Analyst Research

[Analyst Research @analystra7]

@bhaskar_mishra @TVMohandasPai @narendramodi @NandanNilekani didn’t they anticipate this disruption? Over the last 10 years, with clear vision of India’s AI needs, why no bold ideas, solutions or propositions?
Why not invest part of those massive dividends/buybacks into product companies building AI? Why are crying now? Sir intent matters.

[Analyst Research @analystra7]

@bookwormengr @TVMohandasPai No matter how much you and I give stats about cost and all, but the problem here is intent, when you can earned dividend smartly then why would you be spending/investing in this stuffs..?? Sir Intent hi nahi hai toh Paisa kitna bhi de do, kaam nahi hone wala hai.

[Analyst Research @analystra7]

@TVMohandasPai Okay Sir! Mirror check: IT firms generated ~₹8.9T cash profits in 10 yrs, returned ₹6.4T+ via dividends/buybacks, reinvested just ₹1.2T in growth. Not capital shortage, but a choice—services model over deep tech/IP bets & risk.
Vertical AI for India’s needs. Intent over execus

[Analyst Research @analystra7]

@arincallsout @ankitatIIMA Well said and it's Hard truth! I am an ex-Infocian and I know this really really sucks, everyone wants to save their jobs only, even senior leaders are least interested in innovation. Only small small achievements are being published on weekly basis on emails, nothing extraordin

[Analyst Research @analystra7]

@JHdgdb54198 @ankitatIIMA Why are you making fun of yourself by posting such non sense comment in Sensible man's post, if you are still living in lalaland then go watch his complete analysis which is factually correct and then comeback with some sensible comment, I'll also participate in your debate then

[Analyst Research @analystra7]

7/7 Bottom line: Volatile tape + historic capital raise = potential inflection point.
Buying the SpaceX story on dips or staying in cash?
How long do you think the AI run lasts?
Reply below 👇
#Investing #Markets2026

[Analyst Research @analystra7]

1/7 Japan & US markets selling off hard 📉
Is this basically prepping cash for the massive SpaceX IPO next week?
AI bubble is still there — and won’t burst till next year.
Rotation from overheated AI into space + xAI infrastructure starting?
#SpaceXIPO #AIBubble #Markets

[Analyst Research @analystra7]

6/7 Verdict on the take:
Timing insight is sharp — big IPO + sell-off coincidence is notable.
But causation is weak. Sell-off driven by hot jobs data & higher yields, not “prepping cash for SpaceX”.
AI bubble likely deflates gradually, not explodes in 2026.
#MarketAnalysis

[Analyst Research @analystra7]

@kuldeepyadav099 @Starboy2079 Very Good Question 👍 But tell me without any proof how can someone claim anything and create a propoganda around it, it's a matter of time SP as a party will not matter anymore in future. If SP wants to raise the issue then they should do the ground work and raise the issues.

[Analyst Research @analystra7]

@herroj3lL0 @ankitatIIMA I don't think people like Ankitji care about followers. High chance of algorithmic suppression on his channel. If Arvind gives predictions, he should correct himself when wrong—else followers get doomed by the time truth emerges.

[Analyst Research @analystra7]

@ankitatIIMA They rejected me outright, saying I was overqualified — they wanted only 1–2 years of experience. Even though the salary was far lower than my current ITES package, I was still ready to take it up. This shows the priorities of such government-backed contractual roles..

[Analyst Research @analystra7]

@ankitatIIMA Here’s my experience with govt organisation:- I recently interviewed for an Innovation Manager role at a government-funded business incubation centre in India. With over 5 years in Finance & AI, I was eager to join and promote innovation & entrepreneurship for the nation but..

[Analyst Research @analystra7]

@theparthrastogi Let AGI come first, till that time everything will be somewhat managed, but when AGI comes only few employe will be required at the project instead of 3 digit headcounts...

[Analyst Research @analystra7]

@NupurCK @ankitatIIMA Indian bosses are good at asking non sense questions and pulling legs.. not good for anything.