Michael Burry’s latest trades have been revealed in SEC Filings.
Use code FinTek at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/fintek
Michael Burry has just made his first public market move in years, placing a $1 billion short against AI giants Nvidia (NVDA) and Palantir (PLTR). In this video, we break down his latest 13F filing, the data behind his trade, and the three charts he posted after returning to Twitter. We analyze what Burry may be seeing in the “AI circular economy,” where companies like Nvidia, OpenAI, and Oracle are investing in each other, creating what some investors call “fake growth.” We also examine how record technology CapEx spending, slowing cloud revenue growth, and margin debt levels may echo the conditions before past crashes like the dot-com bubble and the 2008 housing collapse.
You’ll see what Burry’s options positions really mean, why timing makes shorting risky even for professionals, and how his trades compare to past calls that made him hundreds of millions during market collapses. The video also explores counterarguments from analysts, AI executives, and investors who believe today’s AI leaders like Nvidia and Google are fundamentally different from the dot-com era. Finally, we look at how everyday investors can manage exposure to AI-heavy markets through diversification and long-term positioning.
📈 My Portfolio Tracker: https://www.qhkv6trk.com/cmp/6STDQ8/HXP6K/
🔍 Daily Stock market research: https://www.moby.co/try-moby-fintek?uid=69&oid=2&affid=65&utm_source=Everflow
👥 Join my private investing community (for deeper breakdowns & exclusive content): https://www.fintekmedia.com/joincircle
I post daily on Instagram: https://www.instagram.com/realfintek/
I am not a financial or investment advisor. Everything in this video is for entertainment purposes only. Links above include affiliate commission or referrals, and I receive compensation from partnering websites. The video is accurate as of the posting date but may not be accurate in the future.
📈 View My Portfolio with GetQuin: https://www.qhkv6trk.com/cmp/6STDQ8/HXP6K/
🔍 📊 I post daily on Instagram: https://www.instagram.com/realfintek/
I am not a financial or investment advisor. Everything in this video is for entertainment purposes only. Links above include affiliate commission or referrals, and I receive compensation from partnering websites. The video is accurate as of the posting date but may not be accurate in the future.
Use code FinTek at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/fintek
They never make a video when he unbets it a loses like 5%
Nice vid
This bury guy will lose 1 billion I can guarantee that !! Buffet just bought the biggest AI stock
Burry just dumped 1B into puts?? Market’s gonna tank hard in 2025, I feel it. Sold half my tech bags this morning, heart racing.
Burry just dumped 1B into puts?? Market’s gonna tank hard in 2025, I feel it. Sold half my tech bags this morning, heart racing.
Burry just dumped 1B into puts?? Market’s gonna tank hard in 2025, I feel it. Sold half my tech bags this morning, heart racing.
Burry just dumped 1B into puts?? Market’s gonna tank hard in 2025, I feel it. Sold half my tech bags this morning, heart racing.
He’s a jackass
There is a problem betting on history repeating. As Samuel Clemmens opined "History doesn't repeat, it rhymes". And the rhyme right now? Well it's been a new generation of "clever" investors since 2007. They would say it is different this time. Sure. And won't they be surprised that there are similarities. But the bet has to be "time", and how long can you hang on to be proved right? Good luck, but there is a recession coming, and the more people say it, the more people hang on to their money and that makes it more likely, and sooner! What price gold?