但另一方面，他大举押注AI热潮将会退潮，做空Micron、Oracle、Palunteer和Nvidia等芯片与AI类股票，他做空股票的总押注现已超过其投资组合的21%。
But on the other side, he's betting big against the AI boom, shorting Chip and AI names like Micron, Oracle, Palunteer, and Nvidia, with his total bets against stocks now topping 21% of his portfolio.
最后，所有押注中最奇怪的一个：Nvidia。因为Bur不知怎么地在同一时间两头下注。他一边做空Nvidia，一边又持有Nvidia的看涨期权。这到底怎么说得通？就在Nvidia财报发布前，他买了一些看涨期权。
基本上，这是一个押注股价上涨的小仓位，但他干脆把它们称为对冲，就像保险一样。然后，不到一天后，他卖掉了一半，说它们已经完成了任务。他长期依然看空，但承认短期内几乎没有东西能阻挡股价进一步上涨。
And finally, the strangest bet of them all, Nvidia. Because Bur is somehow betting both ways at the exact same time. He is short Nvidia while also owning Nvidia call options. How on earth does that make sense?
Well, right before Nvidia's earnings, he bought some call options. Basically, a small bet the stock will go up, but he flat out called them a hedge like insurance. Then, less than a day later, he sold half of them, saying they' done their job.
He stays bearish for the long run, but admitted that there was little standing in the way of further stock appreciation in the short term.