Arvind Kothari

Love the way @niveshaay office has turned into a war zone for the past six months and added so much to the existing capacity in doing deep dives into capabilities in sectors getting developed in the nation and adding so much new and good talent to enable some world-class research

The memory chip powering your phone is now competing with an AI data center. And the AI data center is winning. Consumer electronics, once commanding 65–80% of memory consumption are being crowded out by AI data centers projected to consume nearly 70% by 2026. The knock-on effect is already here: 📈 Memory prices up 3–4x 💻 PC prices expected to rise 17% 📱 Smartphone prices up 13% 📦 Shipment volumes declining 8–10% And supply isn't helping Samsung, SK Hynix, and Micron control 93% of global production, and they're prioritising AI-linked demand. When leaders like Elon Musk and Tim Cook start talking constraints, you know a structural shift is underway. But disruption creates its own solutions. Refurbished electronics are no longer the budget option; they're becoming the structurally smart one. A parallel economy built on reuse and price efficiency is quietly emerging, and it carries real layers of investor opportunity. Is refurbishment the new default, not the alternative? We explore the full picture in our latest blog : shorturl.at/qz06a @arvind_kothari @KabraGunjan @csvikramsharma @ChandreshMalpa #Investing #Refurbishment #Electronics #Electronicrefurbishment #Memorychip #AI #DRAM #Datacenter #Niveshaay

Strength Meets Opportunity - Aerospace & Defence A Webinar with Our Research Analysts 📅 4th April, 2026 (Saturday) ⏰ 4:00 PM While Airbus and Boeing dominate final assembly, the real value is increasingly shifting beneath the surface, into components, engineering, and precision manufacturing. India is quietly, but decisively, positioning itself at the heart of this transition. Join us as we decode this opportunity: Why Attend? • Understand where value is truly being created and how global supply chain shifts translate into investment opportunities. • See how Niveshaay is positioning itself to capture this evolution. • Gain clarity on how this theme reflects across our equity baskets. 👉Reserve your spot for the webinar- Register here: forms.gle/BtKzLiUrMSyXfu…

Global manufacturing shifts create new market leaders. Aerospace & Defence might be India’s next one. ✈️ Asia has nearly tripled its share in aerospace exports, and India already contributes 10–12% of the global aircraft backlog. With fleet expansion expected at ~12% CAGR and global OEMs diversifying supply chains, India is steadily becoming a precision manufacturing hub. 🌏 Remember, the real money in aerospace isn’t in assembling aircraft. It lies deep in the supply chain: components, avionics, electronics, forgings, machining, and engineering services and this is exactly where India is steadily building its capabilities. Aerospace a long-cycle industry, high entry barriers, and execution-driven, the kind of space where strong companies compound for decades. 📈 We’ve broken down this entire opportunity in our latest blog. 👉niveshaay.com/blog/decoding-… @arvind_kothari @KabraGunjan @csvikramsharma #Aerospace #Defence #EquityResearch #GlobalManufacturing #MakeInIndia #PrecisionEngineering #GlobalTrends

When you have done all the things humanly possible to allign your portfolio for the next phase you just need some grace and blessings to do the job now. At my favourite place, my hometown jaisalmer for seeking the grace, goodluck and goodness

Dekho bhai Jisko bhi diversification karna global, local, etc etc, aaj bhaav acche toh aaj hi karlo phir down market mai beckh ke humari vaat mat lagaya karo😂 Aaj phir mauka diya hai bhagwaan ne 😂😂

Dekho bhai Jisko bhi diversification karna global, local, etc etc, aaj bhaav acche toh aaj hi karlo phir down market mai beckh ke humari vaat mat lagaya karo😂

Day 1 of Bull markets. Have been feeling this since many days though 😅

She always knows how to save the last ₹100. Imagine what she can do with a portfolio.🤩 Investing means different things to different people. This Women’s Day, we asked the women of Niveshaay one simple question “What does investing mean to you?”🤔 From our co-founder to the team driving research, strategy, and relationships, each answer reflects how women are shaping the future of finance. Because great investments start with a greater perspective. Happy Women’s Day.☺️ @arvind_kothari @KabraGunjan @csvikramsharma

This is our pitch to all young and dynamic teams out there to up your office offsites with two of our most remarkable brand investments @my_mokobara and @xyxxcrew.

