# ![@Ajay_Bagga Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::86437069.png) @Ajay_Bagga Ajay Bagga

There is no news or social post specifically about Ajay Bagga. However, several posts mention the impact of US visa rules and interest rate changes on the Indian economy and companies. The US Federal Reserve and other central banks are considering interest rate cuts, while new US visa rules, including a $100,000 fee for H-1B visas, may affect Indian IT companies and workers.

### Engagements: [------] [#](/creator/twitter::86437069/interactions)
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### Mentions: [--] [#](/creator/twitter::86437069/posts_active)
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### Social Influence

**Social category influence**
[finance](/list/finance)  #6165 [stocks](/list/stocks)  17.65% [countries](/list/countries)  16.99% [technology brands](/list/technology-brands)  12.42% [exchanges](/list/exchanges)  #4265 [cryptocurrencies](/list/cryptocurrencies)  3.92% [financial services](/list/financial-services)  #173 [celebrities](/list/celebrities)  3.27% [travel destinations](/list/travel-destinations)  2.61% [currencies](/list/currencies)  1.96%

**Social topic influence**
[ai](/topic/ai) #4496, [in the](/topic/in-the) 11.76%, [stocks](/topic/stocks) #901, [gold](/topic/gold) #2920, [more than](/topic/more-than) #1295, [data](/topic/data) #3317, [iran](/topic/iran) 4.58%, [bitcoin](/topic/bitcoin) 3.92%, [level](/topic/level) 3.92%, [anthropic](/topic/anthropic) 3.92%

**Top accounts mentioned or mentioned by**
[@mindfulness2050](/creator/undefined) [@multibaggerbymm](/creator/undefined) [@grok](/creator/undefined) [@sathishpgw](/creator/undefined) [@drvarunpain](/creator/undefined) [@singhraj1551989](/creator/undefined) [@eagleeyestrades](/creator/undefined) [@mera_daur](/creator/undefined) [@jayeshjgd24](/creator/undefined) [@indiafirstlover](/creator/undefined) [@mevalueinvestor](/creator/undefined) [@gyanend10106217](/creator/undefined) [@deshbhakt2026](/creator/undefined) [@niveshpartners](/creator/undefined) [@zeebusiness](/creator/undefined) [@cafechesscm](/creator/undefined) [@visson8](/creator/undefined) [@chanchal_1608](/creator/undefined) [@wasimanjum](/creator/undefined) [@chain_alphax](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Bank of America (BAC)](/topic/bank-of-america) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Big Tech shares slide for third day with AI stocks under pressure"  
[X Link](https://x.com/Ajay_Bagga/status/2019566837927928176)  2026-02-06T00:20Z 279.7K followers, [----] engagements


"Investors pulled roughly $523 million from BlackRock's flagship iShares Bitcoin Trust on Tuesday according to data from Farside Investors marking the fund's largest single-day withdrawal since its launch. Bitcoin a bellwether for crypto markets fell below $90000 this week its lowest level in seven months. https://twitter.com/i/web/status/1991349912601260518 https://twitter.com/i/web/status/1991349912601260518"  
[X Link](https://x.com/Ajay_Bagga/status/1991349912601260518)  2025-11-20T03:36Z 279.4K followers, 11.4K engagements


"US and European equities got a boost Thursday with a gauge of chipmakers climbing to a record after earnings from Taiwan Semiconductor Manufacturing Co. bolstered sentiment. The tech bellwether jumped 4.4% to a record close in US trading lifting shares of Nvidia Corp. and ASML Holding NV. https://twitter.com/i/web/status/2011974593838559589 https://twitter.com/i/web/status/2011974593838559589"  
[X Link](https://x.com/Ajay_Bagga/status/2011974593838559589)  2026-01-16T01:31Z 279.3K followers, [----] engagements


"Sequoia Capital is set to make a significant first-time investment in the AI start-up Anthropic as part of a major funding round expected to raise $25 billion or more The Financial Times reported"  
[X Link](https://x.com/Ajay_Bagga/status/2013423623177150758)  2026-01-20T01:29Z 279.4K followers, [----] engagements


"Top performing currencies in [----] vs the US Dollar"  
[X Link](https://x.com/Ajay_Bagga/status/2013546756412448860)  2026-01-20T09:38Z 279.3K followers, [----] engagements


"Textile sector to benefit from India EU FTA. EU imports US$125bn of textiles & apparels of which India has a 5-6% share. China (30%) is the largest. While Bangladesh & Pakistan have another 20% share these countries benefit from zero tariffs; vs. up to 10% for India. The FTA bringing Indian textile duties on par with its South Asian neighbors will be a key positive particularly with the US tariff imposition of 50% significantly impacting this sector. @p_janak @rajitabagga @republic https://twitter.com/i/web/status/2013797497848898038 https://twitter.com/i/web/status/2013797497848898038"  
[X Link](https://x.com/Ajay_Bagga/status/2013797497848898038)  2026-01-21T02:15Z 279.3K followers, 39.3K engagements


"Gold as a % of Global FX Reserves is still around 25%. On a historical basis this is far away from Peak Gold of the 1970s/80s when Central Banks held 60-70% of their Reserves in Gold. The US Dollar went fron 20% of Global Reserves to a Peak of 60% in the 2000s. US Dollar's share is going down and Gold is gaining share. But if History Rhymes there is a lot more price action coming for Gold. as Central Banks mean revert their Gold holdings to the Peak 60-70% of Reserves. Trades based on DebasementDe-Dollarisation Diversification and Derisking all work for Gold Appreciation. This could be a 50"  
[X Link](https://x.com/Ajay_Bagga/status/2014851229277651100)  2026-01-24T00:02Z 279.4K followers, 245.4K engagements


"Lawsuit Claims Meta Can See WhatsApp Chats in Breach of Privacy An international group of plaintiffs sued Meta Platforms Inc. alleging that the company has made false claims about the privacy and security of its WhatsApp chat service"  
[X Link](https://x.com/Ajay_Bagga/status/2015487723046596867)  2026-01-25T18:11Z 279.3K followers, [----] engagements


"Takaichi Warns Japan Is Ready to Act on Speculative Moves Japanese Prime Minister Sanae Takaichi sent a fresh warning to financial markets amid a weakening yen and surging bond yields saying the government will be ready to take actio"  
[X Link](https://x.com/Ajay_Bagga/status/2015488399202017668)  2026-01-25T18:14Z 279.3K followers, 17.1K engagements


"Top cities for venture funding in [----]. Bengaluru makes the cut in the ranks of the world's top most cities . Wonderful to see these rankings and India's Garden City thriving "  
[X Link](https://x.com/Ajay_Bagga/status/2016074150780252341)  2026-01-27T09:01Z 279.5K followers, [----] engagements


"Starbucks US sales increase for first time in two years"  
[X Link](https://x.com/Ajay_Bagga/status/2016581103709278412)  2026-01-28T18:36Z 279.3K followers, [----] engagements


"Fidelity enters crowded stablecoin field with new FIDD token"  
[X Link](https://x.com/Ajay_Bagga/status/2016582006910722114)  2026-01-28T18:39Z 279.3K followers, [----] engagements


"India's benchmark 10-year bond yield has risen by a quarter of a percentage point since December to an 11-month high of 6.72% while overnight money market rates have stayed above the RBI's key policy rate of 5.25%. The LSEG benchmark rate for one-year bank borrowing through certificates of deposit has jumped [--] basis points over two months to around 7.20%. Market rates have remained high despite the RBI's [----] trillion rupee liquidity infusion in this financial year which includes a record [---] trillion rupee of bond purchases. This is because the central bank is simultaneously intervening in"  
[X Link](https://x.com/Ajay_Bagga/status/2016682872330211735)  2026-01-29T01:20Z 279.4K followers, 12.5K engagements


"JPMorgan Chase (JPM) and Bank of America (BAC) will match the U.S. governments $1000 seed for eligible employees child savings under the Trump Accounts program which has drawn hundreds of thousands of signups"  
[X Link](https://x.com/Ajay_Bagga/status/2017054443410444434)  2026-01-30T01:57Z 279.4K followers, [----] engagements


"The average 30year fixed mortgage rate ticked to 6.1% near a threeyear low after the Fed pause; applications slipped week over week as affordability remains tight"  
[X Link](https://x.com/Ajay_Bagga/status/2017054634616246339)  2026-01-30T01:57Z 279.4K followers, [----] engagements


"Meta Platforms (META) beat Q4 estimates and guided [----] capital spending to $115$135B to train frontier models and deliver personal super intelligence with shares jumping on strong ad growth"  
[X Link](https://x.com/Ajay_Bagga/status/2017055279167525380)  2026-01-30T02:00Z 279.4K followers, [----] engagements


