AIBS™️Part V - TIMING!

Plus: Revisiting an Old Trade!

Quick recap from “AIBS ™️- Part IV” for the kids at the back:

• Firstly, Scam Altman went all-“Skilling”-like on the BG2 pod. That was a major milestone imho for the narrative around AI.

• Then Buffett dropped a farewell message, thus marking a “Meme Bottom” for “Value vs Growth”.

• Then Masaponzi Son didn’t give thanks for his profits in NVDA, instead doubling up in loss-making OpenAI.

• Finally, Michael Burry dropped a letter that he’s liquidating his Hedge Fund, thus marking the “Burry Meme Top”.

Michael Burry’s move brings a very important element into our discussion:

TIMING!