Seeking Alpha·2025-12-18 15:11Core 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 and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Prior to his current role, Uttam gained significant experience in Silicon Valley, leading teams at major technology firms including Apple and Google, which adds credibility to his analyses [1] Sector Focus - The primary sectors of focus for Uttam's equity research include semiconductors, artificial intelligence, and cloud software, which are critical areas for growth in the technology industry [1] - The inclusion of MedTech, Defense Tech, and Renewable Energy in his research portfolio suggests a strategic approach to identifying diverse investment opportunities across various high-growth sectors [1]