Michael Burry Tracker
Michael Burry Tracker
Update: It's been 76 days since President Trump publicly posted about Palantir $Palantir Tech(PLTR.US)
It's down -16% sinceBreaking: Michael Burry says he has covered his Palantir $Palantir Tech(PLTR.US) short, per his Substack
Breaking: The Stock Market hits Extreme Fear for the first time since April 7th
Update: It's been 313 days since Michael Burry publicly bought shares of Lululemon $Lululemon(LULU.US)
It's down ~45% sinceThe AI bubble might soon be popping:
$Micron Tech(MU.US): -11.04%$Marvell Tech(MRVL.US): -8.82%$ASML(ASML.US): -8.08%$Arm(ARM.US): -7.22%$Taiwan Semiconductor(TSM.US): -5.49%$Super Micro Computer(SMCI.US): -5.22%$AMD(AMD.US): -5.01%$Broadcom(AVGO.US): -3.55%$NVIDIA(NVDA.US): -2.92%Update: Palantir $Palantir Tech(PLTR.US) is now down 28% YTD
38 years ago today, Michael Dell took his company public at $8.50/share out of a dorm room
$1,000 at that IPO was worth $645,880 by 2000Here's the full arc:• 1984: Starts building and selling computers from his dorm room at UT Austin with $1,000• 1988: IPO at $8.50/share. Company worth $85 million• 1989: Ships his first laptop• 1992: Youngest Fortune 500 CEO at 27• 2001: Becomes the #1 computer provider in the world• 2004: Steps down as CEO. Returns 3 years later.• 2013: Takes the company private for $24.4 billion• 2016: Acquires EMC for $67 billion. Biggest tech acquisition ever at the time• 2018: Goes public again• 2026: Trump tells America to "go out and buy a Dell." Stock up 255% sinceOpenAI fired Leopold Aschenbrenner at 22. Two years later, he manages $20B
Today, he made ~$55M on Bloom Energy $Bloom Energy(BE.US)Timeline:• Age 19: Graduates Columbia as valedictorian• Age 22: Joins OpenAI's Superalignment team• Age 22: Fired for raising AI safety concerns• Age 23: Publishes viral essay on AGI• Age 23: Launches hedge fund with $225M seed• Age 24: $20B AUM. Up ~270% this yearAnd for those unaware, his tracker has been live on Autopilot since 3/6/26.It's up 112%, even with the delayBreaking: Michael Burry has purchased more $Paypal(PYPL.US) and $Adobe(ADBE.US), per his Substack
Update: SanDisk crosses the $2,000 mark for the first time ever
$Sandisk(SNDK.US) is now up 690% since Leopold Aschenbrenner disclosed a $12.9M stakeHe first disclosed the position in November 2025 at ~$254/shareUpdate: Leopold is probably minting millionaires again
Sandesk $Sandisk(SNDK.US) is up another 6.6% today & is now up 25% since his most recent 13F filingCongrats to those who tailed 🤝Breaking: The Magnificent 7 have lost over ~$3,700,000,000,000 of market capitalization from their all-time highs
• Meta: -25.8%• Microsoft: -25.1%• Tesla: -19.0%• Nvidia: -11.6%• Amazon: -11.2%• Alphabet: -9.5%• Apple: -7.8%Update: It's been 218 days since Michael Burry publicly went bearish on Palantir $Palantir Tech(PLTR.US)
It's down ~39% sinceToday is Roaring Kitty's 40th birthday
In 2019, he put $53,000 into GameStop from his basement in Wilmington, MAEvery hedge fund on Wall Street told him he was wrongThen January 2021 happened:• Melvin Capital, Citadel, and Point72 were all short GME with billions• GME goes from $5 → $483• Keith Gill's $53,000 becomes $48,000,000• Melvin Capital loses $6.8 billion. Gone within a yearThen Congress called him to testify. He told them "I did not solicit anyone to buy or sell the stock for my own profit" and walked out a free manHe disappeared from the internet in 2021. Came back in May 2024, posted one photo, and GME opened +50% the next morningHe showed every retail investor that the big guys aren't untouchableHappy birthday @TheRoaringKittyBreaking: FTX founder Sam Bankman-Fried formally applies for a pardon from President Trump
If Sam Bankman-Fried did nothing illegal, he might have been the best VC in historyWhat SBF bought vs. what it's worth today:• Cursor: ~$200K → ~$3B (+1,499,900%)• Anthropic: ~$499M → $82.3B (+16,400%)• SpaceX: ~$200M → ~$15B (+7,400%)• Solana: ~$189M → $5.1B (+2,600%)• Robinhood: $612.5M → $4.9B (+700%)• Genesis Digital: $1.17B → $3.5B (+200%)Had he done nothing wrong, he'd have an estimated worth of $114,000,000,000 todayBreaking: Michael Burry bought the dip on LuluLemon
