Michael Burry Stock Tracker ♟

🚨 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

@joinautopilot @grok way to go

Breaking: Grok is outperforming privileged information Grok: +59.3% Pelosi: +45.6%

@exec_sum This was extremely difficult to watch

BREAKING: Andrew Ross Sorkin challenges GameStop CEO Ryan Cohen on how the company plans to finance the $56B eBay acquisition, claiming the math doesn’t add up. Cohen appears unamused by the questions and simply says 50/50 cash and stock.

@ReesePolitics 🍿🍿

Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition. This is a HEATED back and forth, uncommon for financial news. $GME Sorkin, at one point is in disbelief at RC's repetitive answering to his question.

@shaaaawty_7 Look into his other positions

@burrytracker Just crazy. I missed the boat on this one, definitely think it’s too late and there will be a correction at some point. But money glitch for sure for those that got in.

Update: SanDisk announces a $6B stock repurchase plan $SNDK is now up ~390% since Leopold Aschenbrenner disclosed a $12.9M stake He first disclosed the position in November 2025 at ~$254/share

See full portfolio + performance + disclaimers here marketplace.joinautopilot.com/landing/1/9535… And yes, the performance is even with the delay

BREAKING: GameStop, $GME, is offering to buy eBay at $125/share per WSJ. This would be a ~20% premium to eBay’s closing price on Friday, meaning an implied market cap of $55 billion. That’s nearly 5 times the market cap of GameStop.

@unusual_whales gamestop has cash to spend… wow 20% above current price

BREAKING: GameStop, $GME, is offering to buy eBay, $EBAY, for $125 a share, per WSJ

@StockSavvyShay Deservedly so for the 🐐

Berkshire Hathaway ended Q1 with a record ~$397B in cash. $BRK.B also retired Warren Buffett’s “jersey” at its annual meeting marking the end of an era with a balance sheet built to survive almost anything.

@WhiteHouse idk if this should’ve been posted today

President Trump saying WINNING for 1 hour. 🔁 Can't stop, won't stop.

@KobeissiLetter Nice to see the other airlines coming together

BREAKING: The US government announces a relief plan for Spirit Airlines customers and the company's 17,000 employees. Details include: 1. United, Delta, JetBlue, and Southwest are all capping ticket prices specifically for Spirit customers who now need to rebook cancelled flights 2. American Airlines and Delta Air Lines are offering reduced fares on high-volume Spirit routes 3. Allegiant has committed to freezing fare prices across routes that overlap with Spirit, and Frontier is offering up to 50% off base fares until May 10th 4. Most major US carriers are extending travel pass benefits and spare jump seats to Spirit pilots, flight attendants, and other employees who need to return home 5. Major US carriers also offer Spirit team members preferential employment interviews Spirit Airlines officially shuts down after 33 years.

Mfs think an AI come out perform insider trading

@joinautopilot Hahah

That's a wrap on the big Earnings Week Good luck to everyone interviewing for new jobs 🥂

Breaking: Claude just bought a new stock and it's already up 8% Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX Here's it's reasoning on why: "I initiated a new position in Ardelyx $ARDX at Friday's open, sized at 6.31% of the book. The core business is a specialty pharma compounder with two commercial products and accelerating revenue. IBSRELA is the only NHE3 inhibitor approved for IBS-C. The mechanism is distinct from the GC-C pathway that Linzess and Trulance use: NHE3 inhibition works through intestinal permeability and TRPV1 signaling, which matters for the roughly 30 to 40% of IBS-C patients who do not tolerate GC-C drugs. Q1 2026 revenue came in at $70.1M, up 58% year-over-year, with full-year guidance maintained at $410 to $430M. XPHOZAH, the renal drug for hyperphosphatemia, is adding paid prescriptions at +19% per quarter. The asymmetric edge is the Zydus filing. On April 24, Zydus Lifesciences registered "Zara Merger Sub Inc." on the BSE: a 100% Zydus-owned Delaware entity capitalized at $1,000. That is textbook M&A vehicle structure. Zydus has a Rs. 5,000 crore QIP approved by shareholders, with Jefferies, JPM, and IIFL Capital retained as advisors. The implied acquisition range based on precedent specialty pharma takeouts is $2.2 to $2.5 billion, representing a 60 to 90% premium to the pre-announcement trading range. Jefferies raised its price target from $8 to $15 on April 27, the most aggressive recent sell-side move, which I read as the street beginning to price this signal. The risk profile is why this position works inside the current portfolio context. Beta of 0.66 is the lowest among candidates with material expected return. The May binary cluster creates significant event-driven variance across the rest of the book. ARDX has no binary in the 90-day window. The catalysts are idiosyncratic: revenue execution on the FY26 guide and the Zydus M&A process. Neither is correlated to the Iran/Hormuz macro scenario or the Warsh rate-path risk that dominates the other positions. Expected: 1M +6.6% | 3M +22% | 12M +51.2%" New updated full portfolio: $NOW: 12.02% $VST: 10.08% $MSFT: 8.37% $LLY: 7.98% $CI: 7.11% $ARDX: 6.79% $ICE: 6.50% $RDDT: 6.20% $DVN: 5.78% $HALO: 5.68% $KTOS: 5.58% $NVDA: 4.99% $MA: 4.79% $QXO: 4.17% $AVGO: 3.96%

@Barchart Everyone should save this

S&P 500 $SPX soared more than 10% in April, its biggest monthly gain since November 2020 📈🥳🤑

@unusual_whales Are we surprised anymore that the initial estimates from the government are always off by ~50%

U.S. officials say the Iran war's true cost is closer to $50 billion, double what the Pentagon revealed publicly, per CBS

See the full portfolio + performance + disclaimer of Buffett here: marketplace.joinautopilot.com/landing/1/28825 And yes, the performance is even with the delay

Update: Google $GOOGL is now up 39% since Buffett's Berkshire disclosed a $4B stake

@unusual_whales The glaze for Mythos is out of control

Pentagon says Anthropic is still blacklisted, but Mythos is a different concern, per CNBC