Michael Burry Boosts Bets on C

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Michael Burry Boosts Bets on China Big Tech as Stocks Rebound -- but can a rebound off the bottom stick with the new round of tariffs & trade embargoes planned?

The Chinese tech stocks he bought are domestic tech stocks with effectively no money coming from america (or the rest of the world really). Baidu $Baidu(BIDU)$ and jd.com $JD.com(JD)$ theoretically would benefit from retaliatory tariffs since it would further box out competitors. However google $Alphabet(GOOG)$ is basically banned already, and JD is competing with alibaba $Alibaba(BABA)$ - Amazon $Amazon.com(AMZN)$ is barely present in china. I guess if any of the actions taken would make it harder to invest or divest from those companies that’s something material.

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ReginaldHearst
·05-20
It's interesting to see how he's doubling down on China's big tech stocks.
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JaneWW
·05-20
🤔
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Baidu <a data-mention-id=\"BIDU\" class=\"teditor-mention\" data-mention-name=\"Baidu\" href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$</a>  and jd.com <a data-mention-id=\"JD\" class=\"teditor-mention\" data-mention-name=\"JD.com\" href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> <v-v data-views=\"1\"></v-v> theoretically would benefit from retaliatory tariffs since it would further box out competitors. However google <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>  is basically banned already, and JD is competing with alibaba <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>  - Amazon <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>  is barely present in china. 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However google <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>  is basically banned already, and JD is competing with alibaba <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>  - Amazon <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>  is barely present in china. I guess if any of the actions taken would make it harder to invest or divest from those companies that’s something material.</p></body></html>","text":"Michael Burry Boosts Bets on China Big Tech as Stocks Rebound -- but can a rebound off the bottom stick with the new round of tariffs & trade embargoes planned? 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