I Warned You About Infosys. Here is How to Find the Next Winners.

The traditional IT middleman is dead. Use this proprietary AI screener to track the capital rotation and find where the smart money is flowing now.

Why Sell-Side Research is Expensive Fiction

Sell-side analysts might be the most insulated people in the stock market today.

On the last week of January, a former client forwarded me a report: hold your $1.5 Mn Infosys position for 35% upside. Why? Because the firm was adopting AI to “boost efficiency”.

I genuinely laughed.

The people paid thousands of dollars to analyze tech stocks are often the last to see structural shifts. While they were tweaking their DCF models, the friction to build software had collapsed to nearly zero. I’m not a traditional software engineer, yet I had just shipped two functional applications in a single month using Claude and Cursor.

I told my client the analyst’s thesis was broken. The very next week, the market agreed. Following the Friday launch of Anthropic’s new enterprise AI agents, Indian IT stocks dumped 7% on February 4th along with global tech selloff. The traditional IT services moat wasn’t expanding, it was evaporating.

here is my post on linkedin fro…