Ted Davies

[NoLimit @NoLimitGains]

🚨 The Indonesian Rupiah has almost officially gone to ZERO against the USD.

[The Assembly @InTheAssembly]

Michael Burry made $100 million for himself and $725 million for his investors betting against the housing market in 2008.

Hollywood made a movie about him called The Big Short.

Last quarter he made his BIGGEST market call in 17 years.

Here's where he's putting his money now:

– He opened a 3.5% position in PayPal at $49.38
– He's adding Salesforce (CRM)
– He's adding MSCI
– He's holding Adobe (ADBE), Autodesk (ADSK), Veeva (VEEV), Fiserv (FISV).

Every name on that list is software or payments.

Every name on that list got destroyed in the recent selloff.

Wall Street thinks AI is going to kill these companies, Burry thinks Wall Street is wrong.

His thesis: the recent software crash wasn't about AI disruption

It was driven by technical pressure in private credit markets.

None of his picks rely on private credit. He says the AI disruption fears are overblown.

This is the same Burry who:

– Shorted Palantir with put options on 5 million shares
– Shorted Nvidia with put options on 1 million shares
– Accused hyperscalers of using accounting tricks to hide $176 billion in depreciation
– Called this the biggest speculative bubble of all time

Translation: Burry doesn't think tech is dead. He thinks the AI Mag 7 are overpriced and the rest of tech is mispriced

The man who saw 2008 coming when nobody else did just told you exactly what he's buying and why.

Every time he makes a new move, we will break it down here.

Turn on notifications so you don’t miss the alert, this is VERY important.

Many people will wish they followed us sooner.

[Ted Davies @ted_112211]

@PiListingNews 12

[Ted Davies @ted_112211]

@Castro1021

[Ted Davies @ted_112211]

@LucidWolf__ @KingEgilZ @savevidbot

[Ted Davies @ted_112211]

@footballdaily @SaveVideoBot

[Ted Davies @ted_112211]

@kazrrari Bring back supersofts and super hards I beg the stategies would be mental

[Ted Davies @ted_112211]

@AxciemG @ESPNcricinfo 67-3 mate looking the bowlers aren’t the flaw at all

[Ted Davies @ted_112211]

@Thogden Blues 16 or 17th as we are every fucking season

[Ted Davies @ted_112211]

Nice to see red bull suffering from their punishment after cheating in 2021, fucking load of bollocks #f1 #MiamiGP

[Ted Davies @ted_112211]

#MiamiGP Leclerc 🤝 crashing in quali 😂