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Nifty IT has broken below its 200 DMA. I have an extreme bearish bias, but I feel we can see 200 WMA sometime in 2025 and it will break that also and that will mark multi-year bear market for IT sector. Its a permanent albatross around Nifty's neck.

If you read this and don’t understand why it’s happening it’s an opportunity to reset your understanding of how the real world works. The real world will need a ton of help actually getting agents going in the enterprise. Companies have legacy tech stacks they need to modernize, data in tons of fragmented tools, knowledge that isn’t captured or digitized, and change management needed to actually utilize agents effectively. And they have to do all this while still running their business day-to-day, unlike startups. This is why there is so much opportunity for companies (software or services) to actually deploy agents in specific domains and workflows. This remains a big opportunity for both existing services providers but also tons of new startups as well. Every new technology wave produces a new era of consulting firms that can deliver on that technology. It’s also why the FDE model is going to be alive and well for a long time because companies will want to have their vendor actually help drive the change management and implementation for their new workflows. The people aren’t going away. Far from it.

Bessent just revealed the real endgame. It's the storage. 🇮🇷 Iran's Kharg Island oil storage: filling up fast. 📅 Days away from full capacity. When storage fills → Iran must stop pumping. When Iran stops pumping → the real damage begins. ⚠️ You can't just flip oil wells back on. 🛢️ Shut-in wells develop pressure imbalances 🔧 Clogging damages reservoir flow capacity 💸 Restarting requires expensive, time consuming rework 📉 Production capacity may NEVER fully recover Every day the blockade holds Iran lose $400M in revenue Subscribe to my newsletter link in my bio

S Naren would probably be in 60s You don't know anything about his life, family, kids, risk appetite, goals, contentment levels He can keep changing his investment from time to time If tomorrow he invests in active funds - the lesson would be to invest in active funds ?

OFSS Be like:- 🤫 😂

US Tech near ATH. Indian IT near 2023 lows. US Tech is doing capex. Indian IT is providing dividends.