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Caught this again in the headlines—a certain high-profile short seller is betting against Nvidia and Palantir. But here's the thing that's bugging me: we've known about this positioning for months already. So why is it suddenly the headline story across major financial media now?
That's question one. Question two might be even more interesting: did he actually ride the entire Nvidia rally on the way up like some trading platforms' members seemed to? Or did he miss that whole run and come in later?
It feels like old news being recycled as fresh takes. Either way, the timing of these stories is worth paying attention to—especially when you're trying to figure out what the real market-moving positions actually are versus what's just noise for clicks.