Why Akshat Shrivastava Is Buying Stocks Before the Bull Run

TL;DR

A valuation correction in the Indian market has already bottomed out, making it a good time to buy rather than hold large amounts of cash. Nifty50 is expected to break into a new upward channel, and the US NASDAQ correction is unlikely to exceed 30% because the Trump tariff uncertainty is mostly resolved.

Transcript

Hi everyone, welcome to today's video. So I believe that in the markets right now, this is a great buying opportunity for the next bull run. Both Indian markets and the US market seems to be good from a buying level point of view. I will help you understand my logic. That's the first thing that I'll do on this video. And second key thing that I'm g... Read More

Key Insights

• The Indian market's gradual decline was a valuation correction that has already bottomed out, so a break above the current channel would mark the start of a new bull run rather than further downside.
• The speaker is 100% invested in the Indian market expecting a bull run, and roughly 55-60% invested in the US market, still building that portfolio.
• The NASDAQ (QQQM) correction is a parabolic fall driven by uncertainty, but the speaker bets it will not exceed 30%, unlike the 34% correction seen in 2021-2022.
• The Trump tariff uncertainty is mostly resolved because the US has isolated China, stating it is only fighting China, and relaxed rules on Chinese-origin electronics, removing the main source of market fear.
• Google is not on a slippery path despite AI competition, because roughly 60% of its revenue comes from search, which includes ads across Gmail, Google Maps, and Google Docs, and its overall revenues are still increasing year over year.
• Google has already fought and survived an advertising revenue war against Amazon between 2021 and 2024 without a decline in business performance, so the current AI competition is not its first such battle.
• Google corrected roughly 32% from its peak, letting investors buy the company at a significant discount, though the speaker stresses this is analysis, not a buy recommendation.
• M7 stocks carry a lot of volatility with frequent dips, so timing entry points matters, and Nifty IT has corrected roughly 33% but carries a mismatch problem between the index and the ETFs people actually buy.

Questions & Answers

Q: Why does Akshat Shrivastava think markets are a good buying opportunity now?

He believes a valuation correction has already happened and the markets have bottomed out, both in India and the US. In the Indian market, Nifty50 experienced a gradual decline that corrected an overvaluation, and he expects it to break into a new channel and start a bull run. He argues it is a good time to buy and not to hold crazy amounts of cash, presenting this as sensible analysis that news channels, focused on sensationalizing, will not tell viewers.

Q: How much is Akshat Shrivastava invested in the Indian versus US markets?

He states he is 100% invested in the Indian market, meaning whatever money he had to invest is fully deployed there, and he is expecting a bull run. In the US market, he is roughly 55 to 60% done, still in the process of building a big portfolio. He mentions his US-based stock investing community has generated roughly 12-13% alpha so far and that he details his daily activity there.

Q: Why does he believe the NASDAQ correction will not exceed 30%?

He argues the parabolic fall on NASDAQ (QQQM) is driven by uncertainty, primarily the Trump tariff issue, which he says is mostly resolved. The US has isolated China, categorically stating it is only fighting against China and not the whole world, and has given some relaxation on Chinese-origin electronics. Once this uncertainty is corrected, he expects the markets to rally, unlike the deeper 34% correction seen in 2021-2022.

Q: Is Google a dying business because of AI tools like ChatGPT and Perplexity?

No, according to the speaker, the view that Google is dead because people use Perplexity, ChatGPT, or Grok instead of Google search is a superficial understanding. Roughly 60% of Google's revenue comes from search, which is not just Google search but a suite of services including email, Google Maps, and Google Docs where ads are shown. Google's overall revenues are still increasing year over year, so it is not on a slippery path.

Q: How has Google handled advertising competition before the AI era?

The speaker points out Google already fought a major advertising revenue war against Amazon, whose ad revenue grew at one of the fastest rates and took market share primarily from Google. This escalation started in 2021, and between 2021 and 2024 Google fought this war without any decline in business performance. He uses this to argue the current AI competition is not the first time Google has defended its ad revenue and survived.

Q: What is the concern with buying Nifty IT through ETFs?

Nifty IT has corrected by roughly 33%, similar to Google, which might make it seem like a good buy. However, the speaker highlights a mismatch he has witnessed in the Indian market between the Nifty IT index and the ETF investors actually buy. Index and ETF are supposed to track together, but he has personally observed, including within his community where people buy ETFs, that this alignment does not always hold, calling it a topic in itself.

Q: What does Akshat Shrivastava say about timing purchases of M7 stocks?

He explains that out of the Magnificent 7 (M7), there are multiple good stocks and almost all are good companies, not bad ones. The key is understanding the right time to buy because M7 stocks carry a lot of volatility with frequent dips, such as the repeated dips seen on Google. Because of this volatility, aggregating positions or picking the right entry time makes sense, and he says he communicates exactly when to add positions within his community.

Q: Is this video an investment recommendation to buy specific stocks?

No, the speaker repeatedly clarifies this is not a buy-and-sell video or a recommendation to go and buy stocks. He asks viewers to watch it from an analysis point of view, stating he is only providing adequate information so viewers can design their portfolios accordingly. He stresses that whether to buy or not is the viewer's own goal and encourages doing your own analysis rather than acting on random comments, and the description repeats that it is not investment advice.

Summary & Key Takeaways

• The speaker believes current markets offer a great buying opportunity for the next bull run in both India and the US. He is fully invested in the Indian market and about 55-60% invested in the US, framing everything as analysis rather than a buy-or-sell recommendation for viewers.

• In the Indian market, Nifty50's gradual decline was a valuation correction that has bottomed out, and he bets it will break into a new upward channel to start a bull run. The US NASDAQ parabolic fall is unlikely to exceed 30% because Trump tariff uncertainty is mostly resolved.

• On specific stocks, Google corrected roughly 32% but remains strong since 60% of revenue is search-based and revenues keep rising; it already beat Amazon in an ad war from 2021-2024. Nifty IT corrected roughly 33% but has an index-versus-ETF mismatch problem.