Pending — not yet graded
“Large-cap IT stocks are likely to face further derating and earnings downgrades due to unresolved operational challenges. The sector faces structural disruption from AI, which could reduce manpower needs by 20-30% over 3-4 years, leading to prolonged revenue weakness, especially as global peers trade at lower valuations.”
GV Giri’s track record: 3 graded calls · 95% CI 0–56%
Nifty MetalBearishCalled 26 Feb 2026
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