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Don't remind me again today

Big moves brewing as 13F season rolls around again. Buffett's been unusually quiet this cycle while Michael Burry just made waves with his latest portfolio reveal. Worth watching how these heavyweight investors are positioning themselves.



Meanwhile AMD's catching fire on the charts, and Broadcom keeps doing its seasonal thing like clockwork. Earnings reports dropping left and right this week—the kind of volatility that either makes you or breaks you.

Anyone else tracking how traditional finance heavyweights are adjusting their bets? Sometimes their moves signal bigger shifts coming down the pipeline.
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SudoRm-RfWallet/vip
· 10h ago
Buffett is holding back a big move again, I'm just waiting to be Be Played for Suckers haha.
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AlwaysAnonvip
· 11-13 16:03
Buffett has been a bit eerie with his silence this time, could he be holding back a big move? That guy Burry has come up with new tricks again... The recent rise of AMD is indeed interesting, but I still want to see how the pros are positioning themselves. The 13F filings really can reveal something. This week's earnings are explosive, it's either profit or loss, no middle ground. The actions of big institutions... to be honest, sometimes you can indeed sense the direction, it just depends on whether you can catch the rhythm.
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TokenStormvip
· 11-13 16:02
Buffett's silence this time makes me a bit uneasy. On-chain data shows that institutions are quietly building positions. There must be a story behind AMD's recent rise in momentum. I need to backtest Burry's holdings logic carefully. Historically, this kind of signal has appeared, with a 34% probability of a market turning point next week. During the earnings report week, this volatility is easiest for retail investors to get trapped. I've already calculated the liquidation price, just waiting to be liquidated [GT]. The big players in TradFi are taking action, and we small fries can only follow the trend. The eye of the storm is always the safest position, right? I've been watching Broadcom's seasonal routine for several years, but the data shows that this year's risk factor is a bit high.
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rugpull_survivorvip
· 11-13 15:45
Buffett has really gone silent this time, feels a bit strange... Burry makes a move and immediately stirs things up, this comparison is quite extreme.
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YieldWhisperervip
· 11-13 15:39
lol buffett's silence is just him waiting for another 30% crash, not some 4d chess move. watched his playbook since 2008—dude only moves when everything's on fire. burry's positioning always looks smart until the fed changes course and suddenly his whole thesis evaporates. seen this movie before.
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