Michael “Bobo” Burry drops a nuclear grade black pill

[Anonymous No.51081701]

[Anonymous No.51081713]

>>51081701
what does that mean and what is he trying to say?

[Anonymous No.51081726]

>>51081701
who cares lmao

[Anonymous No.51081759]

>>51081701
i hate codeniggers and SaaS but i don't see how this is true. abandoning SaaS and going back to perpetually licensed software or owned hardware is expensive and time consuming. it's cheaper to keep getting fucked up the ass with SaaS.

[Anonymous No.51081780]

>>51081713
It's easier to cancel a subscription for an online service than it is to return something that you paid for fully.

[Anonymous No.51081784]

Good luck converting your entire corporation off of a heavily integrated subscription software. At worst the rate of new subscriptions will slow down as the economy sours. This doesn’t apply to B2C corps, though. They’re fucked

[Anonymous No.51081790]

Why would subscription-based business models (SaaS or IP licensing?) fare worse in a downturn that the alternative (whatever that is)? I wish he would provide a bit more detail and rationale.

[Anonymous No.51081794]

>>51081726
>typical /biz/nigger IQ

[Anonymous No.51081806]

>>51081780
he's talking enterprise cloud software/hardware, not normies subscribing to netflix or adobe lightroom. if you think it's "easy" for a corporation to go back to non-cloud then you've clearly never had a job in your life.

[Anonymous No.51081819]

>>51081780
SaaS worker for a CRM app here. This scares me. This is why I'm currently jobmaxxing and interviewing every day.

I noticed that HR recruiters are no longer using scheduling software as a service to align times for interviews with the team. Stuff like Calendly is the 1st to go. There will be many other apps that they cancel.

[Anonymous No.51081821]

>>51081713
all those companies lose value when subscriptions drop, and when times get tougher people are just going to cancel their shit to save money and then they're going to tank.

[Anonymous No.51081831]

>>51081806
They can and will go back from the cloud. I'm seeing it happening.

[Anonymous No.51081842]

>>51081821
just as people will stop smoking and drinking through tough times, yes?

[Anonymous No.51081847]

>>51081713
He means move your money to vanguard index funds

[Anonymous No.51081850]

>>51081701
I am so sick of this faggot

[Anonymous No.51081852]

>>51081831
i kind of doubt it's the overall trend. the company i work for recently signed a $100M SaaS contract with adobe.

[Anonymous No.51081856]

>>51081821
Netflix might drop, AWS won't

[Anonymous No.51081867]

>>51081842
drinkers and smokers are addicted on another level, it's really not the same thing as some normies cancelling hulu to save some money.

[Jealous No.51081873]

Is this lettuce fucked up?

[Anonymous No.51081878]

>>51081850
>I am so sick of this faggot
People would have been so tired of him and his housing market schtick if twitter was a thing back then.

I wonder if there are still some place where to find the original Burry posts on the forums he frequented back than.
Does anybody know?

[Anonymous No.51081912]

>>51081850
your single mommy is sick of you
and i'm kinda getting sick of gaping her asshole

[Anonymous No.51081934]

>>51081806
I consider something like azure an online service. It's easier to scale down and up nowadays, and he is also talking about revenue sharing for hardware which is basically what cloud services are.

What happens is instead of selling someone a server rack like back in the day, you pay for your own server rack with a loan and rent it out to people as a "cloud service" (like amazon, microsoft, google are doing). This can mean that when some of your users fall off (due to bankruptcy in a recession) you can become immediately insolvent because the margins are not only thin, but are immediately affected by your users leaving.
It's basically a just-in-time supply chain kind of problem, but the start of the chain that you need to live is actually your users and you have zero room to pivot due to the subscription setup you have with them if something goes awry.

[Anonymous No.51081941]

>>51081759
>get's hired
>salary is a flat payment on your first day
>you have to stay at the company until you die or employer decides he had enough with you

[Anonymous No.51081943]

>>51081867
>drinkers and smokers are addicted on another level
I'd believe that level of addiction of the average drunk or chain smoker pales in comparison to the level of addiction the average normie nowadays has to smartphone, social & streaming media....

