Jul. 24 at 9:38 PM
🚨 Breaking: Michael Burry has disclosed his updated positions.
Added longs:
$DKNG — DraftKings long added at
$23.07
$MOH — Molina long added at
$197.02
Burry left his existing:
$TSLA short
$PLTR short
$QQQ short
Burry is positioning for potential weakness in AI and semiconductor valuations while finding opportunities in select beaten-down areas.
Whether he is right or wrong, his positioning highlights the biggest debate in the market:
Is AI spending creating sustainable earnings growth?
Or are expectations already priced in?
The next few earnings reports may provide more clues.