According to @burrytracker, Nvidia (NVDA) earnings are “going to crush Burry,” flagging an expectation of strong results that could pressure bearish positioning (source: @burrytracker on X, Nov 20, 2025).

According to @burrytracker, Michael Burry publicly called out an AI Flywheel Fraud, stating that "every company below has suspicious fraud recognition" source: https://twitter.com/burrytracker/status/1991293410490401058 The post communicates a sector-level fraud risk warning aimed at multiple AI-related companies, elevating headline risk for AI-theme equities from a high-profile bearish signal source: https://twitter.com/burrytracker/status/1991293410490401058 For trading, the source highlights non-fundamental risk (fraud recognition) that can drive headline-driven repricing; monitor the thread for any named tickers and track AI-basket price action around the post timestamp for immediate market reaction source: https://twitter.com/burrytracker/status/1991293410490401058 For crypto, the negative AI headline flagged by the source adds downside headline risk to AI-linked crypto narratives, making cross-asset sentiment tracking relevant for AI-theme tokens source: https://twitter.com/burrytracker/status/1991293410490401058

According to @burrytracker, Michael Burry posted a tweet immediately after Nvidia’s (NVDA) earnings release as captured in the tracker’s Nov 19, 2025 update; source: @burrytracker. The tracker post does not include the content of Burry’s tweet or any Nvidia earnings figures, providing no tradeable details from this post alone; source: @burrytracker. The post contains no mention of crypto assets or AI-related tokens, indicating no stated crypto-market impact in this update; source: @burrytracker.

According to @StockMarketNerd, short sellers aiming for asymmetric downside should target weaker names like IONQ and RGTI rather than leaders NVDA and PLTR, emphasizing risk-reward efficiency for bears (source: @StockMarketNerd). According to @StockMarketNerd, NVDA and PLTR are described as elite, expensive, and thriving operators, while IONQ and RGTI are characterized as probable zeros with no near-term path to a viable product, making the latter a lower-resistance short, in their view (source: @StockMarketNerd). According to @StockMarketNerd, betting against category leaders requires timing industry cycle deceleration, whereas shorting structurally weaker firms is anchored in fundamentals and product viability risks (source: @StockMarketNerd). According to @StockMarketNerd, a practical trading takeaway is to concentrate short exposure in weaker quantum-computing equities (IONQ, RGTI) rather than AI leaders (NVDA, PLTR) if seeking downside, while recognizing higher volatility and sizing accordingly (source: @StockMarketNerd). According to @StockMarketNerd, the comment references a Burry-style short mindset and frames the choice as minimizing voluntary resistance by avoiding fights against strong leaders (source: @StockMarketNerd).

According to @burrytracker, it has been 10 days since Michael Burry went bearish on AI, during which NVDA fell 10.4% and PLTR declined 17.12% (source: @burrytracker on X, Nov 13, 2025). Based on these reported 10-day moves, short-term traders can benchmark momentum and manage risk in AI equities by tracking whether these drawdowns extend or mean-revert in upcoming sessions (source: @burrytracker on X, Nov 13, 2025). Crypto traders can also use these equity moves as a sentiment input when evaluating AI-related token exposure and cross-asset risk appetite (source: @burrytracker on X, Nov 13, 2025).

According to @burrytracker, the account posted the message Burry was right on Nov 13, 2025, linking to an X post by @joinautopilot for context, source: https://twitter.com/burrytracker/status/1989046631707095217, https://x.com/joinautopilot/status/1989045989584363912. The post contains no specific details on which prior prediction it refers to and provides no asset, price level, or timeframe that would form an actionable trade setup, source: https://twitter.com/burrytracker/status/1989046631707095217. The tweet does not mention cryptocurrencies or BTC/ETH, implying no direct crypto market impact can be derived from this item alone, source: https://twitter.com/burrytracker/status/1989046631707095217. Traders should review the linked thread to verify the claim’s context and any underlying data before adjusting positions or risk, rather than trading on a headline without details, source: https://x.com/joinautopilot/status/1989045989584363912.

