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2026-11-141 video

2026-11-14

Every Stock Michael Burry Is Betting Against Right Now (5 Big Shorts)

Every Stock Michael Burry Is Betting Against Right Now (5 Big Shorts)

2 bull · 1 bear · 3 neutralYouTube

PLTR ORCL CAT MELI

ValuationneutralThe host stresses that a great company at a bad price becomes a bad investment, making price discipline essential.Source
PLTRbullishlong-termThe host sees PLTR as a fast-growing business and says the stock looks like a deal under his mid-case growth assumptions, though valuation remains high.Source
ORCLbearishlong-termThe host agrees with Burry's bearish Oracle bet, citing heavy AI-related debt and negative free cash flow as serious risks.Source

ValuationAI Capex

2026-11-121 video

2026-11-12

If You’re an Nvidia Shareholder During the CEO Scandal… Get Ready! $NVDA

If You’re an Nvidia Shareholder During the CEO Scandal… Get Ready! $NVDA

2 bull · 1 bear · 3 neutralYouTube

NVDAbullishlong-termDespite the CEO scandal, the host views Nvidia as a great company with a strong balance sheet and growing business whose long-term fundamentals survive any single leader.Source
NVDAbearishshort-termThe host expects the board investigation, estimated at 4 to 6 weeks, to hang over Nvidia's stock until it concludes.Source
AI Capexpositive for stocksmid-termWith AMD up 13%, Broadcom up 8%, and TSMC up nearly 4% while Nvidia fell, the market signaled the AI boom continues with or without Jensen Huang.Source

AI CapexGeopolitics

2026-11-101 video

2026-11-10

The Only 3 ETFs I'd Buy If I Had To Start Over in 2027

The Only 3 ETFs I'd Buy If I Had To Start Over in 2027

4 bull · 1 bear · 2 neutralYouTube

VOO IWM SCHD QQQ

VOObullishlong-termFor most people, buying and holding the S&P 500 fund forever remains a fantastic plan, though investors should be prepared for significant volatility.Source
Valuationnegative for stockslong-termThe top 10 companies are 39% of the S&P fund and market-cap weighting buys high by design, echoing 2000, which the host expects to mean a difficult decade-plus for big-name returns.Source
IWMbullishlong-termHe explicitly believes the Russell 2000 will outperform the S&P 500 over the next 10–15 years because its extreme diversification avoids piling into a handful of overpriced mega-caps, and it historically captures future giants early.Source

ValuationOther

2026-11-091 video

2026-11-09

I'm Still Buying the Most Hated Stock in the Entire Market Right Now

I'm Still Buying the Most Hated Stock in the Entire Market Right Now

3 bull · 0 bear · 1 neutralYouTube

ADBEbullishlong-termThe host discloses he owns Adobe and is still buying, arguing the market's AI fears are overdone given record revenue, nearly $10 billion in annual free cash flow, and a new $25 billion buyback.Source
AI Capexneutrallong-termHe acknowledges AI is a genuine threat to per-seat software pricing across the industry — fewer employees means fewer paid seats — but notes Adobe's revenue is still growing around 11% per year despite the fear.Source
ADBEbullishlong-termHe highlights the buyback lever: a $25 billion repurchase on a $100 billion market cap retires a quarter of the company, and repeated buybacks at depressed prices could lift free cash flow per share from $26 toward $100.Source

AI Capex

2026-11-071 video

2026-11-07

Why The Nasdaq is Really Crashing in 2026 (Sell Now or Buy the Dip?)

Why The Nasdaq is Really Crashing in 2026 (Sell Now or Buy the Dip?)

2 bull · 8 bear · 9 neutralYouTube

MSFT ORCL GOOGL META AAPL MU+6

AI Capexnegative for stockslong-termTech giants are spending more on AI than their cash flow brings in, forcing borrowing and share issuance; if returns disappoint, that debt becomes a very expensive mistake.Source
MSFTneutrallong-termMicrosoft's $25B bond sale funds its AI push, not distress; its balance sheet is 'beautiful' and free cash flow stays positive next year.Source
ORCLbearishlong-termOracle's balance sheet is 'nasty'; it pays 7–8% rates and funded half its raise with new stock — the market knocked the stock down almost 9% on the news.Source

