$Vistra Energy Corp.(VST)$ 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.
[Happy] [Happy] [Happy] Whoever listens to Michael Burry has no common sense. If Nvidia didn't secure those inventories, they will be like Intel and AMD. Basically Nvidia hogged all the memory and components neededz That's an incredible smart move. All those comparison to Cisco and blah are all shallow comparisons that anyone can do. Superficial.
Michael Burry Draws Parallel Between Nvidia's Supply Commitments and Cisco's Dot-Com Bubble Peak
No point...just him throwing tantrums. The court keeps him in check. Trump doesn't realize that he is just a tool for the Republican Party. If he truly overstep, he is going to get impeach again. Just him realizing he is not actually the King of America. [Happy] [Happy] [Happy] [LOL]
Trump Renews Attack on US Supreme Court, Vows Other Tariffs, Licenses
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.
Trump Says He Has No Plan to Fire Fed's Powell Despite Investigation
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.
Michael Burry Bets He Isn't Too Early to Go Against the AI Juggernaut
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.
"Big Short" Investor Burry Targets AI Boom With New Blog After Hedge Fund Closure
Which is why Congress is so outdated, China revenues is literally zero now. They are busy politicking without considering real world consequences and reality.
White House Asks Congress to Reject Bill Curbing Nvidia Exports, Bloomberg Reports
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.
Nvidia Stock Fell After Peter Thiel Dumped His Stake. Why "Everyone" Is Selling
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.
Amazon and Microsoft Back Effort That Would Restrict Nvidia’s Exports to China