He bought Nvidia astatine $101, rode the AI question to coagulated gains, and past dumped everything.
In a station connected the Stocks subreddit, a 25-year-old capitalist said helium sold his full portfolio—including apical performers similar Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), and Alphabet (NASDAQ:GOOG, GOOGL)) —because he's convinced the marketplace is sitting connected a ticking clip bomb.
"I person SOLD IT ALL due to the fact that I fearfulness that it mightiness clang due to the fact that of each the uncertainty and overvaluation," helium wrote. Despite gaining astir 12% this year, helium said the hazard felt excessively precocious to enactment invested.
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He blamed inflation, tariffs, unemployment—and 1 sanction successful particular: Michael Burry.
"Also what Michael Burry did frightened maine truthful I benignant of followed his lead. Sold, but didn't short."
Burry, the hedge money manager who roseate to fame aft predicting the 2008 lodging collapse, posted a informing connected X successful precocious October:
"Sometimes, we spot bubbles. Sometimes, determination is thing to bash astir it. Sometimes, the lone winning determination is not to play."
He didn't notation circumstantial stocks, but SEC filings showed precisely wherever his bets were placed. His firm, Scion Asset Management, disclosed monolithic put-option positions against large AI stocks—roughly $186 cardinal successful puts connected Nvidia and implicit $900 cardinal connected Palantir (NASDAQ:PLTR) . That signaled to many, including this investor, that Burry sees superior downside ahead.
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In response, the Reddit idiosyncratic said helium liquidated everything, including longtime holdings similar Johnson & Johnson (NYSE:JNJ), Realty Income (NYSE:O), and respective European stocks. He's present sitting connected cash, waiting for a clang that whitethorn oregon whitethorn not come.
"If we don't scope April lows again," helium said, "maybe I conscionable enactment my wealth successful a high-yield relationship oregon bonds oregon something."
The responses were accelerated and blunt.
"This is the explanation of panic selling," 1 idiosyncratic said.
"Bro, you're 25. Market dipped a bit—you volition beryllium fine. It's not a crash," different added.
Others emphasized semipermanent thinking. "You've got capable clip to thrust retired 5 bubbles," 1 idiosyncratic wrote. "At 25, I'd beryllium holding agelong term. If you're readying to discontinue successful your 60s, past small dips and corrections won't matter."

4 days ago
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