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D-Wave Quantum Gains Nvidia's NVQLink Tailwind Ahead Of Q3 ER (Rating Upgrade)
Seeking Alpha· 2025-10-29 20:20
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. ...
Joby Aviation: FAA Catalyst All That Matters Next Week
Seeking Alpha· 2025-10-29 03:06
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. ...
Dutch Bros' Bold New Bet Looks Risky (Rating Downgrade)
Seeking Alpha· 2025-10-26 17:21
分析师背景与专长领域 - 分析师专注于科技行业股票研究 主要覆盖半导体、人工智能和云软件等关键领域 [1] - 研究范围还延伸至医疗科技、国防科技和可再生能源等其他领域 [1] - 分析师曾在硅谷工作 领导过苹果和谷歌等全球大型科技公司的团队 [1] - 分析师与其妻子共同撰写The Pragmatic Optimist通讯 该通讯定期被华尔街日报和福布斯等领先出版物引用 [1]
QuantumScape Q3: Bold 2025 Outlook Signals Major Pivot (NYSE:QS)
Seeking Alpha· 2025-10-26 13:14
文章核心观点 - 投资者在分析QuantumScape的现金消耗图表时 会看到该公司的两种不同前景 [1] 分析师背景 - 分析师Uttam专注于成长型投资 其股票研究主要覆盖科技行业 [2] - 重点研究领域包括半导体、人工智能和云软件 同时亦关注医疗科技、国防科技和可再生能源 [2] - 分析师Uttam与其妻子Amrita Roy共同撰写The Pragmatic Optimist Newsletter 该通讯常被《华尔街日报》和《福布斯》等主流出版物引用 [2] - 在发布研究之前 分析师Uttam曾在硅谷工作 领导过包括苹果和谷歌在内的全球最大科技公司的团队 [2]
Apple: A 2019 Repeat To Year End Rally Very Likely (NASDAQ:AAPL)
Seeking Alpha· 2025-10-23 01:07
Who would have ever thought that the iPhone 17, sporting one of the most polarizing designs for an iPhone ever, could be at the center of a possible iPhone upgrade supercycle?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 ...
Apple: A 2019 Repeat To Year End Rally Very Likely
Seeking Alpha· 2025-10-23 01:07
Who would have ever thought that the iPhone 17, sporting one of the most polarizing designs for an iPhone ever, could be at the center of a possible iPhone upgrade supercycle?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 ...
Astera Labs: I'm Going All In To Steal This AI Gem (Rating Upgrade)
Seeking Alpha· 2025-10-15 18:12
分析师背景与专长领域 - 分析师Uttam专注于成长型投资研究 其股票研究主要集中于科技行业[1] - 重点研究领域包括半导体 人工智能和云软件等关键行业[1] - 研究范围还涵盖医疗技术 国防技术和可再生能源等其他领域[1] - 分析师Uttam曾于硅谷工作 领导过包括苹果和谷歌在内的全球大型科技公司的团队[1]
TeraWulf's 'Google Put' Is Groundbreaking
Seeking Alpha· 2025-10-14 01:33
公司战略方向 - 公司今年目标为使其数据中心基础设施布局多元化,从加密货币挖矿业务转向其他领域 [1] 分析师研究背景 - 分析师专注于科技行业股票研究,关键领域包括半导体、人工智能和云软件 [1] - 研究范围还涵盖医疗技术、国防技术和可再生能源等其他领域 [1] - 分析师曾在硅谷工作,为包括苹果和谷歌在内的全球大型科技公司领导团队 [1]
TeraWulf's 'Google Put' Is Groundbreaking (NASDAQ:WULF)
Seeking Alpha· 2025-10-14 01:33
Just like many of its crypto miner peers, TeraWulf Inc. (NASDAQ: WULF ) also started off this year with one goal in mind—to diversify its data center infrastructure footprint away from crypto miningUttam 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, Defen ...
Nvidia: Expect Big Updates For NVLink This Week (Rating Upgrade)
Seeking Alpha· 2025-10-13 18:39
英伟达的转型时期 - 自2022年11月ChatGPT在全球发布以来,英伟达正经历前所未有的转型时期 [1] 分析师背景 - 分析师Uttam专注于科技行业投资研究,关键领域包括半导体、人工智能和云软件 [2] - 其研究范围还涵盖医疗科技、国防科技和可再生能源等其他领域 [2] - 分析师曾在硅谷工作,领导过苹果和谷歌等全球最大科技公司的团队 [2]