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Rahulfb
2025-11-11
How is meta put option
"Big Short" Michael Burry Shifts to "Battle Mode": Tech Giants' Profit Overstatements Due to Underestimated Depreciation—Oracle by 26.9%, Meta by 20.8% by 2028
Rahulfb
2021-06-25
Nice
Sorry, the original content has been removed
Rahulfb
2021-06-25
Nice
Sorry, the original content has been removed
Go to Tiger App to see more news
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is meta put option ","listText":"How is meta put option ","text":"How is meta put option","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/498912642998872","repostId":"1187050152","repostType":2,"repost":{"id":"1187050152","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1762828466,"share":"https://ttm.financial/m/news/1187050152?lang=en_US&edition=fundamental","pubTime":"2025-11-11 10:34","market":"hk","language":"en","title":"\"Big Short\" Michael Burry Shifts to \"Battle Mode\": Tech Giants' Profit Overstatements Due to Underestimated Depreciation—Oracle by 26.9%, Meta by 20.8% by 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1187050152","media":"Deep News","summary":"Michael Burry, famed for predicting the 2008 financial crisis, has once again targeted tech giants. On November 11, Burry posted on social media that these companies are artificially inflating...","content":"<p>Michael Burry, famed for predicting the 2008 financial crisis, has once again targeted tech giants. On November 11, Burry posted on social media that these companies are artificially inflating earnings by underestimating depreciation through extending the \"useful life\" of assets. He estimates that from 2026 to 2028, major tech firms could overstate profits by $176 billion due to this practice.</p>\n<p>Burry promised to reveal more details on November 25. He specifically highlighted that by 2028, Oracle's profits might be overstated by 26.9%, while Meta's could be exaggerated by 20.8%. Notably, Burry previously disclosed holding put options on NVIDIA and Palantir, reigniting market attention on his bearish stance toward the AI sector.</p>\n<p>Wall Street institutions like Morgan Stanley and Bank of America have also warned that the market severely underestimates the true scale of current AI investments and is unprepared for the impact of future depreciation expenses. This could lead to tech giants' actual profitability falling far below market expectations.</p>\n<p>**Accounting \"Tricks\": Extending Hardware Lifespans to Smooth Costs** \nBurry argues that tech giants are employing accounting \"gimmicks.\" In his post, he noted that extending the \"useful life\" of assets to understate depreciation is \"one of the most common modern frauds.\" He emphasized that computing equipment, such as NVIDIA chips and servers—typically with 2-3 year lifecycles—should not have prolonged depreciation periods. However, \"hyperscalers\" like Meta, Alphabet, Microsoft, Oracle, and Amazon are doing just that, with some even stretching depreciation cycles to six years.</p>\n<p>Amazon, however, shortened the estimated useful life of some servers and networking equipment from six to five years in Q1 2025, citing accelerated AI advancements. If this trend reverses and expands, it could lead to accelerated depreciation recognition, impacting short-term earnings.</p>\n<p>**Depreciation \"Time Bomb\": Market Unprepared for Future Profit Shock** \nBank of America has also warned that Wall Street is \"underestimating\" the growth of future depreciation expenses. Analyst Justin Post noted that as Google, Meta, and Amazon's capital expenditures surge in 2024 and 2025, their depreciation costs will inevitably accelerate post-2026. By 2027, the market's consensus for these three companies alone could understate actual depreciation expenses by nearly $16.4 billion, suggesting their true profitability may lag far behind current expectations.</p>\n<p>The \"short lifespan\" of AI assets exacerbates this risk. Hardware like GPUs, used for AI computing, faces rapid technological obsolescence and high workloads, with effective lifespans of just 3-5 years—contrary to tech giants' extended depreciation practices.</p>\n<p>**Wall Street's Warning: Underestimated Capex and \"Off-Balance-Sheet\" Expansion** \nMorgan Stanley's research highlights that tech giants' AI capital expenditure intensity is nearing peak levels seen during the dot-com bubble, yet public data doesn't fully reflect the investment picture. Two key factors contribute to this underestimation:</p>\n<p>1. **Rise of Financing Leases**: Companies like Microsoft and Oracle are increasingly using these \"off-balance-sheet\" tools to build data centers, with initial investments excluded from traditional capex. Including financing leases, Morgan Stanley estimates Microsoft's 2026 capex-to-sales ratio would jump from 28% to 38%. \n2. **Delayed Impact of \"Construction in Progress (CIP)\"**: Significant capital remains on balance sheets without depreciation, meaning the profit impact has only just begun.