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# ![@rohantantia Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1252261019931611137.png) @rohantantia Rohan Tantia

Rohan Tantia posts on X about india, china, 6969, smartphone the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1252261019931611137/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1252261019931611137/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +47%

### Mentions: XX [#](/creator/twitter::1252261019931611137/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1252261019931611137/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +12%

### Followers: XXX [#](/creator/twitter::1252261019931611137/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1252261019931611137/c:line/m:followers.svg)

- X Week XXX +20%
- X Month XXX +288%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1252261019931611137/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1252261019931611137/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1252261019931611137/influence)
---

**Social category influence**
[countries](/list/countries)  XXXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[india](/topic/india) 14.29%, [china](/topic/china) 4.76%, [6969](/topic/6969) 3.17%, [smartphone](/topic/smartphone) 3.17%, [surge](/topic/surge) #624, [hitachi](/topic/hitachi) #142, [$6501t](/topic/$6501t) #142, [integration](/topic/integration) #253, [drivers](/topic/drivers) #687, [$60b](/topic/$60b) XXXX%

**Top accounts mentioned or mentioned by**
[@akash17971](/creator/undefined) [@dhawaldoshi5](/creator/undefined) [@anvith](/creator/undefined) [@hariniv2505](/creator/undefined) [@viralbshah](/creator/undefined) [@trendspark420](/creator/undefined) [@anvith_](/creator/undefined) [@investingt20](/creator/undefined) [@madhavdhanuka1](/creator/undefined) [@theindinvestors](/creator/undefined) [@gargaditya](/creator/undefined) [@vishankhadke](/creator/undefined) [@garg_aditya_](/creator/undefined) [@jagatnarayan786](/creator/undefined) [@ritikgpt22](/creator/undefined) [@reddy73375](/creator/undefined) [@indianstockeco](/creator/undefined) [@investmentveda](/creator/undefined) [@beyondnumbers7](/creator/undefined) [@ashishmeher7](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts [#](/creator/twitter::1252261019931611137/posts)
---
Top posts by engagements in the last XX hours

"4Defense Aerospace & Strategic Engineering The Rise of Self-Reliance 👉Heavy engineering is playing a silent but pivotal role in Indias defense buildup: 🔹 Missile launchers submarine systems and aerospace assemblies 🔹 Marine gears precision forgings and ground systems for DRDO/ISRO projects 👉Make in India in defense is creating a new era of high-tech manufacturing blending heavy fabrication with cutting-edge design. 👉Domestic players like L&T Godrej Aerospace Walchandnagar are proving India can compete globally in complex systems manufacturing. 👉India isnt just importing defense tech -"  
[X Link](https://x.com/rohantantia/status/1980126378465923216) [@rohantantia](/creator/x/rohantantia) 2025-10-20T04:18Z XXX followers, XX engagements


"7Challenges to Watch 👉Even as the outlook shines bright challenges remain: 🚧 XX% import dependency for high-end devices ⚙ Limited R&D intensity among domestic players 📜 Fragmented regulatory environment 👩🔬 Shortage of skilled biomedical engineers 💰 Pricing caps on critical devices (stents implants) 👉The key to Indias MedTech leadership will be moving from assembly to innovation - building original IP not just low-cost production. #MedTech #HealthcareInnovation #IndiaManufacturing #HealthTechnology"  
[X Link](https://x.com/rohantantia/status/1981279733490077758) [@rohantantia](/creator/x/rohantantia) 2025-10-23T08:41Z XXX followers, XXX engagements


"8Outlook 2033: Indias Health-Tech Decade 👉By 2033 Indias MedTech sector could surpass $60B powered by: 🔹 Local manufacturing 🔹 AI-driven diagnostics 🔹 Homecare & wearable adoption 🔹 Export leadership in affordable devices 👉India is scripting Pharma XXX - this time in MedTech. 👉A sector where technology meets humanity and innovation saves lives. If you enjoyed this thread: 💙 Like to support more India-focused deep dives 🔁 Retweet to share the MedTech growth story 💬 Comment your view - which MedTech subsegment excites you most 📈 Follow @rohantantia for more breakdowns on Indias"  
[X Link](https://x.com/rohantantia/status/1981279736019238958) [@rohantantia](/creator/x/rohantantia) 2025-10-23T08:41Z XXX followers, XXX engagements


