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'Big Short' investor Michael Burry nailed his bet against AI chip stocks

Michael Burry of "The Big Short" fame said he bet against the iShares Semiconductor ETF, which tumbled 21% in July.

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businessinsider.comStai leggendo8 g fa

'Big Short' investor Michael Burry nailed his bet against AI chip stocks

Burry shorted chip ETF SOXX at $643; fell 21% to $505 in a month as he doubled down citing extreme overvaluation (P/S >16). The bet signals AI infrastructure bubble—hyperscalers overspending on chips risking obsolescence, threatening capex ROI narratives.

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cryptobriefing.com6 g fa

Michael Burry opens short positions in Nebius and Oracle, betting against AI infrastructure boom

Burry shorts Oracle and Nebius, citing GPU depreciation understatement that overstates 2028 earnings by ~27% amid $176B AI capex. Tech leaders must audit how cloud vendors depreciate GPUs—3 vs 5-year schedules significantly impact AI infrastructure valuations and budget decisions.

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domenica 2 agosto 2026·cryptobriefing.com
Wall Street's favorite bet falters as chip stocks whipsaw the market
Chip stocks shed $1.3 trillion in value as the AI trade unravels. 82% of fund managers called semiconductors the most crowded trade. Bitcoin
martedì 4 agosto 2026·businessinsider.com
'Big Short' investor Michael Burry nailed his bet against AI chip stocks
Michael Burry of "The Big Short" fame said he bet against the iShares Semiconductor ETF, which tumbled 21% in July.

'Big Short' investor Michael Burry nailed his bet against AI chip stocks

Confronto fonti

'Big Short' investor Michael Burry nailed his bet against AI chip stocks

Michael Burry opens short positions in Nebius and Oracle, betting against AI infrastructure boom

Timeline cronologica

Wall Street's favorite bet falters as chip stocks whipsaw the market

'Big Short' investor Michael Burry nailed his bet against AI chip stocks

'The Big Short' Investor Michael Burry Holds His Ground on Nvidia, Tesla and Other Shorts— Warns Of 1987-

Michael Burry warns of 1987-style crash, holds Nvidia shorts

Michael Burry discloses major portfolio changes, exits Microsoft and Oracle

'The Big Short' Investor Michael Burry Holds His Ground on Nvidia, Tesla and Other Shorts— Warns Of 1987-

Michael Burry warns of 1987-style crash, holds Nvidia shorts

Michael Burry opens short positions in Nebius and Oracle, betting against AI infrastructure boom