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Michael Burry just shorted, big time. Nearly 50% of portfolio is a short on $NVDA alone

Posted on 5/15/25 at 8:03 pm
Posted by Hollywood Henderson
Member since May 2025
14 posts
Posted on 5/15/25 at 8:03 pm
The legend from "The Big Short" is at it again.
Anyone going to follow his lead ?

This post was edited on 5/15/25 at 8:05 pm
Posted by Fat Bastard
2024 NFL pick'em champion
Member since Mar 2009
82268 posts
Posted on 5/15/25 at 8:05 pm to
NICE ALTER

who are you and what is your main account ?

Posted by Hollywood Henderson
Member since May 2025
14 posts
Posted on 5/15/25 at 8:07 pm to
What's your problem?
Michael Burry, the guy that The Big Short was based on, just move half of his portfolio to a "Short NVDA" position.
Seems like relevant news on a money board.

So GFY
This post was edited on 5/15/25 at 8:08 pm
Posted by tigermeat
Member since Jan 2005
3190 posts
Posted on 5/15/25 at 8:12 pm to
quote:

So GFY
Posted by bayoubengals88
LA
Member since Sep 2007
21316 posts
Posted on 5/15/25 at 8:22 pm to
Doesn’t tell us much. He could have already closed them.
They were new positions sometime in Q2. Just had to report before Q2 ended.
Posted by Hateradedrink
Member since May 2023
3157 posts
Posted on 5/15/25 at 9:10 pm to
quote:

Hollywood Henderson


Dumb fricker.
Posted by DarthRebel
Tier Five is Alive
Member since Feb 2013
23256 posts
Posted on 5/15/25 at 10:32 pm to
quote:

So GFY

Posted by SlidellCajun
Slidell la
Member since May 2019
13614 posts
Posted on 5/16/25 at 6:21 am to
Even a blind squirrel is wrong most of the time
Posted by bigjoe1
Member since Jan 2024
879 posts
Posted on 5/16/25 at 6:38 am to
I think Norway is back.
Posted by Shepherd88
Member since Dec 2013
4808 posts
Posted on 5/16/25 at 6:48 am to
This dude got lucky one good time. Since then he’s been inverse Cramer.
Posted by DarthRebel
Tier Five is Alive
Member since Feb 2013
23256 posts
Posted on 5/16/25 at 7:26 am to
quote:

I think Norway is back.


That or fareway has an alter now
Posted by K E V 8 4
Member since Jul 2010
615 posts
Posted on 5/16/25 at 8:04 am to
quote:

inverse Cramer


Isn't "inverse Cramer" a good thing....i.e., better-than-market returns?

I haven't followed Burry in several years....last I recall he was buying land(?).

OP is focused on the shorts, but what does the board think about EL? It's way off its historical highs and has recently gotten off of its bottom. Thanks for any insights.
Posted by Shepherd88
Member since Dec 2013
4808 posts
Posted on 5/16/25 at 8:32 am to
quote:

Isn't "inverse Cramer" a good thing....i.e., better-than-market returns?


Yes you are correct, I hadn’t had my coffee yet. lol. I meant he has become Cramer
Posted by The Baker
This is fine.
Member since Dec 2011
17142 posts
Posted on 5/16/25 at 8:34 am to
A lot of AI is bullshite
Posted by TigerTatorTots
The Safeshore
Member since Jul 2009
81709 posts
Posted on 5/16/25 at 8:56 am to
FWIW, Burry has been wrong WAYYYY more than hes been right in the last decade
Posted by SalE
At the beach
Member since Jan 2020
2689 posts
Posted on 5/16/25 at 9:53 am to
Sounds like a buy opp for Ichan
Posted by AlteriorMotive
Getting a little bit yipee
Member since Mar 2025
131 posts
Posted on 5/16/25 at 10:27 am to
Estee Lauder? Interesting
Posted by Big Scrub TX
Member since Dec 2013
36992 posts
Posted on 5/16/25 at 10:54 am to
quote:

FWIW, Burry has been wrong WAYYYY more than hes been right in the last decade
And he lied about certain aspects of what he was right about 17 years ago.
Posted by LSURussian
Member since Feb 2005
131120 posts
Posted on 5/16/25 at 1:11 pm to
quote:

And he lied about certain aspects of what he was right about 17 years ago.
I wonder if he still walks around his office barefoot...??
Posted by Big Scrub TX
Member since Dec 2013
36992 posts
Posted on 5/16/25 at 1:40 pm to
quote:

I wonder if he still walks around his office barefoot...??
Not sure about that, but his claim that he "taught the Goldman mortgage desk" about using CDS to short mortgage bonds is...inane.
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