Neoclouds Earnings: The SpaceX Formula
Earnings Reviews & Our Updated Gameplan
The Pragmatic Optimist
The Pragmatic Optimist is an AI-focused investment research publication, where we help investors successfully navigate the evolving AI innovation landscape, and make long-term investments with proven alpha generating returns.
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Latest episodes
Semi’s Q2 Winners: Light
Earnings Reviews & Our Updated Gameplan
Why Some SaaS Stocks Keep Winning
ER: PLTR, AXON, NET, APP, DDOG and more…
AI Passed The First Test
Earnings from Hypercalers, $CLS, $MXL, and charts!
Our New #1 AI Power Stock
We’re doubling down on this - a deep dive.
We’re Not Wasting AI’s Big Selloff
So, we began buying semis again that we sold at last month's highs.
Our Market Outlook For H2 2026
Plus, the TPO Portfolio stays resilient despite surging volatility.
Micron Crash Landed On AI’s Party
🖐️ Takeaways From $MU’s earnings and impacts on the AI ecosystem.
Why This Market Volatility Is A Gift
Our Highest Conviction Stocks: Tech Analysis & Key Levels
Broadcom Spooked AI’s Euphoria
What Broadcom’s earnings say about AI Networking.
Software Inflected. So, What’s Next?
We called the SaaS Inflection. It’s time for an update.
AXON, CORZ & NEE: Our New Bets
Tactical portfolio plans on our new positions.
Nvidia’s Q1: Six Key Takeaways
🤑Institutional Shareholders Should Be Happy (Finally)
Neoclouds Q1 Update: Next Leg Up
4 neoclouds that are executing on their backlog.
Software’s Done With SaaSpocalypse
The Great Derating of software stocks is mostly over.
AMD, ALAB and ANET: Q1 Updates
AI Margins first, AI Growth after
Sandisk/Micron Critical Q2 Updates
How Earnings, DeepSeek & Hyperscalers shape our outlook.
A Very Disruptive Week Ahead For Markets
Intel’s Q1 ER last week, Hyperscaler Wednesday, FOMC, Phew!
Amazon🤝Anthropic: $100B Implications
How Amazon and its AI Supply Chain benefit from Anthropic’s mega deal.
Semis Headed For A Wall
ASML/TSMC’s ERs ➕ Micron/SanDisk Key Pricing Updates.