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🔄 "التدوير العظيم": لماذا يهرب كبار المستثمرين من NVIDIA بينما لا يزال السوق يشتريها؟
في عالم المال، هناك فرق بين "الربح" و"توقع المستقبل". ستانلي دروكنميلر (الرجل الذي هزم بنك إنجلترا) لا يبرر صفقاته، لكن إفصاحاته تتحدث بصوت عالٍ.
في الربع الثالث، ألقى قنبلة في وول ستريت: تصفية كاملة لأسهم NVIDIA. ليس تقليصاً، ليس تحوطاً. خروج كامل.
هذا ليس مجرد قرار فردي؛ إنه جزء من نمط يتبعه "بيتر ثيل"، "مايكل بوري"، و"سوفت بانك". الأموال الأذكى في العالم تغادر "البنية التحتية" وتتجه نحو "التسييل" (Monetization).
دعونا نقوم بـ "تشريح دقيق" لهذا الهروب الجماعي، ولماذا لا يزال السعر يرتفع رغم ذلك 🕵️♂️📉:
1️⃣ أولاً: الاعتراف الصامت - الخروج من القمة 🚪🏔️
دروكنميلر لم يكن وحيداً. القائمة مرعبة:
بيتر ثيل (Thiel Macro): باع 40% من محفظته (أسهم إنفيديا بالكامل).
SoftBank: باعت حصة بقيمة 5.83 مليار دولار. "ماسايوشي سون" لم يترك الذكاء الاصطناعي، بل حول المال إلى OpenAI (التطبيقات بدلاً من الشرائح).
مايكل بوري (The Big Short): اشترى عقود "Put" (رهان على الهبوط) بقيمة 186 مليون دولار ضد إنفيديا. هذا ليس تحوطاً؛ هذا إعلان حرب.
Elliott Management: وصفت السهم بأنه في "أرض الفقاعة" (Bubble Land).
⚠️ الرسالة: هؤلاء ليسوا مضاربين يوميين. هؤلاء هم من يرون "التحولات الهيكلية" قبل حدوثها بسنوات.
2️⃣ ثانياً: الحقيقة غير المريحة - السعر يكذب الأطروحة (مؤقتاً) 📈🤥
رغم هذا الهروب، سهم NVIDIA صعد بنسبة 35-42% هذا العام، متفوقاً على السوق بضعف. بينما Meta (التي يشتريها الأذكياء) صعدت بـ 10-14% فقط.
لماذا؟ لأن السوق منقسم بين مدرستين:
مدرسة القيمة (Druckenmiller): تبيع بناءً على الهيكل والمخاطر المستقبلية (تخرج مبكراً).
مدرسة الزخم (Renaissance Technologies): تشتري بناءً على الاتجاه الحالي (تتبع الموجة حتى تنكسر).
صناديق الزخم (Momentum Funds) لا تزال تشتري لأن السعر يرتفع، بينما صناديق القيمة تبيع لأن العائد المستقبلي لم يعد يبرر المخاطرة.
3️⃣ ثالثاً: فلسفة التدوير - من "المعاول" إلى "الذهب" ⛏️➡️🥇
الأذكياء لا يراهنون ضد الذكاء الاصطناعي. هم يراهنون على المرحلة الثانية:
المرحلة 1 (البنية التحتية): بيع الرقائق (إنفيديا). هذه المرحلة تشبعت والتقييمات فلكية.
المرحلة 2 (التسييل): الشركات التي تستخدم هذه الرقائق لبيع خدمات حقيقية (Google, Meta).
دروكنميلر اشترى Alphabet و Meta. هو يقول: "انتهى وقت شراء آلة الطباعة، وحان وقت شراء من يبيع الصحف".
🔴 الخلاصة الاستراتيجية:
نحن في لحظة تشبه 2007 أو 1999. الأذكياء يخرجون والجمهور لا يزال يحتفل.
التدوير (Rotation) بدأ، لكنه لم يظهر في السعر بعد لأن "أموال السياح" وصناديق المؤشرات لا تزال تضخ السيولة.
الخطر "غير متماثل" (Asymmetric Risk): الصعود المتبقي محدود، لكن الهبوط المحتمل كارثي.
💡 السؤال لك: هل ستتبع "دروكنميلر" وتبيع إنفيديا الآن لتشتري شركات البرمجيات، أم ستظل راكباً لموجة "الزخم" حتى آخر لحظة؟ شاركنا قرارك. 👇#AI #Druckenmiller #MichaelBurry #SoftBank #Rotation
في عالم المال، هناك فرق بين "الربح" و"توقع المستقبل". ستانلي دروكنميلر (الرجل الذي هزم بنك إنجلترا) لا يبرر صفقاته، لكن إفصاحاته تتحدث بصوت عالٍ.
في الربع الثالث، ألقى قنبلة في وول ستريت: تصفية كاملة لأسهم NVIDIA. ليس تقليصاً، ليس تحوطاً. خروج كامل.
هذا ليس مجرد قرار فردي؛ إنه جزء من نمط يتبعه "بيتر ثيل"، "مايكل بوري"، و"سوفت بانك". الأموال الأذكى في العالم تغادر "البنية التحتية" وتتجه نحو "التسييل" (Monetization).
