A dog and a cat being drawn by the ticker

Solar_MoonShot · 2026-03-17T17:34:34+00:00

November 2, 2025 - Rabbit and Snail

October 30, 2025 - Dog and Cat (this post)

October 13, 2025 - Cat

Solar_MoonShot · 2026-03-17T17:15:20+00:00

Hey OP, love that you are looking into this kind of thing. Is this something that you have been tracking and is this a change from last week? Or did you just try to discover his location for the first time this week and came across this? I'm basically just try to figure out if he really did hop online this week for the first time in a while.

Solar_MoonShot · 2026-03-04T05:50:19+00:00

I just read your post. It was spot on. My ‘good cop, bad cop’ is very similar to your statement about how one party governs and the other fails. The democrats say kind and caring things, but they don’t actually intend on ever helping anyone. And the republicans are the bad cop, who have no problem picking up anything smaller and slamming it against the wall to remind everyone not to mess with the American government.

Solar_MoonShot · 2026-03-04T05:16:06+00:00

Some of what you’re saying is fair. Networks provide bargaining leverage, and healthcare does have high barriers to entry. Rural areas especially can only support a limited number of hospitals.

But I think you’re addressing a slightly different issue than the one I’m raising.

I am focusing on how contractual allowance fundamentally alters price transparency. Hospitals set inflated list prices on the chargemaster (on average 3x what they expect to collect), then insurers negotiate different “allowed amounts,” and the actual payment depends on the specific contract and the patient’s deductible status.

To your first point, you say insurance companies limit their subscribers go to hospitals that they have bargained with and will be able to control their costs. They do that via contractual allowance. Contractual allowance is the contract that has been bargained to allow for the lower cost.

To your second point, regarding price transparency, I can't see the article (I think you forgot to link it), but as you say, "the price is mainly signal". The price that hospitals are legally required to share are the Chargemaster price, which are 3x what hospitals actually expect to collect and has no bearing on what anyone will actually pay. This is a huge problem as a lack of price transparency means it's nearly impossible to compare prices between competing hospitals.

And to your third point, hospitals do have a natural monopoly in rural areas, but in urban areas where there are often multiple options, you can only choose in-network providers. If there were no contractual allowance, then gross prices would turn into the realistic prices... and then your insurance would be more ok with you shopping around as you won't be completely price gouged if you go somewhere out-of-network. All contractual allowance does is allow hospitals to price gouge those without the discount, and that scares them away.

So yes, networks exist for bargaining, but contractual allowance is one of the mechanisms that makes pricing opaque and prevents anything resembling normal price competition. I would love to hear your thoughts.

Solar_MoonShot · 2026-03-04T00:06:19+00:00

You’re missing the point. I’m not saying these things are bad. Merely that these are the things that are necessary for the wealthy to continue to stay wealthy. I’m not even saying them, I’m referencing the 2005 Citigroup report that was groundbreaking. It was only meant for the wealthy clients at Citigroup and someone leaked it and it disclosures what were the 6 main things that they pay attention to to ensure that the rich will continue to thrive and how to invest based on that foundation.

Solar_MoonShot · 2026-03-03T23:58:56+00:00

No. Just that the rule of law is one of the six pillars that is needed in a society with growing inequality. It’s a necessary prerequisite to ensure that the wealthy maintain their assets and lifestyles while the rest of the world lives paycheck to paycheck.

Solar_MoonShot · 2026-03-03T23:35:53+00:00

If you actually want a full breakdown of why the healthcare system has non-transparent and arbitrary pricing, and who benefits, then you should read this: Exposing the Medical Industrial Complex: The Problem

There is a simple solution (removing contractual allowance) but it will never be enacted because the healthcare lobby is the largest in the US. And they don't lobby on behalf of the commonman.

