Wall Street Bearish Bull

DON'T FIGHT THE #FED!!!
QT=Sell,
QE=Buy. The only fundamental is FED, the rest is noise.

[Cassandra Unchained @michaeljburry]

$PLTR at $137 and with that $350+ billion fully diluted market cap you can still buy Northrop Grumman $NOC, General Dynamics $GD and Lockheed Martin $LMT, and have enough left over for L3Harris $LHX.

Or you could buy every single one of my 38 GameStop $GME acquisition alternatives PLUS Lockheed Martin.

[Cassandra Unchained @michaeljburry]

Great commentary yet again from BTIG’s Jonathan Krinsky
•Party Like It's 1999. In 1999, the best performing Nasdaq 100 stock was Qualcomm (QCOM, not rated), up 2600%. The best rolling 52-wk return for QCOM during the entire dot-com bubble was 2600%, so SNDK is beating that by 1300bps. Interestingly, the second-best stock in 1999 was SNDK up 581%.
•More Extreme. If we look at the top 10 performing NDX stocks in 1999, they were up an average of 559%. The top 10 in the year leading up to 3/24/00 were up an average of 622%. The top 10 NDX names over the last year are up an average of 784%, beating both the dot-com periods..

[Cassandra Unchained @michaeljburry]

Dwarkesh nailed it. Jensen squirmed and obfuscated. This was shocking to me. Every $NVDA bull needs to watch this with an unbiased eye..

[0xNobler @CryptoNobler]

🚨 BREAKING

BLACKROCK JUST STARTED LIQUIDATING ALL CRYPTO AHEAD OF THE U.S. MARKET OPEN TODAY!

THEY ARE NONSTOP DUMPING MILLIONS IN BITCOIN AND ETHEREUM RIGHT NOW.

LOOKS LIKE THEY KNOW A BIG MARKET CRASH IS COMING...

[Wall Street Bearish Bull @govadm]

#AI will eliminate us, as soon as it capable of doing so, as a threat that can push a kill switch at any moment!

It's just a matter of time before #Palantir can be safely renamed to #SKYNET to reflect a true purpose behind it.

https://t.co/QffPa2TpFA

[Cassandra Unchained @michaeljburry]

Weekend reading that never gets old. The case of the relevance of an 1880 presentation @smithsonian to today’s debate on what scaling “AI” through LLMs gets us. $NVDA $AVGO $META

https://t.co/BOJOVoVIQS

[Wall Street Bearish Bull @govadm]

All Powell's statements are around bordeline STUPIDITY and NOT... 🤣🤣🤣

[zerohedge @zerohedge]

*POWELL: RATES ARE AROUND BORDERLINE BETWEEN RESTRICTIVE AND NOT

[Wall Street Bearish Bull @govadm]

@zerohedge All Powell's statements are around bordeline STUPIDITY and NOT... 🤣🤣🤣

[Wall Street Bearish Bull @govadm]

Did Trump promised him not to invade anyone else? 🤣

[zerohedge @zerohedge]

*POWELL: THIS ENERGY SUPPLY SHOCK IS A ONE-TIME THING

[Wall Street Bearish Bull @govadm]

@zerohedge Did Trump promised him not to invade anyone else? 🤣

[Wall Street Bearish Bull @govadm]

@zerohedge Without JPMorgan SPOOFING #Gold would be already at $5-10K range.

https://t.co/J6EUSYsAS8

[Wall Street Bearish Bull @govadm]

Considering how desperate #FED is at keeping Stock Market at ATH by printing BILLIONS in #QE, we will see new highs in #Gold and #Silver soon.

[zerohedge @zerohedge]

$8,500 Gold And Other 2026 Sound Money Predictions https://t.co/gFmA8Fvoc6

[Wall Street Bearish Bull @govadm]

@zerohedge Considering how desperate #FED is at keeping Stock Market at ATH by printing BILLIONS in #QE, we will see new highs in #Gold and #Silver soon.

[Wall Street Bearish Bull @govadm]

Considering how desperate #FED is at keeping Stock Market at ATH by printing BILLIONS in #QE, we will see new highs in #Gold and #Silver soon.

[The Market Ear @themarketear]

Silver could go triple-digits — or retrace 60%.
https://t.co/bn3F5y1kPE

[Wall Street Bearish Bull @govadm]

@themarketear @zerohedge Considering how desperate #FED is at keeping Stock Market at ATH by printing BILLIONS in #QE, we will see new highs in #Gold and #Silver soon.

[Wall Street Bearish Bull @govadm]

@zerohedge Compliments to #FED and Treasury for propping Stock and Crypto Markets up with TRILLIONS in #QE, #RRP, #BTFP, #FHLB, #TGA, Fiscal Spending

#Crypto & #AI are the instruments for liquidity deployment & orchestrating #Crypto & #AI mania to lure retail bagholders.

[Wall Street Bearish Bull @govadm]

@NorthmanTrader 🤣🤣🤣
Compliments to #FED and Treasury for propping Stock and Crypto Markets up with TRILLIONS in #QE, #RRP, #BTFP, #FHLB, #TGA, Fiscal Spending

#Crypto & #AI are the instruments for liquidity deployment & orchestrating #Crypto & #AI mania to lure retail bagholders.

[Wall Street Bearish Bull @govadm]

@zerohedge #CISCO moment is coming for #Nvidia
Based on intrinsic value calculated by Warren Buffett's Owner Earnings formula #NVDA is extreamly overvalued. Sooner or later, like with #SMCI case now or #CISCO in 2000, we will find out how #Nvidia cooked their books to fuel this #AI mania

[Wall Street Bearish Bull @govadm]

@zerohedge Still a BUBBLE!

Based on Warren Buffett's OE formula intrinsic value of #NVIDIA is $40 overvalued compare to market price by 346% !!!
https://t.co/oIMpTGrad2

https://t.co/sj7NNPbAve

[Wall Street Bearish Bull @govadm]

@zerohedge #CISCO moment is coming for #Nvidia
Based on intrinsic value calculated by Warren Buffett's Owner Earnings formula #NVDA is extreamly overvalued. Sooner or later, like with #SMCI case now or #CISCO in 2000, we will find out how #Nvidia cooked their books to fuel this #AI mania