دعونا نقوم بـ "تشريح دقيق" لهذا الهروب الجماعي، ولماذا لا يزال السعر يرتفع رغم ذلك 🕵️♂️📉:
1️⃣ أولاً: الاعتراف الصامت - الخروج من القمة 🚪🏔️
دروكنميلر لم يكن وحيداً. القائمة مرعبة:
بيتر ثيل (Thiel Macro): باع 40% من محفظته (أسهم إنفيديا بالكامل).
SoftBank: باعت حصة بقيمة 5.83 مليار دولار. "ماسايوشي سون" لم يترك الذكاء الاصطناعي، بل حول المال إلى OpenAI (التطبيقات بدلاً من الشرائح).
مايكل بوري (The Big Short): اشترى عقود "Put" (رهان على الهبوط) بقيمة 186 مليون دولار ضد إنفيديا. هذا ليس تحوطاً؛ هذا إعلان حرب.
Elliott Management: وصفت السهم بأنه في "أرض الفقاعة" (Bubble Land).
⚠️ الرسالة: هؤلاء ليسوا مضاربين يوميين. هؤلاء هم من يرون "التحولات الهيكلية" قبل حدوثها بسنوات.
2️⃣ ثانياً: الحقيقة غير المريحة - السعر يكذب الأطروحة (مؤقتاً) 📈🤥
رغم هذا الهروب، سهم NVIDIA صعد بنسبة 35-42% هذا العام، متفوقاً على السوق بضعف. بينما Meta (التي يشتريها الأذكياء) صعدت بـ 10-14% فقط.
لماذا؟ لأن السوق منقسم بين مدرستين:
مدرسة القيمة (Druckenmiller): تبيع بناءً على الهيكل والمخاطر المستقبلية (تخرج مبكراً).
مدرسة الزخم (Renaissance Technologies): تشتري بناءً على الاتجاه الحالي (تتبع الموجة حتى تنكسر).
صناديق الزخم (Momentum Funds) لا تزال تشتري لأن السعر يرتفع، بينما صناديق القيمة تبيع لأن العائد المستقبلي لم يعد يبرر المخاطرة.
3️⃣ ثالثاً: فلسفة التدوير - من "المعاول" إلى "الذهب" ⛏️➡️🥇
الأذكياء لا يراهنون ضد الذكاء الاصطناعي. هم يراهنون على المرحلة الثانية:
المرحلة 1 (البنية التحتية): بيع الرقائق (إنفيديا). هذه المرحلة تشبعت والتقييمات فلكية.
المرحلة 2 (التسييل): الشركات التي تستخدم هذه الرقائق لبيع خدمات حقيقية (Google, Meta).
دروكنميلر اشترى Alphabet و Meta. هو يقول: "انتهى وقت شراء آلة الطباعة، وحان وقت شراء من يبيع الصحف".
🔴 الخلاصة الاستراتيجية:
نحن في لحظة تشبه 2007 أو 1999. الأذكياء يخرجون والجمهور لا يزال يحتفل.
التدوير (Rotation) بدأ، لكنه لم يظهر في السعر بعد لأن "أموال السياح" وصناديق المؤشرات لا تزال تضخ السيولة.
الخطر "غير متماثل" (Asymmetric Risk): الصعود المتبقي محدود، لكن الهبوط المحتمل كارثي.
💡 السؤال لك: هل ستتبع "دروكنميلر" وتبيع إنفيديا الآن لتشتري شركات البرمجيات، أم ستظل راكباً لموجة "الزخم" حتى آخر لحظة؟ شاركنا قرارك. 👇#AI #Druckenmiller #MichaelBurry #SoftBank #Rotation
🚨 MARKET WARNING 🚨
‘The Big Short’ investor Michael Burry is once again sounding the alarm.
According to Burry, the markets are heading toward a major crash, driven by excessive leverage, speculative excess, and fragile liquidity conditions.
He’s known for calling the 2008 crisis early — and when he speaks, smart money listens.
Volatility ahead. Risk management matters more than ever.
Are markets prepared this time? 👀📉
#Markets #MichaelBurry #RiskAlert #Crypto #Stocks #Macro
‘The Big Short’ investor Michael Burry is once again sounding the alarm.
According to Burry, the markets are heading toward a major crash, driven by excessive leverage, speculative excess, and fragile liquidity conditions.
He’s known for calling the 2008 crisis early — and when he speaks, smart money listens.
Volatility ahead. Risk management matters more than ever.
Are markets prepared this time? 👀📉
#Markets #MichaelBurry #RiskAlert #Crypto #Stocks #Macro
💥 U.S. Market Meltdown! – Palantir Shock, Michael Burry Shorts & Crypto Crash Trigger Panic 🌪️
| by NoobToProTrader
The U.S. stock market just faced its biggest single-day drop since April, shaking both Wall Street and Main Street traders. What started as a mild pullback quickly turned into a broad-based sell-off, fueled by disappointing earnings, bearish moves from big names, and a brutal crypto collapse that added gasoline to the fire. 🔥
---
📉 Wall Street Turns Red: Fear Takes Over
The Nasdaq tumbled more than 2%, while the S&P 500 slipped sharply as risk appetite evaporated. Even worse, Goldman Sachs’ retail-stock index dropped a stunning 3.6%, nearly triple the fall of the S&P — showing how quickly investors fled growth and tech names.
