#bigshort
bigshort
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#BigShort #空投 #BNBChain $SHORT The token claiming phase has just ended, and in the discussion forum someone is already calling for the remaining tokens to be burned. But the most easily overlooked fact is that tokens still sit in the contract—being “burned” and being “still in the contract” are two completely different states. I’m mainly interested in who ultimately decides the fate of the remaining 2.857 billion tokens, and how that decision will be carried out.
At 14:58 Beijing time on September 27, BigShort’s official account disclosed that this round’s airdrop allocated 9 billion tokens. So far, 56,243 addresses have claimed; 6.143 billion tokens have been distributed in total, and the remaining 2.857 billion tokens are still in the contract. A Chinese news brief at 15:16 also reiterated these figures; different suggestions—“burn” versus “continue distribution”—have already appeared in the project’s original post comment section. Based on the numbers the project published, about 68.3% has been distributed, with about 31.7% remaining. Here the denominator is the allocation for this round’s airdrop, not the total token supply I’m inferring—and the number of addresses can’t directly be equated to the real number of people.
Why is this portion more worth watching than the claiming just ending by itself? Because it turns a领取流程 that has already ended into a supply arrangement that hasn’t finished yet. If permanently burned, the amount available for future use changes; if re-airdropped, the holder structure and the timing of entry into the market changes; if used for liquidity or ecosystem incentives, the release conditions and the beneficiaries are again different. All three paths can be packaged as “good news,” but they are not the same thing for token holders. Seeing only that the tokens are temporarily still in the contract doesn’t allow you to price in any one of these paths in advance.
At the moment, the project team is only inviting the community to reference the original post and submit proposals. Among the public comments I’ve seen, there are more suggestions to burn, but comments are not an official vote, nor a decision already executed on-chain. And there hasn’t yet been independent verification—of the contract balance, control permissions, the full scope of any subsequent rules, or the details of the claiming disputes—based on this announcement. So I treat 6.143 billion and 2.857 billion as the figures disclosed by the project, not as an audited conclusion.
My view is that what this news truly tests isn’t “how many tokens were sent via the airdrop,” but whether the remaining close to one-third of the allocation can produce a verifiable, predictable disposal process. The first thing to wait for is a clear plan—who has the authority and what the timeline is. Only then do on-chain transactions come into play. If future rules are transparent and execution matches the commitments, supply uncertainty will genuinely decrease. But if it’s just repeatedly collecting opinions without publishing permissions and execution records, the market will continue to treat this portion of the balance as uncertain. Would you rather see a one-time burn, or a second distribution with locking and use constraints? What’s the key reason for your preference?
#BigShort #空投 #BNBChain $SHORT The token claiming phase has just ended, and in the discussion forum someone is already calling for the remaining tokens to be burned. But the most easily overlooked fact is that tokens still sit in the contract—being “burned” and being “still in the contract” are two completely different states. I’m mainly interested in who ultimately decides the fate of the remaining 2.857 billion tokens, and how that decision will be carried out.
At 14:58 Beijing time on September 27, BigShort’s official account disclosed that this round’s airdrop allocated 9 billion tokens. So far, 56,243 addresses have claimed; 6.143 billion tokens have been distributed in total, and the remaining 2.857 billion tokens are still in the contract. A Chinese news brief at 15:16 also reiterated these figures; different suggestions—“burn” versus “continue distribution”—have already appeared in the project’s original post comment section. Based on the numbers the project published, about 68.3% has been distributed, with about 31.7% remaining. Here the denominator is the allocation for this round’s airdrop, not the total token supply I’m inferring—and the number of addresses can’t directly be equated to the real number of people.
Why is this portion more worth watching than the claiming just ending by itself? Because it turns a领取流程 that has already ended into a supply arrangement that hasn’t finished yet. If permanently burned, the amount available for future use changes; if re-airdropped, the holder structure and the timing of entry into the market changes; if used for liquidity or ecosystem incentives, the release conditions and the beneficiaries are again different. All three paths can be packaged as “good news,” but they are not the same thing for token holders. Seeing only that the tokens are temporarily still in the contract doesn’t allow you to price in any one of these paths in advance.
At the moment, the project team is only inviting the community to reference the original post and submit proposals. Among the public comments I’ve seen, there are more suggestions to burn, but comments are not an official vote, nor a decision already executed on-chain. And there hasn’t yet been independent verification—of the contract balance, control permissions, the full scope of any subsequent rules, or the details of the claiming disputes—based on this announcement. So I treat 6.143 billion and 2.857 billion as the figures disclosed by the project, not as an audited conclusion.
