Austin Lieberman has opened a large, short-term bearish position in SQQQ (currently 43.29% of his portfolio), anticipating a 15% to 20% pullback in the QQQ over the next few weeks. This move is driven by concerns that high capital expenditures and debt for AI buildouts at companies like META and GOOGL will trigger a market correction. His portfolio also shows a 13.08% allocation to AMZN, though he is currently trimming general positions to manage risk.