Dhruva’s Newsletter
Dhruva PandeyInvesting ideas that make money.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 106 | Founded | 6 years ago | Last Issue | 5 days ago |
| Active | |||||
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dhruva.substack.comLatest Issues
Why the “Disaggregation Revolution” is Incredibly Bullish for India’s E2E Networks
For a long time, the biggest bear case against investing in AI infrastructure companies went like this: “GPUs have the shelf-life of a banana.”
Skeptics argued that because NVIDIA drops massive architectural leaps every two years, an expen...
The El Niño Trade: What If The Weather Becomes The Market?
El Niño 2026 is not yet 1877. But if the Pacific, Indian monsoon, and Middle East fertilizer shock all go wrong together, this becomes one of those macro trades where weather quietly walks into your portfolio and starts moving prices.
Not...
Monthly Portfolio Update Time!
What’s Good, Folks?
What’s Good, Folks?
How IKS is planning to triple their EBITDA to ₹3,000 Crores by FY30
How IKS Health is Building the “Windows OS” of US Healthcare 🏥💻
if Rs 3000 Cr revenue company planning to tripple EBITDA to 3000 Cr by F30 you should pay attention.
The Math Isn’t Mathing: Inside JPM’s Leaked “Simple Math” Oil Memo
In my last blog post i timely stated the markets are “Drunk on Hopium” why you should go long on Trump bluff Oil correction at $87. (and timely hedge portfolio by going long nifty PE - this played out too)
In this i will touch upon why Oil...
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The writers behind this newsletter.
Interests includes tech, investing, markets, psychology and chess.
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