Alphabet's Google Cloud Is Pulling An 'Nvidia' (NASDAQ:GOOG)

Core Insights - The article highlights Uttam's focus on growth-oriented investment analysis, particularly in the technology sector, including semiconductors, artificial intelligence, and cloud software [1] - Uttam's research extends to MedTech, Defense Tech, and Renewable Energy, showcasing a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by major publications like the Wall Street Journal and Forbes, indicating its influence in the investment community [1] - Uttam's prior experience in Silicon Valley with leading technology firms such as Apple and Google adds credibility to his research [1]