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“I am short the SOX (the Philadelphia Semiconductor Index) for this reason.”
@michaeljburry · Cassandra Unchained
NVIDIA's $182B non-fungible supply commitments and tokenmaxxing-driven fake demand signal a Cisco/Sun-style blowoff collapse
NVDASHORT@ $189.01
$198.84-5.21%
since call Jun 27
peak +1.3%
“At $47.71, down about 85% from $310 in mid-2021, DocuSign, the e-signature company we all know, is still not undervalued, or even fairly valued, at 4.26x its $1”
@michaeljburry · Cassandra Unchained
DocuSign still trades at 4.26x intrinsic value despite an 85% drawdown, with negative real earnings per dollar after SBC and AI displacement threatening its core e-signature business
DOCUSHORT@ $45.17
$55.73-23.38%
since call Jun 27
“Adobe is a strong Chapel, with real threats around the edges of vast seeded land. It falls in the Fat Pitch zone on valuation and shareholder returns, and I do ”
@michaeljburry · Cassandra Unchained
Adobe at 14-year valuation lows is a deeply undervalued incumbent with an IP-custody moat that AI agents cannot replicate, trading below intrinsic value
ADBELONG@ $202.70
$254.43+25.52%
since call Jun 27
peak +30.9%
“Yesterday I rolled my SOXX and QQQ puts at a debit, increasing my capital at risk in both cases.”
@michaeljburry · Cassandra Unchained
Broad Nasdaq tech at a blowoff top as AI bezzle demand is exposed as temporary tokenmaxxing, not durable enterprise revenue
QQQSHORT@ $698.27
$674.53+3.40%
since call Jun 27
peak +6.3%
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