Mathieu Destrian

JUST IN: Michael Burry's Scion Asset Management loads 66% of portfolio into Palantir $PLTR put options—a big bet against the AI stock after its +270% rally. Burry also bought Nvidia $NVDA puts at 13.5% of portfolio, positioning against the two biggest AI infrastructure winners. The fund simultaneously added bullish calls on Pfizer $PFE at 11.1% and Halliburton $HAL at 4.5%. Top sells included exits from calls on UnitedHealth $UNH at -18.9%, Regeneron $REGN at -18.2%, Lululemon $LULU at -16.4%, and Meta $META at -12.8%. Portfolio turnover hit 95%—a near-complete repositioning in Q3. Burry's concentrated short position signals conviction that AI winners are overextended. He previously profited from contrarian bets on the 2008 housing crisis and meme stocks. With 100% of his top holdings now consisting of directional options bets—primarily against tech—Burry is arguably making his most aggressive AI bubble call yet.

@Pennylane_tech Impossible de s'authentifier suite à une triple authentification défectueuse (code PIN?). Pour contacter le service client, il faut s'authentifier! Ils n'ont quand même pas beaucoup réfléchi... Help !

#Microsoft delays the rollout of its controversial AI-powered Recall feature for Copilot+ PCs, shifting to Windows Insider Program for quality and security enhancements. Details here: thehackernews.com/2024/06/micros… #privacy #cybersecurity #technews

🚨 ALERT: Google Pixel users, update your devices now. #Google has disclosed a high-severity security flaw, CVE-2024-32896, in Pixel Firmware, currently being exploited as a zero-day #vulnerability. Read: thehackernews.com/2024/06/google… #cybersecurity

We are thrilled to participate at the #IOTSWC 2024 in Barcelona ! Introducing our deep-penetration, low-power #IoT solution. 📍See you from May 21 to 23 (Hall 1, France Pavilion, Rue B, Stand 33.2). #VIVATECH Paris (visitors) May 22-23. #LoRa #LoRaWAN #FrenchTech #Multihop

I stopped paying Chatgpt. Honestly, using Arc's AI features, Perplexity I have more than I need for my daily usage. Any on my same boat? what AI app do you pay?

Using Midjourney and DALL-E, we attempted to recreate some of the greatest photographs ever taken. petapixel.com/2024/03/07/rec…

Indian industrial revolution is on its way ? intellinium.io/ready-for-the-…

Smart PPE for India Industry 4.0 Vision 2047 intellinium.io/smart-ppe-for-…

Intellinium is now game changing the portable #ATEX product market by providing a fully connected #smartPPE to better protect and save workers lives in the most harsh telecom environement. intellinium.io/the-first-atex…

The first ATEX Smart PPE product featuring Cellular IoT LTE-M and NB-IoT as well as LoRaWAN intellinium.io/the-first-atex…

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Introducing #connectedworker #smartPPE @Preventica with @preventionbtp for protecting and saving construction workers lives intellinium.io/introducing-co…

Installation du #smartcone fruit de la collaboration avec @GroupeAPRR et du #safetypod sur stand @Preventica Marseille en partenariat avec OPPBTP @preventionbtp. Les EPI connectés au service de la protection des travailleurs BTP et Construction.

Introducing Construction 4.0 Smart PPE with OPPBTP at Preventica Marseille 2019 intellinium.io/introducing-co…