UncoverAlpha

Amazon, Google, Microsoft, Meta Q1 earnings: AI profits are here, custom silicon is winning

I argued that the market was wrong to punish big tech for raising CapEx because the returns on the 2023-2024 spend were already showing up in the P&L…

Apr 30 • UncoverAlpha

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Q1 2026 Channel Checks & Alternative Data: Cloud is on Fire

For this report, I covered cloud providers Google, Microsoft, and Amazon in terms of their cloud business, and some insightful signals on Microsoft…

Apr 24 • UncoverAlpha

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Left for Dead on AI, Meta and Amazon Are About to Have the Last Laugh

I break down some significant fundamental shifts when it comes to AI efforts from Amazon and Meta, and why I think both are the next two big AI…

Apr 17 • UncoverAlpha

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The Era of Subsidized AI Model Usage is Over, the IPOs are coming

There are four interconnected themes I want to walk through today, and they all converge on a single conclusion: the era of subsidizing AI model usage…

Apr 10 • UncoverAlpha

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March 2026

Every Memory Cycle Ends the Same. Until It Doesn't.

I’ve studied every major memory cycle of the last 30 years. In this article, we look at them and the numbers. But then I am going to make a case for why…

Mar 12 • UncoverAlpha

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Amazon's value in the Age of AI Agents

The changes caused by AI on Amazon: E-Commerce, AWS & Ads. How valuable each looks in a world where AI agents sit between humans and the services they…

Mar 5 • UncoverAlpha

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February 2026

The Forgotten Chip: CPUs the New Bottleneck of the Agentic AI Era

For three years, GPUs have been the only chip that mattered in AI. CPUs? The boring, commodity chip that just sat next to the GPU and passed data along…

Feb 23 • UncoverAlpha

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The Market Hates Big Cloud Spending. The Data Says The Market Is Wrong.

There has been an emergence of fear after big tech earnings related to CapEx AI spending. I decided to share my views on this topic and why I believe…

Feb 11 • UncoverAlpha

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The Great SaaS Unbundling: Why AI Will Destroy Half the Industry and Supercharge the Other Half

Everyone’s talking about how AI will “transform” software, but I think most people are getting it wrong. The real story isn’t about transformation—it’s…

Feb 2 • UncoverAlpha

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January 2026

Anthropic's Claude Code is having its "ChatGPT" moment

I am posting an article on Anthropic Claude Code, which has been growing very significantly lately and, I believe, has developed an important product…

Jan 26 • UncoverAlpha

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Q4 2025 Channel checks & alternative data: The memory crunch is getting worse & one hyperscaler stands out

For this report, I got the most interesting data on cloud providers Google, Microsoft, and Amazon, as well as semiconductor memory providers SK Hynix…

Jan 21 • UncoverAlpha

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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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