- Burry added to shorts on Micron Technology (MU), Nebius (NBIS), Palantir (PLTR) and the iShares Semiconductor ETF (SOXX), according to his Substack update.
- Burry frames the position around an expected semiconductor down cycle, having shorted chip stocks since the end of last year.
- The bearish stance targets both memory and AI-linked equities, with Micron and Nebius on the short list alongside software name Palantir.
Quotes
“Michael Burry continues to have a bearish view of the semiconductor industry.”
“Since the end of last year, Burry has been shorting semiconductor stocks on the view that”