$Vistra Energy Corp.(VST)$ This is a hidden gem, top mover of the year. Grab this back when the market was dumping due to recession fear. $140 by end of year? Good stock to position for both AI and War. When AI is up, this is up. When war/oil is up, this is also up. Double the upward trend.
He doesn't need to fire him. It's a warning shot for the incoming Fed chairman and the other Fed members. The real show is whether they will witch-hunt Jerome Powell when his term is over.
1-hit wonder who kept harping on his only success. Counter to this was his short bet on Tesla in 2021. 4 years later, Tesla reach all-time high. Imagine holding your puts for 4 years for that. Technology is not the same as housing. Burry is just an intuitive gambler on shorts not a wise person.
Nvidia is the new Cisco: this flawed argument is already old news. We already heard of this argument many years ago. Most of his arguments are just words salad, nothing really substantial. He is trying too hard. His external investors don’t agree with him, thats why he is all alone now and have to deregister his hedgefund because he kept losing money. Also note that unlike professional research where they will do an in depth study, Michael Burry doesn't speak to anyone else.
Which is why Congress is so outdated, China revenues is literally zero now. They are busy politicking without considering real world consequences and reality.
Overreaction is when they are interpreting noises as fears or concerns. Instead of saying Peter Thiel sold Tesla, Nvidia and Vistra, he still hold Palantir stocks. They focus on "Peter Thiel dump Nvidia." Same for SoftBank This overreaction is exactly why they exit, because now they can enter back at a discount.
It's kinda pointless. Impractical bill. Firstly, you can't verify whether the demand in US is met periodically, and secondly, OpenAI, Microsoft are also building data centers in other countries. Plus right now China is also not willing to buy US chips. So this legislation is just meaningless and waste of taxpayers time.
LOL..he is too much. He realizes that he loses his bets, and is trying too hard. He is intentionally trying to create dips because he knows he gets the attention. [Happy] Didn't Nvidia already trying to offload some of the deprecation concerns through chips leasing.
At this point, people still don't realize the implications of AI with military and why it is so important to the government. Bubble? It is too costly for them to fail or fall behind China.