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Monthly alternative data report: OpenAI, Google, Meta, Nvidia, Amazon, Microsoft Anthropic
I decided to post an article summarizing some of the most valuable insights from various alternative data providers, and research reports that I found…
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Rihard Jarc
TSMC - the leading edge semiconductor monopoly
I want to share some findings about Taiwan Semiconductor (TSMC). It should be on the radar of all investors following the AI space and technology…
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Rihard Jarc
5
Google is doing better than expected & why investors are getting overly pessimistic
Search might have a longer run rate. GCP looks like the best-positioned cloud right now. Waymo breakthrough might be sooner than we think. Google's…
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Rihard Jarc
DeepSeek and the ramification on the AI industry: winners and losers?
I wanted to share my thoughts on the recent breakthrough of the Chinese R1 DeepSeek LLM model and the repercussions that this breakthrough will have on…
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Rihard Jarc
8
How Snap Holds the Keys to Its Own Future
In this article, I am breaking down my thesis on the company I have accumulated over the last few months, and has now become a substantial position of…
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Rihard Jarc
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The AI nuclear renaissance - SMRs role
Today's article is a deep dive into nuclear energy and, specifically, the small modular reactor (SMR) industry, especially in relation to AI data center…
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Rihard Jarc
3
Google's Sum-of-Parts Analysis: Why a Breakup Shouldn't Alarm Shareholders
Given the pressure big tech is getting lately from antitrust regulators, I decided to share my sum-of-parts analysis on the example of Google and what…
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Rihard Jarc
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UncoverAlpha
UncoverAlpha
Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.
© 2025 Rihard Jarc
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