Michael Burry closed his short bet against Applied Materials for a profit.
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Every Stock Michael Burry Is Buying Right Now! (3 Major Moves)
Michael Burry is making bold contrarian bets, buying heavily into Lululemon and Molina, while shorting AI and chip stocks like Micron, Oracle, Palantir, and Nvidia. His strategy focuses on identifying "broken narratives" where negative sentiment has oversold fundamentally sound companies, distinguishing between a temporarily damaged stock and a permanently broken business.
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Tickers discussed in this post
Michael Burry closed his short bet against Tesla for a profit.
Michael Burry is shorting Nvidia as part of his significant bet against the AI boom and the red-hot AI trade.
Michael Burry is shorting Palantir as part of his strategy to bet against the AI boom and the red-hot AI trade.
Michael Burry is shorting Oracle as part of his broader bet against the AI boom and red-hot AI trade.
Michael Burry has been quietly buying Adobe, despite a narrative that AI will destroy the company.
Michael Burry views Lululemon, despite a bad quarter, as a 'fat pitch' opportunity trading below $100, expecting 15-20% annual returns if the company fixes itself.