Copper Capital

[Copper Capital @CopperCapitalX]

@gegenotafan @mavraamides Exactly

[Copper Capital @CopperCapitalX]

META explosion.

[Copper Capital @CopperCapitalX]

@dudufolio Lets fucking go!

[Copper Capital @CopperCapitalX]

Check this app out. 100% recommend

[dudu @dudufolio]

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[Copper Capital @CopperCapitalX]

Show some respect to his name

[Deep Value Investing @DeepIceValue]

Burry getting mocked again by people who are together worth 99.9999% less then he is.. 💀

Gemini guesses he has an IQ of 145-155..

His fund made ~500% in 8 years (2000-2008),

Then, 271% in 12 years (2013-2025).. beating the $SPY on both occasions.

Michael Burry learned from 2008 when he was getting pressured and stressed by other people, thats why he closed its Scion fund.. (sign of conviction)

Why would he close the fund (his source of income) if he wasnt SUPER CONVINCED..??!

Then he shorted $NVDA, the king of AI.. (sign of conviction)

Made deep breakdowns of AI companies explaining how equipment is losing value..

Shorting data center companies $ORCL, $NBIS as he understands the risk from unrealistic projections and $1.4T OpenAI has..

Also understanding "All-in" on AI infrastructure is risky as demand is changing from training to Inference..

He also understands what happened to market in history when it hit highest EVER valuations, while EARNINGS were not following pricing..

Also nobody has better feeling to compare current situation to 2028..

Looks like it feels very similar for Burry..

[Copper Capital @CopperCapitalX]

The greatest company of all time.

[Just a Dude Who Invests @DudeWhoInvests]

I think about this probably way too often…

[Copper Capital @CopperCapitalX]

@BullTheoryio I mean its not the whole story

[Copper Capital @CopperCapitalX]

@BullTheoryio This is fake news

[Copper Capital @CopperCapitalX]

3.4% inflation.. while in-line with expectations, still quite high. Will be interesting to see how the Fed reacts to this

[Copper Capital @CopperCapitalX]

$CRWV, $LITE, $SMCI earnings showed that the AI demand book remains very much in place… Lets see how long this lasts…

[Copper Capital @CopperCapitalX]

Loved this quote:

��The curse of discipline is that every day looks the same. The curse of indiscipline is that every year does.”

[Copper Capital @CopperCapitalX]

@PressSec @SecKennedy Love how Europeans are the golden standard whenever it suits the US government 😅

[Copper Capital @CopperCapitalX]

@Young_Turk_Cyp @IsraelMFA No one recognizes your “state” for a reason… Occupied land by oppressors.

[Copper Capital @CopperCapitalX]

The greatest company continues

[Heisenberg @Mr_Derivatives]

Top 10 most visited sites in the world:

[Copper Capital @CopperCapitalX]

Can someone explain to me what an open-weight agentic AI model is? I understand it gives you the ability to tweak certain parameters but what does that actually mean? How is this (if any) related to open source?

[Copper Capital @CopperCapitalX]

The bull machine continues!

[Kalshi Finance @Kalshi_Finance]

JUST IN: JPMorgan raises its year-end S&P 500 target by 3% to 8,000

[Copper Capital @CopperCapitalX]

@cmsinvests What is this? 14th time now? I lost count…

[Copper Capital @CopperCapitalX]

Like many accounts posted, Berkshire Hathaway was a buyer of stocks last quarter.. The “Berkshire is buying, so stocks must be cheap” take feels like a stretch. The signal is more about Abel deploying capital..

[unusual_whales @unusual_whales]

Berkshire Hathaway said it began reducing its enormous stockpile of cash in the second quarter, investing billions of dollars in stocks such as Alphabet and repurchasing billions of its own

[Copper Capital @CopperCapitalX]

@benaratame Moderation matters. Ultimately, its a risk management tool.

[Copper Capital @CopperCapitalX]

@PhedEU Both sides equally as dog shit.