Archive - The Pragmatic Optimist

June 2025

Cybersecurity’s AI Arms Race Is Heating Up

How CrowdStrike, Zscaler, Cloudflare stack up against one another.

Jun 25 •

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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 •

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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 •

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May 2025

CoreWeave & Nebius Bet On Nvidia’s GPUs & Won Big

But costs for AI Neoclouds are also sky-rocketing.

May 29 •

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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 •

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Launching The Pragmatic Optimist’s AI Stock Rec Tracker

Track all our stock ratings, price targets and performance in one place

May 15 •

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Palantir Q1: The AI Moat No One Understands

Business accelerates amid macro volatility and tougher comps.

May 8 •

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Q1 Update: Hyperscalers Had A Goldilocks Quarter

Our Hyperscaler Pick Of The Year Keeps Winning.

May 5 •

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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 •

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