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🚨 THE BIG SHORT STRIKES AGAIN MICHAEL BURRY JUST ISSUED A MASSIVE WARNING ON BIG TECH AND ALMOST NOBODY IS TALKING ABOUT THE ACCOUNTING TRICK HIDING IN PLAIN SIGHT HERE IS THE INTELLIGENCE BREAKDOWN 🕵️‍♂️ THE PLAYERS BURRY IS TARGETING THE BALANCE SHEETS OF MICROSOFT ORACLE META AND GOOGLE...

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Eronima

15,347 subscribers

155,015 次观看 • 6 个月前 •via X (Twitter)

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🚨 THIS IS HOW AI BUBBLE ENDS S&P 500 keeps hitting new all-time highs. The crowd thinks they are buying a resilient index. In reality, they are holding a ticking time bomb. And Big Tech is the one lighting the fuse. Apple, Microsoft, Google, Meta are no longer cash machines. Now they are just massive factories drowning in debt. By end of 2026, every cent of profit burns on chips and data centers. Even worse: their own billions aren't enough anymore. Big Tech borrowing exploded 357% in a single year. They are literally begging the market for cash. Why? This is pure FOMO. They're buried in debt for infrastructure that may never turn a profit. If AI doesn't fix productivity, this will be the most expensive bubble in history. And when this bubble bursts, it won't just hit tech. It will drag the entire S&P 500 into the abyss. Remember, I've called every major turn for the last 10 years, including the recent BTC $82K bull trap and the $111K top in October. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.
0:36

🚨 THIS IS HOW AI BUBBLE ENDS S&P 500 keeps hitting new all-time highs. The crowd thinks they are buying a resilient index. In reality, they are holding a ticking time bomb. And Big Tech is the one lighting the fuse. Apple, Microsoft, Google, Meta are no longer cash machines. Now they are just massive factories drowning in debt. By end of 2026, every cent of profit burns on chips and data centers. Even worse: their own billions aren't enough anymore. Big Tech borrowing exploded 357% in a single year. They are literally begging the market for cash. Why? This is pure FOMO. They're buried in debt for infrastructure that may never turn a profit. If AI doesn't fix productivity, this will be the most expensive bubble in history. And when this bubble bursts, it won't just hit tech. It will drag the entire S&P 500 into the abyss. Remember, I've called every major turn for the last 10 years, including the recent BTC $82K bull trap and the $111K top in October. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.

MARMOT

300,675 次观看 • 2 个月前

Please exercise caution, as this content is sensitive. Are you able to provide the name and specifics of the individual in this video? The statement in question is deeply offensive, implying that ‘the people of Tigray are not part of the human race, suggesting even the devil would disown them.’ This is not a direct translation, but a summary meant for documentation purposes, as it was broadcast on national television.
0:41

Please exercise caution, as this content is sensitive. Are you able to provide the name and specifics of the individual in this video? The statement in question is deeply offensive, implying that ‘the people of Tigray are not part of the human race, suggesting even the devil would disown them.’ This is not a direct translation, but a summary meant for documentation purposes, as it was broadcast on national television.

Getachew Temare

11,701 次观看 • 2 年前

This whole Michael Burry $PLTR story has been wild. I wanted to give my take on: 1. How Burry’s handled the whole situation 2. The information in the Substack 3. How the optics and timing don’t look great for Burry The reality is Burry has an opinion, which in itself is fine, but when people counter that opinion and all your do is either block them or tell them to pay $500 to reread your unfounded opinion then you end up being the one who looks like a grifter. As of today, the “Big Short” looks like the Big Grifter. My take is below:
5:01

This whole Michael Burry $PLTR story has been wild. I wanted to give my take on: 1. How Burry’s handled the whole situation 2. The information in the Substack 3. How the optics and timing don’t look great for Burry The reality is Burry has an opinion, which in itself is fine, but when people counter that opinion and all your do is either block them or tell them to pay $500 to reread your unfounded opinion then you end up being the one who looks like a grifter. As of today, the “Big Short” looks like the Big Grifter. My take is below:

