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 | 174 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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amritaroy.substack.comLatest Issues
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...
Neoclouds Q1 Update: Next Leg Up
4 neoclouds that are executing on their backlog.
The Neocloud complex have staged a massive comeback after a brutal start to 2026. But the gains are not widespread among all stocks. In today’s post, we update our thesis on the neocloud ind...
Software’s Done With SaaSpocalypse
The Great Derating of software stocks is mostly over.
Software stocks are slowly staging a comeback after a rough start to 2026, as selected companies start to dispel the “AI Eating SaaS” narrative in Q1 with accelerating revenue growth, s...
AMD, ALAB and ANET: Q1 Updates
AI Margins first, AI Growth after
AMD, Astera Labs and Arista Networks reported their Q1earnings after market close yesterday. We had sent a Live Trade Alert out yesterday morning, where we exited our position in Arista Networks 😅, along...
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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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