India AI Summit Day 2 — the money showed up. 1) IT Minister Vaishnaw: $200B in infra commitments, $17B in VC funding. 20,000+ GPUs being added to India's 38,000 base. AI Mission 2.0 previewed. India's clean energy edge 51% of power generation from clean sources. 2) Adani group committed $100B to renewable-powered data centres by 2035. Scaling to 5GW capacity. Google, Microsoft partnerships with the group already live. Expected to prompt another $150B across server manufacturing and sovereign cloud. 3) Everyone's talking about PM Modi wearing Sarvam Kaze, 1st-of-its kind Made-in-India smartglasses. Real-time voice interaction in 10+ Indian languages. Runs entirely on-device. Launching May 2026. India's answer to Meta Ray-Ban, but built for Bharat. 4) Infosys × Anthropic is official. Enterprise solutions using Claude, starting with telecom. Infosys also disclosed AI revenue hit 5.5% of total first public number. 5) Products that stood out: — Gnani.ai's Inya VoiceOS: 5B param model, processes audio directly, no speech-to-text layer — Mastercard: first agentic commerce transaction in India, with Axis Bank, Swiggy, Razorpay — Cohere's TinyAya: 70+ languages, runs offline on laptops, trained on just 64 H100s 6) Day 2 opened to the public. 300,000+ registrations. Every session houseful. The overcrowding isn't a logistics problem - it's a demand signal. This isn't hype. It's a population ready to adopt. 7) Nilekani: Writing code will no longer be the primary job for tech professionals. Vembu: India has the most AI-enthusiastic population in the world. DRDO: We cannot afford to depend on AI models from abroad. 8) Thursday is the main event — Modi + Macron joint session. Pichai, Altman, Amodei, Hassabis, Ambani all speaking. Leaders' Declaration expected. Two days in and this already feels like India's defining tech policy moment. @arvind_kothari @KabraGunjan @csvikramsharma @keshavsureka

🧵 India AI Impact Summit 2026 — Day 1 just wrapped. Here's what actually matters: 1/ The first global AI summit in the Global South kicked off at Bharat Mandapam. 600+ startups, 300+ pavilions, 13 country pavilions. PM Modi inaugurated and toured booths from Sarvam AI, HCLTech, Jio, and dozens of startups. 2/ The big launch: India's sovereign AI models are here. BharatGen unveiled Param2 — 17B parameter, 22 Indian languages, Mixture of Experts architecture. Built by IIT Bombay-led consortium under DST. Not a demo. MahaGPT is already deployed with the Maharashtra government. 3/ Sarvam AI went voice-first — launched Sarvam Vision, Bulbul V3, and Sarvam Arya. Their thesis: India's AI future isn't English-first, it's vernacular-first. Hard to argue with that. 4/ Yotta's CEO teased a big GPU expansion announcement with Nvidia coming in the next couple of days. They've already deployed ~10,000 GPUs. India's compute story is scaling fast. 5/ The hot takes were sharp: — Vinod Khosla: IT/BPO services will "almost completely disappear" in 5 years — HCL's Vineet Nayar: "You must be dreaming if you think AI will generate employment" — Info Edge's Sanjeev Bikhchandani: Learn 10-15 AI tools or fall behind 6/ Global players are betting on India: Anthropic opened its first India office (Bengaluru) — India is #2 market for Claude AMD partnered with TCS on rack-scale AI infra via their "Helios" platform Qualcomm pitched hybrid on-device + cloud AI deployment 7/ The expo floor was packed with real use-cases — precision farming, sign language translation gloves, AI for special needs education, digital safety tools, and Tata's rural women empowerment program. Not slides. Working products. 8/ India's AI play isn't about building the next GPT-5. It's about deploying AI at population scale, in 22 languages, for problems that global models weren't designed for. Day 1 made that very clear. Watching Day 2 closely. #IndiaAISummit2026 #IndiaAI #ArtificialIntelligence #Startups #DeepTech #SovereignAI #Param2

My Banter on the Bullishness of Building in India 🇮🇳 🐂💪😅 It has been difficult to contain my Bullishness off late. I have been running around these days like a kid in a candy shop with the kind of opportunities available.

Niveshaay 2.0 getting ready for betting on India 2.0. The most exciting phase of our journey @niveshaay is underway 🚀

Taking a leaf out of many exceptional promoters over the years to utilize a downturn to create capacity, the Reset and scale up of team @niveshaay done just in time at the cusp of the new bullrun.

You can look very smart by staying out of the market in the year of weakness. But you know what it hardly gives a chance to size your bets. You may chase with craze now to pay whatever premium but will we tough to build a large position