To The Moon

In The Beginning. In 2021, Mark Zuckerberg recast Facebook as $Meta Platforms, Inc.(META)$ and declared the metaverse, the company’s next great frontier. He framed it as the “successor to the mobile internet” and said Meta would be “metaverse-first”, whatever that means. The Definition. Metaverse is supposedly a digital realm where people would work, socialize, and spend much of their lives. It sounds so futuristic and technologically advanced, 4 years ago when Metaverse concept was first promoted. The hype was not all Zuckerberg though. Grayscale, the investment firm specializing in crypto, branded Metaverse a trillion-dollar revenue opportunity. Barbados (country) even opened an embassy in Decentraland, one of the worlds in the metaverse.

In The Beginning. In 2021, Mark Zuckerberg recast Facebook as $Meta Platforms, Inc.(META)$ and declared the metaverse, the company’s next great frontier. He framed it as the “successor to the mobile internet” and said Meta would be “metaverse-first”, whatever that means. The Definition. Metaverse is supposedly a digital realm where people would work, socialize, and spend much of their lives. It sounds so futuristic and technologically advanced, 4 years ago when Metaverse concept was first promoted. The hype was not all Zuckerberg though. Grayscale, the investment firm specializing in crypto, branded Metaverse a trillion-dollar revenue opportunity. Barbados (country) even opened an embassy in Decentraland, one of the worlds in the metaverse.

I am certain everyone would have known about Michael Burry’s latest short on $Tesla Motors(TSLA)$. The man made no attempt to hide. He blogged about it from his Substack newsletter - Cassandra Unchained, calling Tesla “ridiculously overvalued”. Then again, recent short activity is not Burry’s first and certainly would not be his last. Burry's history with shorting Tesla is a notable example of a value-investing thesis being early, and the differences between his past and current positions, highlight an evolving debate around TSLA's valuation. 2021 Short: 📅 In early 2020, Burry's hedge fund, Scion Asset Management, first disclosed a large-scale short position on Tesla using ‘put’ options, as shown in its May 2021 - 13F filing. The bet was reportedl

I am certain everyone would have known about Michael Burry’s latest short on $Tesla Motors(TSLA)$. The man made no attempt to hide. He blogged about it from his Substack newsletter - Cassandra Unchained, calling Tesla “ridiculously overvalued”. Then again, recent short activity is not Burry’s first and certainly would not be his last. Burry's history with shorting Tesla is a notable example of a value-investing thesis being early, and the differences between his past and current positions, highlight an evolving debate around TSLA's valuation. 2021 Short: 📅 In early 2020, Burry's hedge fund, Scion Asset Management, first disclosed a large-scale short position on Tesla using ‘put’ options, as shown in its May 2021 - 13F filing. The bet was reportedl

Extra, Extra. Read All About It. It is official. $Netflix(NFLX)$ has emerged victorious with what appears to be the highest & winning bid for $Warner Bros. Discovery(WBD)$. According to Deadline, NFLX will commence exclusive talks to finalize a deal. This caps a tumultuous day that saw $Paramount Skydance Corp(PSKY)$ move aggressively to counter the giant streamer and seal a deal of its own for WBD. According to sources, NFLX offered $27.75 a share for WBD, mostly in cash vs PSKY all-cash of $30 a share. Many believe this fast-moving auction is one that will reshape the entertainment landscape dramatically, locally in the US and globally. The Bidding War. WBD

I am certain everyone would have known about Michael Burry’s latest short on $Tesla Motors(TSLA)$. The man made no attempt to hide. He blogged about it from his Substack newsletter - Cassandra Unchained, calling Tesla “ridiculously overvalued”. Then again, recent short activity is not Burry’s first and certainly would not be his last. Burry's history with shorting Tesla is a notable example of a value-investing thesis being early, and the differences between his past and current positions, highlight an evolving debate around TSLA's valuation. 2021 Short: 📅 In early 2020, Burry's hedge fund, Scion Asset Management, first disclosed a large-scale short position on Tesla using ‘put’ options, as shown in its May 2021 - 13F filing. The bet was reportedl

For the last week of November 2025, a mix of delayed & up-to-date reports were released. It’s the latest glimpse into US economy before the Fed convenes the following week, on Dec 9 -10. Below is a recap of the reports. US Retail Sales (MoM). The September 2025 report showed sales increased by a disappointing 0.2%. It has fallen significantly short of market forecast of a 0.4% rise. And has fallen sharply from August 2025’s 0.6% growth. Total sales reached $733.3 billion,that’s a +4.3% YoY growth. Control Group sales, that exclude volatile categories and feed into GDP calculation, actually declined by -0.1%. This implies underlying consumer spending may be weaker than headline number suggests. Producer Price Index (PPI). For September 2025, US producers MoM inflation rose across the bo