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# ![@TheMinuend Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1959229231.png) @TheMinuend Roy

Roy posts on X about india, china, the worlds, $googl the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1959229231/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1959229231/c:line/m:interactions.svg)

- X Week XXXXXX +130%
- X Month XXXXXX +13%
- X Months XXXXXXX +862%
- X Year XXXXXXX +161,921%

### Mentions: XX [#](/creator/twitter::1959229231/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1959229231/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +107%
- X Months XXX +303%
- X Year XXX +27,400%

### Followers: XXX [#](/creator/twitter::1959229231/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1959229231/c:line/m:followers.svg)

- X Week XXX +0.94%
- X Month XXX +3.10%
- X Months XXX +62%
- X Year XXX +601%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1959229231/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1959229231/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1959229231/influence)
---

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

**Social topic influence**
[india](/topic/india), [china](/topic/china), [the worlds](/topic/the-worlds), [$googl](/topic/$googl), [hess corp](/topic/hess-corp), [phillips 66](/topic/phillips-66), [24 hours](/topic/24-hours), [$585m](/topic/$585m), [sec](/topic/sec), [shell](/topic/shell)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hess Corp. (HES)](/topic/hess-corp) [Phillips XX (PSX)](/topic/phillips-66) [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) [Infosys Limited (INFY)](/topic/$infy) [Eli Lilly and Company (LLY)](/topic/eli-lilly)
### Top Social Posts [#](/creator/twitter::1959229231/posts)
---
Top posts by engagements in the last XX hours

"Indias early push into Africa will prove one of its smartest strategic plays. Carlsbergs tie-up with Varun Beverages shows how Indian networks are now the gateway to African consumers. Distribution is the real influence control that & global brands need you"  
[X Link](https://x.com/TheMinuend/status/1983783610999304254) [@TheMinuend](/creator/x/TheMinuend) 2025-10-30T06:30Z XXX followers, XXX engagements


"After Hess Corp (2013) & Arconic Inc. (2017) Phillips XX will be Elliott's 3rd formal proxy campaign against a major US company. And he has a XXX% strike rate"  
[X Link](https://x.com/TheMinuend/status/1908722923516375139) [@TheMinuend](/creator/x/TheMinuend) 2025-04-06T03:26Z XXX followers, XXX engagements


"1000+ thruster pulses to "Sare jahan se aacha." Dope af🔥"  
[X Link](https://x.com/TheMinuend/status/1977761541970608228) [@TheMinuend](/creator/x/TheMinuend) 2025-10-13T15:41Z XXX followers, XX engagements


"Adani LIC Simplified: Issue: In May 2025 LIC bought $585M of Adani Ports bonds. Despite Hindenburg & US SEC allegations and while other domestic banks hesitated LIC went ahead. Why did LIC proceed: Adani bonds had a XXXX% return notably higher than XXX% for 10-year govt bond at the time and a longer 15-year duration. Adani Ports holds top credit ratings from ICRA CARE India Ratings. @BlackRock also invested $250Mit's worlds largest asset manager ($13.5 trillion AUM). Supposed Risk: The argument that LIC shouldnt have invested is purely subjective; allegations don't make the bonds financially"  
[X Link](https://x.com/TheMinuend/status/1981975241254420567) [@TheMinuend](/creator/x/TheMinuend) 2025-10-25T06:44Z XXX followers, XXX engagements


"China slyly reports wholesale shipments (factory dealer/distributor) as sales to inflate numbers. BYD does outsell Tesla but the numbers might be inflated"  
[X Link](https://x.com/TheMinuend/status/1982842039680258519) [@TheMinuend](/creator/x/TheMinuend) 2025-10-27T16:09Z XXX followers, 3752 engagements


"@pk00202500 Correct except VinFast inflates overseas numbers to impress investors. China the worlds biggest emitter inflates solar & EV figures to fake offset CO + has a compulsive need to top every chart"  
[X Link](https://x.com/TheMinuend/status/1982860775988572580) [@TheMinuend](/creator/x/TheMinuend) 2025-10-27T17:23Z XXX followers, XX engagements


"Praying from Tump. Rosneft Lukoil their subsidiaries & some Russian shippers are sanctioned. Not Russian oil itself. After Nov XX IOC will continue to shop from legal sources instead. @businessline"  
[X Link](https://x.com/TheMinuend/status/1983388399286534552) [@TheMinuend](/creator/x/TheMinuend) 2025-10-29T04:20Z XXX followers, XX engagements


