Available now! Telegram Research 2025 — the year's key insights 
Great Investments & Pips (Public)
Open in Telegram
Public Channel for Great Investments Programme (alpeshpatel.com/shares) and Pips users from Alpesh Patel
Show more4 455
Subscribers
-424 hours
-47 days
-2830 days
Data loading in progress...
Similar Channels
Tags Cloud
Incoming and Outgoing Mentions
---
---
---
---
---
---
Attracting Subscribers
July '26
July '26
+5
in 0 channels
June '26
+106
in 0 channels
Get PRO
May '26
+99
in 0 channels
Get PRO
April '26
+73
in 0 channels
Get PRO
March '26
+122
in 0 channels
Get PRO
February '26
+674
in 0 channels
Get PRO
January '26
+132
in 0 channels
Get PRO
December '25
+147
in 0 channels
Get PRO
November '25
+163
in 0 channels
Get PRO
October '25
+145
in 0 channels
Get PRO
September '25
+106
in 0 channels
Get PRO
August '25
+97
in 0 channels
Get PRO
July '25
+81
in 0 channels
Get PRO
June '25
+74
in 0 channels
Get PRO
May '25
+109
in 0 channels
Get PRO
April '25
+57
in 0 channels
Get PRO
March '25
+40
in 0 channels
Get PRO
February '25
+56
in 0 channels
Get PRO
January '25
+77
in 0 channels
Get PRO
December '24
+66
in 0 channels
Get PRO
November '24
+57
in 0 channels
Get PRO
October '24
+52
in 0 channels
Get PRO
September '24
+45
in 0 channels
Get PRO
August '24
+70
in 1 channels
Get PRO
July '24
+68
in 0 channels
Get PRO
June '24
+83
in 0 channels
Get PRO
May '24
+125
in 0 channels
Get PRO
April '24
+222
in 0 channels
Get PRO
March '24
+153
in 0 channels
Get PRO
February '24
+147
in 0 channels
Get PRO
January '24
+246
in 0 channels
Get PRO
December '23
+133
in 0 channels
Get PRO
November '23
+78
in 0 channels
Get PRO
October '23
+82
in 0 channels
Get PRO
September '23
+114
in 0 channels
Get PRO
August '23
+190
in 0 channels
Get PRO
July '23
+340
in 0 channels
Get PRO
June '23
+201
in 0 channels
Get PRO
May '23
+338
in 0 channels
Get PRO
April '23
+352
in 0 channels
Get PRO
March '23
+167
in 0 channels
Get PRO
February '23
+377
in 0 channels
Get PRO
January '23
+215
in 0 channels
Get PRO
December '22
+48
in 0 channels
Get PRO
November '22
+44
in 0 channels
Get PRO
October '22
+76
in 0 channels
Get PRO
September '22
+77
in 0 channels
Get PRO
August '22
+96
in 0 channels
Get PRO
July '22
+70
in 0 channels
Get PRO
June '22
+107
in 0 channels
Get PRO
May '22
+68
in 0 channels
Get PRO
April '22
+40
in 0 channels
Get PRO
March '22
+57
in 0 channels
Get PRO
February '22
+73
in 0 channels
Get PRO
January '22
+145
in 0 channels
Get PRO
December '21
+67
in 0 channels
Get PRO
November '21
+60
in 0 channels
Get PRO
October '21
+63
in 0 channels
Get PRO
September '21
+61
in 0 channels
Get PRO
August '21
+83
in 0 channels
Get PRO
July '21
+169
in 0 channels
Get PRO
June '21
+185
in 0 channels
Get PRO
May '21
+51
in 0 channels
Get PRO
April '21
+137
in 0 channels
Get PRO
March '21
+370
in 0 channels
Get PRO
February '21
+281
in 0 channels
Get PRO
January '21
+58
in 0 channels
Get PRO
December '20
+881
in 0 channels
| Date | Subscriber Growth | Mentions | Channels | |
| 01 July | +5 |
Channel Posts
| 2 |  No text... | 321 |
| 3 | https://inews.co.uk/opinion/martin-lewis-money-saving-expert-cost-britons-billions-4356949?ico=in-line_link | 316 |
| 4 | GIP_US_Market_Week_Ahead (2).pdf | 332 |
| 5 |  Luck is opportunity meeting preparation. | 334 |
| 6 | https://www.campaignforamillion.com/post/the-great-pension-handover-why-you-re-carrying-the-risk-while-the-industry-takes-the-reward | 341 |
| 7 |  No text... | 370 |
| 8 | US_Market_Update_CfaM_FINAL.pdf | 354 |
| 9 |  No text... | 483 |
| 10 | https://youtu.be/BQ9V0Tx4DXQ | 484 |
| 11 | https://event.webinarjam.com/6w9nq/register/7r0m3h16 | 510 |
| 12 |  The AI boom has finally encountered an unpleasant and unfamiliar concept: gravity.
