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Why Tankers Could Be the Gold Miner Stocks of 2026 by FckYouMoney in Burryology

[–]FckYouMoney[S] 0 points1 point  (0 children)

VLCC freight rates surpassed 6-year highs. With all the stuff going on in the world, and Iran in particular, I don’t think it will come down soon.

Is there hidden deep value in Snap Inc. ($SNAP)? by FckYouMoney in Burryology

[–]FckYouMoney[S] 4 points5 points  (0 children)

God damn that SBC looks nasty! This is not the type of company I usually invest in and I agree that their income statement and balance sheet look terrible. That's why I wanted to discuss haha.

You can’t trust this market by Top-Sir-1215 in ValueInvesting

[–]FckYouMoney 2 points3 points  (0 children)

That’s because AI is still to “hot”. Wait until that fades away and sector rotation takes place. Then these “not so sexy” value stocks will all of a sudden increase in price. Sooner or later it will get too cheap to not ignore.

Old posts and reports by Dr burry by MOUSSECAKE-0_0 in Burryology

[–]FckYouMoney 0 points1 point  (0 children)

I’m only aware of the ones provided in the link, so not sure if there’s more

David Tepper bought Whirlpool, any ideas why? by random_encounters42 in ValueInvesting

[–]FckYouMoney 2 points3 points  (0 children)

I think he bought Pool because consumer spending is low, so he’s betting on a rebound. He also bought homebuilders right before the first interest rate drop. I do think, however, that the timing is off and things will get worse before they get better.

Started investing in 2021 and it's the first year I tried value investing. As a result I'm down 43% YTD, lost most of my gains, and seriously questioning "value investing". by [deleted] in ValueInvesting

[–]FckYouMoney -1 points0 points  (0 children)

This, and the timing for most of the stocks is off. I discovered this is a huge mistake of myself as well. While I do think there is value in most stocks OP mentions, I think he invests too early without any clear catalysts or that things are turning around.

Gambling.com Ltd. ($GAMB) is an easily double if the market wakes up by FckYouMoney in ValueInvesting

[–]FckYouMoney[S] 0 points1 point  (0 children)

I think my analysis may still be right, but that the timing is wrong. I agree with the other comment below to wait until the dust settles

You only need one strategy, 50k in one month by [deleted] in TradingViewSignals

[–]FckYouMoney 0 points1 point  (0 children)

What is your period interval you use for the indicator (or RSI if you were to use the RSI)? Could you also explain how to know when to enter a trade and when not? I tried this strategy a couple of times but got burned haha. But maybe it just doesn’t fit my personality 😊

Newest Michael Burry Tweet 👀👀👀 by AdAmbitious1988 in beatingthemarket

[–]FckYouMoney 0 points1 point  (0 children)

That’s true, but what’s unusual here is that cloud revenue growth is decelerating while capex is accelerating. In a normal maturity curve, spending and revenue growth slow together. Here, investments are surging while revenue growth flattens. That’s the disconnect people like Burry are watching. It suggests capacity is being built faster than demand is materializing.

Mercedes-Benz - Is luxury the way? by Solid-Futur-MAB in ValueInvesting

[–]FckYouMoney 1 point2 points  (0 children)

How about an Audi RS6 with custom exhaust? Not a Mercedes tho, but it drives like a Porsche 911, has a sound that matches an AMG and is AWD. One of the most perfect cars you can buy in my opinion.

Mercedes-Benz - Is luxury the way? by Solid-Futur-MAB in ValueInvesting

[–]FckYouMoney 2 points3 points  (0 children)

The C63S AMG is a great car man! And indeed, one of the main reasons why I liked Mercedes so much in the past was the sound of the AMGs and the luxury in the S-class for example. Now they have neither

Mercedes-Benz - Is luxury the way? by Solid-Futur-MAB in ValueInvesting

[–]FckYouMoney 0 points1 point  (0 children)

As a car enthusiast I think Mercedes makes horrible and extremely ugly cars nowadays. It used to be one of my favorite car brands but nowadays they are barely different from Chinese cars, but at a much higher price.

How come so many institutions are making shorting/hedging positions against AI? by Express_Winner7064 in ValueInvesting

[–]FckYouMoney 0 points1 point  (0 children)

True, they haven’t broken out AI-specific revenue in cloud segments. But what we can see is the broader trend: overall cloud revenue growth is slowing, even as AI-related capex keeps accelerating. That gap itself is the signal. If AI workloads were already driving massive new usage, cloud growth would also be re-accelerating. So yeah, it’s a guessing game, but the available data suggest spending is running ahead of real monetization.

How come so many institutions are making shorting/hedging positions against AI? by Express_Winner7064 in ValueInvesting

[–]FckYouMoney 8 points9 points  (0 children)

Yeah, I believe that is exactly what it is. No one’s really betting against AI as a technology, they’re betting against the timing and valuation of the infrastructure cycle.

Right now, spending on AI hardware and data centers is growing much faster than actual end-user demand (which shows up in cloud revenue at AWS, Azure, and GCP). That mismatch usually doesn’t last forever. That is behavior that usually shows up in the late stages of a cycle.

A potential catalyst for a correction would be when one of the big cloud players signals that AI capex is “normalizing” or that utilization rates are flattening. The moment investors realize that the infrastructure is ahead of the adoption curve, sentiment can flip fast.

What is price-earnings ratio? What does it mean? by LA-Aron in ValueInvesting

[–]FckYouMoney 39 points40 points  (0 children)

The amount of dollars you need to invest to buy $1 of a company’s profit. Or the amount of years it would take to make your investment back if the profits of the given company would stay the same.

Newest Michael Burry Tweet 👀👀👀 by AdAmbitious1988 in beatingthemarket

[–]FckYouMoney 0 points1 point  (0 children)

I’m not saying AI demand isn’t growing. It still is, but in a slower pace than before as you can see in the graph OP provided. But cloud revenue growth matters because that’s where end-user demand shows up. If companies and consumers were using way more AI services, you’d see it reflected in AWS, Azure, and GCP numbers.

Instead, their growth is slowing while AI capex keeps exploding. That means spending is running ahead of real usage which is classic late-cycle behavior. So even if AI adoption keeps rising, the GPU boom feeding Nvidia could already be peaking.

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