2008 finans krizini öngören Michael Burry, piyasaların ana zirvesine yakın olduğunu ve 1987 benzeri bir düşüş ihtimalinin bulunduğuna inanıyorken, düşük volatilite nedeniyle artan kaldıraç kullanımının riskini vurguladı.
Michael Burry, S&P 500 ve Nasdaq rekor kırarken 1987 benzeri sert bir düşüş uyarısını yineledi. Yatırımcı, Nvidia, Tesla ve bazı yarı iletken hisselerinde açığa satış pozisyonlarını koruduğunu açıkladı.
Michael Burry warned that the S&P 500’s record run could still reverse sharply in a 1987-style sell-off. He said he remains short several AI- and semiconductor-linked stocks despite the market rally.
Die US-Börsen verzeichnen neue Rekorde, angetrieben durch gute Quartalszahlen und Aussichten auf eine Öffnung der Straße von Hormus. US-Finanzminister Scott Bessent stellt eine baldige Einigung mit dem Iran in Aussicht, wodurch auch die Ölpreise sinken.
Michael Burry, famous for predicting the 2008 housing crash, has bought shares in DraftKings and Flutter Entertainment. He believes regulators will eventually crack down on prediction markets, benefiting these established sports-betting operators.
Ünlü yatırımcı Michael Burry, ABD Başkanı Donald Trump'ın kısa pozisyon alan yatırımcıları hedef alan açıklamalarına sert tepki gösterdi. Burry, Trump'ın yatırım anlayışını eleştirerek, kısa pozisyon yatırımcılarının risklerine dikkat çekti.
Michael Burry has initiated a short position against Micron Technology, citing 'historically extreme' stock levels driven by AI hype and FOMO, not fundamentals. He points to the company's cyclical history and poor profitability metrics as indicators of significant downside risk.
Michael Burry has initiated a bearish position against Caterpillar, citing its overvaluation as a proxy for AI infrastructure. He also expressed broader concerns about the AI stock rally, comparing the current market to the dot-com bubble.
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.
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.
GameStop's $55.5 billion eBay bid broke the Berkshire-style thesis the “Big Short” investor had bet on since January.
