以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Michael Burry
37 atoms · 跨 18 天 · 首见 2026-04-23 · 最近 2026-07-03
三色: 🟦 fact 24 · 🟥 take 13 · stance ▲12/▼16/◆4
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 7
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: 群 1 · X 36
时态: fresh:30 · aging:5 · stale:2
标签: 好信源:24 · 好观点:13 · 好数字:6 · 好思考:4
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
Michael Burry 当前极度看空AI半导体，称泡沫即将破裂
¹，并认为市场感觉类似互联网泡沫前最后几个月
¹¹。他做空了NVDA和PLTR
¹，合计空头敞口超10亿美元
¹¹，近期又新开美光空头仓位
¹¹。Burry警告科技股抛物线式上涨后可能剧烈反转
¹，并认为估值已到30年来未见的极端
¹。不过，也有观点指出他的看空论据质量不佳且已被驳斥
¹。持仓上，他一边套现PLTR一半空头
¹，一边新建微软多头并买入Lululemon
¹¹，同时完全清仓GameStop
¹¹。
🧭 拥挤度 (一人一票): ▲ 1 位作者 (KOL1) vs ▼ 9 位作者 (KOL8 · 媒体1)
⚖️ 空头 8/9 来自KOL
📄 广泛报道的事实 · 1 个
展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)
- sells all GME stock — 2 源报道 (含2快讯) ·
X
💢 核心分歧 (1 轴)
1. AI泡沫 vs 结构性价值
*topic: 仓位情绪/市场泡沫/价格动态 · 11 bull vs 19 bear*
🟢 bullish 侧:
- <a id="atom-25cc968bb024eafd"></a>2026-05-08
X·@wallstengine · 新建仓 · 仓位情绪
MICHAEL BURRY SAYS HE STARTED NEW POSITION IN $MELI MERCADOLIBRE
tags: 好信源 · → daily
value: direction=long
📷 原图
- <a id="atom-f7e307a7c51590ab"></a>2026-05-12
X·@AIStockSavvy [老旧] · 新增持仓 · 仓位情绪
added to his MercadoLibre and Zoetis positions
tags: 好信源 · → daily
- <a id="atom-2ae364436b2b25b1"></a>2026-05-20
X·@burrytracker · Lululemon持股披露 · 仓位情绪 +同日2条
Just in: On 8/14, Michael Burry disclosed buying 50,000 shares of Lululemon $LULU
tags: 好数字 · → daily
value: qty=50000 shares · date=2026-08-14
📷 原图
- <a id="atom-4f3279c0c1a32732"></a>2026-05-24
X·@stevehou · 做空论据质量 · 仓位情绪
his bearish arguments were bad and were debunked
tags: 好观点·好思考 · → daily
- <a id="atom-b34d8adcb4a60276"></a>2026-06-04
X·@Saishiv17 · added to LULU position · 仓位情绪
Michael Burry added to his $LULU position ahead of earnings
tags: 好信源 · → daily
📷 原图
🔴 bearish 侧:
- <a id="atom-afb4a410d17290ac"></a>2026-05-08
X·@CNBC [老化中] · stated market feels like 'the last months of the 1999-2000 bubble' · 仓位情绪
Michael Burry says the market today feels like 'the last months of the 1999-2000 bubble'
tags: 好观点 · → daily
value: date=2026-05-08
- <a id="atom-5141abafd4915ce1"></a>2026-05-08
X·@StockMKTNewz [老化中] · 当前市场感觉类似互联网泡沫前最后几个月 · 市场泡沫/风险警示
Michael Burry just said he thinks right now feels like the last couple months before the Dot Com Crash
tags: 好观点·好信源 · → daily
value: date=2026-05-08
📷 原图
- <a id="atom-1f869f139d1dfea6"></a>2026-05-08
X·@FirstSquawk [老化中] · 认为当前市场感觉像1999-2000互联网泡沫最后几个月 · 仓位情绪
MICHAEL BURRY WARNS TODAY’S MARKET FEELS LIKE THE FINAL MONTHS OF THE 1999-2000 DOT-COM BUBBLE
tags: 好观点·好思考 · → daily
- <a id="atom-e735091a35584284"></a>2026-05-11
X·@DeItaone [老旧] · 建议削减科技股敞口 · 仓位情绪/估值
BURRY: CUT TECH EXPOSURE AMID BUBBLE FEARS
tags: 好观点 · → daily
- <a id="atom-9c0748db016ea7f3"></a>2026-05-11
X·@BloombergJapan [老化中] · 警告科技股暴涨后可能反转 · 价格动态/仓位情绪
著名投資家バーリ氏､「放物線的」テック株急騰で劇的な反転を警告
tags: 好思考 · → daily
展开 5 条中性
