Roy Malkin

@ianbremmer Now that you know Iran is capable of reaching London and they enriched uranium beyond 60%, play this crisis out when they add a nuclear weapon to such a rocket. it’s now or never to defang them forever.

sometimes the only way to solve a crisis is make it bigger. this is not one of those times.

@heynavtoor Inverse Cramer and Inverse Burry Agents will print the most money

🚨 Someone just open sourced an AI hedge fund with 18 agents that think like Wall Street legends. Warren Buffett. Charlie Munger. Michael Burry. Cathie Wood. Bill Ackman. All running on your laptop. It's called AI Hedge Fund. You give it stock tickers. 18 AI agents analyze the company from every angle. Then they vote on whether to buy, sell, or hold. Not a toy. Not a dashboard. A full multi-agent investment research system. No Bloomberg Terminal. No $25K brokerage minimums. No financial advisor fees. Just AI agents doing what hedge funds charge 2-and-20 for. Here's who's on your team: → Warren Buffett Agent. Only buys wonderful businesses at fair prices → Charlie Munger Agent. Demands a margin of safety on every pick → Michael Burry Agent. The Big Short contrarian hunting deep value → Cathie Wood Agent. Innovation and disruption. High conviction growth → Bill Ackman Agent. Activist investor. Takes bold positions → Ben Graham Agent. The godfather of value investing. Hidden gems only → Aswath Damodaran Agent. The Dean of Valuation. Story meets numbers → Plus 11 more specialized agents covering technicals, sentiment, risk, and fundamentals Here's how it works: → You enter stock tickers (AAPL, NVDA, TSLA, whatever you want) → Agents pull real financial data. Earnings, balance sheets, insider trades, news → Each agent analyzes the data through their own investment philosophy → A Risk Manager agent checks position sizing and portfolio exposure → A Portfolio Manager agent takes all signals and makes the final call → You get a buy/sell/hold decision with full reasoning from every agent Here's the wildest part: You can turn on --show-reasoning and watch each agent explain their logic step by step. Warren Buffett agent breaks down the moat. Michael Burry agent flags the hidden risks. Cathie Wood agent finds the disruption angle. They literally argue with each other. It has a full backtester. Run your strategy against historical data and see how it would have performed. Full web UI included. Not just a terminal tool. A real dashboard. Works with OpenAI, Claude, Groq, DeepSeek, or fully local with Ollama. Your data never has to leave your machine. Data for AAPL, GOOGL, MSFT, NVDA, and TSLA is completely free. No API key needed. 46.7K GitHub stars. 8.1K forks. Actively maintained. 100% Open Source. MIT License.

@WSJ This property Tax will be passed on to renters who voted this guy in. Mamdani promises of affordability is a big lie.

New York City Mayor Zohran Mamdani proposed raising property taxes by nearly 10% on Tuesday, after failing so far to persuade New York Gov. Kathy Hochul to increase taxes on corporations and the rich. on.wsj.com/4c0w7ve

@Cernovich You can get ah entire prefab home including bathroom for $35K. This is Hollywood bathroom install must have had a 20x markup

Geezus

@JesseCohenInv @michaeljburry Why dont you look at why Burry closed his fund? You are cherry picking his wins, his other long pick Molina, went from 174 to 122 today in just one month.

@michaeljburry 🚨 Palantir $PLTR is now down over -35% since Michael Burry entered his $912 million short

10,000+ words, enjoy! $PLTR Taken together, in the decade before it went public (in late 2020), Palantir, rightfully or wrongfully, and almost entirely not of its own doing, was becoming a household name as an influential secretive company that worked with powerful partners. Few knew how much money it was losing. A DPO by Any Other Name Then, in the summer of 2020, Palantir filed a Form S-1 prospectus, and we knew. Palantir had lost $3.96 billion in its history as of June 30, 2020, according to the IPO filing. In 2018 and 2019, the two years directly before the IPO, the company lost a combined $1.2 billion. The later funding rounds were not cheap. The largest single round, Series K at $899 million, was done at $11.38/share in 2019. The company also supplemented its cash flows between financings and refinancings by juggling revolving lines of credit. As the company prepared to go public in August 2020, Palantir’s board awarded Karp $1.1 billion worth of stock options. If you have not realized it by now, the company really knows how to throw money around. open.substack.com/pub/michaeljbu…

@michaeljburry Have you created anything useful for people in your life, besides betting against US stocks and US economy?

@joinautopilot Be careful with Michael Burry picks, there is selection bias. On Dec 30, 2025, Michael Burry writes a substack article describing Molina Healthcare $MOH as the next Geico, it was at $171 that day, today its at $128 only a month later. His post is probably deleted.