</p>\n<p>Bank of America warns that the AI infrastructure market could repeat historical patterns of overcapacity and price wars due to aggressive investment. If supply continues outpacing demand, aggressive pricing strategies may emerge by 2027, forcing hyperscalers to cut prices to maintain data center utilization—eroding profitability. This further supports Burry's argument about overstated tech earnings.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Big Short\" Michael Burry Shifts to \"Battle Mode\": Tech Giants' Profit Overstatements Due to Underestimated Depreciation—Oracle by 26.9%, Meta by 20.8% by 2028</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Big Short\" Michael Burry Shifts to \"Battle Mode\": Tech Giants' Profit Overstatements Due to Underestimated Depreciation—Oracle by 26.9%, Meta by 20.8% by 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-11-11 10:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Michael Burry, famed for predicting the 2008 financial crisis, has once again targeted tech giants. On November 11, Burry posted on social media that these companies are artificially inflating earnings by underestimating depreciation through extending the \"useful life\" of assets. He estimates that from 2026 to 2028, major tech firms could overstate profits by $176 billion due to this practice.</p>\n<p>Burry promised to reveal more details on November 25. He specifically highlighted that by 2028, Oracle's profits might be overstated by 26.9%, while Meta's could be exaggerated by 20.8%. Notably, Burry previously disclosed holding put options on NVIDIA and Palantir, reigniting market attention on his bearish stance toward the AI sector.</p>\n<p>Wall Street institutions like Morgan Stanley and Bank of America have also warned that the market severely underestimates the true scale of current AI investments and is unprepared for the impact of future depreciation expenses. This could lead to tech giants' actual profitability falling far below market expectations.</p>\n<p>**Accounting \"Tricks\": Extending Hardware Lifespans to Smooth Costs** \nBurry argues that tech giants are employing accounting \"gimmicks.\" In his post, he noted that extending the \"useful life\" of assets to understate depreciation is \"one of the most common modern frauds.\" He emphasized that computing equipment, such as NVIDIA chips and servers—typically with 2-3 year lifecycles—should not have prolonged depreciation periods. However, \"hyperscalers\" like Meta, Alphabet, Microsoft, Oracle, and Amazon are doing just that, with some even stretching depreciation cycles to six years.</p>\n<p>Amazon, however, shortened the estimated useful life of some servers and networking equipment from six to five years in Q1 2025, citing accelerated AI advancements. If this trend reverses and expands, it could lead to accelerated depreciation recognition, impacting short-term earnings.</p>\n<p>**Depreciation \"Time Bomb\": Market Unprepared for Future Profit Shock** \nBank of America has also warned that Wall Street is \"underestimating\" the growth of future depreciation expenses. Analyst Justin Post noted that as Google, Meta, and Amazon's capital expenditures surge in 2024 and 2025, their depreciation costs will inevitably accelerate post-2026. By 2027, the market's consensus for these three companies alone could understate actual depreciation expenses by nearly $16.4 billion, suggesting their true profitability may lag far behind current expectations.</p>\n<p>The \"short lifespan\" of AI assets exacerbates this risk. Hardware like GPUs, used for AI computing, faces rapid technological obsolescence and high workloads, with effective lifespans of just 3-5 years—contrary to tech giants' extended depreciation practices.</p>\n<p>**Wall Street's Warning: Underestimated Capex and \"Off-Balance-Sheet\" Expansion** \nMorgan Stanley's research highlights that tech giants' AI capital expenditure intensity is nearing peak levels seen during the dot-com bubble, yet public data doesn't fully reflect the investment picture. Two key factors contribute to this underestimation:</p>\n<p>1. **Rise of Financing Leases**: Companies like Microsoft and Oracle are increasingly using these \"off-balance-sheet\" tools to build data centers, with initial investments excluded from traditional capex. Including financing leases, Morgan Stanley estimates Microsoft's 2026 capex-to-sales ratio would jump from 28% to 38%. \n2. **Delayed Impact of \"Construction in Progress (CIP)\"**: Significant capital remains on balance sheets without depreciation, meaning the profit impact has only just begun.</p>\n<p>Bank of America warns that the AI infrastructure market could repeat historical patterns of overcapacity and price wars due to aggressive investment. If supply continues outpacing demand, aggressive pricing strategies may emerge by 2027, forcing hyperscalers to cut prices to maintain data center utilization—eroding profitability. This further supports Burry's argument about overstated tech earnings.