"Trump to announce next Fed Chair candidate in a few hours from now:"  
[X Link](https://x.com/Ajay_Bagga/status/2017070005612146918)  2026-01-30T02:58Z 279.4K followers, 34.1K engagements


"Donald Trump will announce his choice for the new chair of the Federal Reserve on Friday. Kevin Warsh is favourite to get the job. Mr Warsh is a former Fed governor who was appointed by George W. Bush and is much more likely to accede to Mr Trumps demand that interest rates be cut faster. The president fell out with the current chair Jerome Powell on the issue. https://twitter.com/i/web/status/2017090224753692938 https://twitter.com/i/web/status/2017090224753692938"  
[X Link](https://x.com/Ajay_Bagga/status/2017090224753692938)  2026-01-30T04:19Z 279.4K followers, [----] engagements


"Panamas top court has ruled that the contract granted to CK Hutchison Holdings Ltd. to operate two ports near the Panama canal is unconstitutional. The ruling deals a blow to CK Hutchisons efforts to sell off the facilities which are part of its plan to sell its global terminals to a consortium. CK Hutchison has limited options following the verdict including filing a motion seeking clarification on the courts ruling or seeking international arbitration. https://twitter.com/i/web/status/2017113499382800436 https://twitter.com/i/web/status/2017113499382800436"  
[X Link](https://x.com/Ajay_Bagga/status/2017113499382800436)  2026-01-30T05:51Z 279.4K followers, [----] engagements


"Nomura-backed crypto group Laser Digital seeks US banking licence Effort marks latest move by fintechs digital asset groups and even car companies to capitalise on light-touch regulation"  
[X Link](https://x.com/Ajay_Bagga/status/2017123769081545044)  2026-01-30T06:32Z 279.4K followers, [----] engagements


"Despite Fridays weakness the major US averages are headed for a positive month. The S&P [---] Dow Jones Industrial Average and Nasdaq are all up more than 1% for January"  
[X Link](https://x.com/Ajay_Bagga/status/2017288360109478030)  2026-01-30T17:26Z 279.3K followers, [----] engagements


"Federal Reserve Chair Jerome Powell refused to answer three straight questions about politics during his press conference Wednesday. Thats typical for the just-the-facts persona hes constructed for himself over the years. But near the end of his lengthy question-and-answer session Powell got reflective and let the cat out of the bag. When CNNs Matt Egan asked what words of wisdom Powell would give his successor who is set to take over when Powells term as chair ends in mid-May the Fed chair paused for a moment chuckled and said he had three pieces of advice. [--]. Stay out of elected politics."  
[X Link](https://x.com/Ajay_Bagga/status/2017290393097015588)  2026-01-30T17:34Z 279.4K followers, 16.3K engagements


"Panama court kicks Hong Kongs CK Hutchison out of canal ports"  
[X Link](https://x.com/Ajay_Bagga/status/2017296332701241490)  2026-01-30T17:58Z 279.4K followers, [----] engagements


"Norways $2tn wealth fund stress tests effects of climate shocks and AI correction Equity portfolio could lose a quarter in event of extreme weather and shed more than half from AI boom collapse"  
[X Link](https://x.com/Ajay_Bagga/status/2017297149999173918)  2026-01-30T18:01Z 279.3K followers, [----] engagements


"Silver Slammed Gold Gutted Platinum Pummelled"  
[X Link](https://x.com/Ajay_Bagga/status/2017298339889615212)  2026-01-30T18:06Z 279.4K followers, 21.1K engagements


"Chevron and Exxon both reported their lowest annual profits in five years in [----]. Chevrons profit fell by 30%; Exxons declined by around 14.5%. But compared with the third quarter both oil majors did better in the fourth than many investors had expected. Big Oils performance is being watched particularly closely as Mr Trump tries to encourage investment in Venezuela. https://twitter.com/i/web/status/2017578712472998084 https://twitter.com/i/web/status/2017578712472998084"  
[X Link](https://x.com/Ajay_Bagga/status/2017578712472998084)  2026-01-31T12:40Z 279.4K followers, [----] engagements


"Chinas official gauges of factory services and construction activity unexpectedly slipped into contraction at the start of [----] signaling a cooling in economic growth. The official manufacturing purchasing managers index fell to [----] compared with [----] in December The production subindex fell to [----] in January from [----] in December. The subindex for total new orders dropped to [----] compared with [----] in December while new export orders also fell to [----] from [----] in December. Chinas nonmanufacturing PMI which covers both service and construction activity also declined to [----] in January from"  
[X Link](https://x.com/Ajay_Bagga/status/2017585668214431998)  2026-01-31T13:08Z 279.4K followers, [----] engagements


"US President Trump announces the US-India Trade deal. Indian stock futures soar over 2%. Expect more details tomw. Apparently the details are ready and lying on the US President's desk to be signed. Very interesting Feb 3rd ahead for Indian markets"  
[X Link](https://x.com/Ajay_Bagga/status/2018395460655092199)  2026-02-02T18:45Z 279.3K followers, 16.7K engagements


"PM Modi responds to President Trump's social media post announcing a US-India Trade Deal. This is indeed a Very Big Deal . Lets see the details tomw. Indian stock futures are in celebration mode. US President Trump announces the US-India Trade deal. Indian stock futures soar over 2%. Expect more details tomw. Apparently the details are ready and lying on the US President's desk to be signed. Very interesting Feb 3rd ahead for Indian markets. https://t.co/TjLHfCmbmE US President Trump announces the US-India Trade deal. Indian stock futures soar over 2%. Expect more details tomw. Apparently the"  
[X Link](https://x.com/Ajay_Bagga/status/2018396084209639878)  2026-02-02T18:48Z 279.4K followers, [----] engagements


"Atlanta Federal Reserve President Raphael Bostic said on Monday that Kevin Warsh President Donald Trump's nominee for the next Federal Reserve chair faces a "tall task" in leading the U.S. central bank. Bostic described the Fed chair position as "a very large job" and wished Warsh the best in his new role. Regarding the economic outlook Bostic stated that the U.S. economy appears resilient even before accounting for tax bill breaks and deregulation. He projected strong economic performance for the first half of [----] but warned that inflation would remain high and continue to be a source of"  
[X Link](https://x.com/Ajay_Bagga/status/2018413237440819599)  2026-02-02T19:56Z 279.5K followers, [----] engagements


"SpaceX buys xAI in $1.25tn deal to unite crucial parts of Musks empire Rocket company boosts valuation to $1tn and pays $250bn to acquire AI start-up as Musk envisions data centres in space"  
[X Link](https://x.com/Ajay_Bagga/status/2018546685686038767)  2026-02-03T04:46Z 279.5K followers, [----] engagements


"The US shot down an Iranian drone that was reportedly approaching a US aircraft carrier in the Persian Gulf. This was accompanied by Iranian armed boats harassing a US-flagged vessel in the Strait of Hormuz. Impact on Oil: Crude prices jumped nearly 2% with Brent climbing toward the $68/bbl mark as the market priced in potential disruptions to the world's most critical energy transit point. https://twitter.com/i/web/status/2018872485593407573 https://twitter.com/i/web/status/2018872485593407573"  
[X Link](https://x.com/Ajay_Bagga/status/2018872485593407573)  2026-02-04T02:21Z 279.4K followers, [----] engagements


"Talks between the US and Iran planned for later this week hit a snag Tuesday after Tehran requested they be relocated that regional participants be excluded and that the discussions scope be limited to the countrys nuclear program according to three sources familiar with the matter. White House press secretary Karoline Leavitt said on Tuesday that the meetings led on the US side by special envoy Steve Witkoff are still scheduled as of right now but of course the president has always a range of options on the table and that includes the use of military force. The new demands by Iran could"  
[X Link](https://x.com/Ajay_Bagga/status/2018874166188163411)  2026-02-04T02:28Z 279.4K followers, 10.4K engagements


"US stocks drop on fears AI will hit software and analytics groups New Anthropic legal tool sends shares in companies including S&P Global and Intuit sliding"  
[X Link](https://x.com/Ajay_Bagga/status/2018882996754059512)  2026-02-04T03:03Z 279.3K followers, [----] engagements


"Oil prices dont spike on supply loss alonethey spike on uncertainty duration. Markets fear not knowing how long disruption lasts. That is why countries create strategic oil reserves. And companies create contingency business plans"  
[X Link](https://x.com/Ajay_Bagga/status/2018907863121572137)  2026-02-04T04:41Z 279.4K followers, [----] engagements


"Tech stocks arent falling only because of Anthropic. Theyre falling because AI is compressing future profit timelines faster than models can update"  
[X Link](https://x.com/Ajay_Bagga/status/2018908418392858635)  2026-02-04T04:44Z 279.3K followers, [----] engagements


