The Pragmatic Optimist
Amrita Roy, Uttam DeyThe 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 | 130 | Subscribers | Read | amritaroy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Crypto Miners Pivot To Nvidia’s $4 Trillion TAM
Investing in IREN, Core Scientific & others betting on AI workloads.
Introducing Live Trades By The Pragmatic Optimist
##### At The Pragmatic Optimist, we help hundreds of investors navigate the AI innovation landscape, identify businesses with strong growth trajectories and operational grit, and make long-term investments in the space with proven alpha gen...
Nvidia & Intel’s Ripple Effect On AI Chips
Impacts to Intel, Nvidia, AMD, Taiwan Semi, ASML and other semiconductor heavyweights
Urgent Updates On Micron, Trade Desk & Arista Networks
Addressing Micron’s share surge, Arista’s Investor Day & Trade Desk’s mounting peer pressure updates
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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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