Source Post

The creator discusses Michael Burry's bearish stance on AI stocks, specifically mentioning his short positi...

Jul 25, 2026

The creator discusses Michael Burry's bearish stance on AI stocks, specifically mentioning his short positions in Micron (MU) and Nvidia (NVDA). While Burry is shorting these companies, the creator personally is not selling their holdings in NVDA or MU, questioning whether AI spending is truly translating into revenue and profit.

Linked Mentions

Tickers discussed in this post

PLTRNeutralLow ConvictionResearch Only

Michael Burry is holding Palantir (PLTR) while doubling down on shorts in other AI-related stocks.

TSLANeutralLow ConvictionResearch Only

Michael Burry is holding Tesla (TSLA) while doubling down on shorts in other AI-related stocks.

NVDABearishHigh ConvictionSignal-backedPrimary

Michael Burry is adding to his short position in Nvidia (NVDA), which he is shorting around $210.

MUBearishHigh ConvictionSignal-backedPrimary

Michael Burry is doubling down on his short position in Micron (MU), adding more shares at $933.86.

Linked Signals

Tracked calls opened from this post

MU
short opened Jul 25, 2026
+3.07%
NVDA
short opened Jul 25, 2026
-8.34%