Michael Burry just bet a new big short against AI stocks.
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Michael Burry has just announced his latest bets against the AI market, betting against major AI stocks Micron (MU), Nebius (NBIS), Nvidia (NVDA), Oracle (ORCL), and Palantir (PLTR). But his biggest bet right now is against SOXX, a semiconductor ETF and a bet against QQQ, which tracks the NASDAQ tech index.
In this video, we break down his latest shorts, the data behind his trades, and the three reasons he may be shorting the AI market, especially AI hardware stocks. We analyze what Burry may be seeing in the “AI circular economy,” where companies like Nvidia, OpenAI, and Oracle are investing in each other, creating what some investors call “fake growth.” We also examine how record technology CapEx spending, slowing cloud revenue growth, and margin debt levels are making the AI space more unstable. And we also look at how this setup echos previous market crashes, and how this unsustainable spending could result in a larger market crash.
My name’s Kuran Francis, and in this video you’ll see what Burry’s options positions really mean, why timing makes shorting risky even for professionals, and how his trades compare to past calls that made him hundreds of millions during market collapses. The video also explores counterarguments from analysts, AI executives, and investors who believe today’s AI leaders like Nvidia and Google are fundamentally different from the dot-com era. Finally, we look at how everyday investors can manage exposure to AI-heavy markets through diversification and long-term positioning.
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This is why you don’t buy up bank loans because they are going to try and off-load this debt on to the market like they did in the lead up to 2008 with the sub-prime mortgages. Don’t get caught
Has begun aging like wine for burry
Watching this extremely sharp and in-depth analysis video truly brings a completely fresh perspective on the financial market! 📊🔥
It brilliantly unpacks the hidden financial data behind the AI wave and bold investment strategies. 💡✨
This is why China is ahead of US. While China heavily invest in new technologies like Car Battery Charging, Quantum and robotic delivery, American investors run away from, even short sell at any price. That is why China, Europe, India, Russia and Middle East will be ahead of the "Amish US" that hate to invest in the future 😂😂😂
参考になります
마이클버리는 망해야 한다
For someone who is always calling a crash. It’s weird he wouldn’t actually look into the metrics behind all crashes in history. MB, it won’t crash until after the emergency rate cut. We’re 9-12 months away. Go and have a child or something keep you busy silly bear.
the MIT report is from 2025, quite outdated in September 2026, the projects were at beggining, now the situation is different. The combination of fundamentals may be a bit misleading. But great video, thanks
why are they doing that, i wonder? are they trying to fake their statistics to scam investors?
He was way early before and is too early now. Yes this will end badly but it could take 5 years . Stuff may double by then. Next year or two you probably need to really balance even into bonds. Much easier than shorting the market. You can be right but too early will kill you on option premiums. Safer to diversify
Means it will happen in 2029🎉
Michael Burry war nie die hellste Kerze auf der Torte….🤣
And now the prices want govt regulation to kill off competition. Neeefarrrious.
How did his hedge fund petform ?
Less thsn average
AI bubble is real
The man who sleeps with a machete is a fool every night but one I guess lol.
Broken watch is right twice a day
Michael Burry has officially cemented his status as the biggest clown in stock market history, proving that catching one lucky break in 2008 doesn't make you a permanent prophet. While the broader market and tech giants have been ripping into a relentless bull run that keeps going up and up like we’ve never seen before, this guy has spent the last two years lighting millions of dollars of investor cash on fire by stubbornly fighting unstoppable momentum. Every single one of his high-profile trades has completely flipped and backfired on him in the most humiliating way possible—from shorting Palantir ($PLTR) into a historic all-time high past $178 after claiming it was worth under a dollar, to buying Lululemon ($LULU) and watch it plunge 57% as his biggest long position, to losing on Zoetis ($ZTS) at a brutal 52-week low near $70. He got so badly run over by Nvidia ($NVDA) and the S&P 500 that he literally had to shut down his fund just to hide the bleeding from the public. The ultimate irony is that an average, patient everyday investor who simply bought a basic index fund and did absolutely nothing completely annihilated his returns, proving that no matter how many cryptic tweets you post, you can't short the future and win. 🤡
paypal and lululemon😂