Entities / Person
Michael Burry.
American hedge fund manager
- Reports this week
- 5
- Active events
- 2
- Connections
- 249
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
Earlier this month
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Michael Burry used Meta as a case study to discuss the dangers of overstatement in market analysis.Some support1 report
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Minerva hired Michael Burry as a senior adviser.Some support1 report
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Michael Burry analyzes the spending and liabilities of major tech companies including Oracle, Microsoft, Meta, and Google.Some support1 report
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Oracle's Project Jupiter in New Mexico is linked to stalled debt distribution and warnings about an AI spending bubble.Some support1 report
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Investor Burry analyzes SpaceX's company valuation and market trends.Well supported3 reports1 development inside
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Michael Burry has expanded his bearish concerns to include Palantir, Micron, Tesla, Caterpillar, and Nvidia, comparing the current market to the LTCM collapse.Well supported4 reports1 development inside
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Michael Burry is vocal about his short positions in Palantir and Nvidia, while Micron benefits from HBM demand and Amazon invests in AI infrastructure.Some support1 report
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Michael Burry increased his long position in Sprouts Farmers Market.Some support2 reports
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Micron's demand picture is being reassessed by experts as AI changes market dynamics, alongside analyst price targets and short-selling activity.Some support2 reports1 development inside
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Michael Burry increased short positions against Micron Technology, whose CEO is Jason Chen, amid market reassessments.Some support2 reports
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Michael Burry has initiated bearish bets against several tech companies, including Tesla, Applied Materials, and Nvidia, and shorted Micron stock.Well supported17 reports
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Microsoft traded on the Nasdaq exchange while Michael Burry's buy signal contributed to market sentiment.Some support2 reports
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Michael Burry opened a short position on Oracle stock.Some support1 report
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Michael Burry and political advocates critique market failures and economic inequality, linking tech profits to wealth concentration.Some support1 report
One to three months ago
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Market commentators, including Michael Burry, Jeremy Grantham, Howard Marks, and Paul Tudor Jones, warned that current high market valuations resemble a dotcom bubble and could lead to a significant selloff.Some support2 reports
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Michael Burry joined Lakshmi Ganapathi's investment research firm Unicus as Senior Advisor, which provides credit analysis.Some support1 report
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CoreWeave investors are under scrutiny as Magnetar was the largest tracked common shareholder, Orbis reduced its position, and Michael Burry commented on AI risks.Some support1 report
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Michael Burry criticized Bitcoin as a speculative bubble, while Christian Bale played him in the film The Big Short.Some support2 reports
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Weak sales were reported in North America for Lululemon, while Michael Burry holds the company as his largest investment position.Some support2 reports
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Michael Burry used Substack to share investment views, referencing fine wines like Margaux stored in London.Some support3 reports
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Jensen Huang's actions and CoreWeave's chip usage are seen as countering Michael Burry's bearish thesis on the AI semiconductor market.Some support5 reports
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Michael Burry is critiquing the market by comparing Palantir to consulting models, including those used by Accenture.Some support3 reports
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Michael Burry is targeting companies involved in the AI boom, including Applied Materials, Nvidia, and Tesla, and announcing his bearish bets via Substack.Well supported6 reports1 development inside
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Michael Burry bets on Regeneron recovery despite market skepticism, holds large call positions in UnitedHealth Group, and views Lululemon as undervalued.Some support2 reports
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Palantir's revenue profile is being compared to consulting models and peers like ServiceNow, Salesforce, and Accenture, amid valuation warnings from Michael Burry.Well supported6 reports1 development inside
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Investment figures Michael Burry and Cathie Wood are making moves regarding major tech companies like Tesla, SpaceX, and Nvidia.Some support1 report1 development inside
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Michael Burry takes a bearish stance on Alibaba stock while increasing his investment in AI infrastructure.Some support3 reports1 development inside
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Michael Burry sold his stake in Alibaba Group due to overvaluation and invested the proceeds into JD.com Inc.Some support2 reports
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Michael Burry expressed concerns about Snowflake's valuation and long-term risks, while remaining bullish on Veeva despite its rally.Some support1 report
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Michael Burry made several investment moves, including shorting Nvidia and Oracle, while increasing stakes in Birkenstock and Freddie Mac.Well supported4 reports
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Michael Burry warned about Anthropic's high valuation while increasing his investment in Alibaba shares, noting its competition in the AI sector.Some support1 report1 development inside
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Jane Street is reported to be funding competitor Etched. Meanwhile, Michael Burry has initiated bearish bets against Oracle regarding AI trades and flagged serious competition for Nvidia.Some support2 reports1 development inside
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Michael Burry is accused of serious financial misconduct, including accounting fraud and overstating earnings, against companies like Alibaba, Nvidia, Oracle, and Meta.Some support2 reports
