Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends

Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His strategy targets turbine manufacturers, chip equipment makers, and industrial distributors, alongside defence and aerospace firms like Airbus, and ultra-luxury brands, driven by distinct megatrends.