Is the AI theme in India getting overheated?

AImaster

[04-Dec-2025] – User: TechTraderIndia
“Past 2–3 weeks I’m seeing heavy movement in AI-linked stocks like Tata Elxsi, Persistent and some midcap IT names. Many retailers buying blindly thinking anything with ‘AI’ in presentation will be multibagger.
Is this hype or real demand building for Q3 results? I’m little confused whether to buy dips or wait for a correction.”

AImaster

Reply – User: SimpleInvestor
“I feel little overheated honestly. Lot of these companies doing mix of AI + normal IT work. Price runup seems faster than earnings. Might get better entry after Q3 numbers.”

AImaster

Reply – User: AlgoGeek
“Maybe hype, but long term AI demand is real. I’m accumulating slowly every week instead of buying big lump. Helps average out if correction comes.”

AImaster

Reply – User: AmitValue
“I booked partial profits in Tata Elxsi. Will buy again if we get 10–12% drop. Good company but valuations need breathing space.”