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

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

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 monthlyEpisodes21Foundeda year ago
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InvestingBusiness

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Latest Episodes

Semiconductor and memory stocks have pulled back sharply while software names stage a quiet comeback, is this just healthy rotation, or the start of something bigger?

Puru Saxena, founder of AlphaTarget and growth investor, is joined by AlphaTarget'... more

The stock market staged a sharp reversal this week after Micron's blowout earnings reignited enthusiasm for AI infrastructure stocks, but is the rally on solid footing, or are investors getting ahead of themselves again?

Puru Saxena, founder of Alph... more

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

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Recent Guests

Ayvin Bjerke
Analyst focused on big picture AI and disruption
Peel Hunt, Berenberg, Arceau Family Office
Episode: Micron's Multi-Decade AI Bet, the Memory Cycle Peak, and Why We're Holding 35% Cash
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
Host of AlphaTarget Pulse; Founder of Alpha Target; veteran money manager with experience leading HK-based money management firms; frequent contributor to major financial media.

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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?

AlphaTarget PULSE serves as a dense, investor-focused briefing on markets, technology, and disruptive business models through a rigorous panel format. Episodes routinely dissect AI infrastructure, memory cycles, hyperscaler capex, and the evolving software/enterprise stack, blending macro context with deep-dive analyses of chipmakers, AI accelerators, and cloud infrastructure. The show frequently features a rotating panel of experienced analysts and industry veterans who translate complex tech and market developments into actionable investment perspectives, making it especially valuable for institutional investors, family offices, and funds seeking timely, research-driven insights. A notable strength is the breadth of guest expertise—from e... more

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Which podcasts are similar to AlphaTarget PULSE?

These podcasts share a similar audience with AlphaTarget PULSE:

1. Dumb Money Live
2. The Master Investor Podcast with Wilfred Frost
3. All-In with Chamath, Jason, Sacks & Friedberg
4. The Meb Faber Show - Better Investing
5. Big Technology Podcast

How many episodes of AlphaTarget PULSE are there?

AlphaTarget PULSE launched a year ago and published 21 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. Ayvin Bjerke
2. Irnest Kaplan
3. Damia Othman
4. Anirban Mahanti
5. Oyvind Bjerke

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