MICHAEL BURRY IS STILL SHORTING AI?! | The Dummy On Wall Street

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마이클 버리가 AI 관련주(네비우스그룹 NBIS, 엔비디아, 코어위브, 오라클)에 숏 포지션을 잡았다는 소식을 전함. 진행자는 AI 주식 랠리가 계속되며 나스닥이 사상 최고치를 경신 중이라고 언급. 오라클은 과도한 레버리지로 단기 하락 여지가 크다고 봄. 유가는 배럴당 98달러로 소폭 하락 중이며, 유가가 높게 유지되면 에너지 인플레이션 문제가 생길 수 있다고 진단.

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01. AI stocks continue to rip and Michael Berry continues to short. Welcome back to the dummy on Wall Street. Folks, welcome back to the dummy on Wall Street. I'm not a financial advisor. I'm a guy in his closet making random videos. Please like and subscribe. Um what are we doing? Michael Berry the big short himself continues to try to be Mr.

02. Big Short. Came out that yesterday or the day before he's revealed a new position that he is shorting more AI stocks, specifically Nevius Group, NBIS. I'm not sure if you know anything about Nevius Group. I bought it when it was $22. It's now over $200 per share. Yeah, I sold it at $40 per share cuz I'm a psycho and thought it was too high, too elevated, but that's where we are in today's stock market.

03. If you have a a name, you're part of the the AI conglomerate, the Nvidias, Nevius Group, you name it. If you're part of that group you're going to kill it. Um but yeah, Michael Berry shh revealed that he's got some new positions in his portfolio, specifically shorting Nevius Group, right? So this guy, Michael Berry, is literally a psycho person.

04. I don't understand how his fund hasn't gone under because he's shorting Nvidia, he's shorting Coreweave, he's shorting Nevius Group, and he continues to try to short the AI market. He really thinks that there's going to be a crash at some point. He's been saying this for four, five, or six years. And I don't think it's paid off just yet.

05. Um he also opened a short on Oracle. Now funny thing about Oracle, they are way over leveraged. Their balance sheet is truly diabolical. Too much debt. Too much debt trying to build AI data centers. I think it will pay off in the long term, but if something goes awry in the short term, it's not going to be great.

06. I've been pretty big on saying Oracle is in a funky spot just because on one hand they're so over-leveraged, I think they could potentially fail. Not fail completely, but I think there's a lot of room for the stock to go down. On the other hand, they're so tied into the government and the AI infrastructure play, I don't think I think they're too big to fail if that makes sense.

07. That's really what I wanted to cover today. Like I said, AI stock market continues to rip. Nasdaq was up at all-time highs today, which you know, it's up at all-time highs every 3 days at this point. And not a whole lot of news. Everyone's watching oil. Oil continues to come down a little bit. It's at $98 per barrel.

08. If oil stays inflated, we're going to have some serious issues with energy inflation. Uh but yeah, like I said, just wanted to cover Michael Burry. This guy is just out of control. So, have a great day.