UncoverAlpha
Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||
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uncoveralpha.comLatest Issues
The Market Is Pricing Meta Like It's the AI Loser. Big Mistake.
In this article, I want to walk through why I think the market is making one of its bigger mistakes of this cycle with Meta. The stock is down roughly 24% from its high of $796.25, trading around $602, with a forward P/E of 19x — well below...
Amazon, Google, Microsoft, Meta Q1 earnings: AI profits are here, custom silicon is winning
Hey everyone,
We just got Q1 2026 earnings from Meta, Microsoft, Google, and Amazon, and after spending hours on the calls and the prints, I want to share what I think is the most important takeaway.
I argued that the market was wrong to...
Q1 2026 Channel Checks & Alternative Data: Cloud is on Fire
For this report, I covered cloud providers Google, Microsoft, and Amazon in terms of their cloud business, and some insightful signals on Microsoft Copilot, which is a pressure point for Microsoft.
Left for Dead on AI, Meta and Amazon Are About to Have the Last Laugh
I break down some significant fundamental shifts when it comes to AI efforts from Amazon and Meta, and why I think both are the next two big AI beneficiaries. Based on what we are seeing, both companies are on a path to reaccelerating their...
The Era of Subsidized AI Model Usage is Over, the IPOs are coming
Hey everyone,
The AI industry is approaching an inflection point that will reshape the priorities of AI model companies and the entire space. There are four interconnected themes I want to walk through today, and they all converge on a sin...
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Tech investor, CIO, and former CEO & co-founder of an AI startup (sold to a public software company).
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