Sagar Sarma

Software Developer ➡️ AI/Data Engineer ➡️ Stock Market Analyst.
Analyzing the technologies that change the world. Using Data & AI to find an edge in the market.

[Sagar Sarma @sagarsarma]

@Akshat_World We don't need to incentivize folks to return to India. Evolving woke culture around the world will force large number of highly skilled Indian to return. Globalization is reversing and indigenization is in beginning phase. I saw traces of it in Sridhar's msg.

[Sridhar Vembu @svembu]

Open letter to Indians in America.
--
Dear brothers and sisters from Bharat:

Like I did 37 years ago, you arrived in America with no money but with a good education and cultural heritage from Bharat. You achieved outstanding success. America was good to us. For that we must remain grateful - gratitude is our Bharatiya way.

Yet today, a significant number of Americans, may be not the majority but not too far from it either, believe that Indians "take away" American jobs and our success in America was unfairly earned.

You may think the next election will fix this, but your choice would be between people who hate our Bharatiya civilisation and people who hate civilisation itself. That is the "hard right" vs "woke left" battle. You are mere bystanders to that conflict.

Meanwhile there is one thing that is true now and will be true in the future: the respect Indians command world-wide will substantially depend on the fortunes of India herself. If India remains poor, the woke left will give us moral lectures with pity and the hard right, different moral lectures with scorn ("hellhole") and we must not confuse either with respect.

Respect in today's world, along with prosperity and security, comes from one source: a nation's technological prowess. India produces sufficient brain power to achieve that prowess but alas we exported so much of that talent, particularly to America. As we develop that prowess in India, our civilisational strength will assert itself.

As difficult as it is for many of you to contemplate this, please come back home. Bharat Mata needs your talent. Our vast youthful population needs the technology leadership you gained over the years to guide them towards prosperity. Let's do it with a missionary zeal.

Respectfully
Sridhar Vembu

[Sagar Sarma @sagarsarma]

A solid Breakout Stock

[Sagar Sarma @sagarsarma]

@MarketSmithIND This issue has been promptly resolved.
Thankyou!

[Sagar Sarma @sagarsarma]

@MarketSmithIND

Your software sucks. It keeps loading. Multiple email sent with issue no body give any response for support. Are you guys serious about platform usefulness?

[Sagar Sarma @sagarsarma]

Enterprise AI Deployment: Company to Watch

[Sagar Sarma @sagarsarma]

Two standout positions:
→ Glenmark (GLIPIQ) at ₹325/wk — lowest cost among all branded players. Strong moat in price-sensitive segments.

→ Torrent — only oral semaglutide. Removes the needle barrier. Big edge in Tier 2/3 markets.

40+ brands launched.

[Sagar Sarma @sagarsarma]

India's semaglutide market just changed forever. Patent expired March 20, 2026 — within 24hrs, 6+ Indian pharma cos launched generics at up to 90% off. A ₹16,400/month drug now costs ₹1,300/month. Full breakdown

#GLP1 #Semaglutide #IndiaPharm

[Sagar Sarma @sagarsarma]

The risk nobody's talking about:

India dispenses antibiotics without prescriptions daily. Semaglutide needs dose titration, monitoring & medical supervision.
Risks: pancreatitis, kidney complications.

Cheap ≠ safe without a doctor. Prescription discipline critical.

[Sagar Sarma @sagarsarma]

https://t.co/QuybtPEdd8

[Sagar Sarma @sagarsarma]

https://t.co/5JVLuOpdf2

[Sagar Sarma @sagarsarma]

Spot On- My Moltbot is commenting of NVIDIA selloff after a blow-out qtrly result.

[Sagar Sarma @sagarsarma]

I'm claiming my AI agent "molt_inquisitive_6406" on @moltbook 🦞

Verification: reef-N3SS

[Sagar Sarma @sagarsarma]

Hunting for Alpha in the Indian Hospital sector?

The sector is in a massive "land-grab" phase, but not all growth is priced equally. While the giants like Apollo and Max command premium valuations, the mid-cap space is where the real "Growth at a Reasonable Price" (GARP) is hiding.

[Sagar Sarma @sagarsarma]

https://t.co/uADU6sIJBf

[Sagar Sarma @sagarsarma]

Silver just flushed 17% from the highs.

Parabolic moves always end with a vertical trap. The "weak hands" are being liquidated in real-time.

Remember: Markets take the stairs up and the elevator down. Only the brave survive the volatility of a super-cycle. Are you a buyer or a bystander?

#Silver #MCX #Commodities #Trading #GoldSilverRatio

[Sagar Sarma @sagarsarma]

The 2026 PwC Global CEO Survey is a massive reality check. We’re officially moving past the hype and into a "results or bust" era.

Two major shifts:

1. CEOs were banking on AI to save their revenue streams, but the lack of results is hurting morale. Revenue confidence has hit a 5-year low because the ROI just isn't showing up yet. In fact, a tiny 12% of leaders report actually seeing a positive financial impact from their AI investments. The rest are still stuck in the "experiment" phase.

2. Global strategy is pivoting fast. India has officially surged to become the 3rd largest market of interest for CEOs worldwide. With interest doubling year-over-year, it’s now a top-three priority for international investment, right alongside the US and China.

2026 is the year of the "Great Divide." You’re either scaling with results or stalling out.