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 | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 39 | Founded | 5 months ago | Last Issue | 2 days ago |
| Active | |||||
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vinays.substack.comLatest Issues
Software and AI Weekly - May 15, 2026
Executive Summary
Software remains a stock-picker’s market. Broad technology held up on AI enthusiasm through the week, but the market is no longer treating AI as a uniform lift for software. The current separation is between workflow-co...
Amazon Prime in Space - Globalstar acquisition and industry implications
This was a fun topic for me to write about because one of the first deals I worked on when I started my finance career out of college was the original Globalstar IPO.
This was a fun topic for me to write about because one of the first deal...
Software and AI Weekly - May 9th 2026
Executive Summary
Executive Summary
QCOM Bull Bear - The next Intel or value trap?
When I first started my career on the buyside, Intel and Qualcomm were almost untouchable leaders in their respective markets and we owned both and never lost sleep over them.
When I first started my career on the buyside, Intel and Qualco...
Theme: Are hyperscalers making good returns and are we in a capex bubble? Tech sector and some stock implications.
Executive summary
Executive summary
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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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