He is a fraud. He was only rig

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Kipbana
07-31 17:57

He is a fraud. He was only right once and have been wrong countless times. Hope to see him lose big this time

The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal

The tech stock rebound was short-lived, but "The Big Short" investor Michael Burry hasn't retreated. Instead, he has expanded his short positions in stocks like Nvidia (NVDA) and Micron (MU). He...

The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal

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Hope to see him lose big this time&nbsp;</body></html>","text":"He is a fraud. He was only right once and have been wrong countless times. Hope to see him lose big this time","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/591730992891216","repostId":1161604168,"repostType":2,"repost":{"id":"1161604168","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":1785487499,"share":"https://ttm.financial/m/news/1161604168?lang=en_US&edition=fundamental","pubTime":"2026-07-31 16:44","market":"us","language":"en","title":"The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal","url":"https://stock-news.laohu8.com/highlight/detail?id=1161604168","media":"Deep News","summary":"The tech stock rebound was short-lived, but \"The Big Short\" investor Michael Burry hasn't retreated. Instead, he has expanded his short positions in stocks like Nvidia (NVDA) and Micron (MU). He...","content":"<html><head></head><body>The tech stock rebound was short-lived, but &#34;The Big Short&#34; investor Michael Burry hasn&#39;t retreated. Instead, he has expanded his short positions in stocks like Nvidia (NVDA) and Micron (MU). He believes the market is chasing an &#34;already exhausted&#34; old trade.<img src=\"https://community-static.tradeup.com/news/a77b518cdc561b7ff21b7ef25b6fa52c\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/>On July 30, Michael Burry executed a significant portfolio adjustment. There were no reductions or closures; every move was about increasing risk exposure. He bought the dip in DraftKings (DKNG), Zoetis (ZTS), and lululemon (LULU), while simultaneously purchasing long-term put options on the QQQ ETF and Nvidia (NVDA), and further shorting Micron (MU) and the Semiconductor ETF (SMH).<img src=\"https://community-static.tradeup.com/news/15c9880c07330a2bf92909c5cddc18c2\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/>At first glance, this series of trades seems contradictory: buying growth stocks at their lows while betting on a tech sector decline. However, in Burry&#39;s view, while the market has thousands of stocks, the number of truly tradable patterns is far fewer. He is buying companies that, after a prolonged decline, have seen their shares move into &#34;stronger hands.&#34; He is shorting the crowded trades where momentum has already shown signs of fatigue, yet are still being chased by the inertia of capital. More concerning, he is reportedly analyzing the latest filings from tech giants like Microsoft (MSFT) and Meta (META), claiming they are rife with accounting maneuvers and lower earnings quality. He concluded his notes with a single sentence: &#34;We are facing a giant.&#34;</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>The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal</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\">\nThe Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal\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\">\nDeep News \n2026-07-31 16:44\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>The tech stock rebound was short-lived, but &#34;The Big Short&#34; investor Michael Burry hasn&#39;t retreated. Instead, he has expanded his short positions in stocks like Nvidia (NVDA) and Micron (MU). He believes the market is chasing an &#34;already exhausted&#34; old trade.<img src=\"https://community-static.tradeup.com/news/a77b518cdc561b7ff21b7ef25b6fa52c\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/>On July 30, Michael Burry executed a significant portfolio adjustment. There were no reductions or closures; every move was about increasing risk exposure. He bought the dip in DraftKings (DKNG), Zoetis (ZTS), and lululemon (LULU), while simultaneously purchasing long-term put options on the QQQ ETF and Nvidia (NVDA), and further shorting Micron (MU) and the Semiconductor ETF (SMH).<img src=\"https://community-static.tradeup.com/news/15c9880c07330a2bf92909c5cddc18c2\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/>At first glance, this series of trades seems contradictory: buying growth stocks at their lows while betting on a tech sector decline. However, in Burry&#39;s view, while the market has thousands of stocks, the number of truly tradable patterns is far fewer. He is buying companies that, after a prolonged decline, have seen their shares move into &#34;stronger hands.&#34; He is shorting the crowded trades where momentum has already shown signs of fatigue, yet are still being chased by the inertia of capital. More concerning, he is reportedly analyzing the latest filings from tech giants like Microsoft (MSFT) and Meta (META), claiming they are rife with accounting maneuvers and lower earnings quality. He concluded his notes with a single sentence: &#34;We are facing a giant.&#34;</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161604168","content_text":"The tech stock rebound was short-lived, but \"The Big Short\" investor Michael Burry hasn't retreated. Instead, he has expanded his short positions in stocks like Nvidia (NVDA) and Micron (MU). He believes the market is chasing an \"already exhausted\" old trade.On July 30, Michael Burry executed a significant portfolio adjustment. There were no reductions or closures; every move was about increasing risk exposure. He bought the dip in DraftKings (DKNG), Zoetis (ZTS), and lululemon (LULU), while simultaneously purchasing long-term put options on the QQQ ETF and Nvidia (NVDA), and further shorting Micron (MU) and the Semiconductor ETF (SMH).At first glance, this series of trades seems contradictory: buying growth stocks at their lows while betting on a tech sector decline. However, in Burry's view, while the market has thousands of stocks, the number of truly tradable patterns is far fewer. He is buying companies that, after a prolonged decline, have seen their shares move into \"stronger hands.\" He is shorting the crowded trades where momentum has already shown signs of fatigue, yet are still being chased by the inertia of capital.More concerning, he is reportedly analyzing the latest filings from tech giants like Microsoft (MSFT) and Meta (META), claiming they are rife with accounting maneuvers and lower earnings quality. 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