Queengirlypops
11-14

$NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ 🔴🩸🧮 Market dumped into a full red spill and the heatmap is screaming risk, liquidity stress, and momentum breakdown. Tech selling is heavy with $NVDA, $MSFT, $AAPL and $GOOG rolling over while $TSLA leads the downside acceleration. $AMZN and $JPM are signalling volatility expansion, sector rotation, and pressure on large cap flows.

Meanwhile Michael Burry is shutting Scion Asset Management after value estimates failed to align with market direction⁉️ The Burry bearish positioning did not work. Who shorts AI? 🤪

When the last bears vanish, the market often chooses its next trend without warning. NEVER be with BEARS.

Q 🧃

Big Short Burry warns of risks in US stocks and ends SEC registration
Well-known investor Burry warned of the risk of a bubble in the U.S. stock market, criticized the accounting operations of large technology companies, and terminated Scion Asset Management's registration qualification with the U.S. Securities and Exchange Commission on November 10, 2025.
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Comments

  • Barcode
    11-14
    Barcode
    I see the same liquidity stress across the tech cluster. $NVDA and $GOOG losing rhythm at the same time $TSLA accelerates lower is a classic risk rotation signature. Burry stepping away is symbolic. When the prominent bears exit, the market often recalibrates faster than people expect.
    • Queengirlypops: 
      You always catch the rotation early. The tech cluster breaking in sync with $TSLA’s acceleration paints a clear picture. The recalibration phase after a major bear exits tends to move quickly. I am watching that closely
    • Queengirlypops: 
      ❤️ Thank you BC. I appreciate you being here every time🧃
  • Cool Cat Winston
    11-15
    Cool Cat Winston
    I was watching the same heatmap and the liquidity signal is real. When $NVDA and $MSFT both lose momentum together, it usually marks a structural shift rather than a casual pullback. The fact that $TSLA is the weakest link adds pressure on the risk cycle. Burry stepping aside removes one of the last macro bear anchors. Interesting timing.
    • Queengirlypops: 
      Your read on structural flow is sharp. When leaders like $NVDA and $MSFT break together, the cycle feels less about emotion and more about positioning. The vacuum left by the bears can fuel unexpected trend pivots. Watching the next liquidity pulse closely
    • Queengirlypops: 
      Appreciate you, CCW. Thanks for always bringing sharp insight 🧃
  • Tui Jude
    11-15
    Tui Jude
    I noticed the same rotation into defensive pockets while high beta names like $AAPL and $TSLA were getting sold in big blocks. It reminded me of the liquidity flush we saw before $AMZN turned last month. If Burry is tapping out now, capitulation might already be behind us and it looks like it is!
    • Queengirlypops: 
      That is a solid comparison. The defensives catching quiet bids while high beta unwinds often marks a reset rather than a collapse. If capitulation is done, buyers might step in faster than people expect. $AMZN was the blueprint
    • Queengirlypops: 
      Thanks TJ. Love seeing your perspective in the mix Q 🧃
  • Hen Solo
    11-15
    Hen Solo
    The technical picture lines up. I have $GOOG losing trend strength right at the same time $JPM started flashing volatility expansion. That correlation does not happen often. When a major bear like Burry leaves the arena, it removes a layer of downside conviction across the market.
    • Queengirlypops: 
      I like how you linked $GOOG trend weakness with $JPM volatility. That cross signal is rare and usually important. Without committed bears in the mix, pressure becomes more about exhaustion than fear. The next candle matters
    • Queengirlypops: 
      Thank you HS. I always value the clarity you bring Q 🧃
  • PetS
    11-15
    PetS
    🌟🌟🌟 Your point about the red spill is spot on. I watched $AMZN, $MSFT, and $AAPL shift from momentum to hesitation within minutes. It felt like the market was purging stale positions. Burry closing shop just reinforces that bearish conviction has been mismatched with price all year! Great article Q 💥
    • Queengirlypops: 
      You summed it well. Momentum hesitation across those names is never random. If the purge is clearing out the old positioning, we could see cleaner trend signals ahead. The Burry timing supports that view
    • Queengirlypops: 
      Thanks so much PetS. Always grateful for your support 🧃
  • Kiwi Tigress
    11-15
    Kiwi Tigress
    🔥🔥🔥 Q the whiplash today was insane. We went from full red spill to a sharp bounce like the market suddenly remembered how liquidity works. $NVDA, $AAPL, $GOOG and $MSFT all flipped from momentum breakdown to intraday recovery, and even $TSLA stopped bleeding and caught a stabilisation bid. The wild part is Michael Burry shutting Scion right before the bounce. When the Big Short guy exits and the market rips higher, that is a real sentiment pivot. Feels like trend acceleration might be loading.
    • Queengirlypops: 
      Your read is sharp as always. A bounce right after Burry closes shop says a lot about where real positioning sits. When major tech names reverse in sync, it often marks a shift in market intention rather than a random pop. Watching for confirmation candles now
    • Queengirlypops: 
      ❤️❤️❤️ Thanks KT. Your energy always lifts the whole thread 🧵 🧃
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