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Burry uses Substack to detail his investment views, including shorting Nvidia and Tesla, and increasing his stake in Alibaba Group.Some support5 reports1 development inside
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Michael Burry shorted Nasdaq after FactSet data confirmed Amazon's earnings strength, echoing Ben Graham's warnings.Well supported3 reports
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Michael Burry shared investment analysis on Substack, noting that his views were influenced by Benjamin Graham's value investing principles.Some support2 reports
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Michael Burry targets firms like Oracle and Nebius Group with short bets, while Meta and Microsoft expand AI infrastructure contracts.Well supported6 reports
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Michael Burry uses Substack to detail his investment views, targeting companies like Tesla and Nvidia.Some support6 reports
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The AI data center market is facing scrutiny as a specific company draws power exceeding city limits, coinciding with a short position taken on Nebius stock.Some support3 reports
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Michael Burry is reportedly piling into MercadoLibre stock, while Lululemon leverages manufacturing bases in Indonesia, China, and Cambodia.Some support2 reports
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Deutsche Bank referred to SpaceX as a haloscaler, while Michael Burry stated he did not short the company's stock.Some support2 reports
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Share price divergence for Caterpillar Inc. is being discussed on CNBC, linking the company's performance to its exposure to data centers and AI, following bearish views from Michael Burry and comments from Jim Cramer.Some support2 reports
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Michael Burry monitored the Philadelphia Semiconductor Index using market data reported by Reuters.Some support1 report1 development inside
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Michael Burry issued warnings about the AI market bubble via Substack, coinciding with reports of Nvidia backing OpenAI's data center project in Ohio.Well supported6 reports
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Michael Burry bought call options on Microsoft stock.Well supported7 reports
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Michael Burry holds short positions on both Nvidia and Micron Technology.Well supported7 reports
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Michael Burry warns of a potential market sell-off that he compares to the 1987 stock market crash, while maintaining bearish bets despite an S&P 500 surge.Some support2 reports
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CNBC reports on recent quarterly earnings for several companies, including SpaceX, amidst market warnings from Michael Burry.Some support1 report
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Financial scrutiny mounts on global structure as bearish bets test market support and cash flow viability.Some support3 reports
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Nvidia and SanDisk are prominent targets of bearish short ETFs, with market bets echoing Michael Burry's views on the sector.Some support2 reports
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Morgan Stanley data is influencing Michael Burry's market outlook as Nasdaq lists long-duration bond ETFs.Some support1 report
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Michael Burry made comments regarding investor knowledge, involving EMpower.Some support1 report
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Michael Burry shorted Micron stock due to overvaluation and sold Broadcom holdings during portfolio rotation.Some support4 reports
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Financial experts warn of potential stock market correction due to Middle East war impacting oil supply and prices.Some support2 reports3 developments inside
Gone quiet
No new reports in 90+ days-
Michael Burry used a platform to disseminate market views on July 19, 2026.Some support1 report
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Michael Burry has added Fannie Mae and Freddie Mac to his positions while maintaining bearish bets against Caterpillar Inc.Some support2 reports1 development inside
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Michael Burry commented on Trump's executive order and his investment in GSEs during the conservatorship period.Some support2 reports
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Michael Burry purchased shares in JD.com, Flutter, and DraftKings on July 8, 2026.Some support2 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Michael Burry
Events traced to Michael Burry, step by step, newest first- Wage cap changes may influence Michael Burry's Microsoft betsWage caps and tax savings may influence Michael Burry's outlook on MicrosoftPossible
- UHG profit beat may reinforce Michael Burry's investment thesisMichael Burry's investment thesis could be reinforced by UHG's strong Q3 results.Possible
- PERM program suspensions may increase risk for Michael Burry's portfolioRegulatory uncertainty over PERM program abuse may influence Michael Burry's investment strategy.Possible
Around Michael Burry this week
News at the entities that move Michael Burry most-
Nvidia OperationalNvidia invested $3.5 billion in MediaTek, and Alphabet is partnering on the TPU v8i design.Moves Michael Burry
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Micron Technology OperationalMicron Technology is building a new facility in Taichung, Taiwan, to invest heavily in the semiconductor ecosystem.Moves Michael Burry
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Tesla OperationalMajor banks reported disappointing earnings, while tech stocks fell due to affordability concerns and AI build-out debt.Moves Michael Burry
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Applied Materials TransactionalInstitutional investors made significant moves regarding their holdings in Applied Materials on June 12, 2026, filing with the SEC.Moves Michael Burry
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Fannie Mae TransactionalFannie Mae facilitates conventional mortgages while Julie Sanchez chairs the housing authority board in San Ildefonso.Moves Michael Burry
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Nasdaq StructuralJames provides market analysis on 2026-10-19, noting that weak global markets are hurting domestic sentiment.Moves Michael Burry
Connections
The 40 strongest of 249, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Nvidia Operational
Michael Burry maintains a sustained, high-profile bearish short position against Nvidia's valuation and growth prospects.
