Nvidia CEO Jensen Huang Just Put a Nail in Michael Burry's Bear Case

Nvidia CEO Jensen Huang Just Put a Nail in Michael Burry's Bear Case

The "Big Short" investor argues that big tech companies are inflating profits. The evidence tells a different story.

Jensen Huang just answered Michael Burry's Nvidia bear case

Nvidia CEO Jensen Huang posted GPU rental data on X on X (the former Twitter) on Sept. 8 and tagged it directly at investors who think the AI chip boom is built on shaky accounting. Short seller Jim Chanos saw it and fired back within hours. The post touched on one of the most-watched debates in…

Michael Burry Reduces Portfolio Risk, Exits Nvidia (NVDA) and Palantir (PLTR) Put Options Ahead of 'Interesting' Fall

Michael Burry closes Nvidia and Palantir put options, reduces all positions, and shifts to cash ahead of what he calls an 'interesting' fall market.

Michael Burry sells Nvidia put options amid portfolio de-risking

Burry's strategic repositioning highlights skepticism about AI's financial sustainability, signaling potential volatility and opportunities ahead.

‘Big Short’ Michael Burry just updated his portfolio for September

Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market’s attention. According to the updated positions discussed on the ‘Big Short’s’ Substack on September 4, Lululemon Athletica (NASDAQ: LULU) is now his biggest position, which he called ‘the trickster.’ “Today, Lululemon is the trickster in my portfolio. This time the t…