
Michael Burry Stock Tracker ♟
@burrytracker • 561,593 subscribers
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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 ♟1,282,429 次观看 • 4 个月前

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 ♟276,514 次观看 • 1 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 • 2 年前

Ken Griffin bought Situational Awareness and here's what he sees coming with AI Ken Griffin is the CEO of Citadel: • Last week, Citadel bought the bulk of Situational Awareness's forced liquidation after the AI fund collapsed 67% in July • Citadel has returned $90,000,000,000+ to investors since 1990, the most of any hedge fund in history • Citadel's Q2 trades release August 14th
Michael Burry Stock Tracker ♟108,075 次观看 • 1 个月前

Elon Musk was asked how he actually thinks about picking stocks He was on Nikhil Kamath's podcast making the case that most people overcomplicate it Before buying anything, ask 3 things: • Do you believe in what they make? • Is the team talented and still motivated? • Will the products keep improving? If yes to all 3, buy it and ignore the daily swings
Michael Burry Stock Tracker ♟89,556 次观看 • 1 个月前

🚨 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 • 2 年前