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by winston » Wed Sep 03, 2025 2:57 pm
UnitedHealth Group (NYSE: UNH). Burry bought 20,000 shares and call options on 350,000 more.
UnitedHealth is exiting plans where costs have become too difficult to manage, it's raising premiums on certain plans, and it's using artificial intelligence (AI) to drive efficiency.
by winston » Fri Oct 31, 2025 4:07 pm
Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play.
Burry had famously predicted and profited off the 2008 subprime mortgage crisis, which was depicted in “The Big Short.” He had in 2021 also sounded the alarm over a major speculative bubble in meme stocks and cryptocurrencies.
by winston » Wed Nov 05, 2025 7:23 am
Bought more than $1 billion in put options on the two tech companies.
Scion also disclosed call options on Pfizer and Halliburton.
“Sometimes, we see bubbles”. “Sometimes, there is something to do about it. Sometimes, the only winning move is not to play.”
by behappyalways » Thu Nov 06, 2025 1:18 pm
by winston » Tue Nov 11, 2025 8:06 am
"Understating depreciation by extending useful life of assets artificially boosts earnings," calling it "one of the more common frauds of the modern era."
The investor specifically targeted tech companies purchasing NVIDIA chips and servers, arguing they should not be extending the useful lives of computing equipment that typically has a 2-3 year product cycle.
Burry estimates these companies will understate depreciation by $176 billion between 2026-2028.
By 2028, he projects Oracle (NYSE:ORCL) will overstate earnings by 26.9% and Meta (NASDAQ:META) by 20.8%.
He promised more details would be coming on November 25.
by behappyalways » Fri Nov 14, 2025 12:35 pm
by behappyalways » Sat Nov 15, 2025 1:19 pm
by behappyalways » Wed Nov 26, 2025 12:51 pm
by winston » Wed Feb 25, 2026 5:25 pm
“Understating depreciation” to protect their bottom lines.
The crux of the allegation lies in how long these companies claim their AI hardware remains valuable.
While the industry moves at breakneck speed, Burry argues companies are artificially extending the “useful life” of chips and servers to keep expenses off current income statements.
by winston » Tue Mar 03, 2026 11:27 am
Nearly all major Chinese firms, the securities held by international investors are merely shares in offshore entities.
“The actual shares bought by investors are shares of a Cayman Islands shell company with no operations.”
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