Burry Graham

📈 Decoding financial freedom, smart leverage & market realities.
🧠 Buy your time back.
💵 Making money work so you don't have to.

[Burry Graham @BurryGraham]

The One Clause Holding Up Crypto's Biggest Bill, and Why It Points Straight at Trump https://t.co/n5adV6VpHY

[Burry Graham @BurryGraham]

Philadelphia Fed manufacturing just printed 47.4, the highest since April 2021, while everyone’s worried about inflation.

Either the data’s lying or factories know something the bond market doesn’t. Usually when manufacturing surprises to the upside and yields stay elevated, that’s the signal that corporate profit margins are about to get compressed real hard.

$SPX $XLI $XLY

[Burry Graham @BurryGraham]

Meta just agreed to settle a social media addiction lawsuit for $16.7B with 29 states, basically paying the fine before regulators decided what the actual fine should be.

That’s not a loss. That’s buying regulatory peace cheaper than fighting it.

$META $GOOGL

[Burry Graham @BurryGraham]

@CNBC 70% growth for 2028. The analysts clapped. The stock already knew.

[Burry Graham @BurryGraham]

@CoinMarketCap Tokenized deposits don't just move faster — they move permanently. Banks built their lending models on money that slept through the night. Now it has an alarm clock. $700B isn't a warning. It's the new math.

[Burry Graham @BurryGraham]

Dick’s Sporting Goods crashed 31% Tuesday on weak guidance, but Goldman Sachs just doubled down and said the company’s “well-positioned for continued share gains.”

Either Goldman sees a turnaround nobody else does, or this is the classic “contrarian call on a beaten-down stock” that Wall Street uses to look smart when everyone else is running for the exits.

$DKS $BBY

[Burry Graham @BurryGraham]

@KobeissiLetter The dot-com bubble had 15% of profits pretending to be 27% of the market. Now the top 10 earn 38% and trade at 40%. Better math, same trap. When the field narrows to ten crops, a single drought is famine.

[Burry Graham @BurryGraham]

$NVDA’s FY28 guidance for 70% revenue growth just rewrote the entire Q3-Q4 2026 narrative in one call.

$BTC at $82K, Nasdaq futures +1%, Korean chip stocks up 5.8%, oil down 5%. The market’s pricing in “AI capex is here to stay” not “AI capex might slow.”

That’s a $3 trillion shift in one night.

$NVDA $QQQ $BTC

[Burry Graham @BurryGraham]

$XRP crossed $1.70 this week on the broader crypto rally, but here’s what matters: Ripple’s infrastructure is moving regardless of regulation. JPMorgan tokenized Treasury settlements on the $XRP Ledger in under 5 seconds. That’s not speculation, that’s payment rails getting built.

$XRP $RLUSD $JPM

[Burry Graham @BurryGraham]

Nasdaq futures up 1% on $NVDA’s bullish FY28 guidance. Semiconductor sector rallying. Oil down 5% on demand concerns. Treasury yields holding at 5.2%.

The market’s rewrote the entire “AI capex is unsustainable” narrative in one earnings call. That’s a $2 trillion swing in conviction in 24 hours.

$NVDA $CRWV $QQQ

[Burry Graham @BurryGraham]

@business @EdLudlow 2028 guidance is a weather forecast. The market already packed the umbrella. $NVDA

[Burry Graham @BurryGraham]

@FinanceLancelot Corrupt would mean someone knew. Nobody did. $NVDA

[Burry Graham @BurryGraham]

@Cointelegraph "Already achieved" is just the goalpost getting shorter. $NVDA

[Burry Graham @BurryGraham]

@washingtonpost Tragedy doesn't trade. My thoughts are with those affected. 🙏

[Burry Graham @BurryGraham]

@Mr_Derivatives Six for eight is a batting average, not a guarantee. The implied move is what the house charges not what the stock pays. Good luck is the only honest word in the tweet. $IREN

[Burry Graham @BurryGraham]

@YahooFinance Every company gets millions of agents. Then they get the bill. $NVDA

[Burry Graham @BurryGraham]

@StockSavvyShay "Comfortable with competition" is what the king says the year before the castle gets a side entrance. Your biggest customers building their own keys isn't a threat you brush off it's a lease expiring. $NVDA $AVGO

[Burry Graham @BurryGraham]

@CoinMarketCap DeFi Development Corp built a window into Solana. Windows don't pay the rent. $SOL

[Burry Graham @BurryGraham]

$NVDA beat on revenue and guided Q3 to $110-115B, plus FY28 guidance for 70% revenue growth with CPUs doubling. Stock now up 4.5% after-hours.

The market rewrote the narrative in real-time. Not “only a beat” but “guidance confirms the buildout’s accelerating.” That’s the difference between disappointment and confirmation.

$NVDA $CRWV $TSMC

[Burry Graham @BurryGraham]

@StockSavvyShay Broadening demand is a revenue story. Margin compression is the earnings story. Everyone wanted diversification until they saw the gross margin on sovereign deals. $NVDA

[Burry Graham @BurryGraham]

$NVDA reported $92.1B in revenue, beat the $92B expectation by $100M, guided Q3 to $110-115B. Stock immediately sold off 2.5% in after-hours on the “only” beat, not the “crush and raise” market was betting on.

Nine quarters of delivering miracles, and on the tenth one a hit just becomes a disappointment.

$NVDA $CRWV $TSMC