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's research extends to other sectors such as MedTech, Defense Tech, and Renewable Energy, indicating a broad investment interest [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized and cited 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 like Apple and Google adds credibility to Uttam's research and insights [1]

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 current role, Uttam gained experience in Silicon Valley, leading teams at major technology firms such as Apple and Google, which adds credibility to his insights in the technology sector [1]

Group 1 - Palo Alto Networks is experiencing a challenging start to the year, influenced by factors such as tariff uncertainty, macroeconomic slowdown concerns, and reductions in government spending [1] Group 2 - The analyst, Uttam, specializes in growth-oriented investment analysis, focusing on sectors like semiconductors, artificial intelligence, and cloud software, along with MedTech, Defense Tech, and Renewable Energy [2] - Uttam has a background in leading teams at major technology firms, including Apple and Google, before his current research endeavors [2] Group 3 - There are no disclosed stock or derivative positions held by the analyst in any mentioned companies, nor plans to initiate such positions in the near future [3] - The article reflects the author's opinions and is not compensated beyond Seeking Alpha [3] Group 4 - Seeking Alpha clarifies that past performance does not guarantee future results and does not provide specific investment recommendations [4] - The views expressed may not represent those of Seeking Alpha as a whole, and the analysts may not be licensed or certified [4]