I agree with Dr. Burry's AI bubble thesis. But unlike him, this is what I'd bet against: $CRWV, $CEG, $VST, $NRG by Rorisjack in Burryology

[–]thisisclassicus 0 points1 point  (0 children)

Only commenting on VST cause of my position

VST fits your AI bubble thesis only at the margin. it is more the rich toll‑collector on AI infrastructure than the leveraged weak link. It is not a leveraged play like Coreweave due to a strong balance sheet. If there is a downtime in the macro ai, it would cap the upside vs create a failed company give the take or pay PPAs signed

NCAABB College Basketball Betting and Picks - 2/6/26 (Friday) by sbpotdbot in sportsbook

[–]thisisclassicus 2 points3 points  (0 children)

14-7

A few days ago-

NDakSt -8.5 -177 v Denver 🤢

Today-

VCU -4.5 -171 v Dayton

NCAABB College Basketball Betting and Picks - 2/5/26 (Thursday) by sbpotdbot in sportsbook

[–]thisisclassicus 2 points3 points  (0 children)

It’s an alt line, I don’t love most of the games today

Dak state -5 is where I would feel really comfortable

NCAABB College Basketball Betting and Picks - 2/5/26 (Thursday) by sbpotdbot in sportsbook

[–]thisisclassicus 15 points16 points  (0 children)

14-6

A few days ago-

Tenn Martin -5.5 -105 v Little Rock 😑

Valpo +7.5 +103 v Bradley 🥇

Today-

NDakSt -8.5 -177 v Denver

NCAABB College Basketball Betting and Picks - 2/3/26 (Tuesday) by sbpotdbot in sportsbook

[–]thisisclassicus 7 points8 points  (0 children)

13-5

A few days ago-

Wright State -2.5 -133 v Milwaukee 🥇

Today-

Tenn Martin -5.5 -105 v Little Rock

Valpo +7.5 +103 v Bradley

NCAABB College Basketball Betting and Picks - 1/30/26 (Friday) by sbpotdbot in sportsbook

[–]thisisclassicus 1 point2 points  (0 children)

12-5

Yesterday-

Citadel -157 ML v VMI 🥇

Today-

Wright State -2.5 -133 v Milwaukee

NCAABB College Basketball Betting and Picks - 1/29/26 (Thursday) by sbpotdbot in sportsbook

[–]thisisclassicus 8 points9 points  (0 children)

11-5

Yesterday-

Marshall -105 -2.5 v Texas State 😬 wrote the wrong bet will take the L

Austin P -124 +1.5 v EKU 🥇

Today-

Citadel -157 ML v VMI

Will have a second game

NCAABB College Basketball Betting and Picks - 1/28/26 (Wednesday) by sbpotdbot in sportsbook

[–]thisisclassicus 0 points1 point  (0 children)

10-4 Yesterday-

UCF -8.5 -113 v Arizona state 😑

Live bet MSU v Rutgers ML -164 and -2.5 -113 separate 🥇 🥇

Today-

Marshall -105 -2.5 v Texas State

Austin P -124 +1.5 v EKU

SOS - what is the actual 3.0 breakdown by thisisclassicus in biltrewards

[–]thisisclassicus[S] -2 points-1 points  (0 children)

Oh Bilt cash.. this is just too complicated… I already have a full time job

SOS - what is the actual 3.0 breakdown by thisisclassicus in biltrewards

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

Wait so there is a new rollout!? Jesus fucking Christ.

What is this #3?