Michael Burry Expands AI Short as 2026 IPO Wave Tests Bubble Warning
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Michael Burry increased a multi-year AI short: sold GameStop, opened an outright Palantir short and holds $912.1M in Palantir puts and $186.6M in Nvidia puts (also bets on Oracle, SOXX, QQQ) with expiries into 2027. His large put positions signal growing bearishness on AI/semiconductor valuation momentum ahead of potential 2026–2027 IPOs (OpenAI, Anthropic, SpaceX) that could test trillion-dollar AI valuations. Market impact: this is a risk-off indicator that could shift capital away from high-growth tech into safer assets, with potential knock-on effects for crypto, DeFi fundraising, token launches and volatility on CEX/DEX markets.
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- Burry expanded his AI short across Palantir, Nvidia, Oracle, SOXX, and QQQ into 2027.
- Scion’s Q3 filing showed $912.1M in Palantir puts and $186.6M in Nvidia puts.
- OpenAI, Anthropic, and SpaceX IPO plans could test trillion-dollar AI valuations.
Michael Burry, the investor known for predicting the 2008 housing-market collapse, has expanded his bearish bet against artificial intelligence-linked stocks. His latest move has placed one of Wall Street’s strongest growth narratives under fresh pressure.
According to a post on X, Burry sold his entire GameStop position and opened an outright short position on Palantir Technologies. He also disclosed bearish put options tied to Nvidia, Oracle, the iShares Semiconductor ETF, and the Invesco QQQ Trust, with expiries stretching into 2027.
Burry’s AI Short Moves Beyond Valuation
The latest disclosure builds on Scio…
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