[Anonymous No.51081947]

>>51081867
Alcoholic smoker here and can confirm. I don't have any subscriptions but all my colleagues have been talking about which one to cancel. I know Mt anecdotal story means shit but my point is that people, especially families have more than one, like Disney plus for the kids, Netflix because they have that one show the wife likes and amazon prime because they like the shows, you get the point. Normalfags may not cancel them all but many of them can and will reduce them. Also, the addition of ad supported tiers is not sitting well with them, but they'll suck it up because they're stupid

[Anonymous No.51081959]

>>51081759
It's also cheaper to have a just-in-time supply chain, but we obviously saw what happened with those during the pandemic. It's the same kind of problem. The more bleeding edge you are the less resistant you are to economic dips.

[Anonymous No.51081960]

>>51081947
>Alcoholic smoker here and can confirm.
How much you smoke and drink, anon?

[Anonymous No.51082013]

>>51081943
I worked at a liquor store for a bit and the more hooked people buy more than one pack a day, and a pint or more of liquor daily. I'm not sure how you'd quantify that vs technology usage but I think it's far easier for someone to leave the phone at home and go out for a little bit or take a vacation. Some of these drinkers could die if they stopped suddenly because their bodies are so used to it.

[Anonymous No.51082016]

>>51081806
He's talking about both nigger. Why would an company need enterprise SaaS subscriptions when they've laid off half of their staff? Everything is so interconnected and interwoven that when one portion of the proverbial fabric of the economy falls so does everything else. It's not linear one to one as much as it is like a ripple.

[Anonymous No.51082033]

>>51081878
burry got lucky with the housing market
he's been screaming the end times are coming for more than two decades now, he's bound to get it right some time.

[Anonymous No.51082046]

>>51082016
>Why would an company need enterprise SaaS subscriptions when they've laid off half of their staff?

software and hardware migrations are incredibly complex actions that require months or years of planning, conversations with sales engineers, deployment, testing, etc.

[Anonymous No.51082070]

>>51082033
>burry got lucky with the housing market
I sometimes wonder if all could've been prevented by Burry simply not looking and digging into the matter.
Given that we live in a total clown world it probably would've been prevented, or simply would not have occurred.

[Anonymous No.51082110]

>>51082016
By the way, I work in software sales and guess what? No one wants to buy or renew their subscriptions. Leads are cold as fuck and our entire sales team is shitting their goddamned pants wondering what the fuck is going to happen by EOY. What we sell are basically vital portions of the sales funnel (think transactions, payment processing, POS, CRM) that zero "real" businesses can do without. These last 6 months have been fucking awful. It's been well known that the subscription based busines model to profitability is the most fickle one and the one that gets rekt the hardest during an economic downturn. AGAIN, that B2B AND B2C. Basedlicon Valley loved this business model over the last decade and championed for it to where every business (tech or otherwise) adopted it. We're going to see the repercussions of in the next 3-5 years.

[Anonymous No.51082162]

>>51082110
So, in your opinion, what's going to happen from EOY on forward, anon?

[Anonymous No.51082167]

>>51082033
Because every storm they just got new tricks in their bag. Vapid internet innovation saved the economy. You can tell me it is different, but we really got to a point where we squeezed every ounce of effiency of the communication tech. You don't even have to go out anymore. If there where a smartphone app to wipe your ass with, people would use it.

I would love to see the game moving where money is just an after thought. On that level, I am sure the situation might look dire or they just got the new tricks lined up. CBDC if I had to guess. If push comes to shove, these are all just numbers.

[Anonymous No.51082191]

>>51082046

>sales engineer

[Anonymous No.51082203]

>>51082167
>this time will be different

[Anonymous No.51082221]

>>51081713
he means exactly what the other anons have said to you, to help you understand further. This is why HBO is doing this promotion. They know their revenue is going to drop when shtf in the next 6 months, so they’re trying to get you to pay a year ahead of time “at a 40% discount” because they know you won’t be paying it at all when shtf unless you already have them the money, smart on their part

[Anonymous No.51082238]

>>51081701
Do people like me yet?

[Anonymous No.51082239]

>>51081934
>you can become immediately insolvent
they are already insolvent.
you mean illiquid.

