1 Month Left to Upgrade to Premium and Grab a 50% Lifetime Discount
Lock in $80 annually FOREVER before prices go up on March 15
Last month, we launched The Pragmatic Optimist 2.0, where we laid out our forward vision for the publication in 2025.
From previously covering topics mostly on the macroeconomic environment, we narrowed down our focus to the AI value chain, where our objective is to help readers and investors navigate the evolving innovation landscape, identify rock-solid businesses with strong growth trajectories, and make long-term investments in the space with a high probability of success.
Since then, we have written about how Nvidia gets impacted by the AI chips ban, why AMD may stand to outperform as AI workloads shift towards inference compute, how the AI capex landscape gets influenced by DeepSeek’s R1 model, and which hyperscaler is best positioned to deliver alpha in 2025.
We always ensure that we deliver supreme quality, action-driven research that is jargon-free. Our investment research has been featured in TipRanks’ Top Analysts in Technology, Software, and Internet, and our timely calls have pushed us into the Top 2% of analysts covering Wall Street.
Starting March 15, we will be raising our Annual Subscription price from $80 to $160 a year.
To put things in perspective, that is just 30 days from now.
But till then, you can upgrade to premium for $80 for a lifetime.
That’s a 50% discount off the $160 per year subscription fee.
And this price gets locked in as long as you stay subscribed.
Free vs. Premium: What’s the difference?
As a free member, you’re currently enjoying:
🌐 1 Monday Macro deep dive per quarter
🫣 Sneak peeks of Premium Content, a.k.a. my “2-minute summaries”
But if you upgrade to Premium today, you’ll unlock:
✍️ 9-12 industry research posts per quarter with a focus on relevant stocks in the AI ecosystem
💬 Subscriber chat with live trades and commentary on key events that signal an acceleration/deceleration in the companies’ profit cycles and price targets
📨 Post comments and/or DM us with any questions
📈 Access to The Pragmatic Optimist’s portfolio with “buy,” “hold,” and “trim” points (coming up in H2)
🌐 1 Monday Macro deep dive per quarter
Why should you upgrade?
✅ First, by upgrading to paid, you lock in an annual subscription price of $80 for a lifetime. That is 50% cheaper than the new subscription fee, starting March 15.
✅ Second, you gain access to extensive research (9-12 posts per quarter) that go deep into understanding how different industries and companies fit into the overall AI ecosystem, how their product innovation roadmap impacts their revenue and profit cycles, and how industry crosscurrents can impact their forward valuation and stock prices.
✅Third, we also rank in the Top 2% of over 30,000 analysts that cover Wall Street with a success rate of over 70% and an average of 30% return per rating, as you can see below.
Here’s a glimpse of the price movements in some of my winning stocks throughout the year that include RDDT RDDT 0.00%↑, Palantir PLTR 0.00%↑, Twilio TWLO 0.00%↑, Cloudflare NET 0.00%↑, Atlassian TEAM 0.00%↑, Wix WIX 0.00%↑, Amazon AMZN 0.00%↑, Meta META 0.00%↑, Mondday.com MNDY 0.00%↑ and more.
Meanwhile, some of Uttam’s persistent calls include AppLovin APP 0.00%↑, Arista Networks ANET 0.00%↑, Broadcom AVGO 0.00%↑, Marvell MRVL 0.00%↑, Sound Hound SOUN 0.00%↑ , Celestica CLS 0.00%↑.
✅ And finally, all premium and founding members will be the first to access all the upcoming features and perks of The Pragmatic Optimist (2.0) as we scale. For instance, we will be rolling out our portfolio dashboard in H2, and you will be the first ones to see it.
If you are an individual investor, portfolio manager, industry analyst, or just a plain ol’ AI enthusiast who appreciates honest and intellectually driven AI investment research with minimal fluff and no b.s., we would love to get you onboard as we unlock long-term investment opportunities together in the AI value chain.
Amrita and Uttam
Amrita
i signed up for lifetime subscription last year, is that still good?
How do you have lifetime in substack?