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🧵 MICHAEL BURRY JUST WENT 66% SHORT ON PALANTIR — HERE’S WHY IT MATTERS 💥
1️⃣
Michael Burry’s latest 13F filing shows a massive short position on $PLTR, making up 66% of his entire portfolio.
That’s not a hedge — that’s a full-scale conviction trade. 📉
1️⃣
Michael Burry’s latest 13F filing shows a massive short position on $PLTR, making up 66% of his entire portfolio.
That’s not a hedge — that’s a full-scale conviction trade. 📉
2️⃣
Why $PLTR?
Because it represents everything Burry loves to bet against:
AI hype with no clear earnings
Retail cult following
A valuation detached from fundamentals
Classic “bubble DNA.” 🧬
Why $PLTR?
Because it represents everything Burry loves to bet against:
AI hype with no clear earnings
Retail cult following
A valuation detached from fundamentals
Classic “bubble DNA.” 🧬
3️⃣
Remember 2008?
Everyone laughed at him then, too.
But when the music stopped, he was the only one holding the score sheet. 🎼💣
Remember 2008?
Everyone laughed at him then, too.
But when the music stopped, he was the only one holding the score sheet. 🎼💣
Russian drones hunt Ukrainian repair crews fixing power lines and rails
In Chernihiv, a Lancet drone hit a truck mid-repair. Anatoliy Savchenko, 47, crawled out with a broken leg. His partner, Ruslan Deynega, 46, ran to help. A second drone struck and killed them both - Times 1/
In Chernihiv, a Lancet drone hit a truck mid-repair. Anatoliy Savchenko, 47, crawled out with a broken leg. His partner, Ruslan Deynega, 46, ran to help. A second drone struck and killed them both - Times 1/
Moscow uses “double-tap” tactics. Drones strike once, then again when rescuers arrive.
Ukraine’s energy ministry says Russia uses the same method as in Syria. It killed over 100 Ukrainian rescuers and 7 energy workers and wounded more than 350. 2/
Ukraine’s energy ministry says Russia uses the same method as in Syria. It killed over 100 Ukrainian rescuers and 7 energy workers and wounded more than 350. 2/
Savchenko’s colleagues in Chernihiv still repair power lines without flak jackets. They say armor slows them down.
When asked if they’d quit, they just shook their heads. “We worry about our families more than ourselves,” one said as air raid sirens wailed. 3/
When asked if they’d quit, they just shook their heads. “We worry about our families more than ourselves,” one said as air raid sirens wailed. 3/
1) * A THREAD: Part 1 of 2 *
~ THE PFIZER JOB ~
{How Pfizer carried out the biggest pharma trial heist ever & the regulators swallowed it—hook, line, & sinker}
• Evidence Blog By: Arkmedic 10.12.25
• Remember this? (@Jikkyleaks)
“Pfizer’s vaccine is more than 90% effective”
~ THE PFIZER JOB ~
{How Pfizer carried out the biggest pharma trial heist ever & the regulators swallowed it—hook, line, & sinker}
• Evidence Blog By: Arkmedic 10.12.25
• Remember this? (@Jikkyleaks)
“Pfizer’s vaccine is more than 90% effective”
2)
• Headlines repeated around the world & more importantly by the regulators FDA, TGA, EMA & MHRA
• The “real” statistic was actually 95%
• Yep, Pfizer & the FDA concluded - after one of the quickest & largest randomized controlled trials in pharma history - that receiving a Pfizer COVID vaccine would give you only 5% of the risk of “catching COVID” than someone who didn’t receive their product
• Just to reiterate - this was about COVID infection
• No claims on severity, hospitalisation or death were made by Pfizer
• The FDA agreed that Pfizer’s trial showed that for every 100 people who were not vaccinated & “got COVID” only 5 vaccinated people would “get COVID”
• & remember this is COVID infection (testing positive), not anything else
• FDA’s analysis of the available efficacy data from 36,523 participants 12 years of age & older without evidence of SARS-CoV-2 infection prior to 7 days after dose 2 confirmed the vaccine was 95% effective (95% credible interval 90.3, 97.6) in preventing COVID-19 occurring at least 7 days after the second dose (with 8 COVID-19 cases in the vaccine group compared to 162 COVID-19 cases in the placebo group)
• Putting this another way, for every vaccinated person you met who had COVID you should have met at least 24 vaccinated people that didn’t ever have COVID
• Given that most of the vaccinated population actually “got COVID” - many of them multiple times, that sounds impossible, right?
