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 | 63 | Founded | 8 months ago | Last Issue | 5 days ago |
| Active | |||||
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vinays.substack.comLatest Issues
The Case for Buying Bitcoin Today
Bitcoin has a market value of approximately $1.59 trillion, regulated exchange-traded products, institutional custody and broad global recognition.
Bitcoin has a market value of approximately $1.59 trillion, regulated exchange-traded produ...
Enterprise Software After the AI Shock
Why semiconductors still lead, what the latest earnings are telling us, and how to position software and AI portfolios now
Bottom line: Software has rebounded but has still lagged semiconductors by a wide margin. However, there have been s...
Nvidia Just Became a Credit Institution
Why NVDA is using its balance sheet and what dangers are there from history?
On August 10th, Nvidia signed memorandums of understanding with six of the largest pools of private capital on earth to build compute financing platforms targetin...
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...
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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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