InvestorPolitical leaning: CentristProfile last reviewed: 2026-07-30
Michael Burry
Founder, Scion Asset Management
The AI boom is the housing bubble with GPUs: hidden debt, stretched depreciation, and a crowd that can't imagine losing. He can.
The investor who shorted the housing bubble in The Big Short is now the AI boom's most-watched bear: $1.1 billion notional in puts against Nvidia and Palantir, a Substack ("Cassandra Unchained") dissecting hyperscaler depreciation games, and — as of July 2026 — a short against Micron after its 700% run. His record includes being spectacularly right, publicly wrong ("I was wrong to say sell"), and always early.
Basis for the leaning assessment
No endorsements and rare political comment; his public record is market contrarianism, not partisanship. Effectively unplaceable — a pure test for the community vote. (No freely licensed photograph of Burry exists, so his profile shows a clearly-labeled editorial illustration instead.)
Current Stances
Stances are editorial interpretations, always shown with the statements and actions they rest on.
The AI Tradeobserved 2025-11-03 – 2026-07-01
The AI boom is levered, mispriced and late-stage
Puts against Nvidia and Palantir, a short against Micron, and a running audit of hyperscaler depreciation and "hidden debt": the fullest bear case anyone with money has made.
Supporting statements & actions (2)
2025-11-03Filing
Scion disclosed bearish put options against Nvidia and Palantir with a combined notional value of $1.1B — and he began publishing "Cassandra Unchained," accusing AI giants of stretching depreciation schedules to inflate earnings.
His return from two years of silence, aimed squarely at the AI trade's accounting.
"Burry is back and he's short Nvidia" trended within an hour of the filing.
2026-07-01Social post
Disclosed shorting Micron at $1,051.87 — after a ~700% one-year run — attributing the rally to "fear of missing out, the greater fool theory, and public commitment bias," and calling a new Korean chip hub "the beginning of the end."
He also flagged an estimated $1.65 trillion in Big Tech "hidden debt" via SPVs and leases.
The Micron disclosure set off a day-long fight between AI bulls and bears across X.
Goals
What Michael Burry said they would do, in their own words and dated. Where the record settles one, the source for that is shown too. The same goals across everyone are in the promise tracker.
Short-term
Consistency Tracker
Does each new statement or decision square with the record? Verdicts are not accusations: both sides of the record are presented so readers can judge for themselves. The same readings across everyone on the site are in the consistency index.
Earlier statement / action
2023-01-31Social post
Sell.
His entire market call for 2023, posted ahead of a Fed meeting. The S&P rose about 24% that year.
One word, millions of views: peak cryptic-Burry.
Later statement / action
2023-03-30Social post
I was wrong to say sell.
A rare public self-correction, eight weeks after the call.
The apology went as viral as the call — almost unheard of on finance Twitter.
Most-Cited Sources from Voterscommunity reading list
Articles readers attached to their poll votes as evidence. Only pages cited independently by two or more voters are listed.
- 1www.aol.com/news/big-short-investor-michael-burry-084328082.html ↗
Cited by 3 voters
Liberal 3 - 2www.bloomberg.com/news/articles/2023-02-01/will-stocks-fall-michael-burry-says-sell-in-ominous-tweet-ahead-of-fed ↗
Cited by 3 voters
Conservative 3 - 3www.thestreet.com/investing/big-short-investor-michael-burry-issues-blunt-4-word-warning-on-ai-stocks ↗
Cited by 3 voters
Liberal 1Conservative 2
Most-Discussed Moments
The statements and actions that set social media on fire — top 4, in chronological order. Every entry links to its source.
- 2023-01-31Social post
Sell.
His entire market call for 2023, posted ahead of a Fed meeting. The S&P rose about 24% that year.
One word, millions of views: peak cryptic-Burry.
- 2023-03-30Social post
I was wrong to say sell.
A rare public self-correction, eight weeks after the call.
The apology went as viral as the call — almost unheard of on finance Twitter.
- 2025-11-03
Timeline of Statements & Actions5 records, newest first
2026-07-01Social post
Disclosed shorting Micron at $1,051.87 — after a ~700% one-year run — attributing the rally to "fear of missing out, the greater fool theory, and public commitment bias," and calling a new Korean chip hub "the beginning of the end."
He also flagged an estimated $1.65 trillion in Big Tech "hidden debt" via SPVs and leases.
The Micron disclosure set off a day-long fight between AI bulls and bears across X.
2025-11-03Filing
Scion disclosed bearish put options against Nvidia and Palantir with a combined notional value of $1.1B — and he began publishing "Cassandra Unchained," accusing AI giants of stretching depreciation schedules to inflate earnings.
His return from two years of silence, aimed squarely at the AI trade's accounting.
"Burry is back and he's short Nvidia" trended within an hour of the filing.
2023-03-30Social post
I was wrong to say sell.
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