- <a id="atom-70329cb6daba6a19"></a>2026-05-04
X·@AIStockSavvy · sells all GME stock · 仓位情绪
MICHAEL BURRY SELLS ALL HIS $GME GAMESTOP STOCK
tags: 好信源 · → daily
- <a id="atom-e29732d011fe6d3a"></a>2026-05-07
X·@financialjuice · Sold Salesforce position · 仓位情绪
Sold Salesforce and Autodesk positions
tags: 好信源 · → daily
- <a id="atom-0a87cd02633bcca0"></a>2026-05-13
X·@Barchart · 曾持有LULU · 仓位情绪
This was one of Michael Burry's favorite stocks
tags: 好信源 · → daily
[图: Lululemon Athletica (LULU) 股价历史走势图，显示其跌至2018年以来的最低水平 — 当前股价: 122.21; 今日跌幅: -2.33%; 图表日期: 2026年5月13日]
📷 原图
🟦 客观事实 (facts) (17)
- <a id="atom-35f616faaaded73d"></a>🟦 2026-07-02
X·@TrendSpider · 披露新空头头寸 · 仓位情绪/内存周期
Michael Burry just disclosed a new short position. It is... Micron $MU
tags: 好信源·好数字 · → daily
value: qty=1 · date=2026-07-02
📷 原图
- <a id="atom-f40a1713756b08eb"></a>🟦 2026-05-09
X·@wallstreetbets · 13F short exposure on PLTR · 仓位情绪
$PLTR: ~$912M
tags: 好数字·好信源 · → daily
value: qty=$912M · date=2026-05-09
📷 原图
- <a id="atom-9ddc0f4ec08d04f2"></a>🟦 2026-05-09
X·@wallstreetbets · 13F short exposure on NVDA · 仓位情绪
$NVDA: ~$187M
tags: 好数字·好信源 · → daily
value: qty=$187M · date=2026-05-09
📷 原图
- <a id="atom-8f87586c24aed3fc"></a>🟦 2026-06-25
X·@AIStockSavvy [老化中] · 关闭一半空头仓位 · 仓位情绪/仓位情绪
The "Big Short" investor Michael Burry said late Thursday that he closed out half of his short position in $PLTR Palantir.
tags: 好观点·好信源 · → daily
value: qty=50%
- <a id="atom-723b2a87cf5cf58b"></a>🟦 2026-04-23
群 · 新建 Microsoft 多头仓位 · 持仓变动/管理层动作
Michael Burry initiated a new long position in Microsoft.
tags: 好信源 · → daily
- <a id="atom-a6e96a752ad3d1f1"></a>🟦 2026-05-05
X·@zerohedge · 退出 GameStop 头寸 · 仓位情绪
After Bizarre CEO Interview On CNBC, Michael Burry Exits GameStop Position
tags: 好信源 · → daily
- <a id="atom-a8b0675699262926"></a>🟦 2026-05-04
X·@zerohedge · 卖光全部 GameStop 持仓 · 仓位情绪
Michael Burry Sells All His GameStop Stock -- WSJ
tags: 好信源 · → daily
- <a id="atom-2ae364436b2b25b1"></a>🟦 2026-05-20
X·@burrytracker · Lululemon持股披露 · 仓位情绪
Just in: On 8/14, Michael Burry disclosed buying 50,000 shares of Lululemon $LULU
tags: 好数字 · → daily
value: qty=50000 shares · date=2026-08-14
📷 原图
- <a id="atom-c474d0909e9a6451"></a>🟦 2026-05-20
X·@burrytracker · Lululemon购买记录 · 仓位情绪
Burry has reported over the past year that he continues to buy with personal funds
tags: 好数字 · → daily
value: qty=50,000 shares · date=2026-08-14
📷 原图
- <a id="atom-e09b8d917bad8fe1"></a>🟦 2026-05-20
X·@burrytracker · Lululemon最新购买价格 · 仓位情绪
Latest $LULU purchase "at about $120" on May 18th
tags: 好数字 · → daily
value: qty=$120 per share · date=2026-05-18
📷 原图
- <a id="atom-f7e307a7c51590ab"></a>🟦 2026-05-12
X·@AIStockSavvy [老旧] · 新增持仓 · 仓位情绪
added to his MercadoLibre and Zoetis positions
tags: 好信源 · → daily
- <a id="atom-a7df3621613731e6"></a>🟦 2026-06-30
X·@bboczeng · 披露新空头头寸 · 仓位情绪
Michael Burry 披露了新的空头头寸，做空英伟达、特斯拉、卡特彼勒（$CAT）和应用材料
tags: 好信源 · → daily
