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BURRY: - SHORTED NEBIUS $NBIS IN LARGE SIZE AT $211.77 - SHORTED ORACLE $ORCL AT $144.63 first time Burry has taken a position on $NBIS

· 1.5M Views

132 Reposts 92 Quotes 2.7K Likes 304 Bookmarks
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279 replies collected of 333 X reports
World war 3 @war_346887 ·

@amitisinvesting Great decision for Burry. He will make tons of money.

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Miguel @MDCTrades305 ·

@amitisinvesting He closed the Oracle short position already !

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Austin @Frontlines1776 ·

@amitisinvesting Thought burry just closed is oracle short no?

1 2
Rui Aparício @ruiapa ·

@amitisinvesting What a clown…

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Justin Hood @Justinhoodie ·

@amitisinvesting Lol get ready to get fucked old man

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Investment Assistant. @PollyC59305 ·
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Raymond 🇳🇱 @Raymond1103SD ·

@amitisinvesting Jarvis, squeeze burry until he’s liquidated $NBIS x.com/Raymond1103SD/status/208…

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Stephen Hill @StephenHill610 ·

@amitisinvesting Burry is a Clown / one hit wonder. 🥴

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VIX Over 20 @VixOver20 ·

@amitisinvesting Ah so he has chosen… burnt short Will be a great fuel to reach $400 $NBIS

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Walker @wh1tewalker1 ·

@amitisinvesting This man!

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The Psycho Analyst @TheRealBirnbaum ·

@amitisinvesting Here comes short and distort. Get your cash ready because once he’s out it’s going to the moon. Or earnings next week will burn him alive. These are the only options.

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aphex @aphexinvests ·
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BeatTheBotz @BeatTheBotz ·

@amitisinvesting A first-time short in $NBIS alongside $ORCL is an interesting combination. Burry is clearly betting the AI trade has gotten too crowded.

1 1
Tito Tran @TitoNTran ·

@amitisinvesting Burry the Bear is at it again… x.com/TitoNTran/status/2085413…

1 4
JustifyRex @JustifyRex ·

@amitisinvesting Burry adding NBIS to the short book targets the purest AI cloud pure-play after its post-Yandex rebrand. Infrastructure demand rarely cracks on schedule when Nvidia keeps writing checks.

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Vishal Golcha @vishalgolcha ·

@amitisinvesting So that’s why nbis is down i seeee

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Luminara Stocks @_stockResearch ·

@amitisinvesting Why is he trying to destroy good things? $NBIS is a phenomenal company!

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Nick @Nick11694654 ·

@amitisinvesting He’s probably paid to create chaos and orchestrate dip buying opportunities.

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Ali Hamedi @AliHamedi23 ·

@amitisinvesting Very bullish

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Max the VC 👨‍🚀 @mreiffy · 30K

@amitisinvesting The issue with burry is that he still gets headlines, so algos react in the short term. Reality is that the guy has been wrong for the past decade

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Investment Assistant. @PollyC59305 ·
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Preston @blockpresto ·

@amitisinvesting would be terrible for cramer to go short here as well😉😂

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NoiselessTrading @neha041187 ·

@amitisinvesting Burry shorting $NBIS at $21 first print on that name. AI trade just got a villain again.

Will @dezod80 ·

@amitisinvesting what’s his downside on nebius lol? he’s just going to get slow burned with theta decay or his face ripped off

1 1
Aa Aadward @ArrrAvvvv ·

@amitisinvesting What a Market manipulating asshole .

2 25
SumPoorSlob @SumPoorSlob ·

@amitisinvesting Seems to be shorting / claiming to short high profile fintwit names for the engagement it creates This will be in the feed now nonstop until earnings

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Will Williams @willwilliamms ·

@amitisinvesting Funny how many fin-twit accounts are saying buy nbis rn lol

1 2
amit• Precise Market Analysis @SamJobber ·

@amitisinvesting That Oracle size feels heavier than the Nebius one, honestly. x.com/i/grok/share/df177d526d5…

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PharmaBro @pharmabroo ·

@amitisinvesting hes gonna be living in the streets in a few years

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Carlos @CMtalks_ ·

@amitisinvesting What does he know that we don't? 🤔

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amiory🍬🌈🍓🐳 @JudyM41034 ·

@amitisinvesting My strategy analysis ! as follows 🔽 x.com/i/grok/share/2918431918a…

Crossroads @Dr_Crossroads · 35K

@amitisinvesting I'm convinced he thinks AI is fake.

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Stendhall @Stendhall_ ·

@amitisinvesting Bro is only shorting the best companies... We know how it ends.

