“The IT sector may be nearing a bottom, as the market has overreacted to AI's long-term impact, pricing in an extreme 'falling off the cliff' scenario. Large-cap IT stocks now offer attractive dividend yields, potentially drawing in value buyers. The upcoming earnings season will be crucial for insights into AI cost reduction, new pricing models, and cash deployment, marking a shift for IT from a growth to a value portfolio component.”

Sunil Subramaniam’s track record: 14 graded calls · 95% CI 12–55%