UncoverAlpha

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

34

4

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

47

5

5

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

31

5

2

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

23

4

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

22

1

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

50

3

5

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

26

2

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

148

3

24

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

41

2

2

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

5

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

149

19

18

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

38

4

5