For months, investors convinced themselves that every company remotely associated with artificial intelligence would enjoy unlimited growth, unlimited profits and, apparently, unlimited valuations. The narrative was so compelling that traditional financial analysis became an inconvenience. Why examine cash flows when you can simply add "AI" to a presentation deck and watch the share price levitate?
Now reality has arrived carrying a calculator.
Technology shares are falling across the globe. Nasdaq futures are under pressure. South Korea's Kospi has suffered a sharp correction. Samsung and SK Hynix have discovered that shares can travel downwards as well as upwards. Chinese equities have wandered into bear market territory. Even some of the market's most celebrated AI beneficiaries are finding that investors who were happy to suspend disbelief on the way up are becoming remarkably demanding on the way down.
This is not, at least yet, an economic story.
Consumers are not suddenly poorer. Employment has not collapsed. Spending has not disappeared. The world's appetite for buying things remains stubbornly intact.
This is instead a valuation story.
The market is starting to ask a question that should probably have been asked before several trillion dollars of market capitalisation were created:
"Exactly how much profit will all this AI spending generate?"
For years investors worried that companies were underinvesting. Today they are worrying that hyperscalers may be engaged in the largest corporate spending spree since Roman emperors discovered marble. The assumption has been that every dollar spent on AI infrastructure will inevitably generate several dollars of future returns. History suggests that whenever everyone assumes something is inevitable, it rarely is.
Meanwhile, in the Strait of Hormuz, confusion remains the dominant geopolitical commodity. Shipowners reportedly cannot always determine whether they should be listening to Iranian instructions, American instructions, or simply praying for the best. The result is that shipping volumes are normalising with all the speed and confidence of a nervous cat approaching a bathtub.
Markets appear comfortable with this uncertainty because uncertainty has become familiar. Investors are remarkably adaptable. Given enough time they can become relaxed about almost anything, including geopolitical flashpoints through which a substantial portion of the world's oil supply passes.
Back in Britain, the country is preparing for its seventh Prime Minister in a decade.
The market reaction has been one of profound indifference.
This is entirely rational.
Investors understand that changing the person reading the script does not necessarily alter the script itself. Westminster remains obsessed with personalities because personalities generate headlines. Markets remain obsessed with borrowing, taxation, regulation and growth because those determine returns.
The average voter believes Prime Ministers run the economy.
The gilt market knows they mostly inherit it.
The larger lesson from today's market action is that investors are rediscovering the distinction between a great technology and a great investment. The two are not always the same thing.
Railways changed the world and bankrupted investors.
The internet changed the world and bankrupted investors.
Artificial intelligence may well change the world.
That does not mean every AI share price deserves to change the laws of valuation.
(Image: YTD performance) | 629 |
| 13 | https://www.campaignforamillion.com/post/the-great-pension-handover-why-you-re-carrying-the-risk-while-the-industry-takes-the-reward | 562 |
| 14 | https://www.campaignforamillion.com/post/can-i-afford-to-retire-how-to-work-out-your-number | 519 |
| 15 | 🎧 Listen now and decide for yourself: Are you paying for expertise, or just paying fees?
https://creators.spotify.com/pod/profile/alpesh--patel/episodes/Why-Most-Pensions-Fail-to-Grow-And-What-You-Can-Do-About-It-e3l481e | 514 |
| 16 | US Stock Market Update_ Week Ahead.pdf | 631 |
| 17 | US Stock Market Update_ Week Ahead.pdf | 650 |
| 18 | https://www.campaignforamillion.com/post/sipps-explained-how-to-choose-a-self-invested-personal-pension | 677 |
| 19 | https://youtu.be/sBSo8ADGQeQ | 676 |
| 20 | https://www.campaignforamillion.com/post/why-your-pension-is-underperforming-and-how-to-tell | 639 |
