Big Tech, AI Names Among 2Q Popular Positions

The transcript discusses recent investment strategies of Michael Burry, highlighting his shift from Chinese tech stocks to mining, shipping, and energy sectors, along with bearish bets on major indices. It also covers hedge funds' significant investments in tech stocks, with a focus on Meta, Microsoft, and Apple, while noting Intel as an outlier. Additionally, it details Berkshire Hathaway's portfolio changes, including new stakes in home builders and reduced positions in Activision Blizzard and Chevron.

Who is Michael Burry and what is he known for?

What significant changes did Michael Burry make to his hedge fund's holdings?

What were the key takeaways from the hedge fund filings analyzed by Bloomberg?

How did Berkshire Hathaway's investment strategy change recently?

What positions did Berkshire Hathaway reduce in the second quarter?