Victor Burry

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Victor Burry

Victor Burry

@VictorBurry

Trader Savant

Katılım Haziran 2019
56 Takip Edilen119 Takipçiler
Serenity
Serenity@aleabitoreddit·
Monday could make history. As one of the largest short squeezes in history could unfold. > Institutions shorted 40% of $HIMS (extraordinarily large) > expecting 0 revenue growth > betting the FDA and $NVO would bankrupt the company All in one day: > $HIMS lawsuit with Novo Nordisk dropped. > Hims sudden revenue acceleration begins again. > All while $HIMS expanded to Canada, Australia, and Japan via Eucalyptus in the meantime. > $HIMS expanded to UK and Europe with Zava > Now suddenly a legal global distribution network, healthy balance sheet, $NVO partnership, and 40% of the float shorted. Likely 0 people expected this. Especially short sellers who now face billions in infinite losses, that thought HIMS would be bankrupted. I was bearish on $HIMS too, but this is a massive turnaround story. The two likely scenarios: 1. One scenario is a Volkswagen-type short squeeze on Monday if all the short sellers tries to cover at once Monday It's very likely some short sellers want to exit before others do at $22 for risk-management and this causes immediate buying pressure. 2. The other scenario is growth in $HIMS reignited with the $NVO partnership and a slower $TSLA-style squeeze over time as company fundamentals improve. Given $HIMS was once trading at $70 and now it's back at $22, with both legal clarity + revenue acceleration. I would personally hop on the boat on Monday to add fuel to the fire to see where this heads. Could be history in the making.
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OBG Investments
OBG Investments@OBGInvestments·
I am naturally a very trusting individual. I always see things with a glass half full. But what $EOSE just did it’s unforgivable to me. They have literally destroyed trust. And they raised at $12.50 partially based off of guidance crunched by… a monkey? Seriously what the fuck is this?
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Victor Burry
Victor Burry@VictorBurry·
@AOC Would you prefer he talk like Gavin Newsom with his black vernacular?
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Victor Burry
Victor Burry@VictorBurry·
@SBF_FTX My friend, freewilly, killed himself because he couldn't withdraw funds from ftx. I hope Tyrone is bending you over daily
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SBF
SBF@SBF_FTX·
"So FTX was solvent. Who cares?" Jurors. My jury cared. Why else would prosecutors make insolvency their headline? Why else would they get all evidence of solvency banned from trial? FTX always had more assets than debts. But the gov't painted a backdrop of FTX underwater for an entire year before it collapsed. Anything I said or did after mid-2021 was presented to the jury as if I 'knew' FTX was secretly billions in the red when I said/did it. And Judge Kaplan prohibited me from showing the jury that the gov't was wrong. That is not what a fair trial looks like.
SBF tweet mediaSBF tweet mediaSBF tweet media
SBF@SBF_FTX

10 Myths About Me & FTX 1) Myth: FTX was insolvent / $8b vanished Prosecutors to jurors: I had "more debts than assets"; "there's this giant, massive, unrepayable hole" Debtors to my judge/Congress: my claim "FTX was solvent" is "false"; I "lost $8b of customer money" Media to you: "the money is gone" Truth: FTX was solvent & is repaying customers 119-143% FTX could afford to repay in kind, until lawyers paid themselves $1b to: - quickly dismantle the estate - slowly repay customers x.com/SBF_FTX/status… drive.google.com/file/d/1e2v-rc…

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Victor Burry
Victor Burry@VictorBurry·
Take everything from them and give them nothing
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Victor Burry
Victor Burry@VictorBurry·
Pokémon cards and rare rolexes are the real crypto
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Victor Burry
Victor Burry@VictorBurry·
@realroseceline You reset your cost basis to $131. Those 8% more shares will net you 20%+ net dollars when the $7 cost basis eventually sells and pays taxes. Not to mention protecting yourself against further downside. Your assuming 35% down is all she wrote
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Rose Celine Investments 🌹
Rose Celine Investments 🌹@realroseceline·
On paper, selling something at $200 after buying it at $7 looks like a brilliant masterpiece. It feels like you nailed it, the screenshots look legendary and the percentage gain sounds absurd. But almost nobody does or often times even considers the real math. I see this mistake made over and over again. If you bought at $7 and sold at $200, your gain is $193. After 30% long term capital gains taxes, that’s about $58 gone immediately. Now you don’t have $200 per share to redeploy, you have about $142. If the stock drops to $131 and you buy it back, you’re not capturing a 35% decline. You’re turning $142 into $131. That gives you roughly 8% more shares than before. After all these brilliant looking trades on paper and trying to time the markets you’re getting ONLY 8% MORE! That’s the real edge after a “perfect” sell and a 35% pullback. This is what most investors miss. They calculate price returns, not capital returns. Once you sell, Uncle Sam immediately becomes your largest partner and gets his cut. To overcome him, you need a very big reset, not just a 30% dip because such a pullback doesn’t justify the big tax bill you paid. The uncomfortable truth is that trading around great winners is much harder than it looks. Every time you sell, you shrink the base that compounds for you. Unless the valuation was insane or the fundamentals broke, you’re often just interrupting your own long term math. My point is not to ridicule this person. I do not know him, and for all I know he lives in a low tax jurisdiction where the math is different. The point is simply that most people do not know how to calculate their real returns, and the gap between paper profits and actual wealth creation is often much larger than you think. 🌹
Yiannis Zourmpanos@yianisz

I sold $PLTR at ~$200 after riding it from $7. No regrets. Now 35% off highs = reset, not broken. Time to get back on the ship.

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lil qwant
lil qwant@LilQwantXBT·
@VictorBurry @whalepool you guys just missed him, P3P3 cell was on mic this weekend, exact same, nothings changed, Marty still Marty. Whether 3k or 30k, we need the OG’s back. Victor, and mattb.
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Victor Burry
Victor Burry@VictorBurry·
@LilQwantXBT @whalepool is marty still alive? mattb thinks he's dead. crazy swap died. wild that its been almost a decade. i might need to make a return for btc to 3k son
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lil qwant
lil qwant@LilQwantXBT·
@VictorBurry @whalepool More tight than before, a few are just vibe coding, still banter, charts, we need to build it back to what it was before, rightfully so. We miss you deeply too
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Today is one of those days that will be referenced for years to come. At the low, crypto, gold, and silver were down a combined -$2.4 TRILLION worth of market cap today. Are you buying yet?
The Kobeissi Letter tweet media
The Kobeissi Letter@KobeissiLetter

BREAKING: Crypto markets have now erased -$1 TRILLION in market cap since January 14th. That's -$1 trillion in market cap in 22 days, or -$45 billion per day. There has never been more noise in capital markets than now. Eliminate the noise.

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Victor Burry retweetledi
ChimpZoo
ChimpZoo@ThinkingBitmex·
Druckenmiller describes perfectly whats happening to crypto right now He's basically calling out Saylor
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Bark
Bark@barkmeta·
Gold and Silver are crashing. Crypto is crashing. Stocks are crashing. The dollar is crashing. Genuine question... WTF are we even supposed to buy?
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