Burry adds to AI shorts, says ‘Nebius is what the top of a boom looks like’
Reported by Seeking Alpha · seekingalpha.com · August 13, 2026
Michael Burry boosts shorts on Nebius, Micron, Oracle & SOXX, warning of an AI/semis bubble and “backwardation” signals.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $NBIS -3.75%
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