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The Pragmatic Optimist

https://amritaroy.substack.com/

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Latest post15 Oct 2026
Palantir Technologies Inc.We’re Buying Market’s Fears-15 Oct 2026
CrowdStrike Holdings, Inc.We’re Buying Market’s Fears-15 Oct 2026
Cerebras Systems Inc.Is Cerebras A Buy Now?-8 Oct 2026
Meta Platforms, Inc.EdgeAI: The Next Frontier-5 Oct 2026
Rubrik, Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Micron Technology, Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Meta Platforms, Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Bloom Energy CorporationTPO’s September ‘26 Roundup-3 Oct 2026
ServiceNow, Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Broadcom Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Rocket Lab CorporationTPO’s September ‘26 Roundup-3 Oct 2026
Vertiv Holdings CoTPO’s September ‘26 Roundup-3 Oct 2026
MaxLinear, Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Axon Enterprise, Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Lumentum Holdings Inc.TPO’s September ‘26 Roundup-3 Oct 2026
ON Semiconductor CorporationTPO’s September ‘26 Roundup-3 Oct 2026
Marvell Technology, Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Credo Technology Group Holding LtdTPO’s September ‘26 Roundup-3 Oct 2026
Advanced Micro Devices, Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Amazon.com, Inc.TPO’s September ‘26 Roundup-3 Oct 2026
Intel CorporationTPO’s September ‘26 Roundup-3 Oct 2026
Micron Technology, Inc.What Micron Really Needs To Do-1 Oct 2026
SiTime Corporation5 AI Stocks With Promising Charts-28 Sept 2026
Bloom Energy Corporation5 AI Stocks With Promising Charts-28 Sept 2026
Meta Platforms, Inc.5 AI Stocks With Promising Charts-28 Sept 2026
Applied Optoelectronics, Inc.5 AI Stocks With Promising Charts-28 Sept 2026
Marvell Technology, Inc.5 AI Stocks With Promising Charts-28 Sept 2026
Lumentum Holdings Inc.5 AI Stocks With Promising Charts-28 Sept 2026
CrowdStrike Holdings, Inc.5 AI Stocks With Promising Charts-28 Sept 2026
Rubrik, Inc.5 AI Stocks With Promising Charts-28 Sept 2026
Rocket Lab CorporationIs Rocket Lab A Buy Ahead Of D-Day?-23 Sept 2026
Marvell Technology, Inc.Nvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
NVIDIA CorporationNvidia, Marvell vs. Broadcom, Credo-31 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
CrowdStrike Holdings, Inc.Software's Fairytale Run Continues-29 Aug 2026
Nebius Group N.V.Neoclouds Earnings: The SpaceX Formula-13 Aug 2026
CoreWeave, Inc.Neoclouds Earnings: The SpaceX Formula-13 Aug 2026
Applied Optoelectronics, Inc.Semi’s Q2 Winners: Light-9 Aug 2026
SiTime CorporationSemi’s Q2 Winners: Light-9 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
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