Why Michael Burry Just Took a New Position in Deckers Outdoor Stock Michael Burry swapped LULU, giving Deckers a spot in his portfolio. Here’s what’s behind the swap. Barchart · 13h ago
Will US stock market face a major shift? Michael Burry warns of 270 days and Ray Dalio says AI bubble is near bursting - what investors need to know U.S. stocks fell after the S&P 500 and Nasdaq hit fresh highs. Michael Burry pointed to a six-to-nine-month “denial” phase, while Ray Dalio called the AI boom a “classic bubble” nearing a possible breaking point. Here’s what their warnings mean and what investors need to know. The Economic Times · 16h ago
Michael Burry Sees a Government-Backed AI Boom. A Memory-Style Rally Could Be Around the Corner. Michael Burry sees government support behind AI, but SOXX's future still depends on demand, not policy. Barchart · 21h ago
'If OpenAI Fails, We'll Have a Massive Correction': Steve Eisman Says Michael Burry Is Focusing on the Wrong AI Risk Steve Eisman says OpenAI and Anthropic are the AI boom's potential Achilles' heel, challenging Michael Burry's focus on chip depreciation as the bigger risk. International Business Times UK · Oct 6
AMD and Micron Eye $2 Trillion Club: Top Analyst Sees AI Powering the Next Chip Giants Continued Rise Melius Research analyst Ben Reitzes laid out separate paths for AMD and Micron to double their valuations after both companies crossed the $1 trillion threshold in 2026. International Business Times · Oct 1
Here’s What Michael Burry Sees in His Palantir Short That Others Don’t Michael Burry has added to his Palantir short over accounting concerns, but strong growth and cash flow give bulls plenty to push back with. Barchart · Oct 1
Big Short's Michael Burry Hopes Markets Crash to Stop 'Skynet IPO' for Humanity's Benefit Michael Burry calls for a market crash to halt the OpenAI and Anthropic IPOs, as Donald Trump backs voluntary AI self-regulation amid safety concerns. International Business Times UK · Sep 30
Big Short's Michael Burry Switches His AI Trade as He Positions for a Bubble That 'May Burst' Sooner Michael Burry shifts AI shorts into 2027 puts after new research moves his timeline forward and warns the bubble may burst sooner International Business Times UK · Sep 29
AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointment Michael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst. Citing research that weak AI revenue could trigger spending cuts, Burry compares current conditions with 1987 and the dotcom crash, while warning that excessive valuations and AI investment create… The Economic Times · Sep 29
'Big Short' investor Michael Burry hates the AI trade, but the bear is bullish on these stocks Michael Burry has taken full positions in five beaten-down stocks: QXO, Sprouts Farmers Market, Build-A-Bear, Birkenstock and MercadoLibre, citing attractive valuations. The investor remains bearish on AI-driven market exuberance, warning about stretched valuations, rising AI debt and potential market risks, while drawing parallels with previous periods of excessive optimism. The Economic Times · Sep 28
Trump cannot afford to let AI boom fail: 'Big Short' investor Michael Burry explains why Michael Burry, the investor known as the “Big Short” investor, said the Trump administration cannot afford to let the AI boom falter as AI infrastructure has become a key support for the US economy. Burry, who has warned of excessive AI optimism, questioned how Washington could prevent a potential downturn. The Economic Times · Sep 28
Michael Burry Added Shorts as the Nasdaq-100 Hit a Record High. Here's Why. The investor made famous by his bet against the U.S. housing market before the 2007-2009 financial crisis said this week that he has increased short positions in numerous companies. International Business Times · Sep 24
Why Michael Burry Is Bullish on Build-A-Bear Workshop Stock Michael Burry’s continued buying of Build-A-Bear’s shares despite its sharp selloff highlights his contrarian conviction in the company’s recovery. Barchart · Sep 24
Is Palantir Worth $250 or $1? Bulls and Burry Arrive at Opposite Conclusions UBS and DA Davidson raised Palantir price targets to $250 on AI sovereignty optimism, while short seller Michael Burry has increased his bet against PLTR, citing valuation and receivables concerns. MarketBeat · Sep 24
The Economic Times · Sep 23 'The Big Short' fame Michael Burry bets on copper. Is red metal heading for a hot rally? ‘The Big Short’ fame Michael Burry has disclosed a long position in copper producer Ero Copper, as supply constraints, falling inventories and limited discoveries fuel expectations of further gains in the red metal.
Newslaundry · Sep 21 The men building AI want us to fear it. We should – but not for the reasons they give Is AI going to run wild and kill us all – or are the concerns lately voiced by the bosses of the AI titans just some kind of convenient business ploy on their part? Those bosses include Dario Amodei of Anthropic, which owns Claude; his rival Sam Altman of OpenAI,…
International Business Times UK · Sep 20 Michael Burry Revives Greenland Missile Warning After Trump Announces 'Permanent' US Security Control Michael Burry revived his Greenland missile analysis after Trump announced a permanent US security arrangement, with key terms still unpublished
Barchart · Sep 20 Nebius’s Price Hike Suggests Michael Burry Made a Mistake and Is Shorting the Best Neocloud Stock After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point.
Barchart · Sep 18 Michael Burry Says OpenAI and Anthropic’s AI Slowdown Push Is ‘Self-Serving.’ Who’s Right? Michael Burry argues that OpenAI and Anthropic’s push to slow AI development is “self-serving,” but a closer look suggests the debate is more nuanced than his criticism implies.
Barchart · Sep 17 Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike Nvidia, OpenAI, and Oracle are locked in a $745 billion circular financing loop. The Fed's first rate hike since 2023 could be what finally puts it to the test.
The Economic Times · Sep 17 Michael Burry has a new short-selling partner. Who is Lakshmi Ganapathi? Michael Burry has joined Minerva Investment Management as a senior adviser, partnering with Unicus founder Lakshmi Ganapathi to launch a short-biased investment fund. Ganapathi, who founded Unicus Research in 2020, has built a career in short-selling and investment research. Burry’s latest move comes amid his renewed warnings over AI-driven market…
International Business Times UK · Sep 15 'Most Published Science Is Fake,' Says Michael Burry After Accusing OpenAI of Hyping AI Fears Michael Burry cites John Ioannidis's research essay while accusing OpenAI and Anthropic of using AI fears to build hype ahead of possible IPOs.
International Business Times UK · Sep 14 Michael Burry Blasts OpenAI and Anthropic Chiefs Over Doomsday Talk, Exposes the Big Game Behind It Dario Amodei and Sam Altman cite AI safety risks, while Burry argues doomsday warnings could also serve competitive and IPO interests.
The Economic Times · Sep 14 Will Wall Street crash today? Nasdaq futures tumble nearly 2% as AI stocks plunge Nasdaq futures fell as OpenAI and Anthropic leaders urged slower AI development for safety. Investor Michael Burry criticized these warnings, labeling them self-serving hype intended to maintain incumbent dominance, causing market anxiety regarding AI and chip stock valuations.
Barchart · Sep 13 3 Stocks to Bet Against If You Want to Invest Like Michael Burry Michael Burry’s bearish positioning in these three names offers investors an opportunity to examine the risks behind some of the market’s closely watched AI stocks.