Long Burrys Short Portfolio. 😳

$zs 50 weekly sma as last resistance… looks juicy …

Why would the slowdown in models translate into pressure for AI stocks? Slowdown in model development does not translate into the slowdown of the current buildout. If anything, it’s even more bullish for the short/mid-term if labs focus on deploying current models rather than constantly rushing the next one. Large parts of capex are committed. $GOOG $META $MFST $NVDA still build. We still need all the memory, storage, energy, compute, cables, transceivers. The theatre from yesterday is the definition of a noise.

Idiots on X think Dario and Sam are deliberately slowing revenue on purpose so rivals take the market and @AnthropicAI & @OpenAI commit suicide. Just how dumb are you? “Pacing does not mean halting model training or technical progress, but ensuring companies take adequate time to align and safeguard their models.” - @DarioAmodei So it's a bullish path forward to safe frontier models that don't extinguish humanity. Also remember, next gen models in experimental mode generate ZERO revenue, exactly like next gen MEMORY products have no capability to generate revenue yet. The money makers are the high volume proven products already out there.

$btc just follow the green arrows 👀

I don't know why this isn't being discussed more... In fact, I'm the only one talking about it! The YoY inflation rate for all items less energy in the CPI just reached its lowest levels since Mar.'21, up +2.5% YoY. The Fed can't control crude oil prices. And the good news is that this datapoint indicates that the uptick in crude oil prices in 2026 hasn't caused a ripple effect down the supply chain into consumer prices. That's why this datapoint is so important. It shows that broad-based disinflation is still intact. So why would the Fed hike in that kind of environment, knowing full well that a hike won't do anything to crude oil prices, which is the ONLY driver of the acceleration of inflation in 2026? The fact of the matter is that ALL OTHER components within CPI are experiencing the lowest aggregate inflation rate in 5+ years. This is why I think the Fed will stay paused and that the MOST LIKELY next directional move will be a cut... not a hike. Embrace nuance.

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$mu is trading above it’s: 9/21/55/200 Daily Moving Averages 9/21/55/200 Weekly Moving Averages To the bears: What’s so bearish on the chart? What do you see?

Hands down one of my top subs. Been following Caleb since 22' I think. I have learned so much. Appreciate you bro. 🧡

Man, thats crazy…

$SNDK is up nearly 75% over the past two weeks 😳

$mu asking for a friend… what‘s bearish on this chart?

I’ve been muting a lot of accounts lately. Too many people speak with absolute confidence about things they clearly don’t understand.

To all those who say Burry might be right/wrong! It really doesn't matter guys. Trust me. Being right or wrong is not what you are looking for. Making money is what you are looking at. Currently since 2020, alright since 2008 ever since the FED opened the Pandora's box the easy trade is to buy the dip. So for me what Burry is doing is hard! Extremely hard. Stock market in general is super hard.. and I mean it being a profitable trader for years. It humbles you in the ways you will never anticipate. So pick the easy trades. That is buy the dips on strong momentum stocks. That is the easy trade. Than calling tops on whatever has run. So whatBurry is doing makes no sense to me, but it doesn't mean he is right or wrong. I think most traders who have been in the market for long understand what I mean.

$GOOGL - GOOGLE'S NEW PHONES ARE $100 MORE EXPENSIVE THAN LAST EDITIONS

Most people don't realize how big of a growth wave we are currently experiencing. So far, with 88% of S&P 500 companies reporting earnings, the index has posted +50.4% growth in earnings year-over-year. To put this into perspective, the already astronomical expectation of +23.1% growth has been more than doubled. This will mark the 2nd consecutive quarter of earnings growth above +25% and the 7th consecutive quarter of double-digit earnings growth for the S&P 500. The last time growth was this strong was in Q2 2021 as the US economy emerged from the pandemic and $4+ trillion in stimulus was handed out. We are arguably in the midst of the biggest technological revolution in US history. The data is absolutely insane.

$MU $DRAM Remember Micron is set to outearn Apple, Google, Amazon, Microsoft, Meta, and Tesla. Every. Single. One. The most underestimated company in technology. Not anymore.

Jony Ive, without Steve Jobs, appears to be lacking design skills! Ferrari, $RACE, makes RACE cars! It's literally in their ticker. They not only make Race cars, but they make the most beautiful vehicles on the planet. It's all in their chemistry, in their history, in their DNA! I would LOVE to own an all-electric Ferrari, one that looks like a Ferrari and destroys the specs of other vehicles. Jony Ive, helped Ferrari design an UGLY 4-door EV that manages to be SLOWER than a $TSLA Model S at 6x the price! WTF is this!? Yeah, I can see why the stock would be down 6% on this news!

If you look at charts all day, remember. 1. Only close matters, daily volatility, especially at market open is only noise. Don't let it bother you, this is when the market is the most emotional. 2. Respect your plans. Some of your swings won't make it, some of your positions will fall lower than you'd like. You either hold a plan or a thesis, respect them. Don't make those silly mistakes. x.com/WealthyReadings/status…

Just a feeling… that correllation still is in tact.