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

Puru Saxena

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. 

Episodes

  1. JAN 23

    AI Data Centers in SPACE + EU Tariff

    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!

    34 min
  2. JAN 9

    2026 Stock Market Outlook + AI, Self-Driving, Humanoids & Memory Boom Insights

    Dive into the latest market pulse with Puru Saxena and the AlphaTarget team as we unpack the 2026 stock market outlook and the hottest themes shaping investing this year! After a volatile 2025 — marked by tariff shocks, a massive recovery, Fed rate cuts, the end of QT, and a sharp rotation out of AI/hypergrowth names into cyclicals and small-caps (Russell 2000) — we explore why this is likely just a healthy pause. Rate cuts remain a powerful tailwind for long-duration growth stocks, with many AI and quality growth names now deeply oversold and primed for a strong rebound in the coming 6-12 months. Historically, the S&P 500 rallies ~15% in the year following the first rate cut after a pause — the setup looks favorable! Our expert panel breaks down the key 2026 themes: Self-Driving & Robotaxis — The tech works (Waymo Level 4 fleets + Tesla coast-to-coast drives). The big question now: Who scales commercial robotaxis fastest? Watch partnerships (e.g., NVIDIA + Mercedes) and geographic expansions in major cities. Humanoid Robots — Still early-stage, but 2026 is pivotal for proving real-world usefulness beyond demos. Key events: Tesla's Optimus 3 unveiling (expected H1 2026) + 1X starting home shipments — expect viral YouTube moments! Enterprise AI & Platform Wars — Who wins the orchestration layer (Salesforce, ServiceNow, etc.) for AI agents automating workflows? The sticky control layer could command massive pricing power amid fragmented enterprise systems. Frontier AI Models — Google's Gemini surged to ~20-21.5% traffic share (SimilarWeb Jan 2026 data), closing in on dominant ChatGPT (still ~64-68%). We track if Gemini catches up further and whether Anthropic's Claude + xAI's Grok differentiate or commoditize. Hyperscaler Capex & AI Investment — Massive spending continues (now ~1% of GDP), with room to double per historical tech cycles. Data center vacancy at record lows (1.6%), pre-leased capacity high — watch for any hints of slowdown or excess. Memory & Storage Explosion — Micron's share price tripled + SanDisk's 6x+ rally in recent months on severe HBM/HBF shortages for AI workloads. Demand outstrips supply, sold-out 2026 capacity, and pricing power — but is the cyclical upcycle extended, or has AI changed the game? Hosted by Puru Saxena (@saxena_puru) with insights from Oyvind (big picture), Damia (data queen), and Irnest (numbers man). Whether you're positioned in growth, watching AI infrastructure, or hunting the next rotation — this episode delivers actionable insights on markets, tech disruption, and where the real opportunities lie in 2026.

    26 min
  3. 11/14/2025

    Tech Stocks + Q3 Earnings Roundup

    Welcome to AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing. In this episode, we unpack the biggest news from the past weeks: Trump ends the historic government shutdown and proposes $2,000 tariff-relief dividends; SoftBank exits Nvidia for $5.83B to fuel AI bets; Anthropic's $50B U.S. AI infra push; Michael Burry's massive shorts on Palantir (60% of portfolio) and Nvidia; and Tesla shareholders greenlight Elon Musk's ~$1T compensation package.Puru breaks down the bullish stock market outlook: Fed rate cuts + QT end as tailwinds for growth stocks, AI boom echoing 1998 tech mania, seasonal Q4 strength, and historical ~15% S&P gains post-rate-cut pauses.Then, our analysts dive deep into Q3 2025 earnings: Anirban on Alphabet's $100B+ quarter, Cloud surge, Gemini's rise, and why "death of Search" is overblown. Oyvind on Tesla's record deliveries, unsupervised FSD confidence, Optimus 3 reveal, and new Tesla Terrafab chip plans. Damia on Palantir's 121% U.S. commercial explosion + Cloudflare's AI inference boom, revenue acceleration, and sky-high valuations (PLTR 79x EV/R, NET 32x). Anirban returns for Microsoft's AI demand outpacing supply + AWS's 20% growth and $125B CapEx. Oyvind wraps with XPeng's controversial humanoid robot demo, 2026 mass production, and Robotaxi trials. --    AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions.

    33 min
  4. 10/03/2025

    How AI is Reshaping Investing and the Stock Market

    Understanding AI's market cycle and its potential parallels with historical technological advancements will help guide its implementation in investment strategies and emerging markets. Host Puru Saxena (veteran money manager and founder of money management firms in Hong Kong) introduces his panel of expert financial analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) to discuss recent developments in AI, technology, and business trends.  The team unpacks the $300 billion partnership between OpenAI and Oracle, and what it means for the future of AI infrastructure. Drawing on their wealth of experience, they explore not only the technological implications of these AI developments but also how they could positively, or negatively, impact the way we operate within the stock market and broader business landscape.  Meet the panellists:  Puru Saxena – Built and managed two Hong Kong–based investment firms (2001–2016) before selling to a listed asset manager. A frequent guest on Bloomberg, CNBC, BBC, and CNN, he now shares insights with 380,000+ followers on X (@saxena_puru).  Irnest Kaplan – Equity analyst turned founder of a boutique research firm, recognised as South Africa’s #1 analyst in Computing and Electronics. Holds a BSc in Electrical Engineering (cum laude) and is a CFA Charterholder.  Oyvind Bjerke – Investor and researcher with experience at Arceau Family Office, MMC Ventures, Peel Hunt, and Berenberg, specialising in disruptive tech and thematic research. MSc in Behavioural Finance (distinction) and MA (Hons) in Economics and Accounting.  Anirban Mahanti – Technology and machine learning specialist, former Director of Research at The Motley Fool (Australia), and co-author of 70+ peer-reviewed papers. Holds a PhD and MSc in Computer Science.  Damia Othman – Experienced in banking and equity research, with roles at Citibank Malaysia, Affin Hwang Investment Bank, KAF Equities, and TA Securities. BA (Hons) in Business Economics from the University of Exeter.  --   AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions.

    33 min
  5. 09/25/2025

    Trailer - AlphaTarget PULSE

    From 3 October 2025, AlphaTarget PULSE delivers timely insights on markets, business, technology and investing. 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.   New episodes are released every other Friday at 7am EST.   Meet the panellists:    Puru Saxena – Former Founder and Portfolio Manager of two Hong Kong based money management firms (2001–2016), regular guest on Bloomberg, CNBC, BBC and CNN. His firm was acquired by 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.

    1 min

Trailer

Ratings & Reviews

5
out of 5
4 Ratings

About

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. 

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