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 | 177 | Founded | 3 years ago | Last Issue | 21 days ago |
| Active | |||||
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amritaroy.substack.comLatest Issues
Why This Market Volatility Is A Gift
Our Highest Conviction Stocks: Tech Analysis & Key Levels
As stocks wobble and volatility picks up, we are ready to deploy our 30%+ cash that we diligently raised over the past 2 months for our TPO Portfolio. In this post, we add key techn...
Broadcom Spooked AI’s Euphoria
What Broadcom’s earnings say about AI Networking.
Friday’s sell-off is the exact moment we were waiting for after cautioning our investors over the past month. The AI trade that became overcrowded is finally unwinding, and we are ready to...
Software Inflected. So, What’s Next?
We called the SaaS Inflection. It’s time for an update.
Software is finally inflecting higher 🚀, outperforming the semiconductor complex in May. At The Pragmatic Optimist, we invested in IGV at the start of May and doubled down on our hig...
AXON, CORZ & NEE: Our New Bets
Tactical portfolio plans on our new positions.
Markets are creating new all-time highs 🚀 heading into uncharted territory. We are using these highs to make tactical changes to our TPO portfolio and position our capital for the next few in...
Nvidia’s Q1: Six Key Takeaways
🤑Institutional Shareholders Should Be Happy (Finally)
Nvidia just reported its Q1 FY27 earnings that trounced all expectations. The stock has staged quite a rally since April, up 33% since then, helping the Semiconductor ETF SMH create hi...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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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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