Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet- 2025 Edition (AI)
SCI : 2x-3x (AI)
Unleashing the CRDMO tiger (AI)
Not expensive (AI)
Gokex: Dangerous (AI)
The fall of AI stocks (AI)
India’s solar pump landscape (AI)
Anil Ambani bank fraud (ML)
What I learned for Rakesh Jhunjhunwala (Dr Malpani)
Anti Indian sentiment rising in US (MC)
Some off beat reads for the weekend:
Amit Shah’s Red Book (FP)
Minds behind the Bihar mandate (Open)
Bihar poll impact on other States (Print)
Why Supreme Court removed its own deadline (Scroll)
No Gen Z uprising in India (RT)
No water in Tehran (JP)
No Zionists in Universities (TOI)
Pakistan-The military takes all (ORF)
Pakistan searches for new Afghan proxies (New Lines)
Death Sentence for Sheikh Hasina (Crisis)
Iraq’s Zombie elections (MEM)
America’s first war was against Islam (WSA)
Colonial Hangover (Hill Post)
The Nuremberg & Tokyo trials (Engelsberg)
Book Review: The Everlasting Empire (PSmith)
Source: Mint
Source: Wall Street Journal
Some stuff I am reading today morning:
Reliance stops import of Russian crude (BS)
India Maritime Week 2025 (BI)
President Trump attacks the FED Chairman (WB)
$900 Billion swing in Nvidia market cap (Kobeissi)
The AI picture of revenue recognition fraud (Michael Burry)
Micro Dramas take off in India (CNBC)
When 1 fraud raised Qs on 15 cos (Nine One Capital)
AI eats the world (Ben Evans)
Investors: Don’t fall in the China trap (DR)
The rise of Crypto Treasuries (Coin Desk)