This wasn’t just a routine correction. The sell-off reflected a sudden loss of confidence as traders reacted to a mix of corporate weakness and macro uncertainty.
---
🧨 Palantir’s Fall From Glory
One of the biggest shockers of the day was Palantir ($PLTR). Once the darling of AI-driven stocks, it plunged over 8% after reporting earnings that failed to justify its lofty valuation.
Investors have long priced Palantir as a future AI powerhouse, but the latest results raised serious questions about whether its growth can sustain its premium tag.
To make matters worse, Michael Burry — the legendary “Big Short” investor — revealed fresh short positions against both Palantir and Nvidia. That news alone sent a wave of fear through retail and institutional circles alike. 📉
It was a classic domino effect: fear triggered selling → selling triggered panic → panic triggered margin calls.
---
💸 Retail Traders Try to Fight the Wave
Despite the bloodbath, retail investors didn’t step back. In fact, they bought nearly $560 million worth of stocks and ETFs in a single day — attempting to “buy the dip.”
For a brief moment, prices stabilized. But as professional traders doubled down on short positions and volatility spiked, another wave of selling hit — erasing any short-lived gains.
It’s a stark reminder that retail optimism alone can’t reverse institutional fear when the market mood turns sour.
---
🌐 Crypto Market Joins the Chaos
As if the equity meltdown wasn’t enough, the crypto market collapsed simultaneously, intensifying overall risk aversion.
Bitcoin (BTC) fell below $100,000 for the first time since June — a psychological level that triggered a wave of panic liquidations.
Ethereum (ETH) dropped over 10%, losing critical technical support.
In total, more than 342,000 traders were liquidated in 24 hours, wiping out $1.3 billion, mostly from long positions that were caught on the wrong side of the market. 💀
This double-crash between stocks and crypto shows how interconnected modern markets have become. When one domino falls, the entire chain reacts.
---
🧠 Analyst Outlook: Caution Is Key
Market sentiment right now is fragile and fear-driven. Analysts warn that more downside could still be ahead, especially if upcoming inflation data or Fed commentary adds more uncertainty.
For traders, this is a time for strategy, not emotion.
✅ Manage risk carefully
✅ Use stop-loss levels
✅ Avoid chasing rebounds
✅ Wait for confirmation signals
Remember — surviving volatility is what separates professionals from gamblers.
---
⚡ NoobToProTrader’s View
What we’re seeing isn’t just a pullback — it’s a reality check for overextended markets. Palantir’s drop, Burry’s bearish bets, and the crypto crash together exposed how fragile speculative sentiment really is.
But history shows: after every storm, opportunity rises.
When panic fades and structure returns, smart money will quietly start accumulating again. That’s when the real profits are made — not in the chaos, but in the calm that follows. 🌅
So, stay patient. Let the noise fade. Trade with a plan, not with fear.
---
#USMarket #CryptoCrash #MichaelBurry #Palantir #noobtoprotrader $BTC
$ETH
$BNB
The U.S. stock market just faced its biggest single-day drop since April, shaking both Wall Street and Main Street traders. What started as a mild pullback quickly turned into a broad-based sell-off, fueled by disappointing earnings, bearish moves from big names, and a brutal crypto collapse that added gasoline to the fire. 🔥
---
📉 Wall Street Turns Red: Fear Takes Over
The Nasdaq tumbled more than 2%, while the S&P 500 slipped sharply as risk appetite evaporated. Even worse, Goldman Sachs’ retail-stock index dropped a stunning 3.6%, nearly triple the fall of the S&P — showing how quickly investors fled growth and tech names.
This wasn’t just a routine correction. The sell-off reflected a sudden loss of confidence as traders reacted to a mix of corporate weakness and macro uncertainty.
---
🧨 Palantir’s Fall From Glory
One of the biggest shockers of the day was Palantir ($PLTR). Once the darling of AI-driven stocks, it plunged over 8% after reporting earnings that failed to justify its lofty valuation.
Investors have long priced Palantir as a future AI powerhouse, but the latest results raised serious questions about whether its growth can sustain its premium tag.
To make matters worse, Michael Burry — the legendary “Big Short” investor — revealed fresh short positions against both Palantir and Nvidia. That news alone sent a wave of fear through retail and institutional circles alike. 📉
It was a classic domino effect: fear triggered selling → selling triggered panic → panic triggered margin calls.
---
💸 Retail Traders Try to Fight the Wave
Despite the bloodbath, retail investors didn’t step back. In fact, they bought nearly $560 million worth of stocks and ETFs in a single day — attempting to “buy the dip.”
For a brief moment, prices stabilized. But as professional traders doubled down on short positions and volatility spiked, another wave of selling hit — erasing any short-lived gains.
It’s a stark reminder that retail optimism alone can’t reverse institutional fear when the market mood turns sour.
---
🌐 Crypto Market Joins the Chaos
As if the equity meltdown wasn’t enough, the crypto market collapsed simultaneously, intensifying overall risk aversion.
Bitcoin (BTC) fell below $100,000 for the first time since June — a psychological level that triggered a wave of panic liquidations.
