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Original headline: If you only own Indian stocks , what are you missing ?
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NVIDIA and AMD both posted record Data Center quarters this summer. NVIDIA reported $96.22B in revenue on August 26, 2026, with Data Center at $89.02B, up 117%, while AMD reported $11.54B on August 4, 2026, with Data Center at $6.72B, up 107%. The article notes NVIDIA sells complete AI systems, while AMD is just launching its first rack-scale rival, Helios, with Anthropic set to deploy up to two gigawatts of MI450 GPUs, though the first gigawatt only begins in the first half of 2027. The author leans toward NVIDIA because AMD has rallied 183.95% year to date and trades near 40x forward earnings, versus about 25x for NVIDIA after a 23.23% gain, and NVIDIA reports again on November 17.
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According to the Federal Reserve's Survey of Consumer Finances, only 56% of Americans participated in the stock market in 2025, down from 58% in 2022, leaving roughly 4 in 10 out of the market. The article notes that the S&P 500 has historically produced average annual returns of around 10% since 1957, while savings account rates have historically stayed under 1%. It illustrates compounding by noting that investing $300 per month over a 35-year career could grow to roughly $1 million at a 10% average return, versus about $220,000 at 3%. The article acknowledges that stocks carry more risk, which it says can be reduced through diversification and long-term investing, and it mentions automated investing tools.
- 44% of Americans are missing out on the best wealth-building tool of all — are you? Here’s how to fix that
According to the Federal Reserve's Survey of Consumer Finances, only 56% of Americans participated in the stock market in 2025, down from 58% in 2022. The article argues that stocks are a powerful wealth-building tool because of compounding: the S&P 500 has historically averaged annual returns of around 10% since 1957, while savings accounts have typically yielded under 1%. For example, investing $300 a month over a 35-year career could grow to roughly $1 million at a 10% average return, versus about $220,000 at 3%. To overcome barriers of money or knowledge, it highlights automated investing app Acorns, which rounds up everyday purchases to the nearest dollar and invests the difference in a diversified ETF portfolio.
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The article argues that the Magnificent Seven together account for more than one-third of the S&P 500's market capitalization, and the author would choose Alphabet as the single stock to own for the next decade. According to the piece, YouTube held a 14.2% share of U.S. daily TV viewing time in July per Nielsen, Waymo was completing 500,000 rides a week, and Google Search made up 53% of Alphabet's revenue. Google Cloud posted second-quarter revenue of $24.8 billion, up 82% year over year. However, Alphabet expects to spend about $200 billion on infrastructure at the midpoint of its plan, free cash flow turned negative in Q2, and the author says investors must be very patient.
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