
Tracking hedge funds and Burry’s stocks. Powered by @joinautopilot
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Joined June 2022
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Michael Burry Stock Tracker ♟ retweeted
You shouldn’t have to overthink your stocks
Replying to @pelositracker
There’s actually an app to see Khanna’s trades and Pelosi and Trump’s trades
Check it out 👇
apps.apple.com/us/app/autopi…
Breaking: Nvidia CEO Jensen Huang exposed for another affair with an $NVDA executive, per NYT
Interesting...
CEO of FICO credit scores are going to hide costs
For 3 years FICO announced its price publicly, and raised it every time:
• 2023: $3.50 per score
• 2025: $4.95
• 2026: $10.00
Mortgage applications dropped this year but FICO’s mortgage revenue jumped 72%
Now, after the best year in its history, the CEO says “we are not going to share what the prices are” $FICO
Breaking: Michael Burry talks about buying Nvidia
He says selloff's like this usually get “a little pumped”, but he is still not tempted to hold $NVDA long term
Burry's reasoning:
• Nvidia’s advantage could shrink over 5 years
• The CEO scandal could bring more scrutiny
• China GPU sales could become a bigger issue
• DOJ antitrust pressure could pick up
Burry believes the market may think $NVDA is a “heck of a trade” soon, but for now he still holds Semiconductor ETF $SMH puts
See Burry's holdings or trade alongside below:
apps.apple.com/us/app/autopi…
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This why energy prices are high
Could be one of the best buying opportunities
$AVGO is now down 31% from its high, and that has only happened 4 other times since it went public in 2009
What happened to $AVGO after the prior 4, on average:
• 1 month later: +14.5% (4 of 4 times positive)
• 3 months later: +36.3% (4 of 4 times positive)
• 6 months later: +59.0% (4 of 4 times positive)
• 1 year later: +79.4% (4 of 4 times positive)
Bookmark this post $AVGO
Breaking: Michael Burry digs into Broadcom’s deal with Anthropic and finds a problem
Burry found:
• Broadcom promised Anthropic $161B of computer gear
• Broadcom passed some risk to insurance companies
• This is how companies hide debt as a deal gets bigger
Burry also found $AVGO is lending Anthropic $42B on top of the $161B it’s already owed, so he has no plans to buy Anthropic stock when it IPOs next week
Burry might be smart and that's why he has $100M+
apps.apple.com/us/app/autopi…
See his holdings above or trade alongside
Not financial advice*
Follow @DegenTracker_ if tired of Kalshi ads
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New $NVDA bull case just dropped
Interestingly, NVIDIA has a public portfolio that updates once a quarter
apps.apple.com/us/app/autopi…
It include names like $SPCX, $NBIS and more. If $NVDA performs well, would these as well?
Watch it above through the app or trade alongside
Michael Burry Stock Tracker ♟ retweeted
Only 3 ways a smart person can go broke:
liquor, ladies, and leverage
New: Michael Burry's trading perfectly
Michael Burry cut majority of his Caterpillar position after the puts went up ~300%
Burry’s trade:
• Shorted $CAT at ~$1,064
• Reduced position after $CAT fell to ~$559
Replying to @burrytracker
See Burry's holdings or trade alongside
apps.apple.com/us/app/autopi…
He's sitting in more cash lately waiting to deploy































