深潮TechFlow|Sep 29, 2026 01:34
["Big Short" Michael Burry Says AI Bubble May Burst Faster and Adjusts Multiple Positions]
Deep Tide TechFlow reports that on September 29, according to Michael Burry Stock Tracker, the "Big Short" prototype Michael Burry stated on his Substack platform that weekend research led him to believe the bubble in the artificial intelligence sector may burst faster. He disclosed his latest position adjustments:
Closed short positions: including Micron ($MU), Nebius (NBIS), Caterpillar (CAT), Semiconductor ETF (SOXX), Nvidia (NVDA), Oracle (ORCL), and CoreWeave (CRWV) short positions.
New short positions: opened a short position in MetLife (MET).
Increased and adjusted long positions: expanded holdings in Palantir ($PLTR), shifted QQQ positions to larger Nasdaq ($NDX) positions, and increased holdings in Sprouts Farmers Market ($SFM) and QXO ($QXO).
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