Sephiroth Leo

To live is to fight

No political affiliation.
Retweet is not an endorsement.

[vittorio @IterIntellectus]

holy shit
i asked claude to make a video on western civiization

[Commentary Trump Daily Posts @TrumpDailyPosts]

JUST IN: Trump just got Chinese President Xi to actually say “Make America Great Again” at the White House

[Praveen @nmPraveen]

@ClaudeDevs This has to be dumbest false positive rates. Does any scientist in virology field can even try to ask one relevant question and not get blocked? Me and my lab applied for the science program access as well and got no response. What a joke

[Sephiroth Leo @SephirothLeo7]

The most likely outcome for the next few weeks is oil price down, US economy better, Trump can win his mid-term something.

Stock wise? Maybe a little dip before year end relief towards December

After mid-term should be down only unless bears want to provide liquidity

[Jack @depression2019]

I have an idea of how to save Nike

[Blue Bear @Bluebearmonkey]

China is one of the least export dependent economies the world.

* It’s even less export dependent than the numbers below suggest.

Different discussion… it might blow your little EU mind. 😈

[Bull Theory @BullTheoryio]

BREAKING: Michael Burry warns Big Tech's AI filings are hiding major risks.

Oracle disclosed $288 billion in leases it hasn't even started paying for yet.

Burry says Big Tech also doesn't disclose how much "AI demand" is just companies paying each other to buy their own products.

[Sephiroth Leo @SephirothLeo7]

@MasterMaliq Logical fallacy. You first need to prove if he is a true prophet.

[Li Ern @RealLiErn]

If I'm the owner, I'll rather end the business than sharing it to parasites

[Zac @Zac_labs]

Malaysia’s 30% equity requirement strikes again.

This time, tuition centres.

If true, tuition centres needs 30% Bumiputera ownership to operate.

Bumiputera refers broadly to Malays, the "son of land".

More than 50 years ago, Malaysia introduced race-based affirmative action, with good intention to listed companies.

Half a century later, we’re talking about applying it to tuition centres.

[Stephen Schmitt @SM_Schmitt]

@WatcherGuru

[SIFF #MensRightsAreHumanRights @dnfiofkdn]

Those who support merital rep are cuck

[Sephiroth Leo @SephirothLeo7]

@q7ejx @grok why

[Women Being Awful @WomenBeingAwful]

What a mess...

Thanks, ladies.

[Lozzy B 🇦🇺𝕏 @TruthFairy131]

The ending 😂

[Chad @basedchad]

@GarbageHuman24

[Dangerous Thoughts @DangerousThinkg]

This is a fascinating coincidence

Is it a coincidence??

[Sephiroth Leo @SephirothLeo7]

This is scary 😲

[Slava 🇺🇦 @Heroiam_Slava]

Putin probably has made the decision to attack Lithuania, Latvia, and Estonia in the coming months, despite the warning from USA

As Putin, driven into a corner in Ukraine and under internal pressure, and US intelligence allows for the possibility of a Russian ground invasion of the Baltic countries to blackmail NATO and obtain concessions regarding Ukraine.

It is also not ruled out that Putin may order a strike on one of the military plants in Britain to raise the stakes.

[Bull Theory @BullTheoryio]

🚨 Michael Burry is doubling down on his bearish AI bet, while buying Nvidia calls as a HEDGE.

The "Big Short" investor bought December $NVDA calls with strikes in the mid-to-high $200s, paying single-digit premiums.

Burry says the calls are purely a hedge against his much larger Nvidia short and put positions, which represent roughly 3.5%-4% of his portfolio.

He also added to his shorts in Oracle, Palantir, Nebius and Caterpillar.

His total short stock exposure now exceeds 21% of his portfolio, excluding puts.

Burry said Nvidia's theoretical value is "much lower than today's market value" and the company's monopoly power could have a shorter lifespan than investors expect.

He also warned that Nvidia may not distribute enough capital to shareholders as it increasingly pours money into capex and investments to expand its ecosystem.

Burry is also making value-focused bets, adding to Birkenstock in the mid-$30s and Freddie Mac in the mid-$5s, while holding a large position in Fannie Mae.