"From $9T at the pandemic peak to $6.6T today US market's excess liquidity has shrunk and the cushion against shock is nearly gone. Add stretched concentrated equities & @RayDalio's repeated warnings isnt looking too good"  
[X Link](https://x.com/TheMinuend/status/1983580696871330111) [@TheMinuend](/creator/x/TheMinuend) 2025-10-29T17:04Z XXX followers, XX engagements


"Airbus currently sources $1.5B in component + services from India; wants to increase it. India generates one of the highest passenger volumes & purchase orders of aircraft but holds a tiny fraction of the aero mfg value chain. Including aero space in PLI will help"  
[X Link](https://x.com/TheMinuend/status/1983738547799781433) [@TheMinuend](/creator/x/TheMinuend) 2025-10-30T03:31Z XXX followers, XX engagements


"As per IMF RBI shouldn't defend rupee (let & economy free-fall) but the West Fed ECB & BoJ constantly intervene under different names. IMF like institutions has deliberately undermined India for too long & the Raghuram-type obviously agreed. RBIs proven calibrated interventions have successfully trashed IMF's flawed doctrine"  
[X Link](https://x.com/TheMinuend/status/1983748518700335173) [@TheMinuend](/creator/x/TheMinuend) 2025-10-30T04:11Z XXX followers, XX engagements


"@pk00202500 True. Global aviation duopoly greedy still. PLI in traditional aero mfg beyond drones & components for domestic players is all I care for. Expect more aviation deals HAL + SJ declaration has rattled more than a few"  
[X Link](https://x.com/TheMinuend/status/1983765222960853230) [@TheMinuend](/creator/x/TheMinuend) 2025-10-30T05:17Z XXX followers, XX engagements


"Canada 3xed its India portfolio: $8B (2020) $22B in under X years What better proof of monetary & policy prudence While Blackstone Brookfield KKR GIC and ADIA have only deepened their bets across sectors. GoI FinMin and RBI rarely get the credit yet the worlds shrewdest investors bet on India at the height of global uncertainty. Opposition disagrees though"  
[X Link](https://x.com/TheMinuend/status/1983772785962033222) [@TheMinuend](/creator/x/TheMinuend) 2025-10-30T05:47Z XXX followers, XX engagements


"Rare Earths: Some relief for India's EV motors wind turbines & consumer electronics. China has approved rare earth magnet import licences for three firms Continental India Hitachi and Jay Ushin Ltd easing supply constraints"  
[X Link](https://x.com/TheMinuend/status/1983859591248322910) [@TheMinuend](/creator/x/TheMinuend) 2025-10-30T11:32Z XXX followers, XX engagements


"@NickKristof Not even Taiwan has believed in US's "security guarantee" for some time now and Beijing knows. Trump managed to rather unnecessarily expose that to the world"  
[X Link](https://x.com/TheMinuend/status/1983905956774941152) [@TheMinuend](/creator/x/TheMinuend) 2025-10-30T14:36Z XXX followers, XXX engagements


"No praises for Indian conglomerates outspending silicon valley on AI data centres Reliance Adani & Tata have pledged $28B surpassing Google Microsoft and Amazons $25B signalling a shift as traditional firms invest in AI infrastructure. Criticise but also credit where due"  
[X Link](https://x.com/TheMinuend/status/1984463887010578922) [@TheMinuend](/creator/x/TheMinuend) 2025-11-01T03:33Z XXX followers, XX engagements


"Ford's Chennai plant will build Next-gen engines for export. In line with the China+1 strategy every major brand is eyeing to set up export base in India. Annual production target of 200k units"  
[X Link](https://x.com/TheMinuend/status/1984482766457868402) [@TheMinuend](/creator/x/TheMinuend) 2025-11-01T04:48Z XXX followers, XX engagements


"Ford will revive its Chennai plant by mfg Next-gen engines for export. In line with the China+1 strategy every major brand is eyeing to set up export base in India. Annual production target of 200k units"  
[X Link](https://x.com/TheMinuend/status/1984484273341297141) [@TheMinuend](/creator/x/TheMinuend) 2025-11-01T04:54Z XXX followers, XX engagements