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0072462426.USD":"贝莱德全球配置 A2","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4566":"资本集团","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","ORCL":"甲骨文","BK4543":"AI","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU2168564495.EUR":"AZ ALLOCATION - 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On November 11, Burry posted on social media that these companies are artificially inflating earnings by underestimating depreciation through extending the \"useful life\" of assets. He estimates that from 2026 to 2028, major tech firms could overstate profits by $176 billion due to this practice.\nBurry promised to reveal more details on November 25. He specifically highlighted that by 2028, Oracle's profits might be overstated by 26.9%, while Meta's could be exaggerated by 20.8%. Notably, Burry previously disclosed holding put options on NVIDIA and Palantir, reigniting market attention on his bearish stance toward the AI sector.\nWall Street institutions like Morgan Stanley and Bank of America have also warned that the market severely underestimates the true scale of current AI investments and is unprepared for the impact of future depreciation expenses. This could lead to tech giants' actual profitability falling far below market expectations.\n**Accounting \"Tricks\": Extending Hardware Lifespans to Smooth Costs** \nBurry argues that tech giants are employing accounting \"gimmicks.\" In his post, he noted that extending the \"useful life\" of assets to understate depreciation is \"one of the most common modern frauds.\" He emphasized that computing equipment, such as NVIDIA chips and servers—typically with 2-3 year lifecycles—should not have prolonged depreciation periods. However, \"hyperscalers\" like Meta, Alphabet, Microsoft, Oracle, and Amazon are doing just that, with some even stretching depreciation cycles to six years.\nAmazon, however, shortened the estimated useful life of some servers and networking equipment from six to five years in Q1 2025, citing accelerated AI advancements. If this trend reverses and expands, it could lead to accelerated depreciation recognition, impacting short-term earnings.\n**Depreciation \"Time Bomb\": Market Unprepared for Future Profit Shock** \nBank of America has also warned that Wall Street is \"underestimating\" the growth of future depreciation expenses. Analyst Justin Post noted that as Google, Meta, and Amazon's capital expenditures surge in 2024 and 2025, their depreciation costs will inevitably accelerate post-2026. By 2027, the market's consensus for these three companies alone could understate actual depreciation expenses by nearly $16.4 billion, suggesting their true profitability may lag far behind current expectations.\nThe \"short lifespan\" of AI assets exacerbates this risk. Hardware like GPUs, used for AI computing, faces rapid technological obsolescence and high workloads, with effective lifespans of just 3-5 years—contrary to tech giants' extended depreciation practices.\n**Wall Street's Warning: Underestimated Capex and \"Off-Balance-Sheet\" Expansion** \nMorgan Stanley's research highlights that tech giants' AI capital expenditure intensity is nearing peak levels seen during the dot-com bubble, yet public data doesn't fully reflect the investment picture. Two key factors contribute to this underestimation:\n1. **Rise of Financing Leases**: Companies like Microsoft and Oracle are increasingly using these \"off-balance-sheet\" tools to build data centers, with initial investments excluded from traditional capex. Including financing leases, Morgan Stanley estimates Microsoft's 2026 capex-to-sales ratio would jump from 28% to 38%. \n2. **Delayed Impact of \"Construction in Progress (CIP)\"**: Significant capital remains on balance sheets without depreciation, meaning the profit impact has only just begun.\nBank of America warns that the AI infrastructure market could repeat historical patterns of overcapacity and price wars due to aggressive investment. If supply continues outpacing demand, aggressive pricing strategies may emerge by 2027, forcing hyperscalers to cut prices to maintain data center utilization—eroding profitability. This further supports Burry's argument about overstated tech earnings.","news_type":1,"symbols_score_info":{"XMAG":1,"AMZN":1,"MSFT":1,"ORCL":1,"AAPL":1,"FB":1,"GOOG":1,"NVDA":1,"META":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122093131,"gmtCreate":1624586973123,"gmtModify":1703841055738,"author":{"id":"3579604962735173","authorId":"3579604962735173","name":"Rahulfb","avatar":"https://static.tigerbbs.com/5e06ddcb50d16bf716a09fc4b38401bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579604962735173","idStr":"3579604962735173"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122093131","repostId":"2146029313","repostType":4,"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122007749,"gmtCreate":1624586899081,"gmtModify":1703841057039,"author":{"id":"3579604962735173","authorId":"3579604962735173","name":"Rahulfb","avatar":"https://static.tigerbbs.com/5e06ddcb50d16bf716a09fc4b38401bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579604962735173","idStr":"3579604962735173"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122007749","repostId":"2146029313","repostType