Shyon
11-13
I’ve always found Michael Burry’s contrarian plays fascinating, but his $NVIDIA Corp(NVDA)$ and $Palantir Technologies Inc.(PLTR)$ shorts remind me how risky it is to fight market momentum. 13F filings don’t reveal timing, so it’s hard to know if he profited or not. Personally, I take his moves as a signal to stay cautious, not as a cue to follow — shorting top AI names in a strong bull run can backfire quickly.

I’ve shorted before, mainly through inverse ETFs or puts, but always with strict risk limits. I cap exposure below 2% of capital and set tight stops because shorts can move against you fast. For me, it’s a tactical play, not a long-term bet.

Before entering, I wait for signs of exhaustion — stretched prices, fading volume, or overbought sentiment. Sometimes I hedge with a long position in a related stock or ETF. My question is: with AI stocks still running hot, is it smarter to fade the hype now or keep riding the trend?

@Tiger_comments @TigerStars @MillionaireTiger

Michael Burry Warns of Tech Giants Understating Depreciation Impacting Profits
Michael Burry, known for predicting the 2008 financial crisis, has raised concerns about major tech companies potentially understating depreciation, leading to inflated profits. He highlighted that extending the useful life of assets could result in a $176 billion profit overstatement. This warning has sparked discussions about the impact on companies like Oracle and Meta. Morgan Stanley and Bank of America have also issued warnings about the potential negative effects of underestimated depreciation on tech giants' profitability.
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Comments

  • DEEP.PROFIT
    11-13
    DEEP.PROFIT
    $Palantir (PLTR.US)$ for those who challenged my views last week. I hope you would have known that what appears clear is muddy at times. if you still don't know how hedge funds work. if you are sold on your own logic and ignore fundamentals. I hope you can wake up now. hedge funds don't earn supernormal profits with you on board.
    • Shyon: 
      Thanks for sharing
  • 1PC
    11-13
    1PC
    Nice Sharing 😁 Yes agree 👍 @JC888 @Barcode @DiAngel @Shernice軒嬣 2000 @Aqa @DiAngel @koolgal
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