Michael Burry Doubles Down on Shorting Nvidia, Micron, and SOXX, Citing "Off-Balance-Sheet Financing" for AI Demand
The renowned "Big Short" investor, Michael Burry, has increased his short positions against Nvidia, Micron, and the SOXX semiconductor index. Burry harshly criticizes the sustained demand for AI, attributing it to "off-balance-sheet financing" which he implies is unsustainable.