AMD's 2026 An EPYC Year - MI450x Not The Only Tailwind
AMDAMD(US:AMD) Seeking Alpha·2026-01-28 10:19

Core Insights - The article highlights the expertise of Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, artificial intelligence, and cloud software [1] Group 1: Analyst Background - Uttam has 10 years of experience in investment banking and has worked with major technology firms like Apple and Google [1] - He co-authors The Pragmatic Optimist Newsletter, which is frequently cited by prominent publications such as the Wall Street Journal and Forbes [1] Group 2: Research Focus - The research conducted by Uttam also encompasses sectors like MedTech, Defense Tech, and Renewable Energy, indicating a broad analytical scope beyond just technology [1]