
Sajal Kapoor's Substack Author of 'Framing Business Uncertainty' Twitter @unseenvalue
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Timestamp 17:30 \- LLMs and small-caps, small investors
Anyone with a 6-month horizon in CDMOs and adjacent manufacturing themes, especially those linked to AI, power equipment, and data centre build-outs, should think carefully about booking profits now. Names such as Laurus, Azad, Sansera, Neu...
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Writing about decision-making under uncertainty. Exploring how judgement breaks—and building practical frameworks to improve it across markets and life.
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