Breaking: Michael Burry claims "I do not find Berkshire an attractive investment going forward"
Stating the new CEO, Greg Abel, is too old and otherwise not Warren [Buffett]
Michael Burry Tracker
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Breaking: Michael Burry has disclosed his updated positions
He: • Added to Lululemon $Lululemon(LULU.US) long at $127.45 • Added to Freddie Mac $Freddie Mac(FMCC.US) long at $5.43 • Added to Mercado Libre $Mercadolibre(MELI.US) long at $1812.39• Added to Fiserv $Fiserv, Inc.(FISV.US) long at $51.93• Added to Zoetis $Zoetis(ZTS.US) long at $72.72• Added to Semiconductor ETF $SOXX short at $541Burry left his Tesla and Palantir shorts untouched
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Update: It's been 157 days since Michael Burry publicly went long on Adobe $Adobe(ADBE.US)
It's down ~0.5% since
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Breaking: Michael Burry has opened a bearish position in Oracle and Nebius
He: • Shorted Oracle $Oracle(ORCL.US) at $144.63• Shorted Nebius $Nebius(NBIS.US) at $211.77M![图片 1，共 1 张]()
Breaking: Trading and Gambling are the same thing
Michael Burry posted a study saying:"One-quarter of men aged 18-29 said they trade stocks daily, and almost two-thirds of them (64%) report feeling like failures, according to a study of 2,000 men published Wednesday by the Institute for Family Studies, a pro-marriage think tank. The findings were strikingly similar to outcomes among men who gamble: Of the 23% of young men who said they gambled daily, including on sports and events, 66% reported similar angst, according to survey, which asked the young men a variety of questions about their personal behaviors and outlooks. Daily fantasy sports and pornography use were similarly correlated to feelings of failure, the survey found"He's not surprisedM![图片 1，共 2 张]()
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Update: It's been 34 days since Michael Burry publicly went bearish on Micron $Micron Tech(MU.US)
It's down ~12% since
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Breaking: Michael Burry has disclosed his updated positions
He: • Sold his Microsoft $Microsoft(MSFT.US) longs • Sold his Oracle $Oracle(ORCL.US) shorts• Sold his Palantir $Palantir Tech(PLTR.US) January 2026 shorts• Rolled Nvidia $NVIDIA(NVDA.US) shorts to June 2027• Rolled Invesco $QQQ shorts to Feb 2027 He continues to hold his short positions in $SOXX, $Micron Tech(MU.US), $NVIDIA(NVDA.US), $Caterpillar(CAT.US), $Palantir Tech(PLTR.US), $Tesla(TSLA.US), and $Applied Materials(AMAT.US)
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Keep an eye on August 14
On that date, every hedge fund with $100M+ in equities will file their 13F with the SECWe'll know the newest moves from:• Leopold Aschenbrenner — Situational Awareness LP• Ken Griffin — Citadel• Bill Ackman — Pershing Square• Greg Abel — Berkshire HathawayAnd many moreEveryone will be paying close attention to changes made by the top fund managersM![图片 1，共 1 张]()
Update: Microsoft is now up +16% since Bill Gates disclosed his foundation sold a $3.2B stake
He closed the $Microsoft(MSFT.US) position in Q1 2026 at ~$421 a shareM![图片 1，共 3 张]()
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Breaking: Michael Burry has disclosed his updated positions
He:• Added to Micron $Micron Tech(MU.US) short at $880• Added to Nvidia $NVIDIA(NVDA.US) shorts• Added to Semiconductor ETF $SOXX short at $506.0• Added to Lululemon $Caterpillar(CAT.US) long at $118.0• Added to Flutter $Flutter ENT(FLUT.US) long • Added to DraftKings $Draftkings(DKNG.US) long at $23.40• Added to Zoetis $Zoetis(ZTS.US) long at $76.0Burry left his Tesla and Palantir untouched
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Breaking: The Magnificent 7 have lost over ~$4,500,000,000,000 of market capitalization from their all-time highs
• Tesla: -38.6%• Meta: -33.2%• Microsoft: -22.7%• Alphabet: -18.5%• Nvidia: -16.7%• Amazon: -10.3%• Apple: -1.9%M![图片 1，共 2 张]()
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Update: It's been 29 days since Michael Burry publicly went bearish on Tesla $Tesla(TSLA.US)
