[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.]  TheAlpha10X [@TheAlpha10X](/creator/twitter/TheAlpha10X) on x 29K followers Created: 2025-07-04 12:19:30 UTC India’s Infra boom ⚡⚡ Top X stocks to ride the Capex wave by NUVAMA : DON'T MISS to study ✅ BHEL GE Vernova T&D Hitachi Energy TARIL CG Power Apar Industries ✅As per Nuvama Institutional Equities: -Capex revival: Post-election, public spending bounced back in Q4 FY25; momentum to stay strong in H1 FY26. -Focus sectors☀: Power, T&D, Railways & Defence are key beneficiaries. -Private capex rising: Data centres, solar, chips, batteries gaining traction. -Capacity utilisation surged more than 75%: Signals new investment cycle ahead. -Profit Surge: Product-based firms (ex-EPC) seeing record margins. -Export Boost: Global demand adds fuel. Follow @TheAlpha10X for more such interesting stock picks If you found it useful, RETWEET & SHARE it  XXXXXX engagements  **Related Topics** [defence](/topic/defence) [h1](/topic/h1) [momentum](/topic/momentum) [$cgpowerbo](/topic/$cgpowerbo) [coins energy](/topic/coins-energy) [$6501t](/topic/$6501t) [hitachi](/topic/hitachi) [stocks](/topic/stocks) [Post Link](https://x.com/TheAlpha10X/status/1941109611580338214)
[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.]
TheAlpha10X @TheAlpha10X on x 29K followers
Created: 2025-07-04 12:19:30 UTC
India’s Infra boom ⚡⚡
Top X stocks to ride the Capex wave by NUVAMA : DON'T MISS to study ✅
BHEL GE Vernova T&D Hitachi Energy TARIL CG Power Apar Industries
✅As per Nuvama Institutional Equities:
-Capex revival: Post-election, public spending bounced back in Q4 FY25; momentum to stay strong in H1 FY26.
-Focus sectors☀: Power, T&D, Railways & Defence are key beneficiaries.
-Private capex rising: Data centres, solar, chips, batteries gaining traction.
-Capacity utilisation surged more than 75%: Signals new investment cycle ahead.
-Profit Surge: Product-based firms (ex-EPC) seeing record margins.
-Export Boost: Global demand adds fuel.
Follow @TheAlpha10X for more such interesting stock picks
If you found it useful, RETWEET & SHARE it
XXXXXX engagements
Related Topics defence h1 momentum $cgpowerbo coins energy $6501t hitachi stocks
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