Michael Burry Warned Us About This AI Crash. Here Are His 5 Bets.
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Zack BakosIndependent analyst profile- Source published
- 15 Oct 2026, 15:00 UTC
- Recorded by Tahlil Plus
- 22 Oct 2026, 08:22 UTC
AI-generated source summary
Michael Burry has taken significant bearish positions against five key AI-related stocks: Nebius, Nvidia, Palantir, Micron, and Oracle. His thesis is that the AI boom is built on borrowed money and priced as if the gains are already realized, which he believes is unsustainable. He anticipates a significant market correction driven by these AI stocks, with price drops ranging from 35% to 59% needed by mid-2027 for his put options to be profitable. Specifically, for Nebius, he needs a 59% drop to below $90 by June 2027. For Nvidia, a 35% drop to below $150 by September 2027 is required. Palantir needs to fall 45% to below $110 by September 2027. Micron requires a 52% drop to below $500 by June 2027. Oracle also needs a 52% drop to below $65 by December 2027. While Wall Street analysts project significant revenue growth and price increases for these stocks, Burry's analysis suggests these projections are overly optimistic and unsustainable, leading him to bet against them.
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Zack Bakos
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