To The Moon

CoreWeave literally just said in their Q3 2025 earnings call (Nov 10) that they’re recontracting older GPUs like A100s for new inference workloads. In plain English - the “old” hardware is still making money. So if Burry’s out there saying hyperscalers are understating depreciation, he probably hasn’t read that call yet. The stuff he thinks is “depreciating” is actually getting rented out again. He should be panicking for the opposite reason , these assets are lasting longer than anyone expected.

Burry’s 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 isn’t doing him any favors. He has made many short calls in the past. Some were legendary, but plenty didn’t 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 they’re 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 “.com” in the na

Burry’s 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.  Depending on when he entered those trades, they’re 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 options’ value.   Burry’s made plenty of short bets in the past, but many haven’t played out in his favor. You be the judge.

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". 

Interesting analysis. Amazon’s 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 

$NEBIUS(NBIS)$ took a quarter profit at $48. Should I take another quarter profit?

$NEBIUS(NBIS)$ hidden GeM in AI trade 

a “total reset” after one meeting in Switzerland. That’s all it takes, right? A quick sit-down and suddenly decades of complex U.S.-China relations are magically smoothed over. “Much agreed to,” he says—no details, no explanations, just big, shiny words and lots of enthusiasm. Classic. It’s almost impressive how every meeting he has somehow turns into the greatest breakthrough in history. 

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.