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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“Thoughtful and thorough market and macroeconomic analysis.”
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Recent posts

Broadcom Spooked AI’s Euphoria

What Broadcom’s earnings say about AI Networking. Jun 7 • Uttam Dey and Amrita Roy

Software Inflected. So, What’s Next?

We called the SaaS Inflection. It’s time for an update. May 31 • Uttam Dey and Amrita Roy

AXON, CORZ & NEE: Our New Bets

Tactical portfolio plans on our new positions. May 26 • Amrita Roy and Uttam Dey

Nvidia’s Q1: Six Key Takeaways

🤑Institutional Shareholders Should Be Happy (Finally) May 21 • Uttam Dey and Amrita Roy