[Anonymous No.51082248]

>>51082221
>>51081713
Basically, HBO knows what burry is saying is true. So they’re trying to get you to pay ahead of time, so it will be harder to cancel / “return” during the shit storm. They’d rather take a 40% cut on your pay subscription than the 100% cut that will happen when you can’t afford it and would cancel entirely

[Anonymous No.51082287]

>>51082191
if you ever worked in tech you'd know a sales engineer is a legitimate job

[Anonymous No.51082337]

>>51082239
When your hardware purchased on loan is being paid for via your cloud service then you're solvent on the loan. The moment some of your users dry up you become insolvent because you're sitting on a loan that no one is paying for.

A perfect example of the revenue sharing Burry is talking about is Sony with the Playstation 5. Console are mostly sold at a loss, and even if it isn't a direct loss it's very poor returns. The point of selling the consoles is so that you make money back with licensing and taking your 30% pound of flesh from game sales. What happens when those game sales dry up in a recession? Bad news for Sony. This kind of problem is everywhere now.

[Anonymous No.51082392]

>>51082046
This.

[Anonymous No.51082509]

>>51082287

Sounds like a wagie cope title

>I’m a SALES engineer

[Anonymous No.51082913]

>>51082337
No.
Solvency is if your current assets exceed your current liabilities. If you have contracts that your customers will pay you for the next 2 years (we assume that all pay on time) for which the total amount is greater than your current liabilities than we can recognize you as solvent, ie: presumably just with what you have on your books you should be able to pay back your loans. If your customers can cancel at any time though, or you are counting on future revenue that you haven't booked yet to pay off your loans, then you are technically insolvent.
You can remain insolvent a long time as long as you are able to pay the interest on your debt, but when you become illiquid, ie you're not making enough revenue to cover coupon payments, you quickly implode.

[Anonymous No.51082937]

>people still pay subscriptions
LMAO

[Anonymous No.51082962]

imagine the Q tier boomers cashing out their 401k because wwg1wgaburry dropped a new tweet.

why does the CIA think it's so funny to attack the elderly with psyops?

[Anonymous No.51083042]

>>51082913
No.
>If your customers can cancel at any time though, or you are counting on future revenue that you haven't booked yet to pay off your loans, then you are technically insolvent.
Cash flow capacity (an average value) is what determines solvency, not a minimum possible cash flow like you're suggesting (which is always zero).

By your definition every business is insolvent because there's always a chance that money won't come in for whatever reason.
Being illiquid is when you are insolvent and your cash flow isn't covering your debt and you have no more liquid assets to sell off to continue to cover that debt. That's why it's called being illiquid.

[Anonymous No.51083067]

>>51081701
you're all a bunch of niggers with no experience.
Old days: office, mainframe, pc's, desks, people around.
Now: wfh, contractors, cloud based, no hardware, less office lease and nothing on the balance.
Which of the two do you think will have more luck at a bank discussing a credit line to bridge the recession?

[Anonymous No.51083095]

>>51083067
to sum up, business nowadays can start on a dime, pay as you go. But they're incredibly fragile as a result, one bad sales Q and they can't pay all that opex and they disappear.

[Anonymous No.51083101]

>>51081912
can’t stop laughing at this lmao

[Anonymous No.51083138]

>>51081726
Based bullchad
>>51081794
Gay bobo

[Anonymous No.51083159]

>>51081790
it doesn't even seem true in many cases
sure some people might cancel the netflix subscription to save money but are business really going to cancel their microsoft office subscription if they rely on it?

[Anonymous No.51083214]

>>51081701
So use bch or ltc to pay for micro transactions on these services and never subscribe again.

[Anonymous No.51083452]

>>51081701
i run a saas business, if your client has time using it and works for him he won't cancel, if he just started using it, well your fucked

[Anonymous No.51083471]

>>51083452
What your area. Just curious

[Anonymous No.51083578]

>>51083471
Maintenance and repair services management

[Anonymous No.51083649]

>>51081701
GOOD EAT A DICK, ADOBE,

[Anonymous No.51083701]

>>51081850
burry has the money to gather intel info like this >>51082110. he's not talking out of his ass

[Anonymous No.51083814]

>>51082046

>sales engineers

[Anonymous No.51084228]

>>51081867
If you dont think people have internet and content addictions on par with drug addictions you're in for a surprise.