My view is that what this news truly tests isn’t “how many tokens were sent via the airdrop,” but whether the remaining close to one-third of the allocation can produce a verifiable, predictable disposal process. The first thing to wait for is a clear plan—who has the authority and what the timeline is. Only then do on-chain transactions come into play. If future rules are transparent and execution matches the commitments, supply uncertainty will genuinely decrease. But if it’s just repeatedly collecting opinions without publishing permissions and execution records, the market will continue to treat this portion of the balance as uncertain. Would you rather see a one-time burn, or a second distribution with locking and use constraints? What’s the key reason for your preference?
At 14:58 Beijing time on September 27, BigShort’s official account disclosed that this round’s airdrop allocated 9 billion tokens. So far, 56,243 addresses have claimed; 6.143 billion tokens have been distributed in total, and the remaining 2.857 billion tokens are still in the contract. A Chinese news brief at 15:16 also reiterated these figures; different suggestions—“burn” versus “continue distribution”—have already appeared in the project’s original post comment section. Based on the numbers the project published, about 68.3% has been distributed, with about 31.7% remaining. Here the denominator is the allocation for this round’s airdrop, not the total token supply I’m inferring—and the number of addresses can’t directly be equated to the real number of people.
Why is this portion more worth watching than the claiming just ending by itself? Because it turns a领取流程 that has already ended into a supply arrangement that hasn’t finished yet. If permanently burned, the amount available for future use changes; if re-airdropped, the holder structure and the timing of entry into the market changes; if used for liquidity or ecosystem incentives, the release conditions and the beneficiaries are again different. All three paths can be packaged as “good news,” but they are not the same thing for token holders. Seeing only that the tokens are temporarily still in the contract doesn’t allow you to price in any one of these paths in advance.
At the moment, the project team is only inviting the community to reference the original post and submit proposals. Among the public comments I’ve seen, there are more suggestions to burn, but comments are not an official vote, nor a decision already executed on-chain. And there hasn’t yet been independent verification—of the contract balance, control permissions, the full scope of any subsequent rules, or the details of the claiming disputes—based on this announcement. So I treat 6.143 billion and 2.857 billion as the figures disclosed by the project, not as an audited conclusion.
My view is that what this news truly tests isn’t “how many tokens were sent via the airdrop,” but whether the remaining close to one-third of the allocation can produce a verifiable, predictable disposal process. The first thing to wait for is a clear plan—who has the authority and what the timeline is. Only then do on-chain transactions come into play. If future rules are transparent and execution matches the commitments, supply uncertainty will genuinely decrease. But if it’s just repeatedly collecting opinions without publishing permissions and execution records, the market will continue to treat this portion of the balance as uncertain. Would you rather see a one-time burn, or a second distribution with locking and use constraints? What’s the key reason for your preference?
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🚨 The "Big Short" Strikes Again: Michael Burry Nails Massive Tesla Short! 📉🚗
Michael Burry just delivered a masterclass in market timing. On June 30, 2026, he revealed opening a short position against Tesla at exactly 416.22 USD.
The Collapse: Following its Q2 2026 earnings report, TSLA shares plunged to the 319.69 USD zone—a nearly 26% intraday crash. Despite a revenue beat, the stock tanked due to missed EPS forecasts, shrinking profit margins, and growing doubts regarding the robotaxi project's short-term viability.
Targeting the "AI Bubble"💥
This is part of a much broader bearish bet against the AI and semiconductor sectors. Burry has also opened simultaneous short positions against heavyweights like Nvidia, Applied Materials, and Caterpillar.
His longstanding warnings are finally materializing. Burry has repeatedly labeled Tesla "ridiculously overpriced" based on two main fundamental flaws:
Unsustainable Valuation: He compares the current tech hype to the 1999 dot-com bubble and the 2006 housing crash.
Share Dilution: He heavily criticizes stock-based compensation and Elon Musk's massive pay package for severely diluting the real value for minority shareholders.
Burry's June 2026 move perfectly capitalized on the tech sector's general pullback and the undeniable cracks in Tesla's growth narrative.
