Big Short Burry warns of risks in US stocks and ends SEC registration

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11-14

为何美股需要警惕“大空头”清盘？其成名之路就是一段泡沫预警的历史

11-14

科技股警报拉响？华尔街齐陷恐慌，“大空头”急流勇退！

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Barcode

11-15

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ Our fascination with Michael Burry says more about market psychology than his actual positioning. Bloomberg confirms he has closed his entire reported portfolio for the period, liquidating everything between Q2 and Q3. That aligns with his long pattern of stepping aside when volatility regimes shift. He briefly rebuilt his book with significant put exposure to the leading AI names, while his remaining positions sat in Pfizer, Halliburton, Molina, and Bruker, all cash flow resilient and sensibly valued. He then deregistered Scion, appointed Phil Clifton as successor, and moved from managing out

Queengirlypops

11-14

$NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ 🔴🩸🧮 Market dumped into a full red spill and the heatmap is screaming risk, liquidity stress, and momentum breakdown. Tech selling is heavy with $NVDA, $MSFT, $AAPL and $GOOG rolling over while $TSLA leads the downside acceleration. $AMZN and $JPM are signalling volatility expansion, sector rotation, and pressure on large cap flows. Meanwhile Michael Burry is shutting Scion Asset Management after value estimates failed to align with market direction⁉️ The Burry bearish positioning did not work. Who shorts AI? 🤪 When the last bears vanish, the market often chooses its next trend without warning. NEVER be with BEAR

