Behind the Balance SheetBehind the Balance SheetBenzingaAcquiredAcquiredCapital AllocatorsCapital AllocatorsHeavy Moat InvestmentsHeavy Moat InvestmentsBaFin - Managers' transactionsAsian Century StocksAsian Century StocksFresh InvestFresh InvestThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBase Hit InvestingBusiness BreakdownsBusiness BreakdownsAtom FinanceBamSECAmibrokerAlluvialAlluvialFinPodFinPodCompound & FireBeyondSPXFoundersFoundersAlessandro (Macro Strategist)Alessandro (Macro Strategist)Capital Employed FMCapital Employed FMRhinoInsightRhinoInsightBeehiivChit Chat StocksChit Chat StocksBloomberg NewsForward GuidanceForward GuidanceBloomberg TerminalAlphaSenseAsian Dividend StocksAsian Dividend StocksBizTocBehind the Balance SheetBehind the Balance SheetBenzingaAcquiredAcquiredCapital AllocatorsCapital AllocatorsHeavy Moat InvestmentsHeavy Moat InvestmentsBaFin - Managers' transactionsAsian Century StocksAsian Century StocksFresh InvestFresh InvestThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBase Hit InvestingBusiness BreakdownsBusiness BreakdownsAtom FinanceBamSECAmibrokerAlluvialAlluvialFinPodFinPodCompound & FireBeyondSPXFoundersFoundersAlessandro (Macro Strategist)Alessandro (Macro Strategist)Capital Employed FMCapital Employed FMRhinoInsightRhinoInsightBeehiivChit Chat StocksChit Chat StocksBloomberg NewsForward GuidanceForward GuidanceBloomberg TerminalAlphaSenseAsian Dividend StocksAsian Dividend StocksBizTocBehind the Balance SheetBehind the Balance SheetBenzingaAcquiredAcquiredCapital AllocatorsCapital AllocatorsHeavy Moat InvestmentsHeavy Moat InvestmentsBaFin - Managers' transactionsAsian Century StocksAsian Century StocksFresh InvestFresh InvestThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBase Hit InvestingBusiness BreakdownsBusiness BreakdownsAtom FinanceBamSECAmibrokerAlluvialAlluvialFinPodFinPodCompound & FireBeyondSPXFoundersFoundersAlessandro (Macro Strategist)Alessandro (Macro Strategist)Capital Employed FMCapital Employed FMRhinoInsightRhinoInsightBeehiivChit Chat StocksChit Chat StocksBloomberg NewsForward GuidanceForward GuidanceBloomberg TerminalAlphaSenseAsian Dividend StocksAsian Dividend StocksBizToc

The Pragmatic Optimist

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Articles

59

Companies covered

40

Sectors

6

Countries

5

Research Articles

Why Some SaaS Stocks Keep Winning

Aug 7, 2026

AI Passed The First Test

Aug 2, 2026

Broadcom Spooked AI’s Euphoria

Jun 7, 2026

AXON, CORZ & NEE: Our New Bets

May 26, 2026

Nvidia’s Q1: Six Key Takeaways

May 21, 2026

Sandisk/Micron Critical Q2 Updates

May 5, 2026

Amazon🤝Anthropic: $100B Implications

Apr 22, 2026

Nvidia GTC26: Winners & Losers

Mar 23, 2026

Marvell & Broadcom: Q1 Earnings Roundup

Mar 12, 2026

Nvidia’s Q4: 9 Things For Investors To Takeaway

Mar 1, 2026

How Sandisk, Seagate & WDC Look Post Earnings

Feb 3, 2026

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

Feb 2, 2026

Our Portfolio Strategy Update Amid Current Weakness

Nov 24, 2025

Assume An AI Bubble. Here’s Our Portfolio Strategy

Nov 17, 2025

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

Nov 10, 2025

Crypto Miners Pivot To Nvidia’s $4 Trillion TAM

Sep 29, 2025

Nvidia & Intel’s Ripple Effect On AI Chips

Sep 21, 2025

Urgent Updates On Micron, Trade Desk & Arista Networks

Sep 15, 2025

Oracle & Nebius Are Breaking AI Expectations

Sep 10, 2025

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

Aug 28, 2025

Palo Alto Networks Q2: Cybersecurity’s AI Arms Race Is Heating Up (Part 2)

Aug 19, 2025

Earnings Previews: Palo Alto Networks & Nvidia

Aug 18, 2025

Q2 ER Special Report 2: Software Slumps, CoreWeave's Q2, Micron’s Surprise

Aug 13, 2025

Alphabet’s Q2 Review: Search Is Still King

Jul 24, 2025

CoreWeave & Nebius Bet On Nvidia’s GPUs & Won Big

May 29, 2025

Palantir Q1: The AI Moat No One Understands

May 8, 2025

TSMC: A Winner That Takes All, Despite Tariffs

Apr 21, 2025

ASML’s Q1 Report: A Preview Of Tariff Turbulences Yet To Come

Apr 17, 2025

Alibaba’s GenAI Comeback Tour Is Here

Mar 12, 2025

Nvidia’s Q4: Chip Wars Are Heating Up

Feb 27, 2025

How Nvidia Gets Impacted By The AI Chips Ban

Jan 22, 2025

USA vs Google: Old Wine In A New Bottle

Sep 19, 2024

For Starbucks to turn around, these two things need to change.

Sep 10, 2024

Nvidia’s earnings created a paradox for the AI boom/bust debate

Sep 5, 2024

AI is disrupting Customer Support. Salesforce is feeling the pinch.