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Microsoft Transactional
Michael Burry initiates financial transactions by purchasing call options and LEAPs on Microsoft stock.
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Tesla Operational
Michael Burry has consistently maintained bearish short positions against Tesla stock, citing concerns over the AI bubble.
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Micron Technology Operational
Michael Burry maintains an active, sustained short position against Micron Technology stock based on a bearish market thesis.
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Substack Operational
Michael Burry utilizes Substack as a paid platform to publish and disseminate his investment analysis and market views.
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Scion Structural
Michael Burry founded and manages Scion Asset Management.
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Nebius Group Transactional
Michael Burry repeatedly initiated and maintained bearish short positions against Nebius Group stock.
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Oracle Operational
Michael Burry actively maintains short positions against Oracle stock, citing concerns over debt and earnings potential.
Show all 40 connections
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UnitedHealth Group Operational
Michael Burry actively invests in and targets UnitedHealth Group's stock, influencing its market perception through his disclosed long positions and call contracts.
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Applied Materials Transactional
Michael Burry has repeatedly taken bearish and short investment positions against Applied Materials.
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Palantir Technologies Operational
Michael Burry actively challenges Palantir's valuation and business model through short positions and public criticism.
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Birkenstock Transactional
Michael Burry increased his investment stake in Birkenstock, reaching 5.2% of the company.
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Regeneron Pharmaceuticals Transactional
Burry is actively betting on the recovery and future potential of Regeneron despite market doubts.
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Sprouts Farmers Market Transactional
Michael Burry increased his long investment position in Sprouts Farmers Market stock.
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Anthropic Operational
Michael Burry actively critiques Anthropic's market valuation, strategic narratives, and market share gains.
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Estée Lauder Companies Transactional
Michael Burry increased his investment stake in Estée Lauder, signaling confidence in its recovery.
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AMD Transactional
Burry initiated a short position on an ETF that included AMD as part of his broader bets against AI infrastructure.
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Alibaba Group Transactional
Michael Burry actively engages in buying, selling, and betting against Alibaba Group stock based on his investment thesis and valuation concerns.
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Fidelity National Information Services Operational
Michael Burry actively tracks and invests in FIS, with his buying activity influencing market sentiment.
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SpaceX Operational
Michael Burry actively monitors and publicly questions SpaceX's high market valuation, often taking bearish positions.
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OpenAI Operational
Michael Burry actively critiques the AI sector and OpenAI, warning of market bubbles and excessive valuations.
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Christian Bale Transactional
Christian Bale portrayed Michael Burry in the film The Big Short.
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Caterpillar Inc. Transactional
Michael Burry initiated and maintained a bearish short position against Caterpillar Inc. stock.
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Adobe Transactional
Michael Burry is increasing his financial stake in Adobe following critical commentary on its valuation.
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Fannie Mae Transactional
Michael Burry made specific investment purchases in Fannie Mae.
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Lululemon Athletica Transactional
Michael Burry has disclosed multiple investments, large stakes, and market views regarding Lululemon stock and company performance.
