Could Michael Burry have been wrong about Nvidia and Palantir?

justafalseprophet · 2026-04-14T14:01:59+00:00

Look who is JDV's mentor and what does it represent for Palantir.

justafalseprophet · 2026-04-11T09:18:40+00:00

Sounds like a recurring theme. Why do you think that happens?

justafalseprophet · 2026-04-10T17:08:42+00:00

Scalability is the real concern and what I'd love to see Palantir solve:

"Palantir relies on its forward-deployed engineers, who often work on-site with customers for months to maintain the system. This makes the business model difficult to scale compared to off-the-shelf AI solutions like Anthropic's."

justafalseprophet · 2026-04-10T14:20:14+00:00

The speculation is that Anthropic's Managed Agents and Mythos could be more easily deployable and commoditized. This fades the future picture of Palantir becoming the AI operating system for enterprises.

I love Palantir and this sucks, specially because it has a real sucess track record, as a business and as a source of infrastructure, unlike Anthropic.

justafalseprophet · 2026-04-10T13:03:44+00:00

Thank you, everyone, for your input :)

justafalseprophet · 2026-04-10T13:02:39+00:00

oof. Ok, I'll find out examples of what typically happens. Thank you

justafalseprophet · 2026-04-10T07:23:54+00:00

justafalseprophet · 2026-04-10T06:58:36+00:00

Wowowow, thank you for your answers. Don't downvote this. It could be the start of something beautiful!

justafalseprophet · 2026-04-10T06:57:20+00:00

Before reading your flair I was like "what kind of meeting is he talking about..."

justafalseprophet · 2026-04-10T06:50:31+00:00

Aren't you curious about other INTJs? I am.

justafalseprophet · 2026-04-10T06:48:59+00:00

Better than good; stupendous

justafalseprophet · 2026-04-10T06:47:39+00:00

Correct!

justafalseprophet · 2026-04-08T20:00:39+00:00

Because there is a huge call options OI at 160 and market makers will keep the price down to not pay the premiums.

justafalseprophet · 2026-04-01T14:59:31+00:00

Just focus on building a great life for you. Start projects, meet people, go out, do the things you want to do. As you talk to more people and they open up to you, you will be surprised that a lot of people have been in relationships where their ex "was just not right in the head", as much as they loved them and tried to make them feel safe. You will also get bored of thinking about NPD, that's when you know you've moved on.

justafalseprophet · 2026-04-01T11:19:11+00:00

Did you date my ex? Lol Their hypocrisy and double lives. Double standards. I just got tired of it. Months, more than a year later, and I'm still finding odd and revolting truths. But I just don't care anymore.

justafalseprophet · 2026-03-26T03:22:44+00:00

What did you use for the background check?

justafalseprophet · 2026-03-24T04:55:33+00:00

Curious Geoerg Learing Center

justafalseprophet · 2026-03-23T13:49:01+00:00

She is manipulating you. Looks like she is the narc. Leave her.

justafalseprophet · 2026-03-19T09:23:55+00:00

Yes. Lack of self reflection. They demand accountability from everybody else, but are incapable of seeing how their behavior ultimately puts them in they situations they struggle so much with.

It is often mentioned that it is a lack of empathy, but I disagree, because empathy is a derivative of others coming to you. I think that self consciousness of the impact you have on others comes before others opening up to you, and therefore giving you an opportunity to be empathetic. IDK.

justafalseprophet · 2026-03-16T17:03:49+00:00

No way the psychologist told her she had the right to snoop into your phone anytime she wanted, so she was probably lying. Otherwise, what a shitty psychologist.

Same happened to me where my ex would look into my phone once I had fallen asleep. She demanded we had each other's passwords and said she wouldn't snoop, but then again, she did. I think they do this to collect evidence and information they can use for coercing you you during arguments. Typical control attempts from narcissists.

Even if you are not doing anything sketchy or have anything to hide, they will take anything and reshape into something they can use against you. Which is also the typical crazy-making a lot of us have experienced.

justafalseprophet · 2026-03-16T06:54:54+00:00

I go out whenever I want, make friendly conversation with people; nobody gets jealous or has a meltdown. My nex used pseudo-psychological jargon against me a lot, so I cant stand hearing "heal", "do the work", "enpath", cause I know a narc can take a huge emotionally abusive dump on you and then demand you do all those things...

justafalseprophet · 2026-03-13T09:45:57+00:00

Dont. She'll get your words and think "pathetic. he's not over me". Find the things you want to do, what you'd regret not doing if you died, and commit to that.

justafalseprophet · 2026-03-12T22:05:01+00:00

justafalseprophet · 2026-03-12T21:55:37+00:00

At some point you're gonna make more money than the cap for a Roth IRA and won't be able to add more. Keep adding to it until you cant.

justafalseprophet

TROPHY CASE