Prateek Prakash

@vishnuagarwal64 Indeed in-depth analysis. Infosys play book applies to every IT company based in India. Cash should be used to do acquisition instead of dividends and share buy-back.

Infosys is doing nearly everything right. That’s what makes this interesting. Maximus is working. Deal wins are record-breaking. Case studies with Ralph Lauren (12% revenue lift), Hertz (60% cost cut), and BP (50 AI agents) are genuinely world-class. Offshore mix is shifting. Capital returns are strong. And growth is still stuck at 2 to 3%. This is the defining tension of the Indian IT industry in the AI era. The companies that adopt AI fastest hollow out their own revenue base most aggressively. The companies that don’t adopt fast enough get undercut by competitors who do. There is no winning move. Only the less-losing ones. Infosys is playing the less-losing game better than most. That’s the investment thesis, the risk, and the story all at once. The deal pipeline tells you demand. The guidance tells you what demand is actually worth.

Infosys just did something confusing at its FY26 earnings call. - Signed $14.9 billion in large deals, up 24% YoY. Biggest TCV in its history. - Then guided FY27 revenue growth at 1.5 to 3.5%. - The deal pipeline says boom. The guidance says barely moving. Here’s what the contradiction actually means: 1/13

#Gold Remembering that Wave (c) is supposed to be 5 sub-waves. The pain does not seem to be fully over yet ... There could be a double dip. #learning from Guru jee @nishkumar1977

In 2:30 hr webinar @sushilkedia analysed #Nifty going to 27000+ & exactly which of its 50 stocks are where on the cycle. As #CSR effort, what is priced INR 2500, can be availed free: To get registration link: -Follow us [So we can DM] - Retweet -Nice Replies Help

Nandan Nilekani says he's impressed by PM Modi’s understanding and vision to utilise AI Congress must be fuming

#MAANALU Constricting now ... #Learning

#SBICARD It is time to Palat !!! #learning

Shame on you @airindia I am flying to Bangalore on AI2845 I paid for seat 10A as being a kidney transplant recipient I wanted to be comfortable But to my surprise I am alloted seat 22B Firstly I have paid a premium to block a seat and I am shamelessly told that the payment is not to block the seat Really!!! Why do you charge money then??? This is a joke And then the staff is blaming me for not checking the boarding pass when it was given to me at the counter And then the offer to refund the money This is simply not acceptable If you can't block the seat why do you charge money This is not about a refund This is about ethics

@ScottAdamsSays RIP Scott

A Final Message From Scott Adams

Indira Gandhi, HJ Bhabha, Raja Ramanna, R Chidambaram, PK Iyengar, Homi Sethna, NS Venkatesan, PR Roy. Atal Bihari Vajpayee, APJ Abdul Kalam, K Santhanam, Satinder Sikka, Anil Kakodkar, GR Dikshitulu. Memorise these names. We are not Ukraine or Venezuela because of them.

@CNBCTV18Live @ShereenBhan @nimeshscnbc @_prashantnair Very sad. Highly capable Fund Manager we lost. May his soul rest in peace.

Siddhartha Bhaiya, a veteran fund manager and the Managing Director of Aequitas, passed away at the age of 47 #SiddharthaBhaiya #SidBhaiya #Stock #StockMarket

#subexltd Has it broken out?