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. For S&P 500, this number is 9-12% For QQQ, this number is 18-20% Want to retire? You know the best Index to put your money. You don't need
@akshat_world
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PPFAS Cash Position Signals Bullish Market Strategy
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PPFAS is sitting on 19% cash. This means that they are already 81% invested. I don't get the hype: how is PPFAS being conservative in this market. And, is NOT deploying heavily. Well they are: being 81% invested means they are bullish on the market. Else they would sit on
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Inflation Crisis: Asset Investment Strategy for Economic Collapse
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Here is what is likely to happen if the world implodes:- (1) We will witness extremely high inflation (what costs 100Rs today, will start costing 150Rs tomorrow) Such things have happened in Venezuela, Sri Lanka etc. Cash is the worst asset to hold. Investing in assets now;
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Indian Policymakers Prioritize Domestic Growth Over Foreign Investment
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Indian policy makers are NOT investors. They don't care if foreign investors stay or leave. Very similar to: they don't care if Foreign Tourists visit India. All they care about are headline numbers: as long as there are – – enough domestic tourists going around; – enough
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Grok video games will be incredible with new AI features
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Grok video games are going to be incredible Kiri (@Kyrannio) Be sure to update your Grok app, the new Imagine 'Quality' mode is absolutely insane. It really responds exceptionally well to specific camera terminology and feels far more stylized. I love it! Amazing work from xAI once more :). Prompt: a gorgeous Kodachrome film still of Santa Barbara, cinematic and hyperrealistic, 2020s, motion blur, anti aliasing, lens distortion — https://nitter.net/Kyrannio/status/2039945898999124427#m
→ View original post on X — @akshat_world, 2026-04-03 08:07 UTC
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Economic Collapse Scenario: IPOs, Software, and Job Losses
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Okay so basically:- 1) IPOs are dead 2) Software is dead 3) AI will take jobs away 4) Open AI will crash 5) Msft will go down with open AI 6) Jobless economy will lead to low consumption 7) Government will distribute too much freebies 8) And, you will be taxed to death due to tariffs Yeah, seems about right 😅
→ View original post on X — @akshat_world, 2026-02-26 13:00 UTC
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M7 Tech Stocks: AI Growth Opportunity Over Next 3-5 Years
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If you are a long-term investor simply buy discounted M7 (TECH) stocks in the US. Why? In the last 10 years:- – US's economy grew at 2.5% – Remainder 493 stocks on S&P 500 grew: 6.5% – M7 aggregate revenue grew at 16.4% This is when the AI story hasn't even kicked in. As we are seeing more applications of AI, we should ask: which firms will benefit from AI? You don't need to be a genius to figure out the answer:- The benefits of AI will flow disproportionately to M7 over the remainder 493 firms in the next 3,5 years. Why? because firms like NVIDIA, Meta, Amazon, Google, Msft control the AI architecture through its own Capex and its peripheral firms. If you got control, you command the most premiums & profits. This has happened with firms like Boeing, Mastercard, Visa, etc in the past. And, will now happen with AI hyper-scalers. This is not just my opinion:- 2026 AI revenue forecast puts M7 growth rate between 17-25%. While the growth forecast for remainder 493 firms on S&P 500 is 8-12%. It is basic common sense to pick these firms right now. If you are getting scared just reading the headlines about AI bubble pop and whatnot. Go look at your phones, applications or LLMs models you use everyday. This will only scale. The investment opportunity you are seeing is staring you right in your face.
→ View original post on X — @akshat_world, 2026-02-21 08:04 UTC
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Portfolio Protection Strategy for 2026 Amid Market Highs
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2026 is the year to "protect" your portfolio:- Gold, S&P 500, Nasdaq, Real Estate: everything is near all time high. (Except Bitcoin). US is likely to follow easy money policy. And, China-US are on a war-path on AI spending. (Everyone knows this). When everything looks
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Amazon Investment in OpenAI: Bullish Signals for Tech Ecosystem
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(1) Amazon likely to invest in OpenAI (2) Bullish for OpenAI. As it partners for another prominent Tech firm. (3) Bullish for Amazon, as it allows them to sell its chips to OpenAI. (4) Bullish (overall) for the AI ecosystem. (5) Unlikely that this would hit: Nvidia, AMD.
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Abu Dhabi Launches Driverless Robo-Taxi Services Global Expansion
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Yesterday, Abu Dhabi launched Driverless Robo-Taxi services. Robo taxis are finding mass adoption even outside the US now. By 2030:- 1) Robo-taxis (or self driving cars) would gain scale 2) Right now a driver can operate (theoretically 12 hours max). A driverless car would