Lancelotz
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$NEBIUS(NBIS)$ it's time to cash out on this stock after holding for a year. Time to put funds to another multi-bagger. đ $POET(POET)$
CoreWeave literally just said in their Q3 2025 earnings call (Nov 10) that theyâre recontracting older GPUs like A100s for new inference workloads. In plain English - the âoldâ hardware is still making money. So if Burryâs out there saying hyperscalers are understating depreciation, he probably hasnât read that call yet. The stuff he thinks is âdepreciatingâ is actually getting rented out again. He should be panicking for the opposite reason , these assets are lasting longer than anyone expected.
Michael Burry Warns of $176 Billion Depreciation Understatement by Tech Giants
Burryâs short positions on PLTR and NVDA (via puts) were taken sometime last quarter based on his latest 13F as of September 30, 2025. Depending on when he entered, those trades are almost certainly deep underwater today. Both stocks are up roughly 10 to 15 percent since the end of Q3, and theta decay isnât doing him any favors. He has made many short calls in the past. Some were legendary, but plenty didnât work out. You be the judge. A lot of people like to compare the current AI boom to the dot-com bubble. I keep saying theyâre not the same. Back in 2000, when the dot-com crash happened, very few people were actually buying things online. The market was full of brand-new companies with no revenue and no real business model. Investors were throwing money at anything with â.comâ in the na
Burryâs short positions on PLTR and NVDA (via put options) were established sometime last quarter, based on his latest 13F filing as of September 30, 2025. ïżŒ Depending on when he entered those trades, theyâre likely deep underwater now, especially with both stocks up 10-15% since the end of Q3, not to mention theta decay eating away at the optionsâ value. ïżŒ ïżŒ Burryâs made plenty of short bets in the past, but many havenât played out in his favor. You be the judge.
Michael Burry Challenges the AI Trade with Big Short Bets on Nvidia and Palantir
There is no AI bubble. Bubble means over valuation without people using or paying for the service. Most AI compute are in high demand - meaning real companies or people are paying for the service. You can listen to hyscalers earnings call and you know demand far exceed supply now. Give it another 18 months perhaps to re-look at this "bubble".
How Much Longer Can the AI Bubble Last? Inside Wall Street's Great Debate
Interesting analysis. Amazonâs use of first-party shopping data for targeted advertising is exactly the kind of practice regulators in the U.S. and Europe are scrutinizing. I'm sure Googe and meta have their fair share of anti trust lawsuit to face
Amazon's "Crown Jewel" Is This Business That Doesn't Get Nearly Enough Attention
$NEBIUS(NBIS)$ took a quarter profit at $48. Should I take another quarter profit?
$NEBIUS(NBIS)$ hidden GeM in AI trade
a âtotal resetâ after one meeting in Switzerland. Thatâs all it takes, right? A quick sit-down and suddenly decades of complex U.S.-China relations are magically smoothed over. âMuch agreed to,â he saysâno details, no explanations, just big, shiny words and lots of enthusiasm. Classic. Itâs almost impressive how every meeting he has somehow turns into the greatest breakthrough in history.
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What if WP won the majority vote and become the gahmen? Is that a good outcome ?
One analyst article will only lift the stock temporarily. Global uncertainties will drag down the market for the next few months.
Tesla's Troubles Are Overblown, Analyst Says. This Is Why The Stock Could Rebound.
Ho Say Liao!!
China to Impose Additional 84% Tariffs on U.S. Goods from April 10
It seems like heâs trying to engineer a recession to pressure Jerome Powellâwho hasnât been aligning with Trumpâs viewsâinto slashing rates. Why? A 1% rate cut could reduce U.S. interest payments on the national debt by over $300 billion. Thatâs a massive incentive.
Trump: There Is No Inflation, Fed Should Cut Rates
He is playing poker with the rest of the world. Who is calling his bluff? China didn't.
Trump Is Fighting a Trade War He Canât Win. The Stock Market Is the Loser
$ASML Holding NV(ASML)$
$NVIDIA(NVDA)$
It's going to be bad. depend how bad. If not as bad as market expect, the. It maybe positive for the short term. TSLA need other catalyst to recover.
Tesla and Elon Musk Are in the Eye of a Storm. Will First-Quarter Deliveries Provide Some Relief?
Up 39% since i last post
@Lancelotz:$Mitek(MITK)$Long term good buy
Very good
General Motors shares surges more than 3% in moring trading
Good
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