The Pragmatic Optimist
by Amrita RoyThe Pragmatic Optimist
About the Substack
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.
Free Subscription Benefits
- Free Previews
Paid Subcription Benefits
- 📊 Institutional-grade RESEARCH: Actionable Deep Dives on AI: Compute, Memory, Networking, Photonics, Power + Cybersecurity & Software.
- 📈 Our real money AI PORTFOLIO: Full visibility into our allocation size, BUY/SELL/TRIM target price levels, with real-time TRADE ALERTS sent to your inbox.
- 💬 Ask us questions directly on Substack Chat and engage with fellow investors in the group. Founding Members can also request analysis on certain stocks and sectors.
Paid Subscription Plans
- $49 a month
- $160 a year
About Amrita Roy
The Pragmatic Optimist is an AI investment research platform. We focus on AI infrastructure, networking, photonics and software. We also share live portfolio updates. YTD returns: 35%+. Winning calls: AMD, LITE, MRVL, CRWD, BE & more.
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