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Search results for first quarter

AI & Enterprise

Big Short\'s Michael Burry resumes Tesla short, targets Nvidia and semiconductor ETF

Investor Michael Burry, known as the real-life figure behind the film \'The Big Short\', disclosed a new short position in Tesla at $416.22 as part of a broader wager against what he called overheating in AI and semiconductors. He also listed shorts in Caterpillar, Nvidia, iShares Semiconductor ETF and Applied Materials. He did not disclose the size or structure of the Tesla position. Burry argued semiconductor valuations are at an extreme level.

Finance

South Korea stock market outlook for second half focuses on overlooked stocks amid semiconductor concentration

South Korea\'s stock market is expected to remain led by semiconductor bellwethers Samsung Electronics and SK Hynix in the second half, with investors watching whether flows broaden to non-chip sectors and the Kosdaq. Brokerages raised KOSPI target ranges on expectations of improved chip earnings and an ongoing AI investment cycle. Still, analysts cite interest rates, the dollar and concentration risks as key variables, while regulatory changes could weigh on Kosdaq sentiment in the short term.

Crypto

Can cryptocurrencies and traditional finance converge? Glassnode analysis report

Crypto analytics firm Glassnode released a report on June 29 assessing whether digital assets and traditional finance can converge, CoinPost reported. Glassnode said on-chain signals show a clear rotation of bitcoin holders since the second half of 2025, with long-term holders selling into rising prices and supply shifting to new participants at a record scale. It said funds remain on standby, while private banks face operational challenges despite a potential structural opportunity.