Noah
@antibearthesis
❌🐻 Defeating bears one stock at a time.
💰 Turning falling knives into multibaggers.
Not financial advice.
2.3K Following 27.7K Followers
We’re ABSOLUTELY NOT in an “AI bubble”
Dad buys stock at $100K
It grows to $6M
If he sells, he owes tax on an $5.9M gain.
Instead, he puts it in a trust.
Borrows against it.
Borrowing is not income. So no tax.
He lives on loans. Never sells.
He dies holding the asset.
Kids inherit $6M
IRS gets $0
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Can someone explain to me like I’m 9 why $NVDA is up 10% and just added $500B to its market cap out of nowhere?
WTF DID TRUMP JUST TWEET!?!?
I was pounding the table on $NOW at $88.
$NOW is up 55% since then and trades at $137.
It’s free to follow me btw.
WTF DID TRUMP JUST TWEET!?!?
I was pounding the table on $NOW at $88.
$NOW is up 55% since then and trades at $137.
It’s free to follow me btw.
Can someone explain to me like I’m 9 why $NVDA is up 10% and just added $500B to its market cap out of nowhere?
WTF IS GOING ON RIGHT $NOW!?
Michael Burry’s $NBIS short is getting burned once again💀
WTF IS GOING ON RIGHT $NOW!?
Michael Burry’s $NBIS short is getting burned once again💀
POV: Michael Burry watching Jensen walk into the earnings call like this while being short $NVDA
POV: Michael Burry watching Jensen walk into the earnings call like this while being short $NVDA
Apple’s roadmap to $5T:
• Miss cloud
• Miss AI
• Announce the same iPhone every year
• ???
• $5 trillion
The market is handing out something we haven’t seen in a while.
Forward P/E:
• $NVDA ≈ 20x
• $AMZN ≈ 27x
• $MSFT ≈ 20x
• $META ≈ 17x
Why wouldn’t an equal-weight portfolio of these 4 beat the S&P 500 over the next 5 years?
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Can someone explain to me like i’m 9 years old why $SPCX is crashing right now?
The first thing Burry sees 0.0000001 seconds after shorting SpaceX
JUST IN: Michael Burry says he wants to short SpaceX
“CLAUDE I ASKED YOU 3 TIMES AND YOU KEEP GETTING IT WRONG, FIND ME THE NEXT $NVDA AT $11 THINK LIKE NANCY PELOSI AND FIX THIS NO MISTAKES”
$NOW IS A GENERATIONAL BUY AT $88
