Chakri Lokapriya believes that while midcap IT stocks continue to generate faster order flow compared to largecaps, he would not invest in them due to their recent run-up. However, companies like KPIT, Mphasis, Coforge, and Birlasoft are performing well with no apparent slowdown in their business momentum. In the cement industry, Dalmia Bharat and JK Cement are considered compelling due to expected capex surge and infra push.