Yumeko Kawamoto personal page - To The Moon

Yumeko Kawamoto

Yumeko Kawamoto

Mess with me & you die

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Yumeko Kawamoto

07-09 22:20

$MU 20260710 870.0 PUT$ Not bad. Sell put option flips from red to green in 1 week. Tough Love ❤️

Yumeko Kawamoto

07-08

$Tiger Brokers(TIGR)$

Yumeko Kawamoto

07-01

$MU 20260702 870.0 PUT$

Yumeko Kawamoto

07-01

Share your opinion about this news…

Prominent "Big Short" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials

Yumeko Kawamoto

06-26

I love Friday !

Yumeko Kawamoto

06-20

SoaceX will hit $5000 min . Even micron can go to >$1000

Yumeko Kawamoto

06-13

$SpaceX(SPCX)$ Hope SpaceX fly under the wings of Elon Musk

Yumeko Kawamoto

06-12

Great article, would you like to share it?

@jigglyppoppii:$Tesla Motors(TSLA)$ Big news for Tesla bulls. Alexander Potter at Piper Sandler just doubled down with an Overweight rating and a $500 price target. Why it matters: Potter believes Tesla has basically cracked Level 4 autonomy in real-world conditions, and the market is seriously underestimating it. Here's what's getting him excited: - FSD users get insurance perks, "Cybercabs" with no steering wheels are coming, and Tesla is building the infrastructure for robotaxis. - FSD subscription numbers are finally public, making autonomy clearly a growth engine now. - Robotaxi plans are quietly expanding to multiple cities, laying the foundation for a huge autonomous network. If you've been skeptical, it might be time

Yumeko Kawamoto

06-12

My base case: Above $135. Rough probabilities: Above $135: 60% Below $135: 40% The bull case is that: Starlink keeps compounding revenue growth. Investors continue assigning premium multiples to AI, space, and infrastructure assets. Index inclusion creates sustained institutional ownership. The bear case is that: The IPO enthusiasm fades. Lockup expirations increase supply. The market decides the valuation got too far ahead of fundamentals. My prediction: SPCX opens around $165–180 (+22% to +33%) and finishes its first year around $170–220, assuming the broader market remains supportive. That's bullish, but not nearly as bullish as some of the projections circulating right now.

Yumeko Kawamoto

06-02

$WTI Crude Oil - Jul 2026(CL2607)$ Weeee! 😎

Yumeko Kawamoto

05-29

$WTI Crude Oil - main 2607(CLmain)$ Bearish

Yumeko Kawamoto

05-29

Well SpaceX + Tesla will be an incredible combo

Yumeko Kawamoto

05-25

$WTI Crude Oil - Jul 2026(CL2607)$

Yumeko Kawamoto

05-23

[Cool]

