Michael Burry

Michael Burry became a popular voice in investing after predicting the 2008 mortgage crisis and shorting the market.

Burry's AI bets

Burry shorted nvidia, palantir technologies, tesla, and micron technology as ai hype peaks.

Nvidia

Burry compared nvidia to dot-com bubble companies, saying its chips aren't depreciated properly and have shorter lifespans.

Palantir

Burry bought palantir puts in q3 2025, calling it wildly overvalued with fundamental value less than $50 per share.

Tesla

Burry shorted tesla in 2021, calling it ridiculously overvalued with a p/e ratio of 359.

Micron

Burry shorted micron in july, warning of memory cycle shortages and potential price drops over two years.

Burry's stance

Burry stands by his analysis, saying nvidia is not enron but clearly cisco, with risks for all four stocks.

“i stand by my analysis. i am not claiming nvidia is enron. it is clearly cisco”