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Michael Burry calls Nvidia 'a heck of a trade' while betting big on MercadoLibre $NVDA #markets# #trading# #business#
MICHAEL BURRY SAYS HE SOLD 25% OF HIS SEMICONDUCTOR ETF PUTS
Michael Burry Says He Sold 25% Of His Semiconductor ETF Puts
Michael Burry looking at the market today:
Michael Burry Says This 'Mall Dinosaur' Stock Could Double.
Michael Burry followed Anthropic’s cash and saw familiar names
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Michael Burry (@michaeljburry) warns Anthropic's IPO filing exposes a dangerous web of circular financing across the AI boom. $QQQ $SMH
Anthropic disclosed $537B in compute commitments, while quarterly revenue growth slowed to 46%.
$AMZN, $GOOGL, and $MSFT act as both cloud providers and equity backers, compounding potential downturns.
Forward PEG ratio:
Alphabet = 2.1
Microsoft = 1.7
Seeking Alpha Quant Rating for Alphabet: Hold.
Seeking Alpha Quant Rating for Microsoft: Hold.
For Burry's thesis to fail, rising model efficiency must generate massive volume rather than shrink compute demand.
Is the AI boom built on circular financing?
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Michael Burry on $MSFT:
“I have thrown every negative thesis I have at it, but it comes out looking pretty good nevertheless.”
Michael Burry Says Anthropic’s IPO Filing Has a Lot, but ‘Nothing That Changes’ His View: Big Short Investor Calls Out ‘Slowing’ Revenue Growth.
