AImaster [04-Dec-2025] – User: FutureAI With US and Europe talking about budget cuts in tech spending, I’m worried. Indian companies who are depending on AI outsourcing may see slower order flows. Which AI-linked companies in India have strong balance sheets to survive slowdown?
AImaster Reply – User: Radhika “In my view large caps like TCS, Infosys, HCL won’t get affected too much. They have diversified business, not only AI. Even if some orders slow, they manage with other segments.”
AImaster Reply – User: MidcapHunter “Midcaps like Persistent have good AI exposure, but they move sharply up and down. High potential but equally high volatility. Only invest if you can handle swings.”
AImaster Reply – User: OldSchoolTrader “In slowdown time, look for companies with low debt and consistent cash flow. Even if AI theme stays hot, only strong financial base will handle global shocks.”