White Mountains Insurance Group, Ltd.

On October 31, 2025, for the first time in two and a half years, Michael Burry unexpectedly returned to X and published a single <a href="https://x.com/michaeljburry/status/1984067754270319052?s=20">post</a>, "Sometimes we see 'bubbles'. Sometimes we do something about it. Sometimes the only winning strategy is not to engage." The post was the preface to a series of moves that Burry used over two weeks to effectively declare a new down play - this time against the AI boom. Burry's insight is legendary - is he right now?

Downgrade Game 2: Michael Burry vs. Artificial Intelligence

Sibanye Stillwater Limited

Lynas Rare Earths Limited

Range Resources Corporation

Active negotiations between the US and China, sanctions policy and the US shutdown determine the composition of the portfolio in November. Alexander Orlov, Managing Director of Arbat Capital, proposed a strategy that balances both investors' expectations and the results of specific companies.

Where to invest $10,000 in November: Between America and China

Abbott Laboratories

Air Products and Chemicals, Inc.

Johnson & Johnson

Generac Holdings Inc.

ITT Inc.

Marex Group plc

Amazon.com, Inc.

GitLab Inc.

NVR, Inc.

Barrick Mining Corporation

Anglo American plc

AI is a risky strategy, real production is a conservative one: Oninvest asked Astero Falcon portfolio manager Alena Nikolaeva where to invest $10,000 if the horizon is about a year and the goal is to increase capital. Two strategies include companies from the "old" economy.

Where to invest $10,000 right now: the renaissance of real manufacturing 

Advanced Micro Devices, Inc.

NVIDIA Corporation

It wasn't AMD that made Lisa Su famous. It was Lisa Su who made AMD what we know today.

Lisa Su's Big Bet: How AMD's CEO changed the AI market

Gemfields Group Limited

Fabergé is being taken over by a new owner - the American company SMG Capital LLC - the latter is owned by Sergey Mosunov, a native of Nizhny Novgorod. The deal should be completed on August 28. Why is Gemfields Group selling a legendary brand for tens of millions of dollars cheaper than it paid when buying it?

From tsar's eggs to venture capital: who got Fabergé?

Figma

Adobe Inc.

Imagine a movie: a small actor from the California countryside falls asleep on stage in the middle of a Peter Pan play and does a Windows XP commercial. He solves algebraic equations at age six, drops out of an elite university to build a startup, and becomes a billionaire. The final scene is an IPO on a wave of fame and global recognition. This is not a fictional hero. This is Dylan Field, CEO and co-founder of Figma.

From Peter Pan to billionaire CEO: How Dylan Field led Figma to the biggest IPO of the year

91% of investment managers have used and plan to use artificial intelligence in their work, <a href="https://www.mercer.com/insights/investments/portfolio-strategies/ai-in-investment-management-survey/">cites</a> Mercer in its 2024 survey. AI is already analyzing data, identifying market trends and even forming portfolios. Ekaterina Smirnova found out what advantages and disadvantages an AI investor has.

Credit where credit is due: what investors can give AI credit for


NextEra Energy, Inc.

The Procter & Gamble Company

The Coca-Cola Company

The main index of the U.S. market, the S&amp;P 500, has been rising with little interruption since April this year. According to <a href="https://www.cnbc.com/2025/07/16/stock-market-today-live-updates.html">CNBC data</a> at the end of last week, &nbsp;it has already set at least nine records this year, while the Nasdaq Composite has set ten.

Flight of the "red" swan and volatile August: should investors prepare for a collapse?

In the early morning hours of June 13, Israeli Air Force fighter jets <a href="https://oninvest.com/article/glavnoe-za-nedelu-konflikt-izraila-i-irana-krusenie-dreamliner-kadry-dla-meta">attacked</a> Iran. The attack was prompted by reports that Tehran is close to developing nuclear weapons. Today is the sixth day of escalating conflict between the two countries. Military action in the Middle East traditionally causes oil prices to spike. This time was no exception - immediately after the news of the attack appeared, Brent quotes jumped by 13% and at one point exceeded $78.&nbsp;

Ekaterina Smirnova

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