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The creator discusses the Indian IT sector, noting that while many reels call it a 'screaming buy' with 40-...
Jul 15, 2026
The creator discusses the Indian IT sector, noting that while many reels call it a 'screaming buy' with 40-50% discounts and cooling valuations, the reality is more nuanced. They highlight macro softness and geopolitical issues affecting client spending, but emphasize that AI infrastructure spending is not slowing down. The creator believes current AI models are the worst they will ever be and will improve, while GCCs continue to grow. They see a short-term opportunity in Indian IT for a few quarters but not a long-term fix, and personally, they are not very bullish but see limited downside. They will wait for concrete signs of revival like more AI order wins and hiring before investing.
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