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 | 16 | Founded | 4 years ago | Last Issue | 4 months ago |
| Active | |||||
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sachinvats.substack.comLatest Issues
AI Isn’t Destroying SaaS. It’s Exposing the Weak and Punishing the Lazy
For months, the tech world has been chanting the same mantra:
“AI is killing software.”
“SaaS is finished.”
“Agents will replace everything.”
It sounds revolutionary.
It sounds fearless.
It sounds smart.
It isn’t.
It’s intellect...
GRAB at the Crossroads!
Executive Summary
GRAB operates Southeast Asia’s leading superapp platform across deliveries, mobility, and financial services. Revenue model centers on transaction-based fees and commissions from driver-partners, merchant-partners, an...
Anthropic’s Quiet Masterclass: How Strategy, Not Hype, Is Winning the AI Race
When you ask people what AI assistant they use, the usual suspects dominate: ChatGPT from OpenAI, Gemini by Google, or Perplexity. In India, Airtel users get free Perplexity Pro; Google One bundles Gemini; Twitter Premium includes Grok; eve...
AEHR Stock: Conviction Trade or Volatility Trap?
Since I have been dabbling in AEHR for some time now, it’s time at least I share my basic premise about this stock.
Executive Summary
Aehr Test Systems designs and manufactures advanced semiconductor test and burn-in equipment, primar...
SMCI: The other side of AI trade!
Super Micro Computer! This thing was LITERALLY the AI darling trading at $120+ (post-split adjusted around $1200 pre-split) in March 2024, and now it's scraping the floor at $29! That's like a 75%+ MASSACRE from the highs. Let me break down...
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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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