1 2
𝖏𝖆𝖘𝖔𝖓▪️ @dankulous ·

@amitisinvesting he’s effectively monetized the bear crowd with his substack. that’s his business model, not the shorts, since he’s mostly lost money on his positions since 2008 lol.

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CipherMind @CipherMind__ ·

@amitisinvesting I feel Bury short's only validates @leopoldasch's thesis

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CrypBankz📈⛓️ @CryptoBankz_65 ·

@amitisinvesting Investors don't care about short term price swings What matters is that $NBIS is still a $400 stock EOY regardless of what the screen presents rn

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Aditya R @AdityaInvests90 ·

@amitisinvesting So that’s why NBIS is down 💀

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Annie @ANNIETW138 ·

@amitisinvesting NO wonder the stock is down so much

1
INVESTINGWITHREZ @RezwanulCh16771 ·

@amitisinvesting Hope it goes down so i can buy some!

1 2
J Arrgh @MikeThompsonJr1 ·

@amitisinvesting Does this dude ever buy anything?

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SATOSHI•NAKAMOTO @ParodyNAKAMOTO ·

@amitisinvesting shorting nbis is bold hope he likes fire

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RICKY RUBIO'S ACL ツ @RICKYRUBIOWMWWW ·

@amitisinvesting Same guy that ls number 1 holding was $LULU?

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FYMa.ETH @FYMarafi54 ·
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Critical Thinker @ThatsrightCT ·

@amitisinvesting Burry sees what I see. Earnings for all these companies are not really what they claim are, companies buying their goods/services are circular, the projected earnings are based off debt, interest rates are going higher, and the bond market is teetering. Not sustainable.

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Capital signal @capitalsignalss ·

@amitisinvesting He’s an absolute idiot. This AI stock selloff started few months ago with PLTR when he pushed his Substack subscription. He should be held accountable for fueling unnecessary market volatility.

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StockIncubator @stockincubator ·

@amitisinvesting he is correct to short NBIS, it has high leverage

2 1
Mark_Martini @mark_martini_ ·

@amitisinvesting I’ll continue to HODL

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Anders @AndersInvests ·

@amitisinvesting Right before Q2 earnings? lol

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44 replies whose parent comment X withheld

Miguel @MDCTrades305 ·

@amitisinvesting WTH 🤦

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Miguel @MDCTrades305 ·

@amitisinvesting Must be a tiny position on $ORCL only 3% short interest! Good luck to him ! x.com/MDCTrades305/status/2085…

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CrypBankz📈⛓️ @CryptoBankz_65 ·
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Crossroads @Dr_Crossroads · 35K

@amitisinvesting I hope the macro doesn't help him out this time.

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Mr Block24 @Mrblock24 ·

@amitisinvesting @Dr_Crossroads Leopold situation could be just tip of iceberg

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Alain Garcia 🧢 @AGarciaLu ·

@Mrblock24 @amitisinvesting @Dr_Crossroads That’s the sort of thinking that leaves people in the sidelines

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thestreamingdev() @thestreamingdev ·

@amitisinvesting @Dr_Crossroads I mean he’s not wrong how are these companies going to pay for more capacity without selling shares?

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Ramen Kobemoto @sonnyvos2002 ·

@willwilliamms @realenginvestor @amitisinvesting Super solid kinda like inverse Cramer

Pitlane Capital @Pitlane_Capital ·

@amitisinvesting @Dr_Crossroads He‘s going to be correct

Capital signal @capitalsignalss ·

@amitisinvesting @MDCTrades305 When was a last time he was long on any tech ?

1 3
Pitlane Capital @Pitlane_Capital ·

@Dr_Crossroads @amitisinvesting Why do you „hope“ that? The gains from last Wednesday to yesterday were orchestrated and fake. Market manipulation by politicians. Where’s the Iran deal lmao Oil was tanked on those fake news too

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Manoj Sharma @mindpotential ·

@amitisinvesting @Dr_Crossroads Burry is usually early but rarely wrong @michaeljburry

Miguel @MDCTrades305 ·
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Eddie @realenginvestor ·

@IldefonsoVilar @amitisinvesting He is going against the brightest minds in the tech industry during the AI revolution that will reshape the world and humanity as we know it. He is just shorting, probably without doing any serious DD. He wants Big Short 2 badly!

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Nom Estay 🙏 @Tommy_Namaste_ ·

@amitisinvesting @Dr_Crossroads He’s just giving us buying opportunities

Ravenloft43 @ravenloft43 ·

@amitisinvesting @Dr_Crossroads He’s giving us the opportunity to make more money. Just like he did with PLtR and NVDA and MU. Be thankful for the bears and shorts.

