Re: [新聞] 《大賣空》原型貝瑞警告AI泡沫將破裂「

作者: xross (xross)   2026-01-22 01:50:28
這標題應該改了吧
都 2026 Q1 了
根據 bloomberg
https://finance.yahoo.com/news/
investor-michael-burry-reveals-options-003350357.html
他現在空單標的是 ORCL
"he had decided to bet against Nvidia and not Oracle."
=> "Burry owns put options on Oracle shares, he said ... on Friday"
據說他公司/Capital已經註銷了 (為何? Substack上不還是曬單嗎?)
所以484沒有13F可以交叉比對了??

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