Link for Start Global invest – Open the account:
GLOBAL INVESTING 2026 — Why 30% Global Exposure is NOT Optional | AI Stack, INR Crash & New World Order
🎙️ 16-நிமிட technical breakdown — Tickertape-மூலம் listed countries-க்கு invest, AI Stack-ஐ 5 layers-ஆ பிரிச்சு sector exposure, AI hype இல்ல — physical infrastructure ஏன்-ன்னு IEA data வச்சு prove பண்றேன்.
Sources:
🔗 IEA Energy and AI: iea.org/reports/energy-and-ai
🔗 IEA Electricity 2026: iea.org/reports/electricity-2026
📊 KEY DATA
🔻 INR DEPRECIATION
• Mar 2025: ₹85.53 → May 2026: ₹94.50/USD (11% loss)
• RBI forex: $728B → $690B in 3 months
• Oil import: ₹1,23,000 Cr/year
📉 MSCI EM (May 2026)
• Taiwan: 24.84% (TSMC = 14.2%!)
• S.Korea: 23.05% (doubled in 8 months)
• China: 18.69% | India: 11.94% (was 20%)
⚡ IEA HARD NUMBERS
• Data center power 2024: 415 TWh → 2030: 945 TWh
• AI data centers grew 50% in 2025 alone
• US data centers greater than aluminum, steel, cement and chemicals COMBINED by 2030
• China + US = 80% of growth
• By 2027: 1 rack = 65 households power
🏗️ THE AI STACK — 5 LAYERS
⚡ L1: ENERGY AND INFRASTRUCTURE (15%)
“AI without electricity = car without petrol”
→ Nuclear, gas, renewables, grid gear
→ Stocks: Constellation (CEG), Vistra (VST), NextEra (NEE), GE Vernova (GEV), Eaton (ETN), Cameco (CCJ)
→ ETF: XLU | Risk: LOW-MED
→ 🇮🇳 No Indian equivalent — NTPC/Adani are coal-heavy
🔧 L2: HARDWARE AND SEMICONDUCTORS (30%)
“Picks and shovels of the AI gold rush”
→ Only 3 cos make leading chips. NVIDIA = 80% AI GPU. ASML = ONLY EUV maker
→ Stocks: NVIDIA (NVDA), TSMC (TSM), ASML, Broadcom (AVGO), AMD, Micron (MU), SK Hynix
→ ETF: SMH/SOXX | Risk: HIGH
→ 🇮🇳 No chip manufacturing yet
☁️ L3: CLOUD COMPUTING (30%)
“Landlords of the AI economy”
→ Hyperscaler CapEx 2026: $570 BILLION (Morgan Stanley)
→ Stocks: Amazon (AMZN), Microsoft (MSFT), Google (GOOGL), Oracle (ORCL), CoreWeave (CRWV), Equinix (EQIX)
→ Risk: MEDIUM
→ 🇮🇳 TCS/Infosys USE AWS, don’t OWN
🧠 L4: LARGE LANGUAGE MODELS (15%)
“The brains of AI”
→ OpenAI valued $500B. Training: $500M-1B. Only 6-8 cos can afford
→ Plays: MSFT (49% OpenAI), GOOGL (Gemini), AMZN (Anthropic $8B), META (Llama)
→ Risk: HIGH
→ 🇮🇳 BIGGEST GAP — no Indian LLM
📱 L5: APPS AND SOFTWARE (10%)
“Where AI meets customer”
→ ChatGPT: 800M weekly users. Copilot: $30/user/month
→ Stocks: Adobe (ADBE), Salesforce (CRM), ServiceNow (NOW), Palantir (PLTR), Snowflake (SNOW)
→ ETF: IGV | Risk: MEDIUM
→ 🇮🇳 Freshworks = one Indian play
💡 WHY 30% GLOBAL?