"2Demand & Diversification: The Twin Engines 👉The Indian sugar industry today serves multiple demand layers - from household kitchens to industrial beverage lines. 🔹 Industrial Demand Boom: Soft drinks confectionery and ready-to-eat food demand growing XX% CAGR. 🔹 Premiumization Trend: Rising appetite for organic brown and low-GI sugars driven by urban health consciousness. 🔹 Urbanization Impact: With rapid lifestyle shifts processed food and beverage consumption continue to climb. 👉What once was a seasonal business is now an industrial supply chain - stable modern and innovation-ready."  
[X Link](https://x.com/rohantantia/status/1981660734506336310) [@rohantantia](/creator/x/rohantantia) 2025-10-24T09:55Z XXX followers, XX engagements


"📊 FIIDII Flow Update XX Oct 2025 👉Both foreign and domestic investors stayed net buyers today - signaling continued confidence in Indian equities. 🔹 FII/FPI: +621.5 Cr 🔹 DII: +173.1 Cr 🔹 Combined Net Inflow: +794.6 Cr 👉Foreign inflows remain resilient even amid global volatility while domestic institutions continue to provide steady support - Indias market liquidity foundation stays strong. #StockMarket #FII #DII #IndiaInvesting #MarketUpdate"  
[X Link](https://x.com/rohantantia/status/1981740023016739289) [@rohantantia](/creator/x/rohantantia) 2025-10-24T15:10Z XXX followers, XXX engagements


"@MadhavDhanuka1 @selvaprathee @Stock_Stalker_ @Anvith_ @TheIndInvestors @IndianStockEco @ismdu_official @hariniv2505 @investing_t20 A perfect example of how smart policy can align agriculture energy and industry for long-term sustainability"  
[X Link](https://x.com/rohantantia/status/1981742196106641489) [@rohantantia](/creator/x/rohantantia) 2025-10-24T15:18Z XXX followers, XX engagements


"@hariniv2505 @selvaprathee @Stock_Stalker_ @Anvith_ @TheIndInvestors @MadhavDhanuka1 @IndianStockEco @ismdu_official @investing_t20 Exactly Its fascinating to see how Indias sugar industry is turning into a clean energy story"  
[X Link](https://x.com/rohantantia/status/1981742717689266678) [@rohantantia](/creator/x/rohantantia) 2025-10-24T15:20Z XXX followers, XX engagements


"The Impact: From Creation to Action 👉Generative AI disrupted what we can create. Agentic AI will disrupt how we work. 🔹 GenAI Applications: Content creation design code writing education. 🔹 Agentic AI Applications: Research automation workflow orchestration CRM operations data analysis and customer service. 👉Imagine a system that: Reads new policies drafts compliance memos updates dashboards alerts stakeholders. Thats not future - its already being tested. 👉Agentic AI bridges intelligence and execution - freeing humans for creativity strategy and oversight. #AI #DigitalTransformation"  
[X Link](https://x.com/rohantantia/status/1981802786992877860) [@rohantantia](/creator/x/rohantantia) 2025-10-24T19:19Z XXX followers, XXX engagements


"Whats most striking is how Reliance is connecting the dots energy data AI digital commerce effectively creating Indias own end-to-end tech stack. If executed well this could redefine Indias role from AI adopter to AI infrastructure leader on a global scale. (No Recommendation)"  
[X Link](https://x.com/rohantantia/status/1982129982122910136) [@rohantantia](/creator/x/rohantantia) 2025-10-25T16:59Z XXX followers, XX engagements


"5 Indias AI Value Chain 🏢 IT & AI Services: TCS Infosys LTIMindtree ⚙ Hardware: Kaynes Tech MosChip ☁ Infra: Netweb 💻 Software: Persistent KPIT Tata Elxsi 🔋 Power: NTPC Green Adani Energy Tata Power 👉Together they form Indias AI stack - from chips compute code clients. (Not a stock recommendation just an update) #AIStocks #TechEcosystem #MakeInIndia"  
[X Link](https://x.com/rohantantia/status/1978860632486117842) [@rohantantia](/creator/x/rohantantia) 2025-10-16T16:28Z XXX followers, XXX engagements


