Linkfest: 25 May, 2023

Some stuff I am reading today morning:

Fitch puts US AAA rating on negative watch (CNBC)

India Inc’s capex push (FE)

Shareholders of Siemens Ltd are upset (MC)

ED raids online gaming portals (BS)

Thread: Kingfa Science (Gunavanth Vaid)

Company: Aurion Pro Solutions (BI)

Startup: Spinny (Forbes)

Windows & the AI platform shift (Stratechery)

4 Learnings from my Journey (Neil Parikh)

Career advice from David Tepper (Investment Talk)

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