RICHARD PRATI
RICHARD PRATIIndependent, high-signal analysis on ALMU and other select special situations across technology, biotech, energy, and asymmetric investments.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | pratimanagement.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Next Bottleneck in AI (Part 4): The First Cracks
When This Shows Up in Earnings — and How to Position Before It Does
The Next Bottleneck in AI (Part 3): The Winners and Losers of the Optical Stack
Why Most “Optics Leaders” Won’t Survive Scale — and Where Real Money Gets Made
The Next Bottleneck in AI Part 2: Where the Physical Layer Breaks (And Who Wins)
From Datacenter Optics to LiDAR — The Same Orchestration Problem Is Emerging Across the Stack
Why Photonics Scaling Is an Orchestration Challenge — Not a Capacity Crunch
As AI clusters scale to tens or hundreds of thousands of accelerators, the bottleneck is shifting from compute to moving data efficiently across the system.
Authors
The writers behind this newsletter.
40 years of experience in equity analysis & investment, 20 years on Wall Street, CEO & Co-founder, American Technology Research, Inc., Public & Private Equity. Vanderbilt, BS Economics. MBA - U Rochester. https://www.linkedin.com/in/richardprati/
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