- <a id="atom-f0cb542e559b2a1a"></a>🟦 2026-06-25
X·@negligible_cap · short position partially covered · 仓位情绪
MICHAEL BURRY SAYS HE COVERED HALF OF HIS PALANTIR SHORT
tags: 好信源 · → daily
value: qty=half
- <a id="atom-3963fbeca4807d7b"></a>🟦 2026-06-25
X·@negligible_cap · still holds long puts · 仓位情绪
still is long puts
tags: 好信源 · → daily
- <a id="atom-b34d8adcb4a60276"></a>🟦 2026-06-04
X·@Saishiv17 · added to LULU position · 仓位情绪
Michael Burry added to his $LULU position ahead of earnings
tags: 好信源 · → daily
📷 原图
- <a id="atom-0a87cd02633bcca0"></a>🟦 2026-05-13
X·@Barchart · 曾持有LULU · 仓位情绪
This was one of Michael Burry's favorite stocks
tags: 好信源 · → daily
[图: Lululemon Athletica (LULU) 股价历史走势图，显示其跌至2018年以来的最低水平 — 当前股价: 122.21; 今日跌幅: -2.33%; 图表日期: 2026年5月13日]
📷 原图
- <a id="atom-70329cb6daba6a19"></a>🟦 2026-05-04
X·@AIStockSavvy · sells all GME stock · 仓位情绪
MICHAEL BURRY SELLS ALL HIS $GME GAMESTOP STOCK
tags: 好信源 · → daily
🟥 多头 takes (bullish) (1)
- <a id="atom-4f3279c0c1a32732"></a>🟥 2026-05-24
X·@stevehou · 做空论据质量 · 仓位情绪
his bearish arguments were bad and were debunked
tags: 好观点·好思考 · → daily
🟥 空头 takes (bearish) (9)
- <a id="atom-9e27b66218ab8f19"></a>🟥 2026-07-03
X·@Kalshi_Finance · 说AI半导体泡沫即将破裂 · 地缘政治/价格动态
BREAKING: Michael Burry says the AI semiconductor bubble is ready to pop
tags: 好观点·好信源 · → daily
- <a id="atom-5141abafd4915ce1"></a>🟥 2026-05-08
X·@StockMKTNewz [老化中] · 当前市场感觉类似互联网泡沫前最后几个月 · 市场泡沫/风险警示
Michael Burry just said he thinks right now feels like the last couple months before the Dot Com Crash
tags: 好观点·好信源 · → daily
value: date=2026-05-08
📷 原图
- <a id="atom-2902aa970068aa68"></a>🟥 2026-05-24
X·@stevehou · 做空NVDA和PLTR · 仓位情绪/AI投资
shorted the most famous AI stocks he knew: NVDA and PLTR
tags: 好观点·好思考 · → daily
value: qty=NVDA, PLTR
- <a id="atom-2b9f3ae32f073a24"></a>🟥 2026-07-02
X·@StockSavvyShay · 开仓做空美光 · 仓位情绪
Michael Burry just opened a bearish position in $MU.
tags: 好信源 · → daily
value: direction=bearish
📷 原图
- <a id="atom-afb4a410d17290ac"></a>🟥 2026-05-08
X·@CNBC [老化中] · stated market feels like 'the last months of the 1999-2000 bubble' · 仓位情绪
Michael Burry says the market today feels like 'the last months of the 1999-2000 bubble'
tags: 好观点 · → daily
value: date=2026-05-08
- <a id="atom-760630d6af679f4f"></a>🟥 2026-06-30
X·@TechFlowPost · 判断估值极端 · 估值/仓位情绪
Burry 的判断是：估值已到他 30 年来没见过的极端，「只是时间问题」
tags: 好观点 · → daily
📷 原图
- <a id="atom-9c0748db016ea7f3"></a>🟥 2026-05-11
X·@BloombergJapan [老化中] · 警告科技股暴涨后可能反转 · 价格动态/仓位情绪
著名投資家バーリ氏､「放物線的」テック株急騰で劇的な反転を警告
tags: 好思考 · → daily
- <a id="atom-0a4814adfe3fa42f"></a>🟥 2026-07-02
X·@Semicon_player · 韩国大规模半导体投资警示 · 资本开支/供给产能
마이클 버리는 한국의 반도체 투자가 종말의 시작이 될거라 경고
tags: 好观点 · → daily
- <a id="atom-2b03d60cf0e5ebf5"></a>🟥 2026-05-16
X·@meggmcnulty · 未来折旧低估金额预测 · 盈利能力
Michael Burry’s claim is that hyperscalers will cumulatively understate depreciation by approximately $176B between 2026 and 2028.
