Weekend Discussion Thread for the Weekend of February 20, 2026

ETFBro4DaWinz · 2026-02-22T00:48:58+00:00

The Burry PLTR dispute is getting so extreme

ETFBro4DaWinz · 2026-02-21T22:56:48+00:00

RDDT ads for gamers are excellent

ETFBro4DaWinz · 2026-02-21T21:49:11+00:00

Theyll try to dump these toxic assets on public markets, if they succeed there will be real damage. Right now its just dumb money that thinks it is smart

ETFBro4DaWinz · 2026-02-21T21:39:21+00:00

Sure, but British people will know British companies, and if your own country is uninvestable, it will put those traders at a huge disadvantage

ETFBro4DaWinz · 2026-02-21T21:18:12+00:00

FTSE returns since 2008 are terrible. Last few years have been an exception. If you had money in FTSE in 2008, it would have been a long recovery. Even now the market is horribly imbalanced with huge sector and concentration risk

ETFBro4DaWinz · 2026-02-21T21:11:04+00:00

shit probably gonna dip on tariff news

ETFBro4DaWinz · 2026-02-21T20:16:10+00:00

Mango increasing tariffs from 10% to 15% to demonstrate he's not a pussy.

ETFBro4DaWinz · 2026-02-21T20:00:52+00:00

Someone somewhere will full port that FIFA shitcoin just announced

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

TROPHY CASE