Yumeko Kawamoto

05-20

$WTI Crude Oil - Jul 2026(CL2607)$

Yumeko Kawamoto

05-15

$Brent Last Day Financial - main 2607(BZmain)$ bearish

Yumeko Kawamoto

03-26

Yes. I would . Is Elon musk company ! Let's all Join

Go to Tiger App to see more news

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Additionally, he has newly established short positions in <b>NVIDIA</b>, <b>Applied Materials</b>, <b>Tesla Motors</b>, and the iShares Semiconductor ETF.<br/><br/>Burry wrote in an article published on Substack on Tuesday:<br/><br/>&#34;This is my first time shorting <b>Caterpillar</b>. In the past, being long this stock has worked well for me.&#34;<br/><br/>In the first half of 2026, <b>Caterpillar</b>&#39;s stock price has surged 86% cumulatively, making it one of the best-performing components of the S&amp;P 500 index this year. As global AI infrastructure investment continues to heat up, more investors are viewing the company as a key stock to play this theme.<br/><br/>Burry indicated that <b>Caterpillar</b>&#39;s valuation has risen to a level that alarms him. With the stock hitting record highs, its Price-to-Sales Ratio has climbed to its highest level in at least the past 30 years.<br/><br/>Burry also wrote:<br/><br/>&#34;The immediate catalyst for today&#39;s rally is South Korea&#39;s announced massive spending plan. But in my view, this is precisely the beginning of the end for this rally. It&#39;s now just a matter of time.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prominent \"Big Short\" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nProminent \"Big Short\" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-01 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The investor who inspired the film &#39;The Big Short&#39;, well-known hedge fund manager Michael Burry, has disclosed he has established a short position in <b>Caterpillar</b>, arguing the construction equipment manufacturer is now overvalued as a beneficiary of the AI infrastructure investment boom.<br/><br/>Burry stated he shorted <b>Caterpillar</b> stock at $1060.98. Additionally, he has newly established short positions in <b>NVIDIA</b>, <b>Applied Materials</b>, <b>Tesla Motors</b>, and the iShares Semiconductor ETF.<br/><br/>Burry wrote in an article published on Substack on Tuesday:<br/><br/>&#34;This is my first time shorting <b>Caterpillar</b>. In the past, being long this stock has worked well for me.&#34;<br/><br/>In the first half of 2026, <b>Caterpillar</b>&#39;s stock price has surged 86% cumulatively, making it one of the best-performing components of the S&amp;P 500 index this year. As global AI infrastructure investment continues to heat up, more investors are viewing the company as a key stock to play this theme.<br/><br/>Burry indicated that <b>Caterpillar</b>&#39;s valuation has risen to a level that alarms him. With the stock hitting record highs, its Price-to-Sales Ratio has climbed to its highest level in at least the past 30 years.<br/><br/>Burry also wrote:<br/><br/>&#34;The immediate catalyst for today&#39;s rally is South Korea&#39;s announced massive spending plan. But in my view, this is precisely the beginning of the end for this rally. It&#39;s now just a matter of time.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09366":"XI二南特斯-U","NVDL":"2倍做多NVDA ETF-GraniteShares","TSLZ":"2倍做空TSLA ETF-T-Rex","07766":"南方两倍做多特斯拉","TSLG":"2倍做多TSLA ETF-Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex","TSYY":"收益增强TSLA ETF-GraniteShares","TSLI":"2倍做多TSLA ETF-ProShares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","07788":"南方两倍做多英伟达","TLA":"GraniteShares Autocallable TSLA ETF","TSL":"1.25倍做多TSLA ETF-GraniteShares","NVDU":"2倍做多NVDA ETF-Direxion","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLA":"特斯拉","NVDW":"NVDA周配息ETF-Roundhill","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLQ":"2倍做空TSLA ETF-Tradr","NVDX":"2倍做多NVDA ETF-T-Rex","CAT":"卡特彼勒","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","NVYY":"GraniteShares YieldBOOST NVDA ETF","TSLR":"2倍做多TSLA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","TESL":"Simplify Volt TSLA Revolution ETF","TSLS":"1倍做空TSLA ETF-Direxion","NVD":"2倍做空NVDA ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","NVDB":"ProShares Ultra NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","TSLT":"2倍做多TSLA ETF-T-Rex","NVDA":"英伟达","ANV":"GraniteShares Autocallable NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","TSLW":"TSLA周配息ETF-Roundhill","09766":"南方两倍做多特斯拉-U","AMAT":"应用材料","TSII":"REX TSLA Growth & Income ETF","07388":"XI二南英伟","NVDG":"2倍做多NVDA ETF- Leverage Shares","TSLY":"TSLA期权收益策略ETF-YieldMax","TSDD":"2倍做空TSLA ETF-GraniteShares","07366":"XI二南特斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184896857","content_text":"The investor who inspired the film 'The Big Short', well-known hedge fund manager Michael Burry, has disclosed he has established a short position in Caterpillar, arguing the construction equipment manufacturer is now overvalued as a beneficiary of the AI infrastructure investment boom.Burry stated he shorted Caterpillar stock at $1060.98. Additionally, he has newly established short positions in NVIDIA, Applied Materials, Tesla Motors, and the iShares Semiconductor ETF.Burry wrote in an article published on Substack on Tuesday:\"This is my first time shorting Caterpillar. In the past, being long this stock has worked well for me.