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burrytracker.bsky.social
Tracking hedge funds and Burry’s stocks. Powered by @joinautopilot_ join Autopilot to invest alongside Burry's portfolio
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The uncomfortable truth: Global markets so far have wildly outperformed in 2025 compared to US stocks

David Tepper on CNBC 9/26/24: "buy everything in China" $BABA is up 40% since then

Burry went all in on China David Tepper went all in on China The stock market has now fallen to levels we haven't seen since the election Meanwhile top Chinese positions YTD: $BABA: +53% $JD: +20.4% $PDD: +17% Anyone else go all in on China?

Bernstein is bullish on Alibaba Ai They lifted their price target to $165, highlighting them as primary beneficiaries of China’s AI push "The volume of inbounds from global investors taking another look at China has been very notable" $BABA is up over +6% on the day

here. we. go. David Tepper is on a heater and not just with his China stocks His $LYFT position is up almost 8% for the day Tepper has 13,500,000 shares of Lyft and according to his most recent 13F filing it's his 11th largest holding

This is why we do it Alibaba $BABA about to crack +70% in the past month Both Burry and David Tepper have been buying China over and over When asked months ago "what to buy in China" Tepper said "buy everything" so far he's been right

New stock to keep an eye on ✍️ Oscar Health $OSCR Burry just disclosed a brand new $2.8M position in the stock Today, it was up 18%

Fed cut interest rates and 30 yr. fixed mortgage rates flew back up to 7% in an instant Since the Fed started lowering rates in September, 30 yr. rates have flown from 6.1% to 6.7% 🧵 It's likely only going to get worse and here's why:

MICHAEL BURRY JUST UPDATED HIS PORTFOLIO (Holdings as of the end of Q3)

RealReal $REAL UP 38% TODAY congrats to all tracking 🍾🚀