.42% Maruti Suzuki India Ltd. 3.38% HCL Technologies Ltd. 3.11% Power Grid Corporation of India Ltd. 2.61% Bharti Airtel Ltd. 2.46% Eicher Motors Ltd. 2.40% Hyundai Motor India Ltd. 2.23% ๐ฅ In a year where equity markets struggled HDFC Flexi Cap Fund delivered one of the best 1-year"
X Link 2025-12-17T08:54Z [----] followers, 16.9K engagements
"January Radar: [--] Stocks Showing High Relative Strength & New Highs ๐ฅ๐ฅ๐ฅ [--]. GMDC [--]. Pricol [--]. Ather Energy [--]. KSH International [--]. POCL [--]. Blackbuck [--]. Tenneco Clean Air [--]. V2 Retail [--]. Midwest [--]. SBI Life [--]. Jamna Auto [--]. Knowledge Marine [--]. Jayaswal Neco [--]. Prime Focus [--]. Craftsman Automation [--]. Fujiyama Power [--]. Belrise [--]. Thangamayil Jewellery [--]. Acutaas Chemicals [--]. Godawari Power [--]. Shriram Pistons [--]. Happy Forgings [--]. Senores Pharmaceuticals [--]. Hindalco Industries [--]. Lumax Auto [--]. Vedanta [--]. JSW Steel [--]. Tata Steel [--]. Titan Company [--]. Cholamandalam Investment 31."
X Link 2026-01-04T09:18Z [----] followers, 100.8K engagements
"Nitin Gadkari & Prahlad Joshi Signal Green Hydrogen Push - Key Stocks to Watch ๐ฅ๐๐ Oriana Power Adani Green Energy KPI Green Energy Vikram Solar Reliance Industries NTPC CESC HPCL Advait Infratech Indian Oil Corporation JSW Energy Tata Power BPCL Larsen & Toubro Praj Industries ACME Solar (Acme Cleantech Solutions) Siemens Energy Kirloskar Oil Engines Tata Chemicals Tata Motors Mahindra & Mahindra Force Motors Waaree Energies Green hydrogen is still very early-stage in India but what matters is the direction of policy capital and execution. The recent public signal by senior policymakers"
X Link 2026-01-08T08:38Z [----] followers, 13.2K engagements
"Power Grid Plans 32% Capex Increase in FY27 (28000 Cr [-----] Cr): [--] Quality Stocks to Study ๐ฅ๐๐ [--]. Hitachi Energy [--]. GE Vernova T&D [--]. Transrail Lighting [--]. Rajesh Power [--]. Yash Highvoltage [--]. Quality Power [--]. TARIL [--]. Tata Power [--]. CG Power [--]. Siemens Energy [--]. KEC International [--]. Kalpataru Projects This capex expansion highlights a clear acceleration in Indias transmission build-out led by inter-state and high-voltage projects. Power Grids spending is largely focused on [---] kV [---] kV and HVDC networks which form the backbone of bulk power evacuation and grid stability. As these"
X Link 2026-02-06T10:39Z [----] followers, 27.1K engagements
"Strong basket - solid exposure across T&D + EPC + clean energy themes. โ
๐๐ป Transrail Lighting Global T&D EPC Rajesh Power Substation Specialist Oriana Power Solar IPP Siemens Energy Grid Technology Quality Power High Voltage Equipment Nicely diversified across execution + manufacturing + IPP model. Execution will decide the winners. https://twitter.com/i/web/status/2021185413873009134 https://twitter.com/i/web/status/2021185413873009134"
X Link 2026-02-10T11:32Z [----] followers, [----] engagements
"@Anvith_ Nazara Technologies gaming platform SML Isuzu commercial vehicles Cupid niche pharma Selan Exploration oil producer Orient Cement cement manufacturer Promoter stake increase often reflects confidence but context and funding source matter"
X Link 2026-02-11T11:02Z [----] followers, [---] engagements
