Creator Profile
SOIC
YouTube | Stock
511,000 followers
Visit creator profileReturn Since March 15, 2026
Recent Posts
Latest published research
June 13, 2026
Copper Recycling Boom And Its Real Beneficiaries
The copper recycling industry is experiencing significant growth globally due to a supply-demand mismatch, with demand outpacing production. The Indian government's vision to increase copper recycling to 20% of overall usage by 2031, coupled with policy tailwinds, is driving substantial capital expenditure announcements from various copper recycling companies.
June 11, 2026
The Secret Reason Behind Nifty 50 Underperformance
The Nifty 50 index is underperforming due to its composition, which is heavily weighted towards past winners in sectors like financials, IT, and oil & gas, with limited EPS growth potential. Future growth is expected to come from industries like healthcare, manufacturing, capital goods, and the new-age economy, which are underrepresented in the Nifty 50. The creator suggests investing in market leaders within niche industries outside the index that are growing earnings at over 20% annually.
June 7, 2026
1 AI proof IT Business? | Indegene Ltd
The creator discusses the disruption in the traditional IT services business model due to AI, leading to revenue deflation and derating of IT sector stocks like TCS, Infosys, and Wipro. They differentiate between horizontal IT companies with legacy contracts vulnerable to AI deflation and vertical IT companies, which will be the focus of their analysis.
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Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
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