I published Fannie & Freddie, Toxic Twins No More No More? It is a 30 min read, not a light lift.My Excel models for these two are downloadable at the end of the article.https://t.co/SxhG8It3nA https://t.co/03knZAGMTj ...

I published Fannie & Freddie, Toxic Twins No More No More. It is a 30 min read, not a light lift.My Excel models for these two are downloadable at the end of the article.https://t.co/SxhG8Isvy2 https://t.co/ShPCPaoD5u ...

Calling for pics and proof of Nvidia GPUs being warehoused in mass quantities In the US but also overseas. Some have reached out to me already. And it is getting interesting. But I need more.Kakashii (@kakashiii111):To give a little more context ahead of my post next week, here is some rough simple math:Let's assume everything Jensen says is true (including reading thousands of emails a day):Jensen said 6 million Blackwell GPUs have shipped.Since Blackwell is out, Nvidia reported 111B https://t.co/S6qzUbrgn ...

The first half of 2021, I made some noise and news on a number of bearish callls - TSLA, GME, Bitcoin, Robinhood, the Nasdaq 100.MANY, including journalists like Jonathan Levin and Shuli Ren @Bloomberg cite these specific examples of how wrong I have been again and again to invalidate what I am saying today, but history proves differently.This is roughly what they did from that early 2021 time to early 2023, when in the middle of the banking crisis I said I was not seeing true danger and it could resolve qu ...

Inflation Concerns - Michael Burry warned about impending inflation as early as February 2021 [1] - Burry highlighted the Federal Reserve's policy of monetizing $80 billion (800 亿) of Treasury debt per month [1] - Burry pointed to trillions of dollars in stimulus/debt and economic reopening as factors contributing to inflation pressure [1] - Burry suggested parallels between the current economic situation and the 1970s American inflation [1]

July 1, 2021 CNBC reports my warning that meme stocks were set to crash.The red arrow belows points to July 1, 2021https://t.co/vrls1izhdy https://t.co/gmXEumc0Ww ...

If a point is worth making, it is worth making twice. https://t.co/C3FiK2qfTt ...

Fun facts1. Even a $1 Trillion OpenAI raising $60B would not be near enough even though it would be the largest IPO raise in history by more than 2x. And will not change its Netscape fate.2. Over 90% of subscribers on Substack are free so almost every estimate of Substack revenue you see is >10x too much.3. I did not know there would be video released for my podcast with Michael Lewis- that much will be obvious if you come across it.4. Palantir is DiamondCluster.https://t.co/L3JqVYjIdp ...

Everyone that knows anything knows this.OpenAI is the next Netscape, doomed and hemorrhaging cash, Microsoft is trying to keep it afloat while keeping it off balance sheet and sucking out the IP. So why do they keep getting funded? The whole industry NEEDS a 500 billion IPO ASAP.Marc Benioff (@Benioff):LLMs are the new disk drives: commodity infrastructure you hot-swap for whoever’s cheapest + best. The fantasy that the model is a moat just expired. ☠️ https://t.co/VIBm3TH6nr ...

Jan 31, 2023 - I tweet “Sell”Banking crisis ensues and banks fail. There is panic and stocks fall.Mar 13, 2023 - I tweet “This crisis could resolve very quickly. I am not seeing true danger here.”March 30, 2023 - I tweet “I was wrong to say sell.”/meme corrected https://t.co/uQoPCncRYh ...