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Michael Burry expressed bearish sentiment on AI infrastructure stock Nebius, warning that the AI compute boom rests on unsustainable pricing assumptions. He highlighted inverted contract pricing and …
Michael Burry maintains bearish Nvidia and Palantir puts, increases Micron short, and boosts QQQ puts amid AI bubble concerns. However, analysts like BofA's Arya remain structurally bullish on Nvidia…
Michael Burry doubled down on his Micron short and rolled QQQ puts to June 2027, betting on a market downturn, while closing his Tesla short for profit and retaining NVIDIA and Palantir puts.
Michael Burry closed his Tesla short position after booking gains, while raising cash and doubling down on bearish bets elsewhere like Micron and QQQ puts, signaling reduced pessimism on Tesla specif…
Article highlights Bill Ackman's bet on S&P Global and Michael Burry's Adobe investment, both viewed as undervalued due to overblown AI disruption fears. Nvidia is mentioned only as context for slowi…
Michael Burry warns of a possible 1987-style crash amid record Dow highs and low VIX, citing AI-capex skepticism. He remains short NVDA, MU, PLTR, TSLA, and semiconductor ETFs, flagging rising Nvidia…
Semiconductor stocks rally, squeezing Michael Burry's bearish AI put positions on Nvidia and Palantir. Despite his 1987-crash warning, analysts question if his bearish timing is premature given conti…
Michael Burry disclosed short positions in Nebius and Oracle, citing concerns over heavy debt and capital spending outpacing profitability. While AI demand is strong, Burry targets companies reliant …
Michael Burry signals AI bubble concerns as Magnificent Seven valuations diverge—Nvidia, Microsoft, Amazon, Alphabet, Meta fall below 10-year average valuations while Apple's restrained AI spending m…
Michael Burry warns of a possible 1987-style market crash driven by AI-fueled leverage. He claims profits shorting PLTR, TSLA, and others, though his NVDA short remains unproven and unverified.
Michael Burry maintains bearish AI bets on Nvidia, Tesla, Palantir, warning of a possible 1987-style crash. Steve Eisman disagrees on timing, citing strong data, but flags an LLM price war as his bub…
Michael Burry maintains bearish bets on Nvidia, Tesla, Micron, Caterpillar, Palantir and Applied Materials, warning of leverage-driven crash risk akin to 1987, even as S&P 500 and Nasdaq hit new high…
Michael Burry disclosed bearish bets against Nvidia, Micron, Palantir, Tesla and semiconductor ETFs, warning of a potential 1987-style crash despite record market highs, citing low volatility and mom…
Michael Burry reiterated crash warnings, comparing current markets to 1987, despite S&P 500 and Nasdaq hitting record highs. He maintains short positions on Nvidia, Tesla, and other AI-linked stocks,…
Michael Burry's bearish bets on Tesla, Caterpillar, and semiconductors are paying off amid July's AI-trade pullback, though his Nvidia short remains a loser as the chipmaker's sales keep climbing des…
Michael Burry increased his stake in JD.com, citing undervalued Hong Kong equities amid AI-driven market rotation. JD.com shows improving fundamentals, strong logistics growth, and attractive valuati…
Michael Burry favors undervalued Hong Kong tech stocks (JD, BABA, Tencent) over pricey AI hardware, signaling a possible rotation away from semiconductor names amid Chinese tech's AI investments and …
Investor Michael Burry bets against Nvidia, citing overvaluation and alleged accounting issues, predicting a 37% drop by 2027 amid AI bubble concerns. Nvidia denies the claims while the stock remains…