The Big Short vs the Nostradamus of AI
Michael Burry has been short Micron
$MU
since July 2nd, adding to the position again this week
Leopold Aschenbrenner was reported to have opened call options in the following, all expiring October 2nd:
• Micron
$MU
: $44M
• SanDisk
$SNDK
: $41M
• Intel
$INTC
: $11M combined position
• Marvell
$MRVL
: $11M combined position
Here's the scoreboard:
• Burry Tracker is up 2% YTD on Autopilot
• Leopold Tracker up 84% since March on Autopilot
•
$MU
is up 2% since Burry's short opened
• Today’s price, Leopold's bet would already be profitable by ~$74/share
Leopold’s next 13F filing releases November 16 and then we see how his fund held up
@LeopoldTracker_ His next plan 👇 https://t.co/maRoJAQFZS
https://t.co/pdp3Bnr2io
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