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Michael Burry revives bear case for AI chips amid GPU depreciation concerns
Michael Burry shorts Nvidia, Tesla, and semiconductor stocks, arguing hyperscalers are hiding $176 billion in GPU depreciation costs that could unravel AI
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electrek.co
Big Short's Michael Burry discloses new Tesla (TSLA) position
Michael Burry disclosed a new short position on Tesla (TSLA) at $416.22, part of a bearish basket targeting the AI and semiconductor bubble.
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benzinga.com
'Big Short' Investor Michael Burry Reveals Tesla, Nvidia Shorts, Says Chip Boom Is 'Beginning of the End'
Michael Burry is shorting Tesla, Nvidia, and others including Caterpillar and Applied Materials amid bearish outlook on Semiconductors.
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businessinsider.com
'Big Short' Michael Burry revealed fresh bets against Tesla, Nvidia, Caterpillar, and a chip index
Michael Burry of "The Big Short" revealed fresh bets against Tesla and chip stocks, and took a bearish position in Caterpillar for the first time.
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cryptobriefing.com
Michael Burry expands short bets on Tesla, Caterpillar, and Applied Materials
Michael Burry disclosed new short positions against Tesla, Caterpillar, Nvidia, Applied Materials, and SOXX, betting the AI-driven rally has pushed
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Michael Burry Hints His AI Bear Thesis Extends Beyond Tesla, Nvidia Shorts: 'There Is So Much More to Thi
Michael Burry hinted his AI bear thesis goes beyond recent shorts in Tesla, Nvidia and other companies disclosed earlier this week.
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Michael Burry revives bear case for AI chips amid GPU depreciation concerns
Michael Burry shorts Nvidia, Tesla, and semiconductor stocks, arguing hyperscalers are hiding $176 billion in GPU depreciation costs that could unravel AI
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fortune.com
Michael Burry just shorted Caterpillar's 172% AI rally. One analyst says his bet won't even matter | Fortune
The Big Short investor calls Caterpillar one of the market's most overvalued AI trades—but an analyst argues the rally reflects a real structural shift in data-center power…
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Michael Burry shorts Caterpillar amid 172% AI rally concerns
Michael Burry disclosed his first-ever short on Caterpillar at $1,060.98, calling its AI-driven 150% rally an unsustainable bubble alongside shorts on
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scmp.com
‘Big Short’ 2.0? US hedge fund manager warns of a global AI bubble
China’s AI stocks entered the second half of 2026 with improving earnings momentum, but scepticism about the sector is increasing.
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timesofindia.indiatimes.com
Unhappy with Wall Street's love for AI stocks, Michael Burry links it to big spending announced out of Korea; says: I see that as the…
America’s biggest investor, Michael Burry who is known for predicting the 2008 housing crash and expanded his bearish wagers against the AI stock rally. According to a report by…
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economictimes.indiatimes.com
AI bubble or boom? Why Warren Buffett called Big Short fame Michael Burry ‘Cassandra’
Legendary investor Warren Buffett once dubbed Michael Burry, famous for predicting the 2008 housing crisis, as 'Cassandra' for his accurate but initially ignored warnings. Now,…
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Michael Burry intensifies bearish bet against Micron stock, warns AI rally is nearing its end
Michael Burry shorts Micron at $1,051.87 per share and targets a 30%+ decline in semiconductor stocks, warning the AI rally mirrors the dot-com bubble.