Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet – 2026 Edition (AI)
Piramal.ai (AI)
Modi & Adani (Sabeer Bhatia)
The Irresistible siren song of recent returns (2Point2 Capital)
Notes from Bharat Connect Conference (Zen Nivesh)
Visaka: Frontier Express (AI)
Jayaswal: Comparison (AI)
Steamhouse: Gathering Steam (AI)
3 Gold Jewellery stocks (FE)
Pantomath: Banker, Buyer and Seller (BW)
Some off beat reads for the weekend:
Modi & Adani (Sabeer Bhatia)
Amit Shah wields the Shield (Open)
The Houthi model should worry India (FP)
Thread: US Ambassador Sergio Gor (Observer)
China’s Growth Machines (WIP)
Israel’s new Security Doctrine (INSS)
British Monarchy faces legal challenges (RT)
Trump Vs Zelensky (Al Majalla)
How Phil Ruffin built his real estate empire (TNI)
Jerry Seinfeld is no longer welcome (TOI)
Travel to Istanbul for hair transplants (Walrus)
Why Data Centers have become military targets (Time)
Let Muslims of India declare themselves (Gen Cariappa)
How to catch a liar (Science Focus)
Travel: Zanskar Valley (Team BHP)
Some stuff I am reading today morning:
Yes Bank AT1 Bondholders win in Supreme Court (ML)
Jio’s ambitious plans (DH)
Why Marco Rubio is going to Jamnagar (BW)
Investors sour on AI debt (CNBC)
SEBI revises CAS timings (NDTV)
Modi’s FTA push (Bloomberg)
Why IDBI Bank was sold at 81 Rs/share (BS)
The AI music is still playing (Venky Ganesan)
Don’t trust people who talk like this (HB)
Keep Evolving (Microcap Club)
