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

The "Big Short" investor said all his short positions remain profitable except his bet against Nvidia stock

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qz.comStai leggendo7 g fa

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

The "Big Short" investor said all his short positions remain profitable except his bet against Nvidia stock

originale

benzinga.com

Timeline cronologica

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.
martedì 4 agosto 2026·cnbc.com
Michael Burry bets against rally: 'We are near a major top, and possible a 1987-type fall'
"I continue to believe it is possible we are near a major top, and possible a 1987-type fall," Burry said in a Tuesday Substack post.

7 g fa

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

Burry maintains shorts on Nvidia and Tesla, warning of a 1987-type market crash despite S&P record highs. For tech leaders, the risk signals potential correction in AI chip valuations driven by overleveraged momentum funds.

Leggi questa versione → originale

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.

Leggi questa versione → originale

cnbc.com8 g fa

Michael Burry bets against rally: 'We are near a major top, and possible a 1987-type fall'

"I continue to believe it is possible we are near a major top, and possible a 1987-type fall," Burry said in a Tuesday Substack post.

Leggi questa versione → originale

businessinsider.com8 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.

Leggi questa versione → originale

martedì 4 agosto 2026·

cryptobriefing.com

Michael Burry discloses major portfolio changes, exits Microsoft and Oracle

Michael Burry exits Microsoft longs and Oracle shorts while rolling Nvidia and QQQ puts into 2027, signaling deepening bearish bets on AI-linked

mercoledì 5 agosto 2026·

benzinga.com

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

Michael Burry warns of a 1987-style crash, keeps bearish bets on Nvidia, Tesla and AI stocks despite record S&P 500 highs.

mercoledì 5 agosto 2026·

qz.com

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

The "Big Short" investor said all his short positions remain profitable except his bet against Nvidia stock

mercoledì 5 agosto 2026·

benzinga.com

Michael Burry Pegs Palantir, Nvidia as 'Future Ghost Towns' - Palantir Technologies (NASDAQ:PLTR), NVIDIA

Michael Burry warns about overvalued stocks like Caterpillar, Palantir and Nvidia, citing shortages and inflated prices.

giovedì 6 agosto 2026·

cryptobriefing.com

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

Michael Burry opens short positions in Nebius and Oracle, arguing AI companies overstate earnings by understating GPU depreciation across the

venerdì 7 agosto 2026·

businessinsider.com

'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.