The Pragmatic Optimist
Amrita Roy, Uttam DeyI connect the dots in macroeconomics, technology & culture to help you understand the "big picture", build perspectives with clarity, identify great businesses & improve your financial & mental wellbeing to thrive in a better world tomorrow.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Twice weekly | Issues | 93 |
| Subscribers | Read | amritaroy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The One Hyperscaler That Stands Out Among Rising AI Capex Concerns
Assessing each hyperscaler’s price targets based on their AI capex expansion plans.
AMD’s Q4 Review: Data Center Business Hits Scale
New AI GPU chip launch pulled ahead, PC sales momentum building up while questions about inventory levels linger.
The AI Capex Roundup
Insights from Microsoft and Meta's earnings call on capex outlook and how DeepSeek's R1 impact AI spending landscape for cloud providers?
Similar Newsletters
Other publications recommended by the authors of this newsletter.
Authors
The writers behind this newsletter.
Global Citizen| I speak 7 languages| Investor| Compassionate| Optimist| A Nerd who loves to laugh| Macro| Unlocking investment opportunities in the AI value chain and sharing my research
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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