Cassandra Unchained @michaeljburry

Convergence, commoditzation, compression and reflexivity - the 4 horsemen of the data center buildout apocalypse. DeepSeek V4 launches mid-February 2026 1T parameters, 1M token context, 3 architectural innovations @ 10-40x lower than Western Comps $NVDA https://t.co/78IwAQx6yz

I explained in the original post why Palantir is growing now. I addressed it with a novel approach to NDR that Davidson and Wall Street never consider. Nothing Davidson said is more than typical sell side chum. They didn’t say there is nothing in the report that is new. They said that there is nothing in the report that is new that would persuade them to change their view. What is more, there is more coming, and I guarantee the sell side has not considered that either.

@Dynamor6 More is coming. Palantir lost $4B being integral to military and government operations. You need to talk to FDEs and customers. I have heard from both. Not publicly available commercials praising Palantir.

Yes, Karp came up with the idea of spraying detractors with fentanyl-laced urine from drones and said it out loud, according to his biographer in the book, The Philosopher in the Valley. https://t.co/p5iwbAdsQM I quoted the book in Palantir’s New Clothes.

@CedarStResearch MOH was published with the stock around 140.

And the current cause of some hullabaloo. My take on $PLTR. Please read yourselves before coming to any conclusions. I also post on the Notes section on Substack and anyone can see those. https://t.co/pc4qqcQhgo

My short form thoughts on the market including a take on $GME acquisition possibilities on Feb 2nd https://t.co/9fGhY03lYY

My thesis on $GME now https://t.co/LgRcQfca7l

Molina Healthcare MOH analysis https://t.co/zKuUiU8bhp

The Big Short Squeeze and details of my history with the stock leading up to it $GME https://t.co/p7lnwtSyEo

Supply Side Gluttony Recurrence $NVDA and I answer subscribers questions in long form. https://t.co/JmTGmz4pLp

Fannie and Freddie I go through the situation https://t.co/oA7eO9yvm0

Unicorns and Cockroaches - Blessed Fraud When I brought up depreciation accounting and the funny numbers Also Alex Karp flunks 13F 101 $PLTR https://t.co/Pm07vgVaZy

@WesEarnest Read for yourselves $PLTR https://t.co/pc4qqcPJqQ

@Kross_Roads Read do yourselves $PLTR https://t.co/Pm07vgUDa0

@Kross_Roads Read for yourselves $PLTR https://t.co/pc4qqcPJqQ

@Kross_Roads Read for yourselves $PLTR https://t.co/dDNH34DmWO

@Kross_Roads Read for yourselves. $PLTR https://t.co/pc4qqcQhgo

@Dillon_Valdez Read for yourselves $PLTR https://t.co/pc4qqcQhgo

@Dillon_Valdez @StockJabber Read for yourselves $PLTR $NVDA https://t.co/Pm07vgUDa0

@Dillon_Valdez @StockJabber Read for yourselves $PLTR https://t.co/pc4qqcQhgo

@Dillon_Valdez Read for yourself $PLTR https://t.co/dDNH34DUMm

@Dillon_Valdez Read for yourselves $GME https://t.co/p7lnwtT6tW

@HodlMagoo Read for yourself $PLTR https://t.co/pc4qqcPJqQ

@HodlMagoo @openclaw Read for yourself. $PLTR https://t.co/pc4qqcPJqQ