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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.
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Welcome to Episode 6 of AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing.In this episode, Puru kicks off with a bullish stock market outlook amid Fed rate cuts and the end of QT, drawing parallels to the late-90s tech rally in today's AI boom.Then, our analysts dive deep:Consumer Focus with Damia:
A viral Substack claims $140K is the new poverty line for a US family of four – we break down the reality vs. official figures.
Inflation's bite: Everyday items up 4-19% YoY, hitting consumer spending hard.
Underperforming consumer sectors YTD and looming 2026 risks from tariffs, weak dollar, and stretched budgets.
Generative AI competition: ChatGPT's dominance slipping as Gemini surges to ~15% traffic share.
Distribution as the ultimate moat – Apple/Siri flips, Meta's Llama in billions of apps.
Open-weight models (Llama 4, DeepSeek) as disruptors vs. closed giants.
Google's unmatched war chest: TPUs, cash pile, and ecosystem dominance.
2027 leaderboard predictions and wild ideas like orbital data centers revolutionizing compute costs.
AI Landscape with Irnest & Anirban:
Welcome to AlphaTarget Pulse – your podcast on markets, business, technology and investing.In this episode we break down:
Why the end of QT + rate cuts is rocket fuel for growth stocks (and why the recent AI pullback is just rotation, not the start of a bear market)
NVIDIA’s Q3 beat: the key takeaways, GPU lifespan debate, power constraints, and whether Google’s Gemini 3 + TPUs can actually dent Nvidia’s moat
The real implication if inference compute gets 30-50% cheaper in 2026-2027 (spoiler: the winners probably aren’t who you think)
Why breaking the “just add 10× more GPUs” scaling arms race could be the best thing that ever happened to AI innovation
The rise of the “Neoclouds” – 100-200% growth pure-play AI infrastructure companies that are eating the hyperscalers’ lunch on speed, cost, and customisation
Klarna’s first post-IPO earnings: record revenue, US exploding, credit quality holding up… but why the stock is still down 40% and whether it’s finally cheap
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.
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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.
Dive deep into the humanoid robotics revolution, Fed rate cuts + QT-end impact on stocks, and shocking new AI "survival drive” news! In this packed episode:
850+ global leaders call for a pause on super intelligence development
AI models now resist shutdown – sci-fi becoming reality?
Nvidia starts U.S. AI chip production
Fed cuts rates 25bps, ends QT 1 Dec – bullish for AI/growth stocks
Full panel breakdown: Tesla Optimus vs Figure AI vs 1X vs Apptronik
Our expert team:
Anirban (PhD, ex-Motley Fool) – Why AI + GPUs = general-purpose robots
Oyvind (ex-Peel Hunt) – Who’s winning the humanoid race?
Irnest (CFA, ex-SocGen) – $38B humanoid market by 2035 + home robot ROI math
Damia (ex-Citi) – Tesla’s manufacturing edge & Nvidia’s chip dominance
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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.
Dive into the AlphaTarget Pulse podcast as we unpack the latest in markets, AI and autonomous driving technology. Kicking off with hot news: OpenAI's ChatGPT apps, Broadcom's AI accelerator collaboration, Google's Gemini Enterprise launch, Fed's QT end & rate cuts signalling a bull run for AI growth stocks and Trump's China tariffs sparking market volatility.Our expert pane —Irnest (CFA - our numbers man), Anirban (PhD Computer Science - Mr. Bleeding Edge), Damia (our data queen), and Oyvind (our big-picture guy)— breaks down autonomous driving:
Tesla's vision-only edge vs Waymo's sensor fusion: Which wins short-term and scalability?
Robotaxi rollout hurdles: Safety, regulations, and why it'll take years to hit millions of vehicles.
Ride-hailing survival: Uber, Lyft & Grab partnering with AV fleets—threat or synergy?
Investment playbook: Pure-play AV stocks vs Alphabet/Tesla
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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.
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.
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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.
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.
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