Polycab correction a buying opportunity, AI capex to drive cable demand: Gurmeet Chadha - CNBC TV18
Bubble signal: 0 · NeutralRelevance 30MarketsGlobal
Source: Google News: AI bubble · Published 2026-09-04
Summary
Gurmeet Chadha believes that the correction in Polycab's stock is a buying opportunity, as AI-related capex will drive cable demand. This view suggests that the AI infrastructure investment boom is spreading to broader supply chain sectors.
Bubble analysis
This news indicates that AI capex is spreading to supply chain sectors like cables, potentially fueling optimism about AI infrastructure investment, but it lacks specific data, so its direct impact on bubble assessment is limited.
#ai-capex#polycab#cable-demand
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