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Steven Lubka raises questions about Michael Burry's recent trading moves, highlighting that Burry reportedly missed the significant rally in hyperscaler stocks and took a short position in semiconductor companies right before they experienced strong gains.
Lubka's comment references the timing of Burry's investment decisions relative to major market movements in the technology sector.
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Steven Lubka has previously commented on major market transactions, noting that Citadel’s acquisition of Leopold’s book introduced new bidding opportunities and renewed bullish sentiment. In another recent report, Lubka observed that PCE inflation slowed to below the U.S. Federal Reserve’s annual target. These observations provide context for his current focus on technology sector trading moves.