brock
@FuzzyLogicBrock
Programmer/Cryptographer/dtx0 Zomma-Vomma maxi GM Atomic Chess GM Chaturaji Advantage Player
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best trading account on twitter for years, guy has literally no idea what is going on and somehow not liquidated every move against him is a market maker conspiracy theory pure entertainment, bravo
Looks like the options crooks already took over manipulation in $NFLX. I should have got out of that POS stock too. $TSLA
when this is over and the obvious ives should be charged with financial terrorism
We view this as short lived mini panic moment for tech stocks as we believe tech stocks will have a major rally into the rest of the year as investors look to play the AI Revolution and the 2nd/3rd/4th derivatives now playing out across consumer/enterprise names. Firmly bullish🐂
lol
There’s a pretty strong argument no sane person should short anything, ever. Asymmetric downside.
guy is always speaking his book, ill give him that but its usually in an attempt to combat seo of negative news like this recall yesterday bc his product almost burnt down 5 customers homes
Dave: "So let me get this straight, Michael. You started Cursor three years ago." Michael: "Yes, Dave." Dave: "And you just raised $900 million." Michael: "Correct." Dave: "At a $9.9 billion valuation." Michael: "That's right." Dave: "You're doing over $500 million in ARR."…
AI by SPX level: >6800: Zuck is going to build and fuck the AI God 6500-6800: AI is going to revolutionize the economy 6100-6500: The Mag 7 is real <6100: AI means Actually Indians
guy who doesn't trust the government so he pays a premium so someone else can buy and hold large prime numbers for him or something
Lots of people rejoicing/opining @michaeljburry closing shop, I never like it when someone hangs out a shingle, tries really hard (publicly) and then fails. It takes a lot of guts to do what he did. The fact that they made a movie about him is nuts, what a story. I've seen SOOO…
im very comfortable in expressing my opinion that the hopium dealers cosplaying as ceo/ai experts are selling you sci fi fantasy tech that is decades away and that these llm companies will never make it and all this capex is shit
So many people are vaporizing their reputation as someone with intellectual integrity You have no fucking idea what is going to happen with AI. The path is so cloudy that the biggest company in the world is whipsawing $400B in market cap every day Have a little humility
perfect episode for all you geniuses bagging on burry podcasts.apple.com/us/podcast/odd…
i would counter this argument by saying that burry is fine at investing in theory but that the entire market has become more and more built off of momentum and multiple expansion and is just dumb. failed to adapt to the retardation of the crowd.
Burry is bad at investing. He's just one of many value investors from the early 2000s that concluded their track record with a single good macro bet on housing. One factor bet plus one macro bet. That's it. This was of course no real sample size at all. Burry completely…
it’s not impossible, you’re just a moron
This take has been more well received than expected (still mostly being called an idiot). My last point is that if Brad actually was the #1 golfer in the world, I’d still be called an idiot for saying it. It’s impossible to know without him playing pro, I hope we get to see it
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