#Tesla #MichaelBurry #BigShort #Trading
$TSLA
🚨 The "Big Short" Strikes Again: Michael Burry Nails Massive Tesla Short! 📉🚗
Michael Burry just delivered a masterclass in market timing. On June 30, 2026, he revealed opening a short position against Tesla at exactly 416.22 USD.
The Collapse: Following its Q2 2026 earnings report, TSLA shares plunged to the 319.69 USD zone—a nearly 26% intraday crash. Despite a revenue beat, the stock tanked due to missed EPS forecasts, shrinking profit margins, and growing doubts regarding the robotaxi project's short-term viability.
Targeting the "AI Bubble"💥
This is part of a much broader bearish bet against the AI and semiconductor sectors. Burry has also opened simultaneous short positions against heavyweights like Nvidia, Applied Materials, and Caterpillar.
His longstanding warnings are finally materializing. Burry has repeatedly labeled Tesla "ridiculously overpriced" based on two main fundamental flaws:
Unsustainable Valuation: He compares the current tech hype to the 1999 dot-com bubble and the 2006 housing crash.
Share Dilution: He heavily criticizes stock-based compensation and Elon Musk's massive pay package for severely diluting the real value for minority shareholders.
Burry's June 2026 move perfectly capitalized on the tech sector's general pullback and the undeniable cracks in Tesla's growth narrative.
#Tesla #MichaelBurry #BigShort #Trading
$TSLA
Michael Burry just delivered a masterclass in market timing. On June 30, 2026, he revealed opening a short position against Tesla at exactly 416.22 USD.
The Collapse: Following its Q2 2026 earnings report, TSLA shares plunged to the 319.69 USD zone—a nearly 26% intraday crash. Despite a revenue beat, the stock tanked due to missed EPS forecasts, shrinking profit margins, and growing doubts regarding the robotaxi project's short-term viability.
Targeting the "AI Bubble"💥
This is part of a much broader bearish bet against the AI and semiconductor sectors. Burry has also opened simultaneous short positions against heavyweights like Nvidia, Applied Materials, and Caterpillar.
His longstanding warnings are finally materializing. Burry has repeatedly labeled Tesla "ridiculously overpriced" based on two main fundamental flaws:
Unsustainable Valuation: He compares the current tech hype to the 1999 dot-com bubble and the 2006 housing crash.
Share Dilution: He heavily criticizes stock-based compensation and Elon Musk's massive pay package for severely diluting the real value for minority shareholders.
Burry's June 2026 move perfectly capitalized on the tech sector's general pullback and the undeniable cracks in Tesla's growth narrative.
#Tesla #MichaelBurry #BigShort #Trading
$TSLA
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🦈 MICHAEL BURRY JUST FLIPPED HIS SHORT FROM SEMIS TO THE WHOLE NASDAQ — CRYPTO PAY ATTENTION 💣
The "Big Short" legend just unwound his semiconductor bearish bet and stacked deeper into a broad-market Nasdaq short. He closed Tesla and Applied Materials shorts — both winners — sold SOXX puts, and went oversized on QQQ puts. Cash now sits at 12%. 💰
This is a macro smoke signal. When a trader like Burry stops picking individual sectors and starts betting against the entire index, he's saying this isn't about one broken company — the whole risk-on trade is vulnerable. 📊 Crypto trades on a tight Nasdaq leash. If the index caves, $BTC feels the ripple.
His longs remain scattered across beaten-down names, but the positioning tells the real story: institutional insurance is piling into a broad risk-off event. 📉 💬 Do you think the 78% Nasdaq-BTC correlation finally breaks this cycle, or do we bleed right alongside the index? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #BTC #BigShort #RiskOff #MacroSignal
🦈 🌊
🦈 MICHAEL BURRY JUST FLIPPED HIS SHORT FROM SEMIS TO THE WHOLE NASDAQ — CRYPTO PAY ATTENTION 💣
The "Big Short" legend just unwound his semiconductor bearish bet and stacked deeper into a broad-market Nasdaq short. He closed Tesla and Applied Materials shorts — both winners — sold SOXX puts, and went oversized on QQQ puts. Cash now sits at 12%. 💰
This is a macro smoke signal. When a trader like Burry stops picking individual sectors and starts betting against the entire index, he's saying this isn't about one broken company — the whole risk-on trade is vulnerable. 📊 Crypto trades on a tight Nasdaq leash. If the index caves, $BTC feels the ripple.
