Flying back from Dublin tomorrow. Not worried about that, but my flight from LUV to El Paso on Tuesday is worrisome
TAMU ‘98 Ole Miss ‘21
Stock Markets
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Last: 1 hr ago by aggies4life
I posted elsewhere but I live in NW Houston. The flight typical pattern into IAH is right down 290 then across north of BW8. That is an approach from the west or a wrap around over lake Houston to approach from the east. Pretty typical to see two columns of flights 3-5 deep every evening. It has been very light the last couple of weeks. The drop in number of planes over the area is noticeable.
Just hear me out... $NVDA pic.twitter.com/dlwzy8Irdr
— John Trades MBA (@JPATrades) November 8, 2025
JUST IN: A deal in the Senate to end the government shutdown is within reach, multiple sources from both parties per Axios
— unusual_whales (@unusual_whales) November 9, 2025
Nvidia wants more chips—50% more.
— This is why AI (@ThisIsWhyAI) November 9, 2025
Jensen Huang has asked TSMC to ramp up 3nm wafer output to meet soaring Blackwell AI demand.
TSMC may dedicate 35K extra wafers per month just for Nvidia.
I am nervous as hell if I'm Michael Burry right now.
Did he short again or something?
Dale Earnhardts Stache
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How long do you want to ignore this user?
AG
Yukon Cornelius said:
Did he short again or something?
Yes. PLTR and NVDA.
Shutdown looks to be coming to an end per Fox News.
What would happen to our stock market if our government Had to operate on cash inflows monthly or yearly and Not on deficit spending?
Just have to wonder where we would be without the 38 trillion in debt.
And how the deficit spending will ever end.
Just have to wonder where we would be without the 38 trillion in debt.
And how the deficit spending will ever end.
S&P futures up .74% and Nasdaq up 1.26%
Brian Earl Spilner said:
I am nervous as hell if I'm Michael Burry right now.
Both put positions in last 13F would have been entered somewhere below $190 on both PLTR and NVDA. If he didnt sell last week, he is down on NVDA for sure. Could be down on both. Maybe we will get the strikes and exp one day.
I don't think he would be posting at Sun open if he wasnt worried.
— Cassandra B.C. (@MichaelJBurry__) November 10, 2025
Took some nice SOXL profits (+17%), sitting on some more and targeting 45.95.
Dale Earnhardts Stache said:Yukon Cornelius said:
Did he short again or something?
Yes. PLTR and NVDA.
Podcast Ticker Sign You (TSY) was analyzing this
nearly a billion dollars in shorts against NVIDIA and Palantir-
this is why Alex Karp called Burry "bat**** crazy" last friday on CNBC
who is more worried-
Burry or Karp?
Burry or Karp?
If the SC rules against Trump on the tariffs, this could get crazy. We should hear this week.
Here comes TSM...
Poor Michael Burry getting steamrolled again
Impressive V on NVDA...
I've lost count of how many PMs and really smart hedge fund managers have tried shorting TSLA on 'valuation' concerns and getting their face ripped off. Its like they continue to think this quarter the market is going to come around to see what they see, and it never happens. It wouldn't surprise me if trying to short TSLA has resulted in more firings of wall street analysts than any other stock pick ever.
I kind of have the same vibe from PLTR and NVDA. Ya sure, the fundamentals may not be there and P/E may be way out of whack and the financials seem sketch, but does any of that matter in this market?
Shorting both seems basically the same as shorting the market as whole (NVDA is about 8% of the S&P and PLTR is maybe 1%)
I dont really have an opinion on any of the stocks above but sometimes just reading the room is enough. And as always, the market can stay irrational longer than you can stay solvent
I kind of have the same vibe from PLTR and NVDA. Ya sure, the fundamentals may not be there and P/E may be way out of whack and the financials seem sketch, but does any of that matter in this market?
Shorting both seems basically the same as shorting the market as whole (NVDA is about 8% of the S&P and PLTR is maybe 1%)
I dont really have an opinion on any of the stocks above but sometimes just reading the room is enough. And as always, the market can stay irrational longer than you can stay solvent
BBAI trying to rally after hours on earnings.
flashplayer said:
BBAI trying to rally after hours on earnings.
It does look good after hours. I still need about another $1.00 on top of that before I can bail out and break even.
flashplayer said:
BBAI trying to rally after hours on earnings.
https://www.stocktitan.net/news/BBAI/big-bear-ai-announces-third-quarter-2025-results-and-definitive-0vfwxf7b5apz.html?utm_source=chatgpt.com
NoahAg said:
Palantir, buy the dip?
I'm just a caveman.
So, yes?
— Cassandra B.C. (@MichaelJBurry__) November 10, 2025
I wonder why Burry chose to play the front side on these puts, instead of piling on the backside in a correction.
Looks like WWR lost one of their three off take agreements, causing it to go down today when it should have been up.
BBAI
Anyone have any thoughts?
JUST IN: Michael Burry has said that Oracle, $ORCL, and Meta, $META, could be overstate earnings by 26.9% and 20.8%.
— unusual_whales (@unusual_whales) November 10, 2025
He adds: "It gets worse." pic.twitter.com/rL9wA3Ir3y
Michael Burry doing Michael Burry things.
Don't form your investing thesis off of Burry's takes. The man isn't always right.
Don't form your investing thesis off of Burry's takes. The man isn't always right.
Precisely. The (overused) joke is that he's called 10 of the last 2 bubbles.
I tend not to trust any analysis that involves "staying tuned" for the next post.
I realize that Burry has been terrible on his contrarian dispositions, but the aspect of extending depreciation of this magnitude seems criminal with all the hyperscalers.
I guess he's going to highlight how if you discount earnings further, now already extreme price/earnings ratios are going to be even more extreme.
Meanwhile if people look at price/EBITDA, there is no effect.
Meanwhile if people look at price/EBITDA, there is no effect.
Burry does his homework. He can see something brewing. He was the one who actually dug into the meat and potatoes of the MBS and CDO game and found how truly terrible and likely to fail those products were.
He has the ability to enter a position early and sustain MASSIVE paper losses while waiting for what he feels is inevitable. Very, very few can do what he does. And certainly nobody in retail. He's also had times where he realized that the game is likely to go on longer than he originally thought and essentially "stopped" himself out for a realized loss. Again, he can do that, because he's one of the few with the ability to make it all back.
His problem has always been timing. But he doesn't seem to care, again, because he has the luxury of being able to be wrong for a long time before eventually being right.
You can follow Burry if you want.. but it's likely to bury you. Even if he eventually wins.
He has the ability to enter a position early and sustain MASSIVE paper losses while waiting for what he feels is inevitable. Very, very few can do what he does. And certainly nobody in retail. He's also had times where he realized that the game is likely to go on longer than he originally thought and essentially "stopped" himself out for a realized loss. Again, he can do that, because he's one of the few with the ability to make it all back.
His problem has always been timing. But he doesn't seem to care, again, because he has the luxury of being able to be wrong for a long time before eventually being right.
You can follow Burry if you want.. but it's likely to bury you. Even if he eventually wins.
Kayla Gaither
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