Brian 🟧

Gonna try to be more like Bill Walton
I fight for the users

[Brian 🟧 @DJTet_]

"our willingness to mistake momentum for permanence"

Ought to be called Impermanence

#TronAres

[Shanaka Anslem Perera ⚡ @shanaka86]

THE RECKONING

Michael Burry just bet $1.1 billion that the AI revolution is a lie.

Not the technology. The valuation.

Eighty percent of his entire portfolio now sits in put options against Nvidia and Palantir … the twin gods of the machine age. This is not hedging. This is conviction. The same conviction that made him $700 million when he shorted the housing bubble while the world called him insane.

Burry sees it again. The same fever. The same math that doesn’t work.

Nvidia trades at 54 times earnings. Historical baseline: 20. Palantir at 449 times. These are numbers that require perfection forever. Numbers that have never survived reality.

In 1999, tech stocks drove 80% of market gains before surrendering 78% in the crash. Today, AI commands 75% of S&P 500 returns. The script hasn’t changed. Only the costume.

Global AI spending has exploded to $200 billion annually … up 120% … yet productivity gains crawl below 20%. We are building cathedrals before we’ve proven the god exists. Fifty-four percent of fund managers now call this a bubble. Not pessimists. The people managing the money.

The energy math alone is apocalyptic. AI will consume 1% of global electricity by 2027. That’s $100 billion in costs against $200 billion in spending … before a single dollar of proven return.

Michael Burry isn’t betting against artificial intelligence. He’s betting against human nature … our willingness to mistake momentum for permanence, narrative for numbers, revolution for immunity from gravity.

Every transformative technology reaches this moment: where promise becomes price, where believers stop calculating and start crusading. Electricity was real. The market crash of 1929 was real. Both were true.

Palantir’s CEO calls Burry’s position “batshit crazy.” Of course he does. When you’re the priest, the skeptic is always the heretic. But Burry has already been the heretic once. He bought credit default swaps when Wall Street laughed. He walked out with generational wealth when Wall Street walked out with nothing.

This is $5 trillion in AI market value balanced on one assumption: that exponential curves never flatten, that competition never arrives, that margins never compress, that reversion to the mean died with the old economy.

It didn’t.

If Q4 earnings crack, if Nvidia’s 75% margins slip, if adoption stalls or chips supplies fracture … the unwind will reshape markets for a generation. Not because AI fails. Because math finally matters again.

Burry may be early. He usually is. But early and wrong are separated only by time.

And time has never lost.

The machine gods will endure. The question is whether their disciples will survive the fall.

Watch the margins. Watch the energy. Watch what happens when faith collides with physics.

History doesn’t repeat. But it rhymes.

And this verse sounds disturbingly familiar.

[2001 Live @25YearsAgoLive]

Major renovations begin on the 85th and 86th floors of the South Tower of the World Trade Center to accommodate new tenants.

[Department Of Deportations @DoDeportations]

Georgia changed the law so that we couldn't see how many Patels they were listing as White

[Rozz Games @games_rozz]

Having worked another 90+ hours this week, sadly my game isn't generating any form of sustainable income (and that's super scary!)
However I am 100% committed to completing the project, so likes, follows, reposts are really appreciated. I'm trying my hardest (but maybe it's just not enough)
🫶Sincere thanks for all your support.

[REKT Specialist is unbanned! (Parody?) /AFAO/ @GoatRoper911]

jews "you don't need a wall, let everyone in".

Meanwhile in their country...

[King @King_Ikshvaku]

🚨Japan is based as f*ck!

Japan's new laws send shockwaves!!

Halal - BANNED✅
Mosques - BANNED✅
Call to prayer - BANNED✅
Burka - BANNED✅

Should we copy Japan?

[James Speed Rogers @speed_roge75310]

The Republican party is dead to me. All 50 Republican senators voted to merge the American & Israeli militaries. Sickening.

[Neon White Rabbit @RedPillRabbit]

All American companies have been hollowed out, American Engineers can’t find work and those employed enjoying America are unskilled Indians who are just dollar signs in the eyes of Indian managers and HR for kickback money.

It’s ALL RICO cases. It’s all Visa fraud. And it’s is ECONOMIC WARFARE against the U.S. and its people.

[Brian 🟧 @DJTet_]

Why is he here? @ubereats @dojphofficial

[Melinda Richards 🇦🇺🇺🇸 @goodfoodgal]

Wiped his poo on the wall after delivering UBER EATS

I know what I’m never doing again.

[The Zillennial American @ZillennialAm]

Look at them trying to spin that they didn't just vote to merge our military with Israel.

[Jobs.Now @JobsNowPR]

If Trump had created hundreds of thousands of good paying jobs for American citizens by ending H-1B, PERM and OPT back in 2025 he would have an 80% approval rate right now.

[Ricky Zaccaglino @RickyTheGuido]

When I say the govt is corrupt, I’m not talking about democrats or republicans.

I’m talking about the entire thing.

[Battle Beagle @HarmlessYardDog]

Recruiters require 10 years of experience in an AI that came out three months ago. It just so happens that Rajesh from India has over 20 years of experience in that particular AI.

How can lazy Americans compete?

[The Ambassador of America First @ShaneEBurns]

JUST IN: Americans warn India has already taken control of all of our IT jobs and systems.

[Gregory K Bovino @GregoryKBovino]

Mexicans are out in the streets protesting illegal migrants:

“Out Hondurans! We don’t want you here!”
“Immigrants yes, illegals no!”
“No to the invasion!”

Where are the human rights activists now?

Where are the immigration attorneys filing lawsuits?

Where’s the media calling this “xenophobic” and “heartless”?

Every country on Earth enforces its borders when it affects their people.

But suddenly it’s only controversial when America does it.

The hypocrisy is glaring. Sovereignty isn’t racism. It’s basic governance

[Brian 🟧 @DJTet_]

@LeoBachLive @LoveRetroBTW JD Roth was great, he still is involved in a lot of tv production today

[James Li @5149jamesli]

So they are just openly admitting that Lindsey Graham was basically a mole for the Israel?!

[Brian 🟧 @DJTet_]

@sugarbelleash @Desertpunk88274 @LoveRetroBTW Yep this is a great take, Phil was awesome and Nick Arcade had its moments tech wise but I was often left wanting to see more gameplay, Video Power hit that spot a little better

[Brian 🟧 @DJTet_]

@LeoBachLive @LoveRetroBTW It was a fantastic show, probably my fav at the time along w GameProTV as far as tv shows showing actual videogame gameplay, it was so rare back then, to think this was almost a decade before XPlay and EP, great syndicated show I was crushed when it disappeared

[Save Your Cinema @SaveYourCinema]

RIP Barbara Ling, production designer of Once Upon a Time in Hollywood, Michael, The Doors, and many more films. She brilliantly transformed 2018 Los Angeles into 1969. IMO, Once Upon a Time in Hollywood has the best production design of any movie set in LA.