May 16, 2025 Michael Burry, the legendary investor made famous by The Big Short, is once again making headlines — this time for reversing course on Chinese tech stocks. After building sizable positions in major Chinese firms like Alibaba, Baidu, JD.com, and PDD Holdings in late 2022, Burry’s Scion Asset Management has now shifted gears.…
Updated Portfolio P&L Summary – 14.05.2025 🥇 Top Performers: 🪦 Worst Performers: 🔎 Observations: 🏷️ Ticker 🏢 Company 💰 Unrealized P&L ⚖️ Weight MSFT 🪟 Microsoft +$39.00 7.55% META 🧠 Meta +$53.60 2.59% NVDA 🎮 NVIDIA +$118.00 4.65% ADBE 🎨 Adobe +$21.60 4.12% GOOGL 🔍 Alphabet +$14.10 4.10% AAPL 🍏 Apple +$22.10 4.19% QCOM 📡…