His longs remain scattered across beaten-down names, but the positioning tells the real story: institutional insurance is piling into a broad risk-off event. 📉 💬 Do you think the 78% Nasdaq-BTC correlation finally breaks this cycle, or do we bleed right alongside the index? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #BTC #BigShort #RiskOff #MacroSignal
🦈 🌊
The "Big Short" legend just unwound his semiconductor bearish bet and stacked deeper into a broad-market Nasdaq short. He closed Tesla and Applied Materials shorts — both winners — sold SOXX puts, and went oversized on QQQ puts. Cash now sits at 12%. 💰
This is a macro smoke signal. When a trader like Burry stops picking individual sectors and starts betting against the entire index, he's saying this isn't about one broken company — the whole risk-on trade is vulnerable. 📊 Crypto trades on a tight Nasdaq leash. If the index caves, $BTC feels the ripple.
His longs remain scattered across beaten-down names, but the positioning tells the real story: institutional insurance is piling into a broad risk-off event. 📉 💬 Do you think the 78% Nasdaq-BTC correlation finally breaks this cycle, or do we bleed right alongside the index? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #BTC #BigShort #RiskOff #MacroSignal
🦈 🌊
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Bearish
$ZAMA Let's open a short on this coin 😉
Entry 0.054 - 0.056
profit Booking Start - 0.05 ..
Sl - 0.0587
leverage -5x let's start
{future}(ZAMAUSDT)
#Bigshort
$ZAMA Let's open a short on this coin 😉
Entry 0.054 - 0.056
profit Booking Start - 0.05 ..
Sl - 0.0587
leverage -5x let's start
#Bigshort
Entry 0.054 - 0.056
profit Booking Start - 0.05 ..
Sl - 0.0587
leverage -5x let's start
#Bigshort
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Bearish
Heads up:
super enticing setup
SHORT $BTC on the lottery ticket, fam
entry 73k5-73k7
sl 74k1
tp 68k mega lottery
HERE'S WHY
- this morning, USDT lost its peg at the highest rate in history
just like 10-10
- everyone is waiting to catch the bottom at 70-71k
- the US is attacking Iran again this morning
These reasons are enough for you all to buy that life-changing lottery ticket. If it doesn't hit, oh well 🤤🤤
$BTC
{future}(BTCUSDT)
$USDT
#bigshort
Heads up:
super enticing setup
SHORT $BTC on the lottery ticket, fam
entry 73k5-73k7
sl 74k1
tp 68k mega lottery
HERE'S WHY
- this morning, USDT lost its peg at the highest rate in history
just like 10-10
- everyone is waiting to catch the bottom at 70-71k
- the US is attacking Iran again this morning
These reasons are enough for you all to buy that life-changing lottery ticket. If it doesn't hit, oh well 🤤🤤
$BTC
$USDT
#bigshort
super enticing setup
SHORT $BTC on the lottery ticket, fam
entry 73k5-73k7
sl 74k1
tp 68k mega lottery
HERE'S WHY
- this morning, USDT lost its peg at the highest rate in history
just like 10-10
- everyone is waiting to catch the bottom at 70-71k
- the US is attacking Iran again this morning
These reasons are enough for you all to buy that life-changing lottery ticket. If it doesn't hit, oh well 🤤🤤
$BTC
$USDT
#bigshort
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It’s been over a year now since a real aidrop project has finally come to the community #bigshort link ae into check on the network sol and evm https://airdrop.bigshort.xyz/?ref=EVM-59D5
It’s been over a year now since a real aidrop project has finally come to the community #bigshort link ae into check on the network sol and evm https://airdrop.bigshort.xyz/?ref=EVM-59D5
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#bigshort là the next biggest explosion project on bnb chain which side does the army stand on; which side is this project? is
One mystery: mcap is not yet 4m
#bigshort là the next biggest explosion project on bnb chain which side does the army stand on; which side is this project? is
One mystery: mcap is not yet 4m
One mystery: mcap is not yet 4m
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Bearish
Big Short Long B Ganbayar
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Bearish$BNB #SHORT📉 4H #timeframe
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TonySoprano1
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Bearish📍 $BLESS : DO NOT CATCH THE FALLING KNIFE! 🔪🩸
The gravity of the market is showing its teeth. BLESS is in a free fall, and the "Bag Holders" are panicking while the "Hunters" remain on the sidelines.
