Michael Burry says he's shorting AI stars Oracle and Nebius
By
Theron Mohamed
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'Big Short' investor Michael Burry bets against AI stars Oracle, Nebius
Michael Burry of "The Big Short" fame said on his Substack that he's shorting Oracle and Nebius, and several AI companies look vulnerable to him.
TL;DRAI
Burry shorts Oracle ($145) and Nebius ($212) over excessive AI data-center debt. Signals margin squeeze risk: tech leaders should reassess aggressive AI capex bets as infrastructure commoditizes and debt service pressures mount.
1,021 words~5 min read
