Founders, executives, and early investors in AI companies are selling their shares at a notable pace, with figures like Stanley Druckenmiller, Peter Thiel, and Michael Burry reducing or exiting positi…
Investor Michael Burry, known for 'The Big Short,' argues that the AI trade's bull case contains a major contradiction: Nvidia requires endless demand for its chips, while AI hyperscalers like Meta, A…
Elon Musk has built Tesla into a company worth around $1.5 trillion, exceeding the combined value of the next 10 most valuable carmakers, despite selling far fewer vehicles. Investors treat Tesla as a…
Elon Musk's proposal for 'Universal High Income' driven by AI and robotics was met with a stark warning from investor Michael Burry, who predicted revolution before such a system could be implemented.…
Investor Michael Burry fired back at President Donald Trump after Trump ridiculed short sellers at a White House luncheon, calling them "poor bastards" and saying they are "betting against the country…
Michael Burry, famed for his 'Big Short' bet against the housing market, has taken short positions against Tesla, Caterpillar, and major chip stocks including Nvidia and Applied Materials, citing over…
Michael Burry, the investor known for predicting the 2008 housing crisis, revealed new bearish bets against Tesla, Nvidia, Caterpillar, Applied Materials, and the iShares Semiconductor ETF, warning of…
Michael Burry disclosed a long position in Adobe stock in March amid a 47% decline over the past year. Adobe shares rose over 3.8% after the company was added to Russell indexes and launched AI upgrad…
Michael Burry has initiated his first-ever short position in Caterpillar, betting against the heavy equipment giant after its stock nearly doubled during the AI infrastructure boom. Burry also increas…
Michael Burry disclosed a new short position against Tesla (TSLA) at $416.22, part of a broader bet against an inflating AI and semiconductor bubble. The trade was detailed in his Substack post, where…
Microsoft Corp. shares are heading for their worst month since December 2000, down 17% in June and erasing over $570 billion in market value, as investors worry about AI spending and disruption. The s…
Investor Michael Burry purchased long-dated call options on Microsoft, buying December 2028 LEAPs with strikes in the low $700s. Microsoft shares rose about 1% in pre-market trading after the disclosu…
Palantir Technologies shares fell 25% in June, hitting a 52-week low of $106.37, as investors question the company's ability to withstand AI disruption. The stock is down 34-36% year-to-date, with Wol…
Michael Burry, the 'Big Short' investor, maintains a bearish short position on Palantir Technologies as of late June 2026, despite social media rumors of a closure. Burry's put options, first disclose…
Nvidia's $5.5 trillion valuation has sparked debate over whether AI companies are in a bubble. Historical parallels, such as the railway mania and dotcom fiber boom, show that even transformative tech…
Investor Michael Burry, known for 'The Big Short,' framed a Lululemon shopping bag from 2011 that read 'Who is JOHN GALT' because he enjoys controversy. He detailed this in a Substack post, also argui…
Hedge fund manager Michael Burry disclosed $1.1 billion in put options against AI stocks Palantir and Nvidia, betting on a significant repricing as he criticizes poor return-on-invested-capital dynami…
OpenAI CEO Sam Altman said Tuesday that AI budgeting has become a "huge issue" for some companies, citing memes about companies exhausting their annual AI budgets in the first quarter. The remark trig…
Michael Burry warned that Nvidia's top three customers now account for 64% of its accounts receivable, up from 33% in 2020, calling the concentration "off the charts." The "Big Short" investor highlig…
Short interest across AI-related stocks has risen 24% in the last quarter, with GPU data center and neocloud companies facing the heaviest bearish bets at a median 16.8% of float shorted. The skeptici…