The Pragmatic Optimist

The Pragmatic Optimist

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The AI Bubble Is Not Popping. At Least Not Yet.
Nvidia and the pack still have ways to go.
 • 
Uttam Dey
 and 
Amrita Roy
A Special Demo Of Our AI Stock Tracker
Learn to use our Tracker, Conviction Scores & Thesis Monitor to unlock investing alpha.
 • 
Amrita Roy
 and 
Uttam Dey
14:03
Palo Alto Networks Q2: Cybersecurity’s AI Arms Race Is Heating Up (Part 2)
PANW’s 10B Goal, The CYBR Acquisition & Fortinet Being Left Behind
 • 
Uttam Dey
 and 
Amrita Roy
Earnings Previews: Palo Alto Networks & Nvidia
Bonus Updates: Apple, Reddit & Super Micro Computer PT changes
 • 
Uttam Dey
 and 
Amrita Roy
Launching our Thesis Monitor to our AI Stock Rec Tracker
Track the history of our winning calls for your favorite AI stocks.
 • 
Amrita Roy
 and 
Uttam Dey
Q2 ER Special Report 2: Software Slumps, CoreWeave's Q2, Micron’s Surprise
MNDY, TWLO, TEAM, NOW vs. PLTR, CoreWeave, plus Micron!
 • 
Amrita Roy
 and 
Uttam Dey
Q2 ER Special Report: Neoclouds, AdTech, Cloud Stocks & Semiconductors
NBIS vs CRWV, TTD vs. APP, TWLO & TEAM, Plus AMD!
 • 
Amrita Roy
 and 
Uttam Dey
AI Networking Stole The Show In Q2 - Part 2
Astera Labs, Celestica & Arista Networks ER analysis
 • 
Uttam Dey
 and 
Amrita Roy
2
⚠️Important Update: TPO’s AI Stock Rec Tracker & Recent Earnings Reports
Housekeeping, Content plan for the week and update on companies that have reported and will report earnings this week using the AI Stock Rec Tracker as…
 • 
Amrita Roy
 and 
Uttam Dey
Launching Conviction Scores To Our AI Stock Rec Tracker
Drive your portfolio allocation decisions with more confidence with our Conviction Score, alongside our price targets and ratings on the AI Stock Rec…
 • 
Amrita Roy
 and 
Uttam Dey
3

July 2025

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