":4,"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":122007749,"gmtCreate":1624586899081,"gmtModify":1703841057039,"author":{"id":"3579604962735173","authorId":"3579604962735173","name":"Rahulfb","avatar":"https://static.tigerbbs.com/5e06ddcb50d16bf716a09fc4b38401bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579604962735173","idStr":"3579604962735173"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122007749","repostId":"2146029313","repostType":4,"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":498912642998872,"gmtCreate":1762829919778,"gmtModify":1762831301518,"author":{"id":"3579604962735173","authorId":"3579604962735173","name":"Rahulfb","avatar":"https://static.tigerbbs.com/5e06ddcb50d16bf716a09fc4b38401bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579604962735173","idStr":"3579604962735173"},"themes":[],"title":"","htmlText":"How is meta put option ","listText":"How is meta put option ","text":"How is meta put option","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/498912642998872","repostId":"1187050152","repostType":2,"repost":{"id":"1187050152","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1762828466,"share":"https://ttm.financial/m/news/1187050152?lang=en_US&edition=fundamental","pubTime":"2025-11-11 10:34","market":"hk","language":"en","title":"\"Big Short\" Michael Burry Shifts to \"Battle Mode\": Tech Giants' Profit Overstatements Due to Underestimated Depreciation—Oracle by 26.9%, Meta by 20.8% by 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1187050152","media":"Deep News","summary":"Michael Burry, famed for predicting the 2008 financial crisis, has once again targeted tech giants. On November 11, Burry posted on social media that these companies are artificially inflating...","content":"<p>Michael Burry, famed for predicting the 2008 financial crisis, has once again targeted tech giants. On November 11, Burry posted on social media that these companies are artificially inflating earnings by underestimating depreciation through extending the \"useful life\" of assets. He estimates that from 2026 to 2028, major tech firms could overstate profits by $176 billion due to this practice.</p>\n<p>Burry promised to reveal more details on November 25. He specifically highlighted that by 2028, Oracle's profits might be overstated by 26.9%, while Meta's could be exaggerated by 20.8%. Notably, Burry previously disclosed holding put options on NVIDIA and Palantir, reigniting market attention on his bearish stance toward the AI sector.</p>\n<p>Wall Street institutions like Morgan Stanley and Bank of America have also warned that the market severely underestimates the true scale of current AI investments and is unprepared for the impact of future depreciation expenses. This could lead to tech giants' actual profitability falling far below market expectations.</p>\n<p>**Accounting \"Tricks\": Extending Hardware Lifespans to Smooth Costs** \nBurry argues that tech giants are employing accounting \"gimmicks.\" In his post, he noted that extending the \"useful life\" of assets to understate depreciation is \"one of the most common modern frauds.\" He emphasized that computing equipment, such as NVIDIA chips and servers—typically with 2-3 year lifecycles—should not have prolonged depreciation periods. However, \"hyperscalers\" like Meta, Alphabet, Microsoft, Oracle, and Amazon are doing just that, with some even stretching depreciation cycles to six years.</p>\n<p>Amazon, however, shortened the estimated useful life of some servers and networking equipment from six to five years in Q1 2025, citing accelerated AI advancements. If this trend reverses and expands, it could lead to accelerated depreciation recognition, impacting short-term earnings.</p>\n<p>**Depreciation \"Time Bomb\": Market Unprepared for Future Profit Shock** \nBank of America has also warned that Wall Street is \"underestimating\" the growth of future depreciation expenses. Analyst Justin Post noted that as Google, Meta, and Amazon's capital expenditures surge in 2024 and 2025, their depreciation costs will inevitably accelerate post-2026. By 2027, the market's consensus for these three companies alone could understate actual depreciation expenses by nearly $16.4 billion, suggesting their true profitability may lag far behind current expectations.</p>\n<p>The \"short lifespan\" of AI assets exacerbates this risk. Hardware like GPUs, used for AI computing, faces rapid technological obsolescence and high workloads, with effective lifespans of just 3-5 years—contrary to tech giants' extended depreciation practices.</p>\n<p>**Wall Street's Warning: Underestimated Capex and \"Off-Balance-Sheet\" Expansion** \nMorgan Stanley's research highlights that tech giants' AI capital expenditure intensity is nearing peak levels seen during the dot-com bubble, yet public data doesn't fully reflect the investment picture. Two key factors contribute to this underestimation:</p>\n<p>1. **Rise of Financing Leases**: Companies like Microsoft and Oracle are increasingly using these \"off-balance-sheet\" tools to build data centers, with initial investments excluded from traditional capex. Including financing leases, Morgan Stanley estimates Microsoft's 2026 capex-to-sales ratio would jump from 28% to 38%. \n2. **Delayed Impact of \"Construction in Progress (CIP)\"**: Significant capital remains on balance sheets without depreciation, meaning the profit impact has only just begun.