• That’s because it was
• Yet the trial nejm.org/doi/full/10.10…
itself showed 95% reduction in the risk of infection & was published in the infamous New England Journal of Medicine (the same journal that published the fraudulent Surgisphere study) on the 10th December 2020 science.org/content/articl…
• Headlines repeated around the world & more importantly by the regulators FDA, TGA, EMA & MHRA
• The “real” statistic was actually 95%
• Yep, Pfizer & the FDA concluded - after one of the quickest & largest randomized controlled trials in pharma history - that receiving a Pfizer COVID vaccine would give you only 5% of the risk of “catching COVID” than someone who didn’t receive their product
• Just to reiterate - this was about COVID infection
• No claims on severity, hospitalisation or death were made by Pfizer
• The FDA agreed that Pfizer’s trial showed that for every 100 people who were not vaccinated & “got COVID” only 5 vaccinated people would “get COVID”
• & remember this is COVID infection (testing positive), not anything else
• FDA’s analysis of the available efficacy data from 36,523 participants 12 years of age & older without evidence of SARS-CoV-2 infection prior to 7 days after dose 2 confirmed the vaccine was 95% effective (95% credible interval 90.3, 97.6) in preventing COVID-19 occurring at least 7 days after the second dose (with 8 COVID-19 cases in the vaccine group compared to 162 COVID-19 cases in the placebo group)
• Putting this another way, for every vaccinated person you met who had COVID you should have met at least 24 vaccinated people that didn’t ever have COVID
• Given that most of the vaccinated population actually “got COVID” - many of them multiple times, that sounds impossible, right?
• That’s because it was
• Yet the trial nejm.org/doi/full/10.10…
itself showed 95% reduction in the risk of infection & was published in the infamous New England Journal of Medicine (the same journal that published the fraudulent Surgisphere study) on the 10th December 2020 science.org/content/articl…
3) ~ Dates Matter ~
• As a background to the first red flag concerning this trial & subsequent “emergency approval” of the Pfizer COVID-19 vaccine it is worth noting some dates:
• The first patient recruited to the study was July 27th 2020
• By 31st August 2020 half of the participants had been recruited, meaning that less than half the participants had follow-up of at least 75 days from the first injection
• Given that you were supposed to need two weeks after the second injection (35 days) for it to “work” this means that half the participants had follow up of less than 47 days for the “effective dose”
• The original submission from Pfizer to the FDA happened on November 20th 2020
• The “data cut-off” for the trial - the last day that COVID infections could be registered - was November 14th 2020
• The VRBPAC meeting (Vaccines & Related Biological Products Advisory Committee) at the FDA met on the 10th December 2020, the same day the trial was published
• The VRBPAC assessment document for the Pfizer submission was written on the 7th December 2020, just two weeks after the submission was made - & having had to assess a trial with 44,000 participants
• This median of 47 days was the basis on which the approval was given, but it gets worse - much worse
• In fact we are going to show that the whole study was a sham & that there never was a benefit - at all, never mind “95% reduction in infection”
• Here is the chart provided by Pfizer that they used to show that there was a 95% reduction in infection
• It’s impressive
• The red line is the “placebo” group & the blue line is the “vaccinated” group
• And although they initially start off getting infected at the same rate - after about 10 days after the first jab, the vaccinated pretty much stop getting infected at all
• A true miracle vaccine
• As a background to the first red flag concerning this trial & subsequent “emergency approval” of the Pfizer COVID-19 vaccine it is worth noting some dates:
• The first patient recruited to the study was July 27th 2020
• By 31st August 2020 half of the participants had been recruited, meaning that less than half the participants had follow-up of at least 75 days from the first injection
• Given that you were supposed to need two weeks after the second injection (35 days) for it to “work” this means that half the participants had follow up of less than 47 days for the “effective dose”
• The original submission from Pfizer to the FDA happened on November 20th 2020
• The “data cut-off” for the trial - the last day that COVID infections could be registered - was November 14th 2020
• The VRBPAC meeting (Vaccines & Related Biological Products Advisory Committee) at the FDA met on the 10th December 2020, the same day the trial was published
• The VRBPAC assessment document for the Pfizer submission was written on the 7th December 2020, just two weeks after the submission was made - & having had to assess a trial with 44,000 participants
• This median of 47 days was the basis on which the approval was given, but it gets worse - much worse
• In fact we are going to show that the whole study was a sham & that there never was a benefit - at all, never mind “95% reduction in infection”
• Here is the chart provided by Pfizer that they used to show that there was a 95% reduction in infection
• It’s impressive
• The red line is the “placebo” group & the blue line is the “vaccinated” group
• And although they initially start off getting infected at the same rate - after about 10 days after the first jab, the vaccinated pretty much stop getting infected at all
• A true miracle vaccine
This is part 2 of the November 4th afternoon session in the case of Ms B Hutchison & others vs Durham & Darlington NHS Trust. Part 1 of this afternoon's hearing is here
The court is taking a short break at present. Cross-examination of Rose Henderson (RH) by the claimant's barrister Niazi Fetto KC (NF) has completed; after the break we will hear any questions from the Judge and panel and any re-examination by Simon Cheetham KC (SC) for the respondents.
