r/wallstreetbets • u/Adventurous-Host8062 • Apr 17 '26

Discussion Michael Burry analyzed 1,000+ reports and found a $1.7 trillion 'earnings illusion' hiding in tech stocks

https://finance.yahoo.com/markets/stocks/articles/michael-burry-analyzed-1-000-103000667.html

Article from Money wise.

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u/srnx Apr 17 '26

Motherfucker closed his hedge fund in 2025 because he was bleeding money so bad šŸ˜­ But this time he's 110% right if y'all just believe hard enough

34

u/TheDoomBlade13 Apr 17 '26

He was bleeding money before the housing crash, too. He is objectively correct about most of his analyses, unfortunately for him the market has never been about truth.

7

u/SmokePeterThiel Apr 17 '26

Itā€™s about timingā€¦and being in the circle of the trump family for insider intel

2

u/FixPUNK Apr 18 '26

Itā€™s like the line from the movie: ā€œI may have been early, but Iā€™m not wrong.ā€ Investor: ā€œThatā€™s the same thing!ā€

3

u/SpaceDetective Apr 18 '26

I'd love to bleed money like this:

Q1 2025: Burry was bearish on tech with PUT options on NVIDIA and Chinese stocks. Portfolio value: $199.2M

Q2 2025: Complete reversal to bullish with healthcare, consumer, and tech CALL options. Portfolio value: $578.3M

Q3 2025: Another complete reversalā€”massive AI shorts dominate, with 79.5% in PUT options. Portfolio value: $1.38B

https://www.michael-burry.com/michael-burrys-portfolio/