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Alphabet’s Q2 Review: Search Is Still King
And Google Cloud likely clawed back market share in Q2
Jul 24
•
Amrita Roy
and
Uttam Dey
25
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Alphabet’s Q2 Review: Search Is Still King
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Trade Desk’s S&P 500 Inclusion Is Great For Ad Tech
Also, will AppLovin ever achieve S&P 500 glory?
Jul 16
•
Uttam Dey
and
Amrita Roy
28
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Trade Desk’s S&P 500 Inclusion Is Great For Ad Tech
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2
2025 Halftime: AI Trade To Outpace Tariffs & Tensions
Our Quarterly Investor Letter & H2 Outlook
Jul 9
•
Amrita Roy
and
Uttam Dey
33
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2025 Halftime: AI Trade To Outpace Tariffs & Tensions
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June 2025
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
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Cybersecurity’s AI Arms Race Is Heating Up
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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
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Help Shape the Future of The Pragmatic Optimist
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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
•
Uttam Dey
and
Amrita Roy
24
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AI Networking Stole The Show In Q2 - Part 1
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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
•
Uttam Dey
and
Amrita Roy
29
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CoreWeave & Nebius Bet On Nvidia’s GPUs & Won Big
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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
•
Uttam Dey
and
Amrita Roy
16
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Semi Stocks Had Their Biggest Month This Year
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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
•
Amrita Roy
and
Uttam Dey
46
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Launching The Pragmatic Optimist’s AI Stock Rec Tracker
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6
Palantir Q1: The AI Moat No One Understands
Business accelerates amid macro volatility and tougher comps.
May 8
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Amrita Roy
and
Uttam Dey
35
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Palantir Q1: The AI Moat No One Understands
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11
Q1 Update: Hyperscalers Had A Goldilocks Quarter
Our Hyperscaler Pick Of The Year Keeps Winning.
May 5
•
Amrita Roy
and
Uttam Dey
32
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Q1 Update: Hyperscalers Had A Goldilocks Quarter
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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
•
Uttam Dey
and
Amrita Roy
34
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TSMC: A Winner That Takes All, Despite Tariffs
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