Look at this chart. A massive dump after the pump, just as I’ve warned about in previous cases like $ARIA and $RAVE . When a candle bleeds this fast, trying to buy the "dip" too early is like trying to catch a falling knife—you’ll only get hurt.
• Current Situation: Massive downward momentum.
• The Strategy: Stay disciplined. Wait for the dust to settle and for a real bottom to form.
• The Rule: We trade on confirmed technicals, not on hope or FOMO.
Protect your capital. The smart money waits for the reversal, not the crash.
#BLESS #CryptoCrash #TradingStrategy #Write2Earn #BinanceSquare
The gravity of the market is showing its teeth. BLESS is in a free fall, and the "Bag Holders" are panicking while the "Hunters" remain on the sidelines.
Look at this chart. A massive dump after the pump, just as I’ve warned about in previous cases like $ARIA and $RAVE . When a candle bleeds this fast, trying to buy the "dip" too early is like trying to catch a falling knife—you’ll only get hurt.
• Current Situation: Massive downward momentum.
• The Strategy: Stay disciplined. Wait for the dust to settle and for a real bottom to form.
• The Rule: We trade on confirmed technicals, not on hope or FOMO.
Protect your capital. The smart money waits for the reversal, not the crash.
#BLESS #CryptoCrash #TradingStrategy #Write2Earn #BinanceSquare
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🚨 MICHAEL BURRY DOUBLED DOWN ON $NVDA SHORTS – TECH BUBBLE TELL? 💥
📉 The "Big Short" legend just added to shorts in $NVDA , $MU , and $SOXX at specific price levels. While the market cheers AI euphoria, smart money is quietly stacking bearish bets on the very engines of this rally. 🦈
💡 Burry's unchanged positions on $TSLA , $PLTR , and $QQQ suggest he sees a systemic overvaluation, not just a sector blip. History shows his timing isn't perfect, but his conviction is rarely wrong. If semis crack, risk assets including crypto could face a severe liquidity vacuum. 📊
💬 Are you hedging your crypto bags against a potential tech selloff, or riding the AI wave until the music stops? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #NVDA #BigShort #RiskOff #TechBubble #CryptoMacro
🦈 📉
🚨 MICHAEL BURRY DOUBLED DOWN ON $NVDA SHORTS – TECH BUBBLE TELL? 💥
📉 The "Big Short" legend just added to shorts in $NVDA , $MU , and $SOXX at specific price levels. While the market cheers AI euphoria, smart money is quietly stacking bearish bets on the very engines of this rally. 🦈
💡 Burry's unchanged positions on $TSLA , $PLTR , and $QQQ suggest he sees a systemic overvaluation, not just a sector blip. History shows his timing isn't perfect, but his conviction is rarely wrong. If semis crack, risk assets including crypto could face a severe liquidity vacuum. 📊
💬 Are you hedging your crypto bags against a potential tech selloff, or riding the AI wave until the music stops? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #NVDA #BigShort #RiskOff #TechBubble #CryptoMacro
🦈 📉
📉 The "Big Short" legend just added to shorts in $NVDA , $MU , and $SOXX at specific price levels. While the market cheers AI euphoria, smart money is quietly stacking bearish bets on the very engines of this rally. 🦈
💡 Burry's unchanged positions on $TSLA , $PLTR , and $QQQ suggest he sees a systemic overvaluation, not just a sector blip. History shows his timing isn't perfect, but his conviction is rarely wrong. If semis crack, risk assets including crypto could face a severe liquidity vacuum. 📊
💬 Are you hedging your crypto bags against a potential tech selloff, or riding the AI wave until the music stops? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #NVDA #BigShort #RiskOff #TechBubble #CryptoMacro
🦈 📉
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🚨 MICHAEL BURRY DUMPS $DKNG , LOADS UP $FLUT — WHAT DOES THE BIG SHORT SEE? 🦈
📊 This isn't a random dart toss. Burry's rotation out of DraftKings and into Flutter is a textbook institutional vote for balance sheet strength over pure US growth narrative. Flutter's global diversification provides a structural hedge against domestic regulatory whiplash that DKNG simply can't match. 💡
🔍 The move signals a preference for cash flow resilience over market share dominance. When a legendary contrarian quietly shifts his long book, it's worth reading the tea leaves on sector leadership. 💬 Are you siding with the master of the short squeeze, or fading his latest conviction? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #FLUT #DKNG #SmartMoney #StockRotation #BigShort