"Good stuff. Now need to level up to Broadcom-style co-design & develop. Going beyond module mfg is what built China"  
[X Link](https://x.com/TheMinuend/status/1982645852725481700) [@TheMinuend](/creator/x/TheMinuend) 2025-10-27T03:09Z XXX followers, XX engagements


"Cognizant made $XXXXX B in revenue in FY25 more than Infosys ($19.28 B) but trades at $XX B(Nasdaq) market cap half of Infosys $XXXX B. Better P/E access to India-focused funds or something else: listing in India & gharwapsi is key"  
[X Link](https://x.com/TheMinuend/status/1984107932339023998) [@TheMinuend](/creator/x/TheMinuend) 2025-10-31T03:59Z XXX followers, XX engagements


"Huge Rare Earths Update: Punes Ashvini Magnets launches Indias first commercial-scale indigenous RE metals plant producing XX tonnes/month of light + heavy metals including NdPr meeting 2025% of Indias NdFeB alloy demand for EV motors MRI machines electronics and industrial use. Quietly in the works for X years surfacing due to Chinese hostility. Delhi don't kiss & tell. Developed using BARC technology with Ministry of Mines support. While IREL & others explore similar ventures first full-scale private production 🔥"  
[X Link](https://x.com/TheMinuend/status/1984467814397460572) [@TheMinuend](/creator/x/TheMinuend) 2025-11-01T03:49Z XXX followers, XX engagements


"L&Ts Minerals & Metals unit has bagged domestic EPC orders including building a XXX KTPA aluminium smelter GTC for Hindalcos greenfield Odisha project and a X MTPA coke oven battery order from Tata Steel in Jamshedpur"  
[X Link](https://x.com/TheMinuend/status/1981781860645851281) [@TheMinuend](/creator/x/TheMinuend) 2025-10-24T17:56Z XXX followers, XXX engagements


"Dominic Ball is XX years old the only analyst to predict Fiservs crash issuing a sell in April months ahead while XX% of Wall Street had a buy ratingall based on solid ground-level research of course. Ball works at Rothschild & Co"  
[X Link](https://x.com/TheMinuend/status/1984844607587569731) [@TheMinuend](/creator/x/TheMinuend) 2025-11-02T04:46Z XXX followers, XXX engagements


"I won't destroy Modi's political career "  
[X Link](https://x.com/TheMinuend/status/1979017103685370235) [@TheMinuend](/creator/x/TheMinuend) 2025-10-17T02:50Z XXX followers, 31.2K engagements


"Great Nicobar ICTP tilts regional trade balance in India's favour. X trillion DPR adds XXXX million TEU capacity & cuts reliance on foreign hubs. XX% of Indias containers rely on Colombo Singapore & Klang. XX% of global containers & most of Chinas energy imports passes from Malacca ICTP is just XX nautical miles from it. But without connectivity industrial clusters & port-linked SEZs rapidly built along the ICTP it risks becoming a gold mine without a connected road. And will fail to attract real traffic"  
[X Link](https://x.com/TheMinuend/status/1983475276521549958) [@TheMinuend](/creator/x/TheMinuend) 2025-10-29T10:05Z XXX followers, XX engagements


"My Gmail/google has been warning me its XX% fullfor nearly XX months now. Ive had it for years with about the same email volume possibly decreasing. Ever since Ive been deleting spam emails gdrive and applied auto delsomething I never had to do before. Storage is magically full within days. Starting to make perfect sense"  
[X Link](https://x.com/TheMinuend/status/1984092878373818766) [@TheMinuend](/creator/x/TheMinuend) 2025-10-31T02:59Z XXX followers, 159.6K engagements


"Contract mfg adds revenue & capacity kudos However every XXX of iPhone revenue in India XX flows back excluding taxpaid PLI subsidy. Climb the value chain. To be fair Indias contract mfgs (Foxconn Tata Pegatron etc.) have crossed XX% domestic value addition (DVA) in iPhones up from XX% pre-PLI scheme. Commendable"  
[X Link](https://x.com/TheMinuend/status/1984473874806030738) [@TheMinuend](/creator/x/TheMinuend) 2025-11-01T04:13Z XXX followers, XX engagements


