๐จ MICHAEL BURRY IS IN ALERT MODE โ AND HIS MOVES SPEAK LOUDER THAN ANY TWEET.
The man who predicted the 2008 crash doesnโt need to shout. His positions say it all. ๐
๐ WHAT WE KNOW ABOUT SCION ASSET MANAGEMENT TODAY:
Burry liquidated almost all of his long positions in Q1 2026, shrinking his portfolio to just a handful of concentrated bets โ ๏ธ
He holds puts on the S&P 500 and the Nasdaqโactively betting on a market drop
His track record: he bought massive puts before the 2008 crash, before the 2022 correction, and before the Big Tech selloff in 2023 ๐
๐ THE CONTEXT THAT SUPPORTS IT:
The Buffett Indicator is at 233% โ Burry has repeatedly cited it as a sign of an extreme bubble
The S&P 500 has more than 35% concentrated in just 7 AI stocks โ the highest concentration level since the dot-com bubble ๐คฏ
US corporate debt hit $13.7 trillion โ with massive refinancing deadlines due between 2026 and 2028
๐ก THE LINE HE DID SAY:
โEveryone wants to get rich quick. Nobody wants to be patient.โ ๐ฏ
Burry doesnโt predict dates. He predicts conditions. And todayโs conditions look far too much like ones heโs already seen before. โณ
โ ๏ธ THE OTHER SIDE:
Bulls argue that AI justifies current valuationsโthat itโs not a bubble, but real transformation
The market has been ignoring Burry since 2021. And itโs been volatile ever since. ๐ค
Do you believe Burry this time, or do you think the market can sustain these valuations? ๐
#MichaelBurry #SCION #SP500 #BURBUJA #CryptoMercado