"🏗 Indias EPC Powerhouse: Building Bharats Growth Story 1The EPC (Engineering Procurement & Construction) sector is the execution backbone of Indias industrial and infrastructure boom. 👉It converts government vision & corporate capex into tangible assets - roads refineries metros bridges and power plants. 📊 Market Size: USD 130150 Bn 📈 CAGR (20242030): XXX% 🎯 Target by 2030: USD 240270 Bn 👉From energy & transport to water & defense EPC companies are literally laying the foundations of Viksit Bharat. #EPCIndia #Infrastructure #MakeInIndia #IndiaGrowthStory #EngineeringExcellence"  
[X Link](https://x.com/rohantantia/status/1980338938083430795) [@rohantantia](/creator/x/rohantantia) 2025-10-20T18:22Z XXX followers, 2041 engagements


"GenAI vs Agentic AI: The Evolution of Intelligence 🤖 👉The next leap in AI isnt just about smarter text generation - its about autonomous intelligence. 👉While Generative AI (GenAI) creates Agentic AI acts. This shift from passive to proactive systems marks the dawn of AI that doesnt just respond but decides and executes. 🔹 GenAI - Think of ChatGPT DALLE or Copilot - they generate text images or code based on prompts. 🔹 Agentic AI - Systems like AutoGPT or LangChain agents that plan tasks use tools and self-correct to achieve goals. 👉In short: 🔹GenAI = Creative mind 🔹Agentic AI ="  
[X Link](https://x.com/rohantantia/status/1981802777069470020) [@rohantantia](/creator/x/rohantantia) 2025-10-24T19:19Z XXX followers, XXX engagements


"2 Demand Boom - Domestic Engines Firing Indias electronics appetite is exploding - and PCBs sit right at its core 🔹 Consumer electronics: India is now the worlds 2nd largest smartphone producer and wearable devices TVs and IoT sensors are adding volumes. 🔹 Automotive electronics: EVs and ADAS systems need power-dense heat-resistant PCBs - demand is skyrocketing. 🔹 Telecom & 5G: High-speed HDI boards are crucial for network equipment. 🔹 Defence MedTech and Renewables: Precision boards for control systems and diagnostics are in demand. 👉With such a diverse end-use spectrum Indias PCB"  
[X Link](https://x.com/rohantantia/status/1982666541121380416) [@rohantantia](/creator/x/rohantantia) 2025-10-27T04:31Z XXX followers, XX engagements


"3 Global Realignment - The China+1 Effect 👉Global supply chains are redrawing themselves and India is emerging as the next best alternative 🔹 Companies like Apple Foxconn Pegatron and Tata are expanding India operations rapidly. 🔹 By Q2 2025 XX% of US smartphone imports came from India - a record shift. 🔹 Multinationals are localising PCB sourcing to reduce China exposure. 👉This China+1 shift isnt just about cheaper labour - its about risk diversification trusted manufacturing and proximity to consumption markets. 👉PCBs are the most localisable component in this entire chain and that"  
[X Link](https://x.com/rohantantia/status/1982666543839248809) [@rohantantia](/creator/x/rohantantia) 2025-10-27T04:31Z XXX followers, XX engagements


"@Garg_Aditya_ @Anvith_ @Akash17971 @DhawalDoshi5 @imsorthiya @CapitalConcept_ @hariniv2505 @reddy73375 @Nithin0dha @nikhilkamathcio Zerodhas entry will likely democratize global equity access at scale - giving millions of investors the ability to own a piece of Apple Tesla or NVIDIA without foreign brokers or complex paperwork. This could redefine how Indians diversify invest and think globally"  
[X Link](https://x.com/rohantantia/status/1982846815520362573) [@rohantantia](/creator/x/rohantantia) 2025-10-27T16:28Z XXX followers, XXX engagements


