Re: [新闻] 《大卖空》原型贝瑞警告AI泡沫将破裂“

楼主: xross (xross)   2026-01-22 01:50:28
这标题应该改了吧
都 2026 Q1 了
根据 bloomberg
https://finance.yahoo.com/news/
investor-michael-burry-reveals-options-003350357.html
他现在空单标的是 ORCL
"he had decided to bet against Nvidia and not Oracle."
=> "Burry owns put options on Oracle shares, he said ... on Friday"
据说他公司/Capital已经注销了 (为何? Substack上不还是晒单吗?)
所以484没有13F可以交叉比对了??

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