\"In the first half of 2026, Caterpillar's stock price has surged 86% cumulatively, making it one of the best-performing components of the S&P 500 index this year. As global AI infrastructure investment continues to heat up, more investors are viewing the company as a key stock to play this theme.Burry indicated that Caterpillar's valuation has risen to a level that alarms him. With the stock hitting record highs, its Price-to-Sales Ratio has climbed to its highest level in at least the past 30 years.Burry also wrote:\"The immediate catalyst for today's rally is South Korea's announced massive spending plan. But in my view, this is precisely the beginning of the end for this rally. It's now just a matter of time.\"","news_type":1,"symbols_score_info":{"TSYY":1,"NVII":1,"NVDQ":1,"TSLP":1,"TSLA":1,"TSLI":1,"TSDD":1,"TSL":1,"ANV":1,"07366":1,"07388":1,"09366":1,"NVDO":1,"TEST":1,"TSLG":1,"09766":1,"NVDD":1,"NVDX":1,"NVDY":1,"NVDB":1,"CAT":1,"NVYY":1,"TSLO":1,"TSLS":1,"07788":1,"TSLR":1,"TLA":1,"DIPS":1,"07766":1,"NVDS":1,"TSLQ":1,"NVDW":1,"NVDG":1,"TSLT":1,"TSII":1,"CRSH":1,"TESL":1,"NVDU":1,"NVD":1,"NVDA":1,"NVDL":1,"AMAT":1,"TSLW":1,"TSLY":1,"TSLZ":1}},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579335136727984,"gmtCreate":1782469348235,"gmtModify":1782469351049,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"I love Friday !&nbsp;","listText":"I love Friday !&nbsp;","text":"I love Friday !","images":[{"img":"https://community-static.tradeup.com/news/43a9a2037a56d79d851e1423fd60731d","width":"1044","height":"1562"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579335136727984","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":577195835655240,"gmtCreate":1781941834330,"gmtModify":1781941837249,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"SoaceX will hit $5000 min . Even micron can go to &gt;$1000","listText":"SoaceX will hit $5000 min . Even micron can go to &gt;$1000","text":"SoaceX will hit $5000 min . Even micron can go to >$1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/577195835655240","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4227180471926782","authorId":"4227180471926782","name":"CHINGYS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4227180471926782","authorIdStr":"4227180471926782"},"content":"stay confident, stay firm, you reach to your wish.","text":"stay confident, stay firm, you reach to your wish.","html":"stay confident, stay firm, you reach to your wish."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574652851580968,"gmtCreate":1781304446897,"gmtModify":1781308212054,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> Hope SpaceX fly under the wings of Elon Musk&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> Hope SpaceX fly under the wings of Elon Musk&nbsp;","text":"$SpaceX(SPCX)$ Hope SpaceX fly under the wings of Elon Musk","images":[{"img":"https://community-static.tradeup.com/news/67087412983bc00d1ae5dfeb2c419837","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574652851580968","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":574205376315632,"gmtCreate":1781195201066,"gmtModify":1781195203987,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574205376315632","repostId":"573832509465040","repostType":1,"repost":{"id":573832509465040,"gmtCreate":1781121568000,"gmtModify":1781156936109,"author":{"id":"10000000000011492","authorId":"10000000000011492","name":"jigglyppoppii","avatar":"https://static.tigerbbs.com/99dd9aa9d8775543cabaf49d754dfaa0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011492","authorIdStr":"10000000000011492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Big news for Tesla bulls. Alexander Potter at Piper Sandler just doubled down with an Overweight rating and a $500 price target. Why it matters: Potter believes Tesla has basically cracked Level 4 autonomy in real-world conditions, and the market is seriously underestimating it. Here's what's getting him excited: - FSD users get insurance perks, \"Cybercabs\" with no steering wheels are coming, and Tesla is building the infrastructure for robotaxis. - FSD subscription numbers are finally public, making autonomy clearly a growth engine now. - Robotaxi plans are quietly expanding to multiple cities, laying the foundation for a huge autonomous network. If you've been skeptical, it might be time","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Big news for Tesla bulls. Alexander Potter at Piper Sandler just doubled down with an Overweight rating and a $500 price target. Why it matters: Potter believes Tesla has basically cracked Level 4 autonomy in real-world conditions, and the market is seriously underestimating it. Here's what's getting him