🛸 CASE FILE #198
Michael Burry Thinks the AI Bubble Could Burst Sooner Than Expected.
Burry has replaced his short positions with put options, saying new research convinced him to move his bearish timeline forward and use more leverage.
His bets include June puts on Micron and Nebius, plus September 2027 puts on Palantir and SOXX, with strike prices far below current levels.
Burry isn’t backing away from his AI bubble thesis. He’s betting the reversal comes sooner.
Michael Burry Thinks the AI Bubble Could Burst Sooner Than Expected.
Burry has replaced his short positions with put options, saying new research convinced him to move his bearish timeline forward and use more leverage.
His bets include June puts on Micron and Nebius, plus September 2027 puts on Palantir and SOXX, with strike prices far below current levels.
Burry isn’t backing away from his AI bubble thesis. He’s betting the reversal comes sooner.
