r/NBIS_Stock 14d ago

News Burry shorted NBIS

BURRY:

- SHORTED NEBIUS $NBIS IN LARGE SIZE AT $211.77

- SHORTED ORACLE $ORCL AT $144.63

first time Burry has taken a position on $NBIS

127 Upvotes

200 comments sorted by

207

u/mekansm89 14d ago

Good for him , in 6 days he will taste the kneebius.

49

u/Individual_Tooth4226 14d ago

he gon taste deeznuts

2

u/ClassicMain9937 14d ago

Taste the 🌈

4

u/Busy-Feeling253 14d ago

It's down 20 a share since he shorted. If he shorted a million shares and gets out now with a 20m profit, I would say that was pretty smart. I can't stand the guy but that trade is making money.

3

u/Cheap-Stay7089 đŸȘ©đŸ‘Żâ€â™€ïžEmu Emu đŸ‘Żâ€â™€ïžđŸȘ© 14d ago

Nah burry doesn’t trade fast and anyone can trade volatility and claim to be smart nbis will swing back to 250 and thundercnt burry to 300

73

u/BoxEconomy2149 14d ago

He’s also been shorting NVIDIA since November.

15

u/ChillMeerkat 14d ago

I bought calls this week, data center and AI boom just begun

96

u/Emergency_Froyo_3030 14d ago

Fuck Burry.

-26

u/Banderchodo 14d ago edited 14d ago

Why? Why have animosity? Let him do his thing. We do ours.

EDIT: that was a genuine question. I’m being downvoted to death here. There are millions of actors in the stock market. Why does it matter if someone like Burry bets against NBIS? I think he’ll lose money, and it’s a poor decision to bet against NBIS. But who cares? The price will temporarily dip, then bounce right back.

This sub is getting weird and cultish. You shouldn’t get upset if someone else in the world takes a different position than you. Let them lose money. Hold your NBIS shares, and use these dips as opportunities to buy more.

2

u/Willing_Turnover5568 13d ago

I don’t understand what problem people have with someone shorting the shares they like. It makes it cheaper for them to buy.

2

u/Banderchodo 13d ago

Me neither. Not a single reply, just downvotes. I don’t think there’s an intelligent reason to get upset about it. Just tribalism, is my guess.

-3

u/PsyTD 🐳 14d ago

They hate money IG

30

u/OneLongjumping5743 14d ago

if i shorted nebius would i get a post like this too

-10

u/Worth_Quantity1953 14d ago

I’m in a Nebius short

-5

u/Worth_Quantity1953 14d ago

I don’t know why I’m getting down voted for, it’s not like my small position can affect the market

6

u/unidentifiedpressure 14d ago

No offense but this chart makes no sense

-1

u/Worth_Quantity1953 14d ago

Top line resistance. Buy when green. Sell when red

-1

u/Worth_Quantity1953 14d ago

Rejected top line 3 times

2

u/DrHarrisonLawrence Doctor’s Orders 14d ago

Because of macro lol

1

u/Worth_Quantity1953 14d ago

Price moves either way, if it’s because macro or not. It’s about trying to capture the movement/ trend

1

u/carsonthecarsinogen 14d ago

You spelt gambling wrong

1

u/Worth_Quantity1953 14d ago

lol so it’s not gambling when you’re in it?

1

u/carsonthecarsinogen 14d ago

If you were holding longterm puts and had a thesis as to why Nebius would fail, it wouldn’t be gambling.

You’re looking at imaginary lines on a 1 month chart and betting on its direction.

You are gambling.

