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#nvidia #palantir #ai-bubble #put-options #scion-asset-management #stock-market #investing #short-selling
Artificial intelligence
from24/7 Wall St.
3 days ago

JPMorgan Says Michael Burry Is Dead Wrong About AI

JPMorgan projects sustained AI infrastructure revenue growth that could justify heavy capital spending, challenging Michael Burry's bearish bets on AI-related stocks.
Business
fromFuturism
4 days ago

After Attempting to Short the AI Bubble, the "Big Short" Guy Suddenly Closes Up Shop

Michael Burry placed over $1 billion in short bets on Nvidia and Palantir, then announced plans to liquidate his hedge fund amid misaligned market valuations.
#scion-asset-management
fromBusiness Insider
4 days ago
Business

Michael Burry of 'The Big Short' fame deregisters hedge fund, teasing 'much better things' ahead

Michael Burry terminated Scion Asset Management's SEC registration and will stop managing external client money after holding bearish positions on Nvidia and Palantir.
from24/7 Wall St.
6 months ago
Startup companies

Michael Burry Predicted The Housing Market Crash and Just Sold His Portfolio and Shorted The Market Again

Michael Burry has made significant portfolio changes, selling most of his stocks and positioning for a market downturn.
Startup companies
from24/7 Wall St.
6 months ago

Michael Burry Predicted The Housing Market Crash and Just Sold His Portfolio and Shorted The Market Again

Michael Burry has made significant portfolio changes, selling most of his stocks and positioning for a market downturn.
more#scion-asset-management
Philosophy
fromBusiness Insider
4 days ago

What does Palantir CEO Alex Karp's favorite word actually mean?

Palantir centers its Foundry platform on ontology—philosophical and data models—to organize enterprise data, a concept emphasized by leadership and linked to its stock surge.
US news
from24/7 Wall St.
5 days ago

Here Are Wednesday's Top Wall Street Analyst Research Calls: AT&T, Beyond Meat, Carvana, Fortinet, Snowflake, Waste Managment and More

Stocks rallied while the NASDAQ lagged amid AI valuation concerns and Michael Burry's criticism; Treasury yields rose and oil prices advanced.
#ai-bubble
more#ai-bubble
fromBusiness Insider
1 week ago

'Big Short' investor Michael Burry fires back after Alex Karp blasted his bet against Palantir

The investor of 'The Big Short' fame hit back at the Palantir CEO in an X post on Sunday night, after Karp blasted his latest bets as 'batshit crazy' in a televised interview last week. 'Doesn't surprise me one bit that Alex Karp and his 'ontology' @PalantirTech cannot crack a simple 13F.A fundamental principle of any rigorous ontological/epistemological model - whether philosophical or in data science - is recognizing when your information set is insufficient for valid conclusions,' he added.
Business
from24/7 Wall St.
1 week ago

Why Apple Stock Might Be Spared If an AI Bubble Bursts

With stocks wobbling in the past week over potential AI valuation worries, investors might have noticed that much of the Magnificent Seven has been increasingly choppy while Apple ( NASDAQ:AAPL) has acted like a steady rock, holding its ground at around $270 per share. While the positive initial post-earnings reaction has faded, I do think that investors have a lot to look forward to as the strong early demand for iPhone 17 translates into something bigger as we head into the holiday season.
Apple
Business
from24/7 Wall St.
1 week ago

Nvidia Stock's Path to $350. Could Such a Rally Pressure Burry to Close His Bet?

Betting against Nvidia via put options hinges on precise timing and thesis, and could trigger broad market ripples given Nvidia's massive market-cap concentration.
Artificial intelligence
fromFast Company
1 week ago

Tech's worst week since April shows the AI boom may be breaking

Technology stocks declined on fears of an AI bubble, weak consumer sentiment, rising layoffs, and high valuations despite strong third-quarter earnings.
#put-options
more#put-options
Artificial intelligence
from24/7 Wall St.
1 week ago

Famed Investor Michael Burry Bets Against the AI Boom

Michael Burry is indirectly using options to short major AI-focused large-cap stocks while NVIDIA and Palantir have surged and prompted bubble concerns.
Business
from24/7 Wall St.
2 months ago

Michael Burry of Big Short Fame Loves These 3 Stocks

Dr. Michael Burry bought oversold value stocks LULU, REGN, and UNH for Scion Asset Management in Q2 2025 after heavy Q1 selling.
Business intelligence
fromBusiness Insider
2 months ago

Michael Burry of 'The Big Short' fame just went from bear to bull on stocks

Michael Burry shifted from bearish to bullish, replacing put options with call options and increasing long positions, signaling confidence in rising stocks and company turnarounds.
E-Commerce
from24/7 Wall St.
3 months ago

From Big Short to Big Long: Michael Burry Bets Big on Three Stocks

Michael Burry has shifted from bearish to bullish investments, particularly in Lululemon and other growth stocks.
fromBusiness Insider
3 months ago

Michael Burry of 'Big Short' fame reveals Meta, Alibaba, UnitedHealth bets

Michael Burry made significant portfolio changes in the second quarter by swapping bearish put options for bullish call options, indicating a shift towards more optimistic stock positions.
E-Commerce
Silicon Valley real estate
from24/7 Wall St.
6 months ago

The Big Short's Michael Burry Is Uber-Bearish - Sells Out His Entire Portfolio Except One Stock

Dr. Michael Burry, famous for predicting the 2008 crisis, is currently bearish, recently selling most of his stock holdings except for one investment.
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