Ethereum (ETH) dropped over 10%, losing critical technical support.
In total, more than 342,000 traders were liquidated in 24 hours, wiping out $1.3 billion, mostly from long positions that were caught on the wrong side of the market. 💀
This double-crash between stocks and crypto shows how interconnected modern markets have become. When one domino falls, the entire chain reacts.
---
🧠 Analyst Outlook: Caution Is Key
Market sentiment right now is fragile and fear-driven. Analysts warn that more downside could still be ahead, especially if upcoming inflation data or Fed commentary adds more uncertainty.
For traders, this is a time for strategy, not emotion.
✅ Manage risk carefully
✅ Use stop-loss levels
✅ Avoid chasing rebounds
✅ Wait for confirmation signals
Remember — surviving volatility is what separates professionals from gamblers.
---
⚡ NoobToProTrader’s View
What we’re seeing isn’t just a pullback — it’s a reality check for overextended markets. Palantir’s drop, Burry’s bearish bets, and the crypto crash together exposed how fragile speculative sentiment really is.
But history shows: after every storm, opportunity rises.
When panic fades and structure returns, smart money will quietly start accumulating again. That’s when the real profits are made — not in the chaos, but in the calm that follows. 🌅
So, stay patient. Let the noise fade. Trade with a plan, not with fear.
---
#USMarket #CryptoCrash #MichaelBurry #Palantir #noobtoprotrader $BTC
$ETH
$BNB
💥 Shockwaves in the AI Market! 💥
Legendary “Big Short” Michael Burry is betting $1 billion against Nvidia, while tech giant SoftBank dumps its entire $5.83 billion stake in the same stock.
Though acting independently — Burry sees a bubble, SoftBank reallocates to AI investments like OpenAI — the coincidence of two market titans taking negative actions simultaneously has sparked serious concerns: are we witnessing the peak of Nvidia and the AI stock frenzy?
#MichaelBurry #BTCHashratePeak #StrategyBTCPurchase #TrumpTariffs #AI
Legendary “Big Short” Michael Burry is betting $1 billion against Nvidia, while tech giant SoftBank dumps its entire $5.83 billion stake in the same stock.
Though acting independently — Burry sees a bubble, SoftBank reallocates to AI investments like OpenAI — the coincidence of two market titans taking negative actions simultaneously has sparked serious concerns: are we witnessing the peak of Nvidia and the AI stock frenzy?
#MichaelBurry #BTCHashratePeak #StrategyBTCPurchase #TrumpTariffs #AI
🔥🚨 ROMPIENDO 🚨
Michael Burry dice: «La mayor crisis financiera que hemos visto desde 2008 afectará a Wall Street el año que viene, por eso vendí el 99% de mis acciones».
#MichaelBurry #WallStreetNews #finanzas #Market_Update #Inversiones $USDC
Michael Burry dice: «La mayor crisis financiera que hemos visto desde 2008 afectará a Wall Street el año que viene, por eso vendí el 99% de mis acciones».
#MichaelBurry #WallStreetNews #finanzas #Market_Update #Inversiones $USDC
🚨 BREAKING:
💥 *“BIG SHORT” INVESTOR MICHAEL BURRY SHUTS DOWN HIS HEDGE FUND 😮
📉 Markets watching closely as Burry exits — could signal major shifts ahead!
#MichaelBurry #BigShort #HedgeFund #MarketMoves #FinanceNews
$GALA
$ILV
$YGG
💥 *“BIG SHORT” INVESTOR MICHAEL BURRY SHUTS DOWN HIS HEDGE FUND 😮
📉 Markets watching closely as Burry exits — could signal major shifts ahead!
#MichaelBurry #BigShort #HedgeFund #MarketMoves #FinanceNews
$GALA
$ILV
$YGG
Michael Burry’s 2023 “Sell” Call Aged Like Fine Irony 📉➡️📈
On Jan 31, 2023, The Big Short legend Michael Burry warned investors with one word: “Sell.”
Since then, the S&P 500 has surged +71%, from 4,076 → 6,648, completely defying his bearish call. 💥
Burry later admitted he was wrong as easing inflation, booming earnings, and the AI revolution kept markets roaring.
Even the best contrarians can miss when the bull refuses to quit. 🐂🔥
#MichaelBurry #SP500 #Stocks #Investing #Finance
On Jan 31, 2023, The Big Short legend Michael Burry warned investors with one word: “Sell.”
Since then, the S&P 500 has surged +71%, from 4,076 → 6,648, completely defying his bearish call. 💥
Burry later admitted he was wrong as easing inflation, booming earnings, and the AI revolution kept markets roaring.
Even the best contrarians can miss when the bull refuses to quit. 🐂🔥
#MichaelBurry #SP500 #Stocks #Investing #Finance
$BTC Falls Below $100,000 as Global Markets Slide Amid Risk-Off Sentiment
$BTC tumbled more than 6% on Tuesday, dropping below $100,000 for the first time since June as investors turned risk-averse. The sell-off came amid broader weakness in global markets and growing concern about a potential equity correction.
Major US stock indexes fell sharply, with tech and chip stocks leading declines. The Nasdaq Composite dropped 2.04%, while the S&P 500 fell 1.17%, and the Dow Jones Industrial Average lost 0.53%. The sell-off followed warnings from Goldman Sachs and Morgan Stanley CEOs, who predicted a potential 10% market correction within two years.
