Alpha Ideas

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)

Some stuff I am reading today morning:

NGT nod for 80,000 Cr Nicobar project (BW)

Macron in India (FE)

3 Land Deals, 3 Disclosure Styles (ML)

Silver prices under pressure (DH)

Oil bears are underestimating geopolitical risk (OP)

China’s Tech shock (CNBC)

Application software faces existential threat from AI (Yahoo)

Sell Side Research: Engineers India (IDirect)

AI could become a Macro problem (Alpha Seek)

The real financial cost of childhood trauma (AP)