Archive - UncoverAlpha

GenAI: From Breakthroughs to Bottom Lines

The reality is that because of the fast pace of development of other LLM providers, primarily Anthropic, Llama, Google's Gemini, and even some Chinese…

Aug 19 •

June 2024

AI is Revolutionary, but Investors are Getting Ahead of Themselves

I decided to share some short thoughts on the semiconductor space and the AI frenzy that we are witnessing. Nvidia and it's future, SLMs and what the…

Jun 20 •

April 2024

Meta's next growth driver - AI

In this article, I will touch on three core topics; The development of Meta's core apps and the potential there, What does AI mean for Meta (short-term…

Apr 30 •

Alternative data & insights for April - AI cloud workloads, WhatsApp ramp up, Hardware engineers frenzy

Interesting data and insights from alternative data sources. Companies are starting to move past the »test« phase of AI workloads. Open-source AI models…

Apr 23 •

March 2024

Alternative data report for Q1 2024 - Ad Sector, Cloud, AI, Semiconductors

Job openings looking for skills related to generative AI continue to rise with companies. Meta's Advantage+ and Google's Performance Max continue to…

Mar 24 •

January 2024

Google: The Innovator's Dilemma is real

In this article, I will explain my thoughts on Google and why I recently sold it. My concerns have recently grown stronger due to the emergence of LLMs…

Jan 27 •

July 2023

AWS, Azure, GCP. What makes them different in the eyes of customers? - research

This article is about my recent research on the three big cloud hyper scalers. Given the recent revelations, I am breaking down how big are AWS, Azure…

Jul 15, 2023 •

Meta firing on all cylinders?

I decided to focus on a few most important things for long-term investors. One is the traction of Reels. The second one is WhatsApp which is finally…

Jul 6, 2023 •

June 2023

Generative AI - which industries and what companies stand to benefit

We are really at the early beginnings of what this technology is capable of. We touch on many things already, and the future, as I see it, is companies…

Jun 13, 2023 •

December 2022

META short-term profits vs long term vision

this year Meta’s stock price shows how sentiment can drive stock prices to extremes. Almost exactly 1 year ago, Meta was trading at a market cap of $1…

Dec 2, 2022 •

September 2022

Google the Golden Goose of the Internet

In this article, I am diving deep into a company everyone knows because they probably encounter its products on a daily basis - Google. I also dive into…

Sep 23, 2022 •

August 2022

Amazon the company that is taking over the world with economies of scale

In this article, I am doing a deep dive into Amazon. While almost everyone knows Amazon as the e-commerce giant and maybe also as the software cloud…

Aug 28, 2022 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts