Someone posted a comment a while back in another community that came across as pure genius:
Start a fund to short the market on H1B heavy companies...
Here is what I can tell you...
There is a community of people actively investigating all of the mini "consultancies" that funnel H1B workers to the larger IT service providers, who then put contractors at American companies.
They are using the LCA Disclosure Data published by the US DOL here:
[https://www.dol.gov/agencies/eta/foreign-labor/performance](https://www.dol.gov/agencies/eta/foreign-labor/performance)
At 90% of those mini "consultancies" operate as "shell companies" or "front companies".
Add to that, the as yet unsuccessful court cases against the H1B Visa fee, Visa stampings being delayed into 2027, and H1B holders being required to return home to get stamped, and the fact that it has been discovered that as many as 90% of credentials may be faked by foreign workers, and it looks like the H1B worker industry may be collapsing.
Have a look at this GitHub Repo to see what The IT Contractors Union is doing to help collapse that industry:
[https://github.com/ITContractorsUnion](https://github.com/ITContractorsUnion)
Consider this document as well, and its potential implications to the H1B Program:
[https://github.com/ITContractorsUnion/ITContractorsUnion/blob/Main/Legal/Petition-For-Mandamus.pdf](https://github.com/ITContractorsUnion/ITContractorsUnion/blob/Main/Legal/Petition-For-Mandamus.pdf)
Oh, and BTW, MSFT is down 11% on 29 January 2026.