According to @burrytracker, Michael Burry closing his fund does not indicate he is stepping back, and a “massive” plan is slated for Nov 25, with the account emphasizing a 17-day countdown at the time of posting, source: @burrytracker on X on Nov 13, 2025. According to @burrytracker, the account expects Burry to reveal subtle moves that followers can participate in, though this is presented as the account’s view rather than confirmed guidance, source: @burrytracker on X on Nov 13, 2025. According to @burrytracker, its Autopilot Burry tracker will incorporate this timing information going forward, creating a specific date for event-watch lists and headline-driven monitoring, source: @burrytracker on X on Nov 13, 2025. The only confirmed details from this source are the stated Nov 25 timing and the tracker’s planned integration of that information, source: @burrytracker on X on Nov 13, 2025.

According to @StockMarketNerd, the post states Burry is throwing a gigantic party right now and none of us are invited, without any additional detail or context, source: @StockMarketNerd on X, Nov 13, 2025. The post provides no tickers, positions, price levels, sectors, or mention of cryptocurrencies, offering no direct, actionable trading signal, source: @StockMarketNerd on X, Nov 13, 2025. With no disclosed data points, no immediate stock or crypto market impact can be identified from this post alone, source: @StockMarketNerd on X, Nov 13, 2025.

According to @StockMKTNewz, Michael Burry may launch content such as a private Discord or newsletter. Source: @StockMKTNewz on X, Nov 13, 2025. The post contains no confirmation, timeline, or pricing details, so it provides no actionable trading catalyst at this time. Source: @StockMKTNewz on X, Nov 13, 2025. The post does not reference crypto assets like BTC or ETH, implying no direct crypto market signal. Source: @StockMKTNewz on X, Nov 13, 2025.

According to @burrytracker, Michael Burry has disbanded Scion Capital; the post provides no supporting details or documents (source: @burrytracker on X). Traders seeking verification should monitor SEC EDGAR for a Form ADV-W adviser withdrawal and any changes in 13F reporting that would confirm structural wind-downs (source: SEC.gov). Equity–crypto correlations have risen since 2020, so risk sentiment headlines around prominent hedge fund managers can spill over to BTC and ETH (source: IMF Global Financial Stability analysis, 2022).

According to @StockMKTNewz, Michael Burry’s Scion Asset Management terminated its SEC investment adviser registration effective November 10, 2025, as reflected in a filing on the SEC website, source SEC filing. US rules generally require investment advisers with more than 100 million dollars in regulatory assets under management to register with the SEC, source SEC. For traders, this confirms Scion no longer appears as an active SEC-registered adviser, a status change highlighted in financial news coverage, source Bloomberg. The SEC filing did not cite any cryptocurrency exposure or direct impact on BTC or ETH, source SEC filing.

According to @StockMKTNewz, Michael Burry stated on X that he thinks he is early but not wrong, and the post did not specify any asset, timeframe, or position details. Source: @StockMKTNewz post on Nov 12, 2025; Source: Michael Burry X post on Nov 12, 2025, x.com/michaeljburry/status/1988441508660285536. The cited post contains no references to BTC, ETH, or other cryptocurrencies, so there is no direct crypto-market signal from this comment. Source: Michael Burry X post on Nov 12, 2025; Source: @StockMKTNewz post on Nov 12, 2025. Given the lack of specifics, the comment represents headline risk rather than a quantifiable trading signal until further disclosures or market data emerge. Source: @StockMKTNewz post on Nov 12, 2025; Source: Michael Burry X post on Nov 12, 2025.

According to @burrytracker, on Nov 11, 2025 the account published a one-line message reading "Slowly, then suddenly" (source: @burrytracker, Nov 11, 2025). The post contains no tickers, price levels, timeframes, or data, and it provides no specific trading signal by itself (source: @burrytracker, Nov 11, 2025). No additional context or links were included, limiting immediate actionability for traders (source: @burrytracker, Nov 11, 2025).

According to @burrytracker, Michael Burry alleges that AI hyperscalers are inflating profits by extending server lifespans and masking approximately $176 billion in fake earnings (source: @burrytracker, Nov 10, 2025). The post characterizes the AI sector as a bubble and centers on earnings quality risks tied to depreciation and asset life assumptions, without naming specific companies (source: @burrytracker). For traders in AI-exposed equities and AI-themed crypto, the allegation highlights potential scrutiny of capex depreciation disclosures and sentiment around AI profitability narratives (source: @burrytracker).

