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)

Some stuff I am reading today morning:

Adani commits $100 Billion to AI Infrastructure (BSE)

Infosys AI Day presentation (BSE)

Adani’s Secret Investments (FT)

Iran partially closes Strait of Hormuz (CNBC)

Theme: 3 Defence Stocks (FE)

Stock Talk: Kwality Walls (Alok Kejriwal)

Is Vertical Software cooked? (Nicolas Bustamante)

Sasha Mirchandani’s 400x return (The Arc)

Henry Ellenbogen’s Alpha (Colossus)

In Search of Profitability (Aswath Damodaran)