youtu.be/lVYSPIjuVEo?...
youtu.be/lVYSPIjuVEo?...
Michael Burry's critique of the #AI bubble center on depreciation schedules. The NVDA chip buyers depreciate their chips over 4-6 years when 2-3 is more likely. Add in the lack of electricity and it's "malinvestment" writ large.
To wit:
www.cnbc.com/2025/11/23/h...
Michael Burry's critique of the #AI bubble center on depreciation schedules. The NVDA chip buyers depreciate their chips over 4-6 years when 2-3 is more likely. Add in the lack of electricity and it's "malinvestment" writ large.
To wit:
www.cnbc.com/2025/11/23/h...
thesgem.com/2025/11/sgem...
thesgem.com/2025/11/sgem...
His fear of speaking out is much more personal: ‘I’d rather my house not get firebombed’”
www.theatlantic.com/politics/202...
His fear of speaking out is much more personal: ‘I’d rather my house not get firebombed’”
www.theatlantic.com/politics/202...
In seriousness, the serious journalists I know are the best of us and it makes me despise these peacocking political hacks more that they have to be tainted by association
In seriousness, the serious journalists I know are the best of us and it makes me despise these peacocking political hacks more that they have to be tainted by association
And then also fired a ton of senior agents with a ton of counterterrorism experience, including the Acting Director.
Actually the whole security establishment pivoted
And then also fired a ton of senior agents with a ton of counterterrorism experience, including the Acting Director.
The violence is horrible and unacceptable. Trump, Pete Hegseth, and West Virginia Gov. Patrick Morrisey never should have put the troops in this position.
Tonight, at Law Dork:
The violence is horrible and unacceptable. Trump, Pete Hegseth, and West Virginia Gov. Patrick Morrisey never should have put the troops in this position.
Tonight, at Law Dork: