UncoverAlpha
UncoverAlphaDeep 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 | 48 | Subscribers | Read | uncoveralpha.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q3 2025 Channel checks & other alternative data: AWS, Azure, GCP, Meta, OpenAI, Anthropic
Posting some of my expectations for the upcoming Big Tech earnings and what some of the alternative data reports are saying. The focus of this report is Microsoft, Amazon, Google, and Meta, along with some interesting data on OpenAI and Ant...
Too Much AI, Too Soon
I decided to share some thoughts about the current state of the market regarding AI.
AI compute: Nvidia’s Grip and AMD’s Chance
Hey everyone,
Meta’s AI Ambitions: What’s Really Going On
I focus on two areas: first, why Meta is building its superintelligence group and who these individuals are, and second, what AI does for Meta in terms of current and future revenue and profit opportunities.
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Authors
The writers behind this newsletter.
Tech investor, CIO, and former CEO & co-founder of an AI startup (sold to a public software company).
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