Michael Burry disclosed two new positions today: $ERO (Ero Copper) and $QXO.
Burry's moves always worth watching—he doesn't chase momentum, he hunts for what others miss. Copper exposure through $ERO is interesting given supply constraints and the infrastructure/electrification thesis. $QXO is Brad Jacobs' new logistics roll-up play, still early days but Burry clearly sees something in the structure.
Not a signal to blindly follow, but definitely a data point when one of the sharpest contrarian minds puts capital to work.
Burry's moves always worth watching—he doesn't chase momentum, he hunts for what others miss. Copper exposure through $ERO is interesting given supply constraints and the infrastructure/electrification thesis. $QXO is Brad Jacobs' new logistics roll-up play, still early days but Burry clearly sees something in the structure.
Not a signal to blindly follow, but definitely a data point when one of the sharpest contrarian minds puts capital to work.
