Michael Burry's Scion Asset Management has reportedly purchased shares in JD.com and Alibaba, while also increasing its put options on Nvidia, indicating specific investment moves by the renowned investor.
Investor Michael Burry has publicly disputed the prevailing narrative of a housing shortage and called for significant reform of Government-Sponsored Enterprises (GSEs).
Opinion pieces continue to explore former President Donald Trump's political style, influence, and legacy, including his public persona, his role in 'giving America back its heroes,' his Iran claims, and the war's preparedness, alongside essential insights into the Iran War. Investor Michael Burry also weighed in, stating that falling stock prices are Trump's 'kryptonite' in the Iran war, indicating a key vulnerability for the former president.
Famed investor Michael Burry has accused Nvidia of 'mafia-like' behavior, alleging it blocked AMD from a major Oracle AI deal and forced OpenAI to abandon Oracle's data center plans due to chip unavailability.
An investment article provides recommendations on three stocks to sell, drawing inspiration from the investment strategies of renowned investor Michael Burry.
Michael Burry, known for 'The Big Short,' has stated that Palantir is worth $46, significantly lower than its current trading price of $130, prompting questions about the stock's true value.
A data center executive has publicly challenged prominent AI skeptics, including investors Michael Burry and Jim Chanos, comparing them to Lex Luthor's monkey army in 'Superman' for their warnings about artificial intelligence.
Investor Michael Burry has voiced concerns regarding Palantir, specifically highlighting CEO Alex Karp's substantial $17.2 million private jet expenses.
GameStop CEO Ryan Cohen
GameStop
GameStop CEO Ryan Cohen channeled Warren Buffett in a fiery post titled "The Hollow Men" on X.
He took aim at directors, executives, and managers who collect big money and shirk responsibility.
Michael Burry said Cohen has "rougher edges than Buffett," but he's "more modern in approach."
Ryan Cohen seems to be doing his best Warren Buffett impression, just like Michael Burry suggested.
The billionaire GameStop CEO and Chewy cofounder channeled the legendary investor in a lengthy X post titled "The Hollow Men" on Wednesday.
Cohen railed against a "new, parasitic class of corporate bureaucrat: The Risk-Free Insider."
He lambasted independent directors who don't dare rock the boat and risk losing their cushy, well-paid jobs.
He berated corporate bosses who balk at tying their fortunes to their company's success — they collect big bonuses if its stock price rises, and receive huge payouts if they tank the business and leave.
He also chastised managers who avoid accountability by hiring expensive consultants to blame if things don't work out.
Cohen labeled those three groups the "hollow men of the boardroom" who "wear the right suits" and "say the right buzzwords" but have little skin in the game.
Risking your own bottom line is the "only thing that keeps a business honest," Cohen wrote. He called for a return to an "owner's mentality," where bosses treat shareholders' money as if it were their own.
He warned that failure to change would mean "iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners — the shareholders — are left holding the bag."
Ryan has rougher edges than Buffett, but that just makes him more modern in approach. https://t.co/p0R06M2Ojr
— Cassandra Unchained (@michaeljburry) February 18, 2026
Burry shared Cohen's post and wrote: "Ryan has rougher edges than Buffett, but that just makes him more modern in approach."
The investor-turned-writer of "The Big Short" fame and GameStop shareholder has been touting the opportunity for Cohen to transform GameStop through acquisitions, drawing parallels to how Buffett reshaped Berkshire Hathaway from a failing textile mill into a $1 trillion conglomerate over six decades.
Following Buffett's lead
Buffett, who recently stepped down as Berkshire's CEO, has frequently taken aim at crony directors, overpaid executives, and costly consultants.
In his shareholder letter for 2019, he bemoaned that many independent directors don't spend a penny of their own money on shares of the companies they're overseeing — and high fees heavily incentivize them to be compliant in the hope of landing additional, lucrative board seats.
"When seeking directors, CEOs don't look for pit bulls," Buffett wrote. "It's the cocker spaniel that gets taken home."
