EP636 | 🐚

·50 min·4 clips

Michael Burry's recent analysis of Google's debt is called out for cherry-picking data to justify his bearish view.

The episode opens with host Menggong discussing a sponsored stay at a high-end Bali resort, describing it as a more expensive version of Four Seasons with premium services like airport pickup and nanny care. He transitions to financial analysis, starting with Applied Materials' earnings report, where he stresses that future guidance matters more than past results, noting positives like HBM layer increases and clean room constraints affecting equipment revenue. Menggong then critiques investor Michael Burry's bearish take on Pantheon, accusing Burry of biased analysis and overfitting data to support his views. He explores AI trends, arguing that models are becoming commoditized, with Apple's partnership strategy as an example, and distinguishes between easily replaceable software and complex solutions like Pantheon's data integration. The host shares personal trading regrets, such as selling Pantheon too early, and contrasts the strong Taiwanese stock market with struggling U.S. stocks. QA segments cover listener stories, including debt repayment after an on-air mention, advice for a full-time trader facing family skepticism, and discussions on market sentiment indicators like technical analysis queries. The episode concludes with well-wishes for the Lunar New Year.

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