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 ...
Michael Burry has set his sights on Oracle and Micron Technology with short positions, citing their excessive vulnerability ...
The Big Short investor revealed a new short position on Oracle after winding down an earlier position this week.
The investor issued warnings about Oracle and Nebius stocks, arguing that they have become attractive short targets.
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 ...
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 200% in 2026, as investors continue to pour money into companies ...
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.
Michael Burry called the 2008 housing collapse and became a legend, but his string of bearish bets against AI and the current ...