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

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

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