excited: - FSD users get insurance perks, \"Cybercabs\" with no steering wheels are coming, and Tesla is building the infrastructure for robotaxis. - FSD subscription numbers are finally public, making autonomy clearly a growth engine now. - Robotaxi plans are quietly expanding to multiple cities, laying the foundation for a huge autonomous network. If you've been skeptical, it might be time","text":"$Tesla Motors(TSLA)$ Big news for Tesla bulls. Alexander Potter at Piper Sandler just doubled down with an Overweight rating and a $500 price target. Why it matters: Potter believes Tesla has basically cracked Level 4 autonomy in real-world conditions, and the market is seriously underestimating it. Here's what's getting him excited: - FSD users get insurance perks, \"Cybercabs\" with no steering wheels are coming, and Tesla is building the infrastructure for robotaxis. - FSD subscription numbers are finally public, making autonomy clearly a growth engine now. - Robotaxi plans are quietly expanding to multiple cities, laying the foundation for a huge autonomous network. If you've been skeptical, it might be time","images":[{"img":"https://community-static.tradeup.com/news/19304feedd544eceb57cb423addc0c1e","width":"468","height":"602"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/573832509465040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574205275926776,"gmtCreate":1781195093411,"gmtModify":1781196326741,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"My base case: Above $135. Rough probabilities: Above $135: 60% Below $135: 40% The bull case is that: Starlink keeps compounding revenue growth. Investors continue assigning premium multiples to AI, space, and infrastructure assets. Index inclusion creates sustained institutional ownership. The bear case is that: The IPO enthusiasm fades. Lockup expirations increase supply. The market decides the valuation got too far ahead of fundamentals. My prediction: SPCX opens around $165–180 (+22% to +33%) and finishes its first year around $170–220, assuming the broader market remains supportive. That's bullish, but not nearly as bullish as some of the projections circulating right now.","listText":"My base case: Above $135. Rough probabilities: Above $135: 60% Below $135: 40% The bull case is that: Starlink keeps compounding revenue growth. Investors continue assigning premium multiples to AI, space, and infrastructure assets. Index inclusion creates sustained institutional ownership. The bear case is that: The IPO enthusiasm fades. Lockup expirations increase supply. The market decides the valuation got too far ahead of fundamentals. My prediction: SPCX opens around $165–180 (+22% to +33%) and finishes its first year around $170–220, assuming the broader market remains supportive. That's bullish, but not nearly as bullish as some of the projections circulating right now.","text":"My base case: Above $135. Rough probabilities: Above $135: 60% Below $135: 40% The bull case is that: Starlink keeps compounding revenue growth. Investors continue assigning premium multiples to AI, space, and infrastructure assets. Index inclusion creates sustained institutional ownership. The bear case is that: The IPO enthusiasm fades. Lockup expirations increase supply. The market decides the valuation got too far ahead of fundamentals. My prediction: SPCX opens around $165–180 (+22% to +33%) and finishes its first year around $170–220, assuming the broader market remains supportive. That's bullish, but not nearly as bullish as some of the projections circulating right now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574205275926776","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570699644843680,"gmtCreate":1780362828986,"gmtModify":1780362832255,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/FUT/CL2607\">$WTI Crude Oil - Jul 2026(CL2607)$</a> Weeee! 😎","listText":"<a href=\"https://ttm.financial/FUT/CL2607\">$WTI Crude Oil - Jul 2026(CL2607)$</a> Weeee! 😎","text":"$WTI Crude Oil - Jul 2026(CL2607)$ Weeee! 😎","images":[{"img":"https://community-static.tradeup.com/news/24ff180483922c893a77a14290a0026f","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570699644843680","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":569526802007560,"gmtCreate":1780050927431,"gmtModify":1780050930420,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/FUT/CLmain\">$WTI Crude Oil - main 2607(CLmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> Bearish&nbsp;","listText":"<a href=\"https://ttm.financial/FUT/CLmain\">$WTI Crude Oil - main 2607(CLmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> Bearish&nbsp;","text":"$WTI Crude Oil - main 2607(CLmain)$ Bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569526802007560","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569465647883200,"gmtCreate":1780035986210,"gmtModify":1780035989239,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"Well SpaceX + Tesla will be an incredible combo&nbsp;","listText":"Well SpaceX + Tesla will be an incredible combo&nbsp;","text":"Well