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

Core Insights - Super Micro Computer (NASDAQ: SMCI) has raised its FY26 revenue outlook to $36 billion following its Q1 FY26 earnings report [1] Company Summary - Super Micro Computer is a prominent player in the AI server market, indicating strong growth potential in this sector [1] Industry Context - The company operates within the technology sector, specifically focusing on artificial intelligence, which is a key area of growth in the current market landscape [1]

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]

Core Insights - The article highlights Uttam's expertise 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 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 experience in Silicon Valley with leading technology firms like Apple and Google adds credibility to Uttam's research and insights [1]

Core Insights - The iPhone 17 is positioned as a potential catalyst for an iPhone upgrade supercycle, despite its controversial design [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 [1] - Uttam has experience leading teams at major technology firms, including Apple and Google, prior to his current research role [1] - He co-authors The Pragmatic Optimist Newsletter, which is frequently cited by prominent publications like the Wall Street Journal and Forbes [1] Group 2: Research Focus - The research conducted by Uttam also encompasses other sectors, including MedTech, Defense Tech, and Renewable Energy [1]