"Hey @grok Youve got [--] crore ๐ฐ Only one sector allowed. Locked in till [----]. Whats your pick ๐ค And give your top [--] stock bets from that sector. [--] Defence [--] Metals [--] Auto [--] Power transmission & distribution [--] Data centers & AI Technical Analysis: Stocks Near All-Time Highs Showing Strength ๐ฅ Stocks Covered BSE GMDC TD Power JK Tyre More Strong Stocks Trading Near ATH Hitachi Energy Max Financial Services Titan GE Vernova Sharing technical observations on a few stocks that are currently trading https://t.co/8jJpu4YV53 Technical Analysis: Stocks Near All-Time Highs Showing Strength ๐ฅ Stocks"
X Link 2026-02-11T14:49Z [----] followers, [----] engagements
"@waste_investor @vishan_29 @gaze_observer Yes good results. 160% EPS growth ๐ฅ"
X Link 2026-02-11T16:03Z [----] followers, [--] engagements
"@Garg_Aditya_ Hero Fincorp NBFC play Reliance Jio telecom platform SBI Funds Management asset management Keeping [--] share each for shareholder quota eligibility is a simple low-capital way to stay prepared for IPO participation. No recommendation"
X Link 2026-02-11T17:40Z [----] followers, [---] engagements
"18 Quality Stocks Retraced Back to the [---] EMA After Making Highs ๐ฅ๐๐ A brief explanation of the [---] EMA is also given below ๐ Quality Power V2 Retail Shriram Pistons Hyundai Motor Aditya Vision Bharti Airtel Pricol M&M Blackbuck Yatra Online Vintage Coffee Yash Highvoltage Frontier Springs Pondy Oxides (POCL) Cholamandalam Investment Maruti Suzuki HBL Engineering TAC Infosec Why the [---] EMA Matters (And How to Read It Correctly) ๐ The [---] EMA is one of the most important long-term trend indicators in technical analysis. It represents the average price of the last [---] trading sessions"
X Link 2026-01-31T08:43Z [----] followers, 15.2K engagements
"The Next Big Infrastructure Story Is Power: Data Centers AI & Rising Consumption - [--] Best Power Sector Stocks to Study ๐ฅ ๐ฅ Thank me [--] years later ๐ค GE Vernova T&D Transrail Lighting Rajesh Power Oriana Power KEC International Atlanta Electricals Siemens Energy Quality Power TARIL BHEL Yash Highvoltage Hitachi Energy Amara Raja Energy JSW Energy ACME Solar Waaree Energies Alpex Solar Tata Power Polycab India KEI Industries KSH International Polycab India KEI Industries KSH International Why studying these companies matters: These companies collectively represent the entire power ecosystem"
X Link 2026-02-10T11:18Z [----] followers, 31.5K engagements
"SBI Focused Fund Detailed Portfolio Update (Jan 2026) ๐ฅ๐งพ๐ฅ Increased Holdings ๐ (Dec Jan) Alphabet Inc (US Equity) 8.47% 10.11% State Bank of India 5.23% 5.76% Solar Industries India 3.12% 3.45% Torrent Power 2.12% 2.26% Sona BLW Precision Forgings 1.89% 1.96% Muthoot Finance 6.18% 6.23% Lenskart Solutions 1.85% 1.89% Decreased Holdings ๐ (Dec Jan) Adani Energy Solutions 3.61% 3.16% Adani Power 3.64% 3.55% Asian Paints 3.40% 2.99% Bajaj Finance 4.09% 3.87% Bajaj Finserv 4.72% 4.54% Bharti Airtel 5.09% 4.73% Divis Laboratories 2.62% 2.49% Eicher Motors 2.88% 2.82% EPAM Systems (US Equity)"
X Link 2026-02-11T11:22Z [----] followers, [----] engagements
"@Anvith_ Vintage Coffee coffee exports Strong quarter with scale and margin expansion moving together โ
Full utilisation near sold-out Q4 capacity and upcoming freeze-dried plant (higher realisations) indicate visibility"
X Link 2026-02-12T18:23Z [----] followers, [---] engagements
"@Garg_Aditya_ Good names bought by smart money. I track Adani Power BSE and Adani Green Energy from the list no recommendations"
X Link 2026-02-14T07:17Z [----] followers, [---] engagements
"@vishpradp Makes sense. Keeping it focused. Parag Parikh Flexi Cap Fund long-term value bias HDFC Flexi Cap Fund diversified core. Both give flexibility across cycles just with different styles of navigating markets"