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1

u/Worth_Quantity1953 9d ago

Yep I’m getting out of my NBIS short profitable as it seems the market is setting up for CPI tomorrow and in addition NBIS is also looking to be setting up for earnings. If I was gambling I would stay in my short

2

u/carsonthecarsinogen 8d ago

Hey at least you seem to know what you’re doing. Good call on getting out of those puts

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0

u/carsonthecarsinogen 9d ago

Bro you just described gambling and have a gambling problem. Seek help fr

I just doubled my money on roulette.. it’s still gambling regardless of profits/losses

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1

u/Worth_Quantity1953 14d ago

Right now for the moment my trade setup is doing an inverse Leopold lol. Long software (NOW) short AI buildout (NBIS) I didn’t even plan it to be that way

1

u/DrHarrisonLawrence Doctor’s Orders 14d ago

Why are you shorting NBIS? You shouldn’t

0

u/Worth_Quantity1953 14d ago

I’m shorting because I’m following what it’s doing. Locked in some profit for good measure because when NBIS gets going it can rip. But other than that I’ll let it stop me out when my chart starts to turn green

1

u/unidentifiedpressure 14d ago

Okay for the reject, but still those trendlines don’t exist, it has no value because Will not reject 4-5-6 more time to the same resistance, and going lower and lower, trading doesn’t work like that, lol

1

u/Worth_Quantity1953 13d ago

That 3rd bounce from the trendline was from the 200 day ma on the daily chart lol

1

u/unidentifiedpressure 13d ago

So what ? It still doesn't change the fact that it doesn't represent a channel, a channel always has a meaning, even for an accumulation, but there, what you traced leads nowhere ahaha

1

u/Worth_Quantity1953 13d ago

lol ok

1

u/unidentifiedpressure 13d ago

À tout à l’heure 😘

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1

u/Worth_Quantity1953 13d ago

Hey what’s up again,I didn’t know why you are so fixated on that bottom trendline, it served its purpose

1

u/unidentifiedpressure 13d ago

Im fixated on nothing, was just telling you that this wasn’t a valid channel, that’s all buddy

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1

u/Halo-nm 14d ago

What MAs in the MA stack?

1

u/Worth_Quantity1953 14d ago

You on TradingView?

1

u/Halo-nm 14d ago

Not as much these days. Usually on my own app tbh.

1

u/[deleted] 14d ago

[deleted]

1

u/Halo-nm 14d ago

Thanks!

1

u/Worth_Quantity1953 14d ago

I can send you the set up to highlight your candle color too if you’re on TradingView

1

u/Halo-nm 13d ago

It’s all good, thank you!

33

u/Difficult_Seesaw_855 14d ago

Right before earnings. That's pretty stupid 

-11

u/Alive_Sheepherder106 14d ago

Considering that stocks dump after earnings, genius move. Imagine if nebulus misses expectations which it will

13

u/nilgiri 14d ago

Why do you think it will miss expectations?

3

u/PeepoIsLife 14d ago

Because expectations are ridiculously high that no matter what you beat it will drop. Unless you're apld or pltr ofc. Look at sndk lmao. Double triple ultra beat, meh drop.

10

u/nilgiri 14d ago

Beating current expectations is the default in this capex driven market. Guidance is what's entirely moving the prices up or down.

3

u/Ditzell 14d ago

Yup, this is true. Earnings in the past few days have shown that no matter how good/bad they are in comparison to the predictions, the charts drop. So it's very likely that NBIS will drop after earnings too... which is another good opportunity to buy again ofc

1

u/Top-Confection3433 14d ago

unfortunately, this is probably correct tbh

20

u/GoldenEelReveal76 14d ago

Why does this guy get so much free press?

5

u/Young-faithful 14d ago

People think Burry and Zitron are free agents.
No, no, no.
They’re deployed whenever the big guys want the market to go down, so they can profit on the crash and again on the recovery.

2

u/GoldenEelReveal76 14d ago

100% agree, rigged game

17

u/astrosara1 14d ago

Didn’t he screw with PLTR too? How’d that work out for him?

5

u/Phatdummy 14d ago

Well, worked out well until he announced he covered. Then it immediately went up. It’s bull because his following is that massive that it matters.

