Top Tweets for #CAPEXBoom
🚨 NVDA Just Silenced the Doubters: Vera Rubin AI Racks Are in Full Production
Read More: https://t.co/viCjdYpB4t
#NVDA #AIInfrastructure #SemiconductorSupercycle #InstitutionalInvesting #JensenHuang #TechEarnings #CapexBoom #SovereignAI
@himantabiswa POSITIVE NEWS
#Connectivity: The KING of Prosperities
#CapExBOOM [ 90% CapEx Utilisations by 3rd Qt YoY ] led #MegaScaleMegaImpactsMegaOutcomes Mega Sustainable Growth Engine YoY. @CMOfficeAssam @mygovassam
![MridulB76822205's tweet photo. @himantabiswa POSITIVE NEWS
#Connectivity: The KING of Prosperities
#CapExBOOM [ 90% CapEx Utilisations by 3rd Qt YoY ] led #MegaScaleMegaImpactsMegaOutcomes Mega Sustainable Growth Engine YoY. @CMOfficeAssam @mygovassam https://t.co/BslQOugCwO](https://pbs.twimg.com/media/HLj4pYsbUAA0OtA.jpg)
📊 TOP 5 COMPANIES WITH 3+ YEARS REVENUE VISIBILITY 🚀
Strong order books often translate into predictable revenue, earnings growth, and long-term business stability.
#StockMarketIndia #LNT #BHEL #HAL #BEL #RVNL #DefenseStocks #InfrastructureStocks #CapexBoom #IndianStocks
From ₹14 to ₹80 – Pure Multibagger!
Bought Lloyds Engineering (LLOYDSENGG) at ₹14. Now at ₹80 → 6x returns in a few years
Sector tailwinds + clean balance sheet = Multibagger magic
#Multibagger #LloydsEngineering #IndianStocks #StockMarket #WealthCreation #CapexBoom #NSE
#ETNowMarketsSummit2026 | "The Real Effective Exchange Rate (REER) suggests the rupee is undervalued by around 11%," says Ridham Desai of Morgan Stanley
#Rupee #REER #IndiaEconomy #EarningsGrowth #CapexBoom @MorganStanley
@shekhar19541 @InsightGL @kayjay34350 @Ptr6Vb @indiannavy @HQ_IDS_India @IAF_MCC @adgpi @DefenceMinIndia @SpokespersonMoD @CaptDKS @Chopsyturvey @PKRoyIAF @NIA_India @PIBHomeAffairs @mygovindia @easterncomd @IWAI_ShipMin @Logistics_MoCI @NorthernComd_IA @MEAIndia @CimGOI @FinMinIndia @AmitShah @rajnathsingh @westerncomd_IA @shipmin_india @HMOIndia @crpfindia @SSB_INDIA @ITBP_official @official_dgar @BSF_India @BROindia @DRDO_India @HALHQBLR @SIDMIndia @DefProdnIndia @BrahMosMissile @EAC_IAF @IN_HQENC @IN_HQSNC @ISpA_India @DoC_GoI POSITIVE NEWS
#Requirements : [ State Level Market Economy + State Level Integrated Transportatons & Logistical Frameworks (powered by Green Energy Green Tech & Green Mobilities) ] led by #CapExBOOM (90% CapEx Utilisations by 3rd Qty YoY ) amplified by #100Countries100Deals
![MridulB76822205's tweet photo. @shekhar19541 @InsightGL @kayjay34350 @Ptr6Vb @indiannavy @HQ_IDS_India @IAF_MCC @adgpi @DefenceMinIndia @SpokespersonMoD @CaptDKS @Chopsyturvey @PKRoyIAF @NIA_India @PIBHomeAffairs @mygovindia @easterncomd @IWAI_ShipMin @Logistics_MoCI @NorthernComd_IA @MEAIndia @CimGOI @FinMinIndia @AmitShah @rajnathsingh @westerncomd_IA @shipmin_india @HMOIndia @crpfindia @SSB_INDIA @ITBP_official @official_dgar @BSF_India @BROindia @DRDO_India @HALHQBLR @SIDMIndia @DefProdnIndia @BrahMosMissile @EAC_IAF @IN_HQENC @IN_HQSNC @ISpA_India @DoC_GoI POSITIVE NEWS
#Requirements : [ State Level Market Economy + State Level Integrated Transportatons & Logistical Frameworks (powered by Green Energy Green Tech & Green Mobilities) ] led by #CapExBOOM (90% CapEx Utilisations by 3rd Qty YoY ) amplified by #100Countries100Deals https://t.co/HJJ9pLMVSE](https://pbs.twimg.com/media/HEPWSJ3a8AA_er3.jpg)
