BIDU
Baidu, Inc.
stock NASDAQ ADR

Nope. You’re 100% right. Other than about a dozen international companies, the US S&P and in particular Technology, is THE place to invest. I own Spotify, ASML, NVO, BABA, BIDU, KWEB and a few other great international companies but in general, the US will continue to grow EPS at a far greater rate than others, especially with the focus on AI and the strategy shift in DC toward American growth. Big time bullish on US for the foreseeable future.

How long was he invested in BABA and BIDU? Two dog stocks. When do we start caring what this moron is doing?

Burry — who rose to fame after being featured in the Michael Lewis book “The Big Short” and its subsequent Hollywood film — has opened a big bet against shares of Nvidia Corp. [$NVDA](https://stocktwits.com/symbol/NVDA) using puts, the filing showed.

His firm also bought bearish puts on shares of Chinese stocks which he had previously owned outright, including Alibaba Group Holding Ltd.
[$BABA](https://stocktwits.com/symbol/BABA) [$BIDU](https://stocktwits.com/symbol/BIDU) and [JD.com](http://JD.com) Inc. [$JD](https://stocktwits.com/symbol/JD)

In Q1 2025, Michael not only sold all of his positions except for $EL, he even bought lots of PUT options on $NVDA, $PDD, $JD, $BIDU, and $TCOM 😳
What does Burry know that we don't know?

Nope. You’re 100% right. Other than about a dozen international companies, the US S&P and in particular Technology, is THE place to invest. I own Spotify, ASML, NVO, BABA, BIDU, KWEB and a few other great international companies but in general, the US will continue to grow EPS at a far greater rate than others, especially with the focus on AI and the strategy shift in DC toward American growth. Big time bullish on US for the foreseeable future.

How long was he invested in BABA and BIDU? Two dog stocks. When do we start caring what this moron is doing?

Burry — who rose to fame after being featured in the Michael Lewis book “The Big Short” and its subsequent Hollywood film — has opened a big bet against shares of Nvidia Corp. [$NVDA](https://stocktwits.com/symbol/NVDA) using puts, the filing showed.

His firm also bought bearish puts on shares of Chinese stocks which he had previously owned outright, including Alibaba Group Holding Ltd.
[$BABA](https://stocktwits.com/symbol/BABA) [$BIDU](https://stocktwits.com/symbol/BIDU) and [JD.com](http://JD.com) Inc. [$JD](https://stocktwits.com/symbol/JD)

In Q1 2025, Michael not only sold all of his positions except for $EL, he even bought lots of PUT options on $NVDA, $PDD, $JD, $BIDU, and $TCOM 😳
What does Burry know that we don't know?

Thoughts on this aggressive pivot?
https://www.marketwatch.com/story/michael-burrys-scion-bets-against-nvidia-turns-bearish-on-chinese-stocks-440f3d02
> Michael Burry’s Scion Asset Management made some major changes to its portfolio during the first quarter, according to a filing with the Securities and Exchange Commission released on Thursday.

> Burry — who rose to fame after being featured in the Michael Lewis book “The Big Short” and its subsequent Hollywood film — has opened a big bet against shares of Nvidia Corp. NVDA -0.38% using puts, the filing showed.

> His firm also bought bearish puts on shares of Chinese stocks which he had previously owned outright, including Alibaba Group Holding Ltd. By BABA -7.57%, Baidu Inc. BIDU -3.58% and JD.com Inc. JD -3.86%.

> The only long position remaining in Burry’s portfolio, according to the filing, was a bet on shares of Estee Lauder Cos. Inc. EL -0.69%.

> The SEC requires all institutional investment managers that hold over $100 million in certain securities to disclose their positions via quarterly filings known as 13-Fs.

WOLF, BIDU