


Mehul
11.5K posts

@risk_return
Macro guy, interested in equities, finance, geopolitics. Astrology enthusiast and unapologetic Hindu! 🙏







1/ Preview of a speculative hypothesis hormuz > fertilizer shortage > vulnerable food supply chain > food insecurity > existing migratory pressures exacerbated > peripheral country crisis in EU =mkts 📉 unassimilated immigrants + rise of Right > violent clashes in EU =mkts 📉

1/ Our Q1 ‘26 Lux LP letter is about two forces hiding in plain sight: ASYMMETRY + ENTROPY they govern markets, militaries, machines + more the central Q: What did you choose to build and protect—and did you understand what it cost? 🧵

GOOGLE CEO SUNDAR PICHAI SAYS THE NEXT 5 YEARS COULD CREATE MASSIVE WEALTH: According to Pichai, AI is driving the biggest technology shift since the internet — and 2026–2030 may be the window where individuals can still build, invest, and scale before the market becomes dominated by a few giants

@mmpandit Mahadev sir, we can do the same if there is some entity in our house ( told to me by one senior who was predicting what surroundings I have, which was going true while on call and said that some entity is watching me and he/she resides in my house prior to its construction)?



Gavin Baker on why the AI bubble talks might be overblown this time around "I am optimistic that we may avoid a bubble this time. The reason we are going to avoid it is because we have fundamental shortages of watts and wafers." The supply side is so constrained while demand continues to grow exponentially. This is nothing like the dark fiber of the dot com era where build out was happening with the expectation of demand on the other end. The demand is already here. Today. It is happening now in AI.


@mmpandit Wait till the end of year Manishji. Rupee will start appreciating. RBI will not allow it to reach 100. They will intervene.







MIRAN GIVES STRONG ARGUMENTS FOR CUTTING THE FED'S BALANCE SHEET.