Upcoming hyperscaler earnings should provide the next read on capex intentions, and we expect those numbers to reinforce the upward trajectory rather than challenge it. We believe CoreWeave driven fears are way overdone-remind us of the Saas apocalypse fears earlier this year 🎯
Breaking: Michael Burry is buying China stocks while he shorts the Nasdaq
He:
• Bought more BYD $BYDDF
• Continues holding $JD, $TCEHY, $MPNGF, $HDALF
• Avoiding Alibaba $BABA until price hits KHD 70s or stops issuing stock for AI
Burry has been calling Hong Kong "very undervalued", per his Substack
@DerrickEvans4WV It will
End H4 ( opens up recruiters , receptionist, etc. jobs to millions)
End Punjab Asylum visa ( opens up starbucks/ gas station / 7-11 / doordash jobs to millions)
@TrumpsLostBalls that is Punjab Asylum visa for you
very talented starbucks / gas station / doordash / 7-11 workers ;) ... Do protest and get asylum in US / Canada
US workers have been robbed from top to bottom
My October strongest offensive list:
$AMD — Heavy add!
$SNDK — Strong Buy
$COHR — Strong Buy
$ASTS — Buy
$PLTR — Buy
$CRWD — Hold & watch
$OKLO — Long-term heavy
$VRT — Buy
$AEHR — Buy
$ONDS — Short-term breakout play
$CRDO — Strong Buy
$ALAB — Buy
AI infrastructure + photonics + nuclear triple resonance is hitting hard. Miss this and you’re already behind.
Bookmark now. Come back end of month to check the score.
If you’re not following with notifications on, you’ll probably never see a list like this again.
How much effort they put into a movie but you never get to see the behind the scenes just like a father whose hard work is unseen.
The whole crew and actors, no matter how much they earn, it's their right