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The ‘picks and shovels’ AI trade: Why domestic funds are backing these zero-debt IT firms

While Foreign investors have been selling India's IT stocks, the Domestic smart money is quietly raking up their stakes in 2 IT companies that are at the forefront of the AI transformation. Two AI stocks, one quiet buying pattern, and one big question: are the fund managers onto something?

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Business is moving the AI stack right now, and this update helps explain what changed for builders.

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The ‘picks and shovels’ AI trade: Why domestic funds are backing these zero-debt IT firms

Why it matters: Business is moving the AI stack right now, and this update helps explain what changed for builders.

Source: Financial Express , Read To Lead
https://a2zai.ai/bytes/the-p...
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