Core Viewpoint - The concern regarding the AI bubble seems to be diminishing, which aligns with previous insights on the semiconductor landscape [1] Group 1: Analyst Background - The analyst, Uttam, specializes in growth-oriented investment analysis, focusing on technology sectors such as 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] - He co-authors a newsletter, The Pragmatic Optimist, which is frequently cited by prominent publications like the Wall Street Journal and Forbes [2] Group 2: Analyst's Position - The analyst holds a beneficial long position in shares of AMD and TSM, indicating a vested interest in these companies [3]

Group 1 - Coherent Corp. (COHR), an AI connectivity solution provider, saw its shares nearly double last year, with significant gains occurring in the last three months of 2025 [1] Group 2 - Uttam, a growth-oriented investment analyst, focuses on technology sectors including semiconductors, artificial intelligence, and cloud software, and also covers MedTech, Defense Tech, and Renewable Energy [2] - Uttam co-authors The Pragmatic Optimist Newsletter, which is frequently cited by major publications like the Wall Street Journal and Forbes [2] - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google in Silicon Valley [2]

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 ...

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 the expertise of Uttam, 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 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 research career, 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] Company and Industry Focus - The technology sector, particularly semiconductors and AI, is identified as a key area for investment opportunities, reflecting ongoing trends in digital transformation and innovation [1] - The mention of MedTech and Defense Tech suggests potential growth areas that may attract investor interest due to increasing demand for advanced technologies in healthcare and national security [1] - Renewable Energy is highlighted as another sector of focus, aligning with global trends towards sustainability and clean energy solutions, which may present long-term investment opportunities [1]

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]

Group 1 - On Semiconductor's share rally from Q1 faced a setback in Q2 before the announcement of a $6 billion share buyback program [1] - The company is positioned in key sectors such as semiconductors, artificial intelligence, and cloud software, which are critical for growth [1] - The management's decision to initiate a significant share buyback indicates confidence in the company's future performance and aims to enhance shareholder value [1]

Core Insights - On Semiconductor's share rally experienced a significant decline in Q2 after a strong recovery from Q1, coinciding with the announcement of a $6 billion share buyback program [1] Company Overview - On Semiconductor is focused on growth within the technology sector, particularly in semiconductors, artificial intelligence, and cloud software [1] Market Context - The semiconductor industry is currently facing volatility, with On Semiconductor's stock performance reflecting broader market trends [1]

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]