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re: Michael Burry just shorted, big time. Nearly 50% of portfolio is a short on $NVDA alone
Posted on 5/16/25 at 2:04 pm to Hollywood Henderson
Posted on 5/16/25 at 2:04 pm to Hollywood Henderson
He is a lot smarter than I am so this is concerning…but he also gets his timing wrong a lot.
0
Posted on 5/16/25 at 2:51 pm to Big Scrub TX
quote:Michael Lewis is better at writing fiction than non-fiction which sometimes leads to him confusing the two.
Not sure about that, but his claim that he "taught the Goldman mortgage desk" about using CDS to short mortgage bonds is...inane.
Some of the best parts of what he wrote in Money Ball and The Blind Side were pure fabrications.
I suspect the same is true of The Big Short.
Posted on 5/27/25 at 7:20 pm to LSURussian
Earnings are out tomorrow after the close for NVDA
What is everyone hearing on the earnings report?
What is everyone hearing on the earnings report?
Posted on 5/27/25 at 7:29 pm to bayoubengals88
quote:
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.
Unless I’m mistaken these were the positions with which he ended the 1Q. He looked pretty wise for a week or so at least.
This post was edited on 5/27/25 at 7:30 pm
Posted on 5/27/25 at 7:49 pm to Double Oh
quote:
What is everyone hearing on the earnings report?
It will be released after close...
Posted on 5/27/25 at 8:02 pm to Double Oh
quote:Here is what I found. Yahoo Finance
For the quarter, Nvidia is expected to report adjusted earnings per share (EPS) of $0.88 on revenue of $43.3 billion, according to Bloomberg analyst consensus data. The company reported adjusted EPS of $0.61 on revenue of $26 billion in the same period last year.
Wall Street anticipates Nvidia's data center revenue to top out at $39.2 billion, up from $22.5 billion, which works out to a 74% year-over-year increase. Gaming revenue, the company's second-largest segment, is set to hit $2.8 billion, up from $2.6 billion
Posted on 5/27/25 at 8:05 pm to IT_Dawg
quote:
What is everyone hearing on the earnings report?
It will be released after close...
Duhhhhhhhhhh....
Posted on 5/28/25 at 6:26 am to K E V 8 4
quote:
haven't followed Burry in several years....last I recall he was buying land(?).
That’s correct. He parked his hedge fund I think in 2015? Mostly growing his asset fund at this point. He has invested many millions in land and water assets. These types of investments aren’t the most public, and generally aren’t as easily “followed” as equity tickers … so the jury is still out on whether he’s a good investor or not. Personally I think he’s a smart AF hedge fund veteran, has an identifiable system based on long term trends, and has been consistently proven successful.
Equity investors don’t like Burry for the same reason that craps bettors disfavor those that bet the Don’t Pass line ….. regardless of the lack of logic they apply.
Burry’s a selective contrarian … and a lot can be learned by watching his investment strategies. If he’s shorting that much NVDA, there’s a valid thesis behind the action …
This post was edited on 5/28/25 at 6:51 am
Posted on 5/28/25 at 4:00 pm to Hollywood Henderson
quote:
The legend from "The Big Short" is at it again.
Anyone going to follow his lead ?
Hide the knives and guns from him please
Posted on 5/28/25 at 5:24 pm to Double Oh
Big Short, just turned to Big Pucker
Probably not really, shorting NVDA just does not seem sound. Looking at you Norway.
Probably not really, shorting NVDA just does not seem sound. Looking at you Norway.
Posted on 5/28/25 at 6:18 pm to Hollywood Henderson
He's having a bad day....good
Posted on 5/31/25 at 10:24 am to Hollywood Henderson
quote:He nailed the market once, just once. Everything else since then has been a bust for walleye Mike.
Michael Burry, the guy that The Big Short
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