Before you begin reading my upgraded thesis about Super Micro Computer (NASDAQ: SMCI ) below, there are three things you must know about my views on this company.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 ad ...

Before you begin reading my upgraded thesis about Super Micro Computer (NASDAQ: SMCI ) below, there are three things you must know about my views on this company.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 ad ...

Group 1 - Nvidia announced a Q3 earnings report that significantly exceeded market expectations, indicating strong performance in the technology sector [1] - The announcement may signal a pivotal moment for the markets, potentially influencing investor sentiment and market dynamics [1] Group 2 - The technology sector, particularly semiconductors and artificial intelligence, remains a focal point for growth-oriented investment analysis [2] - Research in related areas such as MedTech, Defense Tech, and Renewable Energy is also being conducted, highlighting the diverse opportunities within the technology landscape [2]

Core Insights - Arista Networks (ANET) has not benefited from the current enthusiasm surrounding AI networking and connectivity companies, despite the overall market interest in AI technologies [1] Group 1: Company Overview - Arista Networks is positioned within the technology sector, specifically focusing on networking and connectivity solutions [1] - The company has been overlooked in the context of the AI bubble that has affected market sentiments this year [1] Group 2: Analyst Background - The analysis is conducted by Uttam, a growth-oriented investment analyst with a focus on technology sectors such as semiconductors, artificial intelligence, and cloud software [1] - Uttam has prior experience in leading teams at major technology firms like Apple and Google, enhancing the credibility of the research [1]

Last week, AMD’s ( AMD ) Lisa Su announced the $1 trillion TAM , joining an elite club of the AI accelerator end market estimated to be growing at 55-60% CAGR rates. Only two other AI accelerator companies form a partUttam 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 suc ...

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 - Figma, Inc. released its Q3 earnings report earlier this week, highlighting its position in the collaborative design cloud software market, often compared to Adobe Inc. [1] Group 2 - The technology sector, particularly areas such as semiconductors, artificial intelligence, and cloud software, remains a focus for growth-oriented investment analysis [2]