lowfour's Profile
lowfour
@lowfour
About
Me junto con toda clase de delincuentes, algunas veces comen en frío y otras en caliente.
Recent Discussions
El hilo de los ROBOCS: A ver quien tiene huevos de tener uno en casa
El Wolff de Calvo Street demanda a Melania. Posible hilo mítico
DARPA: La apuesta USAna para la guerra
Youtube, ese milagro que nos sigue dando
El Gran Hilo de China
Recent Posts
Joder pues por primera vez estoy perdiendo pasta en polestar, no se si meter más pasta y de muertos al rio. Si lo salvan y subimos por encima de 1usd entonces gano 20% en días.
RULETA RUSA O NO?
No no, la cosa esta malita en pokrovsk, eso es cierto... va a ser una batalla brutal como la de Bachmut. Pero están reventando tanquetas rusas a dos manos... demencial, casi como al principio de la guerra. No se ven muchos holy javelins desgraciadamente, el puto cerdo se los ha cercenado. Pero los drones hacen su trabajo... La UE como no se quede con el know how ukro de guerra de drones ESTÁ PERDIDA.
El otro día intentaba comprender como hacen la barrera de drones, la "drone death zone", y me imagino que tienen perfectamente cronometrado el tiempo de rotación de drones. Deben tener dentros de control donde ven exactamente la posición de cada drone y los sectores del frente, y deben tener muy bien controlado la rotación de los drones que no han encontrado objetivo... o igual no los devuelven (claro, vovler con un drone con explosivos armados es un poco jodido). Es un problema logístico mayúsculo y el que no tenga el conocimiento va a estar un poco muerto.
Predicted the last crash – now he warns again
Christan Bale as Michael Burry in the film "The big short". Photo: Paramount Pictures
He has sold off almost all of his stock holdings, speculated that the world's largest company would collapse – and changed his alias from X to a priestess in Greek mythology who could see the future. What does Michael Burry know that no one else knows?
Published12:19
Follow writer
"Sometimes, we see bubbles. Sometimes, there is something to do about it.
Sometimes, the only winning move is not to play."
X (once upon a time Twitter) is of course flooded with seemingly pointless posts like these.
But when the sender is named Michael Burry, the world's stock experts unleash their might to try to figure out what he really wanted to say.
Because Burry is not just anyone.
He first became rich when he realized, before anyone else, that the US mortgage bond market was greatly overvalued – and that a crash was inevitable.
And then world famous when Christian Bale portrayed him in the film adaptation "The Big Short".
For the past decade, Burry has used the microblog to deliver his doomsday prophecies about everything from bitcoin and Tesla to memestocks, to index funds.
Warned about bitcoin and Tesla
He has been noticed when he sold off giants like Meta and Alphabet – tweeting "We are all doomed", and bought into companies that focus on private prisons.
In Thursday's post, Michael Burry didn't specify which bubbles he was referring to. But it's not particularly difficult to point out a couple of hot candidates.
Like the stock market records in New York in recent weeks succeeded each other, despite new tariff unrest.
Michael Burry delivers recurring warnings to his 1.4 million followers on X. Photo: Dave Allocca/Starpix/REX
Or that “The Magnificent Seven” – the seven largest technology companies – today account for around 36 percent of the value of the broad American S&P 500 index, up from 12 percent ten years ago.
The largest of them, chipmaker Nvidia, recently became the first company with a market value of more than $5 trillion. The company accounts for almost a tenth of the S&P 500’s total value – more than the GDP of major industrial countries such as India, Japan and Germany.
According to the US Financial Conduct Authority, the company receives 85 percent of its revenue from six customers.
AI drives growth in the US
During the first quarter of the year, Burry's fund Scion Asset Management sold almost all of its listed shareholding, while the fund took short positions – that is, speculating that the share price will fall – against Nvidia and a number of companies with exposure to China.
And according to Harvard professor Jason Furman, around 4 percent of US GDP – equivalent to around SEK 11,000 billion – is invested in “information processing equipment and software”, which includes data centers linked to the AI boom.
This small sector accounted for a whopping 92 percent of GDP growth in the first half of 2025. If you exclude it, US growth drops from 1.4 to just 0.1 percent.
In connection with Thursday's cryptic post, Michael Burry also took the opportunity to change his alias on X to "Cassandra Unchained", a reference to the priestess in Greek mythology who is upset that no one wants to believe her accurate prophecies.
It only remains to be seen who has the nerve – as Burry says, “not to play.”
Los rusos han mandado 170.000 soldados a Pokrovks y los Ukros han mandado al propio gamer y fuerzas de operaciones especiales. La ciudad tenía muchos menos habitantes que 170.000... para flipar.