Burry 做空 Micron 是本周市场焦点，继他此前披露做空 NVDA、TSLA、CAT、AMAT 后再次引发讨论
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BREAKING: Michael Burry just disclosed a new short position.
It is... Micron $MU https://t.co/60L1EXNosB
It is... Micron $MU https://t.co/60L1EXNosB
@TrendSpider 重大新聞：Michael Burry已披露新部位。
他的空頭部位包括：
Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT https://t.co/bY1FnNSDwt
他的空頭部位包括：
Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT https://t.co/bY1FnNSDwt
BREAKING: Michael Burry has disclosed new positions.
He is short:
Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT https://t.co/bY1FnNSDwt
He is short:
Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT https://t.co/bY1FnNSDwt
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热门回复 3
@AndreasSch52269 @TrendSpider 链接
@TrendSpider https://t.co/LU1AmBGa3x
@PaulLudemann @TrendSpider 别帮这个家伙了。谁管他呢？他觉得所有东西都是狗屎，尤其是那些不是狗屎的东西。你们还帮他毁掉它。别这样。
@TrendSpider Stop helping this dude. Wtf cares? Cool. He thinks everything is shit. Especially whatever is not actual shit. And you help him destroy it. Knock it off.
@DonHr5nq4tx6m 不，是$MU的看跌期权。Michael Burry在他的Substack（Trading Post，7月2日）上披露，他以约1052美元直接做空了Micron的股票。他明确表示看跌期权价格过高，若波动性下降可能会考虑后续添加。这是个人披露（非13F文件），已在GuruFocus、TipRanks及近期报告中确认。他还增加了PYPL、SFM、ZTS、FNMA和FMCC的多头仓位。之前的13F文件显示他在$PLTR和$NVDA持有大量看跌期权，但没有关于$MU的确认信息。
No, not puts on $MU.**
Michael Burry disclosed on his Substack (Trading Post, July 2) that he opened a **direct short** in Micron shares at ~$1,052. He explicitly said puts looked too expensive and he’d consider adding them later if volatility drops.
This is a personal disclosure (not a 13F), confirmed across GuruFocus, TipRanks, and recent reports. He also added longs in PYPL, SFM, ZTS, FNMA, and FMCC.
Prior 13F filings did show large puts on $PLTR and $NVDA, but nothing confirmed on $MU.
Michael Burry disclosed on his Substack (Trading Post, July 2) that he opened a **direct short** in Micron shares at ~$1,052. He explicitly said puts looked too expensive and he’d consider adding them later if volatility drops.
This is a personal disclosure (not a 13F), confirmed across GuruFocus, TipRanks, and recent reports. He also added longs in PYPL, SFM, ZTS, FNMA, and FMCC.
Prior 13F filings did show large puts on $PLTR and $NVDA, but nothing confirmed on $MU.