tags: 好观点 · → daily
value: qty=$176B · date=2026-2028
🟦 新闻流 (squawk · 10)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-28db0c132632bd55"></a>🟦 2026-06-30
X·@financialjuice · 持仓情况 · 仓位情绪
Michael Burry: Have shorted Tesla, Nvidia, and Applied Materials
tags: 好信源 · → daily
value: direction=short
- <a id="atom-d010dd37875aea15"></a>🟦 2026-06-25
X·@wallstengine · short position covered · 仓位情绪
Michael Burry said in his newsletter that he has covered his short position in Palantir $PLTR and is no longer short the stock.
tags: 好信源 · → daily
📷 原图
- <a id="atom-3808d7335f70a674"></a>🟦 2026-06-25
X·@wallstengine · covered half of short position in Palantir · 仓位情绪/评级目标价
Michael Burry said in his newsletter that he has covered half of his short position in Palantir $PLTR
tags: 好信源·好观点 · → daily
value: qty=half · date=2026-06-25
📷 原图
- <a id="atom-ef441a17c52c432a"></a>🟥 2026-06-21
X·@FirstSquawk · 观点 · 仓位情绪
Stocks Can Fall So Far They Break From Reality
tags: 好观点 · → daily
value: qty= · date=
- <a id="atom-e735091a35584284"></a>🟥 2026-05-11
X·@DeItaone [老旧] · 建议削减科技股敞口 · 仓位情绪/估值
BURRY: CUT TECH EXPOSURE AMID BUBBLE FEARS
tags: 好观点 · → daily
- <a id="atom-25cc968bb024eafd"></a>🟦 2026-05-08
X·@wallstengine · 新建仓 · 仓位情绪
MICHAEL BURRY SAYS HE STARTED NEW POSITION IN $MELI MERCADOLIBRE
tags: 好信源 · → daily
value: direction=long
📷 原图
- <a id="atom-1f869f139d1dfea6"></a>🟥 2026-05-08
X·@FirstSquawk [老化中] · 认为当前市场感觉像1999-2000互联网泡沫最后几个月 · 仓位情绪
MICHAEL BURRY WARNS TODAY’S MARKET FEELS LIKE THE FINAL MONTHS OF THE 1999-2000 DOT-COM BUBBLE
tags: 好观点·好思考 · → daily
- <a id="atom-e29732d011fe6d3a"></a>🟦 2026-05-07
X·@financialjuice · Sold Salesforce position · 仓位情绪
Sold Salesforce and Autodesk positions
tags: 好信源 · → daily
- <a id="atom-89961ce903a56ba8"></a>🟦 2026-05-07
X·@financialjuice · Sold Autodesk position · 仓位情绪
Sold Salesforce and Autodesk positions
tags: 好信源 · → daily
- <a id="atom-c51e0dcbb85fa3de"></a>🟦 2026-05-04
X·@wallstengine · 清仓 GME · 仓位情绪
WSJ: MICHAEL BURRY SELLS ALL HIS $GME GAMESTOP STOCK
tags: 好信源 · → daily
value: qty=100% · direction=sell
📷 原图
⏱ 时间轴 (近 20)
- 🟥 2026-07-03 ·
narrative · 说AI半导体泡沫即将破裂 · → daily
- 🟥 2026-07-02 ·
narrative · 韩国大规模半导体投资警示 · → daily
- 🟥 2026-07-02 ·
fact · 开仓做空美光 · → daily
- 🟦 2026-07-02 ·
fact · 披露新空头头寸 · → daily
- 🟦 2026-06-30 ·
fact · 持仓情况 · → daily
- 🟦 2026-06-30 ·
fact · 披露新空头头寸 · → daily
- 🟥 2026-06-30 ·
forecast · 判断估值极端 · → daily
- 🟦 2026-06-25 ·
position · 关闭一半空头仓位 · → daily
- 🟦 2026-06-25 ·
fact · short position covered · → daily
- 🟦 2026-06-25 ·
fact · short position partially covered · → daily
- 🟦 2026-06-25 ·
fact · still holds long puts · → daily
- 🟦 2026-06-25 ·
fact · covered half of short position in Palantir · → daily
- 🟥 2026-06-21 ·
narrative · 观点 · → daily
- 🟦 2026-06-04 ·
fact · added to LULU position · → daily
- 🟥 2026-05-24 ·
narrative · 做空NVDA和PLTR · → daily
- 🟥 2026-05-24 ·
narrative · 做空论据质量 · → daily
- 🟦 2026-05-20 ·
fact · Lululemon持股披露 · → daily
- 🟦 2026-05-20 ·
fact · Lululemon购买记录 · → daily
- 🟦 2026-05-20 ·
fact · Lululemon最新购买价格 · → daily
- 🟥 2026-05-16 ·
forecast · 未来折旧低估金额预测 · → daily
← 实体目录 · 系统日志
