Bhupesh Saggar

[Bhupesh Saggar @BSaggar]

@FirstSquawk It’s not only H1B crackdown issue…AI related job cuts are also adversely affecting tech workers. Major tech companies have already announced tens of thousands of job cuts.

[Bhupesh Saggar @BSaggar]

@KobeissiLetter Got to watch the bond market reaction to this tomorrow morning. If the fed independence is questionable, then It’s quite possibly that the bond market will sell off, dollar will weaken, possibly gold & crypto will rally…. thoughts?

[Bhupesh Saggar @BSaggar]

@rinsana Can this cause the bond market sell off?

[Bhupesh Saggar @BSaggar]

@ChicagoBears

[Bhupesh Saggar @BSaggar]

@ManuInvests @lukesagin From the consumer perspective, it’s easier to have one app for AV’s, rather than checking different apps for availability & pricing. Of course there will be more competition in certain markets such as China. where local apps will do better.

[Bhupesh Saggar @BSaggar]

@BleacherReport @NFL

[Bhupesh Saggar @BSaggar]

@ChicagoBears

[Bhupesh Saggar @BSaggar]

@NFLonPrime @NFL @ChicagoBears

[Bhupesh Saggar @BSaggar]

@ManuInvests Since you have studied AV’s, from safety point of view, due you believe that Tesla’s are safer than let’s say a Waymo? It appears to me that Waymo has a lot more SA features built in…thoughts ?recent announcements regarding AV? I do believe UBER will win @BillAckman

[Bhupesh Saggar @BSaggar]

@BillAckman @NYCMayor Not only that the wheels were turned to the right (moving away from the officer), if the officer fired additional gun shots into vehicle through the drivers window, when it clearly away from him, that may go to his intent to kill. Complete investigation will establish the facts.

[Bhupesh Saggar @BSaggar]

@oguzerkan Agreed. Uber is already operating in 70 countries. NVDA developed their product in partnership with Uber. It’s easier for auto manufacturers to deploy their robots taxis using uber. @HalftimeReport totally missed that point yesterday. @ScottWapnerCNBC

[Bhupesh Saggar @BSaggar]

@davidfaber Since it’s a licensing deal and not buying Groq as company would perhaps avoid regulatory issues ? Also, leaving out cloud business seems to be smart given they don’t want to compete with their cloud customers.

[Bhupesh Saggar @BSaggar]

@zerohedge Good time for Trump to step in and take a stake in orcl. Much better value now. Plus Larry Ellison is a strong supporter. 🤔

[Bhupesh Saggar @BSaggar]

@munster_gene What if China doesn’t buy these old chips? NVDA & others have already lost billions of dollars in revenue so far.

[Bhupesh Saggar @BSaggar]

@AFpost Terrible. Praying for his recovery. I hope the police catch the culprit quickly.

[Bhupesh Saggar @BSaggar]

@gurgavin Putin is flexing his muscles…he seems to be further emboldened by Modi & Xi.

[Bhupesh Saggar @BSaggar]

@shaunrein

[Bhupesh Saggar @BSaggar]

@shaunrein Not sure if you are making a political statement or a factual one. Container shipments from China are down significantly

[Bhupesh Saggar @BSaggar]

Why didn’t you out these conflicts during confirmation hearings? 🤔

[Bill Ackman @BillAckman]

I just figured out why @howardlutnick is indifferent to the stock market and the economy crashing. He and Cantor are long bonds. He profits when our economy implodes.

It’s a bad idea to pick a Secretary of Commerce whose firm is levered long fixed income. It’s an irreconcilable conflict of interest.

[Bhupesh Saggar @BSaggar]

Surprisingly high numbers. With stagflation or recession around the corner, all of these numbers are about to get much worse.

As they did after 2008 crisis, blackstone and others will be ready to buy up residential properties at 25 to 50% discount. 🤔

[Michael Burry Stock Tracker ♟ @burrytracker]

6.1 million Americans are behind on their mortgage.

FHA delinquencies just hit 11.03% ��� the highest in years.