According to his substack"I substantially increased my position in LULU in the low-mid $110s on the post-earnings dip.I also added a bit to my position in PayPal. I sold my position in Microsoft"It's now been 17 days since Leopold released his newest trades
So far, they've been crushingHere's the performance since they came out1. Sandisk $Sandisk(SNDK.US): +33%2. Nebius Group $Nebius(NBIS.US) (released on May 27th): +6.8%3. T1 Energy $T1 Energy(TE.US): +57%4. Bloom Energy $Bloom Energy(BE.US): +8%5. CorewWeave $Coreweave(CRWV.US): +2%6. Core Scientific $Core Scientific, Inc.(CORZ.US): +17%7. Iren $IREN(IREN.US): +20%8. Applied Digital $ALPD: +9%9. Riot Platforms $Riot Platforms(RIOT.US): +16%10. CleanSpark $CleanSpark(CLSK.US): +24%11. Solaris Energy $Solaris Energy Infrastructure(SEI.US): +2%12. Bitdeer Tech $Bitdeer Tech(BTDR.US): +46%13. Keel Infrastructure $Keel Infrastructure(KEEL.US): +43%Pretty insane numbers.17 years ago today, Time Warner filed for divorce from AOL
Ted Turner called the merger "better than sex."Then said: "I'm the stupidest person in the world not to have sold earlier."The AOL Timeline:• Jan 2000: AOL buys CNN, HBO, and Warner Bros for $165B, all paid in stock• Jan 2001: Deal closes and the Nasdaq goes down 45%• 2002: $98.7B annual loss. Largest in US corporate history• 2009: AOL spins off. Worth $3.3B. Down 98%Steve Case traded AOL stock for CNN, HBO, and Warner Bros, then resignedTed Turner was still holding and he lost $8.5BUpdate: Micron is now up +5,000% since Jim Simons first disclosed a $41M stake
He first disclosed the position in Q3 2013 at ~$18/shareAs of his most recent Q1 2026 filing, Renaissance still holds $730M worth of $Micron Tech(MU.US)Breaking: Leopold Aschenbrenner just disclosed one of his largest holdings
His fund Situational Awareness discloses ownership of 12.4M Class A shares of $Nebius(NBIS.US)Breaking: Michael Burry said "it feels like the last months of the 1999-2000 bubble"
The last time the Knicks were in the NBA Finals, the Nasdaq peaked 9 months later and fell 78%History is rhyming hard right now:1999:• Knicks are in the NBA Finals• Nasdaq up 84% that year• Tech was 33% of the S&P 500• CAPE ratio hit 40x• Margin debt at record highs• Hedge funds had 31% of portfolios in tech2026:• Knicks are in the NBA Finals• Nasdaq up 31% in 12 months• Tech is 32% of the S&P 500• CAPE ratio at 40x• Margin debt at record highs• Hedge funds have 33% of portfolios in Big TechUpdate: It's been 200 days since Michael Burry publicly went bearish on Palantir $Palantir Tech(PLTR.US)
It's down -37% sinceUpdate: Applied Digital is now up ~211% since Leopold Aschenbrenner disclosed a $66.4M stake
He opened the position in August 2025 at ~$14.55/shareJust in: On 8/14, Michael Burry disclosed buying 50,000 shares of Lululemon $Lululemon(LULU.US)
It's down -37% sinceBurry has reported over the past year that he continues to buy with personal funds Latest $Lululemon(LULU.US) purchase "at about $120" on May 18th21 years ago today, The Big Short began
Michael Burry spent years being called a fraud before he made $100,000,000He was losing investors money and refused to give it back• March 2005: Burry begins reading hundreds of mortgage bond loan files• May 2005: Starts calling Goldman, Deutsche Bank, Morgan Stanley to build a trade that doesn't exist• May 19, 2005: $60M in credit default swaps from Deutsche Bank. The Big Short begins.• July 2005: $750M in CDS across Goldman, Deutsche Bank, Morgan Stanley, Bank of America, UBS and Merrill Lynch• October 2005: His short position reaches $1B and his own investors call him crazy. Lawyers got involved so Burry locks withdrawals• 2007: Housing market collapses• 2008: Every investor who threatened to sue him made $725 millionHe was wrong everyday for 2 years before it all went right