The last quarter has been a phenomenal vote of confidence for a coming structural swing up towards the adoption of optical connectivity solutions and components for the AI DC (data center).Uttam 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, ...

AI connectivity solution provider Coherent Corp.'s ( COHR ) shares almost doubled last year, but most of the heavy lifting was only done in the last 3 months of 2025.Uttam 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. I ...

I have been bullish on Micron Technology, Inc. ( MU ) through the last year but downgraded the company after my analysis showed that Micron’s shares were priced for perfection.Uttam 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 ...

Core Viewpoint - Micron Technology, Inc. has been viewed positively over the past year, but recent analysis indicates that its shares are currently overvalued, leading to a downgrade of the company's stock rating [1]. Group 1: Analyst Background - The analyst, Uttam, specializes in growth-oriented investment analysis, focusing on the technology sector, particularly in semiconductors, artificial intelligence, and cloud software [2]. - Uttam has experience working in Silicon Valley with major technology firms like Apple and Google, which adds credibility to his research [2]. Group 2: Research Focus - The research conducted by Uttam also encompasses other sectors such as MedTech, Defense Tech, and Renewable Energy, indicating a broad analytical scope [2]. - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife, is recognized and cited by prominent publications like the Wall Street Journal and Forbes, showcasing the influence of their insights [2].

Industry Overview - The crypto miner industry remains an intriguing area for investors, particularly following significant stock corrections experienced in Q4 of the previous year [1] Analyst Background - Uttam is a growth-oriented investment analyst focusing on the technology sector, with particular emphasis on semiconductors, artificial intelligence, and cloud software [2] - His research also encompasses MedTech, Defense Tech, and Renewable Energy, and he co-authors a newsletter that is frequently cited by major publications [2] - Prior to his research career, Uttam led teams at prominent technology firms, including 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 also researches other sectors such as MedTech, Defense Tech, and Renewable Energy, indicating a broad analytical scope [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 to his current role, Uttam gained experience in Silicon Valley, leading teams at major technology firms including Apple and Google, which adds credibility to his insights [1] Sector Focus - The primary sectors of focus for Uttam's research include semiconductors, artificial intelligence, and cloud software, which are critical areas for growth in the technology industry [1] - Additional sectors of interest include MedTech, Defense Tech, and Renewable Energy, reflecting a diverse investment landscape [1]

Uttam 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 addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

Uttam 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 addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

Core Viewpoint - The company, Alphabet, has seen its shares gain recognition in the current quarter, which is viewed positively by shareholders [1]. Group 1: Analyst Background - The analyst, Uttam, specializes in growth-oriented investment analysis, focusing on the technology sector, including semiconductors, artificial intelligence, and cloud software [2]. - Uttam has experience working in Silicon Valley with major technology firms like Apple and Google, leading teams [2]. Group 2: Analyst's Position - The analyst holds a beneficial long position in Alphabet shares through various means such as stock ownership and options [3]. - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [3].

Core Viewpoint - Micron Technology is preparing to report its Q1 FY26 earnings, raising the question of whether High Bandwidth Memory (HBM) is a cyclical commodity, which could significantly impact its valuation of $283 billion [1] Group 1: Company Overview - Micron Technology is a key player in the semiconductor industry, focusing on memory and storage solutions [1] - The company is expected to provide insights into its performance and market conditions in the upcoming earnings report [1] Group 2: Analyst Background - Uttam, a growth-oriented investment analyst, specializes in technology sector research, including semiconductors, AI, and cloud software [1] - He has a background in leading teams at major technology firms like Apple and Google, contributing to his expertise in the field [1]