Michael Burry Thinks the AI Bubble Will Burst Sooner Than Later, Including Big Drops in Micron and Nebius by Mid-2027
Key PointsMichael Burry is now betting that the stock market's AI bubble will burst sooner than he previously expected.
Michael Burry, who gained notoriety for predicting the subprime mortgage bubble, now warns of an impending AI bubble that could burst sooner than anticipated. He has taken short positions in several AI stocks and has adjusted his investment strategy to include more leverage. Burry has covered short positions in some stocks, opting to buy put options at lower strike prices instead. This move indicates his belief that Micron (NASDAQ: MU) and Nebius (NASDAQ: NBIS) will experience significant declines in the coming quarters.
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