Investor caution deepened as Treasury yields slipped and the US dollar climbed to a four-month high against the euro, pressuring risk assets such as cryptocurrencies. The MSCI global index fell 1.14%, while Europe’s STOXX 600 declined 0.3%.
In the US, Nvidia shares sank 4%, dragging semiconductor stocks lower. Palantir Technologies plunged 8% despite strong earnings and upbeat forecasts driven by AI adoption. Investor Michael Burry, famous for “The Big Short,” reportedly placed bearish bets on both Nvidia and Palantir.
#USDOLLAR
#BitCoin
#Nvidia
#MichaelBurry
#STOXX
$BTC tumbled more than 6% on Tuesday, dropping below $100,000 for the first time since June as investors turned risk-averse. The sell-off came amid broader weakness in global markets and growing concern about a potential equity correction.
Major US stock indexes fell sharply, with tech and chip stocks leading declines. The Nasdaq Composite dropped 2.04%, while the S&P 500 fell 1.17%, and the Dow Jones Industrial Average lost 0.53%. The sell-off followed warnings from Goldman Sachs and Morgan Stanley CEOs, who predicted a potential 10% market correction within two years.
Investor caution deepened as Treasury yields slipped and the US dollar climbed to a four-month high against the euro, pressuring risk assets such as cryptocurrencies. The MSCI global index fell 1.14%, while Europe’s STOXX 600 declined 0.3%.
In the US, Nvidia shares sank 4%, dragging semiconductor stocks lower. Palantir Technologies plunged 8% despite strong earnings and upbeat forecasts driven by AI adoption. Investor Michael Burry, famous for “The Big Short,” reportedly placed bearish bets on both Nvidia and Palantir.
#USDOLLAR
#BitCoin
#Nvidia
#MichaelBurry
#STOXX
🚨 SHOCKING: Michael Burry, the legendary investor who foresaw the 2008 financial crash, has revealed he’s shutting down his hedge fund by year’s end, confessing he “no longer understands today’s markets.”
He explained, “My sense of value in securities hasn’t aligned with the market for some time.”
Burry plans to return all investor capital, keeping only a small portion for taxes and audits.
The man who famously “shorted the world” is finally stepping away. 💔
#MichaelBurry
He explained, “My sense of value in securities hasn’t aligned with the market for some time.”
Burry plans to return all investor capital, keeping only a small portion for taxes and audits.
The man who famously “shorted the world” is finally stepping away. 💔
#MichaelBurry
🚨 BURRY TORNA A PARLARE DI BOLLA, MA NVIDIA E LA CINA CORRONO 🚨
Eric Balchunas di Bloomberg ha commentato un passaggio significativo di un recente articolo dedicato a Michael Burry, il famoso gestore di Scion Asset Management, noto per aver previsto la crisi dei mutui subprime del 2008.
Nell’articolo, Burry torna a lanciare un nuovo allarme: secondo lui, i mercati globali stanno vivendo una fase di “euforia irrazionale”, alimentata soprattutto dal boom dell’intelligenza artificiale e delle grandi tech statunitensi.
Tuttavia, ciò che ha colpito Balchunas è una nota inserita proprio alla fine del pezzo: mentre Burry parla di una nuova bolla imminente e avendo liquidato il suo intero portafoglio nel primo trimestre 2025, Nvidia è salita del 128% dal primo trimestre del 2025 e gli indici cinesi hanno registrato un +64% nello stesso periodo.
Per il commentatore di Bloomberg, questi dati rappresentano un paradosso: le previsioni ribassiste di Burry cozzano contro una realtà di mercato ancora fortemente rialzista.
Questa riflessione mette in luce un tema ricorrente nei cicli finanziari: chi individua le bolle spesso ha ragione nel lungo periodo, ma troppo in anticipo (Burry iniziò a vendere allo scoperto I mutui subprime dal 2005).
Nel frattempo, gli investitori continuano a premiare i settori più caldi – come l’AI, l’automazione e i semiconduttori – spinti dall’entusiasmo e dalla percezione che la rivoluzione tecnologica sia solo all’inizio.
Balchunas conclude implicitamente: forse la bolla esiste, ma non ha ancora intenzione di scoppiare.
#Bloomberg #MichaelBurry #Aİ #Investing"
Eric Balchunas di Bloomberg ha commentato un passaggio significativo di un recente articolo dedicato a Michael Burry, il famoso gestore di Scion Asset Management, noto per aver previsto la crisi dei mutui subprime del 2008.
Nell’articolo, Burry torna a lanciare un nuovo allarme: secondo lui, i mercati globali stanno vivendo una fase di “euforia irrazionale”, alimentata soprattutto dal boom dell’intelligenza artificiale e delle grandi tech statunitensi.
Tuttavia, ciò che ha colpito Balchunas è una nota inserita proprio alla fine del pezzo: mentre Burry parla di una nuova bolla imminente e avendo liquidato il suo intero portafoglio nel primo trimestre 2025, Nvidia è salita del 128% dal primo trimestre del 2025 e gli indici cinesi hanno registrato un +64% nello stesso periodo.
