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Personal Finance and Investing

bucolic_frolic

(55,744 posts)

2. Investors are still today betting on chips

Reply to progree (Reply #1)

Mon May 11, 2026, 12:09 PM

Monday

But the 5 or 6 largest companies in the world are leveraging everything they have on AI.

"Big Short" guy Michael Burry is taking prominent short positions on AI, betting against Palantir, and buying the aggregate short chips ETF SOXS. His positions are for early 2027, roughly, and some analysts think it will be 2 years before any possible collapse.

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Market Metrics, 5/8/26 [View all] lastlib Friday OP

Last week, and last 4 weeks through 5/8/26 progree Saturday #1

Investors are still today betting on chips bucolic_frolic Monday #2

NASDAQ is up 27% over the last 6 weeks !!!! $4 Trillion into Chips this year !!!! bucolic_frolic Tuesday #3