"Svitzer will build electric TRAnsverse tugs boats. Announced its LoI with Cochin Shipyard @cslcochin"  
[X Link](https://x.com/TheMinuend/status/1984516113720623454) [@TheMinuend](/creator/x/TheMinuend) 2025-11-01T07:01Z XXX followers, XXX engagements


"Plotting to disrupt & regime change Always. Doesn't impact China's RE dominance. Its like severing food supply of someone who controls oxygen. He'll go hungry but you'll suffocate still"  
[X Link](https://x.com/TheMinuend/status/1984566226384011691) [@TheMinuend](/creator/x/TheMinuend) 2025-11-01T10:20Z XXX followers, XX engagements


"Novo made a bigger unsolicited bid for Metsera after Pfizers offer. Novo has made $50B from its accidental obesity drug while Eli Lilly is set to hit $40Btogether controlling XX% of the market. Novo-Metsera bid is textbook monopoly-by-acquisition. Yet here's likely outcome: Novo will continue to sell prices will climb & added $50B+ revenue will flow with minor fine of course. Eventually Trump-type will politicise for votes condemning pharma & pricing. Novo hires a Trump-lobby firm controversy vanishes viola SOPnot limited to Novo or pharma"  
[X Link](https://x.com/TheMinuend/status/1984825246851936280) [@TheMinuend](/creator/x/TheMinuend) 2025-11-02T03:29Z XXX followers, XX engagements


"UPIs fame is due to massive adoption strictly govt-led. Just like WeChats meteoric rise is shaped by CCP mandates (WC would be a $500B Super App in a free market or US). In both cases scale came before profit. About the pvt firms would better monetise wait for MDR & XX% market share caps to kick in the dynamics would shift. Who knows Ad or other rev sources might kick in sometime"  
[X Link](https://x.com/TheMinuend/status/1984859271683850303) [@TheMinuend](/creator/x/TheMinuend) 2025-11-02T05:45Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TheMinuend Avatar @TheMinuend Roy

Roy posts on X about india, china, the worlds, $googl the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +130%
  • X Month XXXXXX +13%
  • X Months XXXXXXX +862%
  • X Year XXXXXXX +161,921%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +107%
  • X Months XXX +303%
  • X Year XXX +27,400%

Followers: XXX #

Followers Line Chart

  • X Week XXX +0.94%
  • X Month XXX +3.10%
  • X Months XXX +62%
  • X Year XXX +601%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence countries stocks finance automotive brands technology brands travel destinations

Social topic influence india, china, the worlds, $googl, hess corp, phillips 66, 24 hours, $585m, sec, shell

Top assets mentioned Alphabet Inc Class A (GOOGL) Hess Corp. (HES) Phillips XX (PSX) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Infosys Limited (INFY) Eli Lilly and Company (LLY)

Top Social Posts #


Top posts by engagements in the last XX hours

"Indias early push into Africa will prove one of its smartest strategic plays. Carlsbergs tie-up with Varun Beverages shows how Indian networks are now the gateway to African consumers. Distribution is the real influence control that & global brands need you"
X Link @TheMinuend 2025-10-30T06:30Z XXX followers, XXX engagements

"After Hess Corp (2013) & Arconic Inc. (2017) Phillips XX will be Elliott's 3rd formal proxy campaign against a major US company. And he has a XXX% strike rate"
X Link @TheMinuend 2025-04-06T03:26Z XXX followers, XXX engagements

"1000+ thruster pulses to "Sare jahan se aacha." Dope af🔥"
X Link @TheMinuend 2025-10-13T15:41Z XXX followers, XX engagements

"Adani LIC Simplified: Issue: In May 2025 LIC bought $585M of Adani Ports bonds. Despite Hindenburg & US SEC allegations and while other domestic banks hesitated LIC went ahead. Why did LIC proceed: Adani bonds had a XXXX% return notably higher than XXX% for 10-year govt bond at the time and a longer 15-year duration. Adani Ports holds top credit ratings from ICRA CARE India Ratings. @BlackRock also invested $250Mit's worlds largest asset manager ($13.5 trillion AUM). Supposed Risk: The argument that LIC shouldnt have invested is purely subjective; allegations don't make the bonds financially"
X Link @TheMinuend 2025-10-25T06:44Z XXX followers, XXX engagements

"China slyly reports wholesale shipments (factory dealer/distributor) as sales to inflate numbers. BYD does outsell Tesla but the numbers might be inflated"
X Link @TheMinuend 2025-10-27T16:09Z XXX followers, 3752 engagements