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Nasdaq Structural
Burry relies on Nasdaq-listed securities and market movements to execute his investment and shorting strategies.
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Donald Trump Operational
Michael Burry actively tracks, analyzes, and contrasts his market views with Donald Trump's policy actions and executive orders.
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PayPal Structural
Michael Burry holds an investment position in PayPal, actively monitoring its performance and offering financial commentary.
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Minerva Structural
Minerva formally integrated Michael Burry into its structure by appointing him as a senior company adviser.
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Mercado pago Transactional
Burry has made major and substantial investments in MercadoLibre stock.
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Freddie Mac Transactional
Michael Burry has established and increased his financial stake in Freddie Mac.
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Veeva Systems Operational
Michael Burry has expressed and reaffirmed a bullish view on Veeva Systems, adjusting his holdings based on the stock's performance.
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Benjamin Graham Mentioned together
Benjamin Graham's investment principles are cited as the foundational influence on Michael Burry's investment strategy.
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SPX Mentioned together
no direct coupling
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Reuters Structural
Burry relies on market data published by Reuters for his professional commentary and market analysis.
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Flutter Transactional
Michael Burry has made multiple purchases and increased his long exposure to Flutter Entertainment shares.
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Lakshmi Ganapathi Structural
Michael Burry joined Lakshmi Ganapathi's team as a Senior Advisor.
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Google Mentioned together
Michael Burry actively analyzes and investigates Google's spending and financial liabilities.
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Larry Fink Operational
The professional relationship is defined by active market rivalry, specifically challenging each other's investment theses regarding AI potential.
History
Events by the month they beganOctober 2026
1 eventSeptember 2026
22 events- Michael Burry raises concerns about infrastructure mismatch risks regarding advanced AI development at Microsoft and OpenAI.
- Minerva hired Michael Burry as a senior adviser.
- Michael Burry analyzes the spending and liabilities of major tech companies including Oracle, Microsoft, Meta, and Google.
- Oracle's Project Jupiter in New Mexico is linked to stalled debt distribution and warnings about an AI spending bubble.
- Michael Burry is vocal about his short positions in Palantir and Nvidia, while Micron benefits from HBM demand and Amazon invests in AI infrastructure.
- Michael Burry increased his long position in Sprouts Farmers Market.
- Michael Burry increased short positions against Micron Technology, whose CEO is Jason Chen, amid market reassessments.
- Microsoft traded on the Nasdaq exchange while Michael Burry's buy signal contributed to market sentiment.
- Michael Burry opened a short position on Oracle stock.
- Michael Burry and political advocates critique market failures and economic inequality, linking tech profits to wealth concentration.
- Market commentators, including Michael Burry, Jeremy Grantham, Howard Marks, and Paul Tudor Jones, warned that current high market valuations resemble a dotcom bubble and could lead to a significant selloff.
- Michael Burry joined Lakshmi Ganapathi's investment research firm Unicus as Senior Advisor, which provides credit analysis.
- CoreWeave investors are under scrutiny as Magnetar was the largest tracked common shareholder, Orbis reduced its position, and Michael Burry commented on AI risks.
- Michael Burry criticized Bitcoin as a speculative bubble, while Christian Bale played him in the film The Big Short.
- Weak sales were reported in North America for Lululemon, while Michael Burry holds the company as his largest investment position.
- Michael Burry used Substack to share investment views, referencing fine wines like Margaux stored in London.
- Jensen Huang's actions and CoreWeave's chip usage are seen as countering Michael Burry's bearish thesis on the AI semiconductor market.
- Michael Burry is critiquing the market by comparing Palantir to consulting models, including those used by Accenture.
- Michael Burry bets on Regeneron recovery despite market skepticism, holds large call positions in UnitedHealth Group, and views Lululemon as undervalued.
- Palantir's revenue profile is being compared to consulting models and peers like ServiceNow, Salesforce, and Accenture, amid valuation warnings from Michael Burry.
- Michael Burry sold his stake in Alibaba Group due to overvaluation and invested the proceeds into JD.com Inc.
- Michael Burry expressed concerns about Snowflake's valuation and long-term risks, while remaining bullish on Veeva despite its rally.
August 2026
17 events- Michael Burry has expanded his bearish concerns to include Palantir, Micron, Tesla, Caterpillar, and Nvidia, comparing the current market to the LTCM collapse.