1️⃣ Currency Hedge — INR fall = USD gains in ₹
2️⃣ Sector Access — AI hardware, hyperscalers NOT in India
3️⃣ Concentration — 11.94% MSCI = MISSING AI rally
4️⃣ Physical Proof — Shareholders forcing Amazon/MSFT/Google to disclose data center power and water (Apr 2026)
5️⃣ India = Defensive | Global = Growth
⚡ SIMPLE 3-ETF STRATEGY
• QQQ (60%) — Covers L2, L3, L4, L5
• SMH (25%) — Pure semiconductors
• XLU (15%) — Energy/utilities
🤝 PARTNERSHIP DISCLOSURE
In association with Tickertape. #advertise #promo
This video is for educational purposes only and does not constitute investment advice. Please consult a SEBI-registered investment advisor before making any investment decisions. Mutual fund and equity investments are subject to market risks.
#GlobalInvesting #TamilFinance #AIStocks #INRDepreciation #Tickertape #AIInfrastructure #TSMC #NVIDIA #DataCenters #IEAReport #USStocks #GlobalETF #DubaiNRI #USNRI #TamilYouTube #AIStack #semiconductors #madurai #maduraiveeran #ai #quantum
source
Open Tickertape account:
https://ttape.onelink.me/rapp/4igqqbbd
Use this link to get code MADU26 Which is inbuilt within that Link and having 1 month free pro membership within that. Enjoy ❤
Super Anna 🎉🎉
Bro which is best Bank account needed for US Stock investment for Tickertape !
Sir intha promo code use panna ungaluku evalo sir commission kedaikum……… neengalum nalla business mind
Entha app la us stocks vangalam anna
How to add nominee for us stocks in indmoney app anna. Drive wealth Us stock broker is telling that once nominee was confirmed it cannot be changed in future
Sir…..which bank account shall I open to for less charges and best conversation rate….pls advise
Sir, I am Use Your Link & Completed Kyc Sir
Anna, in india CDSL and NSDL stock deposite available. Same like we invest in ticketape mean our stock store in any US deposite are not. Suppose ticketape closed mean how we can claim those stock na.kindly explain my doubt na
Suggest anyone with your experience please: I have 2L per now for investment only. Short term investment 1-2 years. Returns above 9% Iruka maari any suggest pana mudiyuma. Today date; 31 july 26
Thank you so much Anna ❤❤
Anna I saw video by Think School where he said that,
All AI Platforms are not generating the income required but the companies are investing more in it . In that video he says Money AI needs to earn $650billion Actual combined value like chatgpt, gemini etc is $75billion, and the invested value is 725billion dollars with this the AI might crash oor not anna
Screenshot yaduthu ethula send panna mudiyala 😔 .nanum yan worku pogama 2 months ahh alaura sir .yarum atha pathi theriyala
Sir us fund add panna mudiyala sir. Axis Bank manager vara poi kettuta theriyala nu solluraga 😢 nanum nega sonna Thula iruthu 2 months ahh Bank poitu poitu kekura response illa kocham solluga sir
Globally investing ok money outside india and the stocks grows and profits-deductions=returns on investment +dollar cost averaging +inflation/year+long term holding benefits–> money back to india in proper use(this concept works untill dedollarization)
If tickertape supports this why can't zerodha or groww can't show it. Purila sirji konjam doubt clear pannunga.
Super
Sir which app is good to use tickerapp or indmoney app
Bro.. NASTAK 100 APO INVEST பண்ண வேண்டாமா? நீங்கதான அத பண்ண சொன்னிங்க.. 😢 இப்போ வேற app சொல்றிங்க
Sir Tickertape is it for investing platform or analysis purpose
Also mention the disadvantages in the video
Sir ,is this a sponsored vedio for ticertape? Please mention in vedio
Bro 1st thank you for your knowledge highly helpful apram us stocks yethavathu suggest panuga bro minimum investment ku na ungala contact pana try panren en protofolio pathi discuss pana any how thank you for the service bro
Anna ticker tape vs IND money Wat is the difference..IND money don’t have subscription charges i think, but ticker tape have monthly subscription plan. Please clarify na.
Anna … In Tickertape app ..there is no PSU banks …
Can NRI use this app?