The Big Short vs the Nostradamus of AI
Michael Burry has been short Micron $MU since July 2nd, adding to the position again this week
Leopold Aschenbrenner was reported to have opened call options in the following, all expiring October 2nd:
• Micron $MU: $44M
• SanDisk $SNDK: $41M
• Intel $INTC: $11M combined position
• Marvell $MRVL: $11M combined position
Here's the scoreboard:
• Burry Tracker is up 2% YTD on Autopilot
• Leopold Tracker up 84% since March on Autopilot
• $MU is up 2% since Burry's short opened
• Today’s price, Leopold's bet would already be profitable by ~$74/share
Leopold’s next 13F filing releases November 16 and then we see how his fund held up