# Amrita Roy — RSS Amplifier Everything Amrita Roy publishes, via the RSS Amplifier directory. Page: Feed: --- ## [Neoclouds Earnings: The SpaceX Formula](https://amritaroy.substack.com/p/neoclouds-earnings-the-spacex-formula) _2026-08-13 · The Pragmatic Optimist_ Earnings Reviews & Our Updated Gameplan ## [Semi’s Q2 Winners: Light](https://amritaroy.substack.com/p/semis-q2-winners-light) _2026-08-09 · The Pragmatic Optimist_ Earnings Reviews & Our Updated Gameplan ## [Why Some SaaS Stocks Keep Winning](https://amritaroy.substack.com/p/why-some-saas-stocks-keep-winning) _2026-08-07 · The Pragmatic Optimist_ ER: PLTR, AXON, NET, APP, DDOG and more… ## [AI Passed The First Test](https://amritaroy.substack.com/p/ai-passed-the-first-test) _2026-08-02 · The Pragmatic Optimist_ Earnings from Hypercalers, $CLS, $MXL, and charts! ## [Our New #1 AI Power Stock](https://amritaroy.substack.com/p/our-new-1-ai-power-stock) _2026-07-26 · The Pragmatic Optimist_ We’re doubling down on this - a deep dive. ## [We’re Not Wasting AI’s Big Selloff](https://amritaroy.substack.com/p/were-not-wasting-ais-big-selloff) _2026-07-19 · The Pragmatic Optimist_ So, we began buying semis again that we sold at last month's highs. ## [Our Market Outlook For H2 2026](https://amritaroy.substack.com/p/our-market-outlook-for-h2-2026) _2026-07-08 · The Pragmatic Optimist_ Plus, the TPO Portfolio stays resilient despite surging volatility. ## [Micron Crash Landed On AI’s Party](https://amritaroy.substack.com/p/micron-crash-landed-on-ais-party) _2026-06-28 · The Pragmatic Optimist_ 🖐️ Takeaways From $MU’s earnings and impacts on the AI ecosystem. ## [Why This Market Volatility Is A Gift](https://amritaroy.substack.com/p/why-this-market-volatility-is-a-gift-232) _2026-06-10 · The Pragmatic Optimist_ Our Highest Conviction Stocks: Tech Analysis & Key Levels ## [Broadcom Spooked AI’s Euphoria](https://amritaroy.substack.com/p/broadcom-spooked-ais-euphoria) _2026-06-07 · The Pragmatic Optimist_ What Broadcom’s earnings say about AI Networking. ## [Stay updated on your professional world (Sponsored)](https://crawlproof.com/a/pXbbtD15XNYl) _2026-06-07 · **Sponsored**_ Keep in touch with people you know, build your career. ## [Software Inflected. So, What’s Next?](https://amritaroy.substack.com/p/software-inflected-so-whats-next) _2026-05-31 · The Pragmatic Optimist_ We called the SaaS Inflection. It’s time for an update. ## [AXON, CORZ & NEE: Our New Bets](https://amritaroy.substack.com/p/axon-corz-and-nee-our-new-bets) _2026-05-26 · The Pragmatic Optimist_ Tactical portfolio plans on our new positions. ## [Nvidia’s Q1: Six Key Takeaways](https://amritaroy.substack.com/p/nvidias-q1-six-key-takeaways) _2026-05-21 · The Pragmatic Optimist_ 🤑Institutional Shareholders Should Be Happy (Finally) ## [Neoclouds Q1 Update: Next Leg Up](https://amritaroy.substack.com/p/neoclouds-q1-update-next-leg-up) _2026-05-14 · The Pragmatic Optimist_ 4 neoclouds that are executing on their backlog. ## [Software’s Done With SaaSpocalypse](https://amritaroy.substack.com/p/softwares-done-with-saaspocalypse) _2026-05-10 · The Pragmatic Optimist_ The Great Derating of software stocks is mostly over. ## [AMD, ALAB and ANET: Q1 Updates](https://amritaroy.substack.com/p/amd-alab-and-anet-q1-updates) _2026-05-06 · The Pragmatic Optimist_ AI Margins first, AI Growth after ## [Sandisk/Micron Critical Q2 Updates](https://amritaroy.substack.com/p/sandiskmicron-critical-q2-updates) _2026-05-05 · The Pragmatic Optimist_ How Earnings, DeepSeek & Hyperscalers shape our outlook. ## [A Very Disruptive Week Ahead For Markets](https://amritaroy.substack.com/p/a-very-disruptive-week-ahead-for) _2026-04-27 · The Pragmatic Optimist_ Intel’s Q1 ER last week, Hyperscaler Wednesday, FOMC, Phew! ## [Amazon🤝Anthropic: $100B Implications](https://amritaroy.substack.com/p/amazonanthropic-100b-implications) _2026-04-22 · The Pragmatic Optimist_ How Amazon and its AI Supply Chain benefit from Anthropic’s mega deal. ## [AI Summaries & Audio Briefings (Sponsored)](https://crawlproof.com/a/LEJkO4avBWC8) _2026-04-22 · **Sponsored**_ Read AI summaries and listen to concise audio briefings for the latest stories. ## [Semis Headed For A Wall](https://amritaroy.substack.com/p/semis-headed-for-a-wall) _2026-04-19 · The Pragmatic Optimist_ ASML/TSMC’s ERs ➕ Micron/SanDisk Key Pricing Updates.