---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000916751.md"
description: "Breaking: Michael Burry says the AI bubble is bursting sooner than laterHe has disclosed his updated positions:• Covered Micron $Micron Tech(MU.US) short• Covered Nebius $Nebius(NBIS.US) short• Covered Caterpillar $Caterpillar(CAT.US) short• Covered Semiconductor ETF $SOXX short• Covered Nvidia $NVIDIA(NVDA.US) short• Covered Oracle $Oracle(ORCL.US) short• Rolled Palantir $Palantir Tech(PLTR.US) into a bigger position• Rolled QQQ into a bigger Nasdaq $NDX position• Covered CoreWeave $Coreweave(CRWV.US) short• Opened a new short on MetLife $MetLife(MET.US)• Added to Sprouts Farmers Market $Sprouts Farmers(SFM.US)• Added to QXO $QXO(QXO.US)Burry said the move is "motivated by research this past weekend that leads me to believe the bubble in AI may burst sooner than later" per his Substack"
datetime: "2026-09-28T20:45:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000916751.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000916751.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000916751.md)
author: "[Michael Burry Tracker](https://longbridge.com/en/profiles/17582432.md)"
generator: "portal-rs"
---

# Breaking: Michael Burry says the AI bubble is burs…


### Related Stocks

- [CAT.US](https://longbridge.com/en/quote/CAT.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [QXO.US](https://longbridge.com/en/quote/QXO.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md)
- [.NDX.US](https://longbridge.com/en/quote/.NDX.US.md)

## Comments (1)

- **稳赚大钱 · 2026-09-29T00:56:08.000Z**: Wow


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**