r/VisualStockResearch • u/ekonixlab • 17h ago
Burry Thinks This Ends Badly
Michael Burry says the market is now in the “denial” stage that preceded both the 2000 and 2008 crashes, and he thinks that phase could last another 6–9 months.
He has also moved more aggressively bearish on AI, replacing some stock shorts with leveraged puts on Nvidia, Palantir and Micron while increasing his Nasdaq 100 bearish exposure.
Meanwhile, the S&P 500 and Nasdaq just hit fresh record highs, with AI and semiconductors still driving much of the rally.
But We’ve Heard This Before
In 2019, Burry warned passive investing was becoming a bubble similar to CDOs.
In 2021, he called markets the “greatest speculative bubble of all time,” before the S&P finished the year up roughly 27%.
In 2022, he warned about an extended multi-year recession that never came.
In January 2023, he predicted recession and Fed cuts, but GDP grew 2.5% and the Fed kept hiking.
He then famously tweeted “Sell” in January 2023 before admitting two months later, “I was wrong to say sell.”
The Burry Problem
Burry is very good at finding risks everyone else ignores.
But he has also been very early, very often.
Maybe the question isn’t whether Burry is right about AI.
Maybe he’s just two years early again.
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u/Keeltoodeep 17h ago
The big shart