Seeking Alpha·2025-09-18 12:40Core Insights - The article highlights a growing trend in consumer behavior where individuals are increasingly engaging in shopping through chat platforms, indicating a shift in e-commerce dynamics [1] Group 1: Analyst Background - Uttam is a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, artificial intelligence, and cloud software [1] - His research also encompasses MedTech, Defense Tech, and Renewable Energy, showcasing a diverse analytical approach [1] - Uttam has prior experience in Silicon Valley, having led teams at major technology firms like Apple and Google, which adds credibility to his insights [1] Group 2: Publication and Influence - Uttam co-authors The Pragmatic Optimist Newsletter, which is recognized and cited by prominent publications such as the Wall Street Journal and Forbes [1] - The newsletter's influence in the industry reflects the quality and relevance of the research conducted by Uttam and his team [1]