"🚨 BIG: Indias Exports to China Surge XX% YoY in H1 FY26 👉Amid global trade tensions India-China trade dynamics are shifting fast. 👉Beijings envoy confirmed China will welcome more Indian goods - helping offset the U.S. tariff impact while deepening regional supply resilience. 🔹 Exports up XX% YoY led by pharma chemicals and marine products 🔹 China looking to diversify sourcing amid U.S. headwinds 🔹 India leveraging competitive manufacturing agro & specialty chemical strength 🔹 Signals pragmatic economic thaw despite strategic frictions 👉This could mark a quiet but important pivot in"  
[X Link](https://x.com/rohantantia/status/1982638358430982530) [@rohantantia](/creator/x/rohantantia) 2025-10-27T02:39Z XXX followers, XXX engagements


"Electrons are the new oil. ⚡ 👉What OpenAI said isnt just a metaphor - its a reality check for the modern world. 👉In the 20th century oil powered economies; in the 21st electricity powers intelligence. 👉Every AI model semiconductor fab and data center runs on electrons - theyre the new fuel of civilization. 🔹 Energy = Intelligence: Training and running AI models now consume vast amounts of power - data centers are the new oil refineries GPUs the new drilling rigs and transmission lines the new pipelines. 🔹 Geopolitical Shift: The worlds new superpowers will be those who control clean"  
[X Link](https://x.com/rohantantia/status/1982997519215763889) [@rohantantia](/creator/x/rohantantia) 2025-10-28T02:27Z XXX followers, XXX engagements


"1Indias energy grid expansion is unprecedented - from rural electrification to urban smart grids transformers are the backbone of every connection. 🔹 Government thrust: Power for All UDAY DDUGJY and RDSS schemes are modernizing outdated grids and replacing legacy transformers. 🔹 Rural electrification & urban load growth are creating dual demand streams - new installations + replacements. 🔹 Renewable integration: Each MW of solar/wind capacity added needs dedicated step-up transformers for evacuation. 🔹 Industrial expansion metros and EV infrastructure are adding high-voltage transformer"  
[X Link](https://x.com/rohantantia/status/1983030032462127433) [@rohantantia](/creator/x/rohantantia) 2025-10-28T04:36Z XXX followers, XX engagements


"5 The Global Context - Energy Infrastructure XXX 👉Globally transformers are at the heart of the energy transition. 🔹 US & Europe are replacing ageing infrastructure with energy-efficient smart transformers. 🔹 Asia-Pacific is leading the charge - India China and Southeast Asia will account for 60%+ of global capacity additions by 2030. 🔹 Smart IoT-enabled transformers are emerging for predictive maintenance and load optimization. 👉For India this is a golden opportunity: to position itself as a low-cost export hub for advanced transformers just as it did in auto and electrical equipment"  
[X Link](https://x.com/rohantantia/status/1983030045028290858) [@rohantantia](/creator/x/rohantantia) 2025-10-28T04:36Z XXX followers, XX engagements


"💼 Who Wins in Indias AIPower Boom 👉 Power & Transmission Majors: NTPC PowerGrid Adani Energy Tata Power JSW Energy NHPC KEC Intl - grid expansion renewables & HVDC systems. 👉 Equipment & Tech Enablers: ABB India Siemens Hitachi Energy CG Power Kalpataru - smart substations transformers and automation. 👉 Data Centers: Reliance Jio AdaniConnex NTT CtrlS Nxtra (Airtel) Yotta Anant Raj Sify - expanding hyperscale capacity for Indias digital backbone. 👉 AI & Semiconductor Ecosystem: NVIDIA AMD izmo Microsystems MosChip SPEL Semi Dixon Tech Kaynes Tech Netweb Technologies Orient Technologies"  
[X Link](https://x.com/rohantantia/status/1975421802588283274) [@rohantantia](/creator/x/rohantantia) 2025-10-07T04:43Z XXX followers, XXX engagements