It's down ~27% since
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Breaking: South Korea's stock market halted again after a 8% crash, triggering circuit breaker $KOSPI
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Update: It's been 26 days since Michael Burry publicly went bearish on Micron $Micron Tech(MU.US)
It's down ~22% sinceM
The AI bubble might soon be popping:
$Sandisk(SNDK.US): -11.65%$AMD(AMD.US): -8.04%$Lam Research(LRCX.US): -7.19%$ASML(ASML.US): -7.04%$Intel(INTC.US): -7.89%$NVIDIA(NVDA.US): -5.25%$Applied Materials(AMAT.US): -5.99%$Micron Tech(MU.US): -5.36%$Marvell Tech(MRVL.US): -4.08%$Taiwan Semiconductor(TSM.US): -2.53%M![图片 1，共 3 张]()
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Breaking: Michael Burry has disclosed his updated positions
He:• Added to Micron $Micron Tech(MU.US) short at $933.86• Added to Nvidia $NVIDIA(NVDA.US) short at $210.28• Added to Caterpillar $Caterpillar(CAT.US) short at $893.49• Added to Semiconductor ETF $SOXX short at $535.83• Added to Flutter $Flutter ENT(FLUT.US) long at $100.72• Added to DraftKings $Draftkings(DKNG.US) long at $23.07• Added to Molina $Molina Healthcare(MOH.US) long at $197.02Burry left his Tesla, Palantir and QQQ shorts untouchedM![图片 1，共 2 张]()
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Update: It's been 143 days since Michael Burry publicly went long on Adobe $Adobe(ADBE.US)
It's down ~17% sinceM![图片 1，共 1 张]()
Update: It's been 23 days since Michael Burry publicly went bearish on Tesla $Tesla(TSLA.US)
It's down ~22% sinceM![图片 1，共 1 张]()
Breaking: The most powerful man at JPMorgan and Wells Fargo just bet against each other
Jamie Dimon, CEO of JPMorgan Chase, on the Master Investor Podcast: "do not buy stocks right now"Charlie Scharf, CEO of Wells Fargo, on Bloomberg: "big time bullish on the US"Both CEOs giving their opinion in the same week, but in the end one is going to be very wrongM![图片 1，共 1 张]()
The most successful thing Gerard Piqué ever did wasn't winning the World Cup
When he retired from Barcelona in 2022, La Liga's president called his new football league a "circus full of streamers dressed up as clowns"Kings League is 7-a-side football, played indoors, with random rule twists, owned by YouTube and Twitch creators with millions of followers. It was built for phones, not stadiums92,000 people showed up to Camp Nou for the final anywayWhat happened next:• 2023: More TikTok views in January alone than all of Europe's traditional leagues combined• 2024: Revenue doubles. Raises €60,000,000. Adidas, Spotify, and Amazon sign as sponsors• 2025: Operating in 9 countries. Nearly 20,000,000,000 social media impressions• 2026: US launch imminentKings League targets a younger demographic with 85% of its viewers under 34, swapping traditional football’s 90-minute TV format for a fast-paced 40-minute streamM![图片 1，共 1 张]()
Update: It's been 341 days since Michael Burry publicly bought shares of Lululemon $Lululemon(LULU.US)
It's down ~40% sinceM![图片 1，共 1 张]()
The most successful thing David Beckham ever did wasn't football
When he signed with the LA Galaxy in 2007, his contract included a clause giving him the right to buy a future MLS expansion team for $25,000,000MLS later offered to buy the clause back from him for $50,000,000. He said noWhat happened next:• 2014: Exercises the $25M option and picks Miami• 2020: Club plays its first ever MLS match• 2023: Spends 4 years convincing Messi to join, turning down $400M from Saudi Arabia• 2023/24: Revenue goes from under $60M to $200M in a single year• 2026: Forbes values Inter Miami at $1,350,000,000His 26% stake is worth ~$351,000,000 todayM![图片 1，共 1 张]()
Breaking: Hedge funds are selling US tech stocks at “record pace” in last 2 months
Hedge funds are selling off companies that build AI technology, computer chips, and data centersM![图片 1，共 1 张]()
Breaking: Michael Burry says 95% of investors have no idea what they're investing in
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Breaking: Michael Burry says he sold 50% of his Oracle $Oracle(ORCL.US) short position in the low-mid $100s