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   Non-TechKirk's Market Thoughts

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To: Kirk © who wrote (26399)11/4/2025 9:20:47 AM
From: carranza2
3 Recommendations   of 27047
 
I have followed Burry’s filings, noting that he has been very, very, wrong in the main for a long time. The recent massive shorting almost seems like an act of desperation.

His strength lies in value investing, not shorting, despite all the Big Short hoopla.

I followed him into McKesson a while back. He dropped it, I kept it for significant profits. Still hold it. It is part of the reason I think that he’s not all he’s cracked up to be. Nonetheless, a lot of people (sheep) follow him.

Shorting PLTR is risky.

I would be very leery of shorting a company with the results it showed yesterday. It doesn't much matter to me, my purchases were made at an average of 17 and change. And definitely not selling unless something truly egregious pops up, which is doubtful.

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To: Kirk © who wrote (26399)11/4/2025 9:30:17 AM
From: robert b furman
   of 27047
 
Good morning Kirk,

Somewhere in that run up from $6.00 to $190.00, there are a lot of people who are momentum speculators, many of which are nimble and others who have greed bubbling in their blood who think they are geniuses.

Some will have a multibagger, others will have a horrific decline that will end in capitulation.

Best not to be margined up unless one is very nimble, or hedged ,pretty sure Burry is both.

Bob

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To: carranza2 who wrote (26401)11/4/2025 10:35:45 AM
From: Kirk ©
   of 27047
 
Thanks for the Burry info.

Nice PLTR buy at $17!

Valuation at $17 is still high but not crazy so it could grow into it.

I probably would have sold over half of my shares incrementally on the way up as I did when SFM had a similar exponential run... and maybe buy some back on the first decline over 50%.

Like you, I'd never short, especially meme stock.

PLTR got down to $6 so its gain was about double, but the idea is the same, exponential rises seldom "settle" near the top.


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To: robert b furman who wrote (26402)11/4/2025 10:45:39 AM
From: Kirk ©
   of 27047
 
Good morning Bob.

We really can't judge anyone on the performance of a single stock or trade unless they are successful over decades and even then I like to see it repeated with different stocks, much like Buffett.

These guys spit out so much "propaganda" to gather assets to manage for high fees, that I still don't trust them. I'm always reminded of Cramer getting PAID to give a big Keynote speech in early 2000 where he said there was no reason to own anything but 10 stocks he listed. I have the link somewhere and I believe 6 of the 10 went under, 2 were bought out and maybe 2 are still around. The total return would have been horrific yet I heard him last week on CNBC claim he made 30% for his hedge fund in 2000. He also gave in interview admitting how he could illegally manipulate stocks. There is a link to that video somewhere too. I wonder if he was pumping the 10 crap stocks while getting ready to bail... As long as he owned them at the time of his recommendation, his legal defense is "I changed my mind."

How much of Palantir's gain is political? Under the previous administration, the lefties here in the Bay Area were trying to get a boycott of Google/Alphabet unless they divested completely from government work and they wanted the same for Palantir. PLTR is hated now as I believe their software is used extensively by ICE... to track down targets for deportation.

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From: #Breeze11/4/2025 10:46:59 AM
3 Recommendations   of 27047
 
$SPX Weekly Chart with the Laundry Weekly Keltner Settings. Note the prior periods where price rode the upper rail of that channel. Breeze


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To: carranza2 who wrote (26401)11/4/2025 11:30:08 AM
From: stuffbug
   of 27047
 
Company is trading at 100 times revenue, what could go wrong?

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To: #Breeze who wrote (26202)11/4/2025 12:09:47 PM
From: y2kate
   of 27047
 
Hi Breeze,

Your OKLO count was a spot-on bingo and you deserve all the plaudits!! Wow...
OKLO has since backed off quite a bit. Any updates?

Also, if you would have a look at INOD and MDB?

Thank you!

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To: Kirk © who wrote (26399)11/4/2025 2:43:33 PM
From: da_spot
1 Recommendation   of 27047
 
Would be interesting to see how this plays out :)

Meanwhile, Uncle Cleo's in the other camp:


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To: #Breeze who wrote (26028)11/5/2025 10:58:12 AM
From: diegosan
   of 27047
 
Last Thursday COHR was trading around 134.00. The 12/19/25 160 calls were going for about 5.60. Seemed like a good deal to me. Diego

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To: y2kate who wrote (26407)11/5/2025 11:35:53 AM
From: #Breeze
2 Recommendations   of 27047
 
y2K, here's a OKLO Wave Count. I relabeled the wave count. Wave (c) of Minute Wave (circle) iv is in play. No target yet. Breeze


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