"Coding isnt disappearing. Low-value coding is. High-context system design and integration become the real bottlenecks"  
[X Link](https://x.com/Ajay_Bagga/status/2018910233368948827)  2026-02-04T04:51Z 279.3K followers, 61.5K engagements


"Were entering an era where macro risk isnt cyclicalits structural. Old playbooks fail because the system itself is changing"  
[X Link](https://x.com/Ajay_Bagga/status/2018910415200334065)  2026-02-04T04:52Z 279.3K followers, 11.9K engagements


"Every USIran headline moves oil because oil is still the fastest geopolitical transmission mechanism on earth. Oil prices dont spike on supply loss alonethey spike on uncertainty duration. Markets fear not knowing how long disruption lasts"  
[X Link](https://x.com/Ajay_Bagga/status/2018915121331057128)  2026-02-04T05:10Z 279.4K followers, [----] engagements


"US tech rout enters third day as Alphabet shares sink. Nasdaq drops 1.8% as investors continue to ditch high-flying AI-linked shares"  
[X Link](https://x.com/Ajay_Bagga/status/2019449878535979389)  2026-02-05T16:35Z 279.4K followers, 11.2K engagements


"US job cuts surge to highest January total since 2009"  
[X Link](https://x.com/Ajay_Bagga/status/2019450169234977002)  2026-02-05T16:36Z 279.4K followers, 16.3K engagements


"Bank of England holds rates steady at 3.75% in vote"  
[X Link](https://x.com/Ajay_Bagga/status/2019471336683532360)  2026-02-05T18:01Z 279.4K followers, [----] engagements


"Jaguar Land Rovers cyber attack costs widen to 260mn"  
[X Link](https://x.com/Ajay_Bagga/status/2019472067616223334)  2026-02-05T18:03Z 279.5K followers, 16.3K engagements


"Amazon shares sink as it prepares $200bn AI spending blitz Capital expenditure forecasts for [----] were a third higher than Wall Streets expectations"  
[X Link](https://x.com/Ajay_Bagga/status/2019566670793306315)  2026-02-06T00:19Z 279.4K followers, [----] engagements


"Amazon lifts [----] capex to $200B: Amazon (AMZN) posted a Q4 EPS miss but revenue beat and guided [----] capital expenditures to about $200 billion primarily for AWS AI infrastructure sending shares down over 10% after hours; AWS grew 24% in Q4"  
[X Link](https://x.com/Ajay_Bagga/status/2019572864706560213)  2026-02-06T00:44Z 279.4K followers, [----] engagements


"In the last [--] months Cryptos have lost around 50% of market cap. Bitcoin is below its Trump [---] inauguration level"  
[X Link](https://x.com/Ajay_Bagga/status/2019573158416904475)  2026-02-06T00:45Z 279.4K followers, 10.7K engagements


"Washington Post slashes headcount: Washington Post owner Jeff Bezos of Amazon (AMZN) oversaw layoffs of nearly onethird of staff"  
[X Link](https://x.com/Ajay_Bagga/status/2019573859780071775)  2026-02-06T00:48Z 279.4K followers, [----] engagements


"Bitcoin drops 15% briefly breaking below $61000 as sell-off intensifies doubts about crypto grow. Are we nearing the bottom in Bitcoin and stablecoins Sentiment is extremely pessimistic and liquidity is low setting the stage for a probable bottom"  
[X Link](https://x.com/Ajay_Bagga/status/2019574707323105485)  2026-02-06T00:51Z 279.4K followers, 11.3K engagements


"Anthropic launches new Claude model as AI fears rattle markets"  
[X Link](https://x.com/Ajay_Bagga/status/2019576698136862747)  2026-02-06T00:59Z 279.4K followers, 14.7K engagements


"Rio Tinto and Glencore abandon $260bn merger plan"  
[X Link](https://x.com/Ajay_Bagga/status/2019577078618972368)  2026-02-06T01:01Z 279.4K followers, [----] engagements


"Big tech stocks were dumped by investors as they reacted to the sectors plans to spend a combined $660bn this year on artificial intelligence. On Thursday the tech-heavy Nasdaq index slid by 1.6%; the S&P [---] fell by 1.2%. Software stocks extended their fall after Anthropic launched an updated version of its Claude model that is designed to carry out financial research. https://twitter.com/i/web/status/2019734583114355098 https://twitter.com/i/web/status/2019734583114355098"  
[X Link](https://x.com/Ajay_Bagga/status/2019734583114355098)  2026-02-06T11:27Z 279.4K followers, 17.8K engagements


"Senior American and Iranian officials will meet in Oman on Friday in a bid to de-escalate rising tensions. America has ramped up its military presence in the Middle East and demanded Iran pause its nuclear programme after the Iranian government violently repressed protests last month. Ahead of the talks Mr Trump told NBC News that Ayatollah Ali Khamenei Irans supreme leader should be very worried. https://twitter.com/i/web/status/2019734742313144526 https://twitter.com/i/web/status/2019734742313144526"  
[X Link](https://x.com/Ajay_Bagga/status/2019734742313144526)  2026-02-06T11:27Z 279.4K followers, [----] engagements


"America and China have strikingly different business models for generative artificial intelligence. In America where the overall AI market is estimated to have earned almost twice as much as China in [----] most companies charge for the use of chatbots and image generators. And (enough) customers are willing to pay: individual subscriptions make up more than half of the revenue of the market leader by earnings OpenAI. In China such apps have generally been free. From Friday Alibaba a Chinese tech giant will start paying people to use its Qwen app. The company plans to give out dining and"  
[X Link](https://x.com/Ajay_Bagga/status/2019735658475172196)  2026-02-06T11:31Z 279.5K followers, 15.7K engagements


"America and Iran try to stave off war The stakes could barely be higher when American and Iranian negotiators meet in Oman on Friday. The Pentagon has amassed warships and other weapons in the Middle East. Donald Trump wants Iran to accept a comprehensive deal that would curtail its nuclear-weapons programme its arsenal of ballistic missiles and its support for Arab militias such as Hizbullah. If Iran does not agree Mr Trump is likely to order a strikeas he threatened last month when Irans regime massacred thousands of protesters. Abbas Araghchi Iran's foreign minister says a nuclear deal is"  
[X Link](https://x.com/Ajay_Bagga/status/2019736039376757050)  2026-02-06T11:32Z 279.4K followers, 16K engagements


"China calls on its citizens in Iran to leave immediately"  
[X Link](https://x.com/Ajay_Bagga/status/2019783630219018555)  2026-02-06T14:41Z 279.4K followers, 48.9K engagements


"The US State Department calls on US citizens to leave Iran immediately"  
[X Link](https://x.com/Ajay_Bagga/status/2019783722049122603)  2026-02-06T14:42Z 279.4K followers, 26.3K engagements


"New York Times: Iran signals willingness for a long-term freeze of its nuclear program in exchange for lifting US sanctions but firmly refuses any concession regarding its ballistic missile arsenal. Talks continue in Oman"  
[X Link](https://x.com/Ajay_Bagga/status/2019784020184187343)  2026-02-06T14:43Z 279.4K followers, 15.2K engagements


"Iranian Foreign Minister Abbas Araghchi tells state television that US-Iran talks made a "good start." Tehran and Washington had agreed to continue the negotiations at a later date he says. The talks ocurred in a "very positive atmosphere" he adds. Waiting for the US readout"  
[X Link](https://x.com/Ajay_Bagga/status/2019785460239781939)  2026-02-06T14:49Z 279.4K followers, 11.3K engagements


"Bitcoin rebounds back above $70000 after nearly breaking below $60000 a day ago"  
[X Link](https://x.com/Ajay_Bagga/status/2019923195458122052)  2026-02-06T23:56Z 279.4K followers, 14K engagements


"United States-India Joint Statement https://www.whitehouse.gov/briefings-statements/2026/02/united-states-india-joint-statement/ https://www.whitehouse.gov/briefings-statements/2026/02/united-states-india-joint-statement/"  
[X Link](https://x.com/Ajay_Bagga/status/2019924195950633177)  2026-02-07T00:00Z 279.4K followers, 10.4K engagements


"Factory of the World is resolutely building power capacity . Built US grid capacity in [--] years Built India grid capacity in [----] itself. We should not waste one minute discussing terror sponsor states need a National Buildout on a War Footing if we have to achieve these numbers in the next [--] years . #ViksitBharat @PMOIndia China built an entire US grids worth of power in the last four years and an entire Indias grids worth of power in [----] alone. Wake up. https://t.co/0CNTTxYENP China built an entire US grids worth of power in the last four years and an entire Indias grids worth of power in"  
[X Link](https://x.com/Ajay_Bagga/status/2020074126950679023)  2026-02-07T09:56Z 279.4K followers, 21.4K engagements


