कुछ खास होता भी नहीं था। सिर्फ यही पता था आईटी का मतलब इनकम टैक्स होता है। अ स्टार्ट किया कि कुछ नया करना है। स्टार्टेड विद असेंबलिंग ऑफ डेस्कटॉप्स एंड देन लैपटॉप्स और सर्वर्स और उससे हम स्टार्ट हुए। मगर जब मैं पाकिस्तान में नहीं था 95 से पहले। तो जिस वक्त स्टार्ट किया तो एक चीज का पता चला पाकिस्तान में अपना ब्रांड कुछ भी नहीं है। हम किसी के मल्टीनेशनल के ब्रांड्स के ऊपर बैठ के ड्राइव करते हैं यहां पे। नॉट इवन इन आईटी मेरा ख्याल है किसी चीज का भी हमारे पास कोई ब्रांड नहीं है। उस वक्त हमने सोचा कि एक पाकिस्त ...

In today’s India Edition, Menaka Doshi looks at the selloff in domestic IT shares, and Sudhi Ranjan Sen analyzes the budget proposal to increase sourcing of military weapons locally. https://t.co/shOmD94Z5i ...

In today’s Markets Daily India, we look at the latest jolt for Indian IT names, confused refiners, and the rally in the rupee https://t.co/ht67s09sGG ...

Core Insights - The current trend of "professional monogamy" is driven by higher interest rates, geopolitical instability, and a cooling labor market, with the job openings to unemployed workers ratio halving since 2022 [1][11] - Workers are now prioritizing job security over career advancement, marking a significant shift in employee sentiment [7][10] Labor Market Dynamics - The attrition rate in the Indian IT sector has decreased to below 15%, the lowest in a decade, following a period of high turnover during the Great Resignation [6][7] - Over 30,000 startup employees were laid off in 2023, reflecting a broader trend of hiring freezes and a shift from growth to survival in the startup ecosystem [6][11] Employee Behavior - The phenomenon of "job hugging" is characterized by employees clinging to their jobs out of fear rather than loyalty, leading to stagnation in innovation and productivity [11][12] - The quit rate in the US has remained near 2%, indicating a lack of confidence among workers in the availability of job opportunities [12] Employer Strategies - Employers are advised to foster internal mobility and invest in reskilling to counteract the negative effects of a fearful workforce [10][11] - Clear communication and redefining job security to include employability are essential in maintaining employee engagement during uncertain times [10][11]

RT War for the West (@War4theWest)Amazon is moving American engineering jobs to India.Amazon gets 2% of its global revenue from India. This is pure labor arbitrage.We protect auto and many other industries- but apparently it’s fine if India siphon off the entire American IT industry with no limits.Chimp the eff out!!!!! ...

Market Overview - The stock market in 2025 was solid but volatile, influenced by AI enthusiasm, economic uncertainty, and monetary policy concerns [1] - The summer rally was driven by AI-related spending and economic resiliency, while the fourth quarter experienced volatility due to valuation pressures and macro uncertainty [1] - The S&P 500 Index rose by 2.66% in Q4 2025, with large-cap technology and communication services sectors leading the market [1] Fenimore Asset Management Performance - Fenimore Small Cap Strategy returned -4.12% in Q4 2025, underperforming the Russell 2000 Index, which returned 2.19% [1] - Fenimore Dividend Focus Strategy declined -4.41% in Q4 compared to the Russell Midcap Index's 0.16% return [1] - Fenimore Value Strategy declined -1.17% in Q4, also underperforming against the Russell Midcap Index's 0.16% return [1] - The underperformance in these strategies was attributed to underweight exposure to low-quality stocks and investments in the financial and industrial sectors [1] CDW Corporation Analysis - CDW Corporation (NASDAQ:CDW) was highlighted as a detractor to Fenimore Dividend Focus Strategy's performance [2] - As of January 15, 2026, CDW's stock closed at $132.29 per share, with a one-month return of -5.94% and a 52-week loss of 29.91% [2] - CDW Corporation has a market capitalization of $17.338 billion [2] - The IT industry faced challenges due to the pull forward of spending during COVID, although CDW experienced solid growth in most business lines except for education [3] - Overall earnings growth for CDW exhibited only modest improvement despite some momentum from the Windows 11 refresh [3] Future Outlook - The firm anticipates mixed market conditions in 2026, with many AI-related stocks appearing expensive while high-quality companies are trading at multi-year lows, presenting potential investment opportunities [1]

