AppLovin: Alphabet's Project Genie Threat Is An Irrational Excuse

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] 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 also 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 extends beyond technology to include sectors like MedTech, Defense Tech, and Renewable Energy [1]