FetzInvests

22,914 次观看 • 6 个月前

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”
1:33

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,297 次观看 • 9 个月前

OUR FLESH IS NOT REAL The dream world is the real world, and the real world is the dream world. You are in an upside down reality. Brother Bobby Hemmit tried to tell us this back in the 90s.. Yakhi is telling us the truth. YOU ARE NOT REAL. This is not the true world, this is a hologram. This is not the true pleroma. All the sh*t that’s going on is a stage. The world is a stage, just not getting paid. You are the main characters. You are a soul! You descent into this existence, and you think it's real because of your 5 senses. The flesh is a prison. This is why I'm not worried about death, death ain’t real. You are transcending!
1:27

OUR FLESH IS NOT REAL The dream world is the real world, and the real world is the dream world. You are in an upside down reality. Brother Bobby Hemmit tried to tell us this back in the 90s.. Yakhi is telling us the truth. YOU ARE NOT REAL. This is not the true world, this is a hologram. This is not the true pleroma. All the sh*t that’s going on is a stage. The world is a stage, just not getting paid. You are the main characters. You are a soul! You descent into this existence, and you think it's real because of your 5 senses. The flesh is a prison. This is why I'm not worried about death, death ain’t real. You are transcending!

🧬Maxpein🧬

27,033 次观看 • 2 个月前

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Read this carefully before buying stocks like $SPCX. S&P 500 keeps hitting new all-time highs. The crowd thinks they are buying a resilient index. In reality, they are holding a ticking time bomb. And Big Tech is the one lighting the fuse. Apple, Microsoft, Google, Meta are no longer cash machines. Now they are just massive factories drowning in debt. By end of 2026, every cent of profit burns on chips and data centers. Even worse: their own billions aren't enough anymore. Big Tech borrowing exploded 357% in a single year. They are literally begging the market for cash. Why? This is pure FOMO. They're buried in debt for infrastructure that may never turn a profit. If AI doesn't fix productivity, this will be the most expensive bubble in history. And when this bubble bursts, it won't just hit tech. It will drag the entire S&P 500 into the abyss. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:22

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Read this carefully before buying stocks like $SPCX. S&P 500 keeps hitting new all-time highs. The crowd thinks they are buying a resilient index. In reality, they are holding a ticking time bomb. And Big Tech is the one lighting the fuse. Apple, Microsoft, Google, Meta are no longer cash machines. Now they are just massive factories drowning in debt. By end of 2026, every cent of profit burns on chips and data centers. Even worse: their own billions aren't enough anymore. Big Tech borrowing exploded 357% in a single year. They are literally begging the market for cash. Why? This is pure FOMO. They're buried in debt for infrastructure that may never turn a profit. If AI doesn't fix productivity, this will be the most expensive bubble in history. And when this bubble bursts, it won't just hit tech. It will drag the entire S&P 500 into the abyss. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

42,675 次观看 • 2 个月前

🚨 MICHAEL BURRY: "THIS IS THE BEGINNING OF THE END." Those are Michael Burry's exact words on the AI rally. The man who called 2008 says the market feels like the last months of 1999. He is now short Nvidia, Tesla, Caterpillar and the semiconductor index. When the guy who called the last crash starts shorting, you pay attention.
0:30

🚨 MICHAEL BURRY: "THIS IS THE BEGINNING OF THE END." Those are Michael Burry's exact words on the AI rally. The man who called 2008 says the market feels like the last months of 1999. He is now short Nvidia, Tesla, Caterpillar and the semiconductor index. When the guy who called the last crash starts shorting, you pay attention.

