A
@AshyCompounds
I never knew Michael Burry could take long positions?
8
8
4.3K
@StockSavvyShayposted on X
Michael Burry disclosed a new long position in $MSFT. https://t.co/LXmufBZ0o6
View original tweet on X →
Community Sentiment Analysis
Real-time analysis of public opinion and engagement
Sentiment Distribution
52% Engaged
20% Positive
32% Negative
Positive
20%
Negative
32%
Neutral
48%
Key Takeaways
What the community is saying — both sides
Supporting
1
“Good move,” “Smart buy,” “Let’s go”
signaling straightforward bullish approval of Burry’s MSFT stake.
2
endorsement of Copilot and AI upside
, arguing his buy implies confidence in AI-driven durable cash flows.
3
default integration into Office/Teams/Outlook/Excel
Copilot doesn’t have to be best, it just has to be the one built into the workflow.
4
momentum, narrative, and Copilot execution
must improve before the market re-rates the stock.
5
the immediate uptick in MSFT
and trading implications rather than long-term conviction.
6
“From The Big Short to Big Tech long”
suggesting Burry’s buy signals a broader change in how investors view software and AI.
Opposing
1
Transparency concern:
Many warn that with no more 13Fs it's harder to verify Burry's holdings and that relying on tweets is dubious — some even question whether his disclosures are legit if his firm isn't registered.
2
One-hit-wonder critique:
A common take is that he made a legendary 2008 trade and people now overinterpret every move as an economic signal.
3
Mockery over recent performance:
Several replies ridicule his recent shorts (PLTR, NVDA), calling them losses and using insults to suggest he’s been wrong lately.
4
Hypocrisy/manipulation accusation:
Critics point to him blasting software companies then buying MSFT and PYPL and ask whether that looks like market manipulation or inconsistent positioning.
5
Copycat/lemming behavior:
Some admit they’ll sell or follow his move blindly — others mock that herd mentality and call those traders “lemmings.”
6
Not applicable to regular investors:
A number of replies say his moves are a different game from monthly savers’ strategies and therefore not useful advice for most people.
7
Opportunistic short calls:
A few respondents urge shorting names they think are vulnerable (mentions of INTC, TSLA, requests to “short it please”), treating his moves as trading fodder.
8
Authenticity doubts:
Several replies bluntly call the account or claims “fake” and say they don’t care what this “Michael” does.
9
Surprise/confusion at longs:
Some are surprised he’s taking long positions (e.g., MSFT) given his short-heavy reputation and question how those choices fit with his previous public views.
Top Reactions
Most popular replies, ranked by engagement
E
@EzLiquidity
this guy made one legendary trade in 2008 and now everyone treats him as an economic signal
5
3
2.3K
A
@Alphainvest20
us Microsoft Copilot is going to be the biggest AI winner in the enterprise. Most people just haven’t seen it yet. Microsoft doesn’t need the best product. They’ve proven this three times. Teams was objectively worse than Slack for years. Slower, clunkier, less loved by engine
4
5
1.1K
D
@DrRayJK
Crap. Guess I am selling today.
4
4
1.1K
C
@CpGtxK6XtO88935
really long
3
2
30
G
@geejmasterflex
You know software’s cooked when burrys buying it
3
8
600
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