"@pk00202500 Correct except VinFast inflates overseas numbers to impress investors. China the worlds biggest emitter inflates solar & EV figures to fake offset CO + has a compulsive need to top every chart"
X Link @TheMinuend 2025-10-27T17:23Z XXX followers, XX engagements

"Praying from Tump. Rosneft Lukoil their subsidiaries & some Russian shippers are sanctioned. Not Russian oil itself. After Nov XX IOC will continue to shop from legal sources instead. @businessline"
X Link @TheMinuend 2025-10-29T04:20Z XXX followers, XX engagements

"From $9T at the pandemic peak to $6.6T today US market's excess liquidity has shrunk and the cushion against shock is nearly gone. Add stretched concentrated equities & @RayDalio's repeated warnings isnt looking too good"
X Link @TheMinuend 2025-10-29T17:04Z XXX followers, XX engagements

"Airbus currently sources $1.5B in component + services from India; wants to increase it. India generates one of the highest passenger volumes & purchase orders of aircraft but holds a tiny fraction of the aero mfg value chain. Including aero space in PLI will help"
X Link @TheMinuend 2025-10-30T03:31Z XXX followers, XX engagements

"As per IMF RBI shouldn't defend rupee (let & economy free-fall) but the West Fed ECB & BoJ constantly intervene under different names. IMF like institutions has deliberately undermined India for too long & the Raghuram-type obviously agreed. RBIs proven calibrated interventions have successfully trashed IMF's flawed doctrine"
X Link @TheMinuend 2025-10-30T04:11Z XXX followers, XX engagements

"@pk00202500 True. Global aviation duopoly greedy still. PLI in traditional aero mfg beyond drones & components for domestic players is all I care for. Expect more aviation deals HAL + SJ declaration has rattled more than a few"
X Link @TheMinuend 2025-10-30T05:17Z XXX followers, XX engagements

"Canada 3xed its India portfolio: $8B (2020) $22B in under X years What better proof of monetary & policy prudence While Blackstone Brookfield KKR GIC and ADIA have only deepened their bets across sectors. GoI FinMin and RBI rarely get the credit yet the worlds shrewdest investors bet on India at the height of global uncertainty. Opposition disagrees though"
X Link @TheMinuend 2025-10-30T05:47Z XXX followers, XX engagements

"Rare Earths: Some relief for India's EV motors wind turbines & consumer electronics. China has approved rare earth magnet import licences for three firms Continental India Hitachi and Jay Ushin Ltd easing supply constraints"
X Link @TheMinuend 2025-10-30T11:32Z XXX followers, XX engagements

"@NickKristof Not even Taiwan has believed in US's "security guarantee" for some time now and Beijing knows. Trump managed to rather unnecessarily expose that to the world"
X Link @TheMinuend 2025-10-30T14:36Z XXX followers, XXX engagements

"No praises for Indian conglomerates outspending silicon valley on AI data centres Reliance Adani & Tata have pledged $28B surpassing Google Microsoft and Amazons $25B signalling a shift as traditional firms invest in AI infrastructure. Criticise but also credit where due"
X Link @TheMinuend 2025-11-01T03:33Z XXX followers, XX engagements

"Ford's Chennai plant will build Next-gen engines for export. In line with the China+1 strategy every major brand is eyeing to set up export base in India. Annual production target of 200k units"
X Link @TheMinuend 2025-11-01T04:48Z XXX followers, XX engagements

"Ford will revive its Chennai plant by mfg Next-gen engines for export. In line with the China+1 strategy every major brand is eyeing to set up export base in India. Annual production target of 200k units"
X Link @TheMinuend 2025-11-01T04:54Z XXX followers, XX engagements

"Good stuff. Now need to level up to Broadcom-style co-design & develop. Going beyond module mfg is what built China"
X Link @TheMinuend 2025-10-27T03:09Z XXX followers, XX engagements

"Cognizant made $XXXXX B in revenue in FY25 more than Infosys ($19.28 B) but trades at $XX B(Nasdaq) market cap half of Infosys $XXXX B. Better P/E access to India-focused funds or something else: listing in India & gharwapsi is key"
X Link @TheMinuend 2025-10-31T03:59Z XXX followers, XX engagements

