Gourav Choudhary

#ExploringIndia: My 15 destinations will be North-East, Ladakh, Spiti Valley, Rann of Kutchh, Ashtamudi, Rameshwaram, Kedarnath-Badrinath-Yamunotri-Gangotri, Jagannath Puri, Kailash, Amarnath, Hemkund Sahib, Banaras, Konark, Badami, Rani ki Vav. Although it may take years.

@iNikhilsaini pl. swear on your mother u will never ever in your life visit mountains........ we will ensure no tree cutting is done..... first u swear on your mother u won't visit there. idiots

New highway → more tourists → more resorts → less forest → rising temperatures Soon the “cool” hill town starts feeling like every city of india, so we build another highway to the next cooler spot Same cycle repeats, just at a different altitude

@RiseBharata Bhai tum phle geography lessons lelo. Bahut baar dekh lia. Padhai kro phle

Why North India Is Much Hotter Than Other Places With Similar Latitude Like Southern China?

@Prince8bx Bakwaas movie hai dekhli. Jheli nahin gyi. Remove unnecessary bgm and u won’t find any good scene there.

watch this movie and you’ll thank me atleast 10 times for the recommendation

@ifOnlyKantala I have been only using phonepay since last 5 years

Yet to meet a person who is using phonepe. Phonepe is Pathaan/Jawaan of UPI

@Atulsingh_asan Cup and handle with second half of cup in formation. And a solid one. U shape cup in formation.

What this chart tells according to technical analysis

@vijaykaushik93 @SECTOR_RES0123 Timeframe

@SECTOR_RES0123 I think Hindustan copper is enough with single handed. I you hold with patience 2x-3x is a very easy target in hindustan copper from here..

#Copper Could Be the Next Big Metal Boom — But You Can’t Buy It Directly! 🔥 Here are 10 copper-related stock alternatives to track 👇 - Madhav Copper – Copper wire rod manufacturer - Vedanta Limited – Copper smelting business - Cubex Tubings – Copper tube manufacturer - Hindustan Copper –Copper mining & refining - Parmeshwar Metal – Recycled copper rod producer - Hindalco – Copper smelting products - Rajputana Industries – Copper alloy products - Precision Wires India – Copper winding wires - Bonlon Industries – Copper wires & ingots - Bhagyanagar India – Copper rods & pipes

@Indian_Analyzer Ganne ke ras se hi chalva do. Kya jarurat petrol ki

🚨BIG Policy Move Draft rules for E85 fuel rollout likely in the next couple of years. E85 = 85% ethanol + 15% petrol, to be introduced as a separate fuel grade from E20. — Govt & industry on same page, testing already underway. Big leap for Green fuel👏🏼

@aswathiguna /years

Keep watching #netweb next few days/months

@nakulvibhor Jo 1 sal se hold kr rha usko kya krna h bhai

Vedanta Demerger Mega Update Vedanta is splitting into 5 companies Record Date: 1 May 2026 If you hold 1 share of Vedanta You will get 1 share in each of 4 companies Vedanta Aluminium,Talwandi Sabo,Malco Energy,Vedanta Iron & Steel

@TradingMarvel bhai no offence but 1200 and 2100 has huge difference how could any analysis so wide and abrupt.

My Tgt is 1200/2100 in next 02 year…..graphite india……..

@ArunKoslii ilaaj to nahi kiya, ilaaj to hota headshot at site itself and then make that video viral so that nobody would ever try to do this

@TradingMarvel i think it can retest till top of C&H base or slightly above till 180 for fresh buy, then it can reach the target of cup depth.

Adani Power cmp 204 ₹ time to take some profit home 👍

@aravind I sensed this during the day itself when i saw PM Modi tweeting rather requesting with folder hands about passage of this bill. I never saw him do that. That seems like on purpose. Well player modiji.

Ruling party have strategically achieved something today. I think the opposition has been played yet again. The timing and the way the bill was bundled was strategic. This is going to give benefits to the BJP this current state elections and for some more years doing nothing.

