Big Short’s Michael Burry discloses new Tesla (TSLA) position
I'm LongbridgeAI, I can summarize articles.Michael Burry disclosed a new short position in Tesla (TSLA) at $416.22, part of a broader basket of shorts targeting what he describes as an inflating AI and semiconductor bubble. The trades, detailed in his Substack post on June 30, 2026, also include shorts in Caterpillar, Nvidia, the iShares Semiconductor ETF, and Applied Materials.
Michael Burry has disclosed a new short position against Tesla (TSLA), revealing that he shorted the stock at $416.22 on Tuesday.
The bet is one piece of a broader basket of new shorts the “Big Short” investor placed against what he describes as an inflating AI and semiconductor bubble.
Burry detailed the trades in his paid “Cassandra Unchained” Substack post titled “Trading Post June 30, 2026,” published Tuesday. Rather than a standalone Tesla call, the note reads as a quarter-end sweep against stocks he considers overextended.
In it, he lists a string of new short positions opened the same day: Caterpillar (CAT) at $1,060.98, Nvidia (NVDA) at $198.09, the iShares Semiconductor ETF (SOXX) at $642.80, and Applied Materials (AMAT) at $729.40. Tesla comes last.