🦈 🎯
🚨 MICHAEL BURRY DUMPS $DKNG , LOADS UP $FLUT — WHAT DOES THE BIG SHORT SEE? 🦈
📊 This isn't a random dart toss. Burry's rotation out of DraftKings and into Flutter is a textbook institutional vote for balance sheet strength over pure US growth narrative. Flutter's global diversification provides a structural hedge against domestic regulatory whiplash that DKNG simply can't match. 💡
🔍 The move signals a preference for cash flow resilience over market share dominance. When a legendary contrarian quietly shifts his long book, it's worth reading the tea leaves on sector leadership. 💬 Are you siding with the master of the short squeeze, or fading his latest conviction? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #FLUT #DKNG #SmartMoney #StockRotation #BigShort
🦈 🎯
📊 This isn't a random dart toss. Burry's rotation out of DraftKings and into Flutter is a textbook institutional vote for balance sheet strength over pure US growth narrative. Flutter's global diversification provides a structural hedge against domestic regulatory whiplash that DKNG simply can't match. 💡
🔍 The move signals a preference for cash flow resilience over market share dominance. When a legendary contrarian quietly shifts his long book, it's worth reading the tea leaves on sector leadership. 💬 Are you siding with the master of the short squeeze, or fading his latest conviction? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #FLUT #DKNG #SmartMoney #StockRotation #BigShort
🦈 🎯
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🦈 $PLTR SURGES 30% BUT BURRY'S REALLY HOLDING $9.2M IN PREMIUM PUTS — WHO'S RIGHT? 💥
Palantir's earnings just hit different — revenue up 93% YoY to $1.935B, EPS $0.41, and guidance raised to $8.15B. 📊 US commercial grew 149%, government 90%, and the stock surged nearly 30%.
Michael Burry still holds long-dated $PLTR puts, but that famous $912M short is just notional value. The real premium? ~$9.2M. 🦈 His max loss is capped, yet the pressure keeps building as the stock climbs.
The bigger risk is the valuation margin of error. If growth slows or AI budgets shift, compression could be violent. 💡 Is the AI sovereignty story strong enough to keep this legend bearish? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #PLTR #Earnings #AIStocks #BigShort #Markets
🦈 ⚖️
🦈 $PLTR SURGES 30% BUT BURRY'S REALLY HOLDING $9.2M IN PREMIUM PUTS — WHO'S RIGHT? 💥
Palantir's earnings just hit different — revenue up 93% YoY to $1.935B, EPS $0.41, and guidance raised to $8.15B. 📊 US commercial grew 149%, government 90%, and the stock surged nearly 30%.
Michael Burry still holds long-dated $PLTR puts, but that famous $912M short is just notional value. The real premium? ~$9.2M. 🦈 His max loss is capped, yet the pressure keeps building as the stock climbs.
The bigger risk is the valuation margin of error. If growth slows or AI budgets shift, compression could be violent. 💡 Is the AI sovereignty story strong enough to keep this legend bearish? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #PLTR #Earnings #AIStocks #BigShort #Markets
🦈 ⚖️
Palantir's earnings just hit different — revenue up 93% YoY to $1.935B, EPS $0.41, and guidance raised to $8.15B. 📊 US commercial grew 149%, government 90%, and the stock surged nearly 30%.
Michael Burry still holds long-dated $PLTR puts, but that famous $912M short is just notional value. The real premium? ~$9.2M. 🦈 His max loss is capped, yet the pressure keeps building as the stock climbs.
The bigger risk is the valuation margin of error. If growth slows or AI budgets shift, compression could be violent. 💡 Is the AI sovereignty story strong enough to keep this legend bearish? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #PLTR #Earnings #AIStocks #BigShort #Markets
🦈 ⚖️
100
💥 $NVDA $AMAT $MU – MICHAEL BURRY JUST DOUBLED DOWN ON SHORTS, 20% UNREALIZED! 📉
Entry: $NVDA 198.09 / $AMAT 729.40 / $MU 1051.87 ⚡
📉 The man who called the 2008 housing collapse is now loading up on semiconductor shorts. Burry initiated positions on NVDA, AMAT, and SOXX end of June, then added to Micron, NVIDIA, and SOXX again around July 24. 🦈 The timing is brutal – since entry, AMAT is down ~35%, SOXX ~23%, and Micron ~22%. That's a simple average of 20.1% unrealized profit on the first batch, and another ~7.4% on the add-ons.
