'Big Short' Michael Burry Bets Against Oracle and Nebius: Says AI Profits Don't Add Up

'Big Short' investor Michael Burry bets against AI stars Oracle, Nebius

Michael Burry of "The Big Short" fame.James Devaney/WireImageMichael Burry said on his Substack that he's shorting Oracle and Nebius.The "Big Short" investor wrote that many AI companies are looking bloated and vulnerable.Burry has said that Oracle is in a "bit of a pickle" thanks to its debt-fueled data center buildout.Michael Burry says he's shorting Oracle and Nebius, two companies that are betting big on the AI boom.The investor of "The Big …

'Big Short' Michael Burry Bets Against Oracle and Nebius: Says AI Profits Don't Add Up

'The Big Short's' Michael Burry, who predicted the 2008 crash way before it happened, revealed in a Thursday Substack post that he bet against Oracle at $144.63 per share and Nebius Group at $211.77 apiece. Burry recently exited from a short position on Oracle, but had warned he might place puts again. 'These were the January 2027 low 100s strikes, and I decided not to roll them. The profit there was substantial, and so I left it at that. Should…

Michael Burry takes bearish bets on Oracle, Nebius (NBIS:NASDAQ)

Michael Burry reveals new shorts in Oracle and Nebius, warning of rising leverage and off-balance-sheet risks in tech/cloud—see his picks and act now.

‘Big Short’ Michael Burry just updated his stock portfolio again

Michael Burry, a former American hedge fund manager and investor known as ‘The Big Short,’ has revealed some new stock portfolio updates, doubling down on his bearish outlook. As revealed in an August 4 Substack post, Burry exited his long position in Microsoft (NASDAQ: MSFT), closed his short position in Oracle (NYSE: ORCL), and covered his January 2026 short on Palantir (NASDAQ: PLTR).  Furthermore, he rolled his Nvidia (NASDAQ: NVDA) short po…

Michael Burry discloses major portfolio changes, exits Microsoft and Oracle

Burry's portfolio shifts suggest skepticism about AI's sustainability, hinting at potential market corrections impacting tech investments. The post Michael Burry discloses major portfolio changes, exits Microsoft and Oracle appeared first on Crypto Briefing.