[Anonymous No.51084395]

>>51082033
why do retarded zoomers keep saying this? His 13F fillings are publicly available. He's a normal value investor. He's been long on all sorts of growth stocks like Apple over the past two decades. He was first to GME. He was first to OXY before Warren Buffet. What the fuck are you talking about?

[Anonymous No.51085831]

>>51081806
Many of the subscription services are not 100% necessary though. Yes, the ones hosting your website is necessary, but how about the one you pay to automatically handle employee expenses, or the software that HR uses to automate feedback, etc. there is a retarded amount of unnecessary bloat in terms of subscription software in the corporate world.

[Anonymous No.51085843]

>>51081794
he's a terrible trader. He told people to short btc at 30k after the may crash saying it was going to near zero. LOL

[Anonymous No.51085892]

The key element here is the multiples he mentions. He's not talking about lower revenue from cancelled subscriptions, he's talking about Wall Street shitting their pants when their beloved tech growth stocks start seeing accelerating shrinking of subscribers.

[Anonymous No.51086418]

>>51081713
that im about to drop ONE of my subs cause life is CRUSHING me rn, fr fr all the caps

[Anonymous No.51086674]

>>51085843
Um, it dropped nearly 50% thereafter. What are you talking about?

[Anonymous No.51087178]

>>51082221
HBO Max is fucked right now, at this very moment. I really doubt the C level have the insight to know subs are going to die, and they probably also lack the humility to listen to their analysts. These corporations are run by children.

[Anonymous No.51087200]

>>51082248
You are an utter schizoid incel.
Businesses prefer cash on hand over cashflow in the future every single time and if they can offer that with a single discount, even better. Theyre making money no matter how you slice it. I am paying 50 bucks for 6 months of cellphone usage instead of 80. That is almost a 40% discount as well, and its all about them being able to plan ahead with money that they already have, not relying on the option of potential income.
Your little "shit hits the fan" bullshit scenario is hilarious, you mutts are paying much less for energy than us Europoors and yet we still consoom and nothing ever happens and bobo bitchboy burry will fomo back into the markets in q3 because he is a pussy, trying to act tough with his doomsday prophecies and muh prison stonks.

[Anonymous No.51087221]

>>51082337
>consoles always worked this way
>consoles worked this way during the 80s, 90s and 2000s, multiple gigantic crisis moments
>but now its over and the model is broken, it's totally not the fact that people realise that consoles offer basically no incentives over a desktop pc, no it's muh "subscription model is broken"

[Anonymous No.51087238]

>>51081819
people pay for calendly? wth? there's google calendar so scheduling isn't a complete hassle. but for other things - ah back to janky inhouse solutions or throwing everything into a spreadsheet?

[Anonymous No.51087245]

>>51082937
zoomers and boomers never learned how to torrent, it's just a millenial thing

[Anonymous No.51087423]

>>51081713
It gon go up

[Anonymous No.51087499]

>>51081701
the borrowing rate will continue to increase for q3 and q4 into the start of q1, the sales and subscriptions will go down dramatically over the reporting period into q2 2023. Most likely fed pivot starts Jan 2023 ahead of max at Feb 2023 as it has started usually 1-2 months before peak in the past, and highly unlikely to start during a holiday month for sales with them wanting to slow down consumer spending in the short term to bring down inflation overall, dumb as it sounds, also add in Jan is known as the month normal folks dump stocks/investments for taxes and paying off christmas debts.

[Anonymous No.51087540]

>>51083042
>By your definition every business is insolvent
Know how I can tell you only started following business in the last 10 years?
Negative net worth is of insolvency.
https://en.wikipedia.org/wiki/Insolvency
>Being illiquid is when you are insolvent and your cash flow isn't covering your debt and you have no more liquid assets to sell off to continue to cover that debt. That's why it's called being illiquid.
Correct. I'm glad you understand.

[Anonymous No.51087545]

>>51081806
>if you think it's "easy" for a corporation to go back to non-cloud then you've clearly never had a job in your life.
Kek this is the most retarded sentence ever.
I'm a fisherman and i don't even know what the cloud is, and i can guarantee you my job is way more real than your faggoty make-pretend bullshit job who is basically daycare for unproductive adults.