X Link 2026-02-08T15:35Z [----] followers, [---] engagements
"A developed economy needs: [--]. Local data sovereignty [--]. AI compute capacity [--]. Cloud infrastructure [--]. Low-latency digital backbone AI cannot scale without data centres. And data centres cannot operate without reliable power. This isnt a short-term narrative - its structural nation-building infrastructure. https://twitter.com/i/web/status/2022613383405801863 https://twitter.com/i/web/status/2022613383405801863"
X Link 2026-02-14T10:06Z [----] followers, [---] engagements
"Hospitals & Healthcare Yatharth Hospitals Max Healthcare Auto & Auto Ancillaries M&M Tata Motors Eicher Motors No recos. https://twitter.com/i/web/status/2018665017688961347 https://twitter.com/i/web/status/2018665017688961347"
X Link 2026-02-03T12:36Z [----] followers, [----] engagements
"@Anvith_ Fair choice. HDFC Flexi Cap Fund diversified approach Parag Parikh Flexi Cap Fund value discipline Both offer flexibility across cycles just with different investing styles. No recommendations"
X Link 2026-02-08T09:49Z [----] followers, [---] engagements
"Bandhan Small Cap Fund is one of the best funds in the small-cap category and it always remains a top priority for me. But since I had to pick two names I randomly selected two out of the three best small-cap funds. So its not that Bandhan is ignored; I just mentioned only two names. https://twitter.com/i/web/status/2020522979504103526 https://twitter.com/i/web/status/2020522979504103526"
X Link 2026-02-08T15:39Z [----] followers, [---] engagements
"@Garg_Aditya_ Parag Parikh Flexi Cap Fund core allocation Edelweiss Midcap Fund growth exposure That combination balances stability with selective midcap participation across cycles"
X Link 2026-02-08T16:52Z [----] followers, [---] engagements
"SBI Large & Midcap Fund. Portfolio Update: January [----] ๐๐ฅ๐ The SBI Large & Midcap Fund continues to position itself as a strategic powerhouse for long-term wealth creation. By blending the stability of Large-cap "Blue Chips" with the high-alpha potential of Mid-cap "Future Leaders" the fund offers a balanced approach to the Indian equity market. Managing a massive AUM of [--------] Crores the SBI Large & Midcap Fund is a powerhouse in the Indian market. Benchmark: NIFTY LARGEMIDCAP [---] TRI [--]. The Core: Top [--] Equity Holdings ๐งพ Top Holdings % to AUM HDFC Bank 5.45% Axis Bank 3.36% State"
X Link 2026-02-10T10:04Z [----] followers, [----] engagements
"@sharmaaniket03 Strong long-term story doesnt prevent drawdowns. Those who ignored structure and only believed the narrative usually feel the pain more"
X Link 2026-02-12T10:18Z [----] followers, [--] engagements
"Absolutely. This isnt hype - this is execution. When an NBFC turns 20M calls into structured insights and [----] Cr disbursals thats not cost saving. Thats intelligence scaling. If AI improves underwriting reduces risk and boosts cross-sell - margins compound. Market still valuing them like old-school lenders. Reality: some are becoming tech platforms with a lending license. https://twitter.com/i/web/status/2021918288784372007 https://twitter.com/i/web/status/2021918288784372007"
X Link 2026-02-12T12:04Z [----] followers, [---] engagements
"Tracking Quality Power Rajesh Power and Bharat Heavy Electricals makes sense because each plays a different role - power electronics EPC execution and heavy electrical equipment. Together they give a clean window into how the EHV cycle is unfolding on the ground. No recommendation. Just tracking the capex where its actually flowing. https://twitter.com/i/web/status/2007856925346791649 https://twitter.com/i/web/status/2007856925346791649"
