The Pragmatic Optimist

The Pragmatic Optimist has 59 stock analyses indexed on RhinoInvestory, covering 37 companies across Communication Services, Consumer Discretionary, Consumer Staples and 3 more. Published Sep 2023 – Aug 2026.

Sectors Covered

Communication Services Consumer Discretionary Consumer Staples Financials Industrials Information Technology

Countries Covered

Canada China Netherlands Sweden Taiwan US

Stock Analyses by The Pragmatic Optimist

AXON, CORZ & NEE: Our New Bets

Axon ($AXON) • 2026-05-26

Nvidia’s Q1: Six Key Takeaways

NVIDIA ($NVDA) • 2026-05-21

Sandisk/Micron Critical Q2 Updates

SanDisk ($SNDK) • 2026-05-05

Amazon🤝Anthropic: $100B Implications

Amazon ($AMZN) • 2026-04-22

Nvidia GTC26: Winners & Losers

NVIDIA ($NVDA) • 2026-03-23

Marvell & Broadcom: Q1 Earnings Roundup

Broadcom ($AVGO) • 2026-03-12

Nvidia’s Q4: 9 Things For Investors To Takeaway

NVIDIA ($NVDA) • 2026-03-01

How Sandisk, Seagate & WDC Look Post Earnings

SanDisk ($SNDK) • 2026-02-03

Our Trading Actions Next Week with MSFT, META, ALAB, NOW

Meta Platforms ($META) • 2026-02-02

Our Portfolio Strategy Update Amid Current Weakness

Strategy ($MSTR) • 2025-11-24

Assume An AI Bubble. Here’s Our Portfolio Strategy

Strategy ($MSTR) • 2025-11-17

Big Week For CoreWeave, Nebius, AMD’s, Plus Trade Desk’s ER Review

CoreWeave ($CRWV) • 2025-11-10

Crypto Miners Pivot To Nvidia’s $4 Trillion TAM

NVIDIA ($NVDA) • 2025-09-29

Nvidia & Intel’s Ripple Effect On AI Chips

NVIDIA ($NVDA) • 2025-09-21

Urgent Updates On Micron, Trade Desk & Arista Networks

Arista Networks ($ANET) • 2025-09-15

Oracle & Nebius Are Breaking AI Expectations

Nebius ($NBIS) • 2025-09-10

ER Reviews: Software, Cybersecurity & Nvidia’s China Woes

NVIDIA ($NVDA) • 2025-08-28