SpaceX + Tesla will be an incredible combo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569465647883200","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567891800963872,"gmtCreate":1779684859018,"gmtModify":1779684861183,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/FUT/CL2607\">$WTI Crude Oil - Jul 2026(CL2607)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/FUT/CL2607\">$WTI Crude Oil - Jul 2026(CL2607)$</a>&nbsp;","text":"$WTI Crude Oil - Jul 2026(CL2607)$","images":[{"img":"https://community-static.tradeup.com/news/f5e8bc6242f4e0ea648600610ef876b1","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567891800963872","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":567319301630616,"gmtCreate":1779544773324,"gmtModify":1779544776274,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;&nbsp;","listText":"[Cool]&nbsp;&nbsp;","text":"[Cool]","images":[{"img":"https://community-static.tradeup.com/news/5e2140e5b74193c6f3a42b6279c75e96","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567319301630616","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":566097057480728,"gmtCreate":1779244149800,"gmtModify":1779244152533,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/FUT/CL2607\">$WTI Crude Oil - Jul 2026(CL2607)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/FUT/CL2607\">$WTI Crude Oil - Jul 2026(CL2607)$</a>&nbsp;","text":"$WTI Crude Oil - Jul 2026(CL2607)$","images":[{"img":"https://community-static.tradeup.com/news/9d11e6ec58463d3160221a34998f9771","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566097057480728","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":564367161860144,"gmtCreate":1778825424840,"gmtModify":1778826551788,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/FUT/BZmain\">$Brent Last Day Financial - main 2607(BZmain)$&nbsp;</a> bearish&nbsp;","listText":"<a href=\"https://ttm.financial/FUT/BZmain\">$Brent Last Day Financial - main 2607(BZmain)$&nbsp;</a> bearish&nbsp;","text":"$Brent Last Day Financial - main 2607(BZmain)$ bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564367161860144","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":546741351129280,"gmtCreate":1774507574933,"gmtModify":1774512014425,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"Yes. I would . Is Elon musk company ! Let's all Join&nbsp;","listText":"Yes. I would . Is Elon musk company ! Let's all Join&nbsp;","text":"Yes. I would . Is Elon musk company ! Let's all Join","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/546741351129280","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":583994171618176,"gmtCreate":1783606806803,"gmtModify":1783606810390,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/MU 20260710 870.0 PUT\">$MU 20260710 870.0 PUT$</a> Not bad.&nbsp; Sell put option flips from red to green in 1 week.&nbsp; Tough Love ❤️&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MU 20260710 870.0 PUT\">$MU 20260710 870.0 PUT$</a> Not bad.&nbsp; Sell put option flips from red to green in 1 week.&nbsp; Tough Love ❤️&nbsp;","text":"$MU 20260710 870.0 PUT$ Not bad. Sell put option flips from red to green in 1 week. Tough Love ❤️","images":[{"img":"https://community-static.tradeup.com/news/2c40c1f23233e22955624206ddac0f61","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/583994171618176","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583502793982040,"gmtCreate":1783486826309,"gmtModify":1783489085102,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[{"img":"https://community-static.tradeup.com/news/cc2651dfccce295e0f43a07c9198e5a8","width":"1290","height":"2285"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583502793982040","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":570699644843680,"gmtCreate":1780362828986,"gmtModify":1780362832255,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/FUT/CL2607\">$WTI Crude Oil - Jul 2026(CL2607)$</a> Weeee! 😎","listText":"<a href=\"https://ttm.financial/FUT/CL2607\">$WTI Crude Oil - Jul 2026(CL2607)$</a> Weeee! 😎","text":"$WTI Crude Oil - Jul 2026(CL2607)$ Weeee! 😎","images":[{"img":"https://community-static.tradeup.com/news/24ff180483922c893a77a14290a0026f","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570699644843680","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":567319301630616,"gmtCreate":1779544773324,"gmtModify":1779544776274,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;&nbsp;","listText":"[Cool]&nbsp;&nbsp;","text":"[Cool]","images":[{"img":"https://community-static.tradeup.com/news/5e2140e5b74193c6f3a42b6279c75e96","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567319301630616","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":577195835655240,"gmtCreate":1781941834330,"gmtModify":1781941837249,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"SoaceX will hit $5000 min . Even micron can go to &gt;$1000","listText":"SoaceX will hit $5000 min . Even micron can go to &gt;$1000","text":"SoaceX will hit $5000 min . Even micron can go to >$1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/577195835655240","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4227180471926782","authorId":"4227180471926782","name":"CHINGYS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4227180471926782","authorIdStr":"4227180471926782"},"content":"stay confident, stay firm, you reach to your wish.","text":"stay confident, stay firm, you reach to your wish.","html":"stay confident, stay firm, you reach to your wish."