#CapExBoom - Twitter Hashtag

about 20 hours ago

🚨 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

AlphaBinCap's tweet photo. 🚨 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 https://t.co/Djo9JpaN4I

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Mridul BhattacharyyaNew @MridulB76822205

22 days ago

@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

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Manish Kushwaha (SEBI RA)

@SEBI_RA_Manish

25 days ago

📊 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

SEBI_RA_Manish's tweet photo. 📊 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 https://t.co/YZSnAEho0T

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saikat chatterjee , TRADER & INVESTOR @SaikatC80962753

30 days ago

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

SaikatC80962753's tweet photo. 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 https://t.co/PVolDmTL5F

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ET NOW

@ETNOWlive

about 1 month ago

#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

ETNOWlive's tweet photo. #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 https://t.co/9NzzfMM1xj

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Mridul BhattacharyyaNew @MridulB76822205

4 months ago

@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

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The Pioneer

@TheDailyPioneer

8 months ago

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

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Topdown Charts

@topdowncharts

12 months ago

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.

topdowncharts's tweet photo. 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. https://t.co/6AxzTJM6GA

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Adv Vijay @vijaigautam

about 1 year ago

@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

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Naveen Surana

@stcokaficionado

about 1 year ago

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

stcokaficionado's tweet photo. 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 https://t.co/eIwe2cbmFq

Nandan

@_HealthZwealth

about 1 year ago

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

_HealthZwealth's tweet photo. 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 https://t.co/x9zxGJodNV

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Business Today

@business_today

about 2 years ago

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

business_today's tweet photo. 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 https://t.co/2saTnqT3B5

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☀️ @awstian

over 3 years ago

¿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

awstian's tweet photo. ¿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 https://t.co/Gr2oMXVZTv

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Fact Finder, The 🇮🇳 @TheFactFindr

over 3 years ago

Is #CorporateIndia #Lying about the #CapexBoom in #India ?

Fact Finder, The 🇮🇳 @TheFactFindr

over 3 years ago

#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…

TheFactFindr's tweet photo. #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… https://t.co/DVQbs0HllP

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Idi Srinivas Murthy @IdiSrinivas

almost 4 years ago

Not a finance whiz but: when volumes drop, additional Capital Expenditure is not needed to manufacture or distribute #CapExBoom

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PlungeProtectionTeam

@gamesblazer06

over 4 years ago

I’m gonna go with this… $XLF #Reflation #CapexBoom

Ironsides Macro

@barryknapp

over 4 years ago

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

barryknapp's tweet photo. 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 https://t.co/bmQI6E1xJX

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Ironsides Macro

@barryknapp

about 7 years ago

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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