Buffett joked that he was the "Typhoid Mary of compensation committees," as he'd only ever been appointed to one despite sitting on 18 different boards up to that point.
Time and again, Buffett has espoused an owner's mentality, underpinned by having more than 99% of his net worth in Berkshire stock.
"We want to make money only when our partners do and in exactly the same proportion," he and the late Charlie Munger wrote in their "Owner's Manual" for Berkshire shareholders.
"Moreover, when I do something dumb, I want you to be able to derive some solace from the fact that my financial suffering is proportional to yours," Buffett added.
Cohen has diverged from Buffett's playbook in some ways, such as buying bitcoin for GameStop last year, and recently agreeing a compensation package worth tens of billions if he hits certain market-value and profit milestones.
But he's also refused a salary as GameStop CEO, built a roughly 9% stake in the video-game retailer, urged frugality across the business, and even modeled its investor-relations website on Berkshire's homepage.
Cohen's tirade against the "Risk-Free Insider" is certainly rooted in Buffett's philosophy too, even if he's harsher in his wording as Burry said.
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Days after famed investor Michael Burry criticized Palantir, former US President Donald Trump publicly endorsed the company. His comments come amidst scrutiny of the data analytics firm.
Noted investors Michael Burry and Bill Ackman have highlighted a "rare" and "stupidly cheap" investment opportunity in Fannie Mae and Freddie Mac. They advise investors to disregard bearish sentiments surrounding the mortgage finance companies.
Investor Michael Burry, known from 'The Big Short,' suggests that President Trump's decisions regarding the Iran war are being driven by factors other than traditional foreign policy considerations.
Legendary investor Michael Burry suggests that US President Donald Trump's greatest weakness in the Iran war is his fear of falling stock prices on the New York Stock Exchange, calling the stock market Trump's 'kryptonite'.
Investor Michael Burry alleges that Nvidia paid $150 million to block AMD from securing a major AI data center contract with Oracle for OpenAI. Burry claims Nvidia's actions are 'mafia-like' and warrant an antitrust investigation, highlighting intense competition in the tech sector.
Investor Michael Burry, known from 'The Big Short,' made a successful million-dollar bet on gold, prompting questions about whether the gold rush will continue into 2026.
Investor Michael Burry has highlighted a 'vulnerability' within Chinese technology companies and cautioned about Hong Kong's role as a 'Cayman Islands shell' trap.
Investor Michael Burry issued a warning that Nvidia's current market position bears a striking resemblance to Cisco's just before the dot-com bubble burst.
A side-by-side image of Nvidia CEO Jensen Huang and famed short-seller Michael Burry.
Ezra Acayan/Getty Images; Jim Spellman/WireImage
Michael Burry of "The Big Short" has warned of a red flag in…
Investor Michael Burry has accused major tech companies like Microsoft, Google, and Meta of using 'sinister' accounting practices to conceal AI costs and inflate profits by 20%.
Investor Michael Burry has raised concerns about the substantial $660 billion AI infrastructure spending by major tech companies like Amazon, Google, Meta, and Microsoft, warning of cash burn and aggressive depreciation.
Investor Michael Burry has initiated a debate regarding AI spending, while also defending his past investment record against critics questioning his timing.
Michael Burry, the former hedge-fund manager chronicled in “The Big Short” for his bets against the housing market during the subprime-mortgage crisis, went through Palantir’s 10-K.
Big Short investor Michael Burry, known for his market predictions, has reportedly become an open book, expressing skepticism regarding the current artificial intelligence boom.
Palantir Technologies (PLTR) stock experienced a sudden recovery after a period of decline, with factors including mentions by Donald Trump, though investor Michael Burry of "Big Short" fame stated he continues to hold long-dated put options against the company, even as Trump praised the company while its stock was down and an Iran conflict dragged on.
"Big Short" investor Michael Burry has publicly supported billionaire Bill Ackman's prediction of a significant return on investment for Fannie Mae and Freddie Mac.
