When I published my coverage on an outstanding Q2 ER by Arista Networks (NASDAQ: ANET ) last month, I noted that the AI networking company’s management was being deliberately conservative in their CY25 guidance (despite theUttam 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 are ...