Per il commentatore di Bloomberg, questi dati rappresentano un paradosso: le previsioni ribassiste di Burry cozzano contro una realtà di mercato ancora fortemente rialzista.
Questa riflessione mette in luce un tema ricorrente nei cicli finanziari: chi individua le bolle spesso ha ragione nel lungo periodo, ma troppo in anticipo (Burry iniziò a vendere allo scoperto I mutui subprime dal 2005).
Nel frattempo, gli investitori continuano a premiare i settori più caldi – come l’AI, l’automazione e i semiconduttori – spinti dall’entusiasmo e dalla percezione che la rivoluzione tecnologica sia solo all’inizio.
Balchunas conclude implicitamente: forse la bolla esiste, ma non ha ancora intenzione di scoppiare.
#Bloomberg #MichaelBurry #Aİ #Investing"
🚨 Michael Burry Sounds the Alarm on AI Bubble! ⚠️🤯
The investor who predicted the 2008 financial crisis is at it again. Michael Burry has closed his hedge fund and launched a paid newsletter, “Cassandra Unchained”, to warn investors about the AI craze.
🔹 Burry compares today’s AI frenzy to the dot-com bubble of 2000, when investors chased mythical growth and ignored real risk — just like Amazon in its early unprofitable days.
🔹 He recalls how the Fed denied the 2005 housing bubble only to face a market crash, warning that today’s Fed is downplaying AI risks similarly.
🔹 Despite Fed Chairman Powell claiming AI companies “are actually making profits,” Burry calls it “dangerous reassurance”, echoing pre-crisis Greenspan-era warnings.
🔹 He is bearish on leading AI stocks like Nvidia and Palantir, arguing investors are chasing fads instead of sustainable returns.
🔹 For those seeking deep insights into the AI bubble, Burry’s newsletter is $379/year, offering the same prescient warnings he gave before 2008.
💥 Meanwhile in crypto:
$TRADOOR is on fire: $1.359 (+28.69%)
$BANANAS31 showing strong bullish moves
📈 Smart traders are watching both AI stocks and crypto swings — this could be the defining moment of the year.
#AI #Investing #MichaelBurry #Crypto #BinanceAlphaAlert
The investor who predicted the 2008 financial crisis is at it again. Michael Burry has closed his hedge fund and launched a paid newsletter, “Cassandra Unchained”, to warn investors about the AI craze.
🔹 Burry compares today’s AI frenzy to the dot-com bubble of 2000, when investors chased mythical growth and ignored real risk — just like Amazon in its early unprofitable days.
🔹 He recalls how the Fed denied the 2005 housing bubble only to face a market crash, warning that today’s Fed is downplaying AI risks similarly.
🔹 Despite Fed Chairman Powell claiming AI companies “are actually making profits,” Burry calls it “dangerous reassurance”, echoing pre-crisis Greenspan-era warnings.
🔹 He is bearish on leading AI stocks like Nvidia and Palantir, arguing investors are chasing fads instead of sustainable returns.
🔹 For those seeking deep insights into the AI bubble, Burry’s newsletter is $379/year, offering the same prescient warnings he gave before 2008.
💥 Meanwhile in crypto:
$TRADOOR is on fire: $1.359 (+28.69%)
$BANANAS31 showing strong bullish moves
📈 Smart traders are watching both AI stocks and crypto swings — this could be the defining moment of the year.
#AI #Investing #MichaelBurry #Crypto #BinanceAlphaAlert
*🚨 Michael Burry Just Sent a Final Warning — and Then Went Silent*
The man who *predicted the 2008 housing crash* has done it again — raised the alarm, made one last bold move… and vanished.
His fund is closed.
His public voice has gone quiet.
But before stepping into the shadows, he left behind a *9.2M bet* — one that could grow to *240M* if the *AI boom collapses* under its own weight.
🔍 *What’s the Warning?*
- *Palantir* priced like a belief system
- *NVIDIA* investing billions into fast-aging hardware
- *AI companies* stretching accounting like the dot-com era
⚠️ *Tensions Are Rising*
Big Tech plans to pour *200B+* into AI infra next year, but:
- Revenues are slowing
- Power demands are spiking
- GPUs are depreciating fast
- Profits are shrinking
And Burry's cryptic last note?
*“November 25th — something unchained.”*
🎯 *This Isn't Just a Trade*
Burry is betting *against the belief* that hype, hardware, and hype can go on forever.
Last time it took 18 months to collapse.
Last time he walked away with100M.
Last time, the world ignored him.
Will they listen now?
#MarketPullback
#MichaelBurry
🚨🚨🚨 MICHAEL BURRY WARNING | Markets on Thin Ice? 🚨
Legendary investor Michael Burry issues a sharp warning:
“U.S. stocks could crash harder than the dot-com bubble.”
⚠️ He cites AI-driven overvaluations and the passive investing bubble as core risks.
Here’s what it could mean for crypto:
🧠 💸$UNI - Smart contract ecosystems could face liquidity shocks
🛡️ 💸$ZEC - Privacy coins may see safe-haven demand OR selloffs
🌊 💸$XRP - High-beta assets might feel short-term pressure
🔥 Whether this turns into opportunity or pain depends on positioning.
📌 Traders, what’s your game plan if equities break down hard?