"Japanese Prime Minister Sanae Takaichi wins a historic election landslide with her ruling Liberal Democratic Party on track for a two-thirds supermajoritythe biggest post-war victory for a single party in a general election in the country. In her first comments after polling closed she stuck to a cautious line on fiscal policy and vowed to accelerate talks over a sales-tax reduction. https://twitter.com/i/web/status/2020659421475717455 https://twitter.com/i/web/status/2020659421475717455"  
[X Link](https://x.com/Ajay_Bagga/status/2020659421475717455)  2026-02-09T00:42Z 279.5K followers, 13.7K engagements


"Israels Benjamin Netanyahu is heading to Washington to meet Donald Trump Wednesday over concerns about US-Iran diplomacy. While Trump focuses on nuclear issues Netanyahu wants broader measures against Irans missiles and regional proxies. Irans President Masoud Pezeshkian described Fridays nuclear talks with Washington as a step forward. The US president characterized the discussions as very good and said another meeting was set for early this week. https://twitter.com/i/web/status/2020659680058777818 https://twitter.com/i/web/status/2020659680058777818"  
[X Link](https://x.com/Ajay_Bagga/status/2020659680058777818)  2026-02-09T00:43Z 279.5K followers, 10.5K engagements


"Korean Crypto Exchange Bithumb : Distributes [------] Bitcoins ($ [--] bn) instead of [------] Won ( $424) due to an employee error. Risk Management anyone Can one employee send out $ [--] bn from an Exchange Bithumb mistakenly distributed more than $40 billion worth of Bitcoin to some users due to an employee error leading to a brief but sharp selloff on its platform. The exchange will reimburse customers who made losses when they sold their holdings in a panic with Chief Executive Officer Lee Jae-won saying some customers will be reimbursed their full loss spread and awarded an additional 10%"  
[X Link](https://x.com/Ajay_Bagga/status/2020662328128381142)  2026-02-09T00:53Z 279.5K followers, 23.6K engagements


"Japan Election Outcome Japans general election delivered a decisive win for PM Sanae Takaichis Liberal Democratic Party giving it a two-thirds supermajority. This has significant market implications: Equities rallying the Nikkei index climbed to fresh highs on expectations of fiscal stimulus and pro-growth policies. The yen weakened as markets price in sustained policy support that could keep fiscal spending high. Japanese government bonds (JGBs) see pressure with yields nudging higher on the prospect of greater issuance and stimulus spending. Takeaway: Regional markets remain upbeat this"  
[X Link](https://x.com/Ajay_Bagga/status/2020701877382582641)  2026-02-09T03:30Z 279.5K followers, [----] engagements


"Japanese stocks soar to record after Takaichi landslide election win Prime minister will command government with biggest majority in decades"  
[X Link](https://x.com/Ajay_Bagga/status/2020811525603147851)  2026-02-09T10:46Z 279.5K followers, [----] engagements


"Extreme volatility is nothing new to cryptocurrencies but Bitcoins slump from a peak of $126000 in October last year comes despite the backdrop of a crypto-friendly White House and surging institutional adoption. Its failure to act as a safe haven during a period of heightened geopolitical uncertainty has raised doubts that it functions as a kind of digital gold. Still in a tentative sign of returning optimism US Bitcoin exchange-traded funds recorded inflows of $221 million on Feb. [--] as investors sought to buy the dip following the markets dizzying selloff."  
[X Link](https://x.com/Ajay_Bagga/status/2020816518226006298)  2026-02-09T11:06Z 279.5K followers, 14.1K engagements


"Hyperscalers AI capex to $650$700B: Amazon (AMZN) Alphabet (GOOGL) Microsoft (MSFT) and Meta (META) outlined [----] capital spending that could total $650$700B for AI chips servers and data centers stoking valuation debate"  
[X Link](https://x.com/Ajay_Bagga/status/2020841552365690898)  2026-02-09T12:45Z 279.5K followers, [----] engagements


"Standard Chartered CFO Diego De Giorgi resigned after two years to join Apollo Global as head of EMEA ending his candidacy to succeed long-time CEO Bill Winters. At Apollo De Giorgi succeeds longtime partner Rob Seminara"  
[X Link](https://x.com/Ajay_Bagga/status/2021119444433633309)  2026-02-10T07:10Z 279.6K followers, [----] engagements


"BP is suspending share buybacks with the oil major saying this will allow to allocate excess cash to accelerate the strengthening of its balance sheet. The oil producer is also reducing its capital expenditure for [----] to the lower end of its guidance range. Overall BPs adjusted earnings for the fourth quarter were in line with estimates. https://twitter.com/i/web/status/2021120062187503829 https://twitter.com/i/web/status/2021120062187503829"  
[X Link](https://x.com/Ajay_Bagga/status/2021120062187503829)  2026-02-10T07:12Z 279.5K followers, [----] engagements


"Barclays has announced a [--] billion share buyback as it reported investment banking revenue ahead of expectations while its net interest income was in line. The bank said it plans to have returned at least [--] billion to shareholders between [----] and [----] rising to returns of more than [--] billion for 2026-2028. Pretax profit for the fourth quarter was a touch ahead of estimates while the investment bank was boosted by strong performances for both its equities and fixed income franchises. Last year Barclays shares rose by 77% its biggest annual gain on record."  
[X Link](https://x.com/Ajay_Bagga/status/2021120291066573204)  2026-02-10T07:13Z 279.5K followers, [----] engagements


"Mark Zuckerberg Is the Latest California Billionaire to Buy a Florida Home"  
[X Link](https://x.com/Ajay_Bagga/status/2021121249024557392)  2026-02-10T07:17Z 279.5K followers, 11.8K engagements


"Great insight sir. In inflation terms for a $ [--] trillion US consumer economy and a total $ [--] trillion US economy $ [---] billion gets absorbed quietly. It is a one time increase and by next year its in the base price. That is the US Fed's thinking as well. You are right there will be more nuance to it. Needs deeper study . Delighted to get this insight from you. Thanks. https://twitter.com/i/web/status/2022136351467176349 https://twitter.com/i/web/status/2022136351467176349"  
[X Link](https://x.com/Ajay_Bagga/status/2022136351467176349)  2026-02-13T02:30Z 279.7K followers, [----] engagements


"Research shows 97% of traders LOSE money in the markets. Since March [--] lakh new stock accounts opened in India.All have seen one way marketsgoing up 80%. In all humilityI am saying book some profits and look at your ability to withstand a downturn. No viewnot an expert"  
[X Link](https://x.com/Ajay_Bagga/status/1349386271613874177)  2021-01-13T16:02Z 279.8K followers, [----] engagements


"More than [---] economies globally have an inflation rate Higher than India's. Turkey 83Argentina [--] through Europe UK and US . In challenging Energy prices timesthe Indian policymakers have done a Competent job. But saying anything Positive about India gets a personal attack "  
[X Link](https://x.com/Ajay_Bagga/status/1584724102509912064)  2022-10-25T01:50Z 279.7K followers, [----] engagements


"CRYPTO GOLD & SILVER BROAD DE-RISKING CONTINUES Safe-haven and alternative assets are not immune to current risk dynamics. Cryptocurrencies including Bitcoin and major altcoins are sliding as traders cut exposure to risk assets amid broader deleveraging. Bitcoin has been especially weak trading near key technical support levels and hitting multi-month lows in several sessions underscoring the contagion effect of equity risk-off sentiment. Precious metals typically defensive assets have also seen selling pressure particularly Gold and Silver as traders unwind positions and reposition into cash"  
[X Link](https://x.com/Ajay_Bagga/status/2022129839097160064)  2026-02-13T02:04Z 279.7K followers, [----] engagements


"Asian equity markets are trading firmly in the red this morning tracking a sharp overnight sell-off on Wall Street where major U.S. benchmarks slumped as technology and AI-linked stocks again came under pressure. The Nasdaq Composite led the drop sliding more than 2% as investors reduced exposure to richly valued tech names seen as most sensitive to earnings and interest rate risk. The broader S&P [---] also closed sharply lower extending recent weakness in mega-cap and growth stocks. Across Asia sentiment is broadly risk-off. Japans Nikkei [---] Hong Kongs Hang Seng South Koreas Kospi and other"  
[X Link](https://x.com/Ajay_Bagga/status/2022130214495826332)  2026-02-13T02:06Z 279.7K followers, 10.1K engagements


"A very bullish take on a possible way to $10k-$20k Gold levels. Indians sitting on [-----] tons of Gold holdings at household levels will be big beneficiaries of such a price action. US official reserves of more than [----] tons of Gold could get revalued and be used to settle US deficits/debt . Possible . Possible. LUKE GROMEN: GOLD TO RUN THE US TRADE DEFICIT $10K-$20K+ AHEAD Macro strategist Luke Gromen drops a mind-bending take: the US isn't just exporting gold randomlyit's de facto settling massive trade deficits with physical gold flows. This could force gold prices way higher"  
[X Link](https://x.com/Ajay_Bagga/status/2022134751734509772)  2026-02-13T02:24Z 279.7K followers, 78.8K engagements


