Some stuff I am reading today morning:
AI stocks just lost $5 Trillion (Yahoo)
Iran braces for more war (NY Times)
Maruti hits record monthly sales (NDTV)
GST hits record collections (Rediff)
RCom & Jio (Fortune)
Anthropic’s massive revenue surge (Bloomberg)
Stock Talk: Poojaa Precision Ltd (FE)
Catalysts are overrated (Bireme Capital)
Confidence is about calibration (Ted Lamade)
If it feels good, you are too late (Moon Tower)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet-2026 Edition (AI)
Pabrai’s Performance (AI)
What the FIIs sold (AI)
Waaree: No Closure Disclosure (AI)
Oct 2026 Letter to Investors (Sage One)
Rubio’s Jamnagar move (Oil Price)
For Small Investors (AI)
Average AUM per folio (CM)
AI fatigue hits Korea (NDTV)
Thread: 10 Foods to lose weight (Jonah Hills)
Some off beat reads for the weekend:
Rahul Gandhi’s Muslim Mousetrap (Open)
Global demand for skilled Indians (FP)
Israel in a stalemate (JPost)
Violent crackdown in NW Pakistan (Drop Site)
Makkah Pact’s efforts to pause the Iran War (Arab News)
War with Iran likely (Al Majalla)
America’s least bad option in Iran (RAND)
France’s long history of revolt (Engelsberg)
Bhutto’s Mentor (Dawn)
Thread: The Sindhu-Saraswati civilization (Amish Tripathi)
Thread: Brunei , one country two pieces (IC)
Drive: Spiti in a Thar (Team BHP)
Thread: How to avoid Rabies (Dr AK)
Thread: 10 Foods to lose weight (Jonah Hills)
The Old Man (Tock)
Source: Sage One