Update: It's now been 101 days since Michael Burry publicly went bearish on Palantir $PLTR It's down -39% since

@WallStreetMav 99% of funds will go to "climate action" 1% to AI

American Ai companies are in big trouble now. France is investing 30 million Euros ($35 million) thru 2030. I don’t see how we will be able to compete with the French leadership in this industry, And the EU will have a bunch of Ai regulations that will definitely lead to leadership for European Ai by 2035.

@WallStreetApes Pretty shady, especially since FL has older population and 2.5x population size of LA County

The fraud being exposed in California is INSANE - 18% of THE WHOLE COUNTRY’S home health care billing is coming out of Los Angeles County - One doctor billed the government $120 million in a single year claiming to oversee 1,900 patients - With almost 2,000 hospice agencies, Los Angeles County has more than 36 states combined and 30X MORE than the whole state of Florida and New York “How is that possible? And take a look at this map, a cluster of 287 hospice providers, in a two-mile radius, some in strip malls, unmarked buildings, even a wrecking yard and vacant lot. All of it is just paperwork. I could fill that out in Kazakhstan if I want and get a hospice license waiting for me.”

@naval @ScottAdamsSays Perfectly said. 🙏

RIP @ScottAdamsSays - one of the most original, insightful, and fearless thinkers who ever lived. 😞🙏

@ScottAdamsSays Really sad news. I learned so much from Scott's podcasts and books, to see whats real and whats not, persuasion and not fear failure or embarrassment. @ScottAdamsSays will be truly missed.

Coffee with Scott Adams moves to The Scott Adams School 01/13/24 x.com/i/broadcasts/1…

@WSJ Old news from months ago. Why doesn’t WSJ cover something useful.

Michael Burry, the investor made famous by "The Big Short," is shorting Nvidia and Palantir on.wsj.com/4si0zXj

@ScottAdamsSays I thought you shouldn't trust meta-analysis?

Sounds right

@Rainmaker1973 passionate

Post below the first word you see.

@LiebermanAustin Terrible take. Being a failed tech entrepreneur does not mean one cannot succeed in future. Entrepreneurship is super risky by nature, some of the biggest billionaires out there had numerous failures before and after their big successes.

Is it bad that one of Bitcoin’s biggest supporters is a failed tech entrepreneur? The guy’s company was a massive failure before he turned it into a $BTC trust.

@nikitabier create value for people, grow the human race above replacement level, and enjoy the ride

In 2 words, what is your purpose in life?

@Mr_Derivatives $MARA trading below their BTC holdings 🤔 Underpriced

Bitcoin holding companies and how many $BTC they have. Cool chart!

@michaeljburry @Fortune @Bloomberg TSLA abd PLTR delivered more investor value than you have. That’s why you had to close fund and start a newsletter.

I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $500 million bet. No, it was $5 million. 13Fs and journalists… The full text of what I wrote: “Outgrowing dilution, for purposes of achieving maximum present value for an enterprise, is not easy. Tesla dilutes its shareholders at about 3.6% per year, with no buybacks. The chart above shows the kind of present value destruction that this level of dilution can impart. With recent news of Elon Musk’s $1 trillion dollar pay package, dilution is certain to continue. Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time. [As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots – until competition shows up.] Another beauty is Palantir, which has been diluting shareholders at about a 4.6% annual rate despite buybacks. Palantir has no earnings after adjusting for stock-based compensation. Palantir has the distinction of being the first billionaire:revenue ratio greater than one that I have seen. Five billionaires due to stock ownership, and less than four billion in annual revenue.”

@Jason How many of these 5 reporter’s admitted that Kamala was unfit to run AI in the previous admistration 🤔

1. Sacks missed out on the greatest super cycle of our lifetimes at the height of his investment career to serve the American people. 2. Apparently, All In lost money on our AI summit — which means I lost money supporting Trump’s agenda! I did benefit, as President Trump roasted me 😂😂😂 — which was priceless 3. Sacks divested 99% of his holding and did every correctly, so the NY Times put five reporters on it 🤦 and found… nothing! 4. Most folks seem to hate that the All In pod does so much politics — I know I do! In fact, I think our absurdly high ratings would be even higher if we didn’t do politics. That’s just my opinion. 5. Having been friends with David for 30 years, I can tell you he’s the most by-the-book, type-A you’re ever gonna meet. What a nothing burger… five reporters and three months to learn that sacks is an upstanding civil servant! Let’s all say “thanks, Sacks!” … because we have one the sharpest minds in the industry doing policy for America, instead of a captured ivory tower elite!

@buccocapital @APompliano A lot of ppl said Amazon didn’t have a viable business model when it ran with really low margin for long time

@APompliano There are two types of people in the world Those who invest their capital in companies with viable business models, and those who don’t. Choose wisely

There are two types of people in the world: Those who want to invest their capital in making it easier for American home ownership by seeing $OPEN succeed and those who want to profit by shorting the company and making home ownership harder. Choose wisely.