マイケル・バーリ氏、トランプ氏はAIブームを失敗させたくても「できない」と主張

Burry shorted Nvidia, the central target of his challenge to the AI investment narrative.

Burry disclosed a short position in CoreWeave, betting against the AI infrastructure buildout it depends on.

Burry disclosed a short position in Nebius as part of his bearish AI trade.

Burry shorted Oracle, arguing enormous AI capital spending may not yield durable returns.

Burry recently shorted Micron, challenging the AI capex narrative that underpins memory demand.

Burry recently shorted Palantir, challenging the AI investment narrative and arguing massive capex may not yield durable returns.