Michael Burry of "The Big Short" fame said markets have become "more fragile."
Jim Spellman/Getty Images; Tyler Le/BI
Pricey US stocks are long overdue for a painful correction, Michael Burry wrote on his Substack.
He warned that a return to historical valuations would require the S&P 500 to be cut in half.
The "Big Short" investor said the index-fund and buyback booms have supported stocks but may falter.
US stocks could suffer a devastating crash as the forces propping them up falter, Mic...
Investor Michael Burry, known for predicting the 2008 financial crisis, has compared Nvidia's substantial purchase commitments to the speculative peak of Cisco during the dot-com bubble, warning of significant risk.
Investor Michael Burry, known from 'The Big Short,' has issued a warning that Nvidia's current stock trajectory resembles Cisco's during the dot-com bubble, suggesting a potential market correction.
Vinod Khosla says stock prices aren't the way to evaluate AI bubbles.
Mert Alper Dervis/Anadolu via Getty Images
Vinod Khosla says the rise of AI might warrant steeper taxes on capital and none for most workers.
The billionaire VC wrote on X that AI displacing workers could shrink the labor part of the economy.
Khosla wrote that some popular tax breaks were "special interest goodies" and not "true capitalism."
If artificial intelligence eliminates millions of jobs, it might make sense to scrap income taxes for the vast majority of Americans and target capital instead, Vinod Khosla says.
"AI will transform economies and need a rethink of capitalism & equity," the billionaire venture capitalist wrote in an X post on Monday. "Labor portion of economy (vs capital) will decline sharply. Should we eliminate preferential treatment of capital gains tax and equalize to ordinary income?"
Khosla — who cofounded Sun Microsystems and made the first VC investment in OpenAI — was making the point that AI replacing labor on a grand scale might warrant greater taxes on assets such as stocks and real estate.
The veteran financier, who founded Khosla Ventures after leaving Kleiner Perkins, attached a video highlighting some of the jobs that could be taken by AI, from accountants and therapists to truck drivers and chip designers.
AI will transform economies and need a rethink of capitalism & equity. Labor portion of economy (vs capital) will decline sharply. Should we eliminate preferential treatment of capital gains tax and equalize to ordinary income? 40% of capital gains taxes are paid by those with… pic.twitter.com/7oSA9xj5Ko
— Vinod Khosla (@vkhosla) February 16, 2026
Khosla said in a follow-up post that ramping up taxes on capital would generate so much revenue that the government could scrap taxes for most of the roughly 150 million US taxpayers.
"Could easily eliminate bottom 125 million taxpayers from the tax rolls and be revenue neutral at the same time with a capital gains tax equal to ordinary income and a few other tweaks," he wrote.
He added that tax breaks such as carrying over tax losses and tax-free borrowing against unrealized gains — which he called a "true abuse!" — are "special interest goodies inserted by lobbyists and campaign contributions, not true capitalism."
Khosla didn't address common critiques of higher taxes, including that they can discourage entrepreneurship and investment, that collecting them can be tricky, and that wealthy people may leave the country to avoid them.
Khosla has previously underscored that the advent of AI may require sweeping policy changes. He estimated in late 2024 that in 25 years' time, AI could be doing 80% of the work in 80% of all jobs, and universal basic income might be needed to compensate for job destruction.
"As AI reduces the need for human labor, UBI could become crucial, with governments playing a key role in regulating AI's impact and ensuring equitable wealth distribution," he wrote on his firm's website.
Khosla isn't alone in predicting AI will change the fabric of society. Elon Musk suggested late last year that work could become "optional" and money might become "irrelevant" if advances in AI and robotics generate abundant resources for all.
Moreover, the Tesla and SpaceX CEO recently said that retirement savings may not be needed in 10 or 20 years, as everyone might have "whatever stuff they want."
However, skeptics such as Michael Burry of "The Big Short" fame have cautioned the AI boom is a speculative bubble, tech companies are overinvesting in microchips and data centers that will quickly become obsolete, and true AI is further away than many think.
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