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Ag CPA
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In reply to aggiebrad16 • 8:21a, 11/11/25
AG
aggiebrad16 said:
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.

I would imagine that data center and chip depreciation gets rolled into cost of sales for most of these hyperscalers since they are generating revenues off of them but not sure.
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Proposition Joe
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8:29a, 11/11/25
Burry has the bankroll and resources to sit at the roulette table betting black and doubling his losing wagers all night long.

The majority of investors do not, so him tweeting about it is more self-serving for his ego (with a strong dash of market manipulation) than actual attempts to "warn" investors.
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Heineken-Ashi
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In reply to Proposition Joe • 8:33a, 11/11/25
Proposition Joe said:
Burry has the bankroll and resources to sit at the roulette table betting black and doubling his losing wagers all night long.

The majority of investors do not, so him tweeting about it is more self-serving for his ego (with a strong dash of market manipulation) than actual attempts to "warn" investors.

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Ag CPA
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8:39a, 11/11/25
AG
Listening to CNBC this morning, does Sam Altman has d-picks of Cramer or something?

ETA: I'm using this analogy wrong, Cramer is being critical today.
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Brian Earl Spilner
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8:58a, 11/11/25
AG
AAPL seems to have become an AI hedge? Definitely behaving that way, weirdly.
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harge57
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9:04a, 11/11/25
AG
Burry does bring up a valid point regarding the capital requirements and depreciation of AI infrastructure. Corporate finance departments are flying by the seat of their pants on how to depreciate these AI investments. 3-5 year depreciation schedules that have been used for infrastructure in the past may be way off. We have started to really push back on depreciating anything in AI as some of these things are basically obsolete in 1 year.

I don't think its a certainty or a reason to short, but depreciation will definitely start to be a drag on earnings over the next year.
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Heineken-Ashi
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In reply to Brian Earl Spilner • 9:06a, 11/11/25
Brian Earl Spilner said:
AAPL seems to have become an AI hedge? Definitely behaving that way, weirdly.

You mean, the only MAG7 who hasn't even attempted to get in on the AI game, who is sitting on a stockpile of cash, is performing differently than the companies spending future money they might not make to go all in on AI?

Next you tell me that BRK.B with their historically large cash pile is performing differently than companies buying back their stock and investing heavily into this market.
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Brian Earl Spilner
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In reply to Heineken-Ashi • 9:19a, 11/11/25
AG
BRKB has been stuck in mud all year but that's mostly due to Buffet leaving.
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I bleed maroon
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In reply to Brian Earl Spilner • 9:26a, 11/11/25
AG
Brian Earl Spilner said:
AAPL seems to have become an AI hedge? Definitely behaving that way, weirdly.

Apple has always been a market follower - wait until technology is proven, then build a better, more integrated, mousetrap. Sometimes this benefits them (and may, during this AI boom), and sometimes it hurts them. They didn't invent the the PC, MP3 player, the smartphone, bluetooth earphones, or smart watches, but they built versions that were more reliable, more intuitive, and worked well within their proprietary infrastructure. It has been a BIG winner for them over time.

When they have moved too quickly and got ahead of themselves (video goggles, etc.), they've paid a price.

Therefore, I think by being slow adopters and not making huge capital-intensive bets, they may end up being a winner in the AI race, which looks kind of like a hedge, whether intentional or just being a laggard, which is their nature.
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Gaeilge
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In reply to Brian Earl Spilner • 9:26a, 11/11/25
Brian Earl Spilner said:
BRKB has been stuck in mud all year but that's mostly due to Buffet leaving.

Doesn't help that not much is in the BRKB comp. that is truly a growth stock besides APPL.
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Gaeilge
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In reply to I bleed maroon • 9:27a, 11/11/25
Bit them in the ass on the cars as Elon was way too far ahead of them by the time they attempted to enter and they mouthballed it.
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I bleed maroon
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In reply to Brian Earl Spilner • 9:29a, 11/11/25
AG
Brian Earl Spilner said:
BRKB has been stuck in mud all year but that's mostly due to Buffet leaving.

I am on record here over the past 3-5 years that BRK/B will likely lose 5-10% of its' valuation when Buffett announces his retirement, and 5-10% more when he dies (or is completely out of the picture, due to health, dementia, etc.). This is playing out over and above their current position in the marketplace, current earnings, cash hoard, or other factors. Keep this in mind when investing in the stock.
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I bleed maroon
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In reply to Gaeilge • 9:32a, 11/11/25
AG
Gaeilge said:
Bit them in the ass on the cars as Elon was way too far ahead of them by the time they attempted to enter and they mouthballed it.

Excellent example! There are many more. This doesn't mean they shouldn't innovate, but I think they realize they shouldn't bet the farm on things that are outside their core competence - which is making electronics and building an ecosystem that is functional and that people like.
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Number Monkey
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9:34a, 11/11/25
AG
F'ing CRWV! Might have to cut bait on this one. Don't stocks just go up?!
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Brian Earl Spilner
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In reply to I bleed maroon • 9:35a, 11/11/25
AG
I am out on it now as I do think the bleeding will continue for a while.

