Here is what I'm seeing:- 1) People are losing jobs at record pace 2) Economy (minus AI)= negative 3) Governments struggling to deal with real inflation and cost of living 4) General junta leveraged on consumption loans at record levels 5) Evaporation of savings 6) Unreal
@akshat_world
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Investment Viewpoint on Artificial Intelligence Discussion
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I had discussed investment viewpoint on AI:
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AI Bubble Won’t Pop: US-China Spending War Continues
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If you are waiting for the AI bubble to pop, you might have to wait more after NVIDIA's results. China and US are in a spending war when it comes to establishing AI dominance. If you don't get this simple point as an investor, you are missing out on a huge opportunity. Of
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The World as a Giant Casino: Paradoxes in AI, Finance, and Banking
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Honestly, the world feels like one giant casino 1) AI screwing over people's jobs. With the hope that people one day will have jobs to buy AI products. 2) NBFCs are eating into the market share of Indian Banks. While the banks finance NBFCs. 3) Banks eating into customers
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Michael Burry’s Returns vs S&P 500 and Put Options Strategy
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Between 2013 and 2024, Michael Burry’s Scion Asset Management delivered approximately a 250% total return, while the S&P 500 delivered around a 312% total return over the same period. Recently he did not "short" 1Bn$ of NVIDIA + Palantir. He basically bought Put option on these
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India’s Economic Growth Paradox: Why Export-Led Model Matters
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We can keep on harping 5Tr Economy, 45Tr Economy and whatnot. But at the same time: keep seeing job loss, the world kicking Indians out and absolute erosion of wealth from India. You know why this is happening? Because we don't have an export led growth model. Indian IT
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Positive Reinforcement: Monkeys and Credit Card Users
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Monkeys and credit card users are trained using the exact same psychology. It is called: positive reinforcement. It means– "you basically reward desired behaviors with preferred food or praise to teach complex tasks through small, manageable steps". For monkeys it is banana.
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AI Stock Giants Face Valuation Challenges After Market Recovery
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As a stock investor, you will NOW have a very hard time buying NVIDIA, AMD / any top foundational AI firm. Back when Trump announced the tariff war: M7 stocks lost 2Tr$ (trillion!!) in market cap within a few days. Fast forward 5 months, M7 stocks have recovered their market
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AI Investment Risk: 25% CAGR Growth with Binary Outcomes
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AI is growing at 25%+ CAGR
Generational wealth is being built in AI. If you invest in AI firms in 2025: you will either build massive wealth or you will wipe out 90% of your capital. Many are comparing the current AI revolution (2025) to DotCom bubble (early 2000s) – VCs -
Trump’s Anti-Immigration Policy Impact on Indian Students and Workers
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Donald Trump tells: Google, Microsoft and others to focus on hiring Americans. And, indicated that they should NOT hire Indians. If you are an Indian student, eying to study in the US: times are going to be tough. AI is eating jobs in general. But, first it will eat jobs that