📊 This is smart money conviction at its rawest. No hype, no headlines – just pure order flow betting against a sector that flew too high. 💡 The semiconductor index has been losing momentum for weeks, and Burry is leaning into the weakness while retail is still dreaming of AI moonshots. 💬 Is the chip bull run finally cracking, or will the shorts get squeezed soon? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #NVDA #AMAT #MU #Short #BigShort
🦈 💣
💥 $NVDA $AMAT $MU – MICHAEL BURRY JUST DOUBLED DOWN ON SHORTS, 20% UNREALIZED! 📉
Entry: $NVDA 198.09 / $AMAT 729.40 / $MU 1051.87 ⚡
📉 The man who called the 2008 housing collapse is now loading up on semiconductor shorts. Burry initiated positions on NVDA, AMAT, and SOXX end of June, then added to Micron, NVIDIA, and SOXX again around July 24. 🦈 The timing is brutal – since entry, AMAT is down ~35%, SOXX ~23%, and Micron ~22%. That's a simple average of 20.1% unrealized profit on the first batch, and another ~7.4% on the add-ons.
📊 This is smart money conviction at its rawest. No hype, no headlines – just pure order flow betting against a sector that flew too high. 💡 The semiconductor index has been losing momentum for weeks, and Burry is leaning into the weakness while retail is still dreaming of AI moonshots. 💬 Is the chip bull run finally cracking, or will the shorts get squeezed soon? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #NVDA #AMAT #MU #Short #BigShort
🦈 💣
Entry: $NVDA 198.09 / $AMAT 729.40 / $MU 1051.87 ⚡
📉 The man who called the 2008 housing collapse is now loading up on semiconductor shorts. Burry initiated positions on NVDA, AMAT, and SOXX end of June, then added to Micron, NVIDIA, and SOXX again around July 24. 🦈 The timing is brutal – since entry, AMAT is down ~35%, SOXX ~23%, and Micron ~22%. That's a simple average of 20.1% unrealized profit on the first batch, and another ~7.4% on the add-ons.
📊 This is smart money conviction at its rawest. No hype, no headlines – just pure order flow betting against a sector that flew too high. 💡 The semiconductor index has been losing momentum for weeks, and Burry is leaning into the weakness while retail is still dreaming of AI moonshots. 💬 Is the chip bull run finally cracking, or will the shorts get squeezed soon? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #NVDA #AMAT #MU #Short #BigShort
🦈 💣
18
Michael Burry just shorted Nvidia, Tesla, Caterpillar, and AMAT simultaneously. The man who called the 2008 housing collapse is now betting against the biggest names in the AI trade.
This is not a casual position.
This is a thesis.
Burry called the semiconductor index a pure form of overvaluation that is rarely seen. Not expensive. Not stretched. Rarely seen.
The man who saw 2008 coming when nobody else believed him is using that exact caliber of language about semiconductors right now.
Caterpillar is the most revealing short on the list. Burry has never shorted CAT before. Not once. And he chose to do it for the first time after the stock surged 86% in the first half of 2026 alone.
86% in six months for an industrial equipment manufacturer.
When a construction machinery company is outrunning the AI trade, something is badly mispriced somewhere.
Think about the broader picture Burry is painting.
The US stock market cap to GDP ratio just hit 238%. The highest in history. 90 percentage points above the Dot-Com bubble peak. The AI data center buildout has driven Nvidia and the semiconductor sector to valuations that require perfect execution indefinitely to justify.
Burry is saying that is not going to happen.
He was early on the housing short in 2005. Everyone called him wrong for years before the collapse proved him right.
The question is not whether Burry is right.
The question is whether you will still be positioned correctly by the time the market agrees with him.
#MichaelBurry #Nvidia #Tesla #BigShort #StockMarket
Michael Burry just shorted Nvidia, Tesla, Caterpillar, and AMAT simultaneously. The man who called the 2008 housing collapse is now betting against the biggest names in the AI trade.
This is not a casual position.
This is a thesis.
Burry called the semiconductor index a pure form of overvaluation that is rarely seen. Not expensive. Not stretched. Rarely seen.
The man who saw 2008 coming when nobody else believed him is using that exact caliber of language about semiconductors right now.
Caterpillar is the most revealing short on the list. Burry has never shorted CAT before. Not once. And he chose to do it for the first time after the stock surged 86% in the first half of 2026 alone.
86% in six months for an industrial equipment manufacturer.
