UncoverAlpha

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 • 

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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 • 

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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 • 

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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 • 

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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 • 

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March 2025

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…

Mar 30 • 

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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…

Mar 16 • 

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January 2025

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…

Jan 27 • 

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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…

Jan 6 • 

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December 2024

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…

Dec 10, 2024 • 

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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…

Dec 1, 2024 • 

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November 2024

Nvidia's earnings and the LLM scaling laws slowdown?

Given the importance of Nvidia on the whole AI market and the topic of slowing scaling laws for LLMs, I decided to publish my overview of their latest…

Nov 22, 2024 • 

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