Calm Turtle

@MrBeast 1 like

If this tweet has exactly 1 like in 24 hours I’ll give that person $1,000,000

@PokeMasterDeez Mainly the crazy demand and scalpers but overtime vintage will always be top tier

Maybe I’m way off, but why do all these modern cards have so much value? Isn’t there way more of them being printed bc of demand? Like they are high rn but will they have any value in 5-10 yrs? I’m not hating I like them too. Just looking at it as a guy who thinks Vintage is King

@dom_lucre How can this man be a rabbi and can’t teach or understand the scripture of the gospels?

🔥🚨DEVELOPING: Rabbi Shmuley just claimed the “Romans murdered Jesus not the Jews.” Shmuley: “The NEW TESTAMENT IS CLEAR: THE ROMANS MURDERED JESUS, not the JEWS”

@michaeljburry @realDonaldTrump This is something old and already known though. That kryptonite has only presented opportunities imo

@michaeljburry @aakashgupta What about your mistakes? We can learn more on what not to do by learning from one’s mistakes imo

Well, I have called just about everything significant that has happened the last 26 years. It's hard to say I've never had the timing right. I was short Amazon at the top in 2000. I went way long small cap value in late 2000. I bought AAPL in 1998 and then again in 2002. In 2003, I got into Korea stocks before a big run. In 2004, I got into China stocks before a big run. In 2004, I got into oil before a big run. I bought gold in 2005 and still 20 years later... In summer 2005, I figured I was buying 5 years swaps on something would print within 2, and it did. In 2008, October, I told my investors it was time to buy. More stocks bottomed then than in March 2009. In 2009, I invested in Almonds/Water, it worked ok. In 2013, I moved to buy Bitcoin after meeting with a friend at Lightspeed. I should have. Slept on it and did not. In 2015, I bought NVDA. The CFO knows. In 2018, I started pounding the table on Japan and opened a Japan fund, which I had to close for COVID. In late 2019, I warned indexing and passive investing would make for very corrlated severe drawdowns in the market, and COVID hit 6 months later, we got the most correlatedl, sharp decline in modern history. Early 2020, I entered 2020 very short. Which worked. During early COVID I loaded up on stocks and had nearly a 100% year for the fund. In 2020, I called lockdowns would be disastrous for women and children, and went on Twitter to say it. IN 2020, I got GME to buy back 1/3 of its stock and change its board. Did ok. July 2021, I gave Barron's an interview to warn on specific meme stocks at the top, and they crashed through Dec 2023. 2021, I warned about very high inflation from the policies that were being undertaken. 2023, I warned people to sell because I saw the banking crisis coming. I told them all was clear at the bottom in March as I could see it wouldn't be contagious. 2020s, I shorted Tesla, but these were trades, and it was volatile. I did not lose money overall shorting Tesla. Had some really big quick wins. Plus Tesla is only worth about $120. I am not perfect, I did not hold AAPL or NVDA long enough, in 2025 we were up almost 100% again by Liberation Day, and I lost most of the gain (still up about double digits for the year at closing) but I would put the calls I've made over these decades up against anyone. I would add visual proof for all this, but it is too much for this medium.

