BREAKING: Michael Burry has disclosed updated positions.
He:
-Added to DraftKings $DKNG long
-Added to Nvidia $NVDA puts
-Sold half of his $ORCL puts
Burry did NOT close his Oracle short position completely, despite reports.
URANIUM is the FUTURE of ENERGY — and here's why I believe we're still early.
1. $OKLO
FY2026 revenue: None (pre-revenue)
FY2029E revenue: $0.17B
2. $SMR
FY2026 revenue: $0.04B
FY2029E revenue: $0.59B
3. $UUUU
FY2026 revenue: $0.15B
FY2029E revenue: $0.83B
4. $CCJ
FY2026 revenue: $3.43B
FY2029E revenue: $5.28B
We're already invested in one of these four companies and continue to look for new opportunities.
As always, our subscribers will be the first to know.
$ONDS Sentrycs is collaborating with $LMT to bring its Cyber-over-RF counter-drone technology into the Sanctum C-UAS platform.
The system can detect, track & take control of unauthorized drones without jamming helping reduce disruption to nearby communications & infrastructure.
This is why we follow Trump's trades too✍️
Remember back on May 21st when the Commerce Department took a $100M stake in Quantum D-Wave
That $100M was part of a Chips Act federal funding award
Well $QBTS is up 14% today bc of positive analyst forecasts
And now up ~38% since they took the original stake back in May
Jim Cramer says he is pulling back on $NBIS after the market turned ugly saying Nebius no longer has the right setup for speculation.
He was even more blunt on $ONDS calling it a “meme stock” and saying he cannot get behind it.