Pradeep Chhetri

|| Industrial Engineer ||
Interested in Finance, Economics, Data, Mathematics and Technology.

[Pradeep Chhetri @darp23]

GOOGL Q2 2026 Earnings Release:

Alphabet posted net revenue increase of 24% YoY to $119.8Bn , reflecting strong performance across business.

Google Cloud saw a meaningful acceleration as revenue increased 82% YoY to $24.8Bn .

Other income reflected a net gain of $98.0Bn .

[Pradeep Chhetri @darp23]

This phenomena signals a clear shift from internally funded growth to a more leveraged, capital markets-dependent model to sustain this front-loaded AI investment cycle.

[Pradeep Chhetri @darp23]

Hyperscaler CapEx is accelerating sharply, with Amazon, Microsoft, Google, and Meta Platforms on track to spend ~$650–700B in 2026.

This surge is being driven by the AI infrastructure race, where the bulk of investment is flowing into GPUs, data centers, and compute capacity.

[Pradeep Chhetri @darp23]

While strong operating cash flows and large cash reserves remain the primary funding source, they are no longer sufficient to fully absorb the pace of expansion.

Hyperscalers are increasingly turning to corporate bond markets/strategic financing partnerships to bridge the gap.

[Pradeep Chhetri @darp23]

As S&P500 has reached all time highs briefly surpassing the 7000 levels, investors seem to prioritise corporate fundamentals and optimistic future projections.

[Pradeep Chhetri @darp23]

March’s inflation data showed a significant uptick, with CPI rising 3.3% YoY, up from 2.4% in February.

The rise was driven by a massive spike in energy costs following the tensions in Middle East.

Whether we like it or not, “Higher for Longer” is here to stay.

[Pradeep Chhetri @darp23]

US Nonfarm Payrolls increased by 178,000 in March 2026, primarily driven by healthcare jobs (+54,000) and construction (+26,000).

Growth Drivers:
1. Healthcare: Labor Recoveries, Long-term Demographic Shifts
2. Construction: Data Center Construction

[Pradeep Chhetri @darp23]

Congratulations and best wishes to Prime Minister Balendra Shah.

[Pradeep Chhetri @darp23]

#What_about_Nepal

- Opinions change with time. Lets explore the change.

- A lot of topics to discuss, which will be introduced gradually moving forward.

[Pradeep Chhetri @darp23]

This will free up billions that banks had to set aside as capital.

Excited to see the impact of this easing in annual stress test results.

Relaxed regulations might be a breather for banks, but the banks need to be equally aware of macro-economic and geo-political risks.

[Cointelegraph @Cointelegraph]

🇺🇸 UPDATE: The Federal Reserve will ease capital requirements for major banks, says Vice Chair Michelle Bowman .

[Pradeep Chhetri @darp23]

Default rates for software companies could surge. Direct lenders that financed software companies are exposed to AI’s impact.

[Bloomberg @business]

Marathon Asset Management Chair and CEO Bruce Richards explains why he thinks highly-leveraged software default rates could surge 15% alongside the #BloombergInvest conference in New York https://t.co/NMWReTI9f0

[Pradeep Chhetri @darp23]

5. We are moving into the election on 5th March in Nepal to select new Members of Parliament (MPs).

Among many, major tasks of MPs are to make laws, represent constituency and elect/monitor government.

I would love to see Balen, Gagan and other capable candidates as new MPs.

[Pradeep Chhetri @darp23]

AI adoption is the buzzword in the entire industry,with massive investments poured into AI Infrastructure,Research and Product Development.

New products releases,improved efficiency,and reduced human involvement.

As such,new jobs will also be created. Don’t predict, position.

[Pradeep Chhetri @darp23]

ChatGPT is revolutionary. The results of the use cases are amazing. I am excited to see what it has to offer.

[Pradeep Chhetri @darp23]

OpenAI optimized for speed.
Google optimized for scale.
Anthropic optimized for safety and enterprise trust.

Different philosophies lead to very different futures.

Which one wins long-term?
#Anthropic #AIPhilosophy #GenAI #FutureOfAI

[Pradeep Chhetri @darp23]

#Advice_from_professionals
I have attended many events and webinars where I listen to leaders. Here I will try to list down advices from leaders in the industry.

1. Always respond timely. A simple acknowledgment, even if unable to have a full conversation, can make a difference.

[Pradeep Chhetri @darp23]

19. Keep up with trend, and try to spot the pattern in momentum. Follow the mark.

[Pradeep Chhetri @darp23]

Experiences
1. Sudden darkness brings forth reality.

[Pradeep Chhetri @darp23]

2.2 Maravanthe Beach, Murdeshwar temple, Working from the cab, Kodu Beach, Fine Dining, Keshavantheswara Temple, Sri Mookambika Temple, Meal at Machli and finally back to Bangalore.

[Pradeep Chhetri @darp23]

#Journey
1. For relocation arrangements, my new company provided me accommodation for 15 days. My routine was a bit different here, in contrast to prior experience. Since starting my career, life had mostly been fast-paced. Here, I experienced how slow living feels like.

[Pradeep Chhetri @darp23]

2.2 Had plans to visit Udupi this Dashain. Boarded a 1+2 sleeper bus from Bangalore, reached Udupi by morning, where we had a car rented for next two days. Morning sunshine, coconut trees, waves in ocean, Fishboat, Seawalk, Island by ocean, well built Air-BnB, South Indian Thali.

[Pradeep Chhetri @darp23]

2.1

वर्षमा दिनमा लै लै, हर्षका दिन यी लै लै !!
Once in a year, Dashain is a moment of joy and celebration.

अर्काको देशमा लै लै, सम्झना आको नि मैलाई
सयपत्री फलेको आँगन, रातो अक्षता जमरा लगाई !!
Those away from home in foreign land, reminiscing Marigold in yard,Tika and Jamara.

[Pradeep Chhetri @darp23]

2. Due to project deadline constraints, I dropped the plan going home for Dashain this year. Later, I celebrated Dashain at my high school friend’s place. Put on tika, had meal and was listening to Nepali songs on YouTube. Sugam Pokhrel’s Dashain song really hit hard.

[Pradeep Chhetri @darp23]

18. If you sow seed today, then only you can expect fruit in the future. Also, sowing seed only won’t work, you need to provide the plant enough sunlight, water and protect it against threats.