CryptoGoos

50,646 次观看 • 1 个月前

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:50

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

973,924 次观看 • 2 个月前

Friedberg: Michael Burry’s “Cooked Books” Claim is Totally Wrong david friedberg: “Burry's implication that they are cooking the books or hiding accounting is completely false because all of the accounting is apparent in the cashflow statement and in the balance sheet.” “Remember, companies have three financial statements, an income statement, a balance sheet, and a cashflow statement.” “The cashflow statement reconciles the difference between the income statement and the balance sheet, and it shows you all the cash that's going in and out of the company.” “And many analysts and many investors that are intelligent and do their homework, will look at the cash flow statement and they will see the CapEx, they will see all the investments going out, and they will calculate a number, typically called free cash flow, that will allow them to estimate the true cash generation of the business in a particular period and make an assessment of, should they be valued on free cash flow or should they be valued on the GAAP standard of EBITDA?” “And the investor has the choice on how they want to value the company.” “And Burry is incorrect in thinking that they're hiding anything because it's all there.” “They're following GAAP standards. And then investors make a market and they all decide, what do I want to value this company on? Cash flow? EBITDA?” “Let them choose, and then the market sets the price.” Chamath Palihapitiya: “I think we've given this guy way too much airtime. He's not very good at what he does.” Recorded in the brand new poker studio at The Venetian Las Vegas. Thanks The Venetian Resort Las Vegas!
1:07

Friedberg: Michael Burry’s “Cooked Books” Claim is Totally Wrong david friedberg: “Burry's implication that they are cooking the books or hiding accounting is completely false because all of the accounting is apparent in the cashflow statement and in the balance sheet.” “Remember, companies have three financial statements, an income statement, a balance sheet, and a cashflow statement.” “The cashflow statement reconciles the difference between the income statement and the balance sheet, and it shows you all the cash that's going in and out of the company.” “And many analysts and many investors that are intelligent and do their homework, will look at the cash flow statement and they will see the CapEx, they will see all the investments going out, and they will calculate a number, typically called free cash flow, that will allow them to estimate the true cash generation of the business in a particular period and make an assessment of, should they be valued on free cash flow or should they be valued on the GAAP standard of EBITDA?” “And the investor has the choice on how they want to value the company.” “And Burry is incorrect in thinking that they're hiding anything because it's all there.” “They're following GAAP standards. And then investors make a market and they all decide, what do I want to value this company on? Cash flow? EBITDA?” “Let them choose, and then the market sets the price.” Chamath Palihapitiya: “I think we've given this guy way too much airtime. He's not very good at what he does.” Recorded in the brand new poker studio at The Venetian Las Vegas. Thanks The Venetian Resort Las Vegas!

The All-In Podcast

594,133 次观看 • 9 个月前

🚨 MICHAEL BURRY JUST BET AGAINST THE ENTIRE AI The man who predicted the 2008 crash and walked away with $800 million in profit just opened four new short positions: $CAT: short at $1,060 $TSLA: short at $416 $AMAT: short at $729 $NVDA: $187M short at $198 This is not a hedge, this is a conviction bet. Burry doesn't short for fun He shorts when he sees something everyone else is missing The same way he saw 2008 coming while Wall Street was still celebrating. He's seeing it again right now The question is whether you're on the right side of his trade.
0:29

🚨 MICHAEL BURRY JUST BET AGAINST THE ENTIRE AI The man who predicted the 2008 crash and walked away with $800 million in profit just opened four new short positions: $CAT: short at $1,060 $TSLA: short at $416 $AMAT: short at $729 $NVDA: $187M short at $198 This is not a hedge, this is a conviction bet. Burry doesn't short for fun He shorts when he sees something everyone else is missing The same way he saw 2008 coming while Wall Street was still celebrating. He's seeing it again right now The question is whether you're on the right side of his trade.

philarekt

45,955 次观看 • 2 个月前

I stood on the steps of the Supreme Court Monday . Donald Trump has done real things for MAHA. I believe that. But when the Department of Justice shows up to defend Bayer and Monsanto against the American people, against the health of our children, I have to say: you got this one wrong. Liability protection for corporations that poison people is not a conservative value. It is not a Republican value. It is not a Democratic value. It is not an American value. It is the opposite of a free market. It is the government putting its thumb on the scale for corporations that are losing in court because their products are causing cancer. Every child in this country deserves to be healthy. That is not a political statement. That is the only statement that matters. So in the words of the President himself: we are going to fight, fight.
0:43

