Posts
Solar Powered Space Data
A year ago, Michael Burry sold everything except Estee Lauder. He also bought puts on Nvidia.
>May 19, 2025 >…He had been quite bullish on China, owning large Chinese stocks like Alibaba, Baidu, JD.Com, and PDD Holdings. But after selling these stocks, he also purchased put options on these names. Put options are similar to call options but in the opposite direction, essentially betting that a …
Open AI's money fire goes on
"*OpenAI burned $3.7 billion in first quarter of 2026 \[...\]. Recent reports said OpenAI was planning to slash its AI pricing to better compete with rival Anthropic. Such a move could further hurt the company’s finances, especially given that it is yet to turn over a profit.* *The company clocked …
Microsoft battle
Microsoft is making back to back inverse and reverse head & shoulder patterns but not able to break out. Seems tough battle between bulls and bears! (I didn't know giving good and technical information gives you downvotes. Probably I hurt the sentiments of lots of puts)
Microsoft DD (Not AI for once!)
Microsoft is **down** \- 17% the past 6 months \- 17% in the last year \- 12% in the last 2 years And is only up +17% since December of 2021. In the same time, their earnings have grown 73%. Thus, their P/E ratio has plummeted to a level not …
$SPCX Baby Bear Play
Little $1,700 bet against SpaceX now that options are live. ​ 17 total puts with September and December spreads. ​ General thought is that the stock could crash to $20 and still be worth more than Boeing and Lockheed Martin combined. ​ SpaceX is unprofitable, with an incredibly high price …
Bought 8/21 180 SPCX PUTS
Was crossing my fingers that this thing would pop on IPO and it did. I bought puts this morning when it was trading about $210/share out two months with $180 strike. Thought about extending longer as insiders lockups end which i still may do but was more than happy to …
Michael Burry says he’s tempted to bet against SpaceX, but passes on expensive options
Anyone looked into shorting the cattle industry with screwworm making a comeback?
It took over 40 years to push them back the first time and the department that did it doesn't even exist anymore. I figure I'll start with the feeder cattle contracts since the parasite targets the newborns first. Before we eradicated the fly ranchers in the southwest were losing about …
Serious discussion: Is it time to full port healthcare, or am I regarded?
Healthcare has been getting destroyed relative to SPY while everyone keeps chasing semi. Is this an obvious mean reversion/sector rotation play, or is healthcare cheap for a reason? Is it really this easy, or am I regarded?