Investment Strategy

Legendary Investor Michael Burry Warns of 1987-Style Crash, Shorts Nvidia [Core Summary] Michael Burry, the “Big Short” famous for accurately predicting the 2008 financial crisis, has issued his latest warning that current markets may face crash risks similar to 1987’s “Black Monday.” His Scion Asset Management has established a short position on Nvidia, drawing widespread market attention. This warning comes as US stock valuations sit at historic highs. Event Details According to Quartz reports, Burry stated in his latest investor letter that current market structures share multiple similarities with pre-1987 crash conditions: excessive algorithmic trading concentration, heightened market concentration risk, and overly optimistic investor sentiment. He noted that AI-related stocks, particularly Nvidia, have reached “irrational exuberance” valuations. ...

Core Summary Singapore’s sovereign wealth fund Temasek has officially announced its exit from cryptocurrency investments, shifting strategic focus to artificial intelligence. The mega-fund managing $400 billion in assets plans to expand its AI-related investment share from the current 6% to 15% by 2031, demonstrating strong confidence from traditional capital giants in the AI sector. Event Overview According to CoinDesk, Temasek’s move reflects differing judgments by global large institutional investors toward crypto and AI. Despite the crypto market’s significant recovery in 2024-2025, Temasek believes AI technology offers more certain long-term investment value. ...