"The Big Short" Michael Burry Says AI Bubble May Accelerate Bursting, Adjusts Multiple Positions

According to disclosures from the Michael Burry Stock Tracker, Michael Burry, the real-life inspiration behind "The Big Short," stated on his Substack platform that weekend research has led him to believe the artificial intelligence bubble may soon accelerate its collapse. He disclosed his latest position adjustments: closing short positions include short stakes in Micron ($MU), Nebius ($NBIS), Caterpillar ($CAT), the Semiconductor ETF ($SOXX), Nvidia ($NVDA), Oracle ($ORCL), and CoreWeave ($CRWV); opening new short positions involves initiating a short on MetLife ($MET); and adding to and adjusting long positions includes expanding his Palantir ($PLTR) position, rolling his QQQ stake into a larger Nasdaq ($NDX) position, and increasing holdings in Sprouts Farmers Market ($SFM) and QXO ($QXO).