Not Another Quant

JUST IN: "Big Short" investor Michael Burry sells all his GameStop $GME stock.

@MatthewSpositi I’m tempted but haven’t really jumped in. I’m light in semis and want more lol. Rather do that I think.

If you invested $50k into $NOW at $93/share and it gets all the way back to its ATH near $240? $129,000, which is a +158% return. Big comeback potential. Are you buying?

@Brownmoose Maybe I should blast “the top”. But my bitcoin lump sum into this lol

@notanotherquant It keep going up endless. I mean it’s now trading at 100% up from my first tweet and we still just admiring it going up sidelined lol

Saving account +2% this yearly. Sp500 +8% yearly. $SNDK +4,418% THIS YEAR

@ohheyitstmas The casino is waiting TMAS

How the charts start looking at me after a couple drinks

@thewhitesnake Mine is getting worse. Here is the 3 month. My 28 day is the same as yours 😬

For the last 3 months, looks like 84% of the likes I get come from my actual followers and only 15% comes from non followers. I suppose this can be a good thing but not if I were trying to grow my account…which I’m not at this point. 👍

@amktparticipant Full send mode? Seems many are! 😁

@notanotherquant I like $MSFT here

Azure +40% and Intelligent Cloud both beat expectations. $MSFT is holding up despite FCF dropping $4.5B and capex hitting $31B. People are ignoring the cash burn for now. The depreciation wave from this capex cycle is just starting to land in earnings. Microsoft depreciates GPU clusters on a 6-year schedule. In practice these chips are often obsoleted faster by the next generation. Cost of revenue in Intelligent Cloud rose 47% on 30% revenue growth. Cloud margin was 66% in Q3, with guidance at 64% for Q4. That drop is the depreciation from the capex cycle showing up in the margin. Azure demand isn't the question. The question is whether revenue growth stays ahead of the depreciation as more capex comes online. Most assume a normal cycle. Capex intensity is still rising, so the depreciation load builds further than the Street is positioned for. If the margin low is in FY27, the setup people are trading is early. Are you long $MSFT here or waiting for the earnings pressure to ease?

@InvestJourneyX 🫡🫡🫡 Hopefully you wake up to it!!

Alright legends, I’m calling it here, jt was a long busy day.🥱 Was hoping to hit 1.4k followers today… didn’t happen. We try again tomorrow 🤓 Get some rest, tomorrow might be a long one for $AMD holders 🔥

@Neni536975 🤣🤣🤣 Snooze mode until it hits a new ATH eh? Love it ahah

@notanotherquant I´m completely out of BTC… wake me up when we hit 120k 😂

bitcoin:native continues pushing toward ~$80K with tactical momentum rebuilding, but structural weakness and overhead resistance are still capping it. Tactical side improving: - OI recovering on 4h/24h - 15min Net Longs surging -Strong 24h volume with spot participation Capping factors: -Funding more negative again -Coinbase Premium dynamic and choppy (oscillating between positive spikes and negative) -Heavy sell walls + large sells into strength overhead (~$79.5K–$80.5K) -Apparent Demand still predominantly negative Framework reads moderate tactical right now (Price UP + Delta UP choppy + OI UP recovering). Initiative buying trying to regain control. This is a live tactical vs structural tension. Better tactical quality than recent attempts but needs fresh spot confirmation and a clean hold above $80.5K to gain real conviction. How are you feeling about the repeated attempts around $80k? Think we can push through and hold?

@TrackNetWorth Lots of other great companies! And $MSFT can be frustrating lol

@notanotherquant I sold it after it went sideways to lower for 2 months. Not looking back :)

@maddimogs @LivXfun 💀

@LivXfun 😹

if u see me in public thats AI

@TrackNetWorth Still could go lower after that which is probably max pain. But nothing is guaranteed on mkt probabilities lol.

@notanotherquant If it holds and moves up it will be back to the drawing board for me :)

2PM VIBES + STOCKS 😅😅 $JLHL $RDGT $AWRE $XAIR $TNMG $UK $FCHL $ATPC $ATER $DARE $HCAI $IPST $RAYA $UPLD LETS HAVE A DAYYYYY $CRCL +19% $IREN +10% $NBIS +13% $BB +5% $MARA $BILL $TON $NXXT $MSFT $AMD $MU $VOO WATCH FOR UNUSUAL VOLUME FIND LOW FLOATS LETS GOOOO X FAM MORE 500% RUNNERS TO COME $SKK

@maddimogs I’ll just follow the pickles

@notanotherquant Haha, it’s a marathon not a sprint

📣 DAILY CRYPTO UPDATE 📣 📅 5 May 📈 Bitcoin price - $79,902.61 ⬆️ ➡️ Change over 24 hours - 1.13% 🟢 ✅ $BTC Market Dominance - 60.61% ✅ $ETH Market Dominance - 10.74% ↕️ #Altcoin Season Index - 35 Neutral ↔️ Fear & Greed Index - 47 Neutral ❗️Volatility is normal ❗️Understand #altcoin cycles ❗️Study #Bitcoin 🚀 #markets #trading #investing #HODL #BuyTheDip #BitcoinReserve #Web3

@AlphaOwlTrading Aha

@notanotherquant The one where he loses all the money he made in 2008? Lol

$PLTR DOUBLE BEAT EPS: $0.33 vs $0.28 est REV: $1.633B vs $1.539B est CEO Karp: "I'm planning to grow 100% next year." Burry:

@amktparticipant Send it

Palantir tops estimates on 85% revenue growth -- the fastest expansion since the stock debuted in 2020 EPS: $0.33 ($0.28 exp) ✅ Revenue: $1.63B ($1.54B exp) ✅ $PLTR

@LivXfun Would you ever rock that type of hair style? 🤔😁

May the fourth be with you.