Michael Burry Stock Tracker ♟
@burrytracker • 543,257 subscribers
Tracking hedge funds and Burry’s stocks. Powered by @joinautopilot
Videos
Mark Cuban thinks many data centers will turn into pickleball courts He was on the The All-In Podcast making the case that AI infrastructure is being overbuilt His comparison is the 90s when everyone raced to lay fiber-optic cable Then technology got more efficient, and what followed was the cables became useless, and companies lost billions on infrastructure nobody needed Now he sees the same setup with AI. Companies are signing 10 and 20 year power contracts betting that compute requirements never drop, and they will Cuban says the losers won't be retail investors this time It'll be: • Venture capital funds • Private equity • Institutional investors who went all in
Michael Burry Stock Tracker ♟274,323 次观看 • 12 天前
This got awkward fast GameStop wants to buy eBay in a deal worth ~$55.5B So today, Ryan Cohen went on CNBC And the obvious question was: How does a company worth about ~$11 billion buy one worth about ~$48 billion $GME has closed -10% since the interview aired
Michael Burry Stock Tracker ♟1,281,000 次观看 • 3 个月前
Bill Ackman is having a wonderful Monday morning Over a decade ago, Ackman and Carl Icahn went to war on CNBC and have been enemies ever since Today Icahn was charged by the SEC with hiding billions of dollars worth of stock pledges 🧵 But their feud didn't start there ...
Michael Burry Stock Tracker ♟2,445,750 次观看 • 1 年前
🚨 BREAKING: David Tepper went on Squak Box today and says he's buying "everything" China related "Listen a long time ago in 2008, I said to buy everything” Chinese stocks make up ~40% of Burry current portfolio Burry forsaw it in 2008, he may be doing it again now too
Michael Burry Stock Tracker ♟844,118 次观看 • 1 年前
Stop overthinking what stocks to buy Elon Musk was asked What Stocks He Would Buy at the end of 2025 • Google $GOOGL • Nvidia $NVDA “AI and robotics and maybe space flight are going to be overwhelmingly almost all the value” Both stocks up 20% since the interview
Michael Burry Stock Tracker ♟72,138 次观看 • 2 个月前
