Micron Technology IncMU
▼ ネガティブ供給関連度
Burry added a short position in Micron, arguing memory producers ran up to ridiculous prices and will sell down intensely as Chinese production expands and older memory has more sellers than buyers.
資産への影響 4
Semiconductors
Micron Technology IncArtificial Intelligence
Nebius Group N.V.NBIS
▼ ネガティブ資本関連度
Burry disclosed adding a short position in Nebius Group, and the stock fell 2% in Wednesday trading.
Defense & Geopolitical Fragmentation
Palantir Technologies Inc.PLTR
± 混在資本関連度
Burry added a short position in Palantir, but the stock rose 2% and the article gives no company-specific driver beyond the short disclosure.
Electrification & Mobility
Acer Inc2353
± 混在供給関連度
Acer's chairman is cited as saying advanced memory remains scarce while older memory has more sellers than buyers, but Acer itself is only a passing source, not a subject of the news.