๐จMICHAEL BURRY IS DOUBLING DOWN ON HIS AI SHORTS
"Big Short" investor Michael Burry disclosed in his latest Substack post that he is adding to several of his biggest bearish bets.
Burry increased his short positions "in some size" in:
1. Micron
2. Nebius
3. SOXX
4. Palantir
Burry also pointed to comments from Acer CEO Jason Chen, who said memory chip inventories are building while Chinese suppliers are flooding the market with more supply.
Burry wrote,"Nevertheless, it aligns with what I believe to be true."
Burry also disclosed additional purchases of:
1. QXO
2. Build-A-Bear Workshop
3. Sprouts Farmers Market
4. Birkenstock
5. MercadoLibre