Alpha Ideas

Some stuff I am reading today morning:

US Military prepared to strike Iran (CNN)

India eyes mega deal with Russia (MSN)

India is joining ‘Pax Silica’ (CNBC)

Google’s big India AI announcement (Shruti Mishra)

Sarvam stakes claim for Sovereign AI (FE)

India eases curbs on Chinese equipment imports (ET)

Bitcoin’s dependence on Wall Street (Yahoo)

Stock Talk: Quality Power (Mayank Gupta)

The Nalanda Antithesis (Saket Mehrotra)

Last Letter to Investors (Guy Spier)