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ILF: Latin America Large-Caps Resistant To AI-Valuation Jitters
Seeking Alphaยท2025-11-06 18:16

Core Insights - Michael Burry of Scion Asset Management has made a bet against AI stocks like Nvidia and Palantir, raising concerns about the valuation of technology stocks [1] Group 1: Investment Strategies - The article discusses the author's investment journey, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds [1] - The author has recently combined long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] Group 2: Market Focus - There is a renewed focus on the valuation of technology stocks due to Burry's actions, particularly in the context of AI-related companies [1]