About this podcast
AlphaTarget PULSE brings you timely, institutional-grade insights on markets, business, technology and investing. Every other Friday, our Founder Puru Saxena (veteran money manager and Founder of money management firms in Hong Kong) and our highly experienced analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) cut through the noise and dissect markets, disruptive business trends, technological developments and opportunities, revealing where the smart money is investing.…
21 episodes · Investing
AlphaTarget PULSE - Markets | Business | Technology | Investing | Insights
About this podcast
AlphaTarget PULSE brings you timely, institutional-grade insights on markets, business, technology and investing. Every other Friday, our Founder Puru Saxena (veteran money manager and Founder of money management firms in Hong Kong) and our highly experienced analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) cut through the noise and dissect markets, disruptive business trends, technological developments and opportunities, revealing where the smart money is investing.…
Recent episodes
- Micron's Multi-Decade AI Bet, the Memory Cycle Peak, and Why We're Holding 35% Cash26 Jun · 37 min
- AI Token Wars, Oracle's AI Spending Boom, and Why Markets May Not Be Done Falling12 Jun · 36 min
- SpaceX’s 2 Trillion USD IPO, Fuel Cells Powering AI, and the Return of Market Euphoria29 May · 27 min
- Semiconductor Mania, AI Infrastructure Demand and Frothy Markets15 May · 35 min
- AI CapEx Surge, Cloud Acceleration and Market Signals1 May · 28 min
- Anthropic Shockwaves, Cybersecurity Sell Off and Stocks Surge17 Apr · 34 min
- AI, Oil Spike and the Growth Stock Sell Off3 Apr · 32 min
- What Middle East Escalation, Fed Policy and Nvidia's GTC Reveal About the Next Move in AI and Growth Stocks20 Mar · 38 min
- What Geopolitical Shock and Oil Volatility Means for Growth Stocks and the Stock Market6 Mar · 34 min
- The Tide Is Turning on AI and Software Stocks20 Feb · 44 min
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