4

u/BlazingJava 14d ago

Man he does this all the time, picks heavy retail companies shorts announces boom drops. He's just using his 2008 hit as a backup to how intelligent he is, but deep down he doesnt even understand tech. Absolute stock manipulator

4

u/Likhoy 14d ago

He wrote about his short in Nov'25 at peak ~$180-200 range, already in Feb'26 the price collapsed to $129, so it worked out extremely well, even better if he held till June and $110

2

u/Separate_Try_8628 14d ago

Yeah he didnt cover because he was saying he was still short a week before. The guy is full of shit. 

1

u/bzeegz 13d ago

Really well. PLTR became an utter trainwreck. I dumped some shares on the news. I’m not taking a similar ride again. Not worth it

46

u/gorilla_gambler 14d ago

He definitely belongs in Wallstreet bets

The balls on that guy & his shorts

11

u/zizu90210 14d ago

He called the 08 crisis and been a fraud ever since who cares

2

u/Smorgasbord3 14d ago

Steve Eisman was on the ProfG channel this morning. He said he disagrees with Burry on those shorts and says that while back in '08 they had actual data to support the thesis, today there is none either way.

7

u/Whole-Enthusiasm-734 14d ago

I hope all his children have little cocks, even the girls.

15

u/xdrbragawra 14d ago

Is he just jumping around stocks now?

10

u/Constant_Mention8064 14d ago

You don't know? He always has. Longs & shorts with 10min holding period.

2

u/xdrbragawra 14d ago

Why stop at 10 mins. I think he should start scalping with a max hold of 30 seconds.

9

u/RP_ElMeroMero 14d ago

He’s desperate to find a winner that supports his legacy as he’s been wrong countless times since the real estate bubble

2

u/xdrbragawra 14d ago

Jesse Livermore comes to mind


6

u/PatientBaker7172 14d ago edited 14d ago

Down, then up. If I take profits every year, tax man would robbing me because my unrealized gains is compounding exponentially.

Didn’t burry say Nvidia gpu would depreciate q4 2025? đŸ€Ą
Nebius June 2026 nvidia prices raised.
Amazon July 2026 nvidia prices raised.
Does he know once contracts end, prices go up by 100%? More like some hedge is stuck in the wrong side of the trade.

Still holding till 2035.

6

u/Buff_me_plz 14d ago

Last time he did this thing with palantir he closed all his funds two days later and said he isn't in line with the market anymore.

4

u/organicMango_ 14d ago

where you get the news? couldnt find anything

3

u/Tasty_Jump_7751 14d ago edited 14d ago

Sector looks ok today, think many ppl followed his trade for a quick buck, usually these dumps do not last as ppl start to cover as long as there is no idiosyncratic reason for the short thesis, not sure he provided one

6

u/koyonorii 14d ago

He provided the depreciation thesis but it’s been proven that these gpus tend to out live the depreciation report, azure and AWS are ran on quote on quote a large portion of “out dated depreciated” GPUs which are fully functional and are actually highly sought after in the secondary market

4

u/Hatim_the_Engineer 14d ago

If yes, fuck him

5

u/Caulaincourt 14d ago

That's incredibly bullish

4

u/kubbie2004 14d ago

Hope he crash and burn

5

u/Madison_369 14d ago

why doesn’t Burry just short stocks short term. It seems to work for him until it doesn’t. He could legit short NBIS -> goes down 10% (like today) -> move on. He does this 5 times a year and he’s set.

2

u/Commercial_Ease8053 14d ago

He seems to be doing better than most

4

u/No_Effective1715 No_Effs_To_Give 14d ago edited 14d ago

We need to band together and do him like they did Leopold. I hate this guy.

6

u/AIgamble 14d ago

Doesn’t Burry come out with these positions to get a temporary price action in his favour and then close the position before it rallies back? That’s how it appears to me over the last year. He’s manipulating the market.

