Editor's note: Seeking Alpha is proud to welcome Sandeep Gupta as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Sandeep Gupta is a technology investment analyst and writer specializing in semiconductor companies, AI infrastructure providers, and enterprise technology markets, bringing a strategic business perspective to evaluating technology investment ...