Future Edge -Software and AI Equity Research
Vinay ShahSoftware and AI Research and Consulting Services from a former sell-side and buyside analyst and portfolio manager (Morgan Stanley, Fidelity, Putnam).
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 68 | Founded | 9 months ago | Last Issue | 47 hours ago |
| Active | |||||
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vinays.substack.comLatest Issues
AI Infrastructure Is Becoming a Three-Tier Market
Why hyperscale AI factories will coexist with regional clouds and metropolitan inference — and where the next generation of infrastructure companies can emerge
AI infrastructure is unlikely to converge on one giant-cloud architecture. Trai...
AI Regulation Is the Friend of the Incumbent
The AI industry asked Washington to slow it down. The tape spent Monday working out who pays.
The event
Positioning for a Two-Speed Tech Market
What the 2026 macro regime is doing to technology — and how to build a book around it
Technology is having three different years at once. Semiconductors are up 58% in 2026. Software is down 4%. The S&P 500 sits between them at +12%. Same e...
Qualcomm's Amazon Deal Changes the AI Chip Map
A credible new hyperscale supplier, a stronger buyer, and a $60 billion headline.
A credible new hyperscale supplier, a stronger buyer, and a $60 billion headline.
NVDA Mediatek Investment - Offense and Defense
BOTTOM LINE NVDA’s investment is a strategic attempt to ensure that custom AI accelerators - one of the clearest threats to GPU share - still connect through NVIDIA fabric, networking, memory architecture and rack-scale systems.
BOTTOM LIN...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
25+ years on Wall Street as an analyst and portfolio manager (Morgan Stanley, Fidelity, Putnam)- won stock picking awards as well as #2 ranked analyst by Institutional Investor in the software sector
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