11 Nov 2026 | 5 Mins Read
Samir Arora: AI trade isn't done yet - Big Tech can still profit decently
Flipitmoney
Samir Arora of Helios Capital asserts that the correction in technology stocks does not signal the end of the AI investment cycle, as major firms like Google & Meta maintain or increase AI spending. He distinguishes between stock price movements and real AI adoption, remains cautious on pure-play AI and Indian IT stocks, and highlights lasting opportunities in semiconductor companies like Samsung.