Michael Burry just made headlines again, and the markets are feeling it—stocks and crypto both sliding hard. We sit down to unpack exactly what his latest bets mean, why institutional players are moving the chess pieces, and how to spot real collusion versus noise. With real estate cooling, banks tightening, and stablecoins evolving fast, the macro picture looks grim—but that’s where the setups hide. Small-cap names are getting crushed, yet some are screaming value if you’ve got cash and a pl...
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Michael Burry just made headlines again, and the markets are feeling it—stocks and crypto both sliding hard. We sit down to unpack exactly what his latest bets mean, why institutional players are moving the chess pieces, and how to spot real collusion versus noise. With real estate cooling, banks tightening, and stablecoins evolving fast, the macro picture looks grim—but that’s where the setups hide. Small-cap names are getting crushed, yet some are screaming value if you’ve got cash and a pl...
Bullish & Beyond 43: Meta AI Spending Spree, Microsoft Owning 27% of OpenAI, Tesla + Elon’s $1T Pay Package, Apple AI + Google Gemini, AI & Robotics
Bullish & Beyond
14 minutes
1 week ago
Bullish & Beyond 43: Meta AI Spending Spree, Microsoft Owning 27% of OpenAI, Tesla + Elon’s $1T Pay Package, Apple AI + Google Gemini, AI & Robotics
Markets just took a punch—stocks and crypto both down on sentiment and the government shutdown mess. Brian breaks it down: Meta and Microsoft are both pouring cash into AI. Then there’s Tesla—Elon’s monster new $1 trillion pay package just lit a fire under the growth story. We close with straight talk on where robotics is headed and what it means for your next trade. Chapters 00:00 Market Overview and Short-Term Trends 05:47 AI Developments and Strategic Partnerships 11:21 Future of R...
Bullish & Beyond
Michael Burry just made headlines again, and the markets are feeling it—stocks and crypto both sliding hard. We sit down to unpack exactly what his latest bets mean, why institutional players are moving the chess pieces, and how to spot real collusion versus noise. With real estate cooling, banks tightening, and stablecoins evolving fast, the macro picture looks grim—but that’s where the setups hide. Small-cap names are getting crushed, yet some are screaming value if you’ve got cash and a pl...
