According to Michael Burry Stock Tracker, 'The Big Short' investor Michael Burry has updated his positions, adding to several short bets and a couple of longs. The tracker reports that Burry added to his short position in Nebius (NBIS) at $247, in Micron (MU) at $924, in Oracle (ORCL) at $152, and in the semiconductor ETF (SOXX). On the long side, he increased his holdings in Mercado Libre (MELI) at $1,850 and Zoetis (ZTS) at $73.60. Burry was quoted as saying 「Nebius is what the top of a boom looks like.」 He also said he expects the AI boom to end in a crash. The positions were disclosed via a market tracker that monitors Burry's investments. The update shows a clear bearish tilt towards AI-related stocks, while maintaining selected long positions. Burry's latest portfolio actions reflect his stated expectation of an imminent downturn in the AI sector. The update was shared by the tracking service.
Michael Burry, the investor dubbed 「The Big Short」, has added to an array of short positions, according to Michael Burry Stock Tracker, a service that monitors his holdings.
The tracker shows Burry increased his short in Nebius (NBIS) at $247 per share. He also added to his short in Micron (MU) at $924, and expanded his short against Oracle (ORCL) at $152. In addition, he added to a short position in the semiconductor ETF (SOXX).
On the long side, Burry raised his stake in Mercado Libre (MELI) at $1,850 and increased his holding in Zoetis (ZTS) at $73.60.
Burry was quoted as saying: 「Nebius is what the top of a boom looks like.」 He added that he expects an AI crash is coming.
The latest positioning shows Burry is leaning heavily against the AI trade, a view he expressed by identifying Nebius as a sign of froth.
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