The Pragmatic Optimist | Amrita Roy

Final ER Previews 2025: XPUs, Cybersecurity & Software

Marvell, Credo, Snowflake & MongoDB, CrowdStrike & Okta, Salesforce

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Our Portfolio Strategy Update Amid Current Weakness

What are we buying this week?

Nov 24 •

Amrita Roy

and

Uttam Dey

Assume An AI Bubble. Here’s Our Portfolio Strategy

And Key Metrics That We Are Watching

Nov 17 •

Amrita Roy

and

Uttam Dey

Big Week For CoreWeave, Nebius, AMD’s, Plus Trade Desk’s ER Review

And what to expect from Monday.com's Q3 ER today.

Nov 10 •

Uttam Dey

and

Amrita Roy

Week #2 ERs: AMD, ALAB & ANET, DUOL & PINS, APP & ZETA

Plus Palantir.

Nov 6 •

Uttam Dey

and

Amrita Roy

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