Boggywoggy

TheConstellationGuy from Reddit

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry says Anthropic's IPO filing shows the whole AI boom is "catastrophically vulnerable"

Below are his reasonings:

1. Anthropic owes $537B for computer power, and pending deals could push it to $800B

2. Anthropic brings in about $65B a year, so it owes about 12x what it makes

3. Half of $537B goes to $AMZN, $GOOGL and $MSFT

4. Anthropic's sales growth slowed from 144% last quarter to 46% this quarter, while its compute costs jumped 78%

Burry says this setup works while AI keeps growing, but one slowdown could hit cause a collapse

[Boggywoggy @TheCSUGuy]

@MohanadInv Are we really including gains in the labs as part of EPS & PE of $GOOGL? Come on now…Real PE is like 30+ lol.

[Boggywoggy @TheCSUGuy]

@NickAdamsinUSA Nobody needs this Russian oligarch gilded shit @NickAdamsinUSA

[Boggywoggy @TheCSUGuy]

@joecarlsonshow The S-1 doesn’t even have gross margins and plus nearly 600B in commitments, against already slowing growth. Just face it bro, AI is cooked.

[Boggywoggy @TheCSUGuy]

@Mapago9 Waiting until back to $170.

[Boggywoggy @TheCSUGuy]

@drayinvests If you want to let you money sit in what is basically a bond yielding what is probably no better than 0.5% at best, and with a multiple reversion, -5-10% over the next 3-5 years at worst, go for it.

[Boggywoggy @TheCSUGuy]

@DividendDynasty They announced that they are holding mortgage scoring pricing at $10.

[Boggywoggy @TheCSUGuy]

@joecarlsonshow Good luck hope the hundreds of billions for muse pay off for the 10 users in 2 years

[CanadianInvestor @cadinvests]

What market crash? $CSU.TO

[Boggywoggy @TheCSUGuy]

@ArneUlland Yessir! 🫡

[Boggywoggy @TheCSUGuy]

Goodbye AI. 👋🏼🤖🪤🧨

Hello $CSU 📠📺💾 (where the money has been all along)

[Boggywoggy @TheCSUGuy]

@BBNFL1984 @leevalueroach Who will pay for Muse? It's all the same shit. People will use the cheap Chinese crap thats 98% as good and 1/20th the price. Gonna laugh at all the write downs hyperscalers have coming in the next 3-5 years.

[Boggywoggy @TheCSUGuy]

@joecarlsonshow Good luck @joecarlsonshow hopefully those 5-year lifespan paperweights sitting in warehouses pay off

[Boggywoggy @TheCSUGuy]

At this point, my full exit of $FIX around March / early April this year was relatively well timed and worth the capital gains tax as I redeployed fully into $CSU.

Trailing 6M Performance:
$FIX -16.5%
$CSU +21.65%

[Boggywoggy @TheCSUGuy]

@GainsOnPaper If you own $NBIS $CRWV $IREN you are not an investor, you’re a stupid gambler.

[Boggywoggy @TheCSUGuy]

@thekriskay Because it’s garbage that will be worth $0.

[Boggywoggy @TheCSUGuy]

@NotA_Bull $CSU

[Boggywoggy @TheCSUGuy]

@FluentInQuality While it is finite, it's still too large for $CSU to ever have issues in the near future finding targets. It's estimated that there are ~280,000 VMS companies, which is likely to grow with AI. I think they will continue their fractal stratrgy and split into new operating groups.

[Boggywoggy @TheCSUGuy]

@Antoniokvan @NotA_Bull Adding just a little here and there but nowhere near what I did earlier in the year. My capital is relatively dried up and I’m not in cash.