Micheal Burry just went all in on Estee Lauder $EL. He didn’t just trim his longs. He loaded up on PUTS.

Micheal Burry just went all in on Estee Lauder $EL…

Excuse me what??? 😅 pic.twitter.com/ZJgPp7PnQV

— Just a Dude Who Invests (@DudeWhoInvests) May 15, 2025

BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder, $EL. pic.twitter.com/8aQnE3F8Fs

— The Kobeissi Letter (@KobeissiLetter) May 15, 2025

Michael Burry didn’t just trim his longs.
He loaded up on PUTS.

He’s betting against:

• $NVDA (900k shares)
• $BABA, $PDD, $JD, $BIDU (China)
• $TCOM

Nearly 50% of his portfolio is a short on $NVDA alone.

The Big Bear is back🐻 https://t.co/dMxWgSOpWU pic.twitter.com/Z8sc3F079E

— Michael Burry Stock Tracker ♟ (@burrytracker) May 15, 2025