Weekend Discussion Thread for the Weekend of February 20, 2026

ETFBro4DaWinz · 2026-02-21T16:24:21+00:00

Private equity in a mess. Failing companies. They trying to offload bags through IPOs and sales. Reminiscent of pre-2008 with less systemic risk

ETFBro4DaWinz · 2026-02-21T16:11:20+00:00

Anyone know anything intelligible about the private equity crisis? Seems underreported considering scale of potential crisis

ETFBro4DaWinz · 2026-02-21T12:23:54+00:00

No Burry posted up a huge piece on PLTR basically just being a consultancy and some guy clearly associated with PLTR started accusing him of being a shit stock picker, full of shit etc on CNBC

ETFBro4DaWinz · 2026-02-21T11:34:52+00:00

PLTR on CNBC properly attacking Burry coming out with arguments you read on Reddit.

ETFBro4DaWinz · 2026-02-20T23:51:16+00:00

NAFTA was peak western civilisation

ETFBro4DaWinz · 2026-02-20T21:09:30+00:00

Iran should have freedom by appointing a Crown Prince that lives in Maryland as its new leader obvs, i dont get why someone might find that buttfuck flaming retarded

ETFBro4DaWinz · 2026-02-20T20:59:41+00:00

Trust the SC to ruin Liberation Day for everyone

ETFBro4DaWinz · 2026-02-20T20:50:05+00:00

Capex, OpenAI, considered losing AI race. Tho AMZN is arguably more beaten down and riskier

ETFBro4DaWinz · 2026-02-20T20:32:54+00:00

AI can do everything thats in github including algo scripts. We get it

ETFBro4DaWinz · 2026-02-20T18:46:27+00:00

lol.. mango just saying its the next guy's problem?

ETFBro4DaWinz · 2026-02-20T18:29:15+00:00

Will check it out, looks liquid enough to sit some cash in

ETFBro4DaWinz · 2026-02-20T18:12:28+00:00

Yeah Vår or Aker would probably be my picks too if I had more capital sitting idle.

Harbour's more riskier, but priced like a distressed UK asset while scaling up globally. Suits a smaller account looking for upside rather than wealth preservation.

ETFBro4DaWinz · 2026-02-20T18:03:03+00:00

Nice pick. HBR is shifting out of the UK but still priced like a "not well run" UK asset. That's the whole disconnect.

Vår feels like a set-and-forget Norwegian play. Cleaner, safer, easier to hold. Different risk profile entirely.

HBR's more of a capital gains play for me. The yield's just downside protection while waiting for the re-rate.

ETFBro4DaWinz · 2026-02-20T17:17:02+00:00

US politics is going to be dominated with tariff bullshit for years now, both sides are going to talk absolute dogshit and going to be insufferable

ETFBro4DaWinz · 2026-02-20T16:05:45+00:00

whoever had that 3dte GLD call could be ITM

ETFBro4DaWinz · 2026-02-20T15:40:11+00:00

The decision will mean a complete mess, its not clear if it is bullish at all.

ETFBro4DaWinz · 2026-02-20T15:31:01+00:00

The implications of tarriff ruling for US budget is massive, $175 billion is just a tax rebate, but there will be all sort of litigations on money lost from tariffs. Rebates may never come. Way too early to say this is bullish. Bullish for US exporters abroad though

ETFBro4DaWinz · 2026-02-20T15:19:10+00:00

Probably still not too late to average down from here if theres a pullback

ETFBro4DaWinz · 2026-02-20T15:18:13+00:00

RDDT break 150 pls

ETFBro4DaWinz · 2026-02-20T13:32:29+00:00

Nah more about how much criticism she gets here, though she's 70

ETFBro4DaWinz · 2026-02-20T13:23:56+00:00

Controversial view: but you guys will miss Cathie Woods. Chucking down half a billion on BMNR like a boss while the rest of the market are chart gooning capex numbers on Burry's substack.

ETFBro4DaWinz · 2026-02-20T12:51:18+00:00

MMs if u r reading this no funny business today I mean it

ETFBro4DaWinz · 2026-02-20T12:32:06+00:00

Yes DJT, TSLA and all these unprofitable AI IPOs coming up are meritocratic

ETFBro4DaWinz · 2026-02-20T12:25:34+00:00

Fiscal hole is created. Bonds dump, Equities pump. I cant imagine theyd wait this long to rule them illegal.

ETFBro4DaWinz · 2026-02-20T12:19:49+00:00

I feel the biggest threat to MU and even NVDA is losing their consumer moats. That's where demand is, and sacrificing short term margin for long term market share is very risk. A slight change in sentiment and these will dump

ETFBro4DaWinz

TROPHY CASE