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

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

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

Written by: Puru Saxena
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 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.  AlphaTarget PULSE is a production of AlphaTarget, a premier research firm which specialises in uncovering disruptive, rapidly growing companies in the public markets, equipping investors with actionable insights to stay ahead in today’s ever-evolving business landscape. Our firm is trusted by a wide range of investors including individuals, family offices, financial advisers, funds and wealth managers and our research subscription educates and empowers investors to make smarter decisions.  Meet the Panellists: Puru Saxena – Former Founder and Portfolio Manager of two Hong Kong based money management firms (2001–2016) and a regular guest on Bloomberg, CNBC, BBC and CNN. His firm was acquired by a listed asset management company in 2016. Today, he shares his investment insights with 380,000+ followers on X (@saxena_puru). Irnest Kaplan – Former Equity Analyst at Societe Generale and Founder of a boutique research firm for 22 years. Recognised multiple times as South Africa’s #1 analyst in Computing and Electronics by institutional investors. BSc in Electrical Engineering (Cum Laude) from the University of the Witwatersrand, South Africa and CFA Charterholder. Oyvind Bjerke – Former Investor at Arceau Family Office and Research Manager at MMC Ventures. Previously Equity Analyst at Peel Hunt and Berenberg, specialising in disruptive technology and thematic research. MSc in Behavioural Finance (Distinction) from Warwick Business School and an MA (Honours) in Economics and Accounting from the University of Edinburgh.  Anirban Mahanti – Former Director of Research and Portfolio Manager at The Motley Fool (Australia) with expertise in disruptive technologies and machine learning. Co-author of over 70 peer-reviewed papers and has consulted for industry. Ph.D. and MSs in Computer Science from the University of Saskatchewan and a BE from Birla Institute of Technology, India. Damia Othman – Former Manager at Citibank Malaysia. Previously, VP at Affin Hwang Investment Bank and sell-side analyst at KAF Equities and TA Securities covering consumer and autos. BA (Honours) in Business Economics from the University of Exeter, UK. AlphaTarget Pulse is a production of Alpha Target Limited, a company registered in Jersey (Channel Islands). The opinions expressed in this podcast and the information provided are for informational and educational purposes only and are not to be construed as investment advice. You should consult with your own registered investment adviser or other qualified financial professional before making any investment decisions. Economics Personal Finance
Episodes
  • The Tide Is Turning on AI and Software Stocks

    The Tide Is Turning on AI and Software Stocks
    Feb 20 2026
    What does new research on multi-turn large language models (LLMs) signal for agentic artificial intelligence, enterprise automation and long-term monetization models? As these systems move from single prompts to sustained, decision-driven workflows, the commercial implications for enterprise software, productivity and margin expansion are becoming clearer. In this episode of AlphaTarget PULSE, host Puru Saxena is joined by an expert panel to examine how artificial intelligence is shifting from experimentation to measurable business impact. Drawing on real-world experience across finance, technology and global capital markets, the panel brings multiple perspectives on valuation, capital allocation and risk management in today’s evolving economy. The panel explores: Artificial intelligence monetization: How AI agents embedded in enterprise software are expanding margins, driving recurring revenue, and creating second-order winners across data infrastructure, semiconductor suppliers and cybersecurity platforms. Infrastructure and capital cycles: Why the current cloud computing capital expenditure cycle could be longer and larger than expected, and how robotics adoption is improving productivity across manufacturing and logistics. Commercial adoption curves: The real-world timeline and investment implications of autonomous driving technology, plus how leading ecommerce platforms are using artificial intelligence to optimize pricing, advertising and fulfilment. Valuation and portfolio strategy: Which growth stocks have genuine earnings power versus narrative momentum, how disruptive stocks are being priced in tightening financial conditions, and how to position portfolios within today’s evolving economy and global finance landscape.
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    44 mins
  • Market Mayhem, AI & Software

    Market Mayhem, AI & Software
    Feb 6 2026
    Welcome back to AlphaTarget Pulse — your deep dive into markets, business, technology, and investing. In this episode, our expert panel breaks down the wild rotation out of high-growth tech/AI stocks, the irrational fears around an "AI bubble" vs. "AI killing software," and why Google's Q4 2025 results (released after close) confirm the AI capex cycle is roaring ahead.Joined by: Irnest (CFA, top-ranked SA analyst, ex-Societe Generale) – our numbers man Anirban (PhD CS, ex-Motley Fool Australia Research Director) – Bleeding Edge tech insights Damia (ex-Citibank/investment banking) – our data queen AI workloads set to triple by 2030 (McKinsey), with inference surging 5x at ~35% CAGR CoreWeave CEO: Inference now >50% of workloads (up from 35% recently) Google Q4: Search +17% YoY, Cloud +49% to $17.7B, Gemini >750M MAUs, 2026 CapEx $175–185B (massive beat) Software TAM to grow 3x by 2037 (9%+ CAGR), agentic AI as tailwind for infra/cyber Why "vibe coding" won't kill mission-critical SaaS anytime soon Historical parallels: Cloud shift didn't destroy incumbents — AI likely rhymes Macro tailwinds: Rate cuts, QT end, strong US GDP momentum → setup for growth stock rebound Key highlights: We separate hype from reality: This pullback looks like a classic rotation, not the end of AI/software growth. Oversold names could deliver big gains ahead.
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    39 mins
  • AI Data Centers in SPACE + EU Tariff

    AI Data Centers in SPACE + EU Tariff
    Jan 23 2026
    Welcome back to AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing. In this episode, we dive deep into the explosive topic of building AI data centers in space – why tech giants like Google (Project Suncatcher), Nvidia-backed Starcloud, Blue Origin, and even China are taking it seriously. We explore the massive energy advantages (constant solar power, 5-20x cheaper energy), the key bottlenecks (launch costs, Starship's potential game-changer in 2026), and which workloads (training vs. inference) could thrive in orbit despite latency challenges. We also break down recent market rotation after Fed rate cuts and QT end – why AI/software stocks pulled back but remain in early innings with strong fundamentals (McKinsey: AI workloads 3x by 2030, inference 5x at 35% CAGR). Plus, our take on the macro tailwinds, oversold growth names, and S&P 500 historical post-rate-cut rallies. Finally, we discuss the wild geopolitical volatility from President Trump's tariff threats on European nations over Greenland – and how a last-minute "framework" deal eased the pressure, but uncertainty lingers. Join host Puru Saxena with our expert panel: Irnest (CFA, top-ranked analyst, ex-Societe Generale) Anirban (PhD CS, ex-Motley Fool Australia) Damia (ex-Citibank & investment banks) Oyvind (ex-Peel Hunt, Berenberg, Arceau family office) AlphaTarget publishes in-depth research on high-growth, disruptive public companies. Want access? Check out our subscription at https://alphatarget.com Subscribe for more episodes every couple of weeks, like if this added value, and drop a comment: Do you think AI data centers in space will happen in 5 years or 10+? Thanks for watching – see you in the next one!
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    34 mins
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