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The Pragmatic Optimist

https://amritaroy.substack.com/

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Latest post31 Aug 2026
Micron Technology, Inc.Nvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
Ciena CorporationNvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
Credo Technology Group Holding LtdNvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
Broadcom Inc.Nvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
Marvell Technology, Inc.Nvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
NVIDIA CorporationNvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
Fortinet, Inc.Software's Fairytale Run Continues-29 Aug 2026
Palo Alto Networks, Inc.Software's Fairytale Run Continues-29 Aug 2026
Palantir Technologies Inc.Software's Fairytale Run Continues-29 Aug 2026
ServiceNow, Inc.Software's Fairytale Run Continues-29 Aug 2026
Okta, Inc.Software's Fairytale Run Continues-29 Aug 2026
Rubrik, Inc.Software's Fairytale Run Continues-29 Aug 2026
Salesforce, Inc.Software's Fairytale Run Continues-29 Aug 2026
CrowdStrike Holdings, Inc.Software's Fairytale Run Continues-29 Aug 2026
Applied Optoelectronics, Inc.Semi’s Q2 Winners: Light-9 Aug 2026
SiTime CorporationSemi’s Q2 Winners: Light-9 Aug 2026
Cloudflare, Inc.Why Some SaaS Stocks Keep Winning-7 Aug 2026
Datadog, Inc.Why Some SaaS Stocks Keep Winning-7 Aug 2026
Axon Enterprise, Inc.Why Some SaaS Stocks Keep Winning-7 Aug 2026
AppLovin CorporationWhy Some SaaS Stocks Keep Winning-7 Aug 2026
Zeta Global Holdings Corp.Why Some SaaS Stocks Keep Winning-7 Aug 2026
Atlassian CorporationWhy Some SaaS Stocks Keep Winning-7 Aug 2026
Twilio Inc.Why Some SaaS Stocks Keep Winning-7 Aug 2026
Palantir Technologies Inc.Why Some SaaS Stocks Keep Winning-7 Aug 2026
Intel CorporationAI Passed The First Test-2 Aug 2026
Bloom Energy CorporationAI Passed The First Test-2 Aug 2026
MaxLinear, Inc.AI Passed The First Test-2 Aug 2026
Celestica Inc.AI Passed The First Test-2 Aug 2026
Meta Platforms, Inc.AI Passed The First Test-2 Aug 2026
Amazon.com, Inc.AI Passed The First Test-2 Aug 2026
Micron Technology, Inc.Our New #1 AI Power Stock-26 Jul 2026
Marvell Technology, Inc.Our New #1 AI Power Stock-26 Jul 2026
Advanced Micro Devices, Inc.Our New #1 AI Power Stock-26 Jul 2026
Celestica Inc.Our New #1 AI Power Stock-26 Jul 2026
ASML Holding N.V.We’re Not Wasting AI’s Big Selloff-19 Jul 2026
Taiwan Semiconductor Manufacturing Company LimitedWe’re Not Wasting AI’s Big Selloff-19 Jul 2026
Astera Labs, Inc.We’re Not Wasting AI’s Big Selloff-19 Jul 2026
Micron Technology, Inc.We’re Not Wasting AI’s Big Selloff-19 Jul 2026
Advanced Micro Devices, Inc.We’re Not Wasting AI’s Big Selloff-19 Jul 2026
Marvell Technology, Inc.We’re Not Wasting AI’s Big Selloff-19 Jul 2026