The Pragmatic Optimist is an AI-focused investment research publication, where we help investors successfully navigate the evolving AI innovation landscape, and make long-term investments with proven alpha generating returns.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 182 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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amritaroy.substack.comLatest Issues
AI Passed The First Test
Earnings from Hypercalers, $CLS, $MXL, and charts!
We’re thrilled with Amazon’s Q2 ER, since we made it our largest holding in the TPO Portfolio. Amazon’s 17% gain more than offset the 6.5% decline in Meta, which happens to be our second l...
Our New #1 AI Power Stock
We’re doubling down on this - a deep dive.
At The Pragmatic Optimist, we believe that investment portfolios focusing on AI themes should mandatorily require agile & dynamic portfolio allocation strategies to accurately capture the rapid pa...
We’re Not Wasting AI’s Big Selloff
So, we began buying semis again that we sold at last month's highs.
Last month we called the AI fatigue and this week that fatigue turned to panic as key semi stocks sold off globally. Our portfolio remained unfazed through it all, as we b...
Our Market Outlook For H2 2026
Plus, the TPO Portfolio stays resilient despite surging volatility.
AI fatigue is causing major tech stocks and indices to pull back sharply. Bears are looking to take control of the market as the narrative shifts towards AI inflation. But...
Micron Crash Landed On AI’s Party
🖐️ Takeaways From $MU’s earnings and impacts on the AI ecosystem.
Markets should have jumped on Micron’s Q3 report, but they did not and instead surprisingly sold off. The volatility in these markets can get extremely choppy, making it di...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
The Pragmatic Optimist | Helping thousands of subscribers make long-term investments in AI with proven alpha returns | Winning calls: Celestica, Astera Labs, AppLovin and more | Deep dives, stock ideas and access to the AI Stock Rec Tracker
Uttam is the quintessential data enthusiast with an eye for spotting trends at the intersection of technology & finance. He co-authors The Pragmatic Optimist newsletter
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