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581036381712528,"gmtCreate":1782884783753,"gmtModify":1782884786039,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/MU 20260702 870.0 PUT\">$MU 20260702 870.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MU 20260702 870.0 PUT\">$MU 20260702 870.0 PUT$</a>&nbsp;","text":"$MU 20260702 870.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/2e12d6962c05220940809ce0731a2f38","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581036381712528","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581007777927968,"gmtCreate":1782877706479,"gmtModify":1782877709141,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581007777927968","repostId":"1184896857","repostType":2,"repost":{"id":"1184896857","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1782861210,"share":"https://ttm.financial/m/news/1184896857?lang=en_US&edition=fundamental","pubTime":"2026-07-01 07:13","market":"us","language":"en","title":"Prominent \"Big Short\" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials","url":"https://stock-news.laohu8.com/highlight/detail?id=1184896857","media":"Deep News","summary":"The investor who inspired the film 'The Big Short', well-known hedge fund manager Michael Burry, has disclosed he has established a short position in Caterpillar, arguing the construction equipment...","content":"<html><head></head><body><p>The investor who inspired the film &#39;The Big Short&#39;, well-known hedge fund manager Michael Burry, has disclosed he has established a short position in <b>Caterpillar</b>, arguing the construction equipment manufacturer is now overvalued as a beneficiary of the AI infrastructure investment boom.<br/><br/>Burry stated he shorted <b>Caterpillar</b> stock at $1060.98. Additionally, he has newly established short positions in <b>NVIDIA</b>, <b>Applied Materials</b>, <b>Tesla Motors</b>, and the iShares Semiconductor ETF.<br/><br/>Burry wrote in an article published on Substack on Tuesday:<br/><br/>&#34;This is my first time shorting <b>Caterpillar</b>. In the past, being long this stock has worked well for me.&#34;<br/><br/>In the first half of 2026, <b>Caterpillar</b>&#39;s stock price has surged 86% cumulatively, making it one of the best-performing components of the S&amp;P 500 index this year. As global AI infrastructure investment continues to heat up, more investors are viewing the company as a key stock to play this theme.<br/><br/>Burry indicated that <b>Caterpillar</b>&#39;s valuation has risen to a level that alarms him. With the stock hitting record highs, its Price-to-Sales Ratio has climbed to its highest level in at least the past 30 years.<br/><br/>Burry also wrote:<br/><br/>&#34;The immediate catalyst for today&#39;s rally is South Korea&#39;s announced massive spending plan. But in my view, this is precisely the beginning of the end for this rally. It&#39;s now just a matter of time.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prominent \"Big Short\" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nProminent \"Big Short\" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-01 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The investor who inspired the film &#39;The Big Short&#39;, well-known hedge fund manager Michael Burry, has disclosed he has established a short position in <b>Caterpillar</b>, arguing the construction equipment manufacturer is now overvalued as a beneficiary of the AI infrastructure investment boom.<br/><br/>Burry stated he shorted <b>Caterpillar</b> stock at $1060.98. Additionally, he has newly established short positions in <b>NVIDIA</b>, <b>Applied Materials</b>, <b>Tesla Motors</b>, and the iShares Semiconductor ETF.<br/><br/>Burry wrote in an article published on Substack on Tuesday:<br/><br/>&#34;This is my first time shorting <b>Caterpillar</b>. In the past, being long this stock has worked well for me.&#34;<br/><br/>In the first half of 2026, <b>Caterpillar</b>&#39;s stock price has surged 86% cumulatively, making it one of the best-performing components of the S&amp;P 500 index this year. As global AI infrastructure investment continues to heat up, more investors are viewing the company as a key stock to play this theme.<br/><br/>Burry indicated that <b>Caterpillar</b>&#39;s valuation has risen to a level that alarms him. With the stock hitting record highs, its Price-to-Sales Ratio has climbed to its highest level in at least the past 30 years.<br/><br/>Burry also wrote:<br/><br/>&#34;The immediate catalyst for today&#39;s rally is South Korea&#39;s announced massive spending plan. But in my view, this is precisely the beginning of the end for this rally. It&#39;s now just a matter of time.