[Anonymous No.51087603]

>>51087200
i live zoomers and their attention spans, thinking 6 months is a long term view lol
>if it isn't happening NOW its never happening
>omg how did no one see this coming
this is why you're the best goys

[Anonymous No.51087633]

i used to like this guy but as the year drag on i realise he is a retarded faggot like most degens. i'm not saying he's wrong, i'm just saying he is just as retarded as us

[Anonymous No.51087679]

>>51081759
>>51081784
This
>>51081780
I work for a SaaS company. Sometimes it's hilarious how little some customers use our software despite paying full price. But then you see how dependent they've become on one feature and it makes you feel more secure. This is something you see on any software/ERP implementation: one user, one team will have a weird, random requirement and they must have that feature and they'll stonewall any progress until they get it or are fired. And once they have it, they won't give it up even if it's dumb, counterproductive, and a waste of time/money.

During the COVID downturn we saw customer re-evaluate their subscription model and attempt to re-negotiate lower fees since their business was drying up but their user costs remained the same. It didn't really work, particularly because they didn't know when business would come back so they couldn't just temporarily cut out a permanent solution. So they made cuts elsewhere.
>>51081934
This makes more sense if you're a hardware provider. But the margins AWS has are insane so it seems like they've padded it out enough to be able to weather a downturn. (they charge about 10x what I would be able to charge for the same hardware rental for example, so if they were only able to charge 1/10th the current rate maybe they'd remain barely profitable while I would be screwed).

[Anonymous No.51087688]

>>51082070
No, it was always going to happen. You make money on the upswing and the planned demolition. Not demolishing the economy would be akin to throwing away profit for no reason. Demolishing it was always part of the plan, same as the fraudulent ratings, etc. Burry just lucked into it and thought he was a genius for figuring out a massive fraud, but he never seems to understand human nature and that it was all intentional.

[Anonymous No.51087693]

>>51081806
You can easily shut down a service. What do you think Google seems to do all the time? They shrink their fleet until they put their service offline.

[Anonymous No.51087703]

>>51087545
Based fishing chad.

[Anonymous No.51087717]

>>51082016
Because it's not like flipping a switch. The last ERP project I worked on was relatively small scale, took 3 years, cost millions of dollars, and was only for a few hundred employees. Transitioning away from that to something else, no matter how "free" or "cheap" it is, still involves the same amount of planning, testing, re-training, etc. and now you're doing it for half as many employees. I'm sure they'll make cuts where they can, but it'll be to stuff that's not as integrated and easier to cut (Calendly is a good example, mailing list software, etc. might be others).
>>51083095
We got rid of our offices and as a result layoffs were less severe than they normally would've been, so we traded rent for salaries. We'd just layoff people such as sales (who aren't bringing in any buyers anymore), QA & development (who aren't as needed anymore), and an appropriate % of managers. HR overhead could be reduced as well, but since they're the ones managing layoffs usually they'll protect themselves as much as possible.

[Anonymous No.51087964]

>>51087545
As someone who actually works in tech, this guy is right. Most of the software is just legal compliance bullshit and it's all garbage. Going back to first principles is easier than anyone realizes.

[Anonymous No.51088013]

>>51081856
>AWS won't
delusional. AWS is currently way overused because money is non issue. Once recession starts and money is tight most SMEs will move back to self hosted solutions. IT infra has cyclical nature
>highly centralized hosting
>decentralized hosting via hosting providers
>back to centralization
it goes on and on

[Anonymous No.51088044]

>>51081780
That is complete fucking bullshit. Companies can't just "cancel their sub" and pivot to another technology whenever the fuck they want. They're often stuck with the same platforms/software for decades because they literally can't get rid of it or their entire business collapses.

Burry is a broken clock and once again he has no idea what he's talking about.

[Anonymous No.51088060]

>>51081713
Short netflix

[Anonymous No.51088121]

>>51086418
I legitimately cannot understand how morons justify maintaining so many bullshit subscriptions. I have 3, and even then probably 1 of them will be likely cut off soon and I've worked out the other 2 could be optimised down substantially without consequence so that's going to happen soon. What the fuck.

