-- A Big AppLovin Critic Walked Back Some Of Its Claims. The Stock Jumped. [Major Indexes Rise as Tech Stocks Surge][There Was an 'Unmistakeable' Flight to Value Last Week][What's Next for Crypto After a Rough Week?][How Much Coca-Cola Stock is Expected to Move After Earnings]- Top StoriesEven with Monday's gains, shares of AppLovin have lost about 37% from December's highs amid heightened scrutiny of its practices and investors.Gabby Jones / Bloomberg / Getty ImagesClose### Key Takeaways- CapitalWatch said ...

Core Viewpoint - Muddy Waters' CEO Carson Block advises investors to be patient before attempting to short the AI revolution, indicating that the current market dynamics may not favor short-selling strategies at this time [1] Group 1 - The AI sector is experiencing significant growth, attracting considerable investor interest and leading to inflated valuations [1] - Block emphasizes the importance of timing in short-selling, suggesting that the market may not yet be ready for such strategies against AI companies [1] - The commentary reflects a cautious approach towards the AI market, highlighting the potential for volatility and the need for careful analysis before making investment decisions [1]

Shorting stocks can get retail investors into a boatload of trouble, especially given the potential pain that could be dealt out in the event of a short squeeze, or worse, a meme rally that draws the attention of the folks over on Reddit. After the great Gamestop (NYSE:GME) meme rally, no short-seller is safe, and that makes bearish put options a more compelling option to bet against certain names that one thinks are overdue for a big plunge. Though I would never short a stock based on a list of short ideas ...

Short selling on debt tied to some gambling companies has picked up after the UK’s planned tax hikes on the sector were more aggressive than expected. Read more in The Brink. https://t.co/fu7HOgDRKU ...

Short sellers betting against India’s newly listed consumer-tech startups are being forced to close their bearish bets at high prices https://t.co/bueUVRLtAI ...

Revelations from Morpheus vindicate short sellers but don’t make them much richer https://t.co/jezggkFt0n ...

Smart trader pension-usdt.eth has flipped from long to short, opening a 3x short on 1,000 $BTC($89.6M).He's now on a 7-trade winning streak, with total profits exceeding $22M.https://t.co/wWuCTPFTHx https://t.co/k1GPYfARa7 ...

The SEC delayed for the second time this year the deadline for hedge funds and other big investors to comply with much-watched disclosure rules for short selling and related stock lending https://t.co/ywYsUwc2nN ...

Core Viewpoint - Michael Burry, a billionaire investor known for predicting the 2008 housing crash, has once again influenced market movements [1] Group 1 - Burry's reputation stems from his successful prediction of the housing market collapse, which was depicted in the film "The Big Short" [1] - His recent actions or statements have caused notable reactions in the financial markets [1]

AI & Tech Industry Analysis - Shorting Nvidia or other big tech names is considered risky in the current market [2] - Focus should be on shorting AI "pretenders" rather than the leaders in the AI space [2][3] - An oversupply of speculative assets will eventually crush demand for those assets, potentially impacting leading AI companies [4][5] - Large language models (LLMs) are useful for parsing information and creating summaries, but haven't yet helped with pattern recognition [8][11] - There's uncertainty about how much capital expenditure (CapEx) for AI data centers is allocated to LLMs versus other forms of AI [9][10] - LLMs are expected to significantly impact the legal industry by automating document review and synthesis [13][14] Market Dynamics & Investment Strategies - Passive investing has diminished price discovery in the markets [15] - The "Inelastic Market Hypothesis" suggests that demand for stocks is not sensitive to price increases [16][17] - Every net dollar flowing into the US market increases aggregate market cap by $5 [17] - Passive investment strategies are becoming the market, leading to dispersion in indices where a small number of companies drive overall performance [18][19] - Junior mining, particularly in companies like Snow Line, presents an edge due to under-allocation of talent and limited investor understanding [21][22]