Michael Burry Warns of AI-Driven Stock Market Bubble, Increases Shorts

Hyperdash News07/05/2026 02:43 UTCEquities

Michael Burry has reiterated his bearish outlook on U.S. equities, comparing the AI-led rally to past speculative bubbles. He believes current valuations are unsustainable and has increased short positions against AI-related and semiconductor stocks. Burry initiated a short on Nvidia at $198.09, Applied Materials at $729.40, and the iShares Semiconductor ETF (SOXX) at $642.80.

Burry's latest trades were disclosed on June 30. He views recent large semiconductor spending announcements from South Korea as "the beginning of the end" for the rally. On Hyperdash,

NVIDIA Corp. is up +0.28%,

Advanced Micro Devices, Inc. is up +1.08%,

Intel Corp. is down -0.04%, and

Taiwan Semiconductor is up +1.10% since the news was published.

Sources

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CNBC

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