---
title: MICHAEL BURRY IS DOUBLING DOWN ON HIS AI SHORTS
description: "\"Big Short\" investor Michael Burry disclosed in his latest Substack post that he is adding to several of his biggest bearish bets.\n\nBurry increased his short positions \"in some size\" in:\n\n1. Micron\n2. Nebius\n3. SOXX\n4. Palantir\n\nBurry also pointed to comments from Acer CEO Jason Chen, who said memory chip inventories are building while Chinese suppliers are flooding the market with more supply.\n\nBurry wrote,\"Nevertheless, it aligns with what I believe to be true.\"\n\nBurry also disclosed additional purchases of:\n\n1. QXO\n2. Build-A-Bear Workshop\n3. Sprouts Farmers Market\n4. Birkenstock\n5. MercadoLibre\n\nSource: Bull Theory"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [MICHAEL BURRY IS DOUBLING DOWN ON HIS AI SHORTS](https://blog.syzgroup.com/syz-the-moment/michael-burry-is-doubling-down-on-his-ai-shorts)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Sep 24, 2026, 3:26:40 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/michael-burry-is-doubling-down-on-his-ai-shorts)

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