Independent thinking for complex markets and current events
Michael Burry said Tuesday he has placed a bearish wager against Caterpillar , believing the construction-equipment maker has become one of the market’s most overvalued beneficiaries of the artificial intelligence investment boom. The famed investor said he shorted Caterpillar shares at $1,060.98, alongside new bearish positions in Nvidia , Applied Materials , Tesla and the …
Michael Saylor: “I give you the upside. You have no downside. And I pay you a dividend while you wait to get rich.” pic.twitter.com/UaukM20gTW — The Assembly (@InTheAssembly) June 26, 2026
May 19, 2025 …He had been quite bullish on China, owning large Chinese stocks like Alibaba, Baidu, JD.Com, and PDD Holdings. But after selling these stocks, he also purchased put options on these names. Put options are similar to call options but in the opposite direction, essentially betting that a stock price will decline. Burry …
Michael Saylor: "I said to YOU to never sell your Bitcoin. I never said that THE COMPANY wouldn’t sell its Bitcoin." byu/PerfectTicket inButtcoin
Ray Dalio just gave the most important AI investing warning of the year (Save this). The question put to him was simple with Alphabet raising $85 billion in equity, debt markets flooding with AI capital, and war spending piling on top, is there a crowding out happening? Can the system absorb all of it? Yes, …
Burry dropping bombs: SpaceX, OpenAI, Anthropic IPO wave could hit $4 trillion — bigger than the dot-com peak. It is already bursting. Why do you think the AI companies are rushing to get IPOs? They are trying to offload the bag before skipping out. Meta launches AI leaderboard to track employees, then shuts it down …
@straitstimes 🤖 A robot took a tumble while dancing to Michael Jackson's Billie Jean and was dragged off stage at a store event in Shenzhen, China. #robotfails ♬ original sound – The Straits Times @loczniki This one robot on your FYP 🤖 ♬ original sound – Nicki i Loczek AC
Taiwan and South Korea have officially leapfrogged Western markets in valuation growth this year… TSMC now accounts for a staggering 40% of Taiwan’s total market capitalization, creating a single-point-of-failure scenario… Michael Burry and other macro bears are publicly drawing parallels between the current AI debt frenzy and the 1999 dot-com bubble… Foreign capital is fleeing …
Michael Che bails on Kevin Hart roast then gripes white guys roast too dirty. SNL star whines black jokes hit shoes while white ones drag slavery math and sex crimes. Che calls out Hollywood roast double standard, lights up total hypocrisy storm. Elon Musk piles on hard, labels it absolute true hypocrisy in the industry. …
Burry noted the Philadelphia Semiconductor Index has surged 65% so far in 2026, a vertical move that almost perfectly replicates the weeks leading up to the March 2000 tech wreck. JUST IN: Michael Burry says market is "minutes" away from big crash — Kalshi (@Kalshi) May 12, 2026 JPMorgan, $JPM, has said investor fear is …
Burry just dropped the biggest warning yet on this clown market. lol. Ridiculous. WTH is going on. 1999 vibes https://t.co/NjwbDbjYUW — QE Infinity (@StealthQE4) May 8, 2026 Nasdaq 100 $QQQ is now the most overbought since 2017 🚨🚨🚨 pic.twitter.com/r1CrDWHi3z — Barchart (@Barchart) May 8, 2026 BREAKING: Michael Burry says the market today feels like 'the …
Michael Burry of ‘The Big Short’ fame is known for predicting the 2007-2008 housing crisis and financial crash. Now, the former hedge fund manager — who’s earned a reputation for spotting potential bubbles — argues in a recent Substack that Wall Street has been overstating tech earnings by 42% over the past decade (1). This …
Michael Yon warns dire times are ahead. Apart from this war escalating, he is warning that we all need to urgently prepare for widespread famine levels not seen in modern history, starvation levels none of us have likely ever experienced.
Strategy, the largest corporate holder of Bitcoin, is facing unrealized losses exceeding $9 billion on its digital asset treasury as the leading crypto asset dropped below $74,000 amid a broad market selloff.
Bull Theory @BullTheoryio 🚨THE $2 TRILLION PRIVATE CREDIT MARKET COULD BE FACING ITS FIRST MAJOR BANKRUPTCY. Blue Owl manages about $273 billion in assets. It is one of the biggest lenders behind the AI data center buildout. When companies like Meta, CoreWeave, or Crusoe need billions to build large data center campuses, they often go …
Every single "Epstein victim" pictured here was an adult at the time of their claimed victimization. Has the media bothered to clarify this? pic.twitter.com/zUxnnqZp4X — Michael Tracey (@mtracey) February 12, 2026 SheThinksFreely @L08818 Here is one of @RepThomasMassie alleged “survivors” Elizabeth Stein She works for Tides Foundation (soros open society funded) funded World Without Exploitation …
DON’S WRATH Furious Trump vows to sue Epstein estate and former pal Michael Wolff after they ‘conspired’ to destroy his career FURIOUS Donald Trump has vowed to sue the estate of Jeffrey Epstein and former pal Michael Wolff after alleging they conspired to destroy his political career. Trump said he was told the newly released …
Did Michael Saylor pull off one of the greatest scams of all time? Will $MSTR collapse the entire crypto market in 2026? https://t.co/4QRL9Vb6eS pic.twitter.com/31b1mjkMwY — Financelot (@FinanceLancelot) January 1, 2026 Michael Saylor’s $MSTR has crashed 66% in the last 6 months, falling from $457 to $152. Nearly $90 billion has been wiped from the market …
Dear FBI Dir Kash Patel & POTUS, With all due respect, per Nick Shirley's video, if Minnesota Gov. Tim Walz & other officials aren't indicted on fraud, and if droves of Somalis aren't sent back to Somalia, then the 'rule of law' is dead and the MAGA promise is built on buIIshit. pic.twitter.com/k5yfrxtgDY — Dennis …
Authored by Mike Shedlock via mishtalk, Investor made famous by ‘The Big Short’ is shorting Nvidia and Palantir. The Big Short Yet Again? The Wall Street Journal reports Michael Burry Bets He Isn’t Too Early to Go Against the AI Juggernaut Michael Burry has seen this movie before. Take, for instance, the scene in “The Big …
Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife Barbara committed to seed Trump accounts for approximately 300,000 children in Connecticut. Following the Dells’ pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. “Ray has joined what we …
Michael Burry warns the U.S. might be headed towards full nationalization of the Bond Market 🤯👀😱 pic.twitter.com/Enwbs6ZFnS — Barchart (@Barchart) December 12, 2025 10Y 4.2 Powell is fuming — Don Johnson (@DonMiami3) December 12, 2025 10 year yield right back up to 3 month highs despite the Fed announcing t-bill QE. The bond market is …
It's clear 99% of the public has no idea what's really going on here. Entire "donation" + more is written off to avoid taxes Bradley Gerstner setup the investment, pumping it back into the S&P $DELL & encouraging parents to invest more at the top of the largest bubble we've seen pic.twitter.com/7gHUkgxYJU — Financelot (@FinanceLancelot) …
Big Short investor Michael Burry said that OpenAI is destined to end up like web browser company Netscape, which fizzled out after a landmark IPO in 1995. He also said Palantir $PLTR is DiamondCluster, a consulting firm that rocketed in market cap and size in 2000 but eventually sold out to PricewaterhouseCoopers for around $380M. …