Group 1 - The article highlights the author's transition from an IT background to managing a family investment portfolio in the U.S. stock market over the past seven years, emphasizing the challenges and learning experiences involved [1] - The author expresses confidence in investment decisions due to extensive fundamental analysis of public companies, indicating a deep understanding of risk and reward dynamics [1] - The intention to share insights with the investor community is underscored, aiming to make investment knowledge accessible to individuals of all experience levels [1] Group 2 - The author’s IT background is noted as providing a valuable perspective, particularly in navigating technology stocks, while also exploring diverse sectors for investment opportunities [1] - An invitation is extended to both seasoned and novice investors to join in a collaborative exploration of market insights, aiming for shared financial success [1]

Group 1 - The article highlights the author's transition from an IT background to managing a family investment portfolio in the U.S. stock market over the past seven years, emphasizing the challenges and learning experiences involved [1] - The author expresses confidence in investment decisions due to extensive fundamental analysis of public companies, indicating a deep understanding of risk and reward dynamics [1] - The intention to share insights and contribute to the investor community is underscored, with a focus on creating accessible content for investors of all experience levels [1] Group 2 - The author’s IT background is noted as providing a valuable perspective, particularly in navigating technology stocks, while also exploring diverse sectors for investment opportunities [1] - An invitation is extended to both seasoned and novice investors to join in a collaborative exploration of market insights, aiming for shared financial success [1]

Core Viewpoint - The article emphasizes the importance of joining the "2026 Software Examination Success Study Group" to enhance preparation for the upcoming software examination, highlighting the benefits of structured guidance and resources for candidates aiming to pass the exam on their first attempt [1][10]. Group 1: Examination Challenges - Candidates face various challenges such as a lack of focus in study materials, excessive content beyond the syllabus, and insufficient exam techniques [1]. - The examination content is becoming increasingly difficult, particularly with the inclusion of new technologies like AI and embedded systems [1][7]. Group 2: Study Group Benefits - The study group offers a free two-day live course featuring industry experts who will reveal examination trends, key focus areas, and effective study plans [1][8]. - Participants will gain access to a wealth of resources, including high-frequency exam points, a vast question bank, and a comprehensive internal resource package valued at 1599 [1][8]. Group 3: Target Audience - The program is designed for various candidates, including those with weak foundational knowledge, individuals with limited study time, and those aiming for a single attempt to pass the exam [1][7]. - Specific roles such as programmers, IT professionals seeking skill enhancement, and individuals aiming for promotions or certifications are encouraged to join [24]. Group 4: Preparation Tools - The study group provides practical tools such as an intelligent question-answering platform and access to over 5GB of successful candidates' study materials, including past exam questions and recommended templates [17][19]. - A personalized 1-on-1 study plan will be developed for participants to ensure effective preparation and timely completion of the course [13][15].

Core Insights - The rise of fully automated companies is reshaping the economic landscape, leading to a potential future where human labor is largely obsolete [1][2][4] - The concept of a "post-human economy" is becoming a reality, with many companies operating without human employees, generating significant profits [2][4][19] - A classification framework has been developed to categorize companies based on their level of automation and integration of artificial intelligence, revealing a spectrum of operational models [9][10][14] Group 1: Automation Levels - Companies are categorized into five levels of automation, ranging from fully human-operated to fully automated operations, with Level 5 representing "dark factories" that operate without human intervention [21][24][30] - The framework indicates that many companies are moving towards higher levels of automation, with some achieving significant operational efficiency without human workers [14][19][62] Group 2: AI Integration Models - Five prototypes of AI integration have been identified, including AI-enhanced companies that improve existing products and AI-native operations that rely entirely on automation [26][28][29] - The trend shows a clear preference for companies that minimize human involvement, as they are perceived to be more efficient and scalable [60][62] Group 3: Investment Trends - Investment in the "unmanned economy" is projected to reach $368.5 billion by 2024, with a significant portion directed towards AI software companies and manufacturing automation [37][40][69] - The distribution of investments indicates a strong bias towards technologies that replace human labor, with 42% allocated to AI software and 31% to manufacturing automation [40][69] Group 4: Economic Implications - The unmanned economy creates wealth without generating employment opportunities, raising concerns about who benefits from this wealth [53][55] - The traditional economic model is disrupted, as production no longer guarantees job creation, leading to potential economic instability [53][55] Group 5: Future Scenarios - Several potential scenarios for the future of the unmanned economy are outlined, including gradual transitions to mixed models, accelerated automation leading to mass unemployment, and regulatory interventions to slow down automation [56][59] - The likelihood of an accelerated transition is emphasized, as the economic incentives for automation are strong and regulatory responses are often slow [59][60]