EQ Saturday Sapience #177
Equity Intelligence 27th June 2026
"You're looking for a mispriced gamble. That's what investing is. And you have to know enough to know whether the gamble is mispriced. That's value investing.” — Charlie Munger
Quantum computing is still early, but the direction is clear: the future of computing may be shaped not only by more transistors, but by new ways of thinking about computation itself. Watch more
China’s EV market is entering a strange new phase: even companies from outside autos — from smartphones to home appliances — now believe they can build cars. The deeper lesson is that when supply chains, software and contract manufacturing mature, industry boundaries begin to blur. Read more
A sharp reflection on Greenspan’s mixed legacy: a market believer who still presided over one of the world’s most powerful monetary monopolies. The piece is a reminder that discretionary power, even in capable hands, can distort risk-taking and weaken market discipline. Read more
Meta’s interest in CRED is less about payments alone and more about owning a deeper financial relationship with India’s affluent digital consumers. In the next phase of Big Tech, attention may be only the entry point; trust, payments and embedded finance are the real prize. Read more
Micron’s surge shows that the AI boom is not only about GPUs and models; memory has become a strategic bottleneck. As high-bandwidth memory demand explodes, the picks-and-shovels of AI are spreading deeper into the semiconductor stack. Read more
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