"Scary stuff from Michael Batnick. Hopefully this is one more of those 'Risk-off-leading-to-dip-buying" episodes. If its the Real Reckoning our next few years of financial future is at risk. Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the"  
[X Link](https://x.com/Ajay_Bagga/status/2022137971995275700)  2026-02-13T02:37Z 279.7K followers, 39.6K engagements


"US stocks fall sharply as tech sell-off resumes"  
[X Link](https://x.com/Ajay_Bagga/status/2022224242537009452)  2026-02-13T08:20Z 279.7K followers, 21.7K engagements


"Pre dinner treats time at our goshala at @ArtofLiving International Centre Bengaluru . We now have [----] desi cows from most Indian breeds .Great to spend time serving these gentle beings .Will start early morning tomw with cleaning the sheds "  
[X Link](https://x.com/Ajay_Bagga/status/1789291893546704971)  2024-05-11T13:50Z 279.7K followers, 101K engagements


"Ganapati Bappa Moraya 🌺 Mangalmurti Moraya"  
[X Link](https://x.com/anyuser/status/1876827512245735584)  2025-01-08T03:05Z 279.6K followers, 14K engagements


"In one of the boldest bets yet in the AI arms race Safe Superintelligence (SSI) the stealth startup founded by former OpenAI chief scientist Ilya Sutskever has raised $2 billion in a round that values the company at $32 billion despite having no publicly released product or service. (CTech by Calcalist April 13) https://www.oaktreecapital.com/insights/memo/is-it-a-bubble https://www.oaktreecapital.com/insights/memo/is-it-a-bubble"  
[X Link](https://x.com/Ajay_Bagga/status/1998586428146802739)  2025-12-10T02:51Z 279.7K followers, [----] engagements


"Walmart replaces Astra Zeneca on the Nasdaq100 : Walmart Inc. will join the Nasdaq [---] Index replacing AstraZeneca Plc Nasdaq Global Indexes said on Friday"  
[X Link](https://x.com/Ajay_Bagga/status/2010162325425401989)  2026-01-11T01:30Z 279.5K followers, [----] engagements


"As Beijing allowed the yuan to breach the key 7-per-dollar level market participants are also doubling down on the currency with some predicting it to rise to as strong as [----] this year. Citigroup Inc. BNP Paribas Asset Management and Bank of America Corp. are among those favoring the yuan. https://twitter.com/i/web/status/2011621232693870895 https://twitter.com/i/web/status/2011621232693870895"  
[X Link](https://x.com/Ajay_Bagga/status/2011621232693870895)  2026-01-15T02:07Z 279.6K followers, 11.6K engagements


"BlackRock Total Assets Hit Record $14 Trillion as ETFs Surge BlackRock Inc. pulled in $342 billion of total client cash in the fourth quarter pushing the firm to a record $14 trillion of assets as it integrates a string of recent acquisitions to become a force in private markets. https://twitter.com/i/web/status/2011888426984096140 https://twitter.com/i/web/status/2011888426984096140"  
[X Link](https://x.com/Ajay_Bagga/status/2011888426984096140)  2026-01-15T19:49Z 279.6K followers, 14.8K engagements


"Chinas Anta Sports agrees to buy 29% stake in Puma for 1.5bn from Pinault family"  
[X Link](https://x.com/Ajay_Bagga/status/2016071245482361288)  2026-01-27T08:50Z 279.6K followers, 11.8K engagements


"China gives nod to ByteDance Alibaba and Tencent to buy Nvidia's H200 chips - sources"  
[X Link](https://x.com/Ajay_Bagga/status/2016586471055245434)  2026-01-28T18:57Z 279.7K followers, [----] engagements


"Federal Open Market Committee votes 10-2 to leave its benchmark interest rate in a target range of 3.5%-3.75% Fed Governors Christopher Waller and Stephen Miran voted against the decision in favor of lowering rates by a quarter-point Fed removes language from statement that had noted downside risks to employment rose in recent months Fed upgrades view of economy to say available indicators suggest economic activity has been expanding at a solid pace and repeats inflation remains somewhat elevated Fed tweaks description of the labor market noting job gains have remained low and the jobless"  
[X Link](https://x.com/Ajay_Bagga/status/2016589047830098245)  2026-01-28T19:07Z 279.6K followers, 12.5K engagements


"Fed decision : Central bank holds interest rates steady Powell signals no rush to loosen policy further as US economy powers ahead Governors Christopher Waller and Stephen Miran dissented against the decision calling for a reduction"  
[X Link](https://x.com/Ajay_Bagga/status/2016734390806794440)  2026-01-29T04:45Z 279.7K followers, [----] engagements


"American Express will report its fourth-quarter results on Friday. Lately the payment giants profits have been strong. Its share price has risen by 14% since January last year. Analysts estimate that Amex took in revenue of $72bn in [----] 9.3% more than in [----] largely because Amexs affluent card-holders spent more money. https://twitter.com/i/web/status/2017126355188568548 https://twitter.com/i/web/status/2017126355188568548"  
[X Link](https://x.com/Ajay_Bagga/status/2017126355188568548)  2026-01-30T06:42Z 279.7K followers, [----] engagements


"Silver sees worst day since 1980: After a parabolic run iShares Silver Trust (SLV) plunged as silver futures fell over 30% and gold dropped double digits with Warshs nomination boosting the dollar and triggering profittaking and margin calls"  
[X Link](https://x.com/Ajay_Bagga/status/2017577410548666864)  2026-01-31T12:35Z 279.5K followers, 20.4K engagements


"India exports around USD [--] billion of goods per year to the US. Electronics and Pharma are exempt under various dispensations. Major potential beneficiaries will be the sectors reeling under 50% tariffs. Textiles Gems/Jewellery Machinery Agriculture Chemicals et al. Metals continue to face 50% as those are under a separate section. Autos continue to face 25% under a separate section. https://twitter.com/i/web/status/2018650357979918635 https://twitter.com/i/web/status/2018650357979918635"  
[X Link](https://x.com/Ajay_Bagga/status/2018650357979918635)  2026-02-03T11:38Z 279.5K followers, 37.7K engagements


"In the last week the US military has accelerated a buildup of military hardware in the Middle East deploying the Lincoln Carrier Strike Group to the region along with three guided-missile destroyers and the carrier air wing which includes squadrons of F/A-18E Super Hornet fighters F-35C Lightning II fighters and EA-18G Growler electronic warfare jets. The Navy also has three destroyers the USS McFaul the USS Delbert D. Black and the USS Mitscher in the region separate from the carrier strike group. https://twitter.com/i/web/status/2018877781720121514"  
[X Link](https://x.com/Ajay_Bagga/status/2018877781720121514)  2026-02-04T02:42Z 279.6K followers, [----] engagements


"Iran tensions: Talks between the US and Iran will still be held at the end of the week despite changes requested by Tehran according to the White House. It comes as a US carrier shot down an Iranian drone in the Arabian Sea and armed boats threatened a US tanker in the Strait of Hormuz. https://twitter.com/i/web/status/2018878348068528503 https://twitter.com/i/web/status/2018878348068528503"  
[X Link](https://x.com/Ajay_Bagga/status/2018878348068528503)  2026-02-04T02:44Z 279.6K followers, [----] engagements


"USIran tensions arent really about war or peace. Theyre about pricing risk into oil shipping lanes and elections. Markets react before missiles do"  
[X Link](https://x.com/Ajay_Bagga/status/2018907213025464577)  2026-02-04T04:39Z 279.6K followers, [----] engagements


"USIran tensions are not a war story. Theyre a volatility tax imposed on global growth. Everyone pays even if no shots are fired.If oil spikes it wont be because supply vanisheditll be because insurance shipping and fear repriced overnight. USIran tensions arent really about war or peace. Theyre about pricing risk into oil shipping lanes and elections. Markets react before missiles do. https://twitter.com/i/web/status/2018914861477142902 https://twitter.com/i/web/status/2018914861477142902"  
[X Link](https://x.com/Ajay_Bagga/status/2018914861477142902)  2026-02-04T05:09Z 279.6K followers, [----] engagements


"USIran tensions arent really about war or peace. Theyre about pricing risk into oil shipping lanes and elections. Markets react before missiles do"  
[X Link](https://x.com/Ajay_Bagga/status/2018914916099645788)  2026-02-04T05:10Z 279.6K followers, [----] engagements


