Ankur Gupta

I go one sector deep at a time — Indian defence, space, entertainment, and the US AI-capex build-out. I visit the businesses and do the scuttlebutt myself. Free notes weekly, deep-dives monthly.

Launched 4 months ago

The Indian Space Sector: A watchlist of companies to study

The follow-up to last week's deep-dive. I took the prominent companies, both public and private, and turned them into a prioritized watchlist.

AI Companies in the US Market

The Companies Behind the AI Supply Chain

May 15•Ankur Gupta

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Understanding the AI Capex Money Flow - Part 1

May 9•Ankur Gupta

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Indian Defense Electronics Sector

HBL Engineering - The Indian Battery Company That Quietly Became a Railway & Defense Powerhouse

Apr 17•Ankur Gupta

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Indian Energy Sector

India is going to have a Power Bottleneck. I think NTPC can solve that problem.

May 9•Ankur Gupta

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Indian Space Sector

The Indian Space Sector: A watchlist of companies to study

Jun 20•Ankur Gupta

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Indian Entertainment Sector

Indian Entertainment Sector - The Ultimate Deep-Dive

Jun 13•Ankur Gupta

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Indian General Market Analysis

The Iran-war is increasing Indian data-center demand, but I'm not investing

Apr 8•Ankur Gupta

Using AI to Become a Better Investor

What ‘Using AI’ actually means - Building your own small team of specialized AI-Analysts

May 18•Ankur Gupta

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