![MridulB76822205's tweet photo. @shekhar19541 @InsightGL @kayjay34350 @Ptr6Vb @indiannavy @HQ_IDS_India @IAF_MCC @adgpi @DefenceMinIndia @SpokespersonMoD @CaptDKS @Chopsyturvey @PKRoyIAF @NIA_India @PIBHomeAffairs @mygovindia @easterncomd @IWAI_ShipMin @Logistics_MoCI @NorthernComd_IA @MEAIndia @CimGOI @FinMinIndia @AmitShah @rajnathsingh @westerncomd_IA @shipmin_india @HMOIndia @crpfindia @SSB_INDIA @ITBP_official @official_dgar @BSF_India @BROindia @DRDO_India @HALHQBLR @SIDMIndia @DefProdnIndia @BrahMosMissile @EAC_IAF @IN_HQENC @IN_HQSNC @ISpA_India @DoC_GoI POSITIVE NEWS
#Requirements : [ State Level Market Economy + State Level Integrated Transportatons & Logistical Frameworks (powered by Green Energy Green Tech & Green Mobilities) ] led by #CapExBOOM (90% CapEx Utilisations by 3rd Qty YoY ) amplified by #100Countries100Deals https://t.co/HJJ9pLMVSE](https://pbs.twimg.com/media/HEPWSFlbEAAqKHt.jpg)
BUSINESS
India’s latest GDP surge: A quarter that quietly answers the ‘dead economy’ club
Writer: Vaibhav Dange
Click- https://t.co/du1TzzjmIU
#IndiaGDP #EconomicGrowth #IndiaEconomy #GDPBoost #InfrastructurePush #ManufacturingGrowth #PLIScheme #GSTReforms #CapexBoom #EconomicResilience #IndiaRising #GlobalEconomy #SupplyChainShift #TaxReforms #GrowthStory #EconomicMomentum #NewIndiaEconomy
Reason for Optimism = thematic #CapexBoom
Key themes/drivers of the Capex Boom:
-Re/On/Near/Friend-Shoring
-Next-gen Manufacturing
-Geopolitics & Defense
-Artificial Intelligence
-Energy Transition
-Electrification
-Robotics
-Space
Bullish commodities, hard tech, industrials.
@BasantBaheti3 Record profits in FY25 is no accident it's the result of strong reforms, capex push, demand, & clean balance sheets.
From banks to energy giants, PSU efficiency is finally paying off n economic compounding in motion.
#PSUReforms
#IndiaGrowthStory
#CapexBoom
S&P Global Ratings reports Indian corporates will double capex to $850 billion over 5 years, led by power, airlines, & green hydrogen. Strong balance sheets & govt policy fuel this growth, with most funding from internal cash. #IndiaInc #CapexBoom #Economy #Nifty #Banknifty
Capex Boom 💥
India Inc to double capex to $850 bn in 5 years..
Power & Transmission: $300 bn
Aircraft: $75 bn
Semiconductor/ Battery/ Green Hydrogen: $100 bn
Morgan Stanley Believes L&T, NTPC, Titagarh & Ultratech Cement To Get Boost From India's Capex Boom
Watch LIVE: https://t.co/RHVLZuRkNA | #MorganStanley #LarsenAndToubro #NTPC #Titagarh #UltratechCement #CapexBoom
@sakshibatra18
¿Te has preguntado por qué algunos expertos están prediciendo un crash del mercado inmobiliario? 🧵
#CapexBOOM
RS: Real State / Mercado Inmobiliario 🏠
⚡️: Resumen en un solo twitt.
🟠: Key Points
🟢: Data de grupos de Research / Analistas
#realstate #economy #recesion
#unpopularopinion Has #PLI made a difference?
The #IndiaCapex is #Booming #Fallacy if you look at this one CHART
Capex of All India Listed Non financial Cos has NOT INCREASED (128% of Depreciation < 2003)
Judge #PLI based on this number over the next 3yrs…
Not a finance whiz but: when volumes drop, additional Capital Expenditure is not needed to manufacture or distribute #CapExBoom
Buyback Mythology
Never let economics get in the way of politics.
Buybacks are only 66% of adjusted capex (capex plus R&D) and are an example of markets far more efficiently allocating capital than misguided policy. We are in the early stages of a capex boom.
@CliffordAsness
Big upward revision to software and R&D investment in the 1Q GDP report - Total IPP Investment +12% revised from +7.2% - software +12.2%, R&D +8.8% - for the 10 years prior to TCJA the average annual growth rates were 5.6% & 3.2%, in 2018 they grew 10.2% and 9.6% #capexboom
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