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UiPath Stock's Historic AI Pivot Won Me Over (Rating Upgrade) (NYSE:PATH)
Seeking Alpha· 2025-10-11 11:02
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. ...
Palo Alto Networks $19B Surprise Few Saw Coming
Seeking Alpha· 2025-09-28 12:14
Group 1 - 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 diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the industry [1]
CoreWeave: Another OpenAI Multibillion DollarDeal Likely
Seeking Alpha· 2025-09-23 13:18
Core Insights - The article highlights Uttam's focus on growth-oriented investment analysis, particularly in the technology sector, including semiconductors, artificial intelligence, and cloud software [1] - Uttam has a background in leading teams at major technology firms like Apple and Google, which adds credibility to his research [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by leading publications, indicating its influence in the investment community [1] Sector Focus - Key sectors of research include semiconductors, artificial intelligence, cloud software, MedTech, Defense Tech, and Renewable Energy [1] - The technology sector is emphasized as a primary area of investment analysis, reflecting its growth potential [1] Publication and Influence - The newsletter authored by Uttam and Amrita Roy is frequently cited by prominent publications such as the Wall Street Journal and Forbes, showcasing its relevance and authority in the field [1]
What AI Bubble? Alphabet's Business Is Booming
Seeking Alpha· 2025-08-24 10:51
Core Insights - The article highlights Uttam's focus on growth-oriented investment analysis, particularly in the technology sector, including 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 by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Uttam's prior experience in Silicon Valley with leading technology firms such as Apple and Google adds credibility to his research and insights [1] Sector Focus - The technology sector is emphasized as a primary area of research, with specific attention to semiconductors, AI, and cloud software [1] - Other sectors of interest include MedTech, Defense Tech, and Renewable Energy, suggesting a diversified approach to investment analysis [1]
Strategy Q2: Bitcoin Yield Bonanza
Seeking Alpha· 2025-08-01 12:30
Company Overview - Strategy Inc. (MSTR), formerly known as MicroStrategy, reported Q2 earnings that exceeded expectations by 32 times, with earnings of 7 cents per share [1] Analyst Background - The analysis is conducted by Uttam, a growth-oriented investment analyst focusing on the technology sector, including semiconductors, artificial intelligence, and cloud software [1] - Uttam has experience leading teams at major technology firms such as Apple and Google, and co-authors The Pragmatic Optimist Newsletter, which is cited by prominent publications [1]