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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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.
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.
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.
