Archive - UncoverAlpha

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

The hyperscaler - LLM provider relationships are starting to heat up

the relationships between LLM providers and cloud providers. As once the relationship was relatively straightforward, now it is becoming more and more…

Nov 15, 2024 •

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