Richard Blake Dunn 📈

@pdicarlotrader Looks like a higher low to me

Oof $PLTR This is why I’m still not long and remaining patient. Once criteria is finally met, I will go long. Until then, let it fade

@cryptofergani Damn I wish I made 10k a month

Make $10,000 a month, live off of $2,500, invest the $7,500. That's how you get rich.

@DeepValueBagger @AISavvyCapital So is PLTR

@AISavvyCapital 😂 It's back down while market is up

Tomorrow is the day $iren haters become retards and get very quiet

@Ashton_1nvests PLTR

What’s your biggest position right now?

@pdicarlotrader So you’re waiting for another 25% drop that may or may not happen

$SOFI's two year bull cycle ended March 1st. People keep asking if this is the bottom. Here is why I am not buying yet. Two things I look at before entering any long term position. The monthly BX and the fair value band. Right now both are telling me the same thing. Stay away. The monthly BX measures buying pressure. When it is dark red, there is no buying pressure in the market. No buying pressure means no entry. Simple as that. I do not care how cheap the stock looks. If institutions are not buying, I am not buying. A lot of people want to time the bottom perfectly. I get it. It feels great when it works. But the downside of being wrong is holding a falling stock for months waiting to break even. That is not a trade. That is a trap. The fair value band is the second piece. On the monthly timeframe this tends to act as strong institutional support and a clean place to start a long term position. We are not there yet. Best case in my opinion is a drop to around $14. More likely I am watching the $10 to $12 range as the real area where this thing finds a floor. So no, I am not calling a bottom here. A discount is not a signal. Buying pressure is the signal. When the monthly BX turns, I will be the first to say something. Until then I am watching from the sideline.

K

@justgamesbro @footballguy82 That’ll also come off when you cook it

@footballguy82 Aye, yes here we go! The problem with yall is you think we’re trying to get rid of bacteria. We wash to remove slime, poultry odor, blood remnants and any other unwanted bits. (Feathers)

Taking the chicken straight from the pack into the frying pan is nasty. I don't trust anyone who doesn't wash their chicken. I don't care how good the finished product looks.🤢

@pdicarlotrader Give me 100$ I’ll put the house on it

Rejecting faster than I expected. $PLTR

@daremarket 453

the number was 427. nobody got it. let's run it back: $200 double or nothing. guess a number between 1 and 1,000

@daily_msu I’m confused

Can’t even tell which team is Michigan

@theblockspot Duke or Michigan

Florida is out. Houston hasn’t won. St. John’s hasn’t won. Arkansas hasn’t won since 1994. Arizona hasn’t won since 1997. You don’t trust Iowa State. You don’t trust Nebraska. You don’t trust Purdue. You don’t trust Texas. You don’t trust Iowa. Who is going to WIN March Madness?

@patty_fi @crypto_bitlord7 Heroin and fentanyl

@crypto_bitlord7 What u using?

Yes I’m a drug addict. Is it a crime ?

@MrMikeInvesting This looks just like the post @TheProfInvestor posted

Following this simple rule will almost guarantee you to outperform the S&P 500 every year… Buy stocks when $VIX is at $30. Buy even more stocks when $VIX is at $50. Sell stocks when $VIX hits $14. & repeat!!

@cantonmeow 4 figure for me

6 figure unrealized gains day.

@__MrZzz__ @Mr_Derivatives Yep a whopping 3% of his PLTR shares

@Mr_Derivatives Smart - you sell in the midst of the “war”, not when the hype passes.

$PLTR whoa. 👀

@NoAlphaLimits Literally 3% of his shares lmfao. Classic click bait for the people who don’t know much shame on you

@michaeljburry @gregorygant88 @aakashgupta Very short term thinking sir

@gregorygant88 @aakashgupta

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.

@Akademiks Kendrick hater

This Super Bowl halftime show already better than last years…. Bad bunny really him fr .

@ProblemSniper You cannot invest in a company that can be easily replicated by big companies this is not 2000

🚨 $HOOD 3/4 run up!

@SharkChart @TheLongInvest It’ll be 100+ in 5 years at the latest

When you think you know everything and ignore the facts in front of you, this is what happens… Sorry to those who got led to the $HIMS slaughterhouse by @TheLongInvest