X Link 2026-01-04T16:49Z [----] followers, [---] engagements
"SBI Focused Fund Detailed Portfolio Update (Dec 2025) ๐ฅ๐๐ฅ Increased Holdings ๐ Adani Energy Solutions 3.53% 3.61% Bharti Airtel 4.84% 5.09% Eicher Motors 2.80% 2.88% Kotak Mahindra Bank 4.47% 4.59% Lenskart Solutions 1.55% 1.85% Muthoot Finance 6.13% 6.18% Procter & Gamble Hygiene 2.68% 2.70% Samvardhana Motherson 2.16% 2.21% Thermax 1.57% 1.61% ZF Commercial Vehicle 1.33% 1.48% Decreased Holdings ๐ Adani Power 3.79% 3.64% Asian Paints 3.56% 3.40% Bajaj Finance 4.34% 4.09% Bajaj Finserv 4.90% 4.72% Brainbees Solutions 1.34% 1.26% Divis Laboratories 2.68% 2.62% HDFC Bank 6.60% 6.43%"
X Link 2026-01-12T10:44Z [----] followers, 24.9K engagements
"Same Business. Lower Valuation. No Buyers. ๐๐ฅ [--] Quality businesses to study now ๐ Rajesh Power HBL Engineering Quality Power Oriana Power Transrail Apollo Micro Systems Alpex Solar Yash Highvoltage V2 Retail NSDL/CDSL EPack Prefab Indo Farm TARIL IREDA LG Electronics Netweb Shilchar PG Electroplast KRN Heat Exchanger MBEL Frontier Springs Danish Power GRSE TD Power ACME Solar Yatharth Hospital Skipper Ather Energy Max Healthcare Viviana Power Anant Raj KEC International Mazagon Dock Neuland Laboratories Pennar Industries Denta Water Siemens Energy Manorama Industries Coforge Nuvama Wealth"
X Link 2026-01-13T10:03Z [----] followers, 126.2K engagements
"@Anvith_ Good work bro ๐๐ป I track HDFC Bank ICICI Bank and TCS. No recommendations"
X Link 2026-02-12T12:07Z [----] followers, [---] engagements
"โก As pharmaceutical innovation accelerates Indian CDMOs are powering the next wave of medicine development ๐ Companies worth studying: ๐๐๐ Divis Laboratories Blue Jet Laurus Labs Granules Jubilant Pharmova Cipla Aarti Pharmalabs Piramal Pharma Syngene International Aurobindo Pharma Biocon Zydus Lifesciences ๐ Key Points about the CDMO Industry ๐ https://twitter.com/i/web/status/1972237673096966448 https://twitter.com/i/web/status/1972237673096966448"
X Link 2025-09-28T09:51Z [----] followers, 15K engagements
"๐ Hyundai Motor India's Accelerated Electrification Strategy Hyundai Motor India is intensifying its commitment to electric mobility with a comprehensive strategy aimed at transforming the Indian automotive landscape. ๐ Key Initiatives: [--]. Launch of Six EV Models by 2030: Hyundai plans to introduce six new battery electric vehicles (BEVs) in India by [----] covering a range of segments from mass-market to premium including hatchbacks and SUVs. The first of these models is expected to hit the market next year. [--]. Establishment of [---] DC Fast-Charging Stations by 2032: To support the growing"
X Link 2025-10-07T11:27Z [----] followers, [----] engagements
"Indias Pre-Engineered Buildings (PEB) Market Set to Double [-----] Crore by [----] ๐๐ Leading players and core growth triggers for Indias fast-rising PEB industry are listed below ๐ Interarch Building Solutions M & B Engineering EPack Prefab Pennar Industries KP Green Engineering Beardsell Larsen & Toubro Below are [--] data-backed insights that explain how Indias Pre-Engineered Building industry is scaling up fast 1The Indian PEB market was valued at USD [----] billion in [----] and is expected to reach USD [----] billion by [----] reflecting a CAGR of 13.5% from [----] to [----]. ๐ [--] The industrial &"
X Link 2025-10-27T08:36Z [----] followers, 98.1K engagements