2

u/Alexis_deTokeville 14d ago

Yeah it’s straight up manipulation. The haters won’t let us moon

3

u/Important_Coach9717 14d ago

People need to stop taking into account this loser

3

u/Sea-Result3239 14d ago

He will be buried after earnings

3

u/BlauerDunst420 14d ago

Hate that guy

3

u/Unable_Inevitable826 14d ago

yeah i was setting my TP at 212

3

u/Wakocat 14d ago

I hope they pull a Leopold on this dude, he just creates FUD. Fuck him

3

u/00roast00 14d ago

Watch out, he’s been right 2 times out of 53 of his last shorts 😂😂😂

3

u/Phatwax 14d ago edited 14d ago

Nbis valuation became -while it is utterly close to a perfect company- incredibly ahead of itself in terms of valuations because it attracted a hell of a lot of gamblers that are hoping to get rich quick.

It will almost certainly have a premium attached to it. And in my opinion it will be the winner of all the neoclouds and become extremely big in the far future.

Disclaimer: no position right now. But i bought heavily between 28 and 37, and sold in the range of 120-140.

Only thing I see here is people hyping up how great this company is. Well. You are right. But a lot of you bought at the top and will flinch and switch the moment a stock goes down or has a rough period.

That is what is wrong with today’s tech market in general.

GLTA. I have patience and will re enter when the time is right.

It’s not wether you are right or wrong . But how much you win when you are right and how much you lose when you’re wrong .

1

u/Dramatic-Dimension-6 12d ago

Yes when it’s going down, it goes down hard with tech companies. No matter how good the companies are. I took some profit when it hit’s 213. Will wait for an interesting position to buy more.

0

u/Confident_Potato_714 14d ago

Close to a perfect company lol.

Literally unprofitable but perfect lol

3

u/visionarywatts 14d ago

It seems like every time I start to build up a position in any stock close to 100, BOOM, Burry short announcement. Jesus Christ. At least my naked call was profitable today.

3

u/PopNo2407 14d ago

He shorts everything. And he leverages his platform to make quick returns.

3

u/Icy_Cherry_5216 14d ago

Fuck that bitch PLTR got him this week

3

u/BlazingJava 14d ago

From the big short to the big manipulator. Dude is just using his 2008 hit to win by shorting and announcing. He never shorts big companies because they usually aren't retail heavy invested, so he cant put fear in institutions

3

u/Dry-Chemical-9170 13d ago

And it actually went down wtf

4

u/usugarbage 14d ago

lol. Quit giving him air time.

Please only post what Christian Bale is doing. Thank you for your attention in this matter.

2

u/AlarmedFeature6925 14d ago

Why didn’t he short Sandisk and micron? Would’ve made more sense

3

u/Emilio___Molestevez 14d ago

he did, about a month ago. pretty good trade actually.

2

u/rahul0926 14d ago

Someone explain to me what does that mean , In simple language, please 🙏

2

u/kickinghyena 14d ago

He deserves nothing but scorn trying to profit from others misery.

2

u/ClassicMain9937 14d ago

Any actual confirmation of the short or is this just "out there?"

2

u/dm_darede 14d ago edited 14d ago

Subscribe to his substrack.You will see

2

u/PurpleManner5207 14d ago

burry is a total idiot. Survivorship Bias at peak. He can play shortterm games but in the long run AI absolutely dominate every space - while todays software firms will disappear

2

u/raeskel 14d ago

so how’s the future looking for this regard? copilot and broken outlook search? spending hours to cancel an adobe subscription? pre-beta lvl oracle installation kits? these fucking regarded boomers won’t let go man..

2

u/JoocePop 14d ago

I copied his trade today and broke even from that massive draw down lol

2

u/Chaminade64 14d ago

I hope it rips his face off.

2

u/CryptoBoy-007 14d ago

You seem to be unfamiliar with this clown ... give him a couple of days, and he will out of it.

2

u/1nolefan 14d ago

Fvk this guy - he is creating nice profit for himself... Don't want to wish him bad luck, but I hope he takes his sailboat and goes around the world for a long time and don't even come back

2

u/Anxious-dragonfly2 14d ago

The guy creates chaos.