"Rio Tinto and Glencore abandon $260bn merger plan"  
[X Link](https://x.com/Ajay_Bagga/status/2019471137957093734)  2026-02-05T18:00Z 279.7K followers, [----] engagements


"RBI MPC meet outcome expected today at [--] AM: [--]. Expect rates to be held steady with no change [--]. The Base Year for GDP and Inflation are changing this month with the new series of data being issued next week. In view of that the RBI will hold its GDP and Inflation forecast steady for now. [--]. On Global developments it will express optimism due to the India-EU and India-US proposed trade deals [--]. Policy stance to remain Neutral [--]. Liquidity is marginally surplus despite the massive injection of liquidity by RBI. Money market rates remain elevated and 10Y GSec yield is also rising . RBI will"  
[X Link](https://x.com/Ajay_Bagga/status/2019572789381156907)  2026-02-06T00:44Z 279.5K followers, 20.3K engagements


"Goldclimbed above $5000 an ounce as dip-buyers returned to the market after an exceptionally volatile week for precious metals.Bullion rose as much as 1.7% in Asian trading on Monday recovering some more ground after a historic rout at the end of last month. The metal has recovered around half of the losses sustained since it plunged from an all-time high hit on Jan. [--]. Silver also advanced. Precious metals had been on a record-breaking ascent driven by heightened geopolitical risks the debasement trade and concerns about the Federal Reserves independence"  
[X Link](https://x.com/Ajay_Bagga/status/2020815566106464463)  2026-02-09T11:02Z 279.5K followers, 17.3K engagements


"The investment case for tech is no longer as straightforward. The AI cycle appears to be entering a more mature phase: shifting from an environment that rewarded almost all tech exposures to one where AI advancement more clearly differentiates adaptive resilient models from those that are easily automated. https://twitter.com/i/web/status/2021016144455630868 https://twitter.com/i/web/status/2021016144455630868"  
[X Link](https://x.com/Ajay_Bagga/status/2021016144455630868)  2026-02-10T00:19Z 279.6K followers, [----] engagements


"Eddie Bauer stores in the U.S. and Canada has filed for bankruptcy becoming the latest retailer to do so as headwinds challenge the industry. The company made the difficult decision to implement a court-supervised sale process after careful deliberation said Marc Rosen chief executive of Catalyst Brands. Apparel group Catalyst was formed last year via the merger of department store chain JCPenney with Sparc Group the owner of brands including Eddie Bauer and Nautica. Even prior to the formation of Catalyst Brands Eddie Bauer was in a tough spot grappling with declining sales supply-chain"  
[X Link](https://x.com/Ajay_Bagga/status/2021121065280471395)  2026-02-10T07:16Z 279.5K followers, [----] engagements


"Brookfield Sees AI as Fuel for Growth Not Decline The infrastructure investors newly elevated CEO Connor Teskey deflected concerns rocking software makers and their private-equity backers He downplayed concerns about the effects of artificial intelligence on the holdings of the infrastructure-focused firmsaying thatrising demand for data centers and power plants helps its business. https://twitter.com/i/web/status/2021121838856929294 https://twitter.com/i/web/status/2021121838856929294"  
[X Link](https://x.com/Ajay_Bagga/status/2021121838856929294)  2026-02-10T07:19Z 279.5K followers, [----] engagements


"Federal Reserve Bank of Cleveland President Beth Hammack said interest rates could be on an extended hold while officials evaluate incoming economic data. Dallas Fed President Lorie Logan also spoke in favor of continuing to hold rates unchanged unless the labor market showed new "material" weakness. Hammack emphasized that officials need to be flexible with their response should the economy not behave as expected and she expressed openness to raising interest rates if needed. https://twitter.com/i/web/status/2021300059397292114 https://twitter.com/i/web/status/2021300059397292114"  
[X Link](https://x.com/Ajay_Bagga/status/2021300059397292114)  2026-02-10T19:07Z 279.5K followers, [----] engagements


"US Economic Data this week : January US jobs data which was delayed by the most recent government shutdown will be released on Wednesday and the next consumer price index report is scheduled for Friday"  
[X Link](https://x.com/Ajay_Bagga/status/2021300708449059272)  2026-02-10T19:10Z 279.6K followers, [----] engagements


"US retail sales unexpectedly stalled in December suggesting consumers provided less firepower for the economy as the year drew to a close. The value of retail purchases was little changed after a 0.6% gain in November with eight out of [--] retail categories posting decreases. Many economists expect tax refunds to underpin demand early this year despite concerns over the breadth of consumer spending and signs of less robust discretionary spending among lower-income Americans. Eight out of [--] retail categories posted decreases including declines at clothing stores and furniture outlets. Sales at"  
[X Link](https://x.com/Ajay_Bagga/status/2021301410365833291)  2026-02-10T19:13Z 279.6K followers, [----] engagements


"Delinquency rates on loans ranging from mortgages to credit cards rose to 4.8% of all outstanding US household debt in the fourth quarter the highest level since [----] driven by higher defaults among low-income and young borrowers. Delinquency rates on loans ranging from mortgages to credit cards rose to 4.8% of all outstanding US household debt in the fourth quarter the highest level since [----] driven by higher defaults among low-income and young borrowers. The share of auto loans in serious delinquency climbed to 5.2% just shy of the record reached in [----]. Some 16.3% of student-loan debt"  
[X Link](https://x.com/Ajay_Bagga/status/2021303354937442350)  2026-02-10T19:20Z 279.6K followers, [----] engagements


"Gold Silver ETF assets triple in five months to cross Rs [--] lakh crore"  
[X Link](https://x.com/Ajay_Bagga/status/2021426872442290618)  2026-02-11T03:31Z 279.7K followers, 14.2K engagements


"The US Consumer Pulse: US retail sales unexpectedly stalled in December suggesting consumers provided less firepower for the economy as the year drew to a close. The value of retail purchases was little changed after a 0.6% gain in November with eight out of [--] retail categories posting decreases. Many economists expect tax refunds to underpin demand early this year despite concerns over the breadth of consumer spending and signs of less robust discretionary spending among lower-income Americans. Eight out of [--] retail categories posted decreases including declines at clothing stores and"  
[X Link](https://x.com/Ajay_Bagga/status/2021430053259837904)  2026-02-11T03:44Z 279.7K followers, [----] engagements


"US Consumer Loans: $ [--] trillion pool sees rising delinquencies: Delinquency rates on loans ranging from mortgages to credit cards rose to 4.8% of all outstanding US household debt in the fourth quarter the highest level since [----] driven by higher defaults among low-income and young borrowers. The share of auto loans in serious delinquency climbed to 5.2% just shy of the record reached in [----]. The share of credit-card loans that were at least [--] days delinquent rose to 12.7% the most since the first quarter of [----] Some 16.3% of student-loan debt became delinquent in the fourth quarter the"  
[X Link](https://x.com/Ajay_Bagga/status/2021461401206931874)  2026-02-11T05:48Z 279.7K followers, [----] engagements


"The Reserve Bank of Australia sees the countrys inflation rate as too high and will take all necessary measures to bring it under control a top central bank official said"  
[X Link](https://x.com/Ajay_Bagga/status/2021464541427892382)  2026-02-11T06:01Z 279.6K followers, [----] engagements


"Oil Rises Amid Lingering U.S.-Iran Tensions Oil was up early in the Asia session amid lingering U.S.-Iran tensions that could lead to supply disruptions"  
[X Link](https://x.com/Ajay_Bagga/status/2021464947461587113)  2026-02-11T06:02Z 279.7K followers, [----] engagements


"Este Lauder Files Lawsuit Against Walmart Alleging Sales of Counterfeit Products The lawsuit seeks a court order that would prevent Walmart from selling the alleged counterfeit products as well as monetary damages"  
[X Link](https://x.com/Ajay_Bagga/status/2021465332289024424)  2026-02-11T06:04Z 279.7K followers, [----] engagements


"Mattel Shares Drop 28% After Toy Makers Holiday Sales Sputter The toy makers anticipated holiday surge came up short leading it to post sales and profit below Wall Street expectations in the fourth quarter"  
[X Link](https://x.com/Ajay_Bagga/status/2021465610073539058)  2026-02-11T06:05Z 279.6K followers, [----] engagements


"Japans expansionary fiscal stancealso known as Sanaenomicswon the praise of US Treasury Secretary Scott Bessent who told his counterpart Satsuki Katayama that the approach appears to be contributing to record stock gains in Tokyo"  
[X Link](https://x.com/Ajay_Bagga/status/1983012982956175492)  2025-10-28T03:28Z 279.7K followers, [----] engagements


"Annual profits shrank for Exxon Mobil and Chevron the U.S.s two largest oil companies even though they increased oil and gas production as oil prices ended [----] down 20% a barrel"  
[X Link](https://x.com/Ajay_Bagga/status/2017445372634021909)  2026-01-31T03:50Z 279.7K followers, [----] engagements


