Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
Michael Burry Scorecard:
$LULU long: bleeding at ~$99.5
$NVDA: near ATHs, he ditched the puts
$CRWV: record revenue guide, short trimmed
$PLTR: ripped ~35% off August lows, dumped those puts too
He's cutting risk everywhere.
And $MU is about to wreck him.