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Started By
Message
Michael Burry was right
Posted on 11/5/26 at 10:07 am
Posted on 11/5/26 at 10:07 am
Again
Nasdaq and Dow both down 1,300.
AI trade is melting the hardest.
Nasdaq and Dow both down 1,300.
AI trade is melting the hardest.
This post was edited on 11/5/26 at 10:08 am
Posted on 11/5/26 at 10:08 am to Presidente
Hello Tampa Ray
Posted on 11/5/26 at 10:21 am to Presidente
People voted for this. Most ran on anti data center platforms. Wild times
Posted on 11/5/26 at 10:22 am to Presidente
quote:
Presidente
Posted on 11/5/26 at 10:29 am to Presidente
quote:I don't recall a scare about shutting down AI compute as part of his thesis
Michael Burry was right
Posted on 11/5/26 at 10:41 am to DawgCountry
quote:
People voted for this. Most ran on anti data center platforms. Wild times
Stepping on our own dicks. Let's stop the only thing going for the US economy.
Posted on 11/5/26 at 10:48 am to Mohican
I'm beginning to believe reindustrializing the country will never happen. I get NIMBY for some industries like a paper mill, but when data centers are met with resistance in poor rural towns I just know the programming is near completion. It's like people have no idea where wealth comes from.
Posted on 11/5/26 at 10:51 am to BCvol
quote:People are very stupid.
It's like people have no idea where wealth comes from.
Posted on 11/5/26 at 10:59 am to beaverfever
Market usually rallies from 12pm EST to 12:45 EST.
Let's GO
Let's GO
Posted on 11/5/26 at 11:19 am to Presidente
BUY BUY BUY BUY BUY BUY!!!!!!!!!!!!!!!
Posted on 11/5/26 at 11:36 am to T1gerNate
SOXX/SMH look nice here relative to the S&P. I just can’t see the semis continuing to get obliterated without it bringing the entire index with it either way. So might as well shift a bit of weight right now.
This post was edited on 11/5/26 at 11:39 am
Posted on 11/5/26 at 11:42 am to Presidente
Some nice post election overreactions are always a fun time to get some good pickups. For all the talk the Dems have against AI and data centers, until they actually start getting rid of their assets and stakes in those fields, its just going to be talk to get votes.
Posted on 11/5/26 at 11:55 am to Presidente
Who made all of the quick bucks yesterday?
Posted on 11/5/26 at 11:58 am to beaverfever
quote:
People are very stupid.
Hence the Blue wave in the mid-terms.
Posted on 11/5/26 at 11:58 am to Presidente
What about memory and GPU prices? Can those please melt? I need a new PC and NAS.
Posted on 11/5/26 at 12:10 pm to Presidente
quote:
Michael Burry
The infatuation people have with Michael Burry is hilarious. Dude predicts a different crash once every 6 months for the last 20 years.
Some people are naturally pessimistic and others optimistic, and he is obviously the former. That character flaw has hindered his ability to be completely rational. He is nowhere near the top in terms of success in investing, hence the reason he had to shut down his fund.
With that said, I don't necessarily disagree with him on this one.
Posted on 11/5/26 at 12:20 pm to Presidente
Sounds like a buying opportunity
Posted on 11/5/26 at 12:27 pm to TigahsOnTop
quote:
The infatuation people have with Michael Burry is hilarious
They made a movie about his legendary trade around the housing/banking crash.
Let me know when they make a movie about your legendary trades.
Posted on 11/5/26 at 12:48 pm to Presidente
quote:
Michael Burry was right
He's correctly predicted 100 of the last 3 corrections.
This post was edited on 11/5/26 at 12:58 pm
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