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A tweet outlining a weekend guide for shorting Nebius (NBIS) by reading hyperscaler AI cloud earnings, and going long Lululemon (LULU) as a hedge.
Famed short seller Michael Burry has reportedly established approximately $1 billion in short positions betting on an AI bubble collapse, targeting primarily Palantir ($912M) and NVIDIA ($187M). This is his largest short play since the 2008 financial crisis.