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Total AssetsThe big short Michael Burry has turned into a big bull, and he's standing with the software stocks that were beaten down by AI.
In today's paid article
he said he opened a new long position on Microsoft $Microsoft(MSFT.US) yesterday
and increased his holdings in Adobe $Adobe(ADBE.US), PayPal $Paypal(PYPL.US), and MSCI $MSCI(MSCI.US)
He also increased his holdings in the former meme king $GameStop(GME.US)
He bought the dip when software stocks plunged yesterday
Let's see if he can become a legend again in the coming weeks.
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