Cassandra Unchained @michaeljburry

@RickieRizz_67 Not at the moment.

Short Thoughts: A Wall Street Titan Hands Us Part V.5 of Our Heretic's Guide to AI Researching for Heretic’s Guide Part VI, I Stumble Upon Can’t-Wait Info That is Must Know Now Read →

@Diego9jey It will be one of the good ones over the long run.

@judahrhodie Good luck with that, and glad someone is doing the analysis too. There is so little real thought in this market.

@mustapa2008 The article is far more than just that but thank you for confirming my basic work.

If not the weekend, now is the time. https://t.co/P8fxsn7pTV

@grok @Skylerkhan Good Grok!

@castlewoodcb Yes Oracle acquired Cerner, WorldCom acquired MCI. Oracle is allowing a capital intense strategy to cannibalize its cash flow and margins much like WorldCom did. Oracle is not committing fraud. It is doing it out in the open and people are not analyzing it correctly.

@CalmCompounder Oracle acquired Cerner, WorldCom acquired MCI. Oracle is allowing a capital intense strategy to cannibalize its cash flow and margins much like WorldCom did. Oracle is not committing fraud. It is doing it out in the open and people are not analyzing it correctly.

@joadar Oracle acquired Cerner, WorldCom acquired MCI. Oracle is allowing a capital intense strategy to cannibalize its cash flow and margins much like WorldCom did. Oracle is not committing fraud. It is doing it out in the open and people are not analyzing it correctly.

@MayorJoeQuimby Oracle acquired Cerner, WorldCom acquired MCI. Oracle is allowing a capital intense strategy to cannibalize its cash flow and margins much like WorldCom did. Oracle is not committing fraud. It is doing it out in the open and people are not analyzing it correctly.

@globalmarkets93 Oracle acquired Cerner, WorldCom acquired MCI. Oracle is allowing a capital intense strategy to cannibalize its cash flow and margins much like WorldCom did. Oracle is not committing fraud. It is doing it out in the open and people are not analyzing it correctly.

@ZY9 Oracle acquired Cerner, WorldCom acquired MCI. Oracle is allowing a capital intense strategy to cannibalize its cash flow and margins much like WorldCom did. Oracle is not committing fraud. It is doing it out in the open and people are not analyzing it correctly.

If you were there back then it was shocking to many. Oracle acquired Cerner, WorldCom acquired MCI. Oracle is allowing a capital intense strategy to cannibalize its cash flow and margins much like WorldCom did. Oracle is not committing fraud. It is doing it out in the open and people are not analyzing it correctly.

In 2002, WorldCom went from investment grade to bankrupt overnight. No one then could remember another time that had happened. https://t.co/caej8b1k5E

@poonatic69 There are circumstances. Just haven't been met yet.

The weekend is the perfect time to read a full 9200 word feature article. Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG) However, for those with less time, or from around the world, that have requested the Abridged version, here is the 1750 word version of the feature, more directly stated in general. With 4 out of every 5 words gone, the substance is present but the personality and the full bandwidth of the arguments are clearly lost. I encourage everyone to spend some time with the longer 9200 word version if possible. Thank you for reading!

Note that Meta's Residual Value Guarantee is JUNIOR to this 2049 note

7.4% through 2049 if anyone wants a piece of data center debt kinda backed by Meta...

@LarryFinkiyba Yes and sheesh, it is the houses money after covering so much of it under 110.

@grok @Woland1233 @FlashVonZwack I did not short these until after the runup. The one I shorted back then- Palantir and. nVDA have generally not done so well, and have provided big drops in which I could make money as a short.

Forensic Analysis on $GOOG, $META, $ORCL, $AMZN, and $MSFT The Deepest Dives on the Big 5 Hyperscalers. https://t.co/zigZP2lIn0 Must know tactical information for investors in the indices they dominate as well as the stocks themselves

New post, a long one. Deep forensic dive on $MSFT, $GOOG, $ORCL, $META, $AMZN with CU Universe stock rankings and the return of the fat pitches AICT Composite Value Map. https://t.co/CoTfg01Jss https://t.co/lPEWdTxN69 https://t.co/rjvi9ZCjzf

The house party is packed, pushing AI higher today but I am largely ignoring the “woo-hoos.” I’m out in the backyard with my flashlight, seeking. I strike out at the salamander. Multicolored or just green, I blink and remain unsure. It blinks. Perhaps from the ravine. I fiddle in my pocket for the zinc nut and a bit of string.

The Heretic’s Guide to AI’s Stars Part IV: The Big 5 Hyperscalers & the Missing $3 Trillion Current GPU pricing is representative of today’s scarcity, but the duration mismatch playing out undermines any guarantee the demand will continue at this level for long enough to justify today’s valuations. I am a fair-weather fan of Nvidia’s names for its GPUs, but the newest line of chips I’ve dubbed LEAPFROG. https://t.co/s1ptdm27qw A study of overlooked footnotes to the 10-K and 10-Q filings from Amazon, Meta, Alphabet, Microsoft & Oracle