The Junior Analyst
Yuvraj JindalWeekly stock pitches and market analysis. Every thesis on the record.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 44 | Founded | 6 months ago | Last Issue | 18 days ago |
| Active | |||||
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yuvrajjindal.substack.comLatest Issues
Is the AI Trade Strong Enough to Beat the Fed?
The piece would lay out:
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The setup — first hike since 2023, October likely, dot plot hawkish, 10-year at 5.18%
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The paradox — why did tech rip to record highs days after a rate hike?
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Your read — the AI capex cycle ($1.3T hy...
Week 20 Recap — The Hike Happened. The Market Shrugged. Monday Was Everything.
Yuvraj Jindal
Sep 25, 2026
The week the market had been dreading for two months came and went last Wednesday. The Fed hiked 25 basis points to 3.75%-4%, the first rate increase since July 2023. The S&P 500 fell 0.1% that week. And then t...
Week 19 Recap — AVGO Confirmed Everything. The Stock Didn't Move. The Fed Hikes Wednesday.
Yuvraj Jindal
Sep 11, 2026
AVGO reported one of the best quarters in semiconductor history on September 2. The stock barely moved. That is the entire story of this week, and I want to address it directly before anything else.
What AVGO...
Four Targets Hit. Four Theses Confirmed. Here Is What Happens Next.
Yuvraj Jindal
Aug 31, 2026
When I launched this portfolio in late April, I set 12-month price targets for every position. The exercise was straightforward: given the thesis, where does this stock trade in a year if the business performs?...
Week 18 Recap — NVDA Delivered, CRM Exploded, and the Fed Threw Cold Water on Everything
Yuvraj Jindal
Aug 28, 2026
This was the most important week this portfolio has had since launch. Two positions reported on the same night. Both beat. The market rewarded one immediately and the Fed tried to take it back two days later....
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