I stood on the steps of the Supreme Court Monday . Donald Trump has done real things for MAHA. I believe that. But when the Department of Justice shows up to defend Bayer and Monsanto against the American people, against the health of our children, I have to say: you got this one wrong. Liability protection for corporations that poison people is not a conservative value. It is not a Republican value. It is not a Democratic value. It is not an American value. It is the opposite of a free market. It is the government putting its thumb on the scale for corporations that are losing in court because their products are causing cancer. Every child in this country deserves to be healthy. That is not a political statement. That is the only statement that matters. So in the words of the President himself: we are going to fight, fight.

Del Bigtree

147,504 次观看 • 4 个月前

California Governor candidate Chad Bianco says the homeless in California are only used to benefit Democrats “They are actually pawns in the homeless industrial complex. There is absolutely zero, zero intent on helping any of them — This is not and has never been about homes” He says the billions spent and going missing is just money laundering and waste If it was about helping the homeless, “If we did, the billions of dollars that were going there, the numbers wouldn't get more every single year” He’s right. Democrats are money launderers. The homeless are a business “This is about drug and alcohol addiction. This is about mental illness”
1:05

California Governor candidate Chad Bianco says the homeless in California are only used to benefit Democrats “They are actually pawns in the homeless industrial complex. There is absolutely zero, zero intent on helping any of them — This is not and has never been about homes” He says the billions spent and going missing is just money laundering and waste If it was about helping the homeless, “If we did, the billions of dollars that were going there, the numbers wouldn't get more every single year” He’s right. Democrats are money launderers. The homeless are a business “This is about drug and alcohol addiction. This is about mental illness”

Wall Street Apes

42,616 次观看 • 3 个月前

Google just dropped an AI bomb! A BILLION DOLLARS Game is on. Gemma 4 12 B runs on your laptop. 16 GB of RAM, that is a MacBook Pro. Solves the biggest problem Enterprises are facing. This is the biggest directional signal in AI Cloud is not the endgame y’all !!
1:47

Google just dropped an AI bomb! A BILLION DOLLARS Game is on. Gemma 4 12 B runs on your laptop. 16 GB of RAM, that is a MacBook Pro. Solves the biggest problem Enterprises are facing. This is the biggest directional signal in AI Cloud is not the endgame y’all !!

Kanika

700,243 次观看 • 2 个月前

AI cannot make money. ChatGPT costs billions to run. Generates almost nothing in return. So why is Amazon, Microsoft, Google and Meta tripling their AI investment every year? Because they are all investing in each other. It is a circle. Nobody is making money. Everyone is pretending they will. There is only one solution to a bubble this big. The government. Three days after Trump's inauguration — Operation Stargate. $500 billion for AI data centers. Not because AI is profitable. Because the government needs the surveillance infrastructure that AI makes possible. AI needed the government to survive. The government needed AI to control. They found each other. And you are paying for it.
2:17

AI cannot make money. ChatGPT costs billions to run. Generates almost nothing in return. So why is Amazon, Microsoft, Google and Meta tripling their AI investment every year? Because they are all investing in each other. It is a circle. Nobody is making money. Everyone is pretending they will. There is only one solution to a bubble this big. The government. Three days after Trump's inauguration — Operation Stargate. $500 billion for AI data centers. Not because AI is profitable. Because the government needs the surveillance infrastructure that AI makes possible. AI needed the government to survive. The government needed AI to control. They found each other. And you are paying for it.

Predictive History

19,635 次观看 • 3 个月前

"This is not a spending bill, this is a reconciliation package. It is reconciling the budget," says Speaker Mike Johnson. "What my friends are missing is the tremendous and historic level of spending CUTS that are also in the same package."
1:41

"This is not a spending bill, this is a reconciliation package. It is reconciling the budget," says Speaker Mike Johnson. "What my friends are missing is the tremendous and historic level of spending CUTS that are also in the same package."

