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Post #112146 20

Forwarded from Gong Jiao Wei 巩娇玮

Michael Burry added to his Micron, Nebius and SOXX shorts on Tuesday. They're up 284%, 182% and 90% this year. He keeps doubling down. Added Micron and PLTR as well.

ORCL $149.12 -23% this year 6x sales
PLTR $184.99 +4% this year 69x sales
NBIS $236.12 +182% this year 42x sales
NVDA $228.87 +23% this year 18x sales
SOXX $572.78 +90% this year ETF
MU $1,096.16 +284% this year 14x sales

https://finance.yahoo.com/markets/stocks/articles/michael-burry-memory-stocks-thesis-165440692.html
Yahoo Finance Michael Burry Adds To Micron, Nebius, Palantir Shorts As Acer Flags Rising Memory Supply In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.
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