“Aditya Shah of Hercules Advisors is bullish on the IT sector for patient, long-term buyers, despite anticipating muted results and uncertain management commentary in the upcoming earnings season due to slowing client spending and AI disruption. He argues that largecap IT names are attractive at current de-rated valuations (P/E 10-18x, 3-4% dividend yield), which adequately capture the slowdown.”

Aditya Shah’s track record: 7 graded calls · 95% CI 8–64%