"AmEx leans into premium spenders: American Express (AXP) shifted marketing toward its refreshed $895fee Platinum card citing strong luxury travel and retail spend; Q4 EPS was $3.53 with plans to raise the quarterly dividend to $0.95"  
[X Link](https://x.com/Ajay_Bagga/status/2017577295142392244)  2026-01-31T12:34Z 279.7K followers, [----] engagements


"Google set to double AI spending to $185bn after strong earnings"  
[X Link](https://x.com/Ajay_Bagga/status/2019471541076127877)  2026-02-05T18:01Z 279.7K followers, [----] engagements


"U.S. Markets & Fridays Recovery Last week ended on a strong note for U.S. equities. The Dow Jones Industrial Average jumped above [-----] for the first time and posted its strongest gain since mid-2025 while the S&P [---] and Nasdaq also rebounded meaningfully on Friday driven by chipmakers and technology stocks and bargain-hunting after a tough prior stretch. Futures this morning are modestly higher as investors position ahead of key data releases (US jobs & inflation) due this week. https://twitter.com/i/web/status/2020701572058235215 https://twitter.com/i/web/status/2020701572058235215"  
[X Link](https://x.com/Ajay_Bagga/status/2020701572058235215)  2026-02-09T03:29Z 279.7K followers, [----] engagements


"UBS Group AG plans to hire about [--] bankers for its wealth business in Hong Kong after its North Asia wealth business raked in record revenues last year. The bank hauled in $62.5 billion of net new assets during [----] the most of any region helped by Hong Kongs booming initial public offering market. UBS also plans to selectively expand its wealth team in the Chinese mainland and has a 130-strong Asia Pacific team based in Switzerland to help wealthy individuals in the region spread risk. https://twitter.com/i/web/status/2020815959544697093 https://twitter.com/i/web/status/2020815959544697093"  
[X Link](https://x.com/Ajay_Bagga/status/2020815959544697093)  2026-02-09T11:04Z 279.7K followers, [----] engagements


"US companies have indicated that consumer spending has remained uneven across demographic groups. Levi Strauss & Co. said that despite raising some prices the company hasnt seen a pullback in spending. PepsiCo Inc. said budgets remain strained for lower- and middle-income consumers while Lululemon Athletica Inc. noted that Americans were trading down. https://twitter.com/i/web/status/2021301833420214636 https://twitter.com/i/web/status/2021301833420214636"  
[X Link](https://x.com/Ajay_Bagga/status/2021301833420214636)  2026-02-10T19:14Z 279.7K followers, [----] engagements


"January nonfarm payrolls rose [------] much greater than expected U.S. equity futures rose after U.S. employers added [------] jobs in January which was much greater than expected. The Department of Labor said that the unemployment rate fell to 4.3%"  
[X Link](https://x.com/Ajay_Bagga/status/2021581056621555810)  2026-02-11T13:44Z 279.7K followers, [----] engagements


"AI disruption alarms grow: Industry leaders and analysts warn agentic AI could rapidly reshape whitecollar work with viral CEO essays and analyses highlighting accelerating capability gains and potential job displacement"  
[X Link](https://x.com/Ajay_Bagga/status/2021781287217115619)  2026-02-12T02:59Z 279.7K followers, [----] engagements


"Invest [--] minutes in building your knowledge of the future. See the Elon Musk speech at #WEF2026. Will summarise it by the afternoon. Its a very busy Friday"  
[X Link](https://x.com/Ajay_Bagga/status/2014541188733534700)  2026-01-23T03:30Z 279.7K followers, 308.2K engagements


"EU and India seal trade deal"  
[X Link](https://x.com/Ajay_Bagga/status/2016070877289599330)  2026-01-27T08:48Z 279.8K followers, 11.3K engagements


"What's in a Domain $70 million if its . The founder of cryptocurrency trading site has bought the domain name for $70mn the highest price ever disclosed for a domain name sale to launch a new entrant to the artificial intelligence race. Kris Marszalek co-founder and chief executive of plans to debut in a Super Bowl ad this weekend. The site will offer a personal AI agent that consumers can use to send messages use apps and trade stocks. If you take a long-term view [--] to [--] years AI is going to be one of the greatest technological waves of our lifetime. And so it would be a good investment"  
[X Link](https://x.com/Ajay_Bagga/status/2020361201503645705)  2026-02-08T04:57Z 279.8K followers, [----] engagements


"Gold Rises Amid Fed Rate-Cut Prospects Gold rose in the morning Asian session amid prospects for Fed rate cuts that could enhance the appeal of the non-interest-bearing precious metal"  
[X Link](https://x.com/Ajay_Bagga/status/2021465522328699045)  2026-02-11T06:05Z 279.7K followers, [----] engagements


"Landmark trial targets social media addiction claims: A Los Angeles bellwether case proceeds against Meta (META) and Alphabets YouTube (GOOGL) over alleged addictive platform designs harming youth; Instagrams chief testified that users cant be clinically addicted"  
[X Link](https://x.com/Ajay_Bagga/status/2021781132367503394)  2026-02-12T02:59Z 279.8K followers, [----] engagements


"The experience that tech workers have had over the past year of watching AI go from helpful tool to does my job better than I do is the experience everyone else is about to have. Law finance medicine accounting consulting writing design analysis customer service. Not in [--] years. The people building these systems say one to five years. Some say less. The market was spooked enough this month that it wiped out $1 trillion worth of software value in just a week. And given what we have seen in just the last couple of months expect more disruption and soon."  
[X Link](https://x.com/Ajay_Bagga/status/2021783289661673817)  2026-02-12T03:07Z 279.7K followers, 12.4K engagements


"Part of the problem is that most people are using the free version of AI tools. The free version is over a year behind what paying users have access to. Judging AI based on free-tier ChatGPT is like evaluating the state of smartphones by using a flip phone. The people paying for the best tools and actually using them daily for real work know whats coming. If you tried ChatGPT in [----] or early [----] and thought this makes stuff up or this isnt that impressive you were right. Those early versions were genuinely limited. They hallucinated. They confidently said things that were nonsense. The"  
[X Link](https://x.com/Ajay_Bagga/status/2021784066027368847)  2026-02-12T03:10Z 279.8K followers, 11.6K engagements


"AI : the gap between public perception and current reality is now enormous and that gap is dangerous because its preventing people from preparing"  
[X Link](https://x.com/Ajay_Bagga/status/2021784200467378673)  2026-02-12T03:11Z 279.8K followers, [----] engagements


"Eventually robots will handle physical work too. Theyre not quite there yet. But not quite there yet in AI terms has a way of becoming here faster than anyone expects. In the next two decades or maybe sooner there will be more robots than human workers worldwide"  
[X Link](https://x.com/Ajay_Bagga/status/2021784782468940240)  2026-02-12T03:13Z 279.8K followers, [----] engagements


"Dario Amodei who is probably the most safety-focused CEO in the AI industry has publicly predicted that AI will eliminate 50% of entry-level white-collar jobs within one to five years. And many people in the industry think hes being conservative. Given what the latest models can do the capability for massive disruption could be here by the end of this year. Itll take some time to ripple through the economy but the underlying ability is arriving now. This is different from every previous wave of automation and I need you to understand why. AI isnt replacing one specific skill. Its a general"  
[X Link](https://x.com/Ajay_Bagga/status/2021785797926826370)  2026-02-12T03:17Z 279.8K followers, [----] engagements


"What I am doing and what you can also do.Preparing for the AI disruption of our lives: Heres a simple commitment that will put you ahead of almost everyone: spend one hour a day experimenting with AI. Not passively reading about it. Using it. Every day try to get it to do something new something you havent tried before something youre not sure it can handle. Try a new tool. Give it a harder problem. One hour a day every day. If you do this for the next six months you will understand whats coming better than 99% of the people around you. Thats not an exaggeration. Almost nobody is doing this"  
[X Link](https://x.com/Ajay_Bagga/status/2021787796344909887)  2026-02-12T03:25Z 279.7K followers, 35.3K engagements


"AI is coming for your work flow your job your industry. Sooner than you visualise. Were past the point where this is an interesting dinner conversation about the future. The future is already here. It just hasnt knocked on your door yet. Its about to. Be Prepared"  
[X Link](https://x.com/Ajay_Bagga/status/2021788354426417222)  2026-02-12T03:28Z 279.7K followers, 32.7K engagements