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09366":"XI二南特斯-U","NVDL":"2倍做多NVDA ETF-GraniteShares","TSLZ":"2倍做空TSLA ETF-T-Rex","07766":"南方两倍做多特斯拉","TSLG":"2倍做多TSLA ETF-Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex","TSYY":"收益增强TSLA ETF-GraniteShares","TSLI":"2倍做多TSLA ETF-ProShares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","07788":"南方两倍做多英伟达","TLA":"GraniteShares Autocallable TSLA ETF","TSL":"1.25倍做多TSLA ETF-GraniteShares","NVDU":"2倍做多NVDA ETF-Direxion","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLA":"特斯拉","NVDW":"NVDA周配息ETF-Roundhill","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLQ":"2倍做空TSLA ETF-Tradr","NVDX":"2倍做多NVDA ETF-T-Rex","CAT":"卡特彼勒","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","NVYY":"GraniteShares YieldBOOST NVDA ETF","TSLR":"2倍做多TSLA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","TESL":"Simplify Volt TSLA Revolution ETF","TSLS":"1倍做空TSLA ETF-Direxion","NVD":"2倍做空NVDA ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","NVDB":"ProShares Ultra NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","TSLT":"2倍做多TSLA ETF-T-Rex","NVDA":"英伟达","ANV":"GraniteShares Autocallable NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","TSLW":"TSLA周配息ETF-Roundhill","09766":"南方两倍做多特斯拉-U","AMAT":"应用材料","TSII":"REX TSLA Growth & Income ETF","07388":"XI二南英伟","NVDG":"2倍做多NVDA ETF- Leverage Shares","TSLY":"TSLA期权收益策略ETF-YieldMax","TSDD":"2倍做空TSLA ETF-GraniteShares","07366":"XI二南特斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184896857","content_text":"The investor who inspired the film 'The Big Short', well-known hedge fund manager Michael Burry, has disclosed he has established a short position in Caterpillar, arguing the construction equipment manufacturer is now overvalued as a beneficiary of the AI infrastructure investment boom.Burry stated he shorted Caterpillar stock at $1060.98. Additionally, he has newly established short positions in NVIDIA, Applied Materials, Tesla Motors, and the iShares Semiconductor ETF.Burry wrote in an article published on Substack on Tuesday:\"This is my first time shorting Caterpillar. In the past, being long this stock has worked well for me.\"In the first half of 2026, Caterpillar's stock price has surged 86% cumulatively, making it one of the best-performing components of the S&P 500 index this year. As global AI infrastructure investment continues to heat up, more investors are viewing the company as a key stock to play this theme.Burry indicated that Caterpillar's valuation has risen to a level that alarms him. With the stock hitting record highs, its Price-to-Sales Ratio has climbed to its highest level in at least the past 30 years.Burry also wrote:\"The immediate catalyst for today's rally is South Korea's announced massive spending plan. But in my view, this is precisely the beginning of the end for this rally. It's now just a matter of time.\"","news_type":1,"symbols_score_info":{"TSYY":1,"NVII":1,"NVDQ":1,"TSLP":1,"TSLA":1,"TSLI":1,"TSDD":1,"TSL":1,"ANV":1,"07366":1,"07388":1,"09366":1,"NVDO":1,"TEST":1,"TSLG":1,"09766":1,"NVDD":1,"NVDX":1,"NVDY":1,"NVDB":1,"CAT":1,"NVYY":1,"TSLO":1,"TSLS":1,"07788":1,"TSLR":1,"TLA":1,"DIPS":1,"07766":1,"NVDS":1,"TSLQ":1,"NVDW":1,"NVDG":1,"TSLT":1,"TSII":1,"CRSH":1,"TESL":1,"NVDU":1,"NVD":1,"NVDA":1,"NVDL":1,"AMAT":1,"TSLW":1,"TSLY":1,"TSLZ":1}},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569465647883200,"gmtCreate":1780035986210,"gmtModify":1780035989239,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"Well SpaceX + Tesla will be an incredible combo&nbsp;","listText":"Well SpaceX + Tesla will be an incredible combo&nbsp;","text":"Well SpaceX + Tesla will be an incredible combo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569465647883200","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":546741351129280,"gmtCreate":1774507574933,"gmtModify":1774512014425,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"Yes. I would . Is Elon musk company ! Let's all Join&nbsp;","listText":"Yes. I would . Is Elon musk company ! Let's all Join&nbsp;","text":"Yes. I would . Is Elon musk company ! Let's all Join","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/546741351129280","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579335136727984,"gmtCreate":1782469348235,"gmtModify":1782469351049,"author":{"id":"4224278136396492","authorId":"4224278136396492","name":"Yumeko Kawamoto","avatar":"https://community-static.tradeup.com/news/3cb6a82d1781a60afa1eebe20b2ea504","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224278136396492","authorIdStr":"4224278136396492"},"themes":[],"title":"","htmlText":"I love Friday !&nbsp;","listText":"I love Friday !&nbsp;","text":"I love Friday !","images":[{"img":"https://community-static.tradeup.com/news/43a9a2037a56d79d851e1423fd60731d","width":"1044","height":"1562"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579335136727984","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}