To The Moon

Here's a comprehensive, bullish counter-article based on the title "Hyperscaler Earnings 'Fraud'? Reality Check: AI Investments Are Paying Off Now". It directly tackles Michael Burry's accusation of "earnings fraud" via extended depreciation on AI GPUs/servers (estimating ~$176 billion understated depreciation from 2026–2028, potentially overstating Meta earnings by ~21% and Oracle by ~27%), while shifting focus to tangible 2025–early 2026 evidence of accelerating cloud/AI revenue, backlog growth, monetization, and productivity signals from hyperscalers as of April 2026.Hyperscaler Earnings "Fraud"? Reality Check: AI Investments Are Paying Off NowMichael Burry has aggressively labeled hyperscaler accounting practices as one of the "most common forms of fraud in the modern era." His core cl

Here's a comprehensive, bullish counter-article based on the title "Burry Sees Bubble, Bulls See Breakthrough: Palantir's Platform Edge Proves Him Wrong". It directly counters Michael Burry's ongoing 2026 bearish thesis on Palantir (PLTR)—including his repeated claims that the stock is worth "well under $50" (as low as $46 in some scenarios), his critiques of the platform as consultant-heavy and vulnerable to "Anthropic Displacement" or agile generative AI competitors, and his view of PLTR as wildly overvalued amid AI hype—while highlighting the Artificial Intelligence Platform (AIP)'s unique ontology-driven edge, accelerating enterprise adoption, sticky high-margin economics, and measurable breakthrough in operationalizing AI at scale as of mid-April 2026.Burry Sees Bubble, Bulls See Brea

Here's a comprehensive, bullish counter-article based on the title "Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't Touch". It directly addresses Burry's concerns about hyperscaler capex sustainability (~$700B projected for the big four in 2026), potential cash flow strain, ROI delays, and accounting issues, while pivoting to the durable competitive advantages (moats) of leaders like Nvidia (CUDA ecosystem, full-stack infrastructure) and Palantir (ontology-driven AIP platform, sovereign AI partnerships) that protect their positions and enable long-term value creation beyond near-term spending pressures.Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't TouchMichael Burry's bearish stance on AI has zeroed in on the massive capital expenditure s

Here's a comprehensive, bullish counter-article based on the title "From Big Short to Big Miss? Why Burry's Fragile Market Warning Overlooks AI Resilience". It directly engages Burry's warnings of market fragility (e.g., stocks at record highs as a share of household wealth, parallels to pre-dot-com peaks, AI bubble too big for even government intervention to save, and predictions of prolonged bear markets or systemic collapse in 2026–2027), while highlighting AI's demonstrated resilience through strong earnings, accelerating adoption, and structural demand as of mid-April 2026.From Big Short to Big Miss? Why Burry's Fragile Market Warning Overlooks AI ResilienceMichael Burry, the legendary investor behind "The Big Short," has issued stark warnings about the fragility of today's market, pa

Here's a comprehensive, bullish counter-article based on the title "Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin Reality". It directly confronts Burry's bearish valuation math (suggesting PLTR could fall toward $46 based on fundamentals, high spending, and perceived margin inflation) while emphasizing Palantir's actual execution in April 2026: explosive U.S. commercial growth via the AIP platform, exceptional Rule of 40 performance, sticky contracts, and capital-light economics that make his downside scenario unrealistic.Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin RealityMichael Burry has been vocal in his skepticism toward Palantir (PLTR), with his Scion Asset Management disclosing significant put options against the stock in late

Here's a comprehensive, bullish counter-article based on the title "Dot-Com 2.0? No—AI Is Infrastructure 2.0: The Bull Case Burry Underestimates". It directly addresses Burry's warnings of an AI bubble reminiscent of the dot-com era—speculative overinvestment, fragile valuations, circular ecosystems, and potential multi-year bear markets—while highlighting why AI represents foundational infrastructure with durable, compounding returns, unlike the consumer-speculative dot-com frenzy.Dot-Com 2.0? No—AI Is Infrastructure 2.0: The Bull Case Burry UnderestimatesMichael Burry has positioned himself as the voice of caution in the AI boom. His high-profile shorts on Palantir (PLTR) and Nvidia (NVDA)—including a $912 million notional put position on PLTR entered in Q3 2025—come with explicit dot-co

Here's a comprehensive, bullish counter-article based on the title "Beyond the Depreciation Debate: How AI Capex Delivers Real ROI That Burry's Missing". It directly tackles Burry's criticism of extended GPU/server depreciation schedules (which he claims understate expenses by ~$176 billion from 2026–2028, artificially inflating earnings by up to 20%+ for names like Meta and Oracle), frames it as a rational response to real-world tech evolution rather than "fraud," and shifts focus to tangible, accelerating ROI signals from hyperscaler investments in 2026.Beyond the Depreciation Debate: How AI Capex Delivers Real ROI That Burry's MissingMichael Burry's bearish thesis on AI has centered on aggressive accounting at hyperscalers: stretching depreciation lives on Nvidia-powered GPUs and server

Here's a comprehensive, bullish counter-article based on the title "Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting Started". It directly addresses Burry's key bearish points (AI bubble akin to dot-com, unsustainable hyperscaler capex, aggressive depreciation assumptions inflating earnings, lack of near-term ROI, and overvaluation of "poster children" like PLTR and NVDA) while highlighting why the long-term structural tailwinds make his shorts vulnerable—especially as we sit in April 2026 with mixed but resilient performance signals.Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting StartedMichael Burry made headlines in late 2025 with massive put positions against Palantir (PLTR) and Nvidia (NVDA)—over $1 billion notional in puts, concent

$FLY 20260508 37.0 PUT$ Just buying the stock at discount. Trying to spot the next growth stock. Starting a 300 shares position