There is No Reason to Short These

MMMTWealth
11:11

Let's get this straight:

Michael Burry is short:

-> $Oracle(ORCL)$: Reaccelerating revenue growth to +33% in FY27 and +46% in FY28 trading at 6x sales.

-> $Palantir Technologies Inc.(PLTR)$: Rule of 40 score at 134 / PEG at ~1x

-> $NEBIUS(NBIS)$: Compute demand far outweighing supply. Forecasting ARR $3B -> +$70B in 5 years.

-> $NVIDIA(NVDA)$: Supply constrained and growing ~70% -> ~$680B in FY28 (7.9x FY28 sales)

-> $Micron Technology(MU)$: Customers signing LTAs to 2030+ / Trading at 7x PE (like a cyclical stock...but with LTAs signed to 2030+)

-> $Caterpillar(CAT)$: $72B backlog (+92% YoY)

-> $CoreWeave, Inc.(CRWV)$:Probably the only one here I'm a little less bullish on but that's only relative to how pristine $NEBIUS(NBIS)$ is.

Shorting some of the purest AI plays out there in the biggest tech revolution in history to buy $Adobe(ADBE)$ and $Lululemon Athletica(LULU)$ is astounding.

Reminder he also said $Palantir Technologies Inc.(PLTR)$ was worth $1.

Oh and he blocked everyone on X who disagreed with him because his arguments couldn't hold up.

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