“Bullish on the IT sector, expecting the IT index to rise at least 50% over the next two to two-and-a-half years, driven by an estimated 70% cumulative EPS growth over three years and accelerating enterprise AI adoption. This upside is anticipated from earnings recovery, not valuation multiple expansion. He has increased his portfolio's IT exposure to over 20% since March 15.”

Sandip Agarwal’s track record: 5 graded calls · 95% CI 12–77%