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 | 74 | Founded | 6 years ago | Last Issue | 13 days ago |
| Active | |||||
Read this Newsletter
uncoveralpha.comLatest Issues
Meta just launched its most important product since WhatsApp and Instagram: the Muse AI agent
I cover the business case for Muse Spark and some economics, as well as technical details on how the agent is set up, what this means for Meta’s compute, and my research on the latest sentiment/usage around adoption of Muse Spark 1.3, OpenA...
Meta's AI Infrastructure: Mispriced, Misread, and Massive
I analyzed how big is Meta’s AI data center footprint and how much revenue & profit it could generate. I also shared what moves could change sentiment on the company, and on top of it, I also shared why I believe Meta is right now in a uniq...
Nvidia and the Hyperscalers High Stakes Poker Game
The relationship between Nvidia and the big hyperscalers Amazon, Google, and Microsoft was once very clear and friendly, where one was a supplier and the other three were buyers. I believe that era is clearly over, as each is trying to comm...
Amazon, Google, Microsoft, Meta Q2 earnings: The AI CapEx ROIC is bad thesis is DEAD
For more than a year, the number one pushback I hear from investors on big tech is that the CapEx is out of control, and the returns won’t be there. This was the first earnings season where all four companies directly and, in my view, succe...
Q2 2026 Channel Checks & Alternative Data: Cloud, Ad Tech and Software
I covered the cloud hyperscalers and what I see from aggregating multiple alt providers, and share some of my views on the upcoming earnings. In this report, I also share some data on the ad tech and software sector.
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for UncoverAlpha.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where UncoverAlpha ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 540 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #240 | |
| #123 |
Authors
The writers behind this newsletter.
Tech investor, CIO, and former CEO & co-founder of an AI startup (sold to a public software company).
Social
Frequently Asked Questions
How can I access the email archive for UncoverAlpha?
You can find recent issues that have been published by UncoverAlpha on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does UncoverAlpha have?
To see how many people subscribe to UncoverAlpha, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in UncoverAlpha?
Newsletter advertising can be extremely effective when it's done right. Before you pitch UncoverAlpha as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like UncoverAlpha?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact UncoverAlpha using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to UncoverAlpha?
Scroll up to where it says Related Newsletters to see other publications like UncoverAlpha. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact UncoverAlpha?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.