Michael Burry is bullish on Lululemon, viewing its current downturn as an opportunity, despite recent underperformance.
Source Post
The reel discusses Michael Burry's recent short positions, focusing on Micron (MU) and the semiconductor ET...
Jul 3, 2026
The reel discusses Michael Burry's recent short positions, focusing on Micron (MU) and the semiconductor ETF (SOXX), arguing that the AI rally has pushed these into bubble territory. It also touches on Burry's historical track record of market calls and his current long positions in stocks like PayPal and Lululemon, noting their recent underperformance.
Linked Mentions
Tickers discussed in this post
Michael Burry is bullish on PayPal, viewing its current downturn as an opportunity, despite recent underperformance.
Michael Burry is shorting Applied Materials as part of his broader market bearishness.
Michael Burry is shorting Caterpillar as part of his diversified short portfolio.
Michael Burry is shorting Tesla as part of his broader thesis on market overvaluation.
Michael Burry is shorting Nvidia as part of his broader thesis on the AI bubble potentially popping.
Michael Burry is shorting the iShares Semiconductor ETF (SOXX) as he believes the AI bubble is unsustainable and poised to pop, similar to the dot-com era.
Michael Burry has shorted Micron, believing its AI-fueled rally has pushed it into bubble territory with significant downside potential.