{"id":72462,"date":"2025-11-04T18:59:20","date_gmt":"2025-11-04T18:59:20","guid":{"rendered":"https:\/\/www.europesays.com\/se\/72462\/"},"modified":"2025-11-04T18:59:20","modified_gmt":"2025-11-04T18:59:20","slug":"the-big-short-investeraren-michael-burry-satsar-stort-pa-nedgang-i-palantir-och-nvidia-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/72462\/","title":{"rendered":"The Big short-investeraren Michael Burry satsar stort p\u00e5 nedg\u00e5ng i Palantir och Nvidia"},"content":{"rendered":"<p>&#13;<br \/>\n                        Via sin fond Scion Asset Management har Burry k\u00f6pt s\u00e4ljoptioner motsvarande 5 miljoner Palantir-aktier, v\u00e4rda omkring 912 miljoner dollar, och 1 miljon Nvidia-aktier, v\u00e4rda cirka 187 miljoner dollar. Positionerna utg\u00f6r 80 procent av fondens portf\u00f6lj.<\/p>\n<p>Nvidia har i \u00e5r stigit 54 procent och n\u00e5tt en rekordniv\u00e5 som v\u00e4rldens f\u00f6rsta bolag med ett b\u00f6rsv\u00e4rde p\u00e5 5 biljoner dollar, medan Palantir \u00f6kat 174 procent. Scion hade inga innehav i bolagen tidigare, vilket markerar en tydlig strategif\u00f6r\u00e4ndring, skriver Business Insider.<\/p>\n<p>Burry har l\u00e4nge varnat f\u00f6r \u00f6verinvesteringar i AI-sektorn, som han beskriver som \u201dcirkul\u00e4r capex\u201d \u2013 att techj\u00e4ttarna g\u00f6r stora kapitalinvesteringar i varandra i en slags rundg\u00e5ng, enligt Marketwatch. Samtidigt menar han att marknaden kan vara \u00f6verv\u00e4rderad, men att det ibland \u00e4r det enda vinnande draget att inte spela alls.<\/p>\n<p>Samtidigt har Burry tagit k\u00f6poptioner i Halliburton och Pfizer, vilket antyder att hans skepsis mot AI inte omfattar hela marknaden.<\/p>\n<p>Michael Burry blev v\u00e4rldsber\u00f6md f\u00f6r sina s\u00e4ljoptioner p\u00e5 bostadsobligationer inf\u00f6r finanskrisen 2008.<\/p>\n<p>SEC:s rapport specificerar inte exakt vilken f\u00f6rfallodag optionerna har d\u00e5 s\u00e5 kallad 13 F-rapportering inte kr\u00e4ver detaljspecifikationer f\u00f6r derivat.&#13;\n                    <\/p>\n","protected":false},"excerpt":{"rendered":"&#13; Via sin fond Scion Asset Management har Burry k\u00f6pt s\u00e4ljoptioner motsvarande 5 miljoner Palantir-aktier, v\u00e4rda omkring 912&hellip;\n","protected":false},"author":2,"featured_media":36724,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,70,71,454,453,451,452,34,31,33,32,30,455],"class_list":{"0":"post-72462","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-business","9":"tag-economy","10":"tag-ekonomi","11":"tag-ekonomisk-analys","12":"tag-finans","13":"tag-finansiella-nyheter","14":"tag-investera","15":"tag-se","16":"tag-svenska","17":"tag-sverige","18":"tag-sweden","19":"tag-swedish","20":"tag-trading"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115492969850969413","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/72462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=72462"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/72462\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/36724"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=72462"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=72462"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=72462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}