I 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 | Substack | Pricing | Freemium | Publishes | Twice weekly |
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Issues | 86 | Subscribers | Read | amritaroy.substack.com |
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Nvidia's stock has entered bear market as earnings beat & guidance were lackluster, with uncertainties around Blackwell, AI spending & competition lurking. But does that change its long-term thesis?
Welcome back to the first Monday Macro of August 2024.
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Global Citizen| I speak 7 languages| Startups| Investor| Compassionate| Optimist| Learning & sharing about macroeconomic cycles, disruptive tech & mental frameworks to maintain clarity of thought & find meaning in a noisy yet hopeful world
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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