智通财经网·2025-10-31 07:54Group 1 - Michael Burry, known for shorting the U.S. real estate market, issued a subtle warning to retail investors about market exuberance, suggesting that sometimes staying out can be a winning strategy [1] - The AI hype has raised questions about financial stability, with a few tech companies seeing significant stock price increases, exemplified by Nvidia becoming the first company to surpass a $5 trillion market cap, accounting for nearly 10% of the S&P 500 index [1] - Burry's comments reflect a shift from his Scion Asset Management's Q2 holdings report, where the firm sold Nvidia put options and bought Meta call options [1] Group 2 - In the Q2 13F filings, Scion Asset Management's top buys included UnitedHealth Group (18.88% increase), Regeneron Pharmaceuticals (18.16%), Lululemon Athletica (16.43%), Meta Platforms (12.76%), and Estee Lauder (6.99%) [2] - The top sells included Nvidia put options (48.96% decrease), Alibaba Group put options (13.27%), PDD Holdings put options (11.88%), JD.com put options (8.26%), and Trip.com Group put options (6.38%) [2]