EQ Saturday Sapience #157

Equity Intelligence 7th February 2026

Quote for the Week 

“To my mind, the so-called growth-stock investor — or the average security analyst for that matter — has no idea of how much to pay for a growth stock, how many stocks to buy to obtain the desired return, or how their prices will behave.” —Benjamin Graham

 

Picture for the Week 

 

Podcast for the Week 

Conversation with Elon Musk – "In 36 months, the cheapest place to put AI will be space”… Watch more

 

Articles for the Week 

Why Anthropic’s Claude Cowork plugins rattled IT, SaaS stocks... IT and SaaS stocks corrected as the market woke up to an imminent reality: AI tools such as Anthropic’s Claude, Palantir’s Hivemind, OpenAI’s Operator, and Google’s Mariner are set to disrupt how businesses use software and outsource technical operations… Read more

Tata’s Outsider CEO Battles Multiple Crises After Bad Year... Natarajan Chandrasekaran’s legacy will shape India’s appetite for professional management in a country still devoted to dynasties. Chandra has the support of the Tata Trusts, but is working on multiple high-stakes bets, including bringing Air India into the black, stabilizing the car business, and delivering on India's first homegrown semiconductor chips, before his second term expires… Read more

China’s genius plan to win the AI race is already paying off... A network of ultra-competitive high-school talent streams has been turning out the leading lights of science and tech. Tens of thousands of these graduates are genius-class students, taken out of regular classes for an intense period of study between the ages of 16-18. While others swot for China’s feared college admissions exams, the gaokao, those on the genius path have the chance to bypass that fate altogether, bagging places at top universities before they are out of high school, depending on their results in starry international competitions… Read more

 

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