The famed short-seller bet against the AI cloud company six days before it reported. The quarter answered some of his concerns -- but left the biggest one standing.

Burry's short position on the neocloud company has intensified some investors' concerns about its future.

Michael Burry boosts shorts on Nebius, Micron, Oracle & SOXX, warning of an AI/semis bubble and “backwardation” signals.

Nebius reported an exceptional quarter by almost every conventional growth metric. Group revenue increased 454% YoY and 46% QoQ, to $582 million, Nebius AI cloud revenue increased 514% to $575 million ...

Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.

Fibonacci Retracements Explained: How to Spot Key Reversal Levels in 2026 Michael Burry shorts AI buyers, arguing Nvidia gets paid today while customers carry tomorrow’s infrastructure risk. Microsoft ...

Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains ...

Burry raised concerns about the company's execution risks, long-term lease commitments, and questions regarding customer demand durability. The disclosure comes as Nebius has been expanding its AI ...