1. Burry is citing 'beginning of the end' with fresh AI short bets, Palantir's CEO went nuclear on TV saying AI models have been 'irresponsibly over-sold,' and SF locals are apparently buying houses with pre-IPO OpenAI stock. That last one might be the cleanest bubble-top tell of the bunch. Could all resolve fine. But the contrarian signals are stacking. Don't be a hero on the AI names until this noise settles.
2. WSB is running hotter than usual for a market holiday. Gain posts everywhere: 740% in two weeks, 7546% in six months, one guy who's bounced between $2M CAD and near-zero multiple times and is apparently back again. When the highlight reel gets this good, the next chapter usually hurts. Contrarian read: crowd is euphoric. Sit on hands.
3. $ADBE is up 4.14% today with the crowd loading long-dated calls. One position floating around: $70k in 2027 $250 calls with BEP around $300. The bull case is priced-like-legacy-software, no CEO or CFO right now, but if leadership resolves and Firefly starts mattering there may be a re-rate. $HOOD is also running, up 3.76%, retail brokerage names getting some love. Nothing heroic, just watching the levels.
Aggregated and distilled by Two Sentence Traders. Not financial advice.