Michael Burry, "Big Short" investor, criticizes Palantir stock as a "sand castle" due to its decline and inflated valuation, while increasing his stake in Chinese tech giant Alibaba, citing its AI strategy and buyback program as undervalued opportunities.
Michael Burry, known for predicting the 2008 housing crash, has no stake in SpaceX, despite considering bearish options. He questioned the company's nearly $3 trillion valuation, deeming its put options too expensive and calling SpaceX a "small space company, a niche telecom, a bedeviled social media company, and a Coreweave-light."
Ünlü yatırımcı Michael Burry, Elon Musk'ın şirketi SpaceX'e karşı 'short' işlem açmayı düşündüğünü ancak opsiyonların pahalı olması nedeniyle vazgeçtiğini belirtti. Burry, SpaceX'in 3 trilyon dolarlık piyasa değerini sorguladı.
電影《大賣空》主角原型貝瑞表示，他曾研究過數筆與SpaceX相關的看跌選擇權交易，但最終因價格過於昂貴而放棄，目前並未持有SpaceX的任何部位。他質疑SpaceX的估值規模，並將其比喻為小型太空公司、電信業者、社群媒體公司及縮小版CoreWeave，年營收不到200億美元，但市值已超越波克夏海瑟威。
Michael Burry, known for "The Big Short," revealed he has no position in SpaceX, citing expensive bearish options. He questioned the company's nearly $3 trillion valuation, calling it a "small space company" with less than $20 billion in revenue, and noted it now surpasses Berkshire Hathaway's market value.
Investor Michael Burry has increased his stake in Alibaba, buying shares at $111.90 and calling it China's most advanced AI company. This move contrasts with his bearish stance on US AI firms like Nvidia and Palantir, which he believes are overvalued.
Michael Burry, known for predicting the 2008 crisis, harshly criticized the SEC's tokenization move, warning it could lead to a "cyber-punk world" devoid of human emotion and value.
Big Short filmiyle geniş kitlelerce tanınan yatırımcı Michael Burry, teknoloji hisselerinin değerlemelerini sürdürülemez seviyelere çıkaran "parabolik" yükselişin ardından Nasdaq 100 Endeksi'nin dramatik bir geri dönüşe doğru gittiği konusunda uyarıda bulundu.
Bitcoin touche brièvement 82 000 $ tandis que Michael Burry alerte sur une bulle des actions tech et IA. L’article Bitcoin atteint les 82 000 $ alors que ce magnat de l’investissement prédit un krach boursier est apparu en premier sur Journal du Coin.
Bitcoin touche brièvement 82 000 $ tandis que Michael Burry alerte sur une bulle des actions tech et IA. L’article Bitcoin atteint les 82 000 $ alors ce magnat de l’investissement prédit un krach boursier est apparu en premier sur Journal du Coin.
ABD'de 2008 yılında yaşanan emlak krizini önceden tahmin etmesiyle ünlenen ve kriz öncesi aldığı kredi temerrüt takaslarıyla servet kazanan Michael Burry, bir kez daha balon uyarısı yaptı. Burry, son blog yazısında yapay zekaya ilginin şu an balon seviyesine geldiğini belirtti ve nakde geçiş uyarısında bulundu.
Michael Burry said investors should "reject greed" as enthusiasm around artificial intelligence and momentum-driven trades pushes valuations sharply higher.
Michael Burry, famed for predicting the 2008 crash, warns the stock market's AI obsession mirrors the dot-com bubble. He believes markets are ignoring economic data, driven solely by momentum. Burry cautions that massive AI investments by tech giants may yield no lasting returns, potentially leading to significant market corrections and tech job stagnation.
"Stocks are not up or down because of jobs or consumer sentiment," Burry wrote. "Feeling like the last months of the 1999-2000 bubble."
GameStop's $55.5 billion eBay bid broke the Berkshire-style thesis the “Big Short” investor had bet on since January.
