Shaky sentiment: Big Short trader’s bearish AI bets test China’s stock support

Michael Burry increases short position against Nvidia, expanding bearish bets across semiconductor sector

Michael Burry expanded short positions on Nvidia and semiconductors, betting hyperscalers (roughly 50% of Nvidia's data-center revenue) are extending chip depreciation schedules beyond economic reality. Write-downs or order cuts to align accounting with actual technology lifespan could force margin pressure and valuations downward.