Alibaba is seen as a potential AI winner in China with significant upside, especially if it benefits from the AI boom.
Source Post
Michael Burry's Stocks To Buy & Investing Strategy (JD, BABA, PYPL, CRM, MSCI, TSLA, NVDA, PLTR)
Value Investing with Sven Carlin, Ph.D.Apr 21, 2026
The creator discusses Michael Burry's recent stock trades, focusing on Tesla (TSLA) as a short position, PayPal (PYPL) as a short-term trade, and other software stocks like Autodesk (ADSK) and Salesforce (CRM) which Burry is buying. The creator expresses skepticism about Burry's Tesla short due to market dynamics and Elon Musk's influence, while seeing potential in PayPal's buyback strategy. For Autodesk and Salesforce, the creator notes Burry's contrarian buying but raises concerns about potential revenue slowdowns.
Linked Mentions
Tickers discussed in this post
JD is mentioned as a significant position for Michael Burry, with potential upside if business conditions improve.
Michael Burry has puts on Palantir, which have increased in value, indicating a bearish or hedging position.
Michael Burry has puts on Nvidia, suggesting a bearish or hedging stance against potential downside.
Avoid MSCI due to long-term disruption risks from AI in the financial industry.
Michael Burry is buying Salesforce, which shows good numbers and growth prospects, but the creator is concerned about revenue guidance and potential recession impacts.
Michael Burry is buying Autodesk, likely on negative sentiment, but the creator lacks detailed knowledge of the company.
Michael Burry recently opened a position in PayPal, which is working as a short-term trade, but the creator has long-term concerns.
Michael Burry is shorting Tesla, but the creator believes passive flows and Elon Musk's marketing could drive the stock higher despite fundamentals.