Alpha Ideas

Naman to my Gurus on the auspicious day of Guru Purnima

Some stuff I am reading today morning:

Iran launches surprise attack on US (CNBC)

Saudi Arabia strikes Iran-backed Iraqi militia (Arab News)

Tata Power will build India’s first private nuclear plant (OP)

Tata Realty struggles with losses (FE)

Indigo has learnt from Dec disruption (BS)

India’s persistent tyre price hikes (BW)

AI bears have the right numbers (Elliot)

SpaceX has a worthless AI business (Forbes)

Now show Japan (CS)

What 125 years of investment data tell us (BBS)

Some stuff I am reading today morning:

Trump’s options in Iran worsen (CNN)

Tata Sons lose 28,800 Cr in FY2026 (MC)

HDFC Bank fines its own CEO (BSE)

AI stocks crash (247WallSt)

AI stocks can be like airline stocks (The Market)

Inside India’s 1.46L Cr Defence push (FE)

Stock Talk: Reliance (Rediff)

Makaibari Tea’s new brew (Forbes)

Antifragility in Life & Investing (DR)

The Retirement Frown (PC)