Someone correct me if I'm wrong but I don't think this is correct, or it's at least super misleading. The table is referencing the 13f filing [here](https://www.sec.gov/Archives/edgar/data/1649339/000164933925000007/xslForm13F_X02/infotable.xml), but for options the "share amount" field is just the price of the underlying shares (eg the "market value" of his puts is marked as just the share price times the number of options times the 100x multiplier). Scion asset management doesn't actually have 912M short exposure to PLTR, it's just 50k puts on some unknown strike and expiration, and likewise for NVDA, PFE, and HAL. Not sure if there's a way to find out how big the positions actually are but it's definitely not as big as stated here, and significantly lower if the options are low delta.

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CAVA at 52 week low.

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Fuck you Burry. The fucking market tanked. You happy now, low life fuck.

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This is what they mean by low regulations

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Yup. People keep saying the 1 trillion number without context. To hit that number he needs to stay on for a decade and in that decade get Tesla to 8 trillion marker cap, 10x # of deliveries of vehicles, 50x current EBITDA, 1 million robotaxis need to be actually online and 1 million humanoid robots need to be sold. In my estimation the likelihood he gets the full trillion is pretty damn low even if the plan is approved. But if he actually does achieve those goals, shareholders will be sitting pretty. Though they'll still have paid him a completely absurd amount of money. It's like one of those biotech deals that makes the number sound huge but actually they only get a tiny fraction up front and the rest of it all just incentives

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Pro-tip: buy low, sell high

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Due to GLP1 drugs and health cnsciousness among milleniums and Gen Z, all obesity inducing products are going out of favor. Q3 also saw record low alchol sales. Companies like KO and PEPSI will go extinct unless they pivot to healthier stuff. Noone in my circle drinks soda or munches on garbage like cheetos/dorritos.

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Buy high, sell low and make it up in volume 

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Super bearish in here. Burry buying puts. Reserves are low. Regards gotta use gambling money to buy food because no snap. Millions of government workers have no money, and might want to sell at the highs. Wall st is under positioned. Ai hype has peaked until next breakthrough. Tons of uncertainty with validity of tarrifs… yup calls.

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As much as I want these futes to be true, my guess is they are just flipping the script and going with low open and rocket back to flat in 20 minutes

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