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 | Daily |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 8 months ago | Last Issue | 3 days ago |
| Active | |||||
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vinays.substack.comLatest Issues
The $500 Billion Question
Is the AI capex boom rational, and how much AI revenue must ultimately exist?
Every capital cycle gets asked the same question, and never at the beginning. Railways, fibre, shale and now AI compute all followed one sequence: a genuine brea...
Why Microsoft and Amazon went up while Google went down - Industry Implications and Winners and Losers
Microsoft’s 15.5% post-earnings gain—its largest one-day move since 2008 and a record increase of roughly $450 billion in market value—was not a normal reaction to an 18% revenue quarter.
Microsoft’s 15.5% post-earnings gain—its largest on...
Native AI Applications - Renting the Brain, Owning the Business - What is defensible?
The bear case on every AI application company fits in one sentence: it’s a wrapper. Someone else built the intelligence, you built a text box, and the moment the lab that built the intelligence decides your category is interesting, you are...
Qualcomm’s Personal-AI Wedge Is Bigger Than the PC
Snapdragon is becoming the silicon layer beneath phones, PCs and glasses—but NVIDIA’s RTX Spark will test whether low-power scale can withstand software gravity.
After attending a recent Qualcomm product event, I was impressed with Qualcom...
The AI Token Economy (22 page presentation) - Real, compounding token demand — but utilization and ROIC, not volume, decide who captures the profit
What if the AI winners aren’t who we think they are?
What if the AI winners aren’t who we think they are? What can we learn from history to help understand future demand trends (we are bullish on demand) and how winners and losers can shif...
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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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