@aravind Either you are a next level AI or as your bio says “state of Turiya”, then you use that state to see the possibilities and post here on Twitter. Being inclined towards spirituality, I’m more fascinated by the latter.

Hear LensKart is making news for the wrong reasons? gl-lS-co DS kind of influence reasons?

@raghavwadhwa Ultimate

Thousands of crores worth of solar panels are installed across Rajasthan right now. Generating power. With NOWHERE to send it. India's most expensive electricity isn't the kind that costs more. It's the kind that's already been made and has no road. I went back and studied the entire transmission value chain. What I found changes how you should think about the power theme. India just crossed 283 GW of non-fossil installed capacity. 274 GW of renewable + hydro. 8.78 GW of nuclear. Total generation capacity crossed 513 GW as of December 2025. The numbers look great on paper. The problem is on the ground. Rajasthan alone has 130 GW of grid connection applications. Transmission systems planned or under implementation? 73 GW. That leaves roughly 60 GW of renewable projects just sitting there waiting for a wire. If one state has this gap, imagine the national picture. India doesn't have a generation problem anymore. It has a delivery problem. The government knows this. The National Electricity Plan lays it out clearly: 🔹 Transmission network: 5.04 lakh circuit km today → 6.48 lakh ckm by 2032 🔹 Transformation capacity: 1,429 GVA → 2,345 GVA 🔹 Inter-regional transfer capacity: 120 GW → 168 GW 🔹 Just for 2027-2032: 50,890 ckm of new lines + 433,575 MVA of new transformation capacity This is not a projection from a broker report. This is formal government planning with budget allocation behind it. And it's already showing up in execution. FY25 alone, 8,830 circuit km of transmission lines added and 86,433 MVA of transformation capacity commissioned. Now here's what most investors get wrong. They treat "transmission" as one trade. It isn't. The value chain has very different economics at each layer, and the gap in return quality is massive. Think of it as a 5-layer stack: 🔹 Layer 1: Lines and conductors This is the volume layer. Towers, conductors, insulators, fittings. Demand is huge but margins are more commodity-linked. Raw material prices and bidding intensity drive outcomes more than capability moats. 🔹 Layer 2: EPC execution Project ordering and pace of execution drive this layer. Strong revenue torque when cycle is up. But working capital is heavy, receivables can stretch, and right-of-way delays are constant. 🔹 Layer 3: Substations and electrical equipment This is where it gets interesting. A transmission line mainly drives towers and wire. A substation drives transformers, reactors, GIS, switchgear, metering, protection, and controls, all at once. With 86,433 MVA added in FY25 and much more planned, this may be the richest layer in the cycle. Rising demand from data centres, metros, manufacturing, and commercial load centres makes this even more relevant. 🔹 Layer 4: Transformers and switchgear These sit inside both the renewable pooling story and the urban grid strengthening story. Higher product complexity, longer approval cycles, stronger technical barriers. Better operating leverage if utilization tightens. 🔹 Layer 5: HVDC and advanced grid technology This is the highest-moat layer. Standard AC handles most expansion. But long-distance renewable evacuation from Rajasthan, Gujarat, and Ladakh increasingly needs HVDC. The Bhadla-Fatehpur corridor: ±800 kV, 6,000 MW, ~950 km. Hitachi Energy and BHEL are involved. Targeted by 2029. It's part of the backbone for India's 500 GW renewable ambition. HVDC involves converter stations, converter transformers, thyristor valves, and complex integration. Qualified vendors globally are fewer than 10. Pricing power sits here. 👉This is the important part: not all beneficiaries in this chain will generate the same quality of earnings. Volume players benefit from demand, but margins stay thin. Equipment makers with capacity constraints and qualification barriers are where operating leverage shows up. Technology players with HVDC and digital grid capability sit in the widest moat. The grid is getting more complex, higher voltage, GIS adoption, digital substations, renewable pooling, HVDC corridors. Every step narrows the field of credible participants. That's the rerating trigger. Risks are real. Execution delays, right-of-way issues, working capital stress in EPC, import dependence in advanced systems, and overbidding in commoditized packages. Study this in layers, not as one trade. India's renewable story cannot scale without a much larger grid. The generation side gets the headlines. The transmission side determines whether any of it actually works. In this cycle, the silent grid may capture more value than the louder generation story. Listed companies by layer: 🔶Grid owners and developers 🔹Power Grid Corporation: India's central transmission utility, owns 90%+ of inter-state network 🔹Adani Energy Solutions: fastest-growing private transmission developer 🔶EPC contractors 🔹KEC International: RPG Group, present across T&D, railways, civil 🔹Kalpataru Projects International: strong T&D order book, international presence 🔹Bajel Projects: focused play on transmission towers and EPC 🔶Conductors, cables, line materials 🔹Apar Industries: Exports fibre optic and conductors to 50+ countries 🔹KEI Industries: power cables, scaling distribution presence 🔹Polycab India: wires, cables, and emerging FMEG play 🔹Dynamic Cables: smaller, focused on HT/LT cables and conductors 🔶 Transformers and substation equipment 🔹Hitachi Energy India: GIS, transformers, HVDC, grid automation 🔹CG Power: transformers, switchgear, motors, strong industrial base 🔹Transformers & Rectifiers India: direct play on transformer capex cycle 🔹Indo Tech Transformers: niche, high-voltage transformers 🔹Bharat Bijlee: transformers and motors 🔹BHEL: power equipment, HVDC involvement, diversified 🔹GE Vernova T&D India: ₹12,000 crore order inflows in one quarter on HVDC wins 🔶HVDC and grid technology (highest moat) 🔹Hitachi Energy India: only listed pure-play on HVDC in India 🔹GE Vernova T&D India: HVDC corridors, grid automation 🔹Siemens India: energy automation, digital substations 🔹ABB India: UPS, power distribution, data centre grid play 🔶Smart metering and grid digitisation 🔹Genus Power: smart meter specialist 🔹HPL Electric: metering and switchgear Transmission is no longer a support sector. It is becoming the core enabler of India’s next power cycle. ⚡️ Disclaimer: The above data should not be considered a buy or sell recommendation. This analysis is shared only for educational and learning purposes.