According to the source, Michael Burry disclosed large bearish positions against several AI-favored equities via regulatory filings after warning of market bubbles, and Palantir’s CEO reacted negatively, flagging potential near-term volatility in AI-heavy tech stocks and related ETFs; source: the source. For crypto markets, IMF research finds rising co-movement between major cryptocurrencies and tech equities during risk-off episodes, suggesting downside in AI leaders could pressure BTC and ETH via correlated flows; source: IMF, Crypto Prices Move More in Sync With Tech Stocks, 2022. Before acting, traders should verify Scion Asset Management’s positions via the latest SEC EDGAR Form 13F and monitor options skew, implied volatility, and liquidity in PLTR and AI mega-cap proxies to gauge spillover risk; source: SEC EDGAR.

According to the source, a report claims Michael Burry placed roughly $1.1 billion in bearish positions against AI mega-cap equities, a headline that could influence flows in AI-linked indices and options if confirmed. Source: user-provided report. Traders should verify any such exposure via SEC Form 13F on EDGAR, as hedge funds disclose equity and listed-option holdings within 45 days after each quarter end. Source: U.S. Securities and Exchange Commission (SEC). AI leadership remains concentrated in a handful of megacaps that are among the heaviest weights in the S&P 500 and Nasdaq 100, meaning positioning shifts can ripple through broad tech beta and semiconductor ETFs like QQQ and SOXX. Sources: S&P Dow Jones Indices; Nasdaq; iShares. Crypto has traded with risk-on characteristics since 2020, with research documenting higher BTC-equity correlations during stress, so a tech-led drawdown can spill into BTC and ETH in risk-off episodes. Sources: IMF Global Financial Stability Note (2022); BIS Bulletin (2022).

According to Michael Burry Stock Tracker (@burrytracker) on Twitter, the Autopilot app now allows users to trade like Michael Burry by tracking all his moves in real-time, with investment advice provided by Autopilot advisers LLC, an SEC registered advisor (source: @burrytracker, June 19, 2025). For crypto market participants, this development may lead to increased transparency in traditional stock strategies and could influence capital flows into crypto assets like BTC and ETH, as traders look for cross-market arbitrage opportunities and risk management tactics based on Burry's portfolio adjustments.

According to Michael Burry Stock Tracker, PDD Holdings (PDD) reported a significant decline in Q1 profitability, with net income dropping 47% year-over-year and earnings per share falling to $1.56 from $2.83. Margins decreased from 33% to 19%, and revenue growth slowed to 10% YoY, marking the lowest pace in years. Michael Burry warns of heightened tariff risks and continued margin pressure, signaling potential red flags for traders. These developments may impact investor sentiment across Chinese tech stocks and could indirectly affect crypto market flows as traders reassess risk exposure. Source: @burrytracker on Twitter.

According to Michael Burry Stock Tracker (@burrytracker), Michael Burry's significant investment in Estée Lauder (EL), previously met with skepticism, has now delivered strong returns as revealed in his latest 13F filing. The report highlights Burry’s continued bullish position in EL, reflecting a strategic pivot toward consumer staples amid market volatility (source: @burrytracker, June 16, 2025). For crypto traders, this shift toward resilient equities like EL suggests a rotation of institutional capital into defensive sectors, which may reduce risk appetite for high-volatility assets like BTC and ETH in the short term.

According to Michael Burry Stock Tracker (@burrytracker), Estée Lauder (EL) jumped 8% following the news of Leonard Lauder's death at age 92. Notably, 133,000 insider shares were purchased in February, indicating strong internal confidence. Options call volume surged over 70% today, reflecting heightened bullish sentiment among traders. Last quarter, Michael Burry significantly increased his stake in EL while liquidating most other holdings, highlighting a concentrated bet on the stock. These factors suggest potential volatility and increased trading opportunities, with the stock’s momentum likely to influence sentiment in equities and related sectors, potentially spilling over into consumer-focused crypto tokens. Source: @burrytracker on Twitter, June 16, 2025.