Nuke it.
Pump it.
Nuke it again.
Pump it because NVDA beat.
Nuke it because the depreciation math is insane.
Pump it because AI is “too big to fail”
Nuke it hard when reality finally prices in.
🚨 BREAKING: Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing
Scion Capital just bought put options on 1M Nvidia shares and 5M Palantir shares 👀
The Big Short is feeling bearish on AI
$EL is up 5% since Burry’s 13F drop, where he sold everything and doubled down on Estée.
What’s even more interesting? Insiders are loading: 21 buys, 1 sale.
Michael Burry doubled his stake in $EL Estée Lauder while dumping everything else
Why bet big on a struggling cosmetics giant during a shaky market?
Here’s the full breakdown 🧵
JUST IN: Apple plummets 3% in pre-market after Trump warns of 25% tariffs unless iPhones are made in the USA.
That’s nearly $90 billion in market cap wiped out
Breaking 🚨: Renaissance Technologies just filed their Q2 stock trades
They trimmed Palantir $PLTR & Robinhood $HOOD
Opened a new Position in United Health $UNH
Opened a new position in Bitcoin
Robinhood $HOOD just hit an all-time high and Jim Simons was way ahead of it.
His firm, Renaissance Technologies, now owns $1.4 BILLION worth of HOOD.
This might be a bet that Robinhood is becoming the next Fidelity. 👇