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Tech

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Lindy Briefing

Here's your Lindy Briefing on Tech:

THE SIGNAL: Ransomware attacks are projected to rise 50% in 2025, targeting major tech vendors like Microsoft, Apple, and Oracle, according to Cyble. Mutual funds are increasing their holdings in Dixon Tech, with Motilal Oswal leading with 36.1 Lakh shares, followed by Kotak and Nippon. Kaynes Tech is also seeing increased investor interest, with Motilal Oswal and Kotak holding significant ownership.
THE FRICTION: While multiple brokerages are highlighting Kaynes Tech as a stock pick, the IndiGo example serves as a cautionary tale about tech claims not always aligning with business reality, creating uncertainty about the long-term viability of certain tech-driven investments.
THE NOISE: Headlines like "Tech Now" and "Tech Life" are too broad to provide actionable information and likely represent general interest pieces rather than significant market-moving events.
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2026-02-012026-02-28

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