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Accenture Doesn’t Deserve Such Irrational Gloom (Upgrade) (NYSE:ACN)
Seeking Alpha· 2025-09-17 21:58
No IT services company has been hit harder by the U.S. Government’s cost-cutting measures than managed services leader Accenture (NYSE: ACN ). From being one of 2021’s biggest winners to 2025’s biggest loser is not something many investors wouldUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research als ...
Arista Networks: Oracle's 'Nuclear' Backlog Changes Everything
Seeking Alpha· 2025-09-11 11:41
When I published my coverage on an outstanding Q2 ER by Arista Networks (NASDAQ: ANET ) last month, I noted that the AI networking company’s management was being deliberately conservative in their CY25 guidance (despite theUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other are ...
AppLovin: S&P 500 Vindication - At Last!
Seeking Alpha· 2025-09-06 12:39
Core Insights - AppLovin has faced skepticism regarding the sustainability of its digital advertising business in the current year [1] Company Overview - AppLovin is publicly traded on NASDAQ under the ticker APP [1] Analyst Background - Uttam is a growth-oriented investment analyst focusing on technology sectors such as semiconductors, artificial intelligence, and cloud software [2] - He has experience leading teams at major technology firms like Apple and Google [2]
Roku Setting Up For Major 12-18 Months Ahead
Seeking Alpha· 2025-09-05 07:58
Group 1 - Roku has experienced significant changes since its pre-pandemic growth, particularly in its streaming stick business, which was once the core of its operations [1] - The company is now navigating a more competitive landscape in the streaming industry, indicating a shift in its business model and strategy [1] Group 2 - The technology sector remains a focal point for growth-oriented investment analysis, with particular emphasis on semiconductors, artificial intelligence, and cloud software [2] - Other sectors of interest include MedTech, Defense Tech, and Renewable Energy, showcasing a diverse investment approach [2] - The Pragmatic Optimist Newsletter, authored by an experienced analyst, is recognized by major publications, indicating credibility and influence in the investment community [2]
IonQ About To Explode Higher Like In 2023
Seeking Alpha· 2025-09-03 19:09
Group 1 - The quantum computing domain is rapidly evolving with many players striving for commercial viability [1] Group 2 - Uttam is a growth-oriented investment analyst focusing on technology sectors such as semiconductors, artificial intelligence, and cloud software [2] - His research also covers MedTech, Defense Tech, and Renewable Energy [2] - Uttam co-authors The Pragmatic Optimist Newsletter, which is cited by major publications like the Wall Street Journal and Forbes [2] - Prior to his research career, Uttam led teams at major technology firms including Apple and Google [2]
Marvell Technology Fails On The Only Growth Metric That Matters
Seeking Alpha· 2025-09-03 09:03
Group 1 - The article presents a neutral thesis on Marvell Technology (NASDAQ: MRVL), contrasting with the recent influx of bullish coverage on the Seeking Alpha platform [1] Group 2 - The author, Uttam, is a growth-oriented investment analyst focusing on the technology sector, including semiconductors, artificial intelligence, and cloud software [2] - Uttam has experience leading teams at major technology firms such as Apple and Google, contributing to his expertise in the field [2]
Nvidia's Q2 Preview: The GB300 Surprise Few See Coming
Seeking Alpha· 2025-08-18 09:16
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 has a background in leading teams at major technology firms like Apple and Google, which adds credibility to his research [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by leading publications, indicating its influence in the investment community [1] Sector Focus - Key sectors of research include semiconductors, artificial intelligence, cloud software, MedTech, Defense Tech, and Renewable Energy [1] - The technology sector is emphasized as a primary area of investment analysis, reflecting its growth potential [1] Publication and Influence - The newsletter authored by Uttam and Amrita Roy is frequently cited by prominent publications such as the Wall Street Journal and Forbes, showcasing its relevance and authority in the field [1]
I'm Buying CoreWeave's Insatiable GPU Hunger (Double Upgrade)
Seeking Alpha· 2025-08-17 01:09
Core Insights - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a broad interest in various high-growth industries [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 to his current role, Uttam gained significant experience in Silicon Valley, leading teams at major technology firms such as Apple and Google, which adds credibility to his insights [1]
CAVA Group Q2: Hope Beyond Beef (Upgrade)
Seeking Alpha· 2025-08-13 06:59
Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife Amrita Roy, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google in Silicon Valley, emphasizing his extensive experience in the industry [1]
Archer Aviation Q2: Ramping Up The Runway
Seeking Alpha· 2025-08-12 14:19
Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse range of interests within the technology landscape [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife Amrita Roy, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google in Silicon Valley, emphasizing his extensive experience in the industry [1]