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🚨 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
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Michael Burry Stock Tracker ♟
3.9K posts
Michael Burry Stock Tracker ♟
@burrytracker
Tracking hedge funds and Burry’s stocks. Powered by @joinautopilot
View my stock positions → Katılım Haziran 2022
136 Takip Edilen523.1K Takipçiler
Hoping for a reopening of the Strait by 9:30 am today. 🤣
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2 years ago today, someone tried to kill President Trump
On July 13th, an assassin's bullet missed Donald Trump by inches at a rally in Butler, Pennsylvania
What's interesting is what happened next
On Monday morning gun manufacturers were spiking:
• Smith & Wesson $SWBI: +11%
• Sturm Ruger $RGR: +5%
• Ammo stocks: up to +15%
Historically, gun stocks spike when there's a shift in political power or a trigger for fears of future firearm restrictions
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JUST IN: Christopher Nolan declares younger generations are “utterly rejecting” AI & quickly dismissing AI-generated content as slop.
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Check out Michael Burry's full holdings or trade alongside him below
joinautopilot.com/landing/1/42453
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Update: It's been 330 days since Michael Burry publicly bought shares of Lululemon $LULU
It's down ~37% since
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@joinautopilot You can’t beat President Trump
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(1) Today we're releasing Muse Spark 1.1 -- a strong agentic and coding model at a very low price. It's available through our new Meta Model API and in Meta AI.
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Update: It's been 62 days since Michael Burry publicly went long on MercadoLibre $MELI
It's up ~10% since
Michael Burry Stock Tracker ♟@burrytracker
Breaking: Michael Burry has opened a position in MercadoLibre $MELI Stating "purchased a new full position in Mercado Libre MELI in the $1600s" per his SubStack
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The second largest stock sale in history is pricing today
SK Hynix $SKHY launches tomorrow on the Nasdaq
Here's everything you need to know about one of the top 20 most valuable companies in the world:
What they make:
• The memory chip inside Nvidia's AI GPUs
• It's called HBM (High Bandwidth Memory)
• Without it, Nvidia's chips don't work
The numbers:
• $52T won (~$34B) in revenue in Q1 2026 alone
• 72% operating margin in Q1 2026, a semiconductor industry record
• Stock up 770% in South Korea over the last 12 months
The dominance:
• #1 HBM supplier in the world (~60% market share)
• Supplying 60-70% of the memory for Nvidia's next GPU
• Jensen Huang signed one of their chips at Computex and wrote "Please Make More HBM"
The customers:
• Nvidia, Google, Microsoft
• Demand for the next 3 years already exceeds their production capacity
The risk:
• Antitrust lawsuit filed June 25 alleging SK Hynix helped rig DRAM prices alongside Samsung and Micron
• The stock remains highly volatile, occasionally swinging on broad fears of the AI market cooling down
The raise:
• Priced at $149/share
• Raising ~$28.2B, making it the biggest U.S. share debut by a foreign company in history
• 7x oversubscribed before pricing
• Proceeds will fund massive new chip factories in both South Korea and the United States
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Michael Burry prides himself as a contrarian.
a) He says that $MU price, margin and revenue peaked, therefore it will drop.
b) MU historically had commodity cycle, and therefore it will be same this time.
c) All the analysts rate buy, so therefore you should sell.
If you don't process it correctly, that is most mainstream take I EVER heard. And it's sloppy.
The real contrarian take is
a) the stock will keep running against mainstream expectation
b) memory is no longer cyclical
c) this time the analysts might be right.
And you need some serious diamond hands holding this contrarian pick.
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He also opened a bullish position in $FLUT
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Breaking: Michael Burry has opened a bullish position in DraftKings $DKNG
He opened the position in the low $26 range
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Meet Leopold Aschenbrenner
From Ivy League valedictorian at 19 to fired from OpenAI at 22 to engaged to Anthropic's Chief of Staff
Here's everything you need to know about Leopold:
Early Life:
• Born in Germany to two doctors
• Enrolled at Columbia at 15
• Graduated valedictorian at 19
• Tyler Cowen called him an "economics prodigy" at 17
Situational Awareness:
• OpenAI fired him at 22 for warning them about China's espionage risk
• He responded with a 165-page AGI essay
• Then started a fund backed by the Collison brothers
Current Day:
• $20B AUM. +270% in 2026.
• His fiancée is Chief of Staff to Anthropic's CEO
• Anthropic just filed to buy 1.4 GW of Australian compute, up to $15B
• The two companies supplying: $SHAZ x $IREN
• Leopold owns 19.9% of $SHAZ and 11.7M shares of $IREN
• $SNDK: He disclosed a $12.9M stake in November 2025. Up +535% since
• $BE: He bet on fuel cells powering AI data centers in Q4 2025. Up +186% since
• $IREN: He started buying at $8 in May 2025 because AI has one problem: not enough power. Up +413% since
OpenAI firing him might have been the most expensive mistake in Silicon Valley history
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Michael Burry Stock Tracker ♟ retweetledi
Burry's performance has been better recently
If you want to see his full holdings or trade alongside, see below:
link.joinautopilot.com/eXKr/9hrjuama
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Update: It's been 8 days since Michael Burry publicly went bearish on Applied Materials $AMAT
It's down ~22% since
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Update: Micron $MU is now down 14% since Michael Burry shorted it back on July 2nd
He opened the short at $1,051
It's now $905
Michael Burry Stock Tracker ♟@burrytracker
Breaking: Michael Burry has opened a bearish position in Micron $MU He opened the short at $1,051.87 per share
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