"Huge Rare Earths Update: Punes Ashvini Magnets launches Indias first commercial-scale indigenous RE metals plant producing XX tonnes/month of light + heavy metals including NdPr meeting 2025% of Indias NdFeB alloy demand for EV motors MRI machines electronics and industrial use. Quietly in the works for X years surfacing due to Chinese hostility. Delhi don't kiss & tell. Developed using BARC technology with Ministry of Mines support. While IREL & others explore similar ventures first full-scale private production 🔥"
X Link @TheMinuend 2025-11-01T03:49Z XXX followers, XX engagements

"L&Ts Minerals & Metals unit has bagged domestic EPC orders including building a XXX KTPA aluminium smelter GTC for Hindalcos greenfield Odisha project and a X MTPA coke oven battery order from Tata Steel in Jamshedpur"
X Link @TheMinuend 2025-10-24T17:56Z XXX followers, XXX engagements

"Dominic Ball is XX years old the only analyst to predict Fiservs crash issuing a sell in April months ahead while XX% of Wall Street had a buy ratingall based on solid ground-level research of course. Ball works at Rothschild & Co"
X Link @TheMinuend 2025-11-02T04:46Z XXX followers, XXX engagements

"I won't destroy Modi's political career "
X Link @TheMinuend 2025-10-17T02:50Z XXX followers, 31.2K engagements

"Great Nicobar ICTP tilts regional trade balance in India's favour. X trillion DPR adds XXXX million TEU capacity & cuts reliance on foreign hubs. XX% of Indias containers rely on Colombo Singapore & Klang. XX% of global containers & most of Chinas energy imports passes from Malacca ICTP is just XX nautical miles from it. But without connectivity industrial clusters & port-linked SEZs rapidly built along the ICTP it risks becoming a gold mine without a connected road. And will fail to attract real traffic"
X Link @TheMinuend 2025-10-29T10:05Z XXX followers, XX engagements

"My Gmail/google has been warning me its XX% fullfor nearly XX months now. Ive had it for years with about the same email volume possibly decreasing. Ever since Ive been deleting spam emails gdrive and applied auto delsomething I never had to do before. Storage is magically full within days. Starting to make perfect sense"
X Link @TheMinuend 2025-10-31T02:59Z XXX followers, 159.6K engagements

"Contract mfg adds revenue & capacity kudos However every XXX of iPhone revenue in India XX flows back excluding taxpaid PLI subsidy. Climb the value chain. To be fair Indias contract mfgs (Foxconn Tata Pegatron etc.) have crossed XX% domestic value addition (DVA) in iPhones up from XX% pre-PLI scheme. Commendable"
X Link @TheMinuend 2025-11-01T04:13Z XXX followers, XX engagements

"Svitzer will build electric TRAnsverse tugs boats. Announced its LoI with Cochin Shipyard @cslcochin"
X Link @TheMinuend 2025-11-01T07:01Z XXX followers, XXX engagements

"Plotting to disrupt & regime change Always. Doesn't impact China's RE dominance. Its like severing food supply of someone who controls oxygen. He'll go hungry but you'll suffocate still"
X Link @TheMinuend 2025-11-01T10:20Z XXX followers, XX engagements

"Novo made a bigger unsolicited bid for Metsera after Pfizers offer. Novo has made $50B from its accidental obesity drug while Eli Lilly is set to hit $40Btogether controlling XX% of the market. Novo-Metsera bid is textbook monopoly-by-acquisition. Yet here's likely outcome: Novo will continue to sell prices will climb & added $50B+ revenue will flow with minor fine of course. Eventually Trump-type will politicise for votes condemning pharma & pricing. Novo hires a Trump-lobby firm controversy vanishes viola SOPnot limited to Novo or pharma"
X Link @TheMinuend 2025-11-02T03:29Z XXX followers, XX engagements

"UPIs fame is due to massive adoption strictly govt-led. Just like WeChats meteoric rise is shaped by CCP mandates (WC would be a $500B Super App in a free market or US). In both cases scale came before profit. About the pvt firms would better monetise wait for MDR & XX% market share caps to kick in the dynamics would shift. Who knows Ad or other rev sources might kick in sometime"
X Link @TheMinuend 2025-11-02T05:45Z XXX followers, XX engagements

creator/x::TheMinuend
/creator/x::TheMinuend