🧵
On crypto, many "sitting on their hands" until the "ripple" effects from the massive Oct 10th deleveraging fully seen both crypto and macro:
Crypto concerns:
- on 10/10, small stablecoins saw price volatility
- Balancer v2 hack $128mm (this week)
- @StreamDefi $93mm loss (this week)
- Marketmaker vs CEX dispute (FUD)
Macro concerns:
- funding stress in SOFR
- gov't shutdown now day 35 and no end in sight
Keep reading 📕
On crypto, many "sitting on their hands" until the "ripple" effects from the massive Oct 10th deleveraging fully seen both crypto and macro:
Crypto concerns:
- on 10/10, small stablecoins saw price volatility
- Balancer v2 hack $128mm (this week)
- @StreamDefi $93mm loss (this week)
- Marketmaker vs CEX dispute (FUD)
Macro concerns:
- funding stress in SOFR
- gov't shutdown now day 35 and no end in sight
Keep reading 📕
2/
Balancer Protocol is a decentralized finance (DeFi) automated market maker (AMM) launched in May 2021. A malicious person used an exploit to drain $128 million
Keep in mind, hacks/losses are frequent in financial services and crypto. Tradfi losses are far larger FYI
Crypto hack/losses:
@chainalysis
2024: $2.3 billion
2023: $1.8 billion
Tradi hack/losses:
per Verafin Global Crime Report
2024: $530 billion
2023: $486 billion
x.com/ZealynxSecurit…
Balancer Protocol is a decentralized finance (DeFi) automated market maker (AMM) launched in May 2021. A malicious person used an exploit to drain $128 million
Keep in mind, hacks/losses are frequent in financial services and crypto. Tradfi losses are far larger FYI
Crypto hack/losses:
@chainalysis
2024: $2.3 billion
2023: $1.8 billion
Tradi hack/losses:
per Verafin Global Crime Report
2024: $530 billion
2023: $486 billion
x.com/ZealynxSecurit…
3/
Stream Finance reported yesterday, an external fund manager overseeing Stream funds disclosed the loss of approximately $93 million in Stream fund assets.
Stream Finance reported yesterday, an external fund manager overseeing Stream funds disclosed the loss of approximately $93 million in Stream fund assets.
In AD 608,
The Persians were thundering into the Roman Empire, conquering all that lay before them.
When the Roman army abandoned Mardin, the defence of the city was taken up by…
The Warrior Monks of Mardin!
[Thread]
The Persians were thundering into the Roman Empire, conquering all that lay before them.
When the Roman army abandoned Mardin, the defence of the city was taken up by…
The Warrior Monks of Mardin!
[Thread]
In 602 the Roman army rebelled against the emperor Maurice chose Phocas, a senior military officer, as their emperor, they marched in Constantinople and killed Maurice and five of his sons.
In 603 the Persian Shah Khusrow, who had been greatly helped by Maurice after being ousted in his youth, declared war. A Roman general named Narses also rebelled against Phocas.
In 603 the Persian Shah Khusrow, who had been greatly helped by Maurice after being ousted in his youth, declared war. A Roman general named Narses also rebelled against Phocas.