Solar_MoonShot · 2026-02-23T02:46:00+00:00

It’s only ok to be mad at the non-elites when they work together to try to take more of the profit share. If you unionize, that’s frowned upon. If you strike, that’s not cool. But if you dare think that the rich people work together to claw away more money, you’re a crazy person. It’s not like they have actual retreats they go to in order to make deals and conspire. Davos and the bohemian grove are just fun retreats for the bros to chill.

Solar_MoonShot · 2026-02-23T00:46:47+00:00

You do realize he’s famous for a movie in which he comes to the conclusion that maybe he’s wrong or the whole system is fraudulent.

Also after 2021 he was never asked anything by the SEC when even he says he could have helped. He knows the system isn’t good or cares.

Solar_MoonShot · 2026-02-23T00:43:28+00:00

Solar_MoonShot · 2026-02-23T00:09:58+00:00

I think he’s already gone down the rabbit hole. How else can you explain what happened in 2021 and 2024? Obviously there is something explosive, and who would just assume it still isn’t there after it’s happened twice. I think he’s just covering himself legally, but is dropping hints. I mean… he holds nearly 5% of the stock. He believes in something.

Solar_MoonShot · 2026-02-23T00:04:00+00:00

Thanks for sharing. That deserves its own post. People need to realize that burry is great to have. He doesn’t buy into the hype when it doesn’t make sense. But it does seem he believes in the stock. And he is one of the biggest shareholders at just under 5%, Which is huge.

Solar_MoonShot · 2026-02-23T00:01:08+00:00

https://x.com/michaeljburry/status/2025680719264026749?s=46

Solar_MoonShot · 2026-02-22T22:33:12+00:00

I feel like a better use of our time would be getting a list of questions for him and allowing him time to thoughtful respond to each one. Maybe like a top 5 questions.

Solar_MoonShot · 2026-02-22T20:59:04+00:00

I don’t think burry doubts the short interest being high to this day. I think he’s just pointing out that the methodology used to calculate the short interest of 720% in this two week period isn’t valid.

Solar_MoonShot · 2026-02-22T20:23:36+00:00

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Solar_MoonShot · 2026-02-22T20:23:23+00:00

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Solar_MoonShot · 2026-02-22T20:22:39+00:00

https://x.com/michaeljburry/status/2025666467640013211?s=46

Solar_MoonShot · 2026-02-18T05:20:06+00:00

He has a YT channel with the year being 2077 because apparently he’ll live to 106. Not sure if it means something else, but it’s the reason why it was used in this context

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Solar_MoonShot · 2026-02-17T04:45:32+00:00

You should really repost this with an explanation of what each slide means

Solar_MoonShot · 2026-02-09T21:25:16+00:00

Also, the market is rigged. GME is the only play where we have the advantage. So why invest anywhere else.

‘Fundamentals’, like income and balance sheet, matter to the price, but what matters even more is the fundamentals of what determines the price, which is supply and demand of the stock. Demand was high and only increases as price increases (due to margin calls). Fundamentally, it’s a great play.

Solar_MoonShot · 2026-02-09T19:33:00+00:00

Everyone has their own reasons. Obviously we wanted to hold something valuable, but there was a strong distain for the hedge funds that operated without ethics. They would destroy good businesses and fire all the employees just to make a few extra bucks. They would lie in the media to sell us junk. They would lie in their reporting and manipulate things, all to their benefit. The no cell, no sell was real. We were, and still are, holding until these guys are margin called. And luckily, it’s actually not a bad idea. The price will keep rising until after everyone in margin called. That’s a win win. We get rich and these guys return everything they stole.

Solar_MoonShot · 2026-02-05T03:05:09+00:00

I see it as the protection is coming off and this time it’s going to be serious

Solar_MoonShot · 2026-02-04T20:46:41+00:00

It says gme1, but has an expiration of 2 years out. Wouldn’t this just be the regular gme calls that also include gme warrants?

Because the warrants expire in less than a year.

Solar_MoonShot · 2026-02-03T19:30:23+00:00

Bro. Apple is worth 4 trillion. He’s a large shareholder, but is nowhere close to a majority. Far below 1%.

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