The Junior Analyst
Yuvraj JindalWeekly stock pitches and market analysis. Every thesis on the record.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 41 | Founded | 4 months ago | Last Issue | 7 days ago |
| Active | |||||
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yuvrajjindal.substack.comLatest Issues
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....
Pitch #17: Long CRM — NVDA Sells the Chips. Salesforce Sells the Software Running on Them.
Yuvraj Jindal
Aug 24, 2026
Wednesday night, NVDA reports the most anticipated earnings print of the year. Every hyperscaler, every enterprise, every government is spending on AI infrastructure. The chips that power that infrastructure ru...
Week 17 Recap — Bonds Threatened, Retail Cracked, and Everything Points to Wednesday
Yuvraj Jindal
Aug 22, 2026
This was the hardest week since the AI selloff in June, and it came from a direction I was not fully watching: the bond market.
What happened:
The 30-year Treasury yield hit 5.27% this week, its highest level...
Pitch #17: Long WMT — The Market Is Pricing a Grocer. It's Becoming a Platform.
Yuvraj Jindal
Aug 17, 2026
This portfolio has sixteen positions. Fifteen of them are technology companies or companies directly tied to the AI infrastructure buildout. Today I am adding the seventeenth, and it is none of those things.
W...
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