Burry is mass-publishing the accounting case for his put options on Nvidia and Palantir while the rest of the market is still debating whether the capex cycle has legs. The math he’s referencing is specific. The Big Four hyperscalers just guided $650-700 billion in combined 2026 capex, a 60%+ increase from the $381 billion they spent in 2025. Amazon alone committed $200 billion, so far above the $146 billion consensus that the stock lost $450 billion in market cap over nine straight sessions. Burry’s core thesis is the depreciation trick. Nvidia’s GPU architecture runs on a 3-year cycle, with each generation delivering 2-3x more compute per watt. The H100s shipping today are economically obsolete by 2027. But the hyperscalers are depreciating them over 5-6 years. Burry estimates this gap understates depreciation by $176 billion between 2026 and 2028, inflating reported operating income by 20%+ at companies like Oracle and Meta. That’s the “accounting tricks” he’s referencing in the tweet. He did the math. The cash flow picture backs him up. Amazon is projected to go negative FCF in 2026, somewhere between -$17 billion (Morgan Stanley) and -$28 billion (BofA). Alphabet’s free cash flow is expected to collapse 90%, from $73.3 billion to $8.2 billion. The Big Five raised $108 billion in bonds in 2025 alone, more than 3x the average of the prior nine years. JP Morgan projects $1.5 trillion in tech debt issuance ahead. They’re repackaging data center debt as asset-backed securities, $13.3 billion this year, a structure with a history that includes Enron and 2008. The depreciation cliff is the part the market hasn’t priced. The five hyperscalers plan to add $2 trillion in AI-related assets by 2030. At 20% annual depreciation, that’s $400 billion per year, which exceeds their combined 2025 profits. And AI services currently generate roughly $25 billion in direct revenue against $650 billion in infrastructure spend. Four cents per dollar invested. But here’s where you have to be careful with Burry. He shorted Tesla at $180. It went to $1,200. He called the housing crisis two years early and nearly went bankrupt waiting for the trade to work. He bought puts on Nvidia and Palantir, capped-downside bets, because even he knows his timing is unreliable. The pattern with Burry is always the same: the structural analysis is correct, the timing is wrong, and the market can stay irrational long enough to wipe out the trade before it pays. He sees the depreciation cliff. He sees the accounting inflation. He sees the debt structures. All of that is real. The question is whether AI revenue scales fast enough to fill the gap before the write-downs hit. AWS alone runs at $142 billion annualized, growing 24%, with a $244 billion backlog. Google Cloud’s backlog surged 55% to $240 billion. These companies are monetizing capacity as fast as they install it. Burry is building the bear case in public so the crowd does the work for him. That’s the trade. Whether it pays depends on something Burry has never been good at: timing the moment when the music stops.

@martinvofficial @jeetkang12 @JoeBiden Wrong 😑 none of that is helping the people struggling from inflation or peoples 401ks to retire

@jeetkang12 @JoeBiden Chips Act, Infrastructure Investment and Jobs Act, The Inflation Reduction Act, Uyghur Forced Labor Prevention Act, Juneteenth National Independence Day Act, aid to Ukraine….

Donald Trump failed America.

@SAbeshima @JoeBiden You must be taking some crazy pills

@DONDOGE5000 Yeah, so you can miss out on all the pumps & dumps in the future. Fear is contagious if you let it

TAKE YOUR #ÐOGECOIN OFF ROBINHOOD AND COINBASE

@MrMekzy_ It’s about the quality… not the length in time

This guy complained to me that his performance in bed dropped and he doesn’t last anymore and he’s really worried. I asked him how long he lasts now when thrusting and he said 20 - 25 minutes. Out of curiosity, I asked how long he normally lasts and he said 1 hour. EXCUSE ME????

@elonmusk we could use some educational content on twitter that’s really powerful in the future & for our future. Hope you can add that in some way possibly.

@teddZINN @real_defender @POTUS You’re using your stupidity to get a response. Basically you’re saying 2+2=5

@real_defender @POTUS He’s fixing it after trump made a mess

When I was sworn in, the unemployment rate was 6.4%. Today, it's 3.7% – near a 50-year low.

@POTUS The unemployment rate was 6.4% due to Covid. You’re taking credit for something irrelevant. The middle/poor class is hurting the most due to higher inflation and the crime rate follows it; especially in New Orleans

@POTUS Yeah!! Vote for higher inflation & Gas prices. That’s exactly what we got since you’ve been president. More struggling & suffering for everyone that isn’t rich.

I believe America is a nation of hope, unity, and optimism.

@IXTZXL It’s because this social media stuff isn’t really natural or healthy for us.

@JoyceWhiteVance Yay! more high inflation and gas prices! Love it. So awesome huh?!

It's been a very good night for Joe Biden

@jd1515151 @VP Dude, this is so old & no one cares. People are struggling more then ever from inflation rn.

There is power in your vote.  Vote today on Election Day.

@BarackObama People voting for blue have no idea how bad people are struggling from inflation rn because they’re too rich to care

Midterm elections matter. Don’t let anyone convince you that your vote won’t make a difference. Show up at the polls today and vote for Democrats up and down the ballot.

@POTUS Vote blue if you want higher inflation and higher gas prices

It’s Election Day, America. Make your voice heard today. Vote.

@ChloeGMoretz Which one is the most reliable?

To my off readers , which one ? Yamaha YZ250FX or Honda CRF250RX 👀?! Trying to decide !!

You will also get: - Priority in replies, mentions & search, which is essential to defeat spam/scam - Ability to post long video & audio - Half as many ads

Twitter’s current lords & peasants system for who has or doesn’t have a blue checkmark is bullshit. Power to the people! Blue for $8/month.