Michael Burry first tweet in years... It's going to burst.
(media.scored.co)
Comments (31)
sorted by:
? Tell me like I'm five
AI is a big bubble about to burst. No one has been able to monetize it because the tech is not yet there after decades of research and investment. The only solid bet on this market as usual were the providers such as Nvidia who will have their stock value corrected once their big business customers vanish. Most big tech companies have been firing tens of thousands for months now to have cash in hand to survive the next AI winter.
https://www.businessinsider.com/big-short-michael-burry-bubble-warning-x-account-scion-crash-2025-10
Thanks Op!!
They fired employees because AI replaced said employees. Now the layoffs is because AI stocks will crash? makes no sense
That's what they told everybody. However, historically companies get rid of employees to clean up their balance sheets. It just happens that lie helps big tech by pumping the bubble thus making easy cash from clueless investors.
I agree. I doubt very much that AI is replacing masses of White Collar roles at Amazon, etc.
interesting. whats the best play here to make money then?
If you average what Burry, u/no_ez, and I am saying the best play is not to play. Everything is overpriced. Even if you buy commodities futures that will be the foundation of a recovery you might lose. Save what you have in gold or CHF, the USD, EUR, and GBP are going to tank. Wait for the bounce back tipping point before you start buying again. But that could be one or even two years away from the crash.
When i see a marketwide crash again,like in 2020, i’m doing yolo options puts on dow & s&p.
Holding pattern until then, big dawg. Berkshire Hathaway is selling everything and holding cash… i think they’re just sitting and waiting for the crash… to gobble up everything for pennies on the $
so we have to sit back and watch nvidia hit 300-400 while waiting for the crash? haha tough
what about crypto?
Crypto is rigged too.
https://dig.watch/updates/blackrock-bitcoin-fund-now-second-largest-holder
If you buy Nvidia now you'll not make much money as the stock is overvalued.
Fun fact, they've been making ARM CPUs in preparation for that crash so they can pivot their business filling the vacuum Intel will leave when it finally goes belly up.
https://m.youtube.com/watch?v=mCfjSc8A9Qo
Check this shit out. ASML in the Netherlands is the ONLY company making the AI chipmaking machines— sends them to sKorea and Taiwan…
Blew my mind how stupidly fragile the AI hardware supply chain is…
The video doesn’t mention neon deposits, (Ukraine) but briefly mentions rare earths.
so he is not opening a short, interesting. cash is king
He also posted 'sell' year or two ago....then the market went up 30%.
I trade futures contracts— Mostly indexes, oil, gold, and some fx.
I have no idea what’s going on. The derivatives are stacked to the sky, and bundled with dogshit. In 2008, the mortgage-backed dogshit securities crumbled… Now it’s like 10,000x/leverage… but everything… even bonds, treasuries are trading sideways and unpredictable—Fed cuts rates, you expect the market to act one way— poof.
Company share buybacks have gotten out of control. That’s the main factor, apart from “speculation” that is pumping the market.
All of the major hedges are just playing with each other and juggling…
He was right about two years ago— but credit default swaps happened and credit ratings were extended here and dropped there…
Blackrock just committed major fraud by claiming to have been frauded by some Indian dude who had NO REAL asset sheets or collateral or anything. Allegedly, they didn’t check out any of his credentials before loaning him $150bn.
They really think we’re that retarded.
https://www.zerohedge.com/personal-finance/breathtaking-fraud-blackrock-ripped-500-million-curious-case-bankim-brahmbhatt
Correction.
This is the third article I've read today about an Indian financially fucking a Western company.
so whats the play to make gains now? stay cash?
100%.
I’m doing scalping on dow jones right now, but really just for funsies. Took me far too long to learn to set limits before going in. I do 3:1 risk/reward ratio.. And hit 2/3 times usually.
Just fiddling around with house money.
Example. Dow is at 3000 I buy 1-2 micro mini futures contract. Set limits: eat loss and sell back at $150 loss and take profit at $50. So my loss will be a max of -$150 And my max gain will be $50.
Between 9:30 EST and 1:00 PM EST is when i play.
Make no mistake—It is a casino. Nothing about it makes sense, I’m only diving in at the middle of a trendline and hoping for the best.
It’s the equivalent of gambling unless you control millions of shares like the hedges… i just try to do what i think they are doing when they do it.
Watch the candlesticks at 15m and 5m, bet toward trendlines and keep last week’s daily movements in mind—there’s usually a baseline (average) and it’s supposed to trend back to that line.
thanks! are you actually making any profits on a monthly basis with this strat?
ive been trying to trade crypto for a solid while and never found anything replicable and consistent
Crypto is even more of a mystery.
