Archive - The Pragmatic Optimist

Introducing Live Trades By The Pragmatic Optimist

Building Our AI Portfolio With You In Real Time

Sep 23 •

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Nvidia & Intel’s Ripple Effect On AI Chips

Impacts to Intel, Nvidia, AMD, Taiwan Semi, ASML and other semiconductor heavyweights

Sep 21 •

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Urgent Updates On Micron, Trade Desk & Arista Networks

Addressing Micron’s share surge, Arista’s Investor Day & Trade Desk’s mounting peer pressure updates

Sep 15 •

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Oracle & Nebius Are Breaking AI Expectations

Plus updates to CoreWeave and a Secret AI Networking Beneficiary

Sep 10 •

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AI Still Pays The Bills For Silicon

Broadcom & Credo vs. AMD, Nvidia & the whole AI Networking Space

Sep 7 •

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Q2 ER Special Report: Semiconductor Giants Show The Way For AI

Nvidia & Marvell ER deep dives. Plus, Broadcom & Credo ER previews.

Sep 2 •

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August 2025

ER Reviews: Software, Cybersecurity & Nvidia’s China Woes

ER reports from Nvidia, MongoDB & Snowflake, CrowdStrike & Okta. Plus, Veeva.

Aug 28 •

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Earnings Preview: Can Software Save Face This Week?

ER Previews for MDB, OKTA, CRWD, VEEV & SNOW

Aug 26 •

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The AI Bubble Is Not Popping. At Least Not Yet.

Nvidia and the pack still have ways to go.

Aug 24 •

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A Special Demo Of Our AI Stock Tracker

Learn to use our Tracker, Conviction Scores & Thesis Monitor to unlock investing alpha.

Aug 21 •

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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

Aug 19 •

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Earnings Previews: Palo Alto Networks & Nvidia

Bonus Updates: Apple, Reddit & Super Micro Computer PT changes

Aug 18 •

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