INF

INFY

3 tracked calls · 0 long · 3 short · last 90d: 0L/2S

first called by 1000x 5mo ago

INFINFYSHORT1mo ago

“Accenture Crashes Most On Record As AI Threatens Consulting Demand”

zerohedge

AI-driven consulting demand destruction is sector-wide; Infosys faces the same revenue model erosion as Accenture with no record-crash discount yet priced in.

INFINFYSHORT@ $11.02

$12.27-11.29%

since call Jun 18

peak +6.4%

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INFINFYSHORT2mo ago

“he opened a brand new put on Infosys, and that means he thinks AI eats Indian IT outsourcing. Coding agents replace the offshore dev shop”

ThreadGuy

Coding agents eat the offshore dev shop: Aschenbrenner new put on Infosys, shorting AI's labor side

INFINFYSHORT@ $12.40

$12.27+1.12%

since call May 18

peak +17.5%

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INFINFYSHORT5mo ago

“India's outsourced IT service economy may indeed tank … we may see some issues in places that don't adopt AI intelligently”

1000x · Avi Felman

AI coding agents collapse the cost edge of India's labor-arbitrage outsourcing; flagship outsourcer Infosys reprices down.

INFINFYSHORT@ $13.81

$12.27+11.20%

since call Feb 24

peak +25.3%

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