Here's how much Michael Burry could have made if he had invested $10 million in $PLTR instead of betting against it. Palantir went public in September 2020 at around $10 per share. Had Burry invested $10,000,000 at that price and held until today, with $PLTR trading at $208.55, his investment would now be worth: $208,550,000. That's nearly $200 MILLION in profit in just six years. Instead, Burry became known for betting against Palantir. Sometimes the biggest money isn't made by shorting great companies. It's made by owning them.

You deserve to be in 200k by now. I believe so many people are getting to know you each day and appreciate the value and insights you share. Cheers to 100k in advance by EOM If you still not following @Sandeman52 especially if you hold a position in $NBIS, you might be missing something that is likely to help you.

@Sandeman52 started with about $30k 13 years ago and is now around $16 million. That’s over 50,000% and a lot of years of just grinding it out. What stands out more than the number is the conviction. Most of his big winners were down 50% at some point, and he didn’t flinch. Doesn’t buy out of FOMO, doesn’t sell because he’s scared, and he shares the whole thing for free. Yes, free. Let's get him to 100k. 🚀🚀🚀

lol. Oh Fuck off @FT Update: “Following the initial publication, the Financial Times updated its story and said OpenAI's net revenue in September was $50B and its gross revenue was $70B, matching previous reporting.”

Hi @sama and @DarioAmodei, You need to disclose your ARR metrics. Urgently. I don't think it's fair on the CEO's of publicly listed tech companies (NVDA, AMD, MU etc.) to see their share prices nuked by Billions of $ due to incorrect/rumour-filled reporting around your financials. It's the right thing to do. Everyone wants clarity. Thanks, Paradis PS: It's also not fair on my portfolio.

Lots of commentary the past hour on @OpenAI's current ARR... plenty of data sources like @tickerplus were still using the net numbers (not gross) so had @OpenAI at $50B (versus $70B for gross) which might be disappointing to some however this is still a beautiful looking chart in terms of growth trajectory. Definitely some major overreactions in the market today on this news which is only coming from one source ie Financial Times (they are wrong quite often).

Here we go again! OpenAI reportedly told investors that its annualized revenue was approaching $50 billion at the end of September, not the nearly $70 billion widely reported earlier. The gap appears to come from how OpenAI and Anthropic count revenue. Anthropic reportedly includes sales made through cloud partners such as AWS and Google Cloud, while OpenAI does not include comparable partner sales in the same way. Investors apparently tried to adjust OpenAI’s numbers to make them comparable with Anthropic’s accounting. That added roughly $20 billion of estimated partner revenue and helped create the $70 billion headline that quickly spread across the media. So OpenAI did not necessarily miss its own revenue target. Approaching $50 billion is still extraordinary growth. OpenAI ended 2025 above a $20 billion annualized run rate and crossed $40 billion by August, meaning the business has still more than doubled in less than a year. The bigger issue is OpenAI’s spending. The company has committed enormous amounts of capital toward GPUs, data centers, cloud contracts and power. A revenue base that is $20 billion lower than investors believed makes those commitments harder to support and increases OpenAI’s dependence on outside funding. For NVIDIA, Oracle and other AI infrastructure companies, this does not mean compute demand is collapsing. OpenAI is still growing rapidly and needs more infrastructure, but the gap between the revenue it generates and the money it plans to spend is now larger than many investors thought.