Tesla, Inc.

Michael Burry, who predicted the 2008 mortgage crisis, criticizes Elon Musk's company for eroding shareholder value.

An investor from The Big Short stated that he is not shorting Tesla, which he considers "ridiculously overvalued." 


Molina Healthcare, Inc.

Shares of mid-cap insurer Molina Healthcare rose more than 4% in trading on Tuesday, December 30, after investor Michael Burry, whom the main character in&nbsp;<i>The Big Short</i>&nbsp;was based on, called the company a “diamond in the rough” and a potential takeover target. He compared Molina with GEICO, the insurer that became one of Warren Buffett’s most successful investments, and said if he were "sitting on enough billions," he would acquire Molina outright.

Michael Burry calls insurer Molina Healthcare a 'generational buy'

Alphabet Inc.

UnitedHealth Group Incorporated

NIKE, Inc.

Intel Corporation

Amazon.com, Inc.

Meta Platforms, Inc.

The market likes to follow the actions of legendary investors, trying to understand their logic. And 2025 provided rich food for analysis: gurus' strategies ranged from unexpected technology bets to admitting multimillion-dollar mistakes. Warren Buffett surprised with his purchase of Google, Michael Burry with his return to the mortgage sector he once shorted. We've collected six notable cases of the year, from David Tepper's perfect timing to Stanley Druckenmiller's work on mistakes.

Alphabet, Nike and gold: the most notable investment guru deals in 2025

GameStop Corp.

In a new memo, an investor tells the story of his investment in GameStop, explaining the mechanics of meme promotions

Anatomy of a "meme rally": Michael Burry on how the market is painting itself into a corner

NVIDIA Corporation

Palantir Technologies Inc.

Cisco Systems, Inc.

Legendary investor Michael Burry, who predicted the 2008 mortgage crisis and was the hero of the book and movie "The Downgrade," <a href="https://oninvest.com/article/rynok-zdet-neskol-ko-trudnyh-let-glavnoe-iz-interv-u-b-urri-avtoru-the-big-short">says</a> there is a bubble in the market that is "eerily" reminiscent of the dot-com bubble. In his recent posts on social networks X and SubStack, he predicts that the current leaders of the AI race will repeat the fate of the investor favorites of the 1990s, whose fame faded after the collapse of the bubble. Oninvest looked at three of his key analogies to see what lessons Burry believes history has in store for today's investors.

Lessons from history: will Nvidia, Palantir and OpenAI repeat the fate of the stars of the dot-com bubble?

An investor in "The Downgrade Game" said he wouldn't be surprised if Berkshire Hathaway opened large positions in those companies

Cult shortseller Burry disclosed stakes in mortgage giants Fannie Mae and Freddie Mac 

Apple Inc.

Netflix, Inc.

Warner Bros. Discovery, Inc.

Michael Burry continues to criticize Big Tech, now for hidden costs and diluting shareholder capital. Samsung has shown technology leadership by releasing an experimental TriFold before the debut of the foldable iPhone, and OpenAI has introduced a "code red" mode to urgently improve ChatGPT. Meta, meanwhile, is preparing for major layoffs. The main events from December 1 to December 5 are in our review.

Highlights of the week: Burry vs. Big Tech, OpenAI improves ChatGPT, cuts at Meta

The legendary investor, in an interview with the author of the book that made Burry famous, explains the logic behind his investment decisions and gives a pessimistic outlook

"The market is in for a tough few years": highlights from Burry's interview with The Big Short author

Investor warns that companies giving away their own shares to employees directly harms shareholders

Burry criticizes companies for being generous to employees. Tesla and Palantir are under his attack

Novo Nordisk A/S

Meta discusses a multi-billion dollar deal to buy Google processors, which increases competition for Nvidia and provokes volatility in its shares. Apple, on the back of a strong iPhone 17 launch and a new round of upgrades, could overtake Samsung to become the global smartphone market leader for the first time in 14 years. Fintech giant Revolut cemented its status as Europe's most expensive startup. The main events of November 24-28 are in our review<b>. </b>

Highlights of the week: Apple rushes to the top, Google, Meta and Burry challenge Nvidia

Shift4 Payments, Inc.

lululemon athletica inc.

Companies with market capitalizations between $2 billion and $12 billion are the most "fertile field" for investment, according to Burry

"Downgrade Game" investor Michael Burry named four stocks to invest in

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?