The Pragmatic Optimist
Subscribe
Sign in
Home
Notes
Chat
Archive
About
Latest
Top
Discussions
Cybersecurity’s AI Arms Race Is Heating Up
How CrowdStrike, Zscaler, Cloudflare stack up against one another.
Jun 25
•
Amrita Roy
and
Uttam Dey
35
Share this post
The Pragmatic Optimist
Cybersecurity’s AI Arms Race Is Heating Up
Copy link
Facebook
Email
Notes
More
2
Help Shape the Future of The Pragmatic Optimist
A quick survey to help us create even better content and tools for you. Your voice matters to us.
Jun 12
•
Amrita Roy
and
Uttam Dey
21
Share this post
The Pragmatic Optimist
Help Shape the Future of The Pragmatic Optimist
Copy link
Facebook
Email
Notes
More
AI Networking Stole The Show In Q2 - Part 1
Also, the battle for XPUs is heating up. Plus, our updated price targets for Broadcom, Marvell and Astera Labs
Jun 5
•
Uttam Dey
and
Amrita Roy
21
Share this post
The Pragmatic Optimist
AI Networking Stole The Show In Q2 - Part 1
Copy link
Facebook
Email
Notes
More
May 2025
CoreWeave & Nebius Bet On Nvidia’s GPUs & Won Big
But costs for AI Neoclouds are also sky-rocketing.
May 29
•
Uttam Dey
and
Amrita Roy
29
Share this post
The Pragmatic Optimist
CoreWeave & Nebius Bet On Nvidia’s GPUs & Won Big
Copy link
Facebook
Email
Notes
More
Semi Stocks Had Their Biggest Month This Year
Computex 2025, Saudi Deals, China Trade Hiatus & Nvidia’s Pedal To The Metal (With Updated Price Targets)
May 22
•
Uttam Dey
and
Amrita Roy
16
Share this post
The Pragmatic Optimist
Semi Stocks Had Their Biggest Month This Year
Copy link
Facebook
Email
Notes
More
Launching The Pragmatic Optimist’s AI Stock Rec Tracker
Track all our stock ratings, price targets and performance in one place
May 15
•
Amrita Roy
and
Uttam Dey
45
Share this post
The Pragmatic Optimist
Launching The Pragmatic Optimist’s AI Stock Rec Tracker
Copy link
Facebook
Email
Notes
More
6
Palantir Q1: The AI Moat No One Understands
Business accelerates amid macro volatility and tougher comps.
May 8
•
Amrita Roy
and
Uttam Dey
35
Share this post
The Pragmatic Optimist
Palantir Q1: The AI Moat No One Understands
Copy link
Facebook
Email
Notes
More
11
Q1 Update: Hyperscalers Had A Goldilocks Quarter
Our Hyperscaler Pick Of The Year Keeps Winning.
May 5
•
Amrita Roy
and
Uttam Dey
32
Share this post
The Pragmatic Optimist
Q1 Update: Hyperscalers Had A Goldilocks Quarter
Copy link
Facebook
Email
Notes
More
April 2025
TSMC: A Winner That Takes All, Despite Tariffs
TSMC’s AI growth machine is just getting warmed up. Tariffs & trade wars hardly made a dent.
Apr 21
•
Uttam Dey
and
Amrita Roy
34
Share this post
The Pragmatic Optimist
TSMC: A Winner That Takes All, Despite Tariffs
Copy link
Facebook
Email
Notes
More
ASML’s Q1 Report: A Preview Of Tariff Turbulences Yet To Come
ASML's 2025 sales outlook remains unchanged - for now.
Apr 17
•
Uttam Dey
and
Amrita Roy
34
Share this post
The Pragmatic Optimist
ASML’s Q1 Report: A Preview Of Tariff Turbulences Yet To Come
Copy link
Facebook
Email
Notes
More
Our S&P 500 Updated Outlook for FY25
Think Twice Before Bailing Out On The AI Trade.
Apr 7
•
Amrita Roy
and
Uttam Dey
40
Share this post
The Pragmatic Optimist
Our S&P 500 Updated Outlook for FY25
Copy link
Facebook
Email
Notes
More
7
March 2025
Celestica: The Dark Horse Of AI Infrastructure
Up 4x in 2024, & still enough room for margins to grow and shareholders value to expand.
Mar 25
•
Uttam Dey
and
Amrita Roy
42
Share this post
The Pragmatic Optimist
Celestica: The Dark Horse Of AI Infrastructure
Copy link
Facebook
Email
Notes
More
8
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts