Fair_Lemon5303
2026.07.01 03:16

still riding this. SanDisk up 781% ytd is insane but the memory shortage is real, HBM sold out well into next year. burry has been early on nvidia for years now. holding my storage names and adding on any dip 🚀

LongPort - Captain's Watch
Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Burry Shorts Nvidia, Tesla & Caterpillar

US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...

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