In this briefing: Humanoid Robots Won't Take Your Job, We've Just Decided Not To Give You The Job In The First Place. Primer: Just Dial Ltd (JUST IN) - Nov 2025 APAC Healthcare Weekly (November 9) – Celltrion, Dong-A ST, Hanmi Pharm, Boan Bio, Eisai, Otsuka Pine Labs IPO – Building India’s Digital Checkout Future Pinelabs IPO Review - Another Fintech IPO Exactly 4yrs After Paytm - Can It Buck the Trend? 1. Humanoid Robots Won't Take Your Job, We've Just Decided Not To Give You The Job In The First Place. Jensen Huang claims that the world is running out of workers & there will be a shortage of 50 million workers by the end of the decade. Enter humanoid robots. Elon Musk claims that AI and robots will take all our jobs, working will be optional and we can grow vegetables while he's on his way to becoming a trillionaire Technology and society are rapidly approaching a critical decision point. Jobs for robots or for humans? 2. Primer: Just Dial Ltd (JUST IN) - Nov 2025 Just Dial is a dominant player in India's local search market, boasting a vast database of listings and a strong brand recall built over two decades.

In this briefing: EchoStar Offloads Spectrum to SpaceX—Is This the End of Its Wireless Ambitions? Index Consultation on DATCos Means MORE Selling Likely, and Another Index Questionable Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs Primer: Just Dial Ltd (JUST IN) - Nov 2025 Primer: Shutterstock Inc (SSTK US) - Nov 2025 1. EchoStar Offloads Spectrum to SpaceX—Is This the End of Its Wireless Ambitions? EchoStar’s recently amended agreement to sell its unpaired AWS-3 spectrum licenses to SpaceX for $2.6 billion in SpaceX stock represents a pivotal shift in its operational and strategic trajectory. Building on a previous September deal where EchoStar committed to transferring AWS-4 and H-block licenses to SpaceX for up to $17 billion (half cash, half stock), this new AWS-3 transaction strengthens both firms’ long-term ambitions. For EchoStar, this move not only unlocks immediate financial runway and positions it to operate more flexibly but also furthers its transformation from a spectrum-heavy, capital-intensive business into a leaner, investment-focused entity. 2.

In this briefing: Index Consultation on DATCos Means MORE Selling Likely, and Another Index Questionable Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs Primer: Just Dial Ltd (JUST IN) - Nov 2025 Primer: Shutterstock Inc (SSTK US) - Nov 2025 Primer: Bitfarms (BITF US) - Nov 2025 1. Index Consultation on DATCos Means MORE Selling Likely, and Another Index Questionable In mid-September, global index provider M _ _ _ announced that they were conducting an index consultation on Digital Asset Treasury Cos. I wrote about it here . My recommended short at the time is down 30%, despite announcing a large buyback program. Others have lost significant premium vs underlying digital assets. The same index provider expanded their list of affected names on 29 Oct. And a DIFFERENT Index provider this week added DATCOs to a US Advisory Panel Meeting Agenda Wednesday. 2. Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,500+ insights published on Smartkarma.

In this briefing: Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs Primer: iX Biopharma Ltd (IXBIO SP) - Nov 2025 Vulcan Steel Vulcan Steel Climbing Off Cyclical Lows SkyCity Breaking Its Losing Streak Primer: Just Dial Ltd (JUST IN) - Nov 2025 1. Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,500+ insights published on Smartkarma. In this cut, we revisit memory stocks' stellar year, unpack results from the best pure-play gaming franchise , and spotlight airline stocks poised for lift-off. Want to dig deeper? Comment or message with the themes you’d like to see highlighted next. 2. Primer: iX Biopharma Ltd (IXBIO SP) - Nov 2025 iX Biopharma is a specialty pharmaceutical company centered around its proprietary WaferiX sublingual drug delivery technology, which aims to improve bioavailability and speed of onset for various active compounds. The company remains unprofitable, with consistent net losses and negative operating cash flow over the past three years, highlighting significant cash burn and reliance on external financing for its R&D and operational activities.

While Tech Mahindra rose ahead of earnings, Tata Motors adjusted sharply post demerger.

The local search platform reported a 22.5% decline in net profit, despite modest revenue growth.

Analysts expect a buy-on-dips strategy to remain effective as long as Nifty stays above 25,150.

LG Electronics India is expected to list today. Reports indicate a strong debut with grey market price at nearly ₹400

Stock has fallen 6% in a month and remains in a downtrend, with analysts flagging short-term weakness unless it sustains above ₹850.