UncoverAlpha

2026 AI landscape who benefits the most?

Here are UncoverAlpha’s 2026 top forecasts in the AI sector, including which companies stand to benefit most from these trends, and the biggest risk…

Jan 8 • UncoverAlpha

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December 2025

The $20 Billion Admission: Why NVIDIA Just Bought Into the ASIC Revolution with Groq

We got news that Nvidia was »acquiring« (more acquihire) the chip ASIC startup Groq for around $20B. What does this mean for Nvidia and the industry?

Dec 26, 2025 • UncoverAlpha

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Amazon Trainium: Scaling AI Without Breaking the Bank

In this article, I am publishing a comprehensive deep dive into Amazon’s custom ASIC chip, Trainium. I will cover the technical details, as well as the…

Dec 18, 2025 • UncoverAlpha

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November 2025

The chip made for the AI inference era – the Google TPU

I am publishing a comprehensive deep dive, not just a technical overview, but also strategic and financial coverage of the Google TPU.

Nov 24, 2025 • UncoverAlpha

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October 2025

Q3 earnings: Google's AI muscle, Meta Goes All in, Microsoft shows its cards

I wanted to share my thoughts and the key highlights from yesterday’s earnings calls from Google, Microsoft, and Meta, because I believe we got some…

Oct 30, 2025 • UncoverAlpha

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Q3 2025 Channel checks & other alternative data: AWS, Azure, GCP, Meta, OpenAI, Anthropic

Posting some of my expectations for the upcoming Big Tech earnings and what some of the alternative data reports are saying. The focus of this report is…

Oct 27, 2025 • UncoverAlpha

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Too Much AI, Too Soon

I decided to share some thoughts about the current state of the market regarding AI. I have become very cautious due to recent financing developments…

Oct 9, 2025 • UncoverAlpha

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August 2025

AI compute: Nvidia’s Grip and AMD’s Chance

I am sharing my findings regarding Nvidia and AMD, as well as the advantages and weaknesses of both in terms of AI training and inference data center…

Aug 22, 2025 • UncoverAlpha

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July 2025

Meta’s AI Ambitions: What’s Really Going On

I focus on two areas: first, why Meta is building its superintelligence group and who these individuals are, and second, what AI does for Meta in terms…

Jul 31, 2025 • UncoverAlpha

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July monthly alternative data report: NVDA, AMD, ASICs, AWS, GCP, Azure

In this report, I cover two fields. The first one is the Nvidia, ASICs, and AMD battle, where I found numerous valuable insights that have shaped some…

Jul 23, 2025 • UncoverAlpha

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June 2025

OpenAI has started to form a "moat"

We are now at a critical point where OpenAI is starting to take off and seriously take over the consumer AI race. At this point, I believe that OpenAI…

Jun 27, 2025 • UncoverAlpha

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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…

Jun 10, 2025 • UncoverAlpha

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