</p>\n<p>Bank of America warns that the AI infrastructure market could repeat historical patterns of overcapacity and price wars due to aggressive investment. If supply continues outpacing demand, aggressive pricing strategies may emerge by 2027, forcing hyperscalers to cut prices to maintain data center utilization—eroding profitability. This further supports Burry's argument about overstated tech earnings.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Big Short\" Michael Burry Shifts to \"Battle Mode\": Tech Giants' Profit Overstatements Due to Underestimated Depreciation—Oracle by 26.9%, Meta by 20.8% by 2028</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Big Short\" Michael Burry Shifts to \"Battle Mode\": Tech Giants' Profit Overstatements Due to Underestimated Depreciation—Oracle by 26.9%, Meta by 20.8% by 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-11-11 10:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Michael Burry, famed for predicting the 2008 financial crisis, has once again targeted tech giants. On November 11, Burry posted on social media that these companies are artificially inflating earnings by underestimating depreciation through extending the \"useful life\" of assets. He estimates that from 2026 to 2028, major tech firms could overstate profits by $176 billion due to this practice.</p>\n<p>Burry promised to reveal more details on November 25. He specifically highlighted that by 2028, Oracle's profits might be overstated by 26.9%, while Meta's could be exaggerated by 20.8%. Notably, Burry previously disclosed holding put options on NVIDIA and Palantir, reigniting market attention on his bearish stance toward the AI sector.</p>\n<p>Wall Street institutions like Morgan Stanley and Bank of America have also warned that the market severely underestimates the true scale of current AI investments and is unprepared for the impact of future depreciation expenses. This could lead to tech giants' actual profitability falling far below market expectations.</p>\n<p>**Accounting \"Tricks\": Extending Hardware Lifespans to Smooth Costs** \nBurry argues that tech giants are employing accounting \"gimmicks.\" In his post, he noted that extending the \"useful life\" of assets to understate depreciation is \"one of the most common modern frauds.\" He emphasized that computing equipment, such as NVIDIA chips and servers—typically with 2-3 year lifecycles—should not have prolonged depreciation periods. However, \"hyperscalers\" like Meta, Alphabet, Microsoft, Oracle, and Amazon are doing just that, with some even stretching depreciation cycles to six years.</p>\n<p>Amazon, however, shortened the estimated useful life of some servers and networking equipment from six to five years in Q1 2025, citing accelerated AI advancements. If this trend reverses and expands, it could lead to accelerated depreciation recognition, impacting short-term earnings.</p>\n<p>**Depreciation \"Time Bomb\": Market Unprepared for Future Profit Shock** \nBank of America has also warned that Wall Street is \"underestimating\" the growth of future depreciation expenses. Analyst Justin Post noted that as Google, Meta, and Amazon's capital expenditures surge in 2024 and 2025, their depreciation costs will inevitably accelerate post-2026. By 2027, the market's consensus for these three companies alone could understate actual depreciation expenses by nearly $16.4 billion, suggesting their true profitability may lag far behind current expectations.</p>\n<p>The \"short lifespan\" of AI assets exacerbates this risk. Hardware like GPUs, used for AI computing, faces rapid technological obsolescence and high workloads, with effective lifespans of just 3-5 years—contrary to tech giants' extended depreciation practices.</p>\n<p>**Wall Street's Warning: Underestimated Capex and \"Off-Balance-Sheet\" Expansion** \nMorgan Stanley's research highlights that tech giants' AI capital expenditure intensity is nearing peak levels seen during the dot-com bubble, yet public data doesn't fully reflect the investment picture. Two key factors contribute to this underestimation:</p>\n<p>1. **Rise of Financing Leases**: Companies like Microsoft and Oracle are increasingly using these \"off-balance-sheet\" tools to build data centers, with initial investments excluded from traditional capex. Including financing leases, Morgan Stanley estimates Microsoft's 2026 capex-to-sales ratio would jump from 28% to 38%. \n2. **Delayed Impact of \"Construction in Progress (CIP)\"**: Significant capital remains on balance sheets without depreciation, meaning the profit impact has only just begun.