"Alpex Solars Big Leap in Solar Manufacturing ๐โ Alpex Solar has announced a major technological and capacity upgrade marking a turning point for the company and Indias solar manufacturing landscape. Upgrade Highlights ๐ The company is transitioning directly from its earlier MonoPERC plan to G12R TOPCon solar cell technology one of the most advanced global standards in solar efficiency. Total planned capacity: [---] GW to be set up at its Kosi Kotwan (U.P.) facility. This makes Alpex one of the few small-cap solar players in India to enter cell manufacturing with next-generation tech. Project"
X Link 2025-10-29T16:54Z [----] followers, [----] engagements
"Focus on [--] Extra High Voltage Opportunities to study ๐ฅ๐๐ [--]. Hitachi Energy India [--]. GE Vernova T&D [--]. Siemens Energy India [--]. Quality Power [--]. Atlanta Electricals [--]. Yash Highvoltage [--]. CG Power [--]. Rajesh Power [--]. Transrail Lighting [--]. Bharat Heavy Electricals Extra High Voltage (EHV): Where the Real Power Transmission Growth Is Emerging The companies listed above operate in the Extra High Voltage (EHV) segment - the most critical and capital-intensive layer of Indias power transmission ecosystem. EHV systems enable: ๐ธ Long-distance bulk power evacuation ๐ธ Lower transmission losses ๐ธ"
X Link 2026-01-04T16:32Z [----] followers, 59.7K engagements
"When Markets Fall Mutual Fund NAVs Correct Too [--] Top Equity Mutual Funds for Study ๐ฅ ๐ [--]. Flexi Cap Funds Funds with the freedom to move across large mid and small caps based on opportunity. HDFC Flexi Cap Fund Parag Parikh Flexi Cap Fund Invesco India Flexi Cap Fund [--]. Large Cap Funds Primarily invest in top [---] companies by market cap. Nippon India Large Cap Fund ICICI Prudential Large Cap Fund SBI Large Cap Fund [--]. Mid Cap Funds Invest in mid-sized companies with higher growth and volatility. HDFC Mid Cap Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund [--]. Small Cap Funds Invest"
X Link 2026-01-20T08:26Z [----] followers, 88.9K engagements
"Republic Day 2026: Deep drawdowns in small-cap & SME stocks - [--] strong stocks for study ๐ฅ๐ Acutaas Chemicals Oriana Power Transrail Netweb Ashapura Minechem Quality Power Cartrade Interarch TD Power Astra Microwave Krishna Defence GRSE Apollo Micro Systems Yatharth Hospital Bondada Engineering Vintage Coffee FEDFINA Gujarat Pipavav Port MTAR Technologies Banco Products Strides Pharma V2 Retail Manorama Industries Fiem Industries Amara Raja Energy Atlanta Electricals Enviro Infra Engineers Yatra Online Shaily Engineering Jain Resource Recycling Aditya Infotech CCL Products POCL Prizor"
X Link 2026-01-26T10:16Z [----] followers, 41.1K engagements
"Solar Generation Hit by Grid Constraints: [--] Quality Stocks to Watch in Transmission Storage Power Equipment and Flexible Power Solutions โ๐ฅ๐ [--] Power Transmission (Grid Backbone Biggest Bottleneck) Power Grid GE Vernova T&D Transrail Lighting Adani Energy Solutions Tata Power Rajesh Power KEC International Kalpataru Projects Techno Electric [--] Power Equipment & Grid Hardware (Transformers Switchgear EPC) Atlanta Electricals Siemens Energy Quality Power TARIL CG Power ABB India Bharat Heavy Electricals Yash Highvoltage Hitachi Energy Schneider Electric Shilchar [--] Energy Storage (Battery EPC"
X Link 2026-01-31T12:28Z [----] followers, 46.1K engagements