Yeah, i’m pretty consistent. Some people do 2/1 risk to reward— but i do 3/1 on Dow Jones.
“Winning” is sometimes breaking even for the week, as i define it. Because you’re always learning. Losing is losing.
YOU HAVE to set your limits before the purchase or the greed or regret kicks in and you start using emotion.
It’s cool going into it knowing what you will lose, and it sucks when your “take profit” hits and you’re like “if i had just stuck it out i would’ve made xyz.” You have to be a cold bastard in options/futures. I wouldnt recommend it.
so your max loss is 150 but you take profit at 50? i guess you meant the other way around yeah?
Look, it’s fucked, i know. I do it backwards. Only for Dow, micro minis though.
Dow Jones moves super fast sometimes, on micro minis it’s 50¢ a point. So a 100 point swing is $50. I want to put a large brace behind me when it dips temporarily if the big boys pull liquidity. Which happens a lot.
Set up a paper trade account with another broker/platform and play around.
Make sure you have enough fake money in there to cover overnight margin, sometimes my “scalps” intended to last 15 minutes last for 2 trading sessions. (Because of my cushion being 3x)
Currently, i’m losing the $150 only 1-2x per week, and getting the $50 gain 6-8 times per week. Sometimes, If near the end of the day’s session—i’m at a gain that will cover fees and get a small profit, i take it. So, a couple of times a week, i’ll take $10-40. Just because the overnights are so unpredictable. This is futures. In options, I used to work a different strategy, but couldn’t make it consistent.
This is just my dow jones strategy— it’s pretty shitty i admit, but there’s just so much fluctuation at market open. Consistency is king.
What i’m doing, i set it and forget it in the morn, check it in the afternoon 30 minutes before closing bell. If i am at any loss near closing, i say fuck it. I came in to lose $150 i’m not cashing out over -$68.
…And i only get my dick kicked in once or twice a week 🤣
I am retarded by the way, please dont use this as trading advice (unless its a “practice” aka paper trade account)
hmm i guess ill just go for gold tbh. what % ratio do you recommend for metals vs cash?
It’s important when holding gold to know where you can “use” it should you have to.
Pawning- It is the best asset for pawn shops. You get cash at a place where you can get it out of hock easily. (I’ve pawned one 5 gram gold ingot like 20 times lol) If you’re expecting a paycheck in a week, and rent is due today, pawn the gold, pay the rent, get the check, get cash, use cash to get your gold back. Pretty simple. The pawn shops hate this. They would always say “you’re already back!?” Yeah, i’m here to pay the $38 on the $400 loan you gave me and get my gold back. Get the PER DIEM interest charge, make sure it’s worth it, and don’t lose your gold.
Trading- if you or your family were starving, let’s say, the grocery stores are empty, grid is down, some type of emergency situation who/where could you trade with to get something. Would the people you know, the stores in your community— would they be more open to greenbacks or gold? My grandpa always said “ you can store gold and silver all you want, but you cant eat it” In this case, would a .22 rifle and a thousand round brick be worth more than gold? Squirrels can be quite tasty in a pinch.
Selling- this one is pretty easy. Gold over time, so far, has been the better investment. If you had a $100 bill and an ounce of gold under your mattress in 2006, forgot about it, and find it today, the $100 is still a $100 bill. With inflation, it’s lost value. You could buy more with $100 in 2006 than you can today. The gold, however, well, you know.
But, some people (like addicts who need a fix right now, or the 75 IQ cashier at grocery store) would still prefer the $100 bill. Taking the $4000 oz of gold and finding a buyer is something they havent or can’t conceive of. It would be a hassle to them. Does not compute.
Holding/storing- Do you have a family member that lives with you who has stolen from your piggybank before? Always asking to borrow money? Is it easier to store cash or gold safely for you?
Pimps put their money in gold and the gold on their neck. If they are arrested, cash is seized. Gold is personal property. One of his hoes can come get his personal property, pawn it, come back and pay his bond. If he had $4000 in his pocket, it would be inaccessible and he would stay in jail until trial.
So there’s some things to think about.
excellent stuff. im not in the US so i currently value mobility. i dont have social circle i can rely on so my best chance would be fleeing my country in case of a serious event. im considerin tokenized gold
You named the biggest snake in the game.
Watch how Blackrock manipulates DJT stock on the daily with block sales.
I don't care how right he's been, I don't listen to people who talk like faggots.
What if Jesus talks like a faggot? That's a head scratcher for ya.
Certainly you can find a guy named Jesus right now, probably in Mexico or San Francisco talking like a faggot. Nothing to do with the Way, the Truth, and the Life though.
Anyway thanks for showing me you're probably a faggot as well with that rhetoric. Repent before you are killed with AIDS.