Michael Burry Stock Tracker ♟
@burrytracker
Tracking hedge funds and Burry’s stocks.
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Update: Palantir just crossed $190 for the first time in a year
$PLTR now up 669% since Jim Simons disclosed a $21M stake
He first opened the $PLTR position in Q2 2021
Breaking: NVIDIA director Mark Stevens just sold $300M of $NVDA
He's held a board seat since 2008
• Aug 31-Sep 2: Sold $410.8M $NVDA shares
• Sep 4: Sold an additional $235.6M
• Sep 18: Sold an additional $300M of shares
Nearly $947M sold in under a month
Stevens holds $6.3B in $NVDA he hasn't sold
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Breaking: Michael Burry just doubled down on his shorts
He:
• Added to Micron $MU shorts
• Added to Nebius $NBIS shorts
• Added to Semiconductor ETF $SOXX shorts
• Added to Palantir $PLTR shorts
• Bought more QXO $QXO
• Bought more Build-A-Bear $BBW
• Bought more Sprouts Farmers Market $SFM
• Bought more Birkenstock $BIRK
• Bought more MercadoLibre $MELI
Burry said "I find the prices offered by the market rather attractive. All these positions are full positions for me now." per his Substack
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When you realize Michael Burry built new positions in a copper miner, a furniture retailer, and a pet medicine stock… while calling every AI trade a 'woo-hoo'
Breaking: Michael Burry has disclosed his updated positions
He:
• Bought Ero Copper $ERO
• Bought QXO $QXO
• Added to Temple & Webster $TPW
• Added to Sprouts Farmers Market $SFM
• Added to Zoetis $ZTS
On his short book, Burry said: "I did not know any better. Neither shorts covered nor puts sold"
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Pro tip: You're probably overthinking what stocks to buy
Breaking: OpenAl, Anthropic, Google, and xAl just got sued for allegedly colluding to slow down Al development together
Here's what the lawsuit claims:
1. Dario Amodei's Sept 12 essay calling for coordinated Al deceleration is the smoking gun
2. Altman, Musk, and Hassabis all publicly responded in agreement the same day
3. A July 2026 joint statement from lab employees admitting 'competitive pressure not to unilaterally slow' is cited as proof coordination started months earlier
4. Plaintiffs say the deal violates the Sherman Act and want treble damages + a jury trial
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Anthropic researchers after Accenture consultants tell them not to let the agents hack anyone
We’re partnering with Accenture on independent evaluation of frontier AI—part of our recent commitment to embed evaluators at Anthropic. Both we and Accenture expect to invest at least $1 billion to build capacity in this area over the next five years.
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Start of a new era
Breaking: U.S. Stock Markets to begin trading 23 hours a day starting Dec. 6
The SEC says 24/7 trading can soon follow
Breaking: College-educated workers between 22 to 34 years old are experiencing one of their worst periods of unemployment in the past 20 years, per WSJ
Palantir shareholders:
To my knowledge, Dr. Lira's Claude Portfolio is now the largest public investment strategy where every trade is generated by AI
The man earned his PhD from Wharton and is currently a Finance Professor at U of Florida
> Launched portfolio on March 3rd
> Invested $50,000 of his own money
> Portfolio started crushing
> 55+ individual trades
> Claude's up 26.3% vs. $SPY up 11.4%
7,700+ investors have connected their own brokerages to invest over $50,000,000 alongside Dr. Lira
in the past, it'd be impossible to access someone like Dr. Lira for his expertise
not anymore
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Graph showing the most popular AI providers by corporate spending
Cathie Woods calls $SPCX a "deep value opportunity"
Meanwhile, this is where she sold Nvidia in $ARKK
Dumping 859,000 shares of $NVDA bottom of Q4 2022
Costing investors over $850M in potential profits
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Each Starship launch could generate $1 billion in revenue. Elon is aiming for 10,000 flights per year, or $10 trillion in Starship revenues, by 2030. If SpaceX achieves this goal, its $1.75 trillion IPO will be considered, in hindsight, a deep value opportunity!
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Breaking: Michael Burry got a job
He joined Minerva Investment Management as Senior Advisor, working alongside the team at Unicus to launch a fund next month
Unicus has spent 7 years building credit research, with past wins shorting names like Carvana
Burry says he'll continue posting his trades
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Breaking: Fear & Greed Index plunges into deep fear, hitting its lowest point since July
Breaking: U.S. Homes are now the most unaffordable in history
Breaking: Michael Burry says AI's biggest customers are "tokenmaxxing"
The pyramid of customers who become competitors:
Tier 1: frontier model builders: OpenAI, Anthropic, Google, Microsoft, Meta, xAI. 7 to 10 companies
Tier 2: vertical LLM builders: Salesforce, ServiceNow, SAP, Bloomberg, IBM. 30 to 50 companies
Tier 3: Fortune 500 building proprietary AI: JPMorgan, UnitedHealth, Walmart, CVS. 200 to 500 companies
Tier 4: true pure consumers: mid-market companies and traditional manufacturers. Fewer companies remain as they climb the pyramid, per Burry's SubStack
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What a time to be alive
Trump was on speaker phone with Jensen Huang during the All-In Summit and he called everyone out
Trump said "I'm telling you it's all a hoax. The data centers are great. They make people wealthy. They make states wealthy. AI is bigger than the internet. These people are playing right into the hands of China. We're not going to let that happen"
Jensen responded: "You're right, we're not going to let that happen sir."
Trump is not buying the Elon Musk, Sam Altman and Dario Amodei warnings
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Breaking: Michael Burry says OpenAI and Anthropic are faking the AI warnings due to slow growth ahead of IPOs
Below are his reasonings:
1. LLMs are not AI and won't be AGI. There is nothing AI to slow down.
2. Competition is coming up fast, slowing benefits incumbents.
3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery
4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out
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