</p>\n<p>Bank of America warns that the AI infrastructure market could repeat historical patterns of overcapacity and price wars due to aggressive investment. If supply continues outpacing demand, aggressive pricing strategies may emerge by 2027, forcing hyperscalers to cut prices to maintain data center utilization—eroding profitability. This further supports Burry's argument about overstated tech earnings.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0072462426.USD":"贝莱德全球配置 A2","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4566":"资本集团","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","ORCL":"甲骨文","BK4543":"AI","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU2168564495.EUR":"AZ ALLOCATION - 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On November 11, Burry posted on social media that these companies are artificially inflating earnings by underestimating depreciation through extending the \"useful life\" of assets. He estimates that from 2026 to 2028, major tech firms could overstate profits by $176 billion due to this practice.\nBurry promised to reveal more details on November 25. He specifically highlighted that by 2028, Oracle's profits might be overstated by 26.9%, while Meta's could be exaggerated by 20.8%. Notably, Burry previously disclosed holding put options on NVIDIA and Palantir, reigniting market attention on his bearish stance toward the AI sector.\nWall Street institutions like Morgan Stanley and Bank of America have also warned that the market severely underestimates the true scale of current AI investments and is unprepared for the impact of future depreciation expenses. This could lead to tech giants' actual profitability falling far below market expectations.\n**Accounting \"Tricks\": Extending Hardware Lifespans to Smooth Costs** \nBurry argues that tech giants are employing accounting \"gimmicks.\" In his post, he noted that extending the \"useful life\" of assets to understate depreciation is \"one of the most common modern frauds.\" He emphasized that computing equipment, such as NVIDIA chips and servers—typically with 2-3 year lifecycles—should not have prolonged depreciation periods. However, \"hyperscalers\" like Meta, Alphabet, Microsoft, Oracle, and Amazon are doing just that, with some even stretching depreciation cycles to six years.\nAmazon, however, shortened the estimated useful life of some servers and networking equipment from six to five years in Q1 2025, citing accelerated AI advancements. If this trend reverses and expands, it could lead to accelerated depreciation recognition, impacting short-term earnings.\n**Depreciation \"Time Bomb\": Market Unprepared for Future Profit Shock** \nBank of America has also warned that Wall Street is \"underestimating\" the growth of future depreciation expenses. Analyst Justin Post noted that as Google, Meta, and Amazon's capital expenditures surge in 2024 and 2025, their depreciation costs will inevitably accelerate post-2026. By 2027, the market's consensus for these three companies alone could understate actual depreciation expenses by nearly $16.4 billion, suggesting their true profitability may lag far behind current expectations.\nThe \"short lifespan\" of AI assets exacerbates this risk. Hardware like GPUs, used for AI computing, faces rapid technological obsolescence and high workloads, with effective lifespans of just 3-5 years—contrary to tech giants' extended depreciation practices.\n**Wall Street's Warning: Underestimated Capex and \"Off-Balance-Sheet\" Expansion** \nMorgan Stanley's research highlights that tech giants' AI capital expenditure intensity is nearing peak levels seen during the dot-com bubble, yet public data doesn't fully reflect the investment picture. Two key factors contribute to this underestimation:\n1. **Rise of Financing Leases**: Companies like Microsoft and Oracle are increasingly using these \"off-balance-sheet\" tools to build data centers, with initial investments excluded from traditional capex. Including financing leases, Morgan Stanley estimates Microsoft's 2026 capex-to-sales ratio would jump from 28% to 38%. \n2. **Delayed Impact of \"Construction in Progress (CIP)\"**: Significant capital remains on balance sheets without depreciation, meaning the profit impact has only just begun.\nBank of America warns that the AI infrastructure market could repeat historical patterns of overcapacity and price wars due to aggressive investment. If supply continues outpacing demand, aggressive pricing strategies may emerge by 2027, forcing hyperscalers to cut prices to maintain data center utilization—eroding profitability. This further supports Burry's argument about overstated tech earnings.","news_type":1,"symbols_score_info":{"XMAG":1,"AMZN":1,"MSFT":1,"ORCL":1,"AAPL":1,"FB":1,"GOOG":1,"NVDA":1,"META":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122093131,"gmtCreate":1624586973123,"gmtModify":1703841055738,"author":{"id":"3579604962735173","authorId":"3579604962735173","name":"Rahulfb","avatar":"https://static.tigerbbs.com/5e06ddcb50d16bf716a09fc4b38401bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579604962735173","idStr":"3579604962735173"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122093131","repostId":"2146029313","repostType":4,"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}