When I do jump back in, I'm jumping it with both feet.
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Yukon Cornelius
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10:12a, 11/11/25
AG
Burry opens shorts.
Spams Twitter with doom and gloom.
Ok.
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techno-ag
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10:26a, 11/11/25
AG
SMCI into the 30s again.
The left cannot kill the Spirit of Charlie Kirk.
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Gaeilge
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In reply to techno-ag • 10:32a, 11/11/25
techno-ag said:
SMCI into the 30s again.


I'm in it for the long haul, but this is annoying. May end up upping my holding by 50% with a buy order I have at $38.5
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Brian Earl Spilner
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In reply to Yukon Cornelius • 10:36a, 11/11/25
AG
Yukon Cornelius said:
Burry opens shorts.
Spams Twitter with doom and gloom.
Ok.

Exactly. The constant posts on X seem like desperation and market manipulation more than anything.
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BucketofBalls99
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10:58a, 11/11/25
I've been watching APP for a several days and holy cow, it is taking a beating today for some reason! Currently down 10%.

Not seeing any news on them anywhere. Their earnings smashed and were great.
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HoustonAg_2009
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11:02a, 11/11/25
TA Team,

Does anyone have an opinion on PSIX? Small cap $1B, announced earnings late last week, beat, and the stock got smoked. Has recovered half of the earnings price loss. Louis Navellier loves the stock.

What are y'all seeing?
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LMCane
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In reply to Dale Earnhardts Stache • 11:03a, 11/11/25
is there a way to know the date that Burry needs the stock to be lower-

and at what price it needs to be for his short against NVIDIA and PLTR to pay off?
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LMCane
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In reply to Number Monkey • 11:06a, 11/11/25
Number Monkey said:
F'ing CRWV! Might have to cut bait on this one. Don't stocks just go up?!


just heard the CEO of Coreweave this morning state every metric they had was exactly as expected and some of their best numbers ever.

but their relationship with CoreScientific is screwed (Coreweave thought they had a deal to acquire them)

and that is now putting them in delays for construction.

I think long term this is a great time to add to positions.
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LMCane
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In reply to Ag CPA • 11:08a, 11/11/25
Ag CPA said:
Listening to CNBC this morning, does Sam Altman has d-picks of Cramer or something?

ETA: I'm using this analogy wrong, Cramer is being critical today.

Cramer was going ballistic on Altman even insulting him as "some kid"

Cramer believes OpenAI will destroy the economy when it doesn't work out.
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Dale Earnhardts Stache
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In reply to LMCane • 11:23a, 11/11/25
AG
LMCane said:
is there a way to know the date that Burry needs the stock to be lower-

and at what price it needs to be for his short against NVIDIA and PLTR to pay off?


Strike price and expiry date are not typically disclosed in a 13F and ChatGPT is telling me it's not been made public elsehwere.

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El Chupacabra
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12:22p, 11/11/25
Time for more SMR? Sure, why not
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Touchless
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12:24p, 11/11/25
AG
CWH is interesting. Basically back at their level right before the COVID drop. Looks like it should have support around $11. Crushed on earnings two weeks ago and proceeded to drop 25% the next day.

I'd be curious to hear thoughts from those better at reading the charts. I know the board loved CWH and Marcus during COVID. Discretionary spending is lower now so I imagine that impacts their future outlook a fair amount.
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ProgN
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In reply to El Chupacabra • 12:26p, 11/11/25
El Chupacabra said:
Time for more SMR? Sure, why not

I'm waiting until tomorrow before I buy more because OKLO reports AH today.
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El Chupacabra
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In reply to ProgN • 12:35p, 11/11/25
ProgN said:
El Chupacabra said:
Time for more SMR? Sure, why not

I'm waiting until tomorrow before I buy more because OKLO reports AH today.

I'm about 35% into my position...okay buying a little more here.
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techno-ag
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12:44p, 11/11/25
AG
UNG headed up a lot today. I'm rich.
The left cannot kill the Spirit of Charlie Kirk.
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AgPT06
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In reply to Touchless • 1:02p, 11/11/25
AG
I have covered calls expiring this month that are helping me stomach during this drop. A turn around here soon hopefully. I think buying shares here and setting a stop at the 52 wk low would be low risk.
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EliteZags
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1:46p, 11/11/25
AG
degen week

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FobTies
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7:22a, 11/12/25


Being too early is same as being wrong, especially with options. Crazy to see a huge bet like this play out real time.

Some guys lost hard shorting COVID with puts that expired before the shutdown stock market crash. I personally took a loss on tarriff puts that expired in March this year, before the liberation day crash happened in April. For me, the difference between a sizable loss and enormous gains was just 4 weeks.

I hope we ultimately get the expiration and strikes on Burrys puts. Im might follow on PLTR puts if SPX runs up above 7300 in year end.
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Brian Earl Spilner
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8:27a, 11/12/25
AG
Yep. NVDA could run another 30%, then correct to current levels, and he'll claim he was just early.
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BucketofBalls99
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8:36a, 11/12/25
BBAI is rocketing out of the gate! I'm actually up a few bucks at the moment. May jump out

Edit: I ended up getting out a bit positive. In to the next trade
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