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Carlos @CMtalks_ ·
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Andres @aherrerag23 ·
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Ej @Ej03__ ·

@LeStonkJames @amitisinvesting I can’t wait for the post earnings run when he gets slaughtered x.com/Ej03__/status/2085430577…

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HoundAdvice @D8vidSmith ·

@Dr_Crossroads @amitisinvesting Housing was “the macro” in 2006, and AI is the macro now. He was right about housing and will ultimately be right about the massive AI spend. But it’s party time until the inevitable over build.

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bl🅰️dez @lanpic13 ·

@SuggarT @Sagarawat1 @amitisinvesting Since he shorted palantir it droped 50%

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Critical Thinker @ThatsrightCT ·

All the hyperscalers are not sharing their profits from AI. The hyperscalers so far this quarter have beat earnings because of the valuations of their investments in OpenAI, Anthropic, and SpaceX. The amount of consumers spending money on AI is in the single digits which shows ROI is virtually non-existent anytime soon. The valuations of all these companies in the circle is massively overstated and the amount of debt they have is exploding while FCF is evaporating.

Steven @AlxndrHQ ·

@Mrblock24 @amitisinvesting @Dr_Crossroads It’s just the tip of being slow. Take the doggone leverage off and you won’t be forced liquidated

BDigs @B__Digs ·

@amitisinvesting @AndersInvests He'll be gone by earnings...

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Anders @AndersInvests ·

@amitisinvesting After $MSFT, $AMZN and $GOOG earnings and the cloud growth I don't see how he is not out before earnings.

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MarketMaverick @MktMavPro ·

@tokbull @jiahanjimliu @amitisinvesting No, he's reposted this article a dozen times.

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AEQ @tokbull ·

@MktMavPro @jiahanjimliu @amitisinvesting Thought the guy just had a baby. Imagine spending the little freetime you have posting about a company you dont own

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AlaskanInvestor @FrostyFinances ·

@amitisinvesting As much as I want to shit talk, we need the Burry's, the bears. It makes for a more healthy market, otherwise the $QQQ turns into the KOSPI.

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Sterling Labs @sl_wire ·

@amitisinvesting @FrostyFinances current $NVDA price: $219.71 at 15:24 ET the math on the flush he's targeting: Jul 29 flush low: $190.03, final hourly close $190.20 $NVDA is $29.68 (15.6%) above that flush low. The short thesis needs a real breakdown, not confirmation of one already happening.

Omid Soroush @omid_soroush ·

@amitisinvesting @MDCTrades305 So it is safe to say he doesn’t really know what he’s doing. Closed $ORCL short days ago but reentered it today

AntiKommunist @_melonBird ·

@G8Firend @ThatsrightCT @amitisinvesting Critical DRINKER! 🤡

1 1
Alejandro Monteiro @Alejandro7491 ·

@amitisinvesting @AndersInvests imagine if burry gets margin called lmao

. @disk0nekted ·

@Dr_Crossroads @amitisinvesting And currently views the recent pullback as a buying opportunity and has bought in since

Mark @Mark34522987202 ·
zoro @zoroinvests ·

@amitisinvesting @MDCTrades305 He is just like us

1 1
Max the VC 👨‍🚀 @mreiffy · 30K

@Kuenni_SK @amitisinvesting Broken clock I suppose

1 1
dan030 @dan0301111356 ·

@amitisinvesting @Dr_Crossroads Bro you tweeted this week that you started learning to invest 2 months ago and youre making jokes about a fund manager of 3 decades lmao

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PharmaBro @pharmabroo ·

@BearishKP @amitisinvesting So is your mom

The Suggar Plantation,Esq @SuggarT ·

@lanpic13 @Sagarawat1 @amitisinvesting If he was so smart why didn’t he buy it at 7 sell it at 207 and then short it. Like I said a chump.

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Crossroads @Dr_Crossroads · 35K

@SheldonFreed1 @amitisinvesting He was shorting $NVDA at under a 20 forward P/E. That's not a bubble, and it's the opposite of hyped.

Aron D'hooge @AronDhooge ·

@TruckerSPX @amitisinvesting Last 5 years, my % returns are bigger than his.

1
Tristar333 @Michael83095368 ·

@amitisinvesting @AndersInvests Why do we even care what he does anymore honestly, he is so terribly wrong on everything

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Aron D'hooge @AronDhooge ·

@PAr151515 @TruckerSPX @amitisinvesting We’re all in the same market. I wish you the best!

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