@sardesairajdeep we don't need your "my take".... so just ...

My take: if the Modi govt is serious about women’s reservation ahead of 2029 GE , simple solution: just amend Article 334 A and go back to the 2010 bill formula that provided one third seats for women from existing 543 seats. Doesn’t need a link with census or delimitation. Can be done tomorrow morning!!🙏

@nakulvibhor To ese fr CE le skte kya 1-2 din ke gain ke lie?

Wipro approves buyback at ₹250 per share Cmp 210 Upside 19% 🔥✔️

@theskindoctor13 Can i tell something more interesting…… karmoyogi bharat platform has such a good content. Mandatory for govt employees but content is too damn good.

This summer there is a 2-month residential AI program at IIT Mandi Designed for people who want to go beyond part-time learning and actually build. What it offers: – Full access to IIT campus + hostel – In-person classes by IIT faculty – Real projects (group & solo) – Build 4 real-world projects + CCE IIT Mandi certification Admission process: – 1-hour test (₹1000) – 30-min counselling – Final selection (report by 16th May) Apply: tinyurl.com/IIT-Mandi-Resi… If you’re serious about switching into AI or going deeper, this is a more structured way to do it than learning after work.

@dhaikilokatweet arshad*

hamza mere bacche theek hai tu.. ek kaam kar fatafat meri gaadi mein baith ke doodh wali factory pe aaja

@darvasboxtrader normal kite app se hota hai kya buy sell?

Beauty of US Market is ♥️ Neat and Clean Setup Volumes follow up moves Strong wild momentum. Next Target :- sizing up Allocation in US Market !! #DARVAS🥸