Do you hedge in crypto, rotate to cash, or go contrarian?
👇 Drop your thoughts and let's trade smart - not scared.
📊 Follow for real-time market insights, macro + crypto crossover alerts, and strategy-based setups.
✅ Support the page if this adds value
💡 Binance ID (Tips): 1144412658
#MichaelBurry #MacroView #CryptoMarkets #KumailAbbasAkmal #XRP
Legendary investor Michael Burry issues a sharp warning:
“U.S. stocks could crash harder than the dot-com bubble.”
⚠️ He cites AI-driven overvaluations and the passive investing bubble as core risks.
Here’s what it could mean for crypto:
🧠 💸$UNI - Smart contract ecosystems could face liquidity shocks
🛡️ 💸$ZEC - Privacy coins may see safe-haven demand OR selloffs
🌊 💸$XRP - High-beta assets might feel short-term pressure
🔥 Whether this turns into opportunity or pain depends on positioning.
📌 Traders, what’s your game plan if equities break down hard?
Do you hedge in crypto, rotate to cash, or go contrarian?
👇 Drop your thoughts and let's trade smart - not scared.
📊 Follow for real-time market insights, macro + crypto crossover alerts, and strategy-based setups.
✅ Support the page if this adds value
💡 Binance ID (Tips): 1144412658
#MichaelBurry #MacroView #CryptoMarkets #KumailAbbasAkmal #XRP
Yo remember my last video where FET pumped almost 100% overnight? 🤑
Well this legend just bet $1.1 BILLION that the entire AI party is about to END. 😳
Drop one word below 👇
HYPE = you’re riding FET & AI to the moon 🚀
CRASH = you’re with Burry shorting everything 💥
I’m reading EVERY comment. Let’s see which team wins 2025.
#MichaelBurry #AIBubble #FET #cryptopump
Well this legend just bet $1.1 BILLION that the entire AI party is about to END. 😳
Drop one word below 👇
HYPE = you’re riding FET & AI to the moon 🚀
CRASH = you’re with Burry shorting everything 💥
I’m reading EVERY comment. Let’s see which team wins 2025.
#MichaelBurry #AIBubble #FET #cryptopump
BURRY GOING ALL IN ON BEARISH BET $SPX $QQQEntry: 4500 🟩
Target 1: 4000 🎯
Stop Loss: 4700 🛑
The Oracle has spoken. Michael Burry is loading up. He’s betting against the entire market. While you chase pump and dumps, he’s preparing for the crash. This is your warning. Don't get liquidated. Prepare for extreme volatility. The herd will be crushed. Get ready.
Disclaimer: This is not financial advice.
#MichaelBurry #MarketCrash #Bearish #SPX #QQQ 🚨
Target 1: 4000 🎯
Stop Loss: 4700 🛑
The Oracle has spoken. Michael Burry is loading up. He’s betting against the entire market. While you chase pump and dumps, he’s preparing for the crash. This is your warning. Don't get liquidated. Prepare for extreme volatility. The herd will be crushed. Get ready.
Disclaimer: This is not financial advice.
#MichaelBurry #MarketCrash #Bearish #SPX #QQQ 🚨
🚨 #BREAKING NEWS 🚨
Legendary investor #MichaelBurry , the man who famously predicted the 2008 crash, has announced he’s shutting down his hedge fund by the end of the year. 😮💔
He admits that he “no longer understands today’s markets,” saying his way of valuing investments hasn’t matched market behavior for quite some time. 📉🤯
Burry plans to return all investor funds, keeping only a small amount for audits and taxes. 💼🔄
The man who once shorted the world… has finally stepped away. 🥀😔
Michael Burry has walked out of the game. 💔📉
Legendary investor #MichaelBurry , the man who famously predicted the 2008 crash, has announced he’s shutting down his hedge fund by the end of the year. 😮💔
He admits that he “no longer understands today’s markets,” saying his way of valuing investments hasn’t matched market behavior for quite some time. 📉🤯
Burry plans to return all investor funds, keeping only a small amount for audits and taxes. 💼🔄
The man who once shorted the world… has finally stepped away. 🥀😔
Michael Burry has walked out of the game. 💔📉
💥 U.S. Market Meltdown! – Palantir Shock, Michael Burry Shorts & Crypto Crash Ne Panic Macha Diya
Aaj U.S. stock market ne April ke baad ka sabse bada crash dekha — Wall Street aur retail traders dono shock me aa gaye. Jo ek normal correction lag rahi thi, wo ek massive sell-off me badal gayi, jahan Palantir ke disappointing results, Michael Burry ke bearish bets, aur crypto market ke meltdown ne pure market ko hila diya. 🔥
---
📉 Wall Street Bloodbath – Fear Ka Raaj
Nasdaq 2% se zyada gir gaya, jabke Goldman Sachs retail-stock index ne 3.6% ka heavy drop liya — jo S&P 500 ke decline se teen guna zyada tha!
Yeh sell-off ek warning thi ke market confidence kitna fragile hai. Ek taraf earnings disappointment, doosri taraf macro uncertainty — dono mil ke traders ke confidence ko hila gaye.
