you have so much rich data as to perhaps some of the nuances when it comes to Europe versus US. Why Jaime Diamond cares about defense right now is because it's geopolitically important. It's economically important and he's putting $1.5% trillion initiative for the next 10 years.Roger, what was it that you took away from the event in terms of money coming towards defense defense tech in particular. >> Well, really we're seeing this renewed dynamism in the national defense community. I mean, we started the Re ...

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] - Uttam's research extends to 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 experience in Silicon Valley with leading technology firms such as Apple and Google adds credibility to Uttam's insights and analyses [1]

Unfortunately, the Q4 guide was underwhelming, further pressured by the departure of SentinelOne's CFO, who joined just over a year ago. The combination of aUttam 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 areas such as MedTech, Defense Tech, and Renewable Energy. In additio ...

Group 1 - The semiconductor industry, particularly memory and data storage, has shown unexpected growth potential over the past year, challenging previous perceptions of being "old and boring" [1] - Uttam, a growth-oriented investment analyst, focuses on technology sectors including semiconductors, Artificial Intelligence, and Cloud software, indicating a strong interest in these areas for investment opportunities [1] - The analyst has a background in leading teams at major technology firms like Apple and Google, which adds credibility to his insights and research in the technology sector [1] Group 2 - The Pragmatic Optimist Newsletter, authored by Uttam and his wife, is recognized by leading publications such as the Wall Street Journal and Forbes, suggesting a reputable source of investment analysis [1] - The newsletter covers various sectors, including MedTech, Defense Tech, and Renewable Energy, indicating a broad scope of research beyond just technology [1]

Core Insights - AMD's CEO Lisa Su announced a $1 trillion Total Addressable Market (TAM) for AI accelerators, indicating significant growth potential in this sector [1] - The AI accelerator market is projected to grow at a compound annual growth rate (CAGR) of 55-60%, highlighting its rapid expansion [1] Company Insights - AMD is now part of an elite group of companies in the AI accelerator market, alongside only two other firms [1] - The focus on AI accelerators aligns with AMD's strategic direction in the technology sector, particularly in semiconductors and artificial intelligence [1] Industry Insights - The AI accelerator end market is experiencing robust growth, which could present substantial investment opportunities [1] - The technology sector, particularly in areas like semiconductors and cloud software, is a key focus for growth-oriented investment analysis [1]

Core Insights - AMD's CEO Lisa Su announced a $1 trillion Total Addressable Market (TAM) for AI accelerators, indicating a significant growth opportunity in the sector [1] - The AI accelerator market is projected to grow at a compound annual growth rate (CAGR) of 55-60%, highlighting the rapid expansion of this technology [1] Company Insights - AMD is positioning itself among a select group of companies in the AI accelerator market, which includes only two other firms [1] - The announcement reflects AMD's strategic focus on capitalizing on the burgeoning demand for AI technologies [1] Industry Insights - The AI accelerator market is experiencing robust growth, driven by advancements in semiconductors and artificial intelligence [1] - The increasing integration of AI in various sectors is expected to further propel the demand for AI accelerators [1]

Core Insights - The article discusses the skepticism in the market regarding Advanced Micro Devices (AMD) and its strategic shift towards the AI accelerator business [1] Group 1: Company Overview - AMD is making a significant pivot towards the AI accelerator market, which has raised concerns among investors about the company's future performance [1] Group 2: Analyst Background - The analyst, Uttam, specializes in growth-oriented investment analysis with a focus on technology sectors such as semiconductors, artificial intelligence, and cloud software [2] - Uttam has prior experience in Silicon Valley, having led teams at major technology firms like Apple and Google [2]

Core Insights - The article discusses the skepticism in the market regarding Advanced Micro Devices (AMD) and its strategic shift towards the AI accelerator business [1] Group 1: Company Overview - AMD is making a significant pivot towards the AI accelerator market, which has raised concerns among investors about the company's future performance [1] Group 2: Analyst Background - The analyst, Uttam, specializes in growth-oriented investment analysis with a focus on technology sectors such as semiconductors, artificial intelligence, and cloud software [2] - Uttam has prior experience in Silicon Valley, having led teams at major technology firms like Apple and Google [2]

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 experience in Silicon Valley with leading technology firms such as Apple and Google adds credibility to Uttam's insights and analyses [1]

Group 1 - Super Micro Computer (NASDAQ: SMCI) reported its Q1 FY26 earnings, raising its FY26 revenue outlook to $36 billion [1]