BillyR
BillyR
There are no long term poor people in the world; there are only those lazy people!
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avatarBillyR
04-20 22:09

Burry Sees Bubble, Bulls See Breakthrough: Palantir's Platform Edge Proves Him Wrong

Here's a comprehensive, bullish counter-article based on the title "Burry Sees Bubble, Bulls See Breakthrough: Palantir's Platform Edge Proves Him Wrong". It directly counters Michael Burry's ongoing 2026 bearish thesis on Palantir (PLTR)—including his repeated claims that the stock is worth "well under $50" (as low as $46 in some scenarios), his critiques of the platform as consultant-heavy and vulnerable to "Anthropic Displacement" or agile generative AI competitors, and his view of PLTR as wildly overvalued amid AI hype—while highlighting the Artificial Intelligence Platform (AIP)'s unique ontology-driven edge, accelerating enterprise adoption, sticky high-margin economics, and measurable breakthrough in operationalizing AI at scale as of mid-April 2026.Burry Sees Bubble, Bulls See Brea
Burry Sees Bubble, Bulls See Breakthrough: Palantir's Platform Edge Proves Him Wrong
avatarBillyR
04-17

Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't Touch

Here's a comprehensive, bullish counter-article based on the title "Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't Touch". It directly addresses Burry's concerns about hyperscaler capex sustainability (~$700B projected for the big four in 2026), potential cash flow strain, ROI delays, and accounting issues, while pivoting to the durable competitive advantages (moats) of leaders like Nvidia (CUDA ecosystem, full-stack infrastructure) and Palantir (ontology-driven AIP platform, sovereign AI partnerships) that protect their positions and enable long-term value creation beyond near-term spending pressures.Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't TouchMichael Burry's bearish stance on AI has zeroed in on the massive capital expenditure s
Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't Touch
avatarBillyR
04-16

From Big Short to Big Miss? Why Burry's Fragile Market Warning Overlooks AI Resilience

Here's a comprehensive, bullish counter-article based on the title "From Big Short to Big Miss? Why Burry's Fragile Market Warning Overlooks AI Resilience". It directly engages Burry's warnings of market fragility (e.g., stocks at record highs as a share of household wealth, parallels to pre-dot-com peaks, AI bubble too big for even government intervention to save, and predictions of prolonged bear markets or systemic collapse in 2026–2027), while highlighting AI's demonstrated resilience through strong earnings, accelerating adoption, and structural demand as of mid-April 2026.From Big Short to Big Miss? Why Burry's Fragile Market Warning Overlooks AI ResilienceMichael Burry, the legendary investor behind "The Big Short," has issued stark warnings about the fragility of today's market, pa
From Big Short to Big Miss? Why Burry's Fragile Market Warning Overlooks AI Resilience
avatarBillyR
04-15

Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin Reality

Here's a comprehensive, bullish counter-article based on the title "Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin Reality". It directly confronts Burry's bearish valuation math (suggesting PLTR could fall toward $46 based on fundamentals, high spending, and perceived margin inflation) while emphasizing Palantir's actual execution in April 2026: explosive U.S. commercial growth via the AIP platform, exceptional Rule of 40 performance, sticky contracts, and capital-light economics that make his downside scenario unrealistic.Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin RealityMichael Burry has been vocal in his skepticism toward Palantir (PLTR), with his Scion Asset Management disclosing significant put options against the stock in late
Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin Reality
avatarBillyR
04-14

Dot-Com 2.0? No—AI Is Infrastructure 2.0: The Bull Case Burry Underestimates

Here's a comprehensive, bullish counter-article based on the title "Dot-Com 2.0? No—AI Is Infrastructure 2.0: The Bull Case Burry Underestimates". It directly addresses Burry's warnings of an AI bubble reminiscent of the dot-com era—speculative overinvestment, fragile valuations, circular ecosystems, and potential multi-year bear markets—while highlighting why AI represents foundational infrastructure with durable, compounding returns, unlike the consumer-speculative dot-com frenzy.Dot-Com 2.0? No—AI Is Infrastructure 2.0: The Bull Case Burry UnderestimatesMichael Burry has positioned himself as the voice of caution in the AI boom. His high-profile shorts on Palantir (PLTR) and Nvidia (NVDA)—including a $912 million notional put position on PLTR entered in Q3 2025—come with explicit dot-co
Dot-Com 2.0? No—AI Is Infrastructure 2.0: The Bull Case Burry Underestimates
avatarBillyR
04-14

Beyond the Depreciation Debate: How AI Capex Delivers Real ROI That Burry's Missing

Here's a comprehensive, bullish counter-article based on the title "Beyond the Depreciation Debate: How AI Capex Delivers Real ROI That Burry's Missing". It directly tackles Burry's criticism of extended GPU/server depreciation schedules (which he claims understate expenses by ~$176 billion from 2026–2028, artificially inflating earnings by up to 20%+ for names like Meta and Oracle), frames it as a rational response to real-world tech evolution rather than "fraud," and shifts focus to tangible, accelerating ROI signals from hyperscaler investments in 2026.Beyond the Depreciation Debate: How AI Capex Delivers Real ROI That Burry's MissingMichael Burry's bearish thesis on AI has centered on aggressive accounting at hyperscalers: stretching depreciation lives on Nvidia-powered GPUs and server
Beyond the Depreciation Debate: How AI Capex Delivers Real ROI That Burry's Missing
avatarBillyR
04-13
avatarBillyR
04-13

Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting Started

Here's a comprehensive, bullish counter-article based on the title "Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting Started". It directly addresses Burry's key bearish points (AI bubble akin to dot-com, unsustainable hyperscaler capex, aggressive depreciation assumptions inflating earnings, lack of near-term ROI, and overvaluation of "poster children" like PLTR and NVDA) while highlighting why the long-term structural tailwinds make his shorts vulnerable—especially as we sit in April 2026 with mixed but resilient performance signals.Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting StartedMichael Burry made headlines in late 2025 with massive put positions against Palantir (PLTR) and Nvidia (NVDA)—over $1 billion notional in puts, concent
Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting Started
avatarBillyR
04-10
$FLY 20260508 37.0 PUT$ Just buying the stock at discount. Trying to spot the next growth stock. Starting a 300 shares position
avatarBillyR
03-30
$Palantir Technologies Inc.(PLTR)$ 10% fired. Firing more if market continues to drop!
avatarBillyR
03-27
avatarBillyR
03-18
I'm not looking at my portfolio as often this year. Selling weekly options is good and I'm getting comfortable with the cashflow.  I am bringing my parents oversea on business class and let them try everything they want to. This year will be a year to spoil my parents 😂 What is your personal goal this year? This is my portfolio until I hit my milestone.  $Palantir Technologies Inc.(PLTR)$  $Amazon.com(AMZN)$  $NVIDIA(NVDA)$  $Broadcom(AVGO)$  
avatarBillyR
03-17
avatarBillyR
03-05

What is your age group and what are your peers doing?

Here are three tailored explanations to convince people in each age group (20–30, 30–40, and 40–60) why investing remains essential — no matter their life stage — and how their risk level naturally evolves as time passes. Each pitch speaks to the priorities, realities, and mindset of that group.For people aged 20–30 (young adults building their career and life)Investing isn't something to delay until you're "settled" — it's the single biggest advantage you have right now: time. Thanks to compound growth, even modest amounts invested consistently can grow dramatically over 30–40 years. For example, starting with small regular contributions in your 20s can turn into a substantial nest egg by retirement, far more than waiting until your 40s to begin the same habit. Delaying means missing out
What is your age group and what are your peers doing?
avatarBillyR
02-03
While I spent 7 years investing, I never expect to gain so much in a day. I want to double this number and hope everyone jump onboard! $Amazon.com(AMZN)$  $Palantir Technologies Inc.(PLTR)$  $Broadcom(AVGO)$  $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  
avatarBillyR
02-03
avatarBillyR
02-03

No fear for Pltr

Latest PLTR DataCurrent Price: $158.79 Current P/S Ratio: 84.47 (based on FY2025 revenue) Current P/E Ratio: 232.62 (based on FY2025 net income) Projected Ratios in 1 Year (Assuming Continued Growth)Based on the past year's (FY2025 vs. FY2024) revenue growth rate of approximately 56% and net income growth rate of approximately 251.7%, continuing at the same rates:Projected P/S Ratio (at current price): 54.14 Projected P/E Ratio (at current price): 66.14 These projections assume no changes in shares outstanding or other factors, and are based on annual financial data from the latest Q4 2025 report. Actual results may vary due to market conditions, operational changes, or other variables. businesswire.com These are calculations based on current earnings and projected revenue for 2026. For Pl
No fear for Pltr
avatarBillyR
01-22

Harness Intelligence: Dive into Palantir's Software Solutions for Advanced Data Integration and Skyrocketing Returns

Harness Intelligence: Dive into Palantir's Software Solutions for Advanced Data Integration and Skyrocketing ReturnsPalantir Technologies (PLTR) is pioneering advanced data integration through its suite of software solutions, enabling organizations to fuse disparate data sources into cohesive, actionable intelligence. Platforms like Foundry for enterprise data orchestration, Gotham for secure government analytics, Apollo for seamless deployments, and the Artificial Intelligence Platform (AIP) for AI-driven insights allow users to integrate complex datasets in real-time, uncovering patterns and optimizing operations across industries. In an era where data silos hinder progress, Palantir's tools break down barriers, driving efficiency in everything from supply chain management to national se
Harness Intelligence: Dive into Palantir's Software Solutions for Advanced Data Integration and Skyrocketing Returns
avatarBillyR
01-21

Why Palantir's Big Data Platforms Are Your Ticket to Explosive Stock Growth in Tech

Why Palantir's Big Data Platforms Are Your Ticket to Explosive Stock Growth in TechPalantir Technologies (PLTR) is revolutionizing the tech landscape with its big data platforms, designed to integrate, analyze, and operationalize massive datasets for governments and enterprises. At its core, platforms like Gotham for secure government intelligence, Foundry for commercial data orchestration, and the Artificial Intelligence Platform (AIP) empower users to turn chaotic data into strategic insights, fueling efficiency in sectors from defense to manufacturing. As AI demand surges, Palantir's software stands out for handling complex, real-world data challenges, positioning it as a leader in the big data analytics market. With shares up over 150% in 2025, PLTR offers investors a prime opportunity
Why Palantir's Big Data Platforms Are Your Ticket to Explosive Stock Growth in Tech
avatarBillyR
01-20

Unlock the Future: Invest in Palantir's AI-Powered Data Analytics Revolutionizing Global Enterprises

Unlock the Future: Invest in Palantir's AI-Powered Data Analytics Revolutionizing Global EnterprisesPalantir Technologies (PLTR) stands at the forefront of the AI revolution, offering cutting-edge software platforms that integrate vast datasets, enable real-time analysis, and drive operational decisions for governments and businesses alike. Founded in 2003 with roots in intelligence and defense, Palantir has evolved into a powerhouse in big data analytics, leveraging AI to solve complex problems across sectors like healthcare, finance, manufacturing, and national security. Its core products—Gotham for government operations, Foundry for commercial data integration, Apollo for deployment, and the Artificial Intelligence Platform (AIP) for advanced AI applications—are transforming how organiz
Unlock the Future: Invest in Palantir's AI-Powered Data Analytics Revolutionizing Global Enterprises

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