Burry's short position on the neocloud company has intensified some investors' concerns about its future.
“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions ...
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.
Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the ...
Michael Burry boosts shorts on Nebius, Micron, Oracle & SOXX, warning of an AI/semis bubble and “backwardation” signals.
Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies ...
Nebius NBIS trades at $248.43 after a 454% revenue quarter. Our $390 bull vs $130 bear bracket, and why Michael Burry's short is an accounting argument.
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Michael Burry Is Short Nebius and Palantir. Both Are Now Soaring and His Short Thesis Looks Broken.
Shares of Nebius Group (NASDAQ:NBIS) surged Wednesday afternoon, up 34% to $259.20 following a blowout second-quarter report. The move puts one of Michael Burry‘s disclosed shorts squarely on the ...
15hOpinion
Michael Burry Says the AI Buildout Is Repeating 2008: ‘The Shenanigans Are Apparent Today’
Michael Burry issued a fresh warning Friday that the AI data center boom mirrors the structural excesses that preceded 2008, ...
The company has signed multiyear contracts with Meta and Reflection AI and has a deepening investment relationship with Nvidia, according to the company. Nebius has projected capital expenditures of ...
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