"The risk for $SIVB is that deposit outflows accelerate at such a pace that it is forced to either raise equity capital and/or sell down its HTM securities portfolio, thus realizing substantial losses. You can bet that $SIVB is praying for a Fed pivot!"
https://twitter.com/RagingVentures/status/161582608803847373...
Why not? It shows who was actually looking at the numbers and who was not buying on the popular narrative. This is a public company, now looking back, there are a lot of warning signs. Turns out that even a lot of professionals DID know and told us about those warning signs.
Nothing to do with being lucky and no comparison whatsoever with the lottery numbers, they based their assessment on public information available to all of us, not randomly guessing that one day SVB might fail.
You’re saying that we should ignore detailed analysis that correctly diagnoses issues - for no reason at all?
I see the point you're trying to make. Conspiracy theorists should be treated as broken clocks. If people have evidence but are simply being ignored then I think it's wise to listen to those people.