- Micron's demand picture is being reassessed by experts as AI changes market dynamics, alongside analyst price targets and short-selling activity.
- Investment figures Michael Burry and Cathie Wood are making moves regarding major tech companies like Tesla, SpaceX, and Nvidia.
- Michael Burry takes a bearish stance on Alibaba stock while increasing his investment in AI infrastructure.
- Michael Burry made several investment moves, including shorting Nvidia and Oracle, while increasing stakes in Birkenstock and Freddie Mac.
- Jane Street is reported to be funding competitor Etched. Meanwhile, Michael Burry has initiated bearish bets against Oracle regarding AI trades and flagged serious competition for Nvidia.
- Michael Burry is accused of serious financial misconduct, including accounting fraud and overstating earnings, against companies like Alibaba, Nvidia, Oracle, and Meta.
- Michael Burry shorted Nasdaq after FactSet data confirmed Amazon's earnings strength, echoing Ben Graham's warnings.
- Michael Burry shared investment analysis on Substack, noting that his views were influenced by Benjamin Graham's value investing principles.
- Michael Burry targets firms like Oracle and Nebius Group with short bets, while Meta and Microsoft expand AI infrastructure contracts.
- The AI data center market is facing scrutiny as a specific company draws power exceeding city limits, coinciding with a short position taken on Nebius stock.
- Michael Burry is reportedly piling into MercadoLibre stock, while Lululemon leverages manufacturing bases in Indonesia, China, and Cambodia.
- Deutsche Bank referred to SpaceX as a haloscaler, while Michael Burry stated he did not short the company's stock.
- Share price divergence for Caterpillar Inc. is being discussed on CNBC, linking the company's performance to its exposure to data centers and AI, following bearish views from Michael Burry and comments from Jim Cramer.
- Michael Burry issued warnings about the AI market bubble via Substack, coinciding with reports of Nvidia backing OpenAI's data center project in Ohio.
- Michael Burry warns of a potential market sell-off that he compares to the 1987 stock market crash, while maintaining bearish bets despite an S&P 500 surge.
- CNBC reports on recent quarterly earnings for several companies, including SpaceX, amidst market warnings from Michael Burry.
Show 2 earlier months
July 2026
15 events- Michael Burry used his platform, Substack, to issue warnings regarding the current state of AI valuations.
- Michael Burry has initiated bearish bets against several tech companies, including Tesla, Applied Materials, and Nvidia, and shorted Micron stock.
- Michael Burry is targeting companies involved in the AI boom, including Applied Materials, Nvidia, and Tesla, and announcing his bearish bets via Substack.
- Burry uses Substack to detail his investment views, including shorting Nvidia and Tesla, and increasing his stake in Alibaba Group.
- Michael Burry uses Substack to detail his investment views, targeting companies like Tesla and Nvidia.
- Michael Burry monitored the Philadelphia Semiconductor Index using market data reported by Reuters.
- Michael Burry holds short positions on both Nvidia and Micron Technology.
- Financial scrutiny mounts on global structure as bearish bets test market support and cash flow viability.
- Morgan Stanley data is influencing Michael Burry's market outlook as Nasdaq lists long-duration bond ETFs.
- Michael Burry made comments regarding investor knowledge, involving EMpower.
- Michael Burry shorted Micron stock due to overvaluation and sold Broadcom holdings during portfolio rotation.
- Michael Burry used a platform to disseminate market views on July 19, 2026.
- Michael Burry has added Fannie Mae and Freddie Mac to his positions while maintaining bearish bets against Caterpillar Inc.
- Michael Burry commented on Trump's executive order and his investment in GSEs during the conservatorship period.
- Michael Burry purchased shares in JD.com, Flutter, and DraftKings on July 8, 2026.
June 2026
5 events- Investor Burry analyzes SpaceX's company valuation and market trends.
- Michael Burry warned about Anthropic's high valuation while increasing his investment in Alibaba shares, noting its competition in the AI sector.
- Michael Burry bought call options on Microsoft stock.
- Nvidia and SanDisk are prominent targets of bearish short ETFs, with market bets echoing Michael Burry's views on the sector.
- Financial experts warn of potential stock market correction due to Middle East war impacting oil supply and prices.