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AlphaTarget PULSE - Markets | Business | Technology | Investing | Insights

Puru Saxena
Artificial Intelligence
Nvidia
Openai
Investment Insights
Technology
Google
Tesla
Data Centers
Humanoid Robots
Oracle
Autonomous Driving
Robotaxis
Cloud Computing
Anthropic
Federal Reserve
Tech Companies
AI Workloads
Capital Expenditure
Waymo
Alphabet

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 t... more

PublishesTwice monthlyEpisodes19Founded9 months ago
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Artwork for AlphaTarget PULSE

Latest Episodes

Markets have finally started pulling back after months of relentless gains, but is this correction only just beginning?

Puru Saxena, founder of AlphaTarget and growth investor, is joined by AlphaTarget's analyst team to discuss the recent turbulence... more

The stock market is ripping higher again, AI stocks are surging vertically, and investors may be underestimating just how stretched this rally has become.

Puru Saxena, founder of AlphaTarget and growth investor, and the panel break down the explosiv... more

The stock market continues to push higher as growth stocks, AI infrastructure names and semiconductor companies rally aggressively on the back of surging demand for compute, memory and networking infrastructure.

In this episode of Alpha Target Pulse... more

Beneath a steady stock market, a much bigger shift is taking place. AI investment, cloud computing demand and technology earnings are accelerating, forcing investors to rethink the outlook for growth stocks and the broader economy.

Puru Saxena and t... more

The stock market is ripping higher, growth stocks are surging, and investors may have just badly misread one of the biggest artificial intelligence developments of the year.

Puru Saxena and the panel break down the powerful rebound in equities follo... more

Is the worst of the stock market correction now behind us?  This of episode provides a framework for navigating short term volatility in the stock market while staying focused on long term opportunities in artificial intelligence, cloud computing and... more

How should investors navigate a world of simultaneous geopolitical shock, a hawkish Federal Reserve and relentless innovation in artificial intelligence? And with growth stocks down 50 to 80% while indices remain relatively resilient, is the worst of... more

How should investors interpret geopolitical escalation in the Middle East, oil price volatility and extreme weakness in high-growth technology stocks? And is the current drawdown in artificial intelligence and enterprise software a structural reset o... more

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Recent Guests

Irnest Kaplan
Former Equity Analyst at Societe Generale; founder of a boutique research firm
Societe Generale (former); boutique research firm
Episode: AI Token Wars, Oracle's AI Spending Boom, and Why Markets May Not Be Done Falling
Damia Othman
Former manager at Citibank Malaysia; sell-side analyst
Citibank Malaysia (former)
Episode: AI Token Wars, Oracle's AI Spending Boom, and Why Markets May Not Be Done Falling
Anirban Mahanti
Former Director of Research and Portfolio Manager at The Motley Fool Australia; Ph.D. in CS
The Motley Fool Australia (former)
Episode: AI Token Wars, Oracle's AI Spending Boom, and Why Markets May Not Be Done Falling
Oyvind Bjerke
Former Investor at Arceau Family Office; research manager at MMC Ventures
AlphaTarget Pulse
Episode: What Middle East Escalation, Fed Policy and Nvidia's GTC Reveal About the Next Move in AI and Growth Stocks

Host

Puru Saxena
Puru Saxena is the founder of AlphaTarget and a veteran money manager who frequently shares investment insights on markets, disruptive tech trends, and opportunities for investors.

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Talking Points

Recent interactions between the hosts and their guests.

How AI is Reshaping Investing and the Stock Market
Q: Where do you think we are in the AI cycle and what does this mean for the stock market?
We are at the beginning of the AI technology proliferation and while the technology will continue to grow, the stock market might face corrections and volatility due to economic cycles.
How AI is Reshaping Investing and the Stock Market
Q: What is your take on the data center CAPEX boom?
The spending by megatech companies on AI infrastructure is justified and necessary, with operational cash flows supporting their investments, making it sustainable in the long term.
How AI is Reshaping Investing and the Stock Market
Q: What potential use cases do you see for AI technology?
AI has gone viral and is now used in diverse applications, from coding assistance to optimizing telco networks. It is pervasive and at some point, all businesses will have to adopt it for efficiency gains and new business models.

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Frequently Asked Questions About AlphaTarget PULSE

What is AlphaTarget PULSE about and what kind of topics does it cover?

A data-driven, market-forward show that centers on investing, technology, and disruptive business models. Recent episodes frequently explore AI developments, cloud infrastructure, and the economics of emerging tech—ranging from AI data centers and humanoid robots to autonomous driving and memory/storage trends—alongside macro-market themes like monetary policy, rate cuts, and geopolitical tariffs. The panel often weighs the impact of these technologies on investment opportunities, highlighting leaders such as Google, OpenAI, Tesla, and other high-growth firms, and offering pragmatic takeaways for institutional and sophisticated individual investors alike. A notable strength is the blend of rigorous analysis with forward-looking themes, crea... more

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Which podcasts are similar to AlphaTarget PULSE?

These podcasts share a similar audience with AlphaTarget PULSE:

1. Chit Chat Stocks
2. Motley Fool Hidden Gems Investing
3. Odd Lots
4. RiskReversal Pod
5. BG2Pod with Brad Gerstner and Bill Gurley

How many episodes of AlphaTarget PULSE are there?

AlphaTarget PULSE launched 9 months ago and published 19 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on AlphaTarget PULSE?

Recent guests on AlphaTarget PULSE include:

1. Irnest Kaplan
2. Damia Othman
3. Anirban Mahanti
4. Oyvind Bjerke

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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