1) Roughly 32/500 (6.5%) listed firms in India grew at 15%+ CAGR in USD terms. Picking these 6.5% firms is hard. Incredibly hard. 2) For S&P 500, this number is 9-12% 3) For QQQ, this number is 18-20% Want to retire? You know the best Index to put your money. You don't
@akshat_world
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Building $1M Portfolio Against USD Collapse Predictions
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1) Start of 2025, I built a 1Mn$ portfolio that now stands at 50% plus gains in INR terms. Why did I build it? Because people were too pessimistic about US$/US Collapse whatnot. So I built out a portfolio in front of 1000s of students. Put my own money on the line. And, tried
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India Investment Ban and Government Financial Control Policy
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– Yes, first kill all investment options in India. – Then ban investors from investing abroad. – Then make donations to PM Care funds mandatory All money goes to government, they decide allocation of everything. Na rahega paisa, na rahega investment karne ka jhanjhat
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Indian Fund Managers’ USD De-dollarization Narrative Challenged
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In the last 2 years, top Fund Managers from India relentlessly talked about: Falling USD, de-dollarization, FIIs returning to India. Whatnot! Every podcast, every news channel. Same BS. Every time, someone like me: spoke about the fact– that QQQ (adjusted for INR)
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Attracting Tech Talent Back to India: Policy Solutions
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Imagine if we have to bring people like Sundar Pichai back. What needs to be done? At the very least 3 things:- 1) 0 tax on "highly skilled" people returning to India. 2) Guaranteed social benefits in case of job loss. And, PPP adjusted pay (at the very least) 3)
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NVIDIA Gains 2.15T Market Cap Despite Burry Short Position
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NVIDIA added 2.15Tr$ to its market cap, since Micheal Burry shorted the stock.
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India’s AI Mission: Government vs Hyperscaler Investment Analysis
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The Indian government is spending close to ₹10,372 crore ( or $1.25 billion$) on India's AI Mission. Hyperscalers (like Google, NVIDIA etc) have collectively committed close to 50Bn$. Almost 80-85% of India's AI spending will be done by US Hyper-scalers. AI is the trade of
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Data Center Value Chain and Investment Returns in AI
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Very good explanation. As investors we also need to understand that once the data center is built, who will make the most profits? Profits = eventually decide investment returns. This brings us to the concept of value chain. One who controls the scarcest resources on the
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AI Adoption Could Enable 4-6 Hour Work Days
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People spend roughly 10/hours working 5 days a week. [8 hours at work, 2 hours in traffic; this is the norm across most major cities] As AI gets adopted: governments can reform labour laws. Institute 4-6 hour/work days. Allow people more time with their families. I am not
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AI Spending Not Overspending: Instagram Precedent
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Facebook acquired instagram for 1Bn$. When FB did that, people called it "overspending".
— Akshat Shrivastava (@Akshat_World) 11 avril 2026
1Bn$ looked like a crazy amount in 2012.
Now, Instagram last year brought 84Bn$ of revenues for Meta.
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People will convince you that AI is overspending. Most Indian investors will… https://t.co/r2ebZz9IPuFacebook acquired instagram for 1Bn$. When FB did that, people called it "overspending". 1Bn$ looked like a crazy amount in 2012. Now, Instagram last year brought 84Bn$ of revenues for Meta. **** People will convince you that AI is overspending. Most Indian investors will