"🚨 Record High Alert: Japans Nikkei XXX Tops 50000 for the First Time Japans benchmark index hit 50346 gaining +11.7% in just one month +40.4% in six months and +30.3% in one year marking a historic milestone for Asias second-largest economy. 🔹 Driven by strong corporate reforms and record foreign inflows 🔹 Boosted by a weaker Yen lifting exporter profits 🔹 Supported by the AI & semiconductor boom (Tokyo Electron Advantest Sony) 🔹 Ahead of the TakaichiTrump meeting fueling hopes of deeper USJapan tech & defense cooperation 👉This isnt just a number - its the comeback of corporate Japan"  
[X Link](https://x.com/rohantantia/status/1982636133289795980) [@rohantantia](/creator/x/rohantantia) 2025-10-27T02:31Z XXX followers, XX engagements


"The Backbone of Electrification 👉Indias Transformer Industry - the invisible powerhouse behind every electrified home EV charger metro line and solar park - is entering a decade-long supercycle. 👉Driven by surging power demand grid modernization and renewable integration Indias market is projected to grow from USD 2.22.5 billion in 2024 to USD XXX billion by 2030 (79 % CAGR) outpacing global averages. 👉Transformers arent just metal and coils - theyre the critical nodes connecting power generation transmission and distribution. 👉As India electrifies faster than ever transformers are"  
[X Link](https://x.com/rohantantia/status/1983030028859277386) [@rohantantia](/creator/x/rohantantia) 2025-10-28T04:36Z XXX followers, XXX engagements


"3 Segment-wise Breakdown (India 2030) 👉Each transformer segment tells a different story - rural expansion industrial modernization or mobility electrification. 👉 Distribution Transformers (60%) 🔹Size: 2100024000 cr Rural & Smart grid focus 🔹Drivers: DDUGJY feeder separation smart meters replacement of obsolete units. 👉 Power Transformers (30%) 🔹Size: 1000012000 cr Transmission-led growth 🔹Drivers: PGCIL expansion renewable corridors metro & industrial substations. 👉 Special Purpose Transformers (10%) 🔹Size: 30004000 cr High-growth niche 🔹Drivers: Solar inverter railway traction EV"  
[X Link](https://x.com/rohantantia/status/1983030039017832774) [@rohantantia](/creator/x/rohantantia) 2025-10-28T04:36Z XXX followers, XX engagements


"4 Key Growth Drivers Policy Meets Power 👉Whats fueling this boom A perfect mix of policy capital and consumption 🔹 Government push Power for All and UDAY reforms drive DISCOM efficiency. 🔹 Renewable revolution XXX GW target = surge in transmission infrastructure. 🔹 Urbanization Smart cities and metro projects demand higher load-handling transformers. 🔹 Replacement cycle Over XX% of Indias transformers are XX years old. 🔹 Electrification push From EV charging to data centers every watt needs reliable T&D hardware. 👉This sector is the physical foundation of Digital India - without"  
[X Link](https://x.com/rohantantia/status/1983030042041921653) [@rohantantia](/creator/x/rohantantia) 2025-10-28T04:36Z XXX followers, XX engagements


"6 Key Beneficiaries - Companies Powering the Grid 👉Several listed companies stand to gain from this multi-year power hardware cycle. 🔹 Core manufacturers: Voltamp Transformers Transformers & Rectifiers India CG Power Bharat Heavy Electricals (BHEL) Siemens India. 🔹 Renewables & EPC players: Hitachi Energy India KEC International Techno Electric ABB India. 🔹 Upstream/Component makers: Bharat Bijlee Triveni Turbine. 🔹 Utilities investing in T&D: PowerGrid NTPC Adani Energy Solutions Tata Power. 👉As transmission and distribution capex scales these firms will be at the center of Indias"  
[X Link](https://x.com/rohantantia/status/1983030048060842241) [@rohantantia](/creator/x/rohantantia) 2025-10-28T04:36Z XXX followers, XXX engagements


"The ALMM framework is the real game-changer - methodically moving from modules cells wafers full integration. In just a few years India will control every layer of solar manufacturing a feat few nations have achieved. The smart players - those investing in cell manufacturing N-Type TOPCon tech and backward integration - will own the future. (No Recommendations)"  
[X Link](https://x.com/rohantantia/status/1983092382196183335) [@rohantantia](/creator/x/rohantantia) 2025-10-28T08:44Z XXX followers, XX engagements