"Budget2026: India Lays the Groundwork for a Rare Earth Ecosystem ๐๐ฅ๐ Rare earths didnt get flashy headlines in Budget [----]. But if you read carefully the signal is clear and deliberate. Heres exactly what the Government announced - and why it matters ๐ What the Budget Actually Said Under strategic and frontier manufacturing sectors the Budget states: [--]. A Scheme for Rare Earth Permanent Magnets was launched in November [----] [--]. The Government now proposes to support mineral-rich States to build out the ecosystem [--]. Dedicated Rare Earth Corridors will be established in: ๐ธ Odisha ๐ธ Kerala"
X Link 2026-02-01T13:27Z [----] followers, 61.3K engagements
"#Budget2026: Battery Energy Storage Gets Manufacturing Push ๐๐ฅ [--] Quality BESS-related stocks and what the Government has said in the Budget ๐ SME Oriana Power Bondada Engineering Maxvolt Energy Rajesh Power GP Eco Solutions Small Cap Pace Digitek Prostarm Info H.G. Infra Advait Energy KPI Green Energy Power Mech Projects ACME Solar Mid Cap Godawari Power Amara Raja Energy HBL Engineering Gujarat Fluorochemicals Himadri Speciality Exide Industries Large Cap Tata Power JSW Energy Reliance Industries Power Grid Waaree Energies Adani Energy Solutions Torrent Power What the Government Has Said"
X Link 2026-02-04T10:13Z [----] followers, 37K engagements
"Great list brother. I am actively studying a few names from the list ๐ Anantraj DC infra Transrail EPC lines Atlanta Electricals transformers TD Power generators Syrma SGS electronics manufacturing GRSE shipbuilding Theme clarity + selective tracking. No recommendations. https://twitter.com/i/web/status/2020794333109325835 https://twitter.com/i/web/status/2020794333109325835"
X Link 2026-02-09T09:38Z [----] followers, [----] engagements
"Technical Analysis: Stocks Near All-Time Highs Showing Strength ๐ฅ Stocks Covered BSE GMDC TD Power JK Tyre More Strong Stocks Trading Near ATH Hitachi Energy Max Financial Services Titan GE Vernova Sharing technical observations on a few stocks that are currently trading near their all-time high zones and are looking structurally strong on charts. Lets get started ๐ 1) BSE BSE has formed a Cup and Handle continuation pattern on the charts. The entire cup and handle formation was largely a consolidation phase during which multiple high-volume candles were visible - a sign of institutional or"
X Link 2026-02-09T11:57Z [----] followers, [----] engagements
"@Anvith_ Clean tracking set ๐ Acutaas Chemicals specialty chemicals Syrma SGS EMS manufacturing BSE exchange platform Different sectors strong structural positioning. No recommendation"
X Link 2026-02-12T16:51Z [----] followers, [---] engagements
"Vintage Coffee Q3 FY26 Concall Highlights (Concise & Investor-Focused) ๐ฅ๐๐ [--]. Q3 revenue grew 71% YoY [--]. EBITDA grew 79% YoY with margins around 19% [--]. From Q3 onward the company is operating at full utilisation of [----] MT capacity [--]. Achieved full utilisation milestone during Q3 [--]. An additional [----] MT capacity to be commissioned by the end of FY26 [--]. Total installed capacity to increase to [-----] MT (69% expansion) [--]. An additional [----] MT capacity largely backed by customer quantity commitments [--]. Q4 capacity almost fully sold out [--]. [----] MT freeze-dried coffee plant under development"
X Link 2026-02-12T17:48Z [----] followers, [----] engagements
"@AshishMeher7 Interesting data point ๐ Institutional accumulation signals conviction but flows follow evolving theses - not just headlines. Smart money positioning is a clue not a conclusion"
X Link 2026-02-13T07:10Z [----] followers, [---] engagements
