$MU
In a proper wild turn of events in the AI chip market, you’ve got two big-shot investors lookin’ at things in completely different ways, innit
On one side, Michael Burry—the bloke who called the big housing crash—has been shortin’ Micron Technology since July second, and he’s gone and topped it up again this week
On the other side, Leopold Aschenbrenner, the fella they call the ‘Nostradamus of AI’, has put down massive money on call options endin’ on October second
$SNDK
We’re talkin’ a $44m punt on Micron, another $41m on SanDisk, plus a tidy $11m tossed across Intel and Marvell
The numbers tell a right proper story here
Burry’s tracker is barely up 2% for the year, while Leopold’s tracker has gone mental, up 84% since March
$INTC
Micron’s stock itself has only crept up 2% since Burry took a pop at it, whereas Leopold’s punt is already printin’ cash, up about $74 a share at today’s prices
It just goes to show how split everyone is on where memory chips are headin' with all this AI madness
Folk are keepin’ their eyes peeled for Leopold’s next 13F report on November 16th to see how his wallet’s really holdin’ up against the market ups and downs
#AIStocksWhatNext
In a proper wild turn of events in the AI chip market, you’ve got two big-shot investors lookin’ at things in completely different ways, innit
On one side, Michael Burry—the bloke who called the big housing crash—has been shortin’ Micron Technology since July second, and he’s gone and topped it up again this week
On the other side, Leopold Aschenbrenner, the fella they call the ‘Nostradamus of AI’, has put down massive money on call options endin’ on October second
$SNDK
We’re talkin’ a $44m punt on Micron, another $41m on SanDisk, plus a tidy $11m tossed across Intel and Marvell
The numbers tell a right proper story here
Burry’s tracker is barely up 2% for the year, while Leopold’s tracker has gone mental, up 84% since March
$INTC
Micron’s stock itself has only crept up 2% since Burry took a pop at it, whereas Leopold’s punt is already printin’ cash, up about $74 a share at today’s prices
It just goes to show how split everyone is on where memory chips are headin' with all this AI madness
Folk are keepin’ their eyes peeled for Leopold’s next 13F report on November 16th to see how his wallet’s really holdin’ up against the market ups and downs
#AIStocksWhatNext