GOOGLneutralmid-termAlphabet borrowed about $6.7B and plans up to $205B of spending this year — staggering numbers, but he states no clear directional call.Source
METAbearishmid-termMeta generated nearly $33B in cash last quarter yet still went free-cash-flow negative due to AI spending — a red flag in his telling.Source
AAPLbearishmid-termApple warned memory prices are climbing fast and margins will slip from ~48% to the mid-40s — a big bite for a company its size that spooked investors.Source
MUneutralshort-termThe AI-driven memory shortage benefits makers like Micron, yet the stock fell ~6% — his point is that prices follow expectations, not current results.Source
Vbearishlong-termVisa is a wonderful, high-quality business, but at $433 even his rosiest assumptions yield only ~10.25% return, so for him it's probably a little expensive.Source
LLYbearishlong-termAt 65x free cash flow and a 39 forward PE, Lilly's premium is hard to justify even with GLP-1 drugs; he's waiting a lot longer before getting involved.Source
URIbearishlong-termUnited Rentals trades at 80x free cash flow with free cash flow well below net income — he is concerned and notes his community has it as a sell.Source
XOMneutrallong-termExxon must be valued over a full oil-price cycle; you shouldn't buy it when oil prices are high, but when they're low and expected to rise.Source
CBneutralHe admits he doesn't know how to value insurer Chubb and cautions that insurance free cash flow isn't comparable to other companies'.Source
AAPLneutralshort-termOnly one Magnificent 7 stock — Apple — is even beating the market this year, a huge change for a group that once felt unstoppable.Source
Otherpositive for stockslong-termHe discloses his own seven hand-picked undervalued value stocks in a 5–10 year bet against the Magnificent 7; up 9% since October 1st, he is confident value wins in the long run.Source
INTCneutralIntel fell ~47% in a month; he questions whether it really lost that much value or was overvalued to begin with.Source
Recession Riskneutrallong-termHe draws a dot-com parallel: tech fell ~64% on average after 2000 while healthcare, energy and staples rose — a mirror of the rotation possibly playing out now.Source
Cryptoneutralmid-termHis boring value picks have outperformed Bitcoin this year — down 11.37% versus Bitcoin's 16.5% decline.Source
Market Breadthpositive for stockslong-termBeneath the tech crash, the rest of the market is fine or thriving; money is rotating into healthcare, energy, banks and fairly valued companies, which he expects to continue.Source
Valuationnegative for stockslong-termWith the Shiller 10-year PE at 40.7 — the second highest ever — he doubts 5–7% long-run S&P returns; paying the wrong price means even strong profit growth yields bad returns.Source

AI CapexOtherRecession RiskCryptoMarket BreadthValuation

2026-11-051 video

2026-11-05

Anthropic IPO: The Numbers Behind What it's Really Worth

Anthropic IPO: The Numbers Behind What it's Really Worth

0 bull · 0 bear · 6 neutralYouTube

AI Capexneutrallong-termThe host highlights that Anthropic has committed hundreds of billions to computing and data-center capacity and warns those long-term promises could become a heavy burden if growth slows, but he does not state a directional view on AI capex.Source
OtherneutralThe host says ANT's founders hold majority voting power through a special share class and a trust picks most directors, leaving ordinary investors as passengers with little recourse; he gives no price direction.Source
Valuationneutrallong-termThe host stresses that the more you pay, the lower your return, and cites long-run IPO research showing the most expensive stocks tend to do worst; he concludes a great business can still be a bad buy at the wrong price, without a directional market call.Source

AI CapexOtherValuation

2026-11-031 video

2026-11-03

If You Bought Intel Stock After the Crash… Get Ready! $INTC

If You Bought Intel Stock After the Crash… Get Ready! $INTC

0 bull · 2 bear · 2 neutralYouTube

INTCbearishmid-termThe host held Intel but sold covered calls around $80 and was fine losing the shares, because he did not think Intel was worth $80 per share in its current condition.Source
INTCneutralmid-termAside from the foundry, the host views the Israel plant shutdown and PC slowdown as temporary problems rather than permanent damage.Source
INTCneutrallong-termThe host sees the foundry business as the only potentially permanent problem; if it cannot turn profitable it will be a long-run issue, but writing it off now is premature.Source

2026-11-021 video

2026-11-02

3 Stocks To Buy & 3 Stocks To Sell Before 2027 Starts (Huge Potential)

3 Stocks To Buy & 3 Stocks To Sell Before 2027 Starts (Huge Potential)

0 bull · 4 bear · 3 neutralYouTube

SPCX MSFT ICE HOOD LNT GRMN

Otherneutrallong-termThe host praises S&P Global's moat and cash flow, but his own DCF midpoint of $335 sits below the $453 price, with only a 9.6% return under his best assumptions.Source
SPCXbearishlong-termHe calls SpaceX amazing but unprofitable and cash-burning, with a 58x price-to-sales he cannot justify and earnings he cannot project over ten years.Source
MSFTneutralIn passing, he notes Microsoft at 12x sales and 30x earnings is still kind of frothy, offered only as a valuation comparison without a fuller view.Source

Other

2026-10-311 video

2026-10-31

If You’re Not Buying This Dip Right Now... (Temporary Gift)

If You’re Not Buying This Dip Right Now... (Temporary Gift)

1 bull · 1 bear · 5 neutralYouTube

Valuationnegative for stockslong-termThe Shiller CAPE sits at 40.5 versus a historical norm of 16–17, and readings above 23–25 have historically preceded a decade of near-zero returns, which grounds his lost-decade concern.Source
Bonds & Ratesneutralmid-termSafe money now earns a real return, so some capital that used to flow only into stocks has an alternative, making equity risk less compelling at the margin.Source
AI Capexneutrallong-termAI spending is real, but if it fails to turn into real profit, companies will cut back, earnings will fall and stock prices usually follow; a true story does not mean any price is justified.Source

ValuationBonds & RatesAI CapexMarket BreadthOther

2026-10-291 video

2026-10-29

If You're Buying Netflix Stock at a 52 week low… Get Ready! $NFLX

If You're Buying Netflix Stock at a 52 week low… Get Ready! $NFLX

3 bull · 0 bear · 1 neutralYouTube

NFLXbullishlong-termThe host cites Ackman's new stake as evidence that at least one sharp money manager believes the market is being far too negative on Netflix's future.Source
NFLXbullishlong-termThe host views Netflix as a high-quality business with a stacked moat, pricing power, aggressive buybacks and rising returns on capital that deserves a market premium.Source
BTIbullishlong-termThe host discloses he bought BTI at $30 and it has doubled; at a cheap enough price even a dying business can multiply an investment through dividends alone.Source

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