When a construction machinery company is outrunning the AI trade, something is badly mispriced somewhere.
Think about the broader picture Burry is painting.
The US stock market cap to GDP ratio just hit 238%. The highest in history. 90 percentage points above the Dot-Com bubble peak. The AI data center buildout has driven Nvidia and the semiconductor sector to valuations that require perfect execution indefinitely to justify.
Burry is saying that is not going to happen.
He was early on the housing short in 2005. Everyone called him wrong for years before the collapse proved him right.
The question is not whether Burry is right.
The question is whether you will still be positioned correctly by the time the market agrees with him.
#MichaelBurry #Nvidia #Tesla #BigShort #StockMarket
This is not a casual position.
This is a thesis.
Burry called the semiconductor index a pure form of overvaluation that is rarely seen. Not expensive. Not stretched. Rarely seen.
The man who saw 2008 coming when nobody else believed him is using that exact caliber of language about semiconductors right now.
Caterpillar is the most revealing short on the list. Burry has never shorted CAT before. Not once. And he chose to do it for the first time after the stock surged 86% in the first half of 2026 alone.
86% in six months for an industrial equipment manufacturer.
When a construction machinery company is outrunning the AI trade, something is badly mispriced somewhere.
Think about the broader picture Burry is painting.
The US stock market cap to GDP ratio just hit 238%. The highest in history. 90 percentage points above the Dot-Com bubble peak. The AI data center buildout has driven Nvidia and the semiconductor sector to valuations that require perfect execution indefinitely to justify.
Burry is saying that is not going to happen.
He was early on the housing short in 2005. Everyone called him wrong for years before the collapse proved him right.
The question is not whether Burry is right.
The question is whether you will still be positioned correctly by the time the market agrees with him.
#MichaelBurry #Nvidia #Tesla #BigShort #StockMarket
26
THE BIG SHORT GETS SQUEEZED — $NBIS RIPS 21% PAST BURRY'S ENTRY! 🦈
Entry: 211.77 ⚡
Michael Burry stepped in front of this freight train at $211.77, choosing direct shares over put options because implied volatility was sitting above 100% — too rich even for his legendary patience. 🦈 Then the CPI print flipped the script, and NBIS is now running 21% hot through his entire risk curve at $233.62.
The whole bearish book is bleeding in one session: Micron +6.3%, NVIDIA +2.9%, SOXX +2.9%. 📊 When the market's most famous contrarian gets steamrolled, the real trade is figuring out what happens next — does this squeeze exhaust the rally, or fuel a broader melt-up?
💬 Are you riding this momentum wave, or quietly fading it while the big money licks its wounds? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #NBIS #MichaelBurry #BigShort #Crypto #MarketUpdate
🦈 💥
THE BIG SHORT GETS SQUEEZED — $NBIS RIPS 21% PAST BURRY'S ENTRY! 🦈
Entry: 211.77 ⚡
Michael Burry stepped in front of this freight train at $211.77, choosing direct shares over put options because implied volatility was sitting above 100% — too rich even for his legendary patience. 🦈 Then the CPI print flipped the script, and NBIS is now running 21% hot through his entire risk curve at $233.62.
The whole bearish book is bleeding in one session: Micron +6.3%, NVIDIA +2.9%, SOXX +2.9%. 📊 When the market's most famous contrarian gets steamrolled, the real trade is figuring out what happens next — does this squeeze exhaust the rally, or fuel a broader melt-up?
💬 Are you riding this momentum wave, or quietly fading it while the big money licks its wounds? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #NBIS #MichaelBurry #BigShort #Crypto #MarketUpdate
🦈 💥
Entry: 211.77 ⚡
Michael Burry stepped in front of this freight train at $211.77, choosing direct shares over put options because implied volatility was sitting above 100% — too rich even for his legendary patience. 🦈 Then the CPI print flipped the script, and NBIS is now running 21% hot through his entire risk curve at $233.62.
The whole bearish book is bleeding in one session: Micron +6.3%, NVIDIA +2.9%, SOXX +2.9%. 📊 When the market's most famous contrarian gets steamrolled, the real trade is figuring out what happens next — does this squeeze exhaust the rally, or fuel a broader melt-up?
💬 Are you riding this momentum wave, or quietly fading it while the big money licks its wounds? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #NBIS #MichaelBurry #BigShort #Crypto #MarketUpdate
🦈 💥
80
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