Snapshots That Wow!

Too much of a good thing...

“AI spend declined among the top 1% of businesses spending on AI.

In August, the top 1% of businesses spent $7.2K per employee per month, down 10% from a July peak ($8K).”

Source: Ramp

Petrol khatam nahi honda? Ki gal nahi, kar denge.

First time ever in India, alternative fuel cars (CNG + EV + Hybrid) outsold Petrol cars in August!

Source: FADA, Patterns

Apple saw this page before you

Since September 2025 the factory-gate prices have jumped by 445% for dram and 244% for flash memory, as measured by producer-price indices, which is feeding through to other devices that use these components, such as phones and laptops. In America the consumer-price index for “computer software and accessories” has climbed by 31% over the same period, far outpacing the 2.6% rise in prices overall.

since September 2025: laptop prices have gone up by 20%, PlayStation 5 consoles by more than 30% and USB flash drives by nearly 100%. Only mobile phones have bucked the trend.

Source: Economist

This jhinga fry be sizzling hot!

“Ecuador is now by far top prawn exporter in the world. In 2025, it sold >$8B worth (more than India, Vietnam and Indonesia combined).

Technology helped country rise to the top (especially past 5 years):

▫bred disease-resistant prawns
▫invented automatic shrimp feeders that drop pellets every 3 minutes (a lot of farmers in Asia still canoe out to site and toss bags of pellets)
▫use underwater microphones to hear if prawns are full from feed (based on click-click chewing sounds)
▫growing ponds optimized by pumping oxygen and through special filtration

Tech has improved output. 95% of prawns harvested in Ecuador are alive (vs. 80% in Asia).

Prawn industry now employs 1.6% of the country and is 6% of GDP (for comparison: this is higher contribution than carmaking in Germany).”

Source: Economist

Mere karan arjun aayenge

While no one holds any predictive powers in the markets, typically at 1% of market cap or around 5-6% of their holding is when FIIs have paused their selling in India. With both conditions being met, will we see some respite now?

Source: Bloomberg Intelligence

“Utha le re deva! mujhko nahi, inn dono ko!”

Iranian embassy in Tunisia trolling Trump using Akshay Kumar was not on my any list at anytime.

Source: X