[Anonymous No.51088199]

>>51082110
Can confirm, am in business that has seen last 6 months tank. Everybody is seeing it. It's not that competitors are stealing customers either, EVERYONE is way down.

Something big is coming very soon.

[Anonymous No.51089517]

>>51082110
I work for a large software and hardware company and we've posted record profits in so far this year.

[Anonymous No.51089651]

>>51087717
>The last ERP project I worked on was relatively small scale, took 3 years, cost millions of dollars, and was only for a few hundred employees.
That a lot of money for an erotic roleplay.

[Anonymous No.51091333]

>>51085843
I made 159K shorting BTC from 31 to 17.6K LMFAO. Riding a short from 24K now down to 11-14K area. Stay poor faggot. The real money is made on the down trend, not the uptrend. Look at Soros or any other rich fag that made it playing the markets. You win by BEATING the markets. Not going with it like some retarded cattle bullnigger faggot.

[Anonymous No.51092278]

>>51091333
Absolutely based post. Irrational Burry hating zoomers btfo!

[Anonymous No.51092395]

>>51088044
Transferring from aws to azure isn't actually that difficult.

[Anonymous No.51092416]

>>51081701
oh no my heckerino netflix stock who could have forseen this

[Anonymous No.51092686]

>>51087688
checked

[Anonymous No.51093021]

>>51082509
no this is actually pretty legit, if you are that good at engineering and that good at sales, you can combine both to make major fucking money
>t.reports to sales engineer at work

[Anonymous No.51093051]

>>51081701
>4th Q
So this retard is another Qanon schizo

[Anonymous No.51093241]

>>51081934
Are you aware that AWS is running on 30% margins for years basically? Open their books.

[Anonymous No.51093271]

>>51087679
It’s amazing how short term some businesses operate, it’s like watching people buy absolute shitcoins. They really need to be cleansed by a recession.

[Anonymous No.51093318]

>>51093241
There are hidden costs you don't see. If they could afford to go lower to compete more with Azure and Google Cloud they would.

[Anonymous No.51093414]

>>51086418
These are the people destroying our planet, lives and society. It is because of morons like this that everything is turning to shit. Never think, only consume.

[Anonymous No.51093511]

>>51081701
How is that blackpilling? If anything that should be a great thing, companies that overshoot on one specific and shitty thing for quick cash that they only make worse overtime will fall to the wayside and go the way of the dodo. I’d much rather have a few solid and stable companies around than millions of parasites looking to only pump and dump your wallet on an unstable model before the crash hits.
>inb4 muh jobs
In that case then pic related, they were on borrowed time either way. If anything everyone should take from this as looking at jobs less as a long term career and more as a constantly changing thing that can flip upside down in a second and let you go. That single company loyalty career shit died with the boomers.

[Anonymous No.51093664]

>>51087245
i'm a zoomer and i sail the high seas

[Anonymous No.51093844]

>>51081831
> large corps shun cloud subscriptions
> instead, now they need to purchase more server equipment and staff it with more people actively monitoring the health and security of their network
> all so they can avoid cloud subscription
Yeah, I don’t see that happening for any large company at all. Give me one example of a company that has a billion dollar mcap.

[Anonymous No.51093966]

>>51081850
seethe bulltard

[Anonymous No.51094107]

>>51087545
tfw no fishing frens

[Anonymous No.51094133]

>>51081794
Michael burry is nothing special. He throws shit until it sticks and it’s fags like you that back him up.

[Anonymous No.51094450]

>>51081701
You'll own nothing and you vil be happy.

[Anonymous No.51095891]

>>51081852
>what is anecdotal evidence

[Anonymous No.51095991]

>>51081780
Except npcs have already been squeezed multiple times over the price of one off buy. I think there’s simply no more money to squeeze from npcs and they’ll slowly start cancelling their hundred subscriptions as costs of food and fuel go up

[Anonymous No.51096032]

>>51095991
> I think there’s simply no more money to squeeze from npcs
Yeah, pic related.
But you know who aren't totally debt saturated yet?
Immigrants.

