Sometimes, we see bubbles.
Sometimes, there is something to do about it.
Sometimes, the only winning move is not to play. pic.twitter.com/xNBSvjGgvs— Cassandra Unchained (@michaeljburry) October 31, 2025
23M gov employees + 40M SNAP EBT begin pulling liquidity out of the banking system November 1.
The government shutdown was orchestrated to cause a regional banking crisis. That's why mainstream media started reporting on $NVDA round tripping, private credit & 1929 two weeks ago. https://t.co/69t3Zvk99e pic.twitter.com/B00yU6mEtF
— Financelot (@FinanceLancelot) October 30, 2025
The AI bubble is getting more and more convoluted by the day pic.twitter.com/YBS9lOyDLP
— SpacBobby (@SpacBobby) October 31, 2025
‘Sometimes the only winning move is not to play,’ says Michael Burry in bubble warning
Concerns about stock market exuberance build as AI tech spending sees shift to debt
It’s getting choppy. The heavy weighting afforded the megacap tech stocks meant the reception given to their third-quarter earnings was very likely to determine the stock market’s short-term direction.