Michael Burry Doubles Alibaba Stake: 13F Filings

Michael Burry, known for 'The Big Short', has significantly increased his investments in Chinese tech companies like jd.com and Alibaba, making up 20% of his $50 billion portfolio. This move aligns with the China reopening narrative. Burry's strategy contrasts with the US tech market, where he holds only Zoom. The discussion highlights the potential for Chinese tech to outperform US tech.

What is the overall sentiment regarding US tech versus Chinese tech as discussed in the text?

What is the only US tech holding that the manager has?