Archive - UncoverAlpha

Alternative data report for Q1 2024 - Ad Sector, Cloud, AI, Semiconductors

Job openings looking for skills related to generative AI continue to rise with companies. Meta's Advantage+ and Google's Performance Max continue to…

Mar 24 •

January 2024

Google: The Innovator's Dilemma is real

In this article, I will explain my thoughts on Google and why I recently sold it. My concerns have recently grown stronger due to the emergence of LLMs…

Jan 27 •

July 2023

AWS, Azure, GCP. What makes them different in the eyes of customers? - research

This article is about my recent research on the three big cloud hyper scalers. Given the recent revelations, I am breaking down how big are AWS, Azure…

Jul 15, 2023 •

Meta firing on all cylinders?

I decided to focus on a few most important things for long-term investors. One is the traction of Reels. The second one is WhatsApp which is finally…

Jul 6, 2023 •

June 2023

Generative AI - which industries and what companies stand to benefit

We are really at the early beginnings of what this technology is capable of. We touch on many things already, and the future, as I see it, is companies…

Jun 13, 2023 •

December 2022

META short-term profits vs long term vision

this year Meta’s stock price shows how sentiment can drive stock prices to extremes. Almost exactly 1 year ago, Meta was trading at a market cap of $1…

Dec 2, 2022 •

September 2022

Google the Golden Goose of the Internet

In this article, I am diving deep into a company everyone knows because they probably encounter its products on a daily basis - Google. I also dive into…

Sep 23, 2022 •

August 2022

Amazon the company that is taking over the world with economies of scale

In this article, I am doing a deep dive into Amazon. While almost everyone knows Amazon as the e-commerce giant and maybe also as the software cloud…

Aug 28, 2022 •

July 2022

Meta’s challenges - the narrative vs reality

An article addressing and elaborating on three main concerns investors have with the company. The rise of TikTok, Apple privacy change and the…

Jul 11, 2022 •

February 2022

The inevitable Tech Clash: Chip designers vs Computing platforms

In today’s technology era, most people cannot imagine living & working without technology. Especially after the pandemic, the adoption only got faster…

Feb 28, 2022 •

November 2021

The Assets of the Metaverse

This year I took a step deeper and really explored what the so-called Metaverse could be like and what assets could be interesting to own as an investor…

Nov 27, 2021 •

Airbnb: The harder you fall, the stronger you rise

Airbnb is another one of my portfolio companies. I will break down my investment thesis on them as to why they are one of my portfolio companies and…

Nov 18, 2021 •

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