"The Big Short" Michael Burry Says AI Bubble May Burst Faster, Adjusts Multiple Positions

"The Big Short" inspiration Michael Burry said on his Substack platform that weekend research led him to believe the AI bubble may accelerate its burst.

He disclosed his latest position adjustments: Closed short positions: including shorts on Micron ($MU), Nebius ($NBIS), Caterpillar ($CAT), semiconductor ETF ($SOXX), Nvidia ($NVDA), Oracle ($ORCL), and CoreWeave ($CRWV); Opened new short positions: initiated a short on MetLife ($MET); Increased and adjusted long positions: expanded Palantir ($PLTR) holdings, converted QQQ into a larger Nasdaq ($NDX) position, and added to Sprouts Farmers Market ($SFM) and QXO ($QXO).

[TechFlow]