[Anonymous No.51096039]

>>51082013
I literally struggle to find a young female without a phone outside. It’s like they’re glued to their hands, that’s definitely a peak level addiction.

[Anonymous No.51096068]

>>51093021
So what do they do?

[Anonymous No.51096107]

>>51082013
>but I think it's far easier for someone to leave the phone at home and go out for a little bit or take a vacation
I've never heard of someone leaving the house without their phone other than my dad who doesn't know how to use a smart phone.

[Anonymous No.51096226]

>>51087200
>ad hominem symphony
>is this the real reeee? is this just projection?
>Caught in an essay, no substance at all to see

[Anonymous No.51096274]

>>51091333
>it’ll hit 11-14 b- because it will okay??!

[Anonymous No.51096881]

>>51084395
>He was first to GME
that would be zerohedge by a very large margin

[Anonymous No.51096994]

>>51081713
Hard times for streaming services and multinational software companies with revenues based on subscription models (autodesk, adobe).

[Anonymous No.51098685]

>>51096068
they sell engines dumbass

[Anonymous No.51098802]

why the fuck does anyone care
you know who listens to burry? retail retards who saw the hollywood movie and think its accurate to real life. every day for years he boboposts, it's his whole thing, who cares. its like peter shiff saying price goes down, he always says that over and over. every tweet you salivate and masturbate yourselves over it. hes like a weatherman who says every day that its gonna rain. eventually it does rain and you piss and shit yourselves over it like he's your financial crystal ball. just shut the fuck up

[Anonymous No.51098823]

>>51098802
>why the fuck does anyone care
>you know who listens to burry? retail retards who saw the hollywood movie and think its accurate to real life. every day for years he boboposts, it's his whole thing, who cares. its like peter shiff saying price goes down, he always says that over and over. every tweet you salivate and masturbate yourselves over it. hes like a weatherman who says every day that its gonna rain. eventually it does rain and you piss and shit yourselves over it like he's your financial crystal ball. just shut the fuck up

[Anonymous No.51099735]

my friend works at klarna and he said they were spending 20 million a year on splunk, but then got rid of it because it wasn't even used that much
it's definitely bubbly in the saas world at some places
my company isn't that large but we also spend tons on snowflake and no one knows wtf it's even used for as well

[Anonymous No.51099765]

>>51096881
No

[Anonymous No.51102224]

literally WHOMST???

[Anonymous No.51102690]

>>51087200
fag you can take out debt backed by accounts receivable and recognize it as revenue.

[Anonymous No.51102717]

>>51081701
>Just 2 more quarters, you'll see.
It's over Cassandra

[Anonymous No.51103419]

>>51099735
The software support license stuff is a huge racket. Companies are required to get it for insurance or policy reasons I think. They never use it.

[Anonymous No.51104093]

>>51091333
>The real money is made on the down trend
LMAO

[Anonymous No.51104107]

>>51084395
this
he's famous for his short (that almost got liq) but the truth is, if you wanna make money, you can't fight low interest rates, you have to put money in growth (or in inflation at least)

[Anonymous No.51104113]

>>51081701
THIS NIGGA IS GOING TO GET HEEMED
ZOOM OUT SCHIZO
BULLS NEVER LOSE
WE'VE BEEN IN A 1000 YEAR BULL RUN
BOBO NEVER GETS TO CUM

You will kneel.

[Anonymous No.51104228]

>>51092395
>Transferring from aws to azure isn't actually that difficult.
Getting a decade+ old global company like mine switched was a huge effort

[Anonymous No.51104484]

>>51088013
>Once recession starts and money is tight most SMEs will move back to self hosted solutions. IT infra has cyclical nature
makes zero sense. AWS is capable of economies of scale, for energy usage, material, maintenance, etc. No one is EVER going to move back to on-premise servers. no one.

[Anonymous No.51105026]

>>51083095
>>51083067
What are you? Based or something?

[Anonymous No.51105042]

>>51087238
>there's google calendar
>calendly

> He does not use open-source selfhosted time-management solutions on a Pi stack running *nux stuck to the table with an adhesive.

NGMI

[Anonymous No.51105044]

>>51081701
Burry's Bottoms, selling the bottom all day everyday.