@michaeljburry / appears on tweets, cassandra-unchained, tweets, tweets, cassandra-unchained, cassandra-unchained, tweets, cassandra-unchained, cassandra-unchained, tweets, tweets, cassandra-unchained, tweets, tweets, tweets, cassandra-unchained, tweets, tweets, cassandra-unchained, tweets
Stripe Inc. and Advent International offered to buy PayPal Holdings Inc. at a valuation topping $53 billion
IBM and HCA Swoons
IBM and HCA Swoons
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
NVIDIA takes the hit when corporate token splurges fade and the demand staircase turns out to be a one-off scramble dressed up as permanent AI need.
Executive Order 14393 Promoting Access to Mortgage Credit was signed March 13, 2026. This EO gave the FHFA director 120 days to submit a report on the efficiency of national housing finance markets, recommendations on regulations or legislation. That is due right around this July 11th weekend
I cannot be the first to do this.
Cheaper oil alone won't open the door to cuts, and the Fed is likely to stay on hold at its next meeting until it sees core inflation convincingly cooling
The AI boom has evolved far beyond a technology story
if the SPS LP is affirmed by Treasury, the Twins' stocks will fall straight to the low single digits
Higher mortgage rates lead to lower building permits
Agentic AI is pretty difficult to implement at scale in production because (1) a bunch of new types of systems need to be built that have never existed before (orchestration /routing, context engineering, state management, multi-agent collaboration, security / compliance etc)
What's happening at the finance layer is interesting and could be problematic. But time will tell.
The AI race is shifting from bigger models to cheaper, smarter systems
Now, Class, remember this is Michael Burry's "top pick"
#Blackrock, #Blackstone, #Apollo are watching their private credit credit and private equity portfolios and simultaneously setting the Guinesss Book of World Records record for BREATH-HOLDING, going on 4 years now
watching their private credit credit and private equity portfolios and simultaneously setting the Guinesss Book of World Records record for BREATH-HOLDING, going on 4 years now
I will never buy cyclicals at low PEs and record earnings. Say it again. I will never buy cyclicals at low PEs and record earnings.
AI stocks to the moon! What is wrong with you? Paper Hands? BTFD Never Sell Stonks!
Home prices never fall! Buy 5 houses! Are you both dumb AND blind?
Companies are issuing shares more, buying back less.
That is not enough lag for the proprietary models to be comfortable let alone optimistic.
brute-force language processing powered by zillions of power-hungry chips has become an incredibly ironic bottleneck
More than 95% [94% by my calculation] of the world's announced NVIDIA Grace Blackwell GPU capacity has yet to be deployed
Intrator also unknowingly argued against this point of his at the Fortune Brainstorm AI conference when he attempted to describe circular financing as really just good logistics securing a volatile supply chain given compute and power take years to build.
Meta (META) extended its useful server lives to 5.5 years, reducing the depreciation hit to net income by $2.9 billion. Same hardware but opposite conclusions by two of the biggest.
Bring on the AI robots and see what happens.
So today I purchased two new positions, and added to one.
Intuit has been a gem of a business, in that rare category of software companies that could almost be considered utilities.
NVIDIA is benefitting from strong demand, but is selling into a concentrated set of buyers whose own demand is being distorted by a training and benchmarking phase that will not last.
I am short the SOX (the Philadelphia Semiconductor Index) for this reason.
SOXX, the iShares Semiconductor ETF, the index at the dead center of the AI trade... sits +50.5% above its 200-day trend
No reach data yet.
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