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TYCHE CAPITAL

Carina NebulaNASA, ESA, CSA, STScI

/01

Tyche Capital · Research

Research, out in the open.

What the three of us are reading, modelling and arguing about — published as we go, for everyone with an account.

The MoreYou Know

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/02

Featured insightsinsights

Recent developments in the stock market, insights delivered fresh.

Follow the Equity

The Swoosh Unwound

The M&A Vanguard

Nvidia's acquisition of HuggingFace

Follow the Equity

Adani Total Gas Faces Margin Pressure as Biogas Bet Gains Momentum

Follow the Equity

Who Actually Makes Money?

Dalal Street Goes Global Tyche Capital

Zerodha, Groww, Angel One and Upstox won GIFT City approvals in June 2026 to sell US stocks, and NSE IX already sells slices of US blue chips as depository receipts, as brokers hunt for growth after SEBI's F&O curbs.

Collection
Policy & Markets
Published
3D ago
Read this
/03

Browse by topic

Four shelves. Everything we publish is filed to one of them.

  • IPOThe IPO Pantheon1000123456789 document
  • M&AThe M&A Vanguard2000123456789 documents
  • EquityFollow the Equity
/04

All research

11000012345678900123456789 pieces

Every published piece, newest first. Pieces marked Free open in full; the rest show a preview until you sign in.

  • Russia Out. Iran Blocked. America Holds the Leverage.

    Russia is out. Iran is blocked. So who really benefits? Europe is heading into winter with two major energy routes disrupted, Russian gas largely pushed out, and American LNG increasingly filling the gap. On paper, these are separate geopolitical crises. But put them together and the picture gets far more uncomfortable: Europe’s alternatives are disappearing at exactly the moment Washington has gained new leverage over Russian energy buyers. Is this simply a chain of geopolitical accidents or has America found itself in the perfect position to profit from Europe’s energy squeeze? The report follows the money, the pipelines and the chokepoints to examine who controls Europe’s gas, who pays the price, and who walks away with the leverage.

    Account27 Sept 20268 pages
    Account
    27 Sept 20268 pages
  • Dalal Street Goes Global Tyche Capital

    Zerodha, Groww, Angel One and Upstox won GIFT City approvals in June 2026 to sell US stocks, and NSE IX already sells slices of US blue chips as depository receipts, as brokers hunt for growth after SEBI's F&O curbs.

    Account27 Sept 20267 pages
    Account
    27 Sept 20267 pages
  • 03

    The Swoosh Unwound

    The recent collapse of Nike stock, and its overall decline in the sneakers industry

    Free26 Sept 20267 pages
    Free
    26 Sept 20267 pages
  • 04

    Nvidia's acquisition of HuggingFace

    NVIDIA's $12.93 billion purchase of Hugging Face, the largest deal in its history, and whether owning the place developers choose their models makes open-source AI bigger or narrower.

    Account26 Sept 20267 pages
    Account
    26 Sept 20267 pages
  • The Fed Hikes Interest Rates (Macro Nutrients)

    Account26 Sept 20266 pages
    Account
    26 Sept 20266 pages
  • 06

    Adani Total Gas Faces Margin Pressure as Biogas Bet Gains Momentum

    Adani Total Gas is trying to balance growth with some near-term challenges. While revenue has grown steadily, margins and profits have come under pressure, and debt has increased as the company invests in new projects. At the same time, its growing focus on biogas, EV charging and the new GOBARdhan scheme could open up fresh opportunities for growth. This report looks at the numbers, the challenges and what could shape the company’s future

    Free23 Sept 20267 pages
    Free
    23 Sept 20267 pages
  • 07

    Who Actually Makes Money?

    A writeup on SEBI's FY25-26 Annual Report which dives deep into the profitability of derivatives trading in Indian Markets.

    Account20 Sept 20267 pages
    Account
    20 Sept 20267 pages
  • 08

    The 88 Hour Proof

    The recent breakthrough in the Navier Stokes Equation, and its implications in the AI landscape

    Account14 Sept 20267 pages
    Account
    14 Sept 20267 pages
  • 09

    The Closing Auction Session

    A brief writeup on the recent Closing Auction Session introduced by SEBI

    Account14 Sept 20267 pages
    Account
    14 Sept 20267 pages

Something we should be looking at?

We read everything that comes in. We cannot cover everything, and we will tell you either way rather than leaving it in a queue.

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  • MarketsPolicy & Markets4000123456789 documents