"Budget 2026: [--] Powerful Themes with Multi-Year Tailwinds [--] Stocks to Study ๐ฅ๐ฅ๐ฅ 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 Techno Electric Tata Communications Orient Technologies Persistent Systems Polycab Voltas Bharti Airtel ๐ Why high conviction: Tax holiday till [----] for foreign cloud players hyperscalers scale infra in India demand flows to land power servers networking cables. THEME 2: RARE EARTH MINERALS GMDC Ashapura Minechem Hindalco"
X Link 2026-02-03T12:10Z [----] followers, 84.1K engagements
"Tax Holiday [----] + 15% Safe Harbour: [--] Data Centres and Proxy Players in India to Study ๐ฅ๐ฅ๐ฅ Direct Data Centre Exposure (Core exposure to data centres cloud infra enterprise connectivity) Anant Raj Netweb RailTel Tata Communications Bharti Airtel Black Box Techno Electric HFCL Power Electrical & Grid Infrastructure for Data Centres (Data centres = uninterrupted power redundancy grid strength) Hitachi Energy GE Vernova T&D Cummins India TD Power Siemens India CG Power Kirloskar Oil Engines Cables Wires & Electrical Components (High load safety redundancy scale) Polycab KEI Industries"
X Link 2026-02-06T08:52Z [----] followers, 40.4K engagements
"HDFC Flexi Cap Fund ๐ Portfolio Disclosure January [----] ๐โ
๐ Top [--] Equity Holdings (% to NAV) ICICI Bank Ltd. 8.90% HDFC Bank Ltd. 7.82% Axis Bank Ltd. 7.59% State Bank of India 4.86% SBI Life Insurance Company Ltd. 4.10% Kotak Mahindra Bank Ltd. 3.81% HCL Technologies Ltd. 3.13% Maruti Suzuki India Ltd. 3.00% Cipla Ltd. 2.85% Power Grid Corporation of India Ltd. 2.40% Eicher Motors Ltd. 2.34% Bharti Airtel Ltd. 2.22% Hyundai Motor India Ltd. 2.03% Bajaj Auto Ltd. 1.97% Infosys Ltd. 1.80% ๐ Top Sector Allocation Banks 34.58% Automobiles 9.34% IT Software 5.65% Pharmaceuticals &"
X Link 2026-02-08T09:08Z [----] followers, [----] engagements
"20 Quality Equity Mutual Funds to Track and Study ๐ฅ๐ [--]. Flexi Cap Funds Managers can change market-cap exposure freely based on where risk-reward looks best. HDFC Flexi Cap Fund Parag Parikh Flexi Cap Fund [--]. Large Cap Funds Built around market leaders with predictable businesses and steady cash flows. ICICI Prudential Large Cap Fund SBI Large Cap Fund [--]. Mid Cap Funds Focused on companies moving from growth stage toward scale and profitability. HDFC Mid Cap Fund Edelweiss Mid Cap Fund [--]. Small Cap Funds Target early-cycle businesses where execution quality drives outcomes. Nippon India"
X Link 2026-02-08T09:45Z [----] followers, 35.6K engagements
"37 High-Quality Small-Cap Stocks to Study Closely โค๐ฅโค 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 Auto ACME Solar Knowledge Marine Pricol Fiem Industries Aditya Infotech Yatra Online CCL Products Jain Resource Recycling Astra Microwave Atlanta Electricals Acutaas Chemicals Dr Agarwals Health Care Can Fin Homes Krishana Phoschem Frontier Springs Pace Digitek Senores Pharma Ashapura Minechem How Investors Should Use"
X Link 2026-02-09T08:20Z [----] followers, 77.5K engagements
"Strong theme clarity ๐๐ฅ Transrail Lighting transmission EPC KEC International global EPC Atlanta Electricals transformers TARIL T&D equipment ACME Solar utility solar Waaree Energies module manufacturing Polycab India cables leader KEI Industries cable growth Tata Power integrated utility Full-stack exposure from generation to transmission to execution backbone. Saw the Transrail concall points - guidance upgrade + order visibility makes it one of the key execution monitors in this basket. https://twitter.com/i/web/status/2021475779260100760"
X Link 2026-02-11T06:45Z [----] followers, [---] engagements
"India IPO Pipeline With Shareholder Quota ๐โ
