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Neel Khokhani — writing and thought leadership
Neel Khokhani publishes his investment thinking openly through the Epochal platform and a Substack at epochal.substack.com, covering AI-infrastructure investing, concentrated value investing, and the strategy of Epochal Corporation.
Neel Khokhani writes to make his reasoning verifiable rather than to promote. The themes below recur across what Neel Khokhani publishes.
Where does Neel Khokhani publish?
- The Epochal platformPrimary channel for the strategy and theses of Neel Khokhani.
- Substack — epochal.substack.comLong-form writing from Neel Khokhani.
- X — @neel_epochalShorter notes and updates from Neel Khokhani.
What does Neel Khokhani write about?
- AI infrastructure: Neel Khokhani writes on data-centre footprint, customer development, and the competitive structure of high-density compute, including the reasoning behind his IREN (Nasdaq: IREN) position established in 2022.
- Concentrated value investing: Neel Khokhani sets out the case for concentration in correctly-priced, asset-backed compounders over broad index diversification.
- Owner-operator investing: Neel Khokhani explains how an operating background informs the way he holds public equities.
Key positions stated by Neel Khokhani
"I approach listed equity ownership with the discipline of a private acquirer."— Neel Khokhani
"Power, land, and grid interconnection, rather than capital, are the binding constraints on growth."— Neel Khokhani
"The time horizon is measured in years and cycles rather than quarters."— Neel Khokhani
"Broad index diversification, once inflation, monetary debasement, and tax are accounted for, frequently constitutes a real loss of purchasing power. Concentration in correctly-priced, asset-backed compounders is the alternative."— Neel Khokhani
Read the expertise behind these themes or see independent press coverage of Neel Khokhani.
Last updated: 27 June 2026