It was a good enough day today to undo all the damage from AMD yesterday. I presently have twenty-five short positions. Here are ten favorites:
Some Standouts
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
China Heading Lower
Chinese tech stocks are going down and will go much lower. I was already short Alibaba (BABA, famous for having the CEO with the weirdest skull in corporate history).
Short Portfolio Two
Short Portfolio One
Meta is Beta and Beta
After months of waiting, I couldn’t take it anymore. I finally told THE TALE to my closest and dearest friend, who is sworn to secrecy. It’ll be years before I tell anyone else. Now he understands why META is such an important short to me, and why I think its AI efforts are heading for one of the most massive corporate embarrassments since New Coke.