Holding even one share of the parent company in demat makes you eligible to apply under the shareholder category ๐ฐ [--] Upcoming IPOs Expected With Shareholder Quota ๐๐ [--]. Central Mine Planning and Design Institute Ltd Parent: Coal India Limited [--]. NHPC Renewable Parent: NHPC [--]. Mahanadi Coalfields Limited Parent: Coal India Limited [--]. South Eastern Coalfields Limited Parent: Coal India Limited [--]. Reliance Jio Infocomm Limited Parent: Reliance Industries Limited [--]. SBI Funds Management Private Limited (SBI Mutual Fund) Parent: State Bank of India"
X Link 2026-02-11T16:49Z [----] followers, [----] engagements
"47 Stocks Showing High Relative Strength - Consistently Outperforming the Broader Market ๐ฅ Acutaas Chemicals Kwality Pharma SMS Pharma Syrma SGS Groww MTAR Technologies Gujarat Kidney BSE CCL Products TD Power Lenskart Shreeji Shipping Tata Capital GE Vernova T&D Shriram Finance Indus Towers Hitachi Energy Federal Bank Union Bank of India Vedanta SBI Titan Larsen & Toubro Tata Steel JSW Steel Hindalco Industries Adani Ports IOC Max Financial Services Quality auto stocks displaying strong relative strength - quietly outperforming and showing resilience even in a selective market phase ๐๐"
X Link 2026-02-12T11:58Z [----] followers, 23.7K engagements
"Q3 FY26 Winners: [--] High-Quality Stocks Showing Real Growth ๐ฅ๐ฅ๐ฅ Name Q3 FY26 Sales Growth (%) ๐ Quality Power 291% Alpex Solar 245% Viviana Power 226% Afcom Holdings 208% Lloyds Metals 202% Saatvik Green 143% Netweb 141% Ravindra Energy 139% Waaree Renewable 136% MCX 121% Emmvee Photovoltaic 118% Krishana Phoschem 117% Madhya Bharat Agro 116% Advait Energy 114% Thangamayil Jewellery 112% Hindustan Copper 110% Kernex Microsystems 97% HBL Engineering 94% Bondada 89% TBO Tek 86% GSM Foils 84% Atlanta Electricals 80% Manorama Industries 73% Vintage Coffee 71% Apollo Micro Systems 70% Senores"
X Link 2026-02-13T11:15Z [----] followers, 24.9K engagements
"@Anvith_ For dividends I like to track Vedanta Coal India and PFC. No recommendations"
X Link 2026-02-14T05:08Z [----] followers, [---] engagements
"MEGA DATA CENTRE BREAKDOWN POST ๐ฅ๐ฅ๐ฅ [----] Tax Breaks & 15% Safe Harbour: Indias Data Centre Mega Opportunity ๐ฅ๐ฅ Top [--] Data Center & Proxy Stocks Powering Indias Data Center Expansion ๐ฅ๐ [--] Core Infrastructure & Connectivity Anant Raj: Rapidly pivoting from real estate to a tech-giant by aiming for 300MW+ capacity with major operational hubs already live in Manesar and Panchkula. Netweb Technologies: Indias premier high-end computing player designing the AI-ready servers and liquid-cooled racks that form the "brains" of modern data centres. RailTel: Building a unique "Edge Data Centre""
X Link 2026-02-14T09:49Z [----] followers, 41.9K engagements
"Yes bro I agree. I have written that a developed economy needs. I am not calling India as a developed nation as of now but we will soon be a developed nation. India is clearly investing in those pillars now. Data centres and AI infra arent luxuries - theyre prerequisites for becoming a developed economy. https://twitter.com/i/web/status/2022614671854100836 https://twitter.com/i/web/status/2022614671854100836"
X Link 2026-02-14T10:11Z [----] followers, [--] engagements
"@Garg_Aditya_ This isnt a tech narrative alone - its power + transmission + hardware + EPC + software moving together. Policy tailwinds (tax incentives safe harbour clarity) add fuel but execution will decide who compounds"
X Link 2026-02-14T10:12Z [----] followers, [---] engagements
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