"Sober thought. The Future is Here Sooner Than We Expect: A lawyer friend Managing Partner at a top legal firm. Was talking to him about AI. Risks of hallucination AI quoting judgements and case laws that dont exist. He gave some sobering thoughts. He spends [--] hours every day using AI. He told me its like having a team of associates available instantly. Hes not using it because its a toy. Hes using it because it works. Every couple of months it gets significantly more capable for his work. He said if it stays on this trajectory he expects itll be able to do most of what he does before long and"  
[X Link](https://x.com/Ajay_Bagga/status/2021790823562821870)  2026-02-12T03:37Z 279.7K followers, 25.6K engagements


"The Free Versions 99% of us are using of AI tools are [--] year old ones. The 1% are discovering the power of the rapidly updating paid versions. Those capabilities are mind blowing . I am not asking you to spend huge amounts buying AI packages. But if you are a professional services firm a business an institute invest in a package like this and unleash its power for your work flow"  
[X Link](https://x.com/Ajay_Bagga/status/2021791629376729479)  2026-02-12T03:41Z 279.8K followers, 29.8K engagements


"@MultibaggerByMM $ [---] to [----] per hour vs $ 60/month AI package"  
[X Link](https://x.com/Ajay_Bagga/status/2022122231393071330)  2026-02-13T01:34Z 279.7K followers, [---] engagements


"President Trump Launches $12 Billion Project Vault for Critical Minerals Project Vault combines a $10 billion U.S. Export-Import Bank loan with $2 billion in private funding to create the first strategic reserve aimed at private industry. Companies like General Motors Boeing and Google commit to future purchases at fixed prices while traders store minerals such as rare earths lithium and cobalt for drawdown during disruptions. The initiative addresses U.S. import reliance100% for some mineralsand China's dominance in processing with officials expecting taxpayer returns through interest."  
[X Link](https://x.com/Ajay_Bagga/status/2018547867728953413)  2026-02-03T04:51Z 279.7K followers, 10.1K engagements


"Western nations seized $ [---] bn of Russian FX reserves in [----] . Russia will get that back eventually Meantime they built a $ [---] bn Gold reserve in the last [--] years. @safiranand @WeekendInvestng @connectgurmeet 🚨 Russia's gold reserves exceed $400B for 1st time in history: Central Bank https://t.co/E2xdgXy1kL 🚨 Russia's gold reserves exceed $400B for 1st time in history: Central Bank https://t.co/E2xdgXy1kL"  
[X Link](https://x.com/Ajay_Bagga/status/2020075445463708013)  2026-02-07T10:01Z 279.7K followers, 50.8K engagements


"The AI reality in the words of an AI company veteran: I am no longer needed for the actual technical work of my job. I describe what I want built in plain English and it just appears. Not a rough draft I need to fix. The finished thing. I tell the AI what I want walk away from my computer for four hours and come back to find the work done. Done well done better than I would have done it myself with no corrections needed. A couple of months ago I was going back and forth with the AI guiding it making edits. Now I just describe the outcome and leave. Let me give you an example so you can"  
[X Link](https://x.com/Ajay_Bagga/status/2021782810491859357)  2026-02-12T03:05Z 279.7K followers, 18K engagements


"The honest answer is that nothing that can be done on a computer is safe in the medium term. If your job happens on a screen (if the core of what you do is reading writing analyzing deciding communicating through a keyboard) then AI is coming for significant parts of it. The timeline isnt someday. Its already started. Dario Amodei who is probably the most safety-focused CEO in the AI industry has publicly predicted that AI will eliminate 50% of entry-level white-collar jobs within one to five years. And many people in the industry think hes being conservative. Given what the latest models can"  
[X Link](https://x.com/Ajay_Bagga/status/2021785603076239652)  2026-02-12T03:17Z 279.7K followers, 36.1K engagements


"Sober thought. Was talking to a friend at a consultancy. He was mentioning a service they offer. It used to take them [---] person hours to deliver. With AI tools ( am not mentioning which ones) his team makes the first draft in [--] hours than works on it for [--] hours each line and data point is reconfirmed in another [--] hours to be absolutely sure there are no errors. In [--] hours what took [---] hours is ready to be sent to the client with the presentation made analytics ready and with their inhouse model sitting atop the off the shelf AI getting better every minute. Imagine. Embrace this"  
[X Link](https://x.com/Ajay_Bagga/status/2021789222533767474)  2026-02-12T03:31Z 279.7K followers, 21.3K engagements


"I had highlighted the Kiel Institute study a few days earlier. They studied [--] million shipments from Jan 2024- Nov [----] and found that US consumers paid 96% of the $ [---] bn collected as tariffs. Today the NY Fed brought out a study that gives out a similar conclusion. Study Finds Americans Paid Nearly All of Trump's [----] Tariffs Germany's Kiel Institute examined over [--] million shipments from January [----] to November [----] and found foreign exporters passed on nearly full tariff costs to U.S. importers absorbing just 4% through small price Study Finds Americans Paid Nearly All of Trump's 2025"  
[X Link](https://x.com/Ajay_Bagga/status/2021980838368620983)  2026-02-12T16:12Z 279.7K followers, 10.8K engagements


"This is the reality.US consumers paying 90% to 96% of the tariffs"  
[X Link](https://x.com/Ajay_Bagga/status/2021986046029021541)  2026-02-12T16:33Z 279.7K followers, [----] engagements


"Chinese company ByteDance released its latest AI model Seedance [---] just [--] hours ago. Someone tested the new version by giving it a prompt to generate a fight scene between Brad Pitt and Tom Cruise with their dialogue during the fight revolving around the Epstein files. With this release it has become almost impossible to distinguish between reality and fiction. To the extent that Lu Huang an AI consultant and digital film director said: I studied digital filmmaking for seven years and Id say that 90% of the skills I learned have now become useless after the release of Seedance [---]. H/T"  
[X Link](https://x.com/Ajay_Bagga/status/2022182067547910610)  2026-02-13T05:32Z 279.7K followers, 86.6K engagements


"Anthropic Finalizes $30 Billion Funding at $380 Billion Value Anthropic has completed a deal to raise $30 billion in funding from investors at a $380 billion valuation including the money raised bolstering the artificial intelligence company as it gains ground on rival OpenAI"  
[X Link](https://x.com/Ajay_Bagga/status/2022190434551058677)  2026-02-13T06:05Z 279.7K followers, [----] engagements


"Nuveen to Buy UK Asset Manager Schroders in [--] Billion Deal Nuveen is buying Schroders Plc in a [---] billion ($13.5 billion) deal creating one of the worlds largest active asset managers with nearly $2.5 trillion of assets"  
[X Link](https://x.com/Ajay_Bagga/status/2022225679841185858)  2026-02-13T08:25Z 279.7K followers, [----] engagements


"China Bought Some Venezuelan Oil From the US China has bought some Venezuelan oil that was purchased earlier by the US according to Energy Secretary Chris Wright"  
[X Link](https://x.com/Ajay_Bagga/status/2022225837198913842)  2026-02-13T08:26Z 279.7K followers, [----] engagements


"10 points from Dr Vishal Sikka on AI and its impact. Great note from _PrashantNair "Do we want to be afraid of the AI disruption Or do we want to look at the opportunities of what is now possible I want to focus on the later" The sell-off in Indian IT stocks is fueled by a powerful narrative that AI agents will automate complex enterprise workflows & "Do we want to be afraid of the AI disruption Or do we want to look at the opportunities of what is now possible I want to focus on the later" The sell-off in Indian IT stocks is fueled by a powerful narrative that AI agents will automate complex"  
[X Link](https://x.com/Ajay_Bagga/status/2022228128178090369)  2026-02-13T08:35Z 279.7K followers, 58.3K engagements


"The US CPI data for January [----] has been released by the Bureau of Labor Statistics today. The annual inflation rate in the US slowed to 2.4% in January [----] marking its lowest level since May down from 2.7% in each of the previous two months and below forecasts of 2.5%. The all-items index rose [---] percent for the [--] months ending January after rising [---] percent for the [--] months ending December. The all items less food and energy index rose [---] percent over the last [--] months. https://twitter.com/i/web/status/2022369927752224908 https://twitter.com/i/web/status/2022369927752224908"  
[X Link](https://x.com/Ajay_Bagga/status/2022369927752224908)  2026-02-13T17:58Z 279.7K followers, [----] engagements


"Hypothesis that dominated the discourse this week: AI is eating up Saas Financial and other companies. Disruption galore. Action: Goldman Sachs set up an index of companies that cannot be disrupted by AI Counter thesis emerging now: AI companies are positioning for mega IPOs. These influencer driven doomsday scenarios were pitches to get mega AI companies pre IPO rounds and position them for massively overvalued IPOs. The reality will emerge in time . The damage is done to Saas companies in terms of stock price plunges. The questions remain the reality will take time. We have to keep studying"  
[X Link](https://x.com/Ajay_Bagga/status/2022515185869819928)  2026-02-14T03:36Z 279.7K followers, 15.8K engagements

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