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Every piece of Burry’s bear case will be validated
Breaking: Michael Burry digs into Broadcom’s deal with Anthropic and finds a problem
Burry found:
• Broadcom promised Anthropic $161B of computer gear
• Broadcom passed some risk to insurance companies
• This is how companies hide debt as a deal gets bigger
Burry also found $AVGO is lending Anthropic $42B on top of the $161B it’s already owed, so he has no plans to buy Anthropic stock when it IPOs next week
Today’s move was a typical bear market rally, largely driven by short covering. Dip buyers are only looking a quick buck so such rallies are rarely sustainable. A real bull trend goes through an accumulation phase. Real buyers build positions quietly. They don’t use amplifiers to tell everyone that they’re bullish like today.
Chance is 80% now
$NVDA
Replying to @DivesTech
Wow
Nvidia Is Preparing To Oust Nvidia CEO Jensen Huang - WSJ
wsj.com/business/nvidia-is-p…









