Michael Burry Stock Tracker ♟

Tracking hedge funds and Burry’s stocks.

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[Michael Burry Stock Tracker ♟ @burrytracker]

🚨 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

[Michael Burry Stock Tracker ♟ @burrytracker]

Burry is a pretty smart guy, but his stock picking is off

https://t.co/YBDnpOsaR2

^ Same company made Inverse Cramer made Inverse Burry if you want to see holdings

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry says Anthropic's IPO filing shows the whole AI boom is "catastrophically vulnerable"

Below are his reasonings:

1. Anthropic owes $537B for computer power, and pending deals could push it to $800B

2. Anthropic brings in about $65B a year, so it owes about 12x what it makes

3. Half of $537B goes to $AMZN, $GOOGL and $MSFT

4. Anthropic's sales growth slowed from 144% last quarter to 46% this quarter, while its compute costs jumped 78%

Burry says this setup works while AI keeps growing, but one slowdown could hit cause a collapse

[Michael Burry Stock Tracker ♟ @burrytracker]

Michael Burry’s warnings are getting louder

Foreclosures hit highest level since 2019:

• Active foreclosure inventory up 37%
• Completed foreclosure sales are up 15%
• 90+ days late payments jumped 21% year over year

Michael Burry said months ago: "I think the housing market is starting to creak a bit. Housing prices might be falling already"

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry backs Ken Griffin's AI bubble warning

Griffin says AI chips are like airline seats:

• Once built, they cost almost nothing to run
• Build too many and prices go "into freefall"
• He says AI is "almost certainly" in a bubble

Burry backed Griffin saying "This is obvious to most with a working brain cell"

[Michael Burry Stock Tracker ♟ @burrytracker]

@DegenTracker_ It gets worse and worse

[Michael Burry Stock Tracker ♟ @burrytracker]

If you think Burry is so smart, maybe check his holdings

https://t.co/YBDnpOsaR2

If you think he isn't smart, same app has Inverse Burry

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry might be right about AI Bubble

Anthropic just filed to go public under $ANT

In the 300+ page filing:
1. Anthropic's filing contains 90+ pages of risk factors

2. One section warns Anthropic's AI could pose "catastrophic or existential risks to humanity"

3. Anthropic is targeting largest IPO at $2T valuation

Burry predicted Anthropic would use "hype & puffery" before the IPO

[Michael Burry Stock Tracker ♟ @burrytracker]

@elonmusk sure

[Michael Burry Stock Tracker ♟ @burrytracker]

@KobeissiLetter by the time it happens, it'll be too late

[Michael Burry Stock Tracker ♟ @burrytracker]

@BRICSinfo it's happening

[Degenerate Tracker @DegenTracker_]

BREAKING: 51% of sports bettors have bet rent money

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry says S&P looks "uncannily close" to the 2000 dot-com crash

He splits the index into "leaders, broken, and busted"

- 23% of all 500 stocks in the index are down 40% or more from the highs

- Before the 2000 crash, about 32% of the 500 stocks were down 40%+

- Only 15 individual stocks hit a new high on Oct 6, out of 500 total

- Right before the 2000 crash, it was also just 15 stocks hitting new highs

Burry said he'll "continue to hold and to seek investments outside the S&P 500"

[Degenerate Tracker @DegenTracker_]

BREAKING: Former Jack in the Box manager stole 120 bank deposits worth $232,282 and lost nearly all of it at the casino

[unusual_whales @unusual_whales]

BREAKING: Trump has signed an executive order that aims to reduce mortgage costs as rising interest rates and inflation make homeownership less affordable, per CNBC

[Michael Burry Stock Tracker ♟ @burrytracker]

. @citrini, 🤝

[Autopilot @joinautopilot]

Citrini @citrini called their shot, and hit.

• Nov 9, 2023: "buy LLY in size this year"
• It's up 119% since

[Barchart @Barchart]

BREAKING 🚨: Housing Market

Pending Home Sales plunge to lowest level in history 📉 📉

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Peter Thiel's CMO filed a portfolio

@micsolana runs marketing at Founders Fund and founded Pirate Wires

Here's everything about what he owns:

• Palantir $PLTR (16.3%)
• SpaceX $SPCX (14.1%)
• Amazon $AMZN (14.0%)
• Tesla $TSLA (13.7%)
• ExxonMobil $XOM (7.5%)
• Cheniere Energy $LNG (7.0%)
• Constellation Energy $CEG (6.6%)
• Standard Nuclear $STDN (6.3%)
• Advanced Micro Devices $AMD (3.2%)
• Taiwan Semiconductor $TSM (2.9%)
• Nvidia $NVDA (2.9%)
• Broadcom $AVGO (2.8%)
• Micron Technology $MU (2.6%)

Full exits:
• None

Summary:
The Pirate Wires portfolio is concentrated in Founders Fund-style bets, Palantir and SpaceX at the top, with exposure to energy, nuclear and semiconductors

[Autopilot @joinautopilot]

Breaking: Mike Solana, Peter Thiel's CMO, the outspoken Silicon Valley podcasting darling, & a true Lover of America just launched his new Flagship Fund on Autopilot

Think of it like a Pirate Wires ETF of companies that will "Make America Exceptional'

Like $PLTR, $SPCX, $CEG, & more

It already has $55,000 of capital invested alongside

Your move @RoKhanna

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry says the stock market is sitting on a "supervolcano"

He says every market top of the last 40 years looked calm right before it blew

Last 2 times stocks went nowhere for decades:
• 1929 to 1949: -58%
• 2000 to 2011: -40%

His warning: the next one is a long wait, not a crash

[Michael Burry Stock Tracker ♟ @burrytracker]

Michael Burry has been warning us about this

https://t.co/YBDnpOrD1u

See his stock portfolio or trade alongside ^^

[Michael Burry Stock Tracker ♟ @burrytracker]

Are you paying attention

[unusual_whales @unusual_whales]

BREAKING: America’s $1.7 trillion auto loan market is headed for a crash, per Reuters.

Auto loans are now one of the biggest sources of household debt, bigger than credit cards.

And the strain is showing: 1 in 5 Americans is behind on at least one loan, the highest since 2010, and the average car on the road is now nearly 13 years old, a record.

[Michael Burry Stock Tracker ♟ @burrytracker]

it's pretty obvious what you have to do @Nike

[Autopilot @joinautopilot]

If you invested $100K into Victoria's Secret $VSXY after they announced bringing back the Fashion Show

You'd now be at $433,000