EQ Saturday Sapience #174
Equity Intelligence 6th June 2026
Quote for the Week
“The future is never clear; you pay a very high price in the stock market for a cheery consensus.” —Warren Buffett
India's long-term quest for energy independence through the lens of Homi Bhabha's visionary three-stage nuclear power programme – in the Think School Podcast… Watch more
The Coastline: An Overlooked Strategic Asset? China is using the ocean to cool AI data centers, while researchers from IIT Madras are exploring sodium-seawater batteries for energy storage. Both developments hint at a larger shift: coastlines may become hubs for computing, renewable energy and storage—not just trade and transportation. The most valuable resources of tomorrow may be the ones we've overlooked today.… Read more
Can the stock market swallow SpaceX, Anthropic and OpenAI? They promise to be the biggest stock market debuts in history. Together, the three giga-IPOs of SpaceX, Anthropic and OpenAI may add as much as $4trn to the market value of listed American companies in a matter of months.… Read more
Predicting AI job exposure... AI is bound to destroy some jobs and create others. But which ones? Could be an impossible question to answer, an exercise in predicting something that cannot be predicted… Read more
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