Jun 26, 2024

NVIDIA’s chips are the tastiest AI can find. It’s stock still has ways to go.

May 28, 2024

Launching Tuesday Top Picks: Why am I bullish on Pinterest, Toast and Duolingo?

May 15, 2024

What’s up with Apple these days?

Mar 28, 2024

Friday5: Which inflation measure is correct? Bitcoin & Gold climb to new all-time highs, Wendy's dynamic pricing disaster

Mar 16, 2024

Friday5: Apple Vision Pro hype faded, Bitcoin surges past $50,000, Small banks teeter & more...

Feb 16, 2024

What is Google so afraid of?

Jan 25, 2024

Friday5: CPI Inflation rose more than expected, Kellanova's Pop-Tarts turn 60, Pinterest predicts 2024 trends & more...

Jan 12, 2024

Apple needs to sell its vision again. This time with its Vision Pro.

Jan 11, 2024

Dating apps are causing swipe fatigue. So, people are finding love elsewhere.

Dec 21, 2023

Here's my 2024 S&P 500 target, investment outlook and portfolio strategy.

Dec 19, 2023

Google isn’t just losing market share in A.I. 2023 was rough for Chrome too.

Dec 14, 2023

Unwrapping Spotify’s year of frugality🎵

Dec 7, 2023

Friday5: Cash rich companies are getting richer, Taylornomics helped US avoid a recession, Pinterest pops as GenZs shop & more...

Nov 3, 2023

PayPal attacked Apple in 2014 with this ad. 9 years later, PayPal has fallen behind. Can it build back again?

Nov 2, 2023

Friday5: Is the US stock market bottoming? Amazon brings on Humanoid bots, Halloween candy is 7.5% more expensive & more...

Oct 27, 2023

Pinterest is using AI to become a digital bazaar. GenZ's are loving it.

Oct 26, 2023

Pepsi smashed its Q3 earnings. Should you invest in the stock?

Oct 17, 2023

Friday 5: Dollar General's CEO comes back to save the day, Olive Oil & Orange Juice prices at all time highs, Revenge Travel fades away and more...

Oct 13, 2023

Dollar General: The bull and the bear case for the stock | Part 2

Oct 10, 2023

Friday 5: Chipotle's robot-made burrito bowls, Jamie Dimon's bold AI prediction, GenZ's hustle for homeownership and more...

Oct 6, 2023

Duolingo is a language app. Why does it want to teach Maths and Music?

Oct 5, 2023

Part 1: Dollar General's fundamentals are weakening. Can it recover?

Oct 3, 2023

Friday Five: Meta's AR Glasses, Airbnb's Crackdown on Parties, Google & Apple's Search Deal, Amazon's R&D & more...

Sep 29, 2023

Bank of America says that the US economy is in "recovery" mode. Does the bond market agree?

Sep 18, 2023

BaFin - Managers' transactionsForward GuidanceForward GuidanceBeehiivA Peek Behind the NumbersFresh InvestFresh InvestBloomberg NewsHeavy Moat InvestmentsHeavy Moat InvestmentsBehind the Balance SheetBizTocChit Chat StocksChit Chat StocksBenzingaBeyondSPXBase Hit InvestingAmibrokerCapital AllocatorsCapital AllocatorsAlphaSenseBusiness BreakdownsBusiness BreakdownsFoundersFoundersCapital CyclistsCapital CyclistsAlessandro (Macro Strategist)Alessandro (Macro Strategist)Behind the Balance SheetBehind the Balance SheetBamSECThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAsian Century StocksAsian Century StocksAtom FinanceEquity MatesEquity Mates41investments41investmentsFinPodFinPodBejaminAICapital Employed FMCapital Employed FMBaFin - Managers' transactionsForward GuidanceForward GuidanceBeehiivA Peek Behind the NumbersFresh InvestFresh InvestBloomberg NewsHeavy Moat InvestmentsHeavy Moat InvestmentsBehind the Balance SheetBizTocChit Chat StocksChit Chat StocksBenzingaBeyondSPXBase Hit InvestingAmibrokerCapital AllocatorsCapital AllocatorsAlphaSenseBusiness BreakdownsBusiness BreakdownsFoundersFoundersCapital CyclistsCapital CyclistsAlessandro (Macro Strategist)Alessandro (Macro Strategist)Behind the Balance SheetBehind the Balance SheetBamSECThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAsian Century StocksAsian Century StocksAtom FinanceEquity MatesEquity Mates41investments41investmentsFinPodFinPodBejaminAICapital Employed FMCapital Employed FMBaFin - Managers' transactionsForward GuidanceForward GuidanceBeehiivA Peek Behind the NumbersFresh InvestFresh InvestBloomberg NewsHeavy Moat InvestmentsHeavy Moat InvestmentsBehind the Balance SheetBizTocChit Chat StocksChit Chat StocksBenzingaBeyondSPXBase Hit InvestingAmibrokerCapital AllocatorsCapital AllocatorsAlphaSenseBusiness BreakdownsBusiness BreakdownsFoundersFoundersCapital CyclistsCapital CyclistsAlessandro (Macro Strategist)Alessandro (Macro Strategist)Behind the Balance SheetBehind the Balance SheetBamSECThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAsian Century StocksAsian Century StocksAtom FinanceEquity MatesEquity Mates41investments41investmentsFinPodFinPodBejaminAICapital Employed FMCapital Employed FM