Why Michael Burry Is Doubling Down on DraftKings Stock As prediction markets shake up sports betting, Michael Burry is betting the odds will swing back in DraftKings' favor. Barchart · Aug 4
The Bull Case for Zoetis Stock as Michael Burry Doubles Down Michael Burry has chosen to believe in Zoetis’ growth story by increasing his position. Barchart · Aug 3
You Hit Micron’s Bear Thesis Every Time ChatGPT Says ‘Start a New Chat.’ Burry’s MU Short Might Be Onto the Same Thing. Michael Burry’s latest Micron short highlights a long-term bear case that hinges on AI breakthroughs reducing future memory demand. Barchart · Aug 3
Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout Michael Burry is doubling down on his cautious view of the artificial intelligence trade, increasing his bearish exposure to NVIDIA Corp (NASDAQ:NVDA) while expanding outright short positions in Micron Technology Inc (NASDAQ:MU) and the iShares Semiconductor ETF (NASDAQ:SOXX). Benzinga · Jul 31
'The Market Has Voted': Michael Burry Warns Big Tech's AI Spending Is Harming Stocks While Apple Wins How AI investment strategies are impacting major US tech firms and what a potential market correction could mean for UK pension holders, according to Michael Burry's analysis. International Business Times UK · Jul 31
AI Big Short? Why rising credit default swaps are spooking investors and how is it similar to 2008 housing crisis Rising credit default swaps on major technology companies are fuelling concerns over a potential AI-driven market correction. Investors are drawing parallels with Michael Burry’s successful 2008 bet, while surging AI spending, leverage and elevated valuations intensify debate over whether markets are becoming overheated. The Economic Times · Jul 30
Quote of the day by Michael Burry: "People want an authority to tell them how to value things, but..." — Life lessons on critical thinking, financial wisdom, and why questioning familiar voices can lead to wiser choices by the American investor and hedge fund manager known for predicting the 2008 financial crisis Today's Quote of the Day by Michael Burry: The famous quote by Michael Burry highlights how people frequently outsource valuation decisions to authority figures based on emotional familiarity rather than objective facts. Burry points out that popular consensus often masks underlying risks, leading individuals to misjudge value in markets and… The Economic Times · Jul 29
Dear Palantir Stock Fans, Mark Your Calendars for August 3 Palantir’s Q2 earnings are just around the corner as the results could determine the stock’s near-term trajectory. Investors will circle this date. Barchart · Jul 29
Michael Burry Is Doubling Down His Short Bets Against Micron and Nvidia. What That Tells Us About the Future of Chip Stocks. Michael Burry has added to his short position on Micron per a new Substack post. Barchart · Jul 29
Michael Burry Warns Nvidia's 'Overreaching' Is Pushing Circular Spending to 'Biblical Proportions' Amid Surge in Credit Default Swaps ‘Big Short’ investor Michael Burry is sounding the alarm on Nvidia Corp. (NASDAQ:NVDA), claiming the AI giant’s strategic financial “overreaching” has escalated its “circular spending” to “biblical proportions,” which he argues is driving a massive spike in the company’s credit default swap risks. Benzinga · Jul 29
Nvidia Funds AI Frenzy: Timeline of its Circular Financing Deals ... So Far NVIDIA Corp. (NASDAQ:NVDA) is reportedly in talks to guarantee roughly $250 billion in financing for OpenAI‘s new 10-gigawatt Ohio data center, a project developed by SoftBank’s energy subsidiary, SB Energy, according to The Wall Street Journal. Benzinga · Jul 27
Michael Burry Says Wall Street Has Turned on Big Tech's AI Spending: 'The Market Has Voted' The ‘Big Short’ investor Michael Burry on Sunday said the market has delivered its verdict on Big Tech’s artificial intelligence (AI) spending, with investors increasingly favoring companies showing stronger returns over larger capital commitments. Benzinga · Jul 27
Nvidia Reportedly Moves to Backstop $250 Billion in OpenAI Data Center Financing, Michael Burry Says, 'Around and Around We Go' Over the weekend, ‘Big Short’ investor Michael Burry and tech commentator Ed Zitron voiced concerns after a report said Nvidia Corp (NASDAQ:NVDA) is considering backing billions of dollars in financing to support OpenAI’s massive AI infrastructure expansion. Benzinga · Jul 27
Michael Burry: 'The Guaranty System Ends With the Taxpayer,' Points to New Study on Hidden Insurance Risk Michael Burry spotlights research warning that losses tied to private credit at life insurers could ultimately flow through state guaranty systems. International Business Times UK · Jul 26
Benzinga · Jul 23 Michael Burry Warns on Long Bonds: Which Treasury ETFs Are Most — and Least — Exposed? Michael Burry has put long-duration Treasury bonds back in the spotlight, warning that a combination of AI-driven debt expansion, rising inflation volatility, elevated oil prices and mounting stress in the Treasury basis trade could keep upward pressure on long-term yields — a challenging backdrop for long-duration bond ETFs.
