Uttam Dey
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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.
20 posts · contributor
Lately
Neoclouds Earnings: The SpaceX Formula
Semi’s Q2 Winners: Light
Why Some SaaS Stocks Keep Winning
AI Passed The First Test
Our New #1 AI Power Stock
We’re Not Wasting AI’s Big Selloff
Our Market Outlook For H2 2026
Micron Crash Landed On AI’s Party
Why This Market Volatility Is A Gift
Broadcom Spooked AI’s Euphoria
Software Inflected. So, What’s Next?
AXON, CORZ & NEE: Our New Bets
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