At the same time, eastern Christianity was reeling from the Monophysite controversy; the belief that Christ had only one, divine, nature. Despite attempts from the government in Constantinople to suppress or find compromises with Monophysitism, it survived, especially in the eastern provinces of the empire.
Prices are down, but there's MAJOR money to be made.
BNB...ZEC...BTC...ETH...SOL...
Here's my full (updated) setups on how I'm trading breakdowns and continuations this week🧵:
BNB...ZEC...BTC...ETH...SOL...
Here's my full (updated) setups on how I'm trading breakdowns and continuations this week🧵:
1. ZEC
Transparent with my wins, transparent with my losses,
0 opportunity for mean-reversion longs; straight crashed through every level.
Next structural shift at $372
Transparent with my wins, transparent with my losses,
0 opportunity for mean-reversion longs; straight crashed through every level.
Next structural shift at $372
2. BNB
Price is down -10% since our breakdown zone shared weeks ago.
Price is approaching the $900 area as our target 1. If we see a fast spike into the level, it's a good area to take profits.
Price is down -10% since our breakdown zone shared weeks ago.
Price is approaching the $900 area as our target 1. If we see a fast spike into the level, it's a good area to take profits.
Chelsea, 20, says she’s “going mad with anxiety.”
Onset with VCE exams; now pervasive worry, decision paralysis, and no depressive features.
You suspect GAD.
What would you do to confirm this? 👇
Onset with VCE exams; now pervasive worry, decision paralysis, and no depressive features.
You suspect GAD.
What would you do to confirm this? 👇
Nature of Anxiety.
Worry is frequent, excessive, hard to switch off, and out of keeping with threat, often without a trigger.
It persists even when things are going well and becomes the problem, not the topic [Andrews et al., 2018].
Worry is frequent, excessive, hard to switch off, and out of keeping with threat, often without a trigger.
It persists even when things are going well and becomes the problem, not the topic [Andrews et al., 2018].
DSM-5 anchors you can count.
Excessive worry more days than not for ≥6 months about multiple domains, difficult to control.
Plus ≥3 of restlessness, fatigue, poor concentration/mind blank, irritability, muscle tension, and sleep disturbance.
Excessive worry more days than not for ≥6 months about multiple domains, difficult to control.
Plus ≥3 of restlessness, fatigue, poor concentration/mind blank, irritability, muscle tension, and sleep disturbance.
A recent interview with @awinston on @TrueAnonPodabout the 764 child abuse/terrorism network blamed Russia on the rise of nazi accelerationism in the west
🧵 On why I find this questionable
🧵 On why I find this questionable
1/ First, there was no mention of the Maniacs: Cult of Murder (MKU), a nazi accelerationist group created in 2017/8 in the Ukrainian city of Dnipro.
The MKU pioneered tactics of manipulating youth to do violence online, highly influential for 764
eventsinukraine.substack.com/p/maniac-kille…
The MKU pioneered tactics of manipulating youth to do violence online, highly influential for 764
eventsinukraine.substack.com/p/maniac-kille…
2/ Reputable analysis on 764, like the West Point centre for studying extremism, contains constant references to MKU.
764 claims to be ‘allied’ with MKU.
ctc.westpoint.edu/nihilism-and-t…
764 claims to be ‘allied’ with MKU.
ctc.westpoint.edu/nihilism-and-t…
1/The 90s called & wants its carotid imaging back!
It’s been 30 years--are you still on NASCET?
Feeling vulnerable about plaque vulnerability?
This month’s @theAJNR SCANtastic has what you need to know about carotid plaque
ajnr.org/content/46/10/…
It’s been 30 years--are you still on NASCET?
Feeling vulnerable about plaque vulnerability?
This month’s @theAJNR SCANtastic has what you need to know about carotid plaque
ajnr.org/content/46/10/…
2/Everyone knows the NASCET criteria:
If the patient is symptomatic & the greatest stenosis from the plaque is >70% of the diameter of normal distal lumen, patient will likely benefit from carotid endarterectomy
But that doesn’t mean the remaining patients are just fine!
If the patient is symptomatic & the greatest stenosis from the plaque is >70% of the diameter of normal distal lumen, patient will likely benefit from carotid endarterectomy
But that doesn’t mean the remaining patients are just fine!
3/Yes, carotid plaques resulting in high-grade stenosis are high risk
But assuming that stenosis is the only mechanism by which a carotid plaque is high risk is like assuming that the only way to kill someone is by strangulation.
