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 | 185 | Founded | 3 years ago | Last Issue | 19 days ago |
| Active | |||||
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amritaroy.substack.comLatest Issues
Neoclouds Earnings: The SpaceX Formula
Earnings Reviews & Our Updated Gameplan
We remained bullish on neoclouds despite the fierce battle between the bears and the bulls in 2026. Our pragmatic approach to investing also helped us navigate the intense volatile swings seen over t...
Semi’s Q2 Winners: Light
Earnings Reviews & Our Updated Gameplan
Join us! We help hundreds of investors navigate the rapidly evolving AI innovation landscape, identify rock-solid businesses with strong growth trajectories & operational grit, and deliver proven alp...
Why Some SaaS Stocks Keep Winning
ER: PLTR, AXON, NET, APP, DDOG and more…
This week saw one of the biggest comebacks by software stocks, with Palantir, Twilio, Atlassian, and Zeta jumping on strong earnings, backing up our bullish call for the software industry we made in...
AI Passed The First Test
Earnings from Hypercalers, $CLS, $MXL, and charts!
We’re thrilled with Amazon’s Q2 ER, since we made it our largest holding in the TPO Portfolio. Amazon’s 17% gain more than offset the 6.5% decline in Meta, which happens to be our second l...
Our New #1 AI Power Stock
We’re doubling down on this - a deep dive.
At The Pragmatic Optimist, we believe that investment portfolios focusing on AI themes should mandatorily require agile & dynamic portfolio allocation strategies to accurately capture the rapid pa...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Pragmatic Optimist.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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