{"i18n":{"language":"en_US"},"financialEventData":{"themeId":"b63d18c9252c43b1a570e82387efd5dc","name":"Big Short Burry warns of risks in US stocks and ends SEC registration","description":"Well-known investor Burry warned of the risk of a bubble in the U.S. stock market, criticized the accounting operations of large technology companies, and terminated Scion Asset Management's registration qualification with the U.S. Securities and Exchange Commission on November 10, 2025.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1763093812044,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":b63d18c9252c43b1a570e82387efd5dc}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":[],"tweetCounts":2,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Big Short Burry warns of risks in US stocks and ends SEC registration","tweetAmount":2,"imageIsDefault":false,"aiDerivativeIssues":[]},"news":[{"id":402232,"article_id":"2583289555","title":"为何美股需要警惕“大空头”清盘？其成名之路就是一段泡沫预警的历史","subtitle":"","subtitle_show":0,"pub_time":1763092537000,"source_id":"stock_zhitongcaijing","language":"zh","url":"http://www.zhitongcaijing.com/content/detail/1369192.html","is_publish_highlight":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2},"rights":null},{"id":402233,"article_id":"2583547672","title":"科技股警报拉响？华尔街齐陷恐慌，“大空头”急流勇退！","subtitle":"","subtitle_show":0,"pub_time":1763084991000,"source_id":"gelonghui_highlight","language":"zh","url":"https://www.gelonghui.com/p/3194602","is_publish_highlight":0,"symbols_score_info":{"03086":1.5,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":0.9,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.9,"TSYW.SI":0.6,"TTTN":1.5},"rights":null}],"views":[],"tweetList":[{"id":500130374938912,"gmtCreate":1763143851375,"gmtModify":1763361432647,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Our fascination with Michael Burry says more about market psychology than his actual positioning. Bloomberg confirms he has closed his entire reported portfolio for the period, liquidating everything between Q2 and Q3. That aligns with his long pattern of stepping aside when volatility regimes shift. He briefly rebuilt his book with significant put exposure to the leading AI names, while his remaining positions sat in Pfizer, Halliburton, Molina, and Bruker, all cash flow resilient and sensibly valued. He then deregistered Scion, appointed Phil Clifton as successor, and moved from managing out","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Our fascination with Michael Burry says more about market psychology than his actual positioning. Bloomberg confirms he has closed his entire reported portfolio for the period, liquidating everything between Q2 and Q3. That aligns with his long pattern of stepping aside when volatility regimes shift. He briefly rebuilt his book with significant put exposure to the leading AI names, while his remaining positions sat in Pfizer, Halliburton, Molina, and Bruker, all cash flow resilient and sensibly valued. He then deregistered Scion, appointed Phil Clifton as successor, and moved from managing out","text":"$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ Our fascination with Michael Burry says more about market psychology than his actual positioning. Bloomberg confirms he has closed his entire reported portfolio for the period, liquidating everything between Q2 and Q3. That aligns with his long pattern of stepping aside when volatility regimes shift. He briefly rebuilt his book with significant put exposure to the leading AI names, while his remaining positions sat in Pfizer, Halliburton, Molina, and Bruker, all cash flow resilient and sensibly valued. He then deregistered Scion, appointed Phil Clifton as successor, and moved from managing out","images":[{"img":"https://community-static.tradeup.com/news/62b470eb3c786a35b538e69b265efe0d","width":"1641","height":"923"},{"img":"https://community-static.tradeup.com/news/03260cb330eb624c8d61265480a1329d","width":"1274","height":"1679"},{"img":"https://community-static.tradeup.com/news/ad95126d0901f53cf25f18a7d259fc5d","width":"1478","height":"811"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":81,"commentSize":41,"repostSize":31,"link":"https://ttm.financial/post/500130374938912","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"I found your point about visibility constraints interesting because it ties directly to how contrarian setups form. When you take quarterly filings out of the equation, price discovery looks different. I’m analysing Halliburton because the cash flow strength you mentioned fits the risk profile.","text":"I found your point about visibility constraints interesting because it ties directly to how contrarian setups form. When you take quarterly filings out of the equation, price discovery looks different. I’m analysing Halliburton because the cash flow strength you mentioned fits the risk profile.","html":"I found your point about visibility constraints interesting because it ties directly to how contrarian setups form. When you take quarterly filings out of the equation, price discovery looks different. I’m analysing Halliburton because the cash flow strength you mentioned fits the risk profile."},{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4177356503735472","idStr":"4177356503735472"},"content":"I get why you focused on the pattern because it lines up with what we have seen in past late cycle pivot points. The move into private money lets him position without pressure. I’m reviewing Molina because the fundamentals you highlighted make the valuation logic clearer.","text":"I get why you focused on the pattern because it lines up with what we have seen in past late cycle pivot points. The move into private money lets him position without pressure. I’m reviewing Molina because the fundamentals you highlighted make the valuation logic clearer.","html":"I get why you focused on the pattern because it lines up with what we have seen in past late cycle pivot points. The move into private money lets him position without pressure. I’m reviewing Molina because the fundamentals you highlighted make the valuation logic clearer."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":500023635018264,"gmtCreate":1763101157794,"gmtModify":1763148602394,"author":{"id":"4185249037082782","authorId":"4185249037082782","name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185249037082782","idStr":"4185249037082782"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 🔴🩸🧮 Market dumped into a full red spill and the heatmap is screaming risk, liquidity stress, and momentum breakdown. Tech selling is heavy with $NVDA, $MSFT, $AAPL and $GOOG rolling over while $TSLA leads the downside acceleration. $AMZN and $JPM are signalling volatility expansion, sector rotation, and pressure on large cap flows. Meanwhile Michael Burry is shutting Scion Asset Management after value estimates failed to align with market direction⁉️&nbsp;The Burry bearish positioning did not work. Who shorts AI? 🤪 When the last bears vanish, the market often chooses its next trend without warning. NEVER be with BEAR","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 🔴🩸🧮 Market dumped into a full red spill and the heatmap is screaming risk, liquidity stress, and momentum breakdown. Tech selling is heavy with $NVDA, $MSFT, $AAPL and $GOOG rolling over while $TSLA leads the downside acceleration. $AMZN and $JPM are signalling volatility expansion, sector rotation, and pressure on large cap flows. Meanwhile Michael Burry is shutting Scion Asset Management after value estimates failed to align with market direction⁉️&nbsp;The Burry bearish positioning did not work. Who shorts AI? 🤪 When the last bears vanish, the market often chooses its next trend without warning. NEVER be with BEAR","text":"$NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ 🔴🩸🧮 Market dumped into a full red spill and the heatmap is screaming risk, liquidity stress, and momentum breakdown. Tech selling is heavy with $NVDA, $MSFT, $AAPL and $GOOG rolling over while $TSLA leads the downside acceleration. $AMZN and $JPM are signalling volatility expansion, sector rotation, and pressure on large cap flows. Meanwhile Michael Burry is shutting Scion Asset Management after value estimates failed to align with market direction⁉️ The Burry bearish positioning did not work. Who shorts AI? 🤪 When the last bears vanish, the market often chooses its next trend without warning. NEVER be with BEAR","images":[{"img":"https://community-static.tradeup.com/news/aa8dd0b65a8ee88a667884876bf1ed08","width":"1472","height":"870"},{"img":"https://community-static.tradeup.com/news/15d3562c2fe5919b57ea0d7137089c1b","width":"1274","height":"1679"},{"img":"https://community-static.tradeup.com/news/bc7d85dbfcf8dc0f58ea13a7215e6217","width":"1024","height":"1536"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":143,"commentSize":42,"repostSize":1710,"link":"https://ttm.financial/post/500023635018264","isVote":1,"tweetType":1,"viewCount":37444,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"content":"I see the same liquidity stress across the tech cluster. $NVDA and $GOOG losing rhythm at the same time $TSLA accelerates lower is a classic risk rotation signature. Burry stepping away is symbolic. When the prominent bears exit, the market often recalibrates faster than people expect.","text":"I see the same liquidity stress across the tech cluster. $NVDA and $GOOG losing rhythm at the same time $TSLA accelerates lower is a classic risk rotation signature. Burry stepping away is symbolic. When the prominent bears exit, the market often recalibrates faster than people expect.","html":"I see the same liquidity stress across the tech cluster. $NVDA and $GOOG losing rhythm at the same time $TSLA accelerates lower is a classic risk rotation signature. Burry stepping away is symbolic. When the prominent bears exit, the market often recalibrates faster than people expect."},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"I was watching the same heatmap and the liquidity signal is real. When $NVDA and $MSFT both lose momentum together, it usually marks a structural shift rather than a casual pullback. The fact that $TSLA is the weakest link adds pressure on the risk cycle. Burry stepping aside removes one of the last macro bear anchors. Interesting timing.","text":"I was watching the same heatmap and the liquidity signal is real. When $NVDA and $MSFT both lose momentum together, it usually marks a structural shift rather than a casual pullback. The fact that $TSLA is the weakest link adds pressure on the risk cycle. Burry stepping aside removes one of the last macro bear anchors. Interesting timing.","html":"I was watching the same heatmap and the liquidity signal is real. When $NVDA and $MSFT both lose momentum together, it usually marks a structural shift rather than a casual pullback. The fact that $TSLA is the weakest link adds pressure on the risk cycle. Burry stepping aside removes one of the last macro bear anchors. Interesting timing."}],"imageCount":3,"langContent":"EN","totalScore":0}]}