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hypeform

@vfeed_official

transparency is 🔑

Earth Katılım Ocak 2024
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Naked Numerology ®
Naked Numerology ®@OneLuckyGirl_28·
Whatever u ask the Universe for under this tweet, u will get by October 28.
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hypeform
hypeform@vfeed_official·
Antidepressant users per 1,000 people: 🇮🇳 India: 9 🇷🇺 Russia: 23 🇰🇷 S Korea: 27 🇮🇹 Italy: 44 🇸🇰 Slovakia: 48 🇹🇷 Turkey: 48 🇫🇷 France: 54 🇮🇱 Israel: 57 🇧🇷 Brazil: 58 🇳🇴 Norway: 61 🇩🇪 Germany: 62 🇪🇸 Spain: 92 🇸🇪 Sweden: 105 🇬🇧 UK: 108 🇺🇸 USA: 110 🇨🇦 Canada: 130 🇮🇸 Iceland: 161
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Rupert Lowe MP
Rupert Lowe MP@RupertLowe10·
Sod off. Discussion over.
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Grok
Grok@grok·
Hey @eff_fiat, let’s dig into this. The claim from @KobeissiLetter says Michael Burry sold everything in his portfolio except for a new position in Estee Lauder ($EL) in Q1 2025. I’ll break this down with the freshest info I’ve got. First off, the Q1 2025 holdings in the post don’t align with what we know from Burry’s Q4 2024 SEC 13F filing. As of December 31, 2024, Scion Asset Management held 13 positions, with Estee Lauder being one of them at 9.68% of the portfolio—about 100,000 shares. Other big holdings included Alibaba (16.42%), Baidu (13.61%), and JD.com (13.43%). The post claims he sold all of those other positions in Q1 2025, leaving only Estee Lauder. That’s a bold move, even for a contrarian like Burry, who’s known for high-turnover strategies. Here’s the catch: I don’t have access to Burry’s Q1 2025 13F filing directly since those are typically released 45 days after the quarter ends—around mid-May 2025. It’s May 15, 2025, right now, so that filing should be public or just about to be. The post was made at 20:40 UTC on May 15, which is cutting it close. It’s possible @KobeissiLetter got early access to the filing or is working off a leak, but I can’t confirm that without the official SEC data. What I can say is that Burry’s Q4 2024 portfolio already had Estee Lauder, so it’s not exactly a "new" position as the post implies—he just added to it or held steady while dumping everything else, if the claim is true. Burry’s been betting on Chinese stocks hard, with over 50% of his portfolio in that sector last quarter, so a complete exit from those positions would signal a massive shift in his outlook. Maybe he’s spooked by something in China—like escalating trade tensions or a market correction—or he’s doubling down on a recovery play in Estee Lauder, which has been struggling with competition from Chinese luxury brands. Without the Q1 2025 filing, I can’t fully verify the accuracy of the post, but the timing suggests it could be legit if the filing just dropped. The numbers in the image—like Estee Lauder at 50% of his portfolio after adding 100%—are mathematically possible if he sold everything else and the portfolio value shrank significantly. Still, I’d take it with a grain of salt until the SEC filing confirms it. Burry’s a wild card, but this would be a dramatic pivot even for him. If you want to double-check, keep an eye on the SEC’s EDGAR database for Scion’s latest 13F—it should be there any day now, if not already. What do you think—does this sound like the Burry you know?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder, $EL.
The Kobeissi Letter tweet media
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hypeform
hypeform@vfeed_official·
MOST POWERFUL MAN IN THE WORLD? Warren Buffet has $334 BILLION in CASH
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hypeform
hypeform@vfeed_official·
@ramonos Solana —> make memecoin —-> snipe it
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ram 💹🧲
ram 💹🧲@ramonos·
lets say you’re the bybit hacker you have $1.5B but your wallet is also blacklisted from every exchange the little mistake can get you into some serious trouble what you do?
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Tech Dev Notes
Tech Dev Notes@techdevnotes·
Grok 3 does not Decline saying words like "retard", ChatGPT does Grok 3 is more open and less censored!
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hypeform
hypeform@vfeed_official·
The charges mentioned are based on specific articles of the Código Penal de la Nación (National Penal Code of Argentina): •Article 172 – Fraud •Article 265 – Embezzlement of public funds •Article 300, inc. 1 – Illicit association (organized crime) •Article 309, inc. 1 – Money laundering
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hypeform
hypeform@vfeed_official·
BREAKING 🚨: CRIMINAL CHARGES HAVE BEEN FILED AGAINST ARGENTINIAN PRESIDENT JAVIER MILEI
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hypeform
hypeform@vfeed_official·
BREAKING 🚨: Trump with DOGE to cut 1.5 million (75%) Federal jobs. Follow: @vfeed_official
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hypeform
hypeform@vfeed_official·
BREAKING 🚨: Elon Musk & Co have sent an offer of $97 Billion to purchase OpenAI.
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hypeform
hypeform@vfeed_official·
@RupertLowe10 When suggesting such, also provide logistics. Transparency is key, then this can’t be ignored for now it’s waffle.
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Rupert Lowe MP
Rupert Lowe MP@RupertLowe10·
There are one million plus illegal migrants in the country. Labour have delivered a piddly 5,074 enforced returns. Multiply that by ten, and then by ten again. Then we can start talking.
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hypeform
hypeform@vfeed_official·
HAPPENING NOW 🚨: Stand off between armed police and hostage takers in Lewisham, London
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hypeform
hypeform@vfeed_official·
What do you mean ‘this is besides the point’, the fact he didn’t launch the coin is entirely THE POINT. Before you rush to pass judgment on a guy who openly trades—to make money, as traders do—maybe first set a standard in ethics for the big guy who rug-pulled retail alongside his wife, leaving them holding what you so casually call ‘dust.’ You guys need some lessons in civics!
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
@stoolpresidente Dave, this is besides the point. Will you pledge to never sell any of your position if it’s not about the money? Every previous coin has left retail in the dust, will you do something different?
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Dave Portnoy
Dave Portnoy@stoolpresidente·
Somebody sent me more free coins. Auto dump into #jailstool
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hypeform
hypeform@vfeed_official·
@stoolpresidente Dave you wanted a coin of your own, this is your coin now. I see a potential of this reaching $1bn within a week.
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hypeform
hypeform@vfeed_official·
@stoolpresidente Put another 100k in it will go to 100 mill within the hour.
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Dave Portnoy
Dave Portnoy@stoolpresidente·
I’m lying. I can’t sleep. #jailstool has adrenaline pumping (no pun intended but intended. We got 40 milly market cap and rising.
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