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UncoverAlpha

Rihard Jarc

Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.

Platform
Substack
PricingFreemiumPublishesMonthly
Issues31SubscribersRead uncoveralpha.com

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#173
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/Finance(Free)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

AI is Revolutionary, but Investors are Getting Ahead of Themselves

I decided to share some short thoughts on the semiconductor space and the AI frenzy that we are witnessing.

5 months ago
33
8

Meta's next growth driver - AI

Hi everyone,

6 months ago
36
6

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Authors

The writers behind this newsletter.

  • Rihard Jarc

    Tech investor, finance writer, CIO.

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