🚨 BREAKING: Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing Scion Capital just bought put options on 1M Nvidia shares and 5M Palantir shares 👀 The Big Short is feeling bearish on AI

Don't overthink what stocks to buy

And just like that Autopilot has its first investor who's earned $2,000,000 in fees after launching his flagship portfolio > passionate investor managing own portfolio > shares his stock picks publicly for free > writes up conviction behind each investment for research > thinks about monetizing his picks via Substack > never does because of the upkeep + churn *Discovers Autopilot > realizes he can monetize the portfolio he's managing > realizes he doesn't have to do any extra work > realizes investors can connect their accounts and invest alongside automatically > realizes he can charge a yearly fee for his trades And now he's made $2,000,000 & changed his life forever The next Bill Ackman is somewhere on Main Street waiting to be discovered, our whole goal is simply to find them

Breaking: Michael Burry exposes how Microsoft is making its spending look smaller Here's his reasoning: 1. Microsoft rents its data centers on leases that last 13 years on average 2. If you rent a building for most of its life, accounting rules count it as buying the building, so it goes into your spending numbers 3. Microsoft used to say its data centers last 15 years. A 13-year lease was most of that, so its leases counted as spending 4. Now Microsoft is saying its data centers last 25 years. The same 13-year lease is only about half of that, so it counts as rent and drops out of spending 5. That cut Microsoft's 2026 spending forecast to ~$175B, even though its CFO said the real spending plan "remains unchanged" 6. Microsoft has $329.1B of data center leases signed that haven't started yet, up 3.5x in 12 months Burry says Microsoft is using these numbers "as a lever to get what it wants", and not one analyst asked about it

Breaking: Billionaire Fund Manager Ray Dalio warns the AI Bubble is close to bursting Dalio and Burry are on the same page

Breaking: Michael Burry updated his portfolio for tax-loss harvesting He: • Swapped Lululemon $LULU for Deckers $DECK • Sold Fannie Mae $FNMA • Bought Freddie Mac $FMCC • Swapped Sprouts Farmers Market $SFM for 2028 calls • Swapped Zoetis $ZTS stock for 2029 calls • Added MetLife $MET 2029 puts • Bought more JD $JD 2029 calls • Bought more BYD $BYDFF common stock • Still waiting for lower prices on Alibaba $BABA • Holding Fiserv $FISV, no changes Burry says the fourth quarter "brings extra pressure on stocks that are down a lot," per his Substack

Breaking: Leopold Aschenbrenner's options have expired Two weeks ago, reports said Leopold opened 4 option positions in the following: • Micron $MU: strike $1,000 • SanDisk $SNDK: strike $1,600 • Intel $INTC: strike $115 • Marvell $MRVL: strike $250 He paid $96M and all four expired in the money 47% return and profited about $45.6M in 2 weeks

Update: it's been 150 days since Michael Burry opened a position in MercadoLibre He called it the Amazon of Brazil, Mexico and Argentina Today, Brazil is ripping on Bolsonaro's election lead $MELI is up 11.5% since

Breaking: The Trump administration is giving Vistra $4,000,000,000 loan to upgrade 3 nuclear plants ‣ Nancy Pelosi bought up to $750K at ~$171 ‣ Peter Thiel filed ~$60M position at ~$148 $VST trades at $140 right now