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
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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
@amitisinvesting Great decision for Burry. He will make tons of money.
@amitisinvesting My stock portfolio 📈 🔻 x.com/i/grok/share/11d97f9253e…
@amitisinvesting Jarvis, squeeze burry until he’s liquidated $NBIS x.com/Raymond1103SD/status/208…
@amitisinvesting Ah so he has chosen… burnt short Will be a great fuel to reach $400 $NBIS
@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.
@amitisinvesting A first-time short in $NBIS alongside $ORCL is an interesting combination. Burry is clearly betting the AI trade has gotten too crowded.
@amitisinvesting Burry the Bear is at it again… x.com/TitoNTran/status/2085413…
@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.
@amitisinvesting Why is he trying to destroy good things? $NBIS is a phenomenal company!
@amitisinvesting He’s probably paid to create chaos and orchestrate dip buying opportunities.
@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
@amitisinvesting My stock portfolio 📈 🔻 x.com/i/grok/share/11d97f9253e…
@amitisinvesting Burry shorting $NBIS at $21 first print on that name. AI trade just got a villain again.
@amitisinvesting what’s his downside on nebius lol? he’s just going to get slow burned with theta decay or his face ripped off
@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
@amitisinvesting Funny how many fin-twit accounts are saying buy nbis rn lol
@amitisinvesting That Oracle size feels heavier than the Nebius one, honestly. x.com/i/grok/share/df177d526d5…
@amitisinvesting My strategy analysis ! as follows 🔽 x.com/i/grok/share/2918431918a…
@amitisinvesting Bro is only shorting the best companies... We know how it ends.
@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.
@amitisinvesting I feel Bury short's only validates @leopoldasch's thesis
@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
@amitisinvesting $NBIS Possible Top x.com/essextrading/status/2085…
@amitisinvesting Same guy that ls number 1 holding was $LULU?
@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.
@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.
@amitisinvesting he is correct to short NBIS, it has high leverage
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@amitisinvesting Must be a tiny position on $ORCL only 3% short interest! Good luck to him ! x.com/MDCTrades305/status/2085…
@amitisinvesting I hope the macro doesn't help him out this time.
@amitisinvesting @Dr_Crossroads Leopold situation could be just tip of iceberg
@Mrblock24 @amitisinvesting @Dr_Crossroads That’s the sort of thinking that leaves people in the sidelines
@amitisinvesting @Dr_Crossroads I mean he’s not wrong how are these companies going to pay for more capacity without selling shares?
@willwilliamms @realenginvestor @amitisinvesting Super solid kinda like inverse Cramer
@amitisinvesting @MDCTrades305 When was a last time he was long on any tech ?
@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
@amitisinvesting @Dr_Crossroads Burry is usually early but rarely wrong @michaeljburry
@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!
@amitisinvesting @Dr_Crossroads He’s just giving us buying opportunities
@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.
@LeStonkJames @amitisinvesting I can’t wait for the post earnings run when he gets slaughtered x.com/Ej03__/status/2085430577…
@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.
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.
@Mrblock24 @amitisinvesting @Dr_Crossroads It’s just the tip of being slow. Take the doggone leverage off and you won’t be forced liquidated
@tokbull @jiahanjimliu @amitisinvesting No, he's reposted this article a dozen times.
@MktMavPro @jiahanjimliu @amitisinvesting Thought the guy just had a baby. Imagine spending the little freetime you have posting about a company you dont own
@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.
@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.
@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
@amitisinvesting @AndersInvests imagine if burry gets margin called lmao
@Dr_Crossroads @amitisinvesting And currently views the recent pullback as a buying opportunity and has bought in since
@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
@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.
@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.
@TruckerSPX @amitisinvesting Last 5 years, my % returns are bigger than his.
@amitisinvesting @AndersInvests Why do we even care what he does anymore honestly, he is so terribly wrong on everything
@PAr151515 @TruckerSPX @amitisinvesting We’re all in the same market. I wish you the best!
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