Source Post

Nebius is up 30% after crushing earnings. Michael Burrys Nebius shorts don’t look too good. He also just do...

Aug 12, 2026

The creator discusses Michael Burry's ongoing short positions in AI-related stocks, specifically highlighting his continued bearish stance on Nebius, Micron, Oracle, and the semiconductor sector despite recent market performance.

Linked Mentions

Tickers discussed in this post

ORCLBearishHigh ConvictionSignal-backedSecondary

Michael Burry maintains a short position on Oracle as part of his broader bet against the AI sector.

MUBearishHigh ConvictionSignal-backedSecondary

Michael Burry maintains a short position on Micron as part of his broader bet against the AI sector.

NBISBearishHigh ConvictionSignal-backedPrimary

Michael Burry maintains and has increased his short position on Nebius despite the stock's recent 30% gain following strong earnings.

Linked Signals

Tracked calls opened from this post

MU
short opened Aug 12, 2026
-2.97%
NBIS
short opened Aug 12, 2026
+5.91%
ORCL
short opened Aug 12, 2026
+10.56%