Michael Burry

[winston]

Does Michael Burry Know Something Wall Street Doesn't? The Investor of "The Big Short" Fame Just Made a Striking Move.

by Adria Cimino

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.

Source: The Motley Fool

https://finance.yahoo.com/news/does-mic ... 00788.html

[winston]

‘Big Short’ investor Michael Burry issues bubble warning after 2 years of silence

by Ambar Warrick

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.

Source: investing.com

https://www.investing.com/news/stock-ma ... ce-4322342

[winston]

‘Big Short’ investor Michael Burry follows up cryptic AI bubble warning with bearish stock activity on Nvidia and Palantir

By Sasha Rogelberg

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.”

Source: Fortune

https://fortune.com/2025/11/04/big-shor ... alex-karp/

[behappyalways]

Palantir's stock price plunged 8% after strong earnings report was hit by short selling.
"Major short seller" Burry also shorted Nvidia, betting $1.1 billion on the AI ​​bubble.

漂亮財報竟遭放空 帕蘭泰爾股價跳殺8% "大賣空"貝瑞還空輝達 11億美元押注AI泡沫｜非凡財經新聞｜20251105

https://m.youtube.com/watch?v=in8iTdfOn84

[winston]

Michael Burry warns of $176 billion depreciation understatement by tech giants

by Louis Juricic

"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.

Source: investing.com

https://www.investing.com/news/stock-ma ... ts-4346876

[behappyalways]

Accusing AI giants of overstating profits...
"Short seller" Berry: Financial statements have problems!
Names Microsoft and Oracle, revealing understated depreciation expenses and overstated earnings.
控AI巨頭浮報利潤..."大賣空"貝瑞:財報有問題！點名微軟.甲骨文 揭低估折舊費用"高估盈餘"｜非凡財經新聞｜20251112
https://m.youtube.com/watch?v=yCispwaWa94


Few takeaways from me re Burry taking his ball and going home:
https://x.com/EricBalchunas/status/1988947883479978103


Burry shut down his firm, Scion Asset Management, stating that "My estimation of value in securities is not now, and has not been for some time, in sync with the markets."
https://x.com/Mayhem4Markets/status/1988953494532112507

[behappyalways]

Michael 'Big Short' Burry Rage-Quits Market, Liquidates Hedge Fund
https://www.zerohedge.com/markets/big-s ... ee-bubbles