“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions ...

Michael Burry reveals new shorts in Oracle and Nebius, warning of rising leverage and off-balance-sheet risks in ...

Michael Burry of "The Big Short" fame said on his Substack that he's shorting Oracle and Nebius, and several AI companies ...

Michael Burry has set his sights on Oracle and Micron Technology with short positions, citing their excessive vulnerability ...

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

Burry focused particular attention on Nebius, questioning the pricing of short-term AI computing capacity. He cited the company's comments that some shorter-duration contracts could carry rates of $40 ...

Michael Burry reveals short positions against Oracle and Nebius, alleging that cloud companies are understating depreciation ...

The article frames Burry’s exit from Oracle as a shift after the risk-reward worsened, but the core concern remains: heavy AI ...

Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his portfolio ...

The Big Short investor revealed a new short position on Oracle after winding down an earlier position this week.

Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.

The investor made famous by The Big Short is doubling down on his bets against some of the biggest names in AI.