Michael Burry has set his sights on Oracle and Micron Technology with short positions, citing their excessive vulnerability ...
Nebius Group (NBIS) recently posted one of the best quarters any AI cloud company has reported all year. Revenue more than ...
Michael Burry reveals new shorts in Oracle and Nebius, warning of rising leverage and off-balance-sheet risks in ...
The article frames Burry’s exit from Oracle as a shift after the risk-reward worsened, but the core concern remains: heavy AI ...
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 ...
Michael Burry boosts shorts on Nebius, Micron, Oracle & SOXX, warning of an AI/semis bubble and “backwardation” signals.
Michael Burry of "The Big Short" fame said on his Substack that he's shorting Oracle and Nebius, and several AI companies ...
The investor made famous by The Big Short is doubling down on his bets against some of the biggest names in AI.
Michael Burry reveals short positions against Oracle and Nebius, alleging that cloud companies are understating depreciation ...
Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than ...