Nebius Group N.V.NBIS
▼ ネガティブ資本関連度
Nebius remains one of Burry's three biggest short positions.
銘柄への影響 7
Artificial Intelligence
Nebius Group N.V.
NVIDIA CorporationNVDA
± 混在資本関連度
Burry closed his Nvidia put options but Nvidia remains a top short position.
Consumer Discretionary
Lululemon Athletica Inc.LULU
± 混在資本関連度
Burry's largest long holding, but he reduced the size of his Lululemon long position.
Digital Finance & Tokenization
MercadoLibre Inc.MELI
± 混在資本関連度
Burry's largest long holding, but he reduced the size of his MercadoLibre long position.
Health Care
Molina Healthcare IncMOH
± 混在資本関連度
Burry's largest long holding, but he reduced the size of his Molina Healthcare long position.
Defense & Geopolitical Fragmentation
Palantir Technologies Inc.PLTR
± 混在関連度
Burry closed his put options on Palantir yet it remains one of his biggest short positions; mixed signal with no fundamental driver.
Cloud & Digital Infrastructure
Oracle CorporationORCL
± 混在関連度
Remains one of Burry's three biggest short positions, but no new development beyond position disclosure.