Hunting For AI Bubbles? Look Outside Of AI But Stay Invested

Core Insights - The article highlights the expertise of Uttam, a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, artificial intelligence, and cloud software [1] - Uttam's research extends to other sectors such as MedTech, Defense Tech, and Renewable Energy, indicating a broad analytical scope [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife, is recognized by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Prior experience in Silicon Valley with leading technology firms like Apple and Google adds credibility to Uttam's insights [1] Sector Focus - The technology sector remains a primary focus, with specific emphasis on semiconductors, AI, and cloud software, which are critical for future growth [1] - The inclusion of MedTech, Defense Tech, and Renewable Energy suggests a diversified approach to investment analysis, potentially identifying emerging opportunities [1]