But assuming that stenosis is the only mechanism by which a carotid plaque is high risk is like assuming that the only way to kill someone is by strangulation.
I analyzed link acquisition patterns across 1,000 websites over 18 months.
Found the "Goldilocks zone" for link velocity that maximizes rankings without triggering penalties.
Here's what the data revealed: 🧵
Found the "Goldilocks zone" for link velocity that maximizes rankings without triggering penalties.
Here's what the data revealed: 🧵
1/ The study parameters:
Sample size breakdown:
- 1,000 websites tracked (B2B SaaS and ecommerce)
- 200 new sites (0-12 months old)
- 400 established sites (1-3 years)
- 400 mature sites (3+ years)
- Tracked monthly for 18 months
- Measured: link velocity, rankings, penalties
- Total links tracked: 487,000+
Sample size breakdown:
- 1,000 websites tracked (B2B SaaS and ecommerce)
- 200 new sites (0-12 months old)
- 400 established sites (1-3 years)
- 400 mature sites (3+ years)
- Tracked monthly for 18 months
- Measured: link velocity, rankings, penalties
- Total links tracked: 487,000+
2/ Link velocity by site age (optimal ranges):
New sites (0-12 months):
- Safe zone: 5-10 links/month
- Growth zone: 10-15 links/month
- Risk zone: 15+ links/month
- Penalty rate >30 links/month: 23%
Established sites (1-3 years):
- Safe zone: 5-15 links/month
- Growth zone: 10-20 links/month
- Risk zone: 25+ links/month
- Penalty rate >50 links/month: 18%
Mature sites (3+ years):
- Safe zone: 15-30 links/month
- Growth zone: 20-40 links/month
- Risk zone: 50+ links/month
- Penalty rate >70 links/month: 12%
New sites (0-12 months):
- Safe zone: 5-10 links/month
- Growth zone: 10-15 links/month
- Risk zone: 15+ links/month
- Penalty rate >30 links/month: 23%
Established sites (1-3 years):
- Safe zone: 5-15 links/month
- Growth zone: 10-20 links/month
- Risk zone: 25+ links/month
- Penalty rate >50 links/month: 18%
Mature sites (3+ years):
- Safe zone: 15-30 links/month
- Growth zone: 20-40 links/month
- Risk zone: 50+ links/month
- Penalty rate >70 links/month: 12%
(1/x) When you trying to decongest patients in the ICU, there are lots of drugs available... not just lasix
Here are some tips for diuresing patients🧵
Furosemide - backbone of diuresis. Start at a higher than you think and back off if diuresis achieved.
Metolazone (or other thiazides). Use when Na on the higher side as helps prevent distal Na resorption. You get more naturesis.
Acetazolamide. Use to prevent metabolic alkalosis. Aids in decongestion.
Spironolactone. Use to prevent K+ wasting and to achieve more natriuresis.
3% saline. Consider in diuretic resistant heart failure with hypochloremia.
Here are some tips for diuresing patients🧵
Furosemide - backbone of diuresis. Start at a higher than you think and back off if diuresis achieved.
Metolazone (or other thiazides). Use when Na on the higher side as helps prevent distal Na resorption. You get more naturesis.
Acetazolamide. Use to prevent metabolic alkalosis. Aids in decongestion.
Spironolactone. Use to prevent K+ wasting and to achieve more natriuresis.
3% saline. Consider in diuretic resistant heart failure with hypochloremia.
(2/x) Tip: Goal of diuresis is not just to produce lots of urine... its to produce lots of salty (high Na) urine.
This is because natriuresis (salt) > aquaresis (water) for decongesting patients.
Ways to achieve more natriuresis:
1. Multi-modal diuresis
2. Check urine Na during diuresis (ideally random urine Na > 100).. add more multi-modal diuresis if not achieving.
This is because natriuresis (salt) > aquaresis (water) for decongesting patients.
Ways to achieve more natriuresis:
1. Multi-modal diuresis
2. Check urine Na during diuresis (ideally random urine Na > 100).. add more multi-modal diuresis if not achieving.
(3/x) If you have a patient with venous congestion (e.g. objective congestion on ultrasound) expect an increase in Cr with diuresis... ride that out and treat the patients venous congestion / overload.. it will come down once the patients high venous pressures improve.
