“The trade is crowded, the multiples have already compressed, and the alpha is gone.”
Ain’t that...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The author suggests shorting the Indian rupee (INR) due to structural current account deficits and potential multi-year revenue compression in India’s IT services sector from frontier AI models. The post also highlights general market short sentiment toward SaaS, IT consulting companies, Salesforce, Atlassian, and Infosys.
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