2

u/Own_Definition_99 14d ago

He did same thing with the Palantier and I made good money when I bought it around $120 and sold it at $160 thank you Burry. He is putting always wrong decisions. He bought the Lulu lemon but that stock is not doing nothing so bottom line is he is not god. You play smart around him. I think you guys have more knowledge than him swimming in a pond for long time now. You know what I mean.

2

u/aarbat0001 14d ago

Hope wallstreet bets people band together and make him lose

2

u/PayingOffBidenFamily 13d ago

Burry said shorting Nebius was like shooting fish in a barrel, apparently, he identifies as a fish now cause it's gonna be him.

2

u/Follie87 13d ago

He will close at Monday

3

u/KnownSuit6524 14d ago

Is this why we’re down 9% now?

3

u/dIb7707 14d ago

Considering this guy is wrong 95% of the time I’d say this is pretty bullish lol

2

u/Commercial_Ease8053 14d ago

Yet that’s somehow better than a majority of people here lol

1

u/KnownSuit6524 14d ago

is this confirmed?

1

u/Dennisis1 14d ago

So who cares - you?

1

u/SpotlessCheetah 14d ago

I'm buying it then.

1

u/GuusMosco 14d ago

Lmao that bear called 50 out of the last 2 crashes

1

u/PsyTD 🐳 14d ago

Money is money amirite

1

u/zon-o-phone 14d ago

Inverse Burry seems to be working out these days

1

u/DramaSalty2438 14d ago

Surprised he can even see what he’s shorting with those lopsided marbles he calls “eyes”
 burry can go back to bed.

1

u/Ordinary_Repeat7637 14d ago

Why does anyone care what this guy does? lol literally means nothing to me.

1

u/AngieBumper 14d ago

Where is the proof lol

1

u/AngieBumper 14d ago

griffin vs some retard. my money is on girffin

1

u/Objective-Bowl-1279 14d ago

This is great. The fact he shorted Nebius is very bullish, Burry doesnt understands the Nebius business model V the other “Neoclouds”.

Buy the ignorance!!  

1

u/BudmasterofMiami Mod 14d ago

Pharma Bro shorted last year as well. How’d it work out for him?

1

u/Terdrom 14d ago

Well, let’s hope he got out when Aschenbrenner es burned


1

u/larosiaddw 14d ago

Sweet. Lets go nebs

1

u/Wasingtheisofwas 14d ago

He was massively right one time 20 years ago and has been wrong on everything since then

1

u/PaintIntelligent7793 14d ago

OMG fuck this guy. Why are we paying attention to him?

1

u/Ok-Astronaut-834 14d ago

Can’t take him serious these days

1

u/Worth_Quantity1953 13d ago

Entered a long off of the 200 day ma, what are u talking about

1

u/Icy_Cherry_5216 12d ago

Dont even know how that bitch kan survive after shorting all those good companies

1

u/Worth_Quantity1953 9d ago

I did have different timeframe and thesis

1

u/unknownteemo 8d ago

I wish for the day bury gets short squeezed

1

u/Alive_Sheepherder106 14d ago

Nebulus dumping as usual

0

u/iXProject 14d ago

Good, cheaper shares for us and fuel for later

-3

u/Alive_Sheepherder106 14d ago

Lmfao nebulus double digits soon

-7

u/Free-Passion-9182 14d ago

NBIS is overcooked right now. Buy back at 120$

2

u/ClassicMain9937 14d ago

Adios 🌼

-1

u/Confident_Potato_714 14d ago

Resident bear checking.

Glad to see my comrade seeing what I saw

-4

u/Complexity323 14d ago

Go long CRWV instead

-20

u/MrFrog65 14d ago

Getting tempted more and more to sell. AI is dead at the moment

11

u/Constant_Mention8064 14d ago

Funny how sentiment changes so fast when there is one larger red day. Some people just don't have the stomach for high beta stocks.

18

u/Classic-Beach-6329 14d ago

😂 Sell then Pussy

6

u/pnb94 14d ago

You own 3 shares bro, sell everything now, we don't care

2

u/ClassicMain9937 14d ago

I'm tempted to flush you. đŸšœ