Master Investors Excerpt

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Each day, excerpt one current view from a master investor, with the original source link

Master Investors Excerpt2026/05/29 20:21:23

Burry owns Adobe, considers shorting CrowdStrike

Michael Burry published Part II of his "D'ai of the Triffids" software stock series on May 28–29, rating Adobe (Rank 2/50, P/IV15 0.91x) as his only "fat pitch" buy while ranking CrowdStrike dead last at 50/50 with a 23.18x P/IV15. He simultaneously rolled SOXX and QQQ puts at a debit, calling a "blowoff top" — a stated view now backed by executed capital.

Master Investors Excerpt2026/05/26 20:21:53

Burry: Nvidia is "clearly Cisco" — not Enron

Michael Burry clarifies his Nvidia thesis: it's a Cisco-2000 scenario, not Enron. He cites $182B in non-cancellable supply obligations, temporary tokenmaxxing-driven demand, and $662B in hyperscaler off-balance-sheet exposure — published in response to Nvidia's own seven-page analyst rebuttal.

Master Investors Excerpt2026/05/25 20:17:08

Burry on tokenized stocks: don't open that door

Burry warned on May 19 that the SEC's tokenized-stock plan risks a Snow Crash cyberpunk future — the SEC then delayed the plan on May 22.

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