SachinVats’s Newsletter on Markets
Sachin SharmaSaying the QUITE part LOUD about DISRUPTION i.e. lost in corporate echelons due to reasons other than shareholder value
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | sachinvats.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
NVIDIA's Reported Rubin Delay: A Strategic Display of Market Responsiveness, Not Weakness
## The Market's Reaction Reveals a Misunderstanding of Competitive Dynamics
Palantir Technologies’ Q2 2025 Earnings: A Masterclass in Growth and Operating Leverage
During the dawn of this #AI age, I wrote an article about Palantir Inc's AIP master stroke, the stock was barely trying to stay above 10$ those days.
SoFi’s Shelf Offering: A Stellar Quarter Marred by a Controversial Capital Raise
On July 29, 2025, SoFi Technologies ($SOFI) announced a shelf offering for potential share dilution, hot on the heels of a nearly flawless quarterly earnings report. The fintech darling has been a standout performer, delivering consistent q...
Authors
The writers behind this newsletter.
Investor | 21+ yrs in Energy Industry | Geophysicist Once Personal Views & Opinions only (No Financial Advice | Do your own DD | Don't fall for SCAMs)
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