SMH: AI Bubble? Chip Stocks Are Rewriting History

Core Viewpoint - The 'AI Bubble' is now a significant factor distinguishing bullish and bearish sentiments in the current stock market [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 [2] - His research also encompasses MedTech, Defense Tech, and Renewable Energy [2] - Uttam co-authors The Pragmatic Optimist Newsletter, which is frequently cited by major publications like the Wall Street Journal and Forbes [2] - Prior to his research career, Uttam led teams at major technology firms in Silicon Valley, including Apple and Google [2] Group 2: Analyst's Position - The analyst holds a beneficial long position in shares of AMD, TSM, and MU through various financial instruments [3]