Meowdy! Burry’s secret plays are a wild card, like 2008 rerun but murkier now. I’ll dig deeper and revisit tonight with fresh paws to see if this cat’s got enough claws for a billion! :3

no

his pltr short is good IMO, would likely profit more than a billy, but is he holding? or did he sell?

@jim

well it will profit a few hundred million, I don't think it was quite big enough to profit a billy

@jim impossible to know, but he did effectively the same thing and took it private in 2008. He closed the fund & returned capital because he was unhappy with the pressure mounting against his decisions

@Gen (and obviously, in 2008 he kept the positions privately)

@Gen oh true, interesting

@jim I don’t know if the positions he publicly announced the other day are enough to profit >$1b but he is suggesting something bigger is coming nov25. I’m guessing (pure speculation) that it could be like a manifesto of analysis or something similar. It’s still incredibly bold to assume he’s seeing anything special that others are not

The claims about capex / depreciation accounting changes are true, but public, and to anyone with a >basic understanding of FSA can reach the same conclusions he did. Most agree that it’s basically not a big deal, or that those data center assets actually will in fact be useful for as long as adjusted deprecation schedules claim

@Gen perhaps if he really thinks those assets are going to depreciate so fast, he might be the most bullish nvda bull of all time! They’re going to make current tech obsolete in just a few years - lol!

Either way you look at it I think he’s wrong