Lalalalal
voted
$ServiceNow (NOW.US)$ $ServiceNow (NOW.US)$
crept a bit after decent earnings, but the market seems to be treating it like everyone is already on unemployment after their bosses fired them for some hell-ai.
decent earnings.
sittings a f*ck ton of cash (1.5 BILLION)
means they can pay their employees to keep hanging out till 2035.
as the sector continues to get swapped out for memory giants $SanDisk (SNDK.US)$ $SK hynix (SKHY.US)$ $Samsung Electronics (005930.KR)$ $Micron Technology (MU.US)$ $Seagate Technology (STX.US)$ and ...
crept a bit after decent earnings, but the market seems to be treating it like everyone is already on unemployment after their bosses fired them for some hell-ai.
decent earnings.
sittings a f*ck ton of cash (1.5 BILLION)
means they can pay their employees to keep hanging out till 2035.
as the sector continues to get swapped out for memory giants $SanDisk (SNDK.US)$ $SK hynix (SKHY.US)$ $Samsung Electronics (005930.KR)$ $Micron Technology (MU.US)$ $Seagate Technology (STX.US)$ and ...
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Lalalalal
commented on
$Oracle (ORCL.US)$ no way it goes below $140 again.... right?
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Lalalalal
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Personal views only. Not financial advice. If you enjoyed the article, give me a follow and a like!![]()
Weekly Outlook
Markets remained highly volatile this week, with particular turbulence across tech stocks and the AI hardware sector.
Q2 Wrap: Strongest Quarter in Six Years
The week's most significant turning point came on Wednesday evening, when Kevin Warsh made his debut on the international stage as the new Fed Chair, appearing at the Global Centr...
Weekly Outlook
Markets remained highly volatile this week, with particular turbulence across tech stocks and the AI hardware sector.
Q2 Wrap: Strongest Quarter in Six Years
The week's most significant turning point came on Wednesday evening, when Kevin Warsh made his debut on the international stage as the new Fed Chair, appearing at the Global Centr...
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Lalalalal
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Burry is widening the AI short
Michael Burry is back in the spotlight with a new basket of bearish bets tied to AI and semiconductors, including $Caterpillar (CAT.US)$ , $NVIDIA (NVDA.US)$ , $Applied Materials (AMAT.US)$ , $Tesla (TSLA.US)$ and $iShares Semiconductor ETF (SOXX.US)$ .
The key point is not just that he is shorting Nvidia and Tesla again. By shorting SOXX, Burry is effectively betting against a broader semiconductor basket led by $Micron Technology (MU.US)$ , ...
Michael Burry is back in the spotlight with a new basket of bearish bets tied to AI and semiconductors, including $Caterpillar (CAT.US)$ , $NVIDIA (NVDA.US)$ , $Applied Materials (AMAT.US)$ , $Tesla (TSLA.US)$ and $iShares Semiconductor ETF (SOXX.US)$ .
The key point is not just that he is shorting Nvidia and Tesla again. By shorting SOXX, Burry is effectively betting against a broader semiconductor basket led by $Micron Technology (MU.US)$ , ...
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Lalalalal
commented on
$Palantir (PLTR.US)$ 120+ By Friday 🚀🚀
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$Palantir (PLTR.US)$![]()
Burry has liquidated his positions
Translated
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