9 Min Read
Ken Griffin told investors on Friday that more than 80% of the risk in the portfolio he acquired in late July has been unwound. Roughly 100 block trades, $4 billion in market value, three weeks.
MU · Since The Event− 4.68%Readprevious guidancerevised guidance
9 Min Read
On August 6 Burry disclosed shorts in Oracle at $144.63 and Nebius at $211.77. His case is not that the shares are expensive — it is that the companies building AI infrastructure assume their hardware lasts long enough to inflate today's earnings and push the bill into the future.
