🐻 #BigShortBurryBearsAI
Michael Burry is back in the spotlight with a bearish thesis on the AI boom. He has disclosed short positions tied to AI infrastructure names including Oracle and Nebius, while also maintaining bearish exposure to semiconductor stocks.
🔥 The Burry Thesis
🐻 AI valuations are getting stretched
💰 Massive infrastructure spending could create excessive leverage
🏗️ AI companies face huge data-center and financing costs
📉 If growth expectations disappoint → valuation compression could be brutal
⚠️ Hedge funds broadly increased AI-related short positions in July.
🧠 Bu

Does everyone still remember the computer Wang Sicong had assembled in 2021 for one million?
Because of rising memory and hard drive prices, this computer is now worth approximately 1.2 million😅

“Getting rich is the easy part, staying rich is the hardest part”
Wait so it’s the easy part I am struggling with like this
Omo

$BE has massive potential if we get this breakout.

Empty words are useless—show the actual transaction.

🚨 Harmony $ONE exploit — 4B tokens minted
Someone exploited Harmony and reportedly minted around 4 billion $ONE, equal to roughly 26% of the existing supply.
Most of the newly created tokens were moved to exchanges, putting massive selling pressure on the price — ONE dropped around 40%.
Harmony has already deployed an emergency patch, is working with exchanges to freeze the affected funds and is considering a network rollback.
This is one of those situations worth watching closely.
If the rollback actually happens, the market reaction could be very interesting.
Track the wallets, exchange flo

The cabal has met and has already decided

#晒出我的持仓收益 Mm-hmm, taking profit at 1150—let’s see what tomorrow brings. The market was so good today, I don’t know how anyone could lose money.

Haha, before the news came out, I told everyone to go long gold at 4385 and short at 4428. Profited on both the long and short trades.

$BTC supply in loss hit 10.8M, a level we saw around the 2019, 2020 & 2022 cycle bottoms. 👀
Those bottoms came near $3.4K, $7.9K and $16.3K . History doesn’t guarantee a repeat, but the on-chain setup is getting very interesting.
I’m adding #BTC here.

🇺🇸 U.S. Inflation Cools to 3.4%, But Fed Rate Debate Continues
The latest U.S. CPI data showed annual inflation easing to 3.4% in July, down slightly from 3.5% in June, matching market expectations.
• Headline inflation fell to 3.4% year-over-year, while monthly CPI rose just 0.1%.
• Core inflation eased to 2.5%, signaling slower underlying price pressures.
• Falling gasoline prices helped cool inflation, although energy costs remain significantly higher than a year ago.
• The Federal Reserve has kept rates at 3.50%–3.75%, but policymakers remain divided on whether another hike will be neede

🚨 BREAKING: U.S. consumer prices rose 3.4% year over year, as elevated energy costs continued to keep inflation under pressure.
The reading highlights persistent inflation concerns and could factor into the Federal Reserve’s rate decisions.

Back home after having fun—time to get to work! #黄金

$BTC is setting up for a key move around the current zone.
Momentum is active, with price holding near the 64K area. Keep these levels on your radar:
EP: 63,800 – 64,000
TP: 64,200 – 64,450
SL: 63,450
Stay sharp and manage the levels carefully.
Let's go and Trade now $BTC ‌#GateRankedTop4Globally #CPIWatch,BetOrWait? #BigShortBurryBearsAI #TSMCRevenueHitsRecordHigh

U.S. CPI data met market expectations, and U.S. stocks opened higher.
On August 12, U.S. stocks opened higher, with the Dow up 0.33%, the S&P 500 up 0.49%, and the Nasdaq up 0.9%.
Memory-chip stocks broadly rose, with SanDisk (SNDK.O) surging 6.9%, SK hynix (SKHY.O) rising 5.8%, and Micron Technology (MU.O) gaining 5.5%. #GateLaunchpool瓜分141万枚DOS $BTC

JUST IN: US equity opens higher as mild inflation data supports a broad rally across storage, semiconductors, opticals, and neocloud names. notable movers include SanDisk, SK Hynix, Micron, and CRWV/NBIS/IREN, with a broad bid across tech hardware plays. $BTC? (no, skip)

BREAKING: US inflation just cooled again. July CPI came in at 3.4% Vs previos 3.5%.
Core CPI dropped to 2.5%, the lowest in 5.3 years.

Everything is falling except semiconductors
SOXX is up three points
SPY looks like the market hasn’t even opened, and consumer stocks still can’t turn green
No need to guess where Wednesday’s money flowed
It all poured into semiconductors
There’s only one question
How long can a single-engine plane stay in the air?

$VELVET – Price consolidates near a strong support zone
VELVET LONG
Entry: 0.6216 – 0.6235
Stop Loss: 0.5727
TP: 0.6724 - 0.7222 - 0.7720