Calls
1
u/Next_Tap_3601
Reddit r/ValueInvesting
Win Rate
0.0%
return
-9.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 11
$611.03
-9.0%
The author explicitly holds AI-infrastructure stocks and uses Burry’s public bearish stance as a contrarian indicator to hold. Burry is known for calling bubbles early; his continued bearishness suggests the AI rally still has room to run, creating a long opportunity until he flips. Buy SMH as a proxy for AI-infrastructure and hold until Burry capitulates (publicly changes his tune on the AI bubble). Burry could be right and the bubble bursts before he admits it; or his opinion may not be a reliable market-timing signal. Also, the author may sell prematurely based on a single tweet.
The author explicitly holds AI-infrastructure stocks and uses Burry’s public bearish stance as a contrarian indicator to hold. Burry is known for calling bubbles early; his continued bearishness suggests the AI rally still has room to run, creating a long opportunity until he flips. Buy SMH as a proxy for AI-infrastructure and hold until Burry capitulates (publicly changes his tune on the AI bubble). Burry could be right and the bubble bursts before he admits it; or his opinion may not be a reliable market-timing signal. Also, the author may sell prematurely based on a single tweet.
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u/Next_Tap_3601 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: SMH.
