Michael Burry Is Shorting Micron (Again) — Here’s What the Data Says
4 extracted signals · 4 resolved · 0 still active
Market SignalIndependent analyst profile- Source published
- 23 Sept 2026, 02:02 UTC
- Recorded by Tahlil Plus
- 23 Sept 2026, 02:16 UTC
AI-generated source summary
The analysis focuses on the memory chip sector, highlighting strong recent performance in stocks like Micron (MU), SanDisk (SNDK), Western Digital (WDC), and Seagate (STX). The speaker notes a significant percentage gain for these stocks over the past week and day, indicating strong bullish momentum. Micron's chart shows a strong recovery after an initial intraday dip, closing near its high, supported by high trading volume. SanDisk also experienced a significant intraday rally, closing with substantial gains. Western Digital and Seagate exhibited similar positive trends. The core argument for a bullish outlook on these stocks is based on Michael Burry's bearish thesis on memory stocks, which he is reportedly increasing his short positions in, contradicting the positive price action. The speaker references an article discussing Burry's short positions in Micron, Nebius, and Palantir, and his bearish view on the memory stock thesis based on AI infrastructure demand and Chinese production easing supply constraints. However, the speaker disputes Burry's thesis, pointing to data suggesting that normal RAM production is ramping back up and that conventional DRAM is being flooded by Chinese suppliers. The analysis also touches upon the cycle of supply and demand in the DRAM market, suggesting that the current shortage may not last and that pricing could eventually fall. Despite Burry's bearish stance, the stocks are showing strong bullish technicals and price action.
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