---
🧨 Palantir Ka Crash – AI Dream Reality Ban Gaya
Once a hero, ab lag raha hai Palantir ka AI dream fade ho raha hai. $PLTR 8% gir gaya after earnings report ne investors ko disappoint kar diya.
Sabse bada jhatka tab laga jab news aayi ke Michael Burry (Big Short legend) ne Palantir aur Nvidia dono ko short kar diya hai. Market me ekdum se panic spread ho gaya.
Ek chain reaction start hua — fear → selling → panic → liquidation. 📉
---
💸 Retail Traders Ne “Buy The Dip” Try Kiya
Retail investors ne himmat nahi haraayi — unhone ek din me $560 million worth stocks & ETFs buy kiye hoping for a bounce.
Kuch der ke liye prices thodi recover hui, lekin fir se ek aur strong wave of selling ne sab wipe kar diya. Yeh clear signal hai ke retail buying alone market sentiment nahi badal sakti jab institutions fear mode me chale jaate hain.
---
🌐 Crypto Market Bhi Dump Mode Me
Stock crash ke sath-sath crypto market bhi collapse kar gaya — aur panic aur deep ho gaya.
Bitcoin (BTC) ne $100,000 ke neeche close kiya — June ke baad pehli baar!
Ethereum (ETH) 10% se zyada crash hua aur major support tod diya.
Sirf 24 ghanto me 342,000 traders liquidate hue, total $1.3 billion loss, mostly long positions se. 💀
Yeh sab proof hai ke ab stocks aur crypto highly connected ho gaye hain — jab ek girta hai, sab girte hain.
---
🧠 Analyst View – Abhi Bhi Danger Zone Me Market
Analysts keh rahe hain ke sentiment abhi bhi fragile hai, aur agar inflation data ya Fed comments negative aaye to aur pain dekhne ko mil sakta hai.
Traders ke liye abhi sabse zaroori hai discipline aur risk management:
✅ Stop-loss use karo
✅ FOMO avoid karo
✅ Confirmation ka wait karo
✅ Small position sizes rakho
Yeh time emotion ka nahi — strategy ka hai.
---
⚡ NoobToProTrader’s Take
Yeh market crash ek reality check hai — overhyped valuations aur speculative plays ab test ho rahe hain.
Palantir ka dip, Burry ke shorts aur crypto crash ne dikhaya ke jab greed peak pe hoti hai, correction inevitable hota hai.
Lekin yaad rakho — har storm ke baad opportunity aati hai.
Abhi smart money sirf observe kar raha hai, aur jab dust settle hogi, wahi quietly accumulate karega. 🌅
Trading me jeet unki hoti hai jo panic nahi karte — bas patiently wait karte hain right setup ke liye. 💪
---
#USMarket #CryptoCrash #MichaelBurry #Palantir #noobtoprotrader @BlockchainBaller $BTC
$ETH $BNB
🚨 BREAKING: Legendary investor Michael Burry — famous for predicting the 2008 crash — has announced he will liquidate his hedge fund by year’s end, admitting he “no longer understands today’s markets.”
“My estimation of value in securities is not now, and has not been for some time, in sync with the markets.”
Burry says he’ll return all capital to investors, except for a small audit/tax holdback.
The man who once shorted the world... has finally stepped aside.
Michael Burry has given up. 💔
#MichaelBurry
“My estimation of value in securities is not now, and has not been for some time, in sync with the markets.”
Burry says he’ll return all capital to investors, except for a small audit/tax holdback.
The man who once shorted the world... has finally stepped aside.
Michael Burry has given up. 💔
#MichaelBurry
🚨🚨 Breaking News 🚨🚨
💥 Legendary “Big Short” investor Michael Burry is closing his hedge fund 😮
📉 Markets are watching closely — Burry’s exit could hint at significant shifts ahead!
Crypto Watch:
GALA (GALAUSDT Perp): 0.00975 ▼2.01%
$ILV (ILVUSDT Perp): 9.032 ▼2.81%
$YGG (YGGUSDT Perp): 0.1096 ▼2.66%
$YGG
#YGG/USDT #MichaelBurry #crypto #Write2Earn
💥 Legendary “Big Short” investor Michael Burry is closing his hedge fund 😮
📉 Markets are watching closely — Burry’s exit could hint at significant shifts ahead!
Crypto Watch:
GALA (GALAUSDT Perp): 0.00975 ▼2.01%
$ILV (ILVUSDT Perp): 9.032 ▼2.81%
$YGG (YGGUSDT Perp): 0.1096 ▼2.66%
$YGG
#YGG/USDT #MichaelBurry #crypto #Write2Earn
🚨 BREAKING: Legendary investor Michael Burry — famous for predicting the 2008 crash — has announced he will liquidate his hedge fund by year’s end, admitting he “no longer understands today’s markets.”
“My estimation of value in securities is not now, and has not been for some time, in sync with the markets.”
Burry says he’ll return all capital to investors, except for a small audit/tax holdback.
The man who once shorted the world... has finally stepped aside.
Michael Burry has given up. 💔
#MichaelBurry
“My estimation of value in securities is not now, and has not been for some time, in sync with the markets.”
Burry says he’ll return all capital to investors, except for a small audit/tax holdback.
The man who once shorted the world... has finally stepped aside.
Michael Burry has given up. 💔
#MichaelBurry
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