Rapid Response 47

197,613 次观看 • 1 年前

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:57

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

WhaleTwits

148,383 次观看 • 2 个月前

For years the prediction was the same. The dollar is about to collapse. It keeps not happening. Here is the piece most people miss. Dollar strain and record stock markets are not a contradiction. They are two different things. The strain is real. But so is this. Global capital keeps flowing into US assets, because out of the whole world, this is where the growth and the liquidity are. And to buy US assets, you need US dollars. So the flows themselves put a bid under the dollar. Money comes in, it has to become dollars first, and that keeps the dollar strong against everything else. That is why the dollar has not fallen to its death, no matter how many times it was called. The demand for dollars is not sentiment. It is built into the act of buying America.
8:47

For years the prediction was the same. The dollar is about to collapse. It keeps not happening. Here is the piece most people miss. Dollar strain and record stock markets are not a contradiction. They are two different things. The strain is real. But so is this. Global capital keeps flowing into US assets, because out of the whole world, this is where the growth and the liquidity are. And to buy US assets, you need US dollars. So the flows themselves put a bid under the dollar. Money comes in, it has to become dollars first, and that keeps the dollar strong against everything else. That is why the dollar has not fallen to its death, no matter how many times it was called. The demand for dollars is not sentiment. It is built into the act of buying America.

Jeffrey P. Snider

22,132 次观看 • 25 天前

MICHAEL BURRY IS CALLING THE NEXT CRASH When he warned us last time - the entire financial system collapsed Now read carefully: Real Estate (2005) - "The market is broken. I'm not wrong, the market is wrong" Then S&P crashed 57%. $725M profit for his investors AI Bubble (2026) - "Sell" And these aren't just words He just placed a $1,100,000,000 short against the AI bubble - $912M against Palantir - $187M against Nvidia. The same man Wall Street called crazy in 2007 is now positioned identically against AI If you can trust one guy in this game, it’s Michael Burry Think about it FOLLOW + NOTIFS ON
0:39

MICHAEL BURRY IS CALLING THE NEXT CRASH When he warned us last time - the entire financial system collapsed Now read carefully: Real Estate (2005) - "The market is broken. I'm not wrong, the market is wrong" Then S&P crashed 57%. $725M profit for his investors AI Bubble (2026) - "Sell" And these aren't just words He just placed a $1,100,000,000 short against the AI bubble - $912M against Palantir - $187M against Nvidia. The same man Wall Street called crazy in 2007 is now positioned identically against AI If you can trust one guy in this game, it’s Michael Burry Think about it FOLLOW + NOTIFS ON

bee🐝

23,718 次观看 • 3 个月前

The Fed and Wall Street want you focused on AI as the story of growth. Look at where the money is actually going. Hyperscalers are about to flood the market with tens of billions in bonds. That capital has to come from somewhere. Every dollar that funds a data center is a dollar not funding a mortgage, a bank bond, an industrial company. Meanwhile the jobs that should come with a real industrial revolution aren't showing up. Hiring is flat. Younger workers are vanishing from payrolls. And a data center, once built, runs on a tiny fraction of the workforce the spending implies. The productivity gains that were supposed to justify all this are nowhere to be found yet, and may not show up for years. Which raises the real question nobody in the headlines is asking: what is all this capital actually buying.
3:07

The Fed and Wall Street want you focused on AI as the story of growth. Look at where the money is actually going. Hyperscalers are about to flood the market with tens of billions in bonds. That capital has to come from somewhere. Every dollar that funds a data center is a dollar not funding a mortgage, a bank bond, an industrial company. Meanwhile the jobs that should come with a real industrial revolution aren't showing up. Hiring is flat. Younger workers are vanishing from payrolls. And a data center, once built, runs on a tiny fraction of the workforce the spending implies. The productivity gains that were supposed to justify all this are nowhere to be found yet, and may not show up for years. Which raises the real question nobody in the headlines is asking: what is all this capital actually buying.

Jeffrey P. Snider

12,977 次观看 • 26 天前