Benzinga · Jul 23 Michael Burry's Chilling Warning as $100 Oil Collides With AI Debt Explosion: 'Not Sure How Much Longer' Michael Burry is warning about a market collision: rising oil prices, an artificial intelligence debt binge and mounting pressure in long-duration Treasuries.
Benzinga · Jul 22 Michael Burry Mocks Need for a Humanoid Robotics 'ChatGPT Moment,' Says AI's Biggest Breakthrough Was Making 'Cheating In School A Literal No-Brainer' ‘Big Short’ investor Michael Burry questioned the need for a “ChatGPT moment” in humanoid robotics early Wednesday, saying generative artificial intelligence had already delivered its biggest breakthrough, as Tesla Inc. (NASDAQ:TSLA) and other companies bet on human-like machines as the next growth market.
Barchart · Jul 21 Michael Burry Is Betting Big on Hong Kong Stocks. Why He Likes JD.com Shares Here. Michael Burry is turning bullish on Hong Kong stocks and piling into JD.com’s shares.
Barchart · Jul 21 3 Hong Kong AI Stocks to Buy Now If You Want to Invest Like Michael Burry Michael Burry is turning bullish on beaten-down Hong Kong AI stocks, JD.com, Alibaba, and Tencent, which could offer compelling long-term upside as the AI race enters its next phase.
Barchart · Jul 20 The AI Inflection Is Likely to Support a Re-Rating of Baidu Stock Baidu shares are up on reports it will upgrade its Hong Kong listing.
Benzinga · Jul 20 Michael Burry Says '95% of Investors' Have No Real Idea What They Own—and Prefer It That Way “The Big Short” investor Michael Burry said Sunday the real problem isn’t that investors don’t know what they own, it’s that most of them prefer it that way.
MarketBeat · Jul 16 PayPal Stock Surges on $53 Billion Stripe-Advent Buyout Bid Stripe and Advent International offered $60.50 per share, or $53 billion, for PayPal, but investor Michael Burry and PayPal's fundamentals suggest the bid undervalues the payments company.
Barchart · Jul 16 Here’s the ‘Baby Buffett’ Investing Story I Meant to Write Before BlackRock Distracted Me. The case for billionaire Taylor Swift as the next Warren Buffett, and how to track a core watchlist of picks at Barchart.
International Business Times UK · Jul 15 PayPal Stock Soars After Stripe's $53 Billion Bid, But Michael Burry Says It's Still 'Too Low' PayPal stock rallied after Stripe and Advent's reported $53B offer. Michael Burry says the bid is too low and expects it to rise.
International Business Times UK · Jul 15 Stripe's $60.50/Share PayPal Offer Is 'Simply Too Low,' Says Michael Burry: Values Shares